iSHARES TRUST - IBTG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HM PAYSON & CO | History | Reduced | 5,908,223 | 135,386 | 1.95% | 2.12% | 1 | -650,692 | -9.92% | Q1 2026 | Apr 13, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 4,548,891 | 104,237 | 2.42% | 2.39% | 2 | -166,007 | -3.52% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,153,434 | 95,175 | 0.01% | 0.01% | 3 | +179,468 | 4.52% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,079,412 | 93,479 | 0.01% | 0.01% | 4 | +104,168 | 2.62% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 2,523,496 | 57,825 | 0.09% | 0.1% | 5 | -318,921 | -11.22% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 2,485,262 | 56,949 | 0.83% | 0.87% | 6 | -3,613 | -0.15% | Q1 2026 | Apr 17, 2026 |
| LPL Financial LLC | History | Added to | 2,394,873 | 54,878 | 0.01% | 0.01% | 7 | +145,020 | 6.45% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,364,114 | 54,173 | 0.01% | 0.01% | 8 | -147,667 | -5.88% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,859,979 | 42,614 | 0.26% | 0.23% | 9 | +173,679 | 10.3% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 1,799,794 | 41,242 | 1.73% | 1.32% | 10 | +472,331 | 35.58% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,690,530 | 38,738 | 0.01% | 0.02% | 11 | -579,471 | -25.53% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,606,656 | 36,816 | 0.01% | 0.01% | 12 | +20,832 | 1.31% | Q1 2026 | May 05, 2026 |
| BAILARD, INC. | History | Reduced | 1,606,184 | 36,805 | 0.85% | 1.43% | 13 | -1,218,026 | -43.13% | Q1 2026 | May 11, 2026 |
| Financial Advisory Corp | History | Reduced | 1,602,548 | 36,722 | 5.1% | 5.4% | 14 | -21,716 | -1.34% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,595,643 | 36,564 | 0.29% | 0.4% | 15 | +127,666 | 8.7% | Q1 2026 | May 15, 2026 |
| SUMMITRY LLC | History | Added to | 1,542,871 | 35,354 | 1.54% | 1.45% | 16 | +20,156 | 1.32% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,365,037 | 31,279 | 0.01% | 0.0% | 17 | +1,156,422 | 554.33% | Q1 2026 | May 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 1,140,456 | 26,133 | 0.38% | 0.37% | 18 | +81,236 | 7.67% | Q1 2026 | Apr 09, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,024,244 | 23,470 | 0.18% | 0.03% | 19 | +868,197 | 556.37% | Q1 2026 | May 01, 2026 |
| Krilogy Financial LLC | History | Added to | 920,103 | 21,047 | 0.68% | 0.68% | 20 | +52,720 | 6.08% | Q1 2026 | Apr 17, 2026 |
| OneAscent Financial Services LLC | History | New | 906,070 | 20,762 | 1.12% | — | 21 | +906,070 | New | Q1 2026 | Apr 21, 2026 |
| Horizon Advisory Services, Inc. | History | Added to | 878,276 | 20,125 | 10.3% | 9.96% | 22 | +17,793 | 2.07% | Q1 2026 | Apr 22, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 842,161 | 19,298 | 6.15% | 5.82% | 23 | +19,306 | 2.35% | Q1 2026 | Apr 21, 2026 |
| Carnegie Investment Counsel | History | Reduced | 842,147 | 19,297 | 0.38% | 0.37% | 24 | -34,992 | -3.99% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Added to | 776,694 | 17,774 | 0.26% | 0.35% | 25 | +9,767 | 1.27% | Q1 2026 | Apr 20, 2026 |
| MKT Advisors LLC | History | Added to | 777,651 | 17,769 | 5.96% | 5.9% | 26 | +22,335 | 2.96% | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 767,846 | 17,603 | 0.03% | 0.03% | 27 | -21,351 | -2.71% | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 695,613 | 15,939 | 1.56% | 1.45% | 28 | +36,012 | 5.46% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 694,323 | 15,910 | 0.18% | 0.17% | 29 | +19,028 | 2.82% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 671,388 | 15,384 | 0.01% | 0.01% | 30 | +46,638 | 7.47% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 669,629 | 15,344 | 0.04% | 0.03% | 31 | +107,195 | 19.06% | Q1 2026 | May 14, 2026 |
| Denver PWM, LLC | History | Reduced | 668,784 | 15,291 | 5.26% | 5.98% | 32 | -112,199 | -14.37% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 660,616 | 15,138 | 0.0% | 0.0% | 33 | +383,148 | 138.09% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 640,159 | 14,669 | 0.02% | 0.02% | 34 | +51,751 | 8.8% | Q1 2026 | May 14, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 615,926 | 14,113 | 10.74% | 9.43% | 35 | +123,288 | 25.03% | Q1 2026 | Apr 21, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 613,073 | 14,048 | 2.82% | 2.74% | 36 | +87,006 | 16.54% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 601,818 | 13,790 | 0.85% | 1.61% | 37 | -852,028 | -58.61% | Q1 2026 | Apr 28, 2026 |
| BIP Wealth, LLC | History | Added to | 530,035 | 12,145 | 0.49% | 0.37% | 38 | +68,125 | 14.75% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 529,198 | 12,126 | 0.02% | 0.02% | 39 | +71,872 | 15.72% | Q1 2026 | May 14, 2026 |
| Wealth Management Strategies, Inc. | History | Reduced | 515,825 | 11,820 | 5.35% | 5.46% | 40 | -2,273 | -0.44% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 492,933 | 11,295 | 0.0% | 0.0% | 41 | -26,332 | -5.07% | Q1 2026 | May 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 491,869 | 11,271 | 0.77% | 0.76% | 42 | -2,574 | -0.52% | Q1 2026 | May 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 486,109 | 11,139 | 0.84% | 0.62% | 43 | +151,478 | 45.27% | Q1 2026 | Apr 30, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 485,330 | 11,121 | 0.48% | 0.43% | 44 | +33,583 | 7.43% | Q1 2026 | May 14, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 484,205 | 11,095 | 1.06% | 1.0% | 45 | +10,066 | 2.12% | Q1 2026 | Apr 16, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 476,200 | 10,912 | 0.25% | 0.25% | 46 | +27,775 | 6.19% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 473,377 | 10,847 | 0.02% | 0.02% | 47 | -58,718 | -11.04% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 461,906 | 10,566 | 0.19% | 0.19% | 48 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 454,690 | 10,419 | 0.01% | 0.01% | 49 | +8,061 | 1.8% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 427,655 | 9,799 | 0.05% | 0.05% | 50 | +7,870 | 1.87% | Q1 2026 | May 05, 2026 |
| Stephens Consulting, LLC | History | No change | 397,664 | 9,096 | 2.94% | 2.94% | 51 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 395,704 | 9,067 | 0.02% | 0.02% | 52 | -882 | -0.22% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 383,021 | 8,776 | 0.01% | 0.01% | 54 | -22,976 | -5.66% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 383,000 | 8,776 | 0.02% | 0.02% | 53 | -13,356 | -3.37% | Q1 2026 | Apr 22, 2026 |
| McGuire Investment Group, LLC | History | Reduced | 382,176 | 8,757 | 0.99% | 0.96% | 55 | -8,630 | -2.21% | Q1 2026 | Apr 28, 2026 |
| Juno Financial Group LLC | History | Reduced | 364,994 | 8,363 | 3.28% | 4.21% | 56 | -95,300 | -20.7% | Q1 2026 | May 06, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 364,820 | 8,359 | 1.97% | 1.75% | 57 | +41,226 | 12.74% | Q1 2026 | May 05, 2026 |
| PSI Advisors, LLC | History | Added to | 341,869 | 7,833 | 1.88% | 1.8% | 58 | +29,075 | 9.3% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 338,466 | 7,755 | 0.01% | 0.01% | 59 | -2,844 | -0.83% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 328,379 | 7,524 | 0.0% | 0.0% | 60 | +9,198 | 2.88% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 305,571 | 7,002 | 0.01% | 0.01% | 61 | -15,167 | -4.73% | Q1 2026 | May 01, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 288,723 | 6,616 | 0.11% | 0.06% | 62 | +152,282 | 111.61% | Q1 2026 | Apr 21, 2026 |
| Asset Dedication, LLC | History | No change | 271,240 | 6,204 | 0.41% | 0.41% | 63 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CENTRAL TRUST Co | History | Reduced | 267,533 | 6,130 | 0.12% | 0.13% | 64 | -25,319 | -8.65% | Q1 2026 | Apr 17, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 264,712 | 6,065 | 2.23% | 2.18% | 65 | +6,322 | 2.45% | Q1 2026 | Apr 17, 2026 |
| REBALANCE, LLC | History | Reduced | 249,667 | 5,721 | 0.33% | 0.35% | 66 | -8,396 | -3.25% | Q1 2026 | May 11, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 242,839 | 5,564 | 3.64% | 3.74% | 67 | -13,049 | -5.1% | Q1 2026 | May 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 229,823 | 5,266 | 0.22% | 0.23% | 68 | -11,883 | -4.92% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 228,236 | 5,230 | 0.19% | 0.14% | 69 | +53,467 | 30.59% | Q1 2026 | Apr 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 218,579 | 5,008 | 0.38% | 0.37% | 70 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 215,696 | 4,942 | 0.03% | 0.02% | 71 | +45,199 | 26.51% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 215,198 | 4,931 | 1.05% | 1.1% | 72 | +1,512 | 0.71% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 207,737 | 4,760 | 0.01% | 0.02% | 73 | -31,827 | -13.29% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 200,249 | 4,588 | 0.01% | 0.01% | 74 | -6,459 | -3.12% | Q1 2026 | May 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 200,301 | 4,574 | 1.0% | 1.56% | 75 | -108,652 | -35.17% | Q1 2026 | May 11, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 194,445 | 4,455 | 0.49% | 0.47% | 76 | +19,609 | 11.22% | Q1 2026 | Apr 13, 2026 |
| Americana Partners, LLC | History | Reduced | 178,798 | 4,097 | 0.11% | 0.12% | 77 | -13,776 | -7.15% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 175,119 | 4,012 | 0.04% | — | 78 | +175,119 | New | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 167,589 | 3,840 | 0.01% | 0.01% | 79 | -24,031 | -12.54% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | Added to | 165,722 | 3,797 | 0.04% | 0.02% | 80 | +76,290 | 85.31% | Q1 2026 | Apr 16, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 162,085 | 3,714 | 2.53% | 3.95% | 81 | -82,056 | -33.61% | Q1 2026 | Apr 23, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 160,665 | 3,681 | 0.15% | 0.15% | 82 | -6,590 | -3.94% | Q1 2026 | Apr 14, 2026 |
| True Link Financial Advisors, LLC | History | Added to | 160,508 | 3,678 | 0.23% | 0.19% | 83 | +24,168 | 17.73% | Q1 2026 | Apr 29, 2026 |
| Portland Global Advisors LLC | History | Added to | 157,733 | 3,614 | 0.39% | 0.34% | 84 | +18,688 | 13.44% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 154,418 | 3,538 | 0.0% | — | 85 | +154,418 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 154,245 | 3,534 | 0.05% | 0.06% | 86 | -6,634 | -4.12% | Q1 2026 | Apr 07, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 153,244 | 3,511 | 0.99% | 1.01% | 87 | +5,014 | 3.38% | Q1 2026 | Apr 22, 2026 |
| Gradient Investments LLC | History | Reduced | 148,394 | 3,400 | 0.05% | 0.06% | 88 | -22,627 | -13.23% | Q1 2026 | Apr 13, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 138,571 | 3,175 | 2.39% | 2.44% | 89 | -6,282 | -4.34% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Reduced | 137,900 | 3,159 | 0.0% | 0.0% | 90 | -6,100 | -4.24% | Q1 2026 | May 13, 2026 |
| Lantz Financial LLC | History | Added to | 135,293 | 3,100 | 0.64% | 0.57% | 91 | +17,727 | 15.08% | Q1 2026 | Apr 09, 2026 |
| Private Advisor Group, LLC | History | Reduced | 133,056 | 3,048 | 0.01% | 0.02% | 92 | -42,067 | -24.02% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 132,855 | 3,044 | 0.0% | 0.0% | 93 | +86,586 | 187.14% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 131,584 | 3,015 | 0.02% | 0.03% | 94 | -59,026 | -30.97% | Q1 2026 | May 05, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 126,260 | 2,893 | 0.19% | 0.32% | 95 | -94,254 | -42.74% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 125,764 | 2,881 | 0.03% | 0.04% | 96 | -1,194 | -0.94% | Q1 2026 | May 01, 2026 |
| Probity Advisors, Inc. | History | Reduced | 124,825 | 2,860 | 0.45% | 0.77% | 97 | -84,277 | -40.3% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Reduced | 118,685 | 2,719 | 0.01% | 0.01% | 98 | -302 | -0.25% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 112,612 | 2,580 | 0.03% | 0.03% | 99 | +3,183 | 2.91% | Q1 2026 | May 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 108,310 | 2,481 | 0.18% | 0.13% | 100 | +20,019 | 22.67% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 108,496 | 2,479 | 0.01% | 0.01% | 101 | -80,078 | -42.47% | Q1 2026 | Apr 08, 2026 |
| Centennial Advisors, LLC | History | Reduced | 107,317 | 2,459 | 3.13% | 3.48% | 102 | -9,934 | -8.47% | Q1 2026 | Apr 21, 2026 |
| TFR Capital, LLC. | History | Added to | 105,204 | 2,410 | 0.74% | 0.76% | 103 | +4,869 | 4.85% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 103,622 | 2,375 | 0.01% | 0.01% | 104 | +3,344 | 3.33% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | Reduced | 102,918 | 2,358 | 0.07% | 0.07% | 105 | -4,088 | -3.82% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 98,217 | 2,250 | 0.01% | 0.01% | 106 | +3,734 | 3.95% | Q1 2026 | Apr 30, 2026 |
| Crestmont Private Wealth LLC | History | New | 93,894 | 2,151 | 0.68% | — | 107 | +93,894 | New | Q1 2026 | May 08, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 93,125 | 2,128 | 1.45% | — | 108 | +93,125 | New | Q1 2026 | Apr 08, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 92,603 | 2,122 | 0.37% | 0.38% | 109 | +30 | 0.03% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 92,019 | 2,109 | 0.02% | 0.02% | 110 | -19,337 | -17.37% | Q1 2026 | Apr 07, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 89,775 | 2,057 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 89,132 | 2,042 | 0.05% | 0.05% | 112 | -3,754 | -4.04% | Q1 2026 | May 01, 2026 |
| Sunbeam Capital Management, LLC | History | Added to | 88,703 | 2,032 | 1.16% | 1.2% | 113 | +512 | 0.58% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Added to | 88,661 | 2,031 | 0.0% | 0.0% | 114 | +3,098 | 3.62% | Q1 2026 | May 12, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 88,026 | 2,017 | 0.28% | 0.28% | 115 | +2,501 | 2.92% | Q1 2026 | Apr 16, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 87,894 | 2,014 | 0.31% | 0.37% | 116 | -14,372 | -14.05% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 87,821 | 2,012 | 0.04% | 0.05% | 117 | -14,214 | -13.93% | Q1 2026 | Apr 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 86,893 | 1,991 | 0.75% | 0.68% | 118 | +5,059 | 6.18% | Q1 2026 | May 11, 2026 |
| Northstar Group, Inc. | History | Added to | 86,495 | 1,982 | 0.28% | 0.26% | 119 | +1,800 | 2.13% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 86,466 | 1,981 | 0.0% | 0.0% | 120 | +62,376 | 258.93% | Q1 2026 | May 15, 2026 |
| Csenge Advisory Group | History | Added to | 85,564 | 1,960 | 0.09% | 0.03% | 121 | +58,227 | 213.0% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 83,031 | 1,899 | 0.01% | 0.01% | 122 | +4,791 | 6.12% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 82,550 | 1,891 | 0.06% | 0.07% | 123 | -21,218 | -20.45% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 79,812 | 1,823 | 0.03% | 0.03% | 124 | +11,894 | 17.51% | Q1 2026 | May 14, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 79,035 | 1,811 | 0.8% | 0.67% | 125 | +15,399 | 24.2% | Q1 2026 | May 08, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 78,961 | 1,809 | 0.23% | 0.22% | 126 | +7,426 | 10.38% | Q1 2026 | Apr 20, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 75,337 | 1,726 | 0.03% | 0.03% | 127 | +7,101 | 10.41% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 73,460 | 1,683 | 0.09% | 0.08% | 128 | +11,493 | 18.55% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | Added to | 72,602 | 1,663 | 0.02% | 0.02% | 129 | +2,210 | 3.14% | Q1 2026 | May 06, 2026 |
| Montecito Bank & Trust | History | Reduced | 71,751 | 1,644 | 0.27% | 0.27% | 130 | -1,449 | -1.98% | Q1 2026 | Apr 16, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 70,680 | 1,616 | 2.05% | — | 131 | +70,680 | New | Q1 2026 | May 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 68,089 | 1,560 | 0.07% | 0.08% | 132 | -5,188 | -7.08% | Q1 2026 | Apr 29, 2026 |
| Old Port Advisors | History | Reduced | 67,209 | 1,540 | 0.35% | 0.46% | 133 | -15,020 | -18.27% | Q1 2026 | Apr 06, 2026 |
| Reliant Wealth Planning | History | Reduced | 64,490 | 1,477 | 0.45% | 0.47% | 134 | -1,661 | -2.51% | Q1 2026 | May 15, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 63,153 | 1,447 | 0.19% | 0.2% | 135 | +355 | 0.57% | Q1 2026 | May 12, 2026 |
| Heartland Bank & Trust Co | History | No change | 63,074 | 1,445 | 0.33% | 0.61% | 136 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Austin Private Wealth, LLC | History | No change | 62,239 | 1,423 | 0.11% | 0.11% | 137 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 61,500 | 1,409 | 0.11% | 0.11% | 138 | -1,000 | -1.6% | Q1 2026 | Apr 29, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 60,859 | 1,394 | 0.22% | 0.27% | 139 | -3,154 | -4.93% | Q1 2026 | Apr 17, 2026 |
| Trust Co | History | Reduced | 60,790 | 1,393 | 0.13% | 0.13% | 140 | -2,096 | -3.33% | Q1 2026 | Apr 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 60,276 | 1,381 | 0.29% | 0.33% | 141 | -13,353 | -18.14% | Q1 2026 | Apr 13, 2026 |
| Faithward Advisors, LLC | History | New | 58,864 | 1,348 | 0.19% | — | 142 | +58,864 | New | Q1 2026 | Apr 17, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 58,501 | 1,340 | 0.7% | 0.76% | 143 | -2,382 | -3.91% | Q1 2026 | Apr 20, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 57,906 | 1,326 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 57,666 | 1,321 | 0.02% | 0.02% | 145 | +1,358 | 2.41% | Q1 2026 | Apr 20, 2026 |
| Essential Planning, LLC. | History | Reduced | 55,734 | 1,277 | 0.41% | 0.41% | 146 | -408 | -0.73% | Q1 2026 | Apr 22, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 53,832 | 1,233 | 0.12% | 0.1% | 147 | +7,908 | 17.22% | Q1 2026 | Apr 13, 2026 |
| Horizons Wealth Management | History | Reduced | 52,493 | 1,202 | 0.79% | 0.79% | 148 | -279 | -0.53% | Q1 2026 | Apr 02, 2026 |
| SCS Capital Management LLC | History | Added to | 51,719 | 1,185 | 0.01% | 0.01% | 149 | +17,486 | 51.08% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 50,429 | 1,152 | 0.08% | 0.09% | 150 | -9,682 | -16.11% | Q1 2026 | May 01, 2026 |
| High Note Wealth, LLC | History | Added to | 49,207 | 1,127 | 0.22% | 0.21% | 151 | +2,836 | 6.12% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 48,868 | 1,119 | 0.01% | 0.01% | 152 | +265 | 0.55% | Q1 2026 | Apr 15, 2026 |
| Rossmore Private Capital | History | Added to | 48,147 | 1,103 | 0.1% | 0.09% | 153 | +2,791 | 6.15% | Q1 2026 | May 01, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 47,737 | 1,093 | 0.38% | 0.36% | 154 | -99 | -0.21% | Q1 2026 | May 04, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 47,388 | 1,085 | 0.06% | 0.07% | 155 | -6,222 | -11.61% | Q1 2026 | May 12, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 39,171 | 897 | 0.35% | 0.24% | 156 | +13,404 | 52.02% | Q1 2026 | May 11, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 38,990 | 893 | 0.44% | 0.55% | 157 | -9,114 | -18.95% | Q1 2026 | Apr 23, 2026 |
| Great Diamond Partners, LLC | History | Added to | 38,858 | 890 | 0.17% | 0.08% | 158 | +20,049 | 106.59% | Q1 2026 | May 12, 2026 |
| Element Wealth, LLC | History | Added to | 38,811 | 889 | 0.37% | 0.35% | 159 | +1,596 | 4.29% | Q1 2026 | May 04, 2026 |
| Straight Path Wealth Management | History | Reduced | 37,829 | 866 | 0.23% | 0.25% | 160 | -1,959 | -4.92% | Q1 2026 | Apr 22, 2026 |
| Granite Harbor Advisors, Inc. | History | Reduced | 37,121 | 850 | 0.37% | 0.36% | 161 | -525 | -1.39% | Q1 2026 | Apr 23, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 35,182 | 806 | 0.15% | 0.1% | 162 | +10,840 | 44.53% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 34,770 | 796 | 0.02% | 0.02% | 163 | +4,665 | 15.5% | Q1 2026 | May 11, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 34,591 | 792 | 0.39% | 0.53% | 164 | -10,498 | -23.28% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 33,775 | 773 | 0.0% | 0.0% | 165 | +8,500 | 33.63% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 31,679 | 725 | 0.0% | 0.0% | 166 | +1,867 | 6.26% | Q1 2026 | May 15, 2026 |
| TABLEAUX LLC | History | Added to | 30,332 | 695 | 0.34% | 0.37% | 167 | +8,367 | 38.09% | Q1 2026 | May 14, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 29,715 | 680 | 0.06% | 0.05% | 168 | +59 | 0.2% | Q1 2026 | May 07, 2026 |
| Black Swift Group, LLC | History | Reduced | 29,520 | 676 | 0.12% | 0.15% | 169 | -10,150 | -25.59% | Q1 2026 | Apr 24, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 28,854 | 661 | 0.01% | 0.01% | 170 | +1,140 | 4.11% | Q1 2026 | Apr 10, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 28,655 | 656 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 28,522 | 653 | 0.25% | 0.19% | 172 | +11,643 | 68.98% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 28,474 | 652 | 0.01% | — | 173 | +28,474 | New | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 27,643 | 633 | 0.01% | 0.08% | 174 | -198,275 | -87.76% | Q1 2026 | Apr 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 27,615 | 632 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mraz, Amerine & Associates, Inc. | History | New | 26,985 | 618 | 0.09% | — | 176 | +26,985 | New | Q1 2026 | May 05, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 26,652 | 610 | 0.11% | 0.11% | 177 | +227 | 0.86% | Q1 2026 | Apr 13, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 26,579 | 609 | 0.05% | 0.07% | 178 | -7,992 | -23.12% | Q1 2026 | Apr 08, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 26,462 | 606 | 0.1% | 0.04% | 179 | +16,538 | 166.65% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 26,156 | 599 | 0.0% | — | 180 | +26,156 | New | Q1 2026 | May 12, 2026 |
| Churchill Financial Advisors, LLC | History | Added to | 25,961 | 594 | 0.12% | 0.18% | 181 | +516 | 2.03% | Q1 2026 | Apr 22, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 25,343 | 580 | 0.02% | 0.02% | 182 | -3,113 | -10.94% | Q1 2026 | May 14, 2026 |
| Cambridge Financial Group, LLC | History | New | 25,179 | 576 | 0.19% | — | 183 | +25,179 | New | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 24,513 | 561 | 0.01% | 0.01% | 184 | +2,637 | 12.05% | Q1 2026 | May 13, 2026 |
| Ellis Investment Partners, LLC | History | New | 24,007 | 550 | 0.1% | — | 185 | +24,007 | New | Q1 2026 | May 12, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 23,920 | 548 | 0.03% | 0.02% | 186 | +8,730 | 57.47% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 23,894 | 547 | 0.0% | 0.01% | 187 | -20,621 | -46.32% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,566 | 540 | 0.01% | 0.01% | 188 | +2,334 | 10.99% | Q1 2026 | May 15, 2026 |
| Grant Street Asset Management, Inc. | History | Added to | 23,494 | 538 | 0.1% | 0.11% | 189 | +150 | 0.64% | Q1 2026 | May 07, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 23,231 | 532 | 0.24% | 0.24% | 190 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Prosperity Planning, Inc. | History | Added to | 23,098 | 529 | 0.13% | 0.07% | 191 | +10,916 | 89.61% | Q1 2026 | Apr 10, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 22,064 | 505 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | New | 21,612 | 495 | 0.33% | — | 193 | +21,612 | New | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 21,593 | 494 | 0.01% | 0.01% | 194 | -5,856 | -21.33% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 21,001 | 481 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signature Wealth Management Group | History | No change | 21,001 | 481 | 0.18% | 0.2% | 196 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 21,000 | 481 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 20,407 | 467 | 0.13% | 0.12% | 199 | +131 | 0.65% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 20,387 | 467 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 20,335 | 465 | 0.03% | 0.04% | 200 | -1,836 | -8.28% | Q1 2026 | May 05, 2026 |
| Simplicity Wealth,LLC | History | Added to | 20,201 | 462 | 0.03% | 0.03% | 201 | +117 | 0.58% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 19,861 | 455 | 0.0% | — | 202 | +19,861 | New | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 19,788 | 453 | 0.02% | — | 203 | +19,788 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 19,725 | 451 | 0.01% | 0.01% | 204 | -67 | -0.34% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | New | 19,659 | 450 | 0.0% | — | 205 | +19,659 | New | Q1 2026 | May 15, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 19,560 | 448 | 0.02% | 0.02% | 206 | +1,652 | 9.22% | Q1 2026 | May 08, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 18,833 | 431 | 0.03% | 0.03% | 207 | +1,232 | 7.0% | Q1 2026 | Apr 27, 2026 |
| Chesley Taft & Associates LLC | History | No change | 18,600 | 426 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kovack Advisors, Inc. | History | No change | 18,599 | 426 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 18,543 | 424 | 0.09% | 0.09% | 210 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 17,272 | 395 | 0.24% | 0.24% | 211 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 17,188 | 393 | 0.03% | 0.03% | 212 | -79 | -0.46% | Q1 2026 | Apr 29, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 16,815 | 385 | 0.02% | 0.03% | 213 | -6,650 | -28.34% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 16,715 | 383 | 0.05% | 0.05% | 214 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Towne Trust Company, N.A | History | No change | 16,600 | 380 | 0.12% | 0.12% | 215 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 16,466 | 377 | 0.01% | 0.01% | 216 | -47 | -0.28% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 16,386 | 375 | 0.01% | 0.0% | 218 | +4,239 | 34.9% | Q1 2026 | Apr 27, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 16,375 | 375 | 0.12% | 0.15% | 217 | -2,868 | -14.9% | Q1 2026 | Apr 21, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 16,225 | 371 | 0.16% | 0.09% | 219 | +7,100 | 77.81% | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | Reduced | 16,190 | 370 | 0.05% | 0.06% | 220 | -700 | -4.14% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 16,072 | 368 | 0.0% | 0.0% | 221 | +1,174 | 7.88% | Q1 2026 | May 08, 2026 |
| River Street Advisors LLC | History | New | 16,000 | 366 | 0.12% | — | 222 | +16,000 | New | Q1 2026 | Apr 21, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 15,500 | 355 | 0.3% | 0.21% | 223 | +5,000 | 47.62% | Q1 2026 | Apr 30, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 15,491 | 354 | 0.03% | 1.49% | 225 | -692,982 | -97.81% | Q1 2026 | Apr 07, 2026 |
| Opus Capital Group, LLC | History | No change | 15,457 | 354 | 0.04% | 0.04% | 224 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Visionary Wealth Advisors | History | Reduced | 15,388 | 352 | 0.02% | 0.02% | 226 | -26 | -0.17% | Q1 2026 | May 13, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 15,310 | 350 | 0.15% | 0.85% | 227 | -62,398 | -80.3% | Q1 2026 | May 11, 2026 |
| Kestra Investment Management, LLC | History | Added to | 15,238 | 349 | 0.01% | 0.01% | 228 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14,877 | 340 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 14,700 | 336 | 0.0% | — | 230 | +14,700 | New | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 14,288 | 327 | 0.0% | — | 231 | +14,288 | New | Q1 2026 | May 01, 2026 |
| MAIRS & POWER INC | History | No change | 14,255 | 326 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Decker Wealth Management LLC | History | No change | 14,070 | 322 | 0.07% | 0.07% | 233 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 13,915 | 318 | 0.26% | 0.26% | 234 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hills Bank & Trust Co | History | Added to | 13,868 | 317 | 0.02% | 0.02% | 235 | +158 | 1.15% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 13,843 | 317 | 0.04% | 0.04% | 236 | +76 | 0.55% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 13,801 | 316 | 0.0% | 0.0% | 237 | +11,616 | 531.62% | Q1 2026 | May 01, 2026 |
| NOVEM GROUP | History | Added to | 13,810 | 316 | 0.04% | 0.04% | 238 | +88 | 0.64% | Q1 2026 | Apr 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,234 | 303 | 0.0% | 0.43% | 239 | -1,060,800 | -98.77% | Q1 2026 | Apr 22, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 13,199 | 302 | 0.11% | 0.11% | 240 | +29 | 0.22% | Q1 2026 | May 04, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 12,925 | 296 | 0.02% | 0.02% | 241 | +83 | 0.65% | Q1 2026 | Apr 23, 2026 |
| DAVENPORT & Co LLC | History | New | 12,752 | 292 | 0.0% | — | 242 | +12,752 | New | Q1 2026 | Apr 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 12,588 | 288 | 0.07% | 0.08% | 243 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MONECO ADVISORS, LLC | History | No change | 12,588 | 288 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MLP3, LLC | History | New | 12,495 | 286 | 0.32% | — | 247 | +12,495 | New | Q1 2026 | Apr 13, 2026 |
| HRT FINANCIAL LP | History | New | 12,483 | 286 | 0.0% | — | 246 | +12,483 | New | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 12,488 | 286 | 0.01% | 0.02% | 245 | -7,969 | -38.95% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 12,230 | 280 | 0.05% | 0.05% | 248 | -200 | -1.61% | Q1 2026 | Apr 22, 2026 |
| Advisor OS, LLC | History | Reduced | 12,158 | 278 | 0.02% | 0.03% | 249 | -2,082 | -14.62% | Q1 2026 | May 07, 2026 |
| McLean Asset Management Corp | History | No change | 12,019 | 275 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 11,616 | 265 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 11,391 | 261 | 0.12% | 0.11% | 252 | +466 | 4.27% | Q1 2026 | Apr 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 11,432 | 261 | 0.06% | 0.06% | 253 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Unified Investment Management | History | Added to | 11,323 | 259 | 0.26% | 0.2% | 254 | +2,560 | 29.21% | Q1 2026 | Apr 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 11,197 | 256 | 0.0% | 0.0% | 255 | +5,268 | 88.85% | Q1 2026 | May 07, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 11,000 | 252 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 11,055 | 252 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Highland Financial Advisors, LLC | History | No change | 11,027 | 252 | 0.07% | 0.07% | 258 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 10,853 | 248 | 0.0% | — | 259 | +10,853 | New | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | New | 10,730 | 245 | 0.01% | — | 260 | +10,730 | New | Q1 2026 | May 14, 2026 |
| Cooper Financial Group | History | Reduced | 10,634 | 243 | 0.02% | 0.03% | 261 | -2,118 | -16.61% | Q1 2026 | Apr 07, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 10,420 | 238 | 0.03% | 0.03% | 262 | -2,186 | -17.34% | Q1 2026 | May 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 10,315 | 236 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 10,249 | 234 | 0.06% | 0.05% | 264 | +521 | 5.36% | Q1 2026 | May 12, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 10,053 | 230 | 0.09% | 0.09% | 265 | -253 | -2.45% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | No change | 9,987 | 228 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Flavin Financial Services, Inc. | History | No change | 9,914 | 227 | 0.15% | 0.15% | 267 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| 4J Wealth Management LLC | History | Reduced | 9,737 | 223 | 0.13% | 0.16% | 268 | -2,505 | -20.46% | Q1 2026 | May 05, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 9,730 | 222 | 0.01% | 0.03% | 269 | -11,619 | -54.42% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | New | 9,731 | 222 | 0.0% | — | 270 | +9,731 | New | Q1 2026 | Apr 08, 2026 |
| Essex Bank | History | New | 9,522 | 218 | 0.05% | — | 272 | +9,522 | New | Q1 2026 | Apr 17, 2026 |
| Mascoma Wealth Management LLC | History | No change | 9,544 | 218 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Berger Financial Group, Inc | History | Reduced | 9,495 | 217 | 0.01% | 0.02% | 273 | -4,848 | -33.8% | Q1 2026 | Apr 28, 2026 |
| Focus Financial Network, Inc. | History | No change | 9,328 | 213 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Reduced | 9,260 | 212 | 0.02% | 0.02% | 275 | -480 | -4.93% | Q1 2026 | May 13, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 9,270 | 212 | 0.14% | 0.13% | 276 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Dakota Wealth Management | History | No change | 9,109 | 208 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VestGen Advisors, LLC | History | Added to | 8,980 | 205 | 0.01% | 0.01% | 279 | +163 | 1.85% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 8,934 | 205 | 0.01% | 0.01% | 278 | +116 | 1.32% | Q1 2026 | May 18, 2026 |
| IHT Wealth Management, LLC | History | New | 8,911 | 204 | 0.0% | — | 280 | +8,911 | New | Q1 2026 | May 15, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 8,750 | 200 | 0.02% | — | 281 | +8,750 | New | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 7,275 | 166 | 0.0% | 0.0% | 282 | -4 | -0.05% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 7,137 | 163 | 0.0% | 0.0% | 283 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| United Community Bank | History | New | 5,935 | 136 | 0.05% | — | 284 | +5,935 | New | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | New | 5,304 | 121 | 0.0% | — | 286 | +5,304 | New | Q1 2026 | Apr 22, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 5,305 | 121 | 0.1% | 0.11% | 285 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Black Cypress Capital Management, LLC | History | No change | 5,100 | 116 | 0.08% | 0.08% | 287 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Reduced | 4,525 | 103 | 0.03% | 0.12% | 288 | -13,677 | -75.14% | Q1 2026 | Apr 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,278 | 98 | 0.0% | 0.0% | 289 | +809 | 23.32% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 4,076 | 93 | 0.0% | 0.0% | 290 | -8,399 | -67.33% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,078 | 93 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CNB Bank | History | Reduced | 3,928 | 90 | 0.04% | 0.04% | 292 | -38 | -0.96% | Q1 2026 | May 06, 2026 |
| Costello Asset Management, INC | History | Added to | 3,953 | 90 | 0.03% | 0.03% | 293 | +26 | 0.66% | Q1 2026 | Apr 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 3,750 | 85 | 0.0% | 0.0% | 294 | +1,250 | 50.0% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,548 | 81 | 0.0% | 0.0% | 295 | -5,665 | -61.49% | Q1 2026 | Apr 07, 2026 |
| AE Wealth Management LLC | History | No change | 3,096 | 70 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 2,976 | 68 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bank of Jackson Hole Trust | History | No change | 2,679 | 61 | 0.03% | 0.03% | 298 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,195 | 50 | 0.0% | — | 299 | +2,195 | New | Q1 2026 | May 07, 2026 |
| NorthAvenue LLC | History | Added to | 2,098 | 48 | 0.04% | 0.03% | 301 | +717 | 51.92% | Q1 2026 | Apr 15, 2026 |
| TD Capital Management LLC | History | Added to | 2,096 | 48 | 0.0% | 0.0% | 300 | +13 | 0.62% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | Added to | 2,009 | 46 | 0.01% | 0.0% | 302 | +708 | 54.42% | Q1 2026 | May 06, 2026 |
| Clayton Financial Group LLC | History | Added to | 2,028 | 46 | 0.02% | 0.02% | 303 | +73 | 3.73% | Q1 2026 | Apr 13, 2026 |
| EASTERN BANK | History | No change | 1,990 | 45 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| McIlrath & Eck, LLC | History | New | 1,922 | 44 | 0.0% | — | 305 | +1,922 | New | Q1 2026 | May 19, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,751 | 40 | 0.0% | — | 306 | +1,751 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,674 | 38 | 0.0% | 0.0% | 307 | +11 | 0.66% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | No change | 1,276 | 29 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,200 | 27 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 1,137 | 26 | 0.0% | 0.01% | 310 | -2,475 | -68.52% | Q1 2026 | Apr 16, 2026 |
| Balentine LLC | History | No change | 1,098 | 25 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,090 | 24 | 0.0% | — | 312 | +1,090 | New | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | No change | 983 | 22 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Robbins Farley | History | No change | 884 | 20 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 819 | 18 | 0.0% | 0.0% | 316 | +6 | 0.74% | Q1 2026 | Apr 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 800 | 18 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First PREMIER Bank | History | No change | 759 | 17 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 589 | 13 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 554 | 12 | 0.0% | 0.0% | 319 | -2,788 | -83.42% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 553 | 12 | 0.0% | — | 321 | +553 | New | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 550 | 12 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | No change | 500 | 11 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 486 | 11 | 0.01% | 0.01% | 323 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 400 | 9 | 0.0% | 0.01% | 324 | -62,513 | -99.36% | Q1 2026 | May 12, 2026 |
| Signature Resources Capital Management, LLC | History | New | 186 | 4 | 0.0% | — | 327 | +186 | New | Q1 2026 | May 01, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 175 | 4 | 0.0% | 0.0% | 325 | +1 | 0.57% | Q1 2026 | May 14, 2026 |
| SFAM, LLC | History | No change | 197 | 4 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 125 | 2 | 0.0% | 0.01% | 328 | -245 | -66.22% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | New | 51 | 1 | 0.0% | — | 329 | +51 | New | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,817,907 | -100.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning, LLC | History | Closed out | 0 | 0 | — | 2.17% | — | -407,892 | -100.0% | Q1 2026 | May 11, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 3.69% | — | -376,011 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -103,952 | -100.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.04% | — | -77,677 | -100.0% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,605 | -100.0% | Q1 2026 | May 05, 2026 |
| Focused Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.05% | — | -20,095 | -100.0% | Q1 2026 | Apr 20, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,484 | -100.0% | Q1 2026 | May 12, 2026 |
| STAR Financial Bank | History | Closed out | 0 | 0 | — | 0.16% | — | -13,656 | -100.0% | Q1 2026 | May 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -11,502 | -100.0% | Q1 2026 | Apr 09, 2026 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,047 | -100.0% | Q1 2026 | May 13, 2026 |
| Legacy Private Trust Co. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,758 | -100.0% | Q1 2026 | Apr 07, 2026 |
| CGN Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,058 | -100.0% | Q1 2026 | Apr 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,825 | -100.0% | Q1 2026 | May 08, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,200 | -100.0% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,518 | -100.0% | Q1 2026 | May 13, 2026 |
| Hara Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,346 | -100.0% | Q1 2026 | May 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,115 | -100.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,989 | -100.0% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -341 | -100.0% | Q1 2026 | May 15, 2026 |
| Aventura Private Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |