iSHARES TRUST - IBTH
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 | 6,756,711 | 151,553 | 2.19% | 2.35% | 1 | -672,615 | -9.05% | Q1 2026 | Apr 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,767,638 | 84,508 | 0.01% | 0.01% | 2 | +245,067 | 6.96% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,708,002 | 83,170 | 0.01% | 0.0% | 3 | +104,687 | 2.91% | Q1 2026 | May 15, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 2,998,377 | 67,253 | 2.4% | 2.32% | 4 | +168,385 | 5.95% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 2,637,447 | 59,157 | 1.37% | 0.97% | 5 | +696,718 | 35.9% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,491,035 | 55,873 | 0.01% | 0.01% | 6 | -24,668 | -0.98% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,467,661 | 55,349 | 0.08% | 0.08% | 7 | +189,891 | 8.34% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,901,070 | 42,640 | 0.01% | 0.0% | 8 | +1,263,050 | 197.96% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,874,584 | 42,046 | 0.01% | 0.01% | 9 | +140,149 | 8.08% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 1,811,146 | 40,624 | 0.01% | 0.01% | 10 | +64,069 | 3.67% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Added to | 1,720,033 | 38,580 | 0.44% | 0.44% | 11 | +18,307 | 1.08% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Added to | 1,699,627 | 38,122 | 0.01% | 0.0% | 12 | +416,994 | 32.51% | Q1 2026 | May 05, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 1,678,023 | 37,638 | 3.59% | 4.39% | 13 | -271,862 | -13.94% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,481,203 | 33,225 | 0.2% | 0.17% | 14 | +246,251 | 19.94% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,405,276 | 31,520 | 0.04% | 0.04% | 15 | -4,610 | -0.33% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,313,543 | 29,462 | 0.23% | 0.31% | 16 | +162,553 | 14.12% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 1,287,702 | 28,883 | 1.77% | 0.87% | 17 | +485,162 | 60.45% | Q1 2026 | Apr 28, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 1,240,205 | 27,817 | 1.17% | 0.21% | 18 | +1,030,037 | 490.1% | Q1 2026 | Apr 30, 2026 |
| Financial Advisory Corp | History | Added to | 1,205,677 | 27,043 | 3.76% | 3.14% | 19 | +245,584 | 25.58% | Q1 2026 | Apr 10, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,187,645 | 26,638 | 0.2% | 0.21% | 20 | +17,903 | 1.53% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,047,678 | 23,499 | 0.27% | 0.26% | 21 | +30,173 | 2.97% | Q1 2026 | Apr 28, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 941,755 | 21,123 | 0.31% | 0.23% | 22 | +250,932 | 36.32% | Q1 2026 | Apr 09, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 900,558 | 20,199 | 0.3% | 0.31% | 23 | -9,960 | -1.09% | Q1 2026 | Apr 17, 2026 |
| Journey Advisory Group, LLC | History | Added to | 872,105 | 19,561 | 1.67% | 1.61% | 24 | +22,269 | 2.62% | Q1 2026 | May 05, 2026 |
| OneAscent Financial Services LLC | History | New | 813,004 | 18,235 | 0.99% | — | 25 | +813,004 | New | Q1 2026 | Apr 21, 2026 |
| MKT Advisors LLC | History | Added to | 804,133 | 17,992 | 6.03% | 5.99% | 26 | +23,053 | 2.95% | Q1 2026 | Apr 10, 2026 |
| Denver PWM, LLC | History | Added to | 772,699 | 17,296 | 5.95% | 5.58% | 27 | +29,288 | 3.94% | Q1 2026 | May 12, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 745,721 | 16,726 | 1.59% | 1.47% | 28 | +35,456 | 4.99% | Q1 2026 | Apr 16, 2026 |
| Carnegie Investment Counsel | History | Added to | 734,551 | 16,475 | 0.32% | 0.25% | 29 | +125,256 | 20.56% | Q1 2026 | May 01, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 686,345 | 15,394 | 1.16% | 0.77% | 30 | +260,899 | 61.32% | Q1 2026 | Apr 30, 2026 |
| BlackRock, Inc. | History | Added to | 673,518 | 15,107 | 0.0% | 0.0% | 31 | +390,630 | 138.09% | Q1 2026 | May 13, 2026 |
| FULTON BANK, N.A. | History | Added to | 632,365 | 14,183 | 0.5% | 0.28% | 32 | +267,315 | 73.23% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 614,994 | 13,798 | 0.02% | 0.02% | 33 | +13,593 | 2.26% | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 605,306 | 13,577 | 1.33% | 1.42% | 34 | -54,116 | -8.21% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 595,791 | 13,364 | 0.0% | 0.0% | 35 | -17,035 | -2.78% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Added to | 587,025 | 13,158 | 0.42% | 0.43% | 36 | +30,533 | 5.49% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 562,325 | 12,612 | 0.03% | 0.03% | 37 | +20,371 | 3.76% | Q1 2026 | May 14, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 537,218 | 12,049 | 5.45% | 5.33% | 38 | +22,204 | 4.31% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 536,682 | 12,037 | 0.01% | 0.01% | 39 | +83,507 | 18.43% | Q1 2026 | May 07, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 456,390 | 10,236 | 4.48% | 3.73% | 40 | +69,502 | 17.96% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 429,045 | 9,623 | 0.05% | 0.05% | 41 | +47,455 | 12.44% | Q1 2026 | May 05, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 418,786 | 9,393 | 1.36% | 1.48% | 42 | -42,886 | -9.29% | Q1 2026 | Apr 20, 2026 |
| Apella Capital, LLC | History | Added to | 410,722 | 9,214 | 0.14% | 0.18% | 43 | +16,107 | 4.08% | Q1 2026 | Apr 20, 2026 |
| BIP Wealth, LLC | History | Added to | 408,299 | 9,158 | 0.37% | 0.25% | 44 | +94,569 | 30.14% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 391,510 | 8,781 | 0.01% | 0.01% | 45 | +125,236 | 47.03% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 374,080 | 8,390 | 0.01% | 0.01% | 46 | +50,998 | 15.78% | Q1 2026 | Apr 27, 2026 |
| Delta Wealth Advisors LLC | History | Added to | 372,920 | 8,364 | 6.36% | 6.52% | 47 | +26,326 | 7.6% | Q1 2026 | Apr 21, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 355,656 | 7,977 | 4.82% | 4.49% | 48 | -8,647 | -2.37% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Added to | 349,939 | 7,849 | 0.71% | 0.29% | 49 | +132,002 | 60.57% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 342,239 | 7,676 | 0.02% | 0.01% | 50 | +2,042 | 0.6% | Q1 2026 | May 14, 2026 |
| L2 Asset Management, LLC | History | Added to | 316,392 | 7,296 | 0.69% | 0.08% | 51 | +290,476 | 1120.84% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 323,811 | 7,263 | 0.02% | 0.02% | 52 | -19,131 | -5.58% | Q1 2026 | Apr 22, 2026 |
| Northstar Group, Inc. | History | Added to | 323,479 | 7,255 | 1.03% | 0.96% | 53 | +11,220 | 3.59% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 322,051 | 7,236 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Flavin Financial Services, Inc. | History | Added to | 321,631 | 7,214 | 4.85% | 4.87% | 55 | +5,478 | 1.73% | Q1 2026 | May 07, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 300,552 | 6,741 | 0.94% | 0.91% | 56 | -4,415 | -1.45% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 290,605 | 6,518 | 0.0% | 0.0% | 57 | +16,728 | 6.11% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 274,896 | 6,165 | 0.01% | 0.01% | 58 | -17,053 | -5.84% | Q1 2026 | May 12, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 272,733 | 6,117 | 0.41% | 0.37% | 59 | +13,534 | 5.22% | Q1 2026 | May 13, 2026 |
| REBALANCE, LLC | History | Added to | 270,646 | 6,070 | 0.35% | 0.35% | 60 | +3,511 | 1.31% | Q1 2026 | May 11, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 264,689 | 5,936 | 1.4% | 1.09% | 61 | +59,478 | 28.98% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 247,188 | 5,544 | 0.03% | 0.03% | 62 | +4,049 | 1.67% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Added to | 242,226 | 5,433 | 0.06% | 0.01% | 63 | +224,027 | 1230.99% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 237,567 | 5,328 | 0.22% | 0.18% | 64 | +42,445 | 21.75% | Q1 2026 | May 12, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 228,160 | 5,117 | 0.56% | 0.55% | 65 | +18,092 | 8.61% | Q1 2026 | Apr 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 227,847 | 5,110 | 0.19% | 0.11% | 66 | +93,333 | 69.39% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 224,754 | 5,041 | 0.01% | 0.01% | 67 | +42,964 | 23.63% | Q1 2026 | Apr 27, 2026 |
| Old Port Advisors | History | Reduced | 219,098 | 4,914 | 1.13% | 1.81% | 68 | -108,811 | -33.18% | Q1 2026 | Apr 06, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 209,413 | 4,697 | 3.07% | 2.81% | 69 | +13,608 | 6.95% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 200,311 | 4,492 | 0.34% | 0.34% | 70 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Private Trust Co. | History | Reduced | 199,515 | 4,475 | 0.28% | 0.31% | 71 | -35,056 | -14.94% | Q1 2026 | Apr 07, 2026 |
| Asset Dedication, LLC | History | No change | 198,025 | 4,449 | 0.29% | 0.29% | 72 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 198,274 | 4,433 | 0.97% | 0.56% | 73 | +85,465 | 75.76% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 196,100 | 4,398 | 0.01% | 0.01% | 74 | +5,192 | 2.72% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 192,190 | 4,311 | 0.01% | 0.01% | 75 | -6,834 | -3.43% | Q1 2026 | May 01, 2026 |
| CENTRAL TRUST Co | History | Reduced | 189,712 | 4,255 | 0.08% | 0.11% | 76 | -63,035 | -24.94% | Q1 2026 | Apr 17, 2026 |
| Cetera Investment Advisers | History | Added to | 189,208 | 4,243 | 0.0% | 0.0% | 77 | +3,457 | 1.86% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 183,480 | 4,115 | 0.02% | 0.02% | 78 | +10,054 | 5.8% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 168,913 | 3,788 | 0.06% | 0.06% | 79 | -2,155 | -1.26% | Q1 2026 | Apr 07, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 160,695 | 3,604 | 1.01% | 1.02% | 80 | +7,539 | 4.92% | Q1 2026 | Apr 22, 2026 |
| Portland Global Advisors LLC | History | Added to | 160,668 | 3,603 | 0.38% | 0.34% | 81 | +18,554 | 13.06% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 159,531 | 3,569 | 0.01% | 0.01% | 82 | -118,216 | -42.56% | Q1 2026 | Apr 08, 2026 |
| Probity Advisors, Inc. | History | Reduced | 151,562 | 3,399 | 0.54% | 0.87% | 83 | -89,192 | -37.05% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 147,191 | 3,301 | 0.08% | 0.08% | 84 | +2,687 | 1.86% | Q1 2026 | May 11, 2026 |
| Gradient Investments LLC | History | Reduced | 146,609 | 3,288 | 0.05% | 0.06% | 85 | -21,974 | -13.03% | Q1 2026 | Apr 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 144,958 | 3,251 | 0.03% | 0.06% | 86 | -193,072 | -57.12% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning, LLC | History | New | 138,194 | 3,105 | 0.7% | — | 87 | +138,194 | New | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 137,335 | 3,080 | 0.02% | 0.02% | 88 | +19,994 | 17.04% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 135,985 | 3,050 | 0.01% | 0.01% | 89 | -327 | -0.24% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 135,771 | 3,045 | 0.0% | 0.0% | 90 | +2,624 | 1.97% | Q1 2026 | May 05, 2026 |
| Lantz Financial LLC | History | Added to | 132,667 | 2,975 | 0.62% | 0.55% | 91 | +15,866 | 13.58% | Q1 2026 | Apr 09, 2026 |
| SCS Capital Management LLC | History | Added to | 130,543 | 2,928 | 0.03% | 0.03% | 92 | +17,921 | 15.91% | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 129,461 | 2,903 | 0.02% | 0.02% | 93 | +5,274 | 4.25% | Q1 2026 | May 01, 2026 |
| Valmark Advisers, Inc. | History | Added to | 127,011 | 2,848 | 0.03% | 0.03% | 94 | +3,163 | 2.55% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 125,939 | 2,825 | 0.01% | 0.01% | 95 | +15,171 | 13.7% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 123,341 | 2,766 | 0.05% | 0.06% | 96 | -12,530 | -9.22% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | New | 121,375 | 2,722 | 0.0% | — | 97 | +121,375 | New | Q1 2026 | May 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 116,960 | 2,623 | 0.1% | 0.1% | 98 | -2,010 | -1.69% | Q1 2026 | Apr 14, 2026 |
| Atria Investments, Inc | History | Added to | 114,709 | 2,572 | 0.03% | 0.03% | 99 | +3,087 | 2.77% | Q1 2026 | May 05, 2026 |
| Centennial Advisors, LLC | History | Reduced | 109,253 | 2,450 | 3.12% | 3.47% | 100 | -9,519 | -8.01% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 107,299 | 2,406 | 0.02% | 0.02% | 101 | +356 | 0.33% | Q1 2026 | May 14, 2026 |
| Mechanics Bank Trust Department | History | No change | 106,000 | 2,377 | 0.33% | 0.31% | 102 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 103,650 | 2,324 | 0.05% | 0.03% | 103 | +50,525 | 95.11% | Q1 2026 | May 15, 2026 |
| TFR Capital, LLC. | History | Reduced | 103,515 | 2,321 | 0.71% | 0.77% | 104 | -186 | -0.18% | Q1 2026 | May 04, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 100,236 | 2,248 | 0.35% | 0.35% | 105 | -49 | -0.05% | Q1 2026 | Apr 29, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 97,965 | 2,197 | 1.07% | 1.13% | 106 | +587 | 0.6% | Q1 2026 | Apr 22, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 95,427 | 2,140 | 0.13% | 0.13% | 107 | -4,147 | -4.16% | Q1 2026 | May 12, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | New | 95,079 | 2,126 | 1.45% | — | 109 | +95,079 | New | Q1 2026 | Apr 08, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 94,800 | 2,126 | 0.37% | 0.38% | 108 | +20 | 0.02% | Q1 2026 | May 05, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 92,000 | 2,063 | 0.16% | 0.16% | 110 | -1,800 | -1.92% | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 89,404 | 2,005 | 0.04% | 0.05% | 111 | -5,949 | -6.24% | Q1 2026 | Apr 13, 2026 |
| KOM Wealth Management Group, LLC | History | Added to | 85,746 | 1,923 | 1.31% | 1.2% | 112 | +10,223 | 13.54% | Q1 2026 | Apr 23, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 84,933 | 1,905 | 0.05% | 0.05% | 113 | -4,884 | -5.44% | Q1 2026 | May 01, 2026 |
| Leo Wealth, LLC | History | Reduced | 83,036 | 1,862 | 0.14% | 0.16% | 114 | -13,091 | -13.62% | Q1 2026 | May 05, 2026 |
| Modern Wealth Management, LLC | History | Added to | 80,913 | 1,810 | 0.03% | 0.03% | 115 | +11,138 | 15.96% | Q1 2026 | May 14, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 77,202 | 1,734 | 2.2% | — | 116 | +77,202 | New | Q1 2026 | May 07, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 76,908 | 1,725 | 0.02% | 0.02% | 117 | -6,630 | -7.94% | Q1 2026 | May 06, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 74,487 | 1,670 | 0.83% | 0.89% | 118 | -4,980 | -6.27% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 73,743 | 1,654 | 0.0% | 0.0% | 119 | +51,373 | 229.65% | Q1 2026 | May 15, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 73,448 | 1,647 | 0.33% | 0.32% | 120 | +10,665 | 16.99% | Q1 2026 | Apr 23, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 70,832 | 1,588 | 0.21% | 0.18% | 121 | +10,766 | 17.92% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Added to | 70,127 | 1,572 | 0.0% | 0.0% | 122 | +18,723 | 36.42% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 68,654 | 1,539 | 0.03% | 0.03% | 123 | +10,487 | 18.03% | Q1 2026 | May 14, 2026 |
| Montecito Bank & Trust | History | Reduced | 68,127 | 1,528 | 0.25% | 0.25% | 124 | -1,678 | -2.4% | Q1 2026 | Apr 16, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 67,230 | 1,507 | 0.21% | 0.21% | 125 | +1,917 | 2.94% | Q1 2026 | Apr 16, 2026 |
| Reliant Wealth Planning | History | Added to | 66,696 | 1,495 | 0.45% | 0.46% | 126 | +489 | 0.74% | Q1 2026 | May 15, 2026 |
| Cannon Financial Strategists, Inc. | History | Added to | 64,583 | 1,448 | 0.19% | 0.2% | 127 | +341 | 0.53% | Q1 2026 | May 12, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 64,355 | 1,443 | 0.14% | 0.09% | 128 | +20,921 | 48.17% | Q1 2026 | Apr 13, 2026 |
| Heartland Bank & Trust Co | History | No change | 63,532 | 1,425 | 0.32% | 0.6% | 129 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 62,945 | 1,414 | 0.01% | 0.01% | 130 | +3,336 | 5.6% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 59,940 | 1,344 | 0.05% | 0.02% | 131 | +39,907 | 199.21% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | New | 59,890 | 1,343 | 0.04% | — | 132 | +59,890 | New | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 56,335 | 1,263 | 0.0% | 0.0% | 133 | +3,341 | 6.3% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 52,101 | 1,168 | 0.0% | 0.0% | 134 | -26,884 | -34.04% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 51,684 | 1,160 | 0.0% | 0.0% | 135 | +9,699 | 23.1% | Q1 2026 | May 13, 2026 |
| Austin Private Wealth, LLC | History | No change | 51,173 | 1,149 | 0.09% | 0.09% | 136 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 51,104 | 1,146 | 0.0% | 0.0% | 137 | -10,344 | -16.83% | Q1 2026 | May 04, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 50,000 | 1,122 | 0.15% | 0.14% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fourth Dimension Wealth, LLC | History | Added to | 47,487 | 1,065 | 0.4% | 0.37% | 139 | +2,848 | 6.38% | Q1 2026 | May 11, 2026 |
| Horizons Wealth Management | History | Added to | 47,322 | 1,061 | 0.7% | 0.68% | 140 | +1,056 | 2.28% | Q1 2026 | Apr 02, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Added to | 46,994 | 1,054 | 0.55% | 0.57% | 141 | +484 | 1.04% | Q1 2026 | Apr 20, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 46,233 | 1,037 | 0.36% | 0.32% | 142 | +3,650 | 8.57% | Q1 2026 | May 04, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 45,924 | 1,030 | 0.16% | 0.19% | 143 | -14 | -0.03% | Q1 2026 | Apr 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 44,695 | 1,002 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Straight Path Wealth Management | History | Reduced | 43,350 | 972 | 0.26% | 0.26% | 145 | -305 | -0.7% | Q1 2026 | Apr 22, 2026 |
| Great Diamond Partners, LLC | History | Added to | 41,960 | 941 | 0.18% | 0.1% | 146 | +19,604 | 87.69% | Q1 2026 | May 12, 2026 |
| Rossmore Private Capital | History | Added to | 41,190 | 923 | 0.08% | 0.07% | 147 | +6,001 | 17.05% | Q1 2026 | May 01, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 40,855 | 916 | 0.4% | 0.38% | 148 | +611 | 1.52% | Q1 2026 | Apr 23, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 40,050 | 898 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | New | 39,325 | 882 | 0.39% | — | 150 | +39,325 | New | Q1 2026 | May 05, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 39,255 | 880 | 0.0% | 0.0% | 151 | +1,615 | 4.29% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 38,983 | 874 | 0.01% | 0.02% | 152 | +200 | 0.52% | Q1 2026 | Apr 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Added to | 38,638 | 866 | 0.06% | 0.03% | 153 | +20,049 | 107.85% | Q1 2026 | Apr 16, 2026 |
| Chris Bulman Inc | History | Reduced | 38,058 | 853 | 0.37% | 0.42% | 154 | -4,305 | -10.16% | Q1 2026 | Apr 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 37,314 | 836 | 0.01% | 0.01% | 155 | +2,584 | 7.44% | Q1 2026 | Apr 20, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 36,562 | 818 | 0.22% | 0.2% | 156 | +5,460 | 17.56% | Q1 2026 | Apr 16, 2026 |
| 4J Wealth Management LLC | History | Reduced | 36,151 | 810 | 0.46% | 0.47% | 157 | -340 | -0.93% | Q1 2026 | May 05, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 36,106 | 809 | 0.15% | 0.1% | 158 | +11,016 | 43.91% | Q1 2026 | Apr 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 34,632 | 776 | 0.01% | 0.01% | 159 | -528 | -1.5% | Q1 2026 | May 08, 2026 |
| PSI Advisors, LLC | History | No change | 34,590 | 775 | 0.19% | 0.2% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 34,116 | 765 | 0.04% | 0.03% | 161 | +4,021 | 13.36% | Q1 2026 | May 08, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 33,344 | 747 | 0.01% | 0.01% | 162 | +7,342 | 28.24% | Q1 2026 | Apr 21, 2026 |
| Wick Capital Partners, LLC | History | Reduced | 32,386 | 726 | 0.13% | 0.14% | 163 | -2,333 | -6.72% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 32,203 | 722 | 0.02% | 0.02% | 164 | +684 | 2.17% | Q1 2026 | May 14, 2026 |
| Element Wealth, LLC | History | Added to | 31,559 | 707 | 0.29% | 0.28% | 165 | +1,278 | 4.22% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 31,368 | 703 | 0.0% | 0.0% | 166 | +44 | 0.14% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 30,985 | 694 | 0.01% | 0.01% | 167 | -774 | -2.44% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 30,828 | 691 | 0.02% | 0.02% | 168 | -897 | -2.83% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 30,729 | 689 | 0.02% | 0.02% | 169 | +5,609 | 22.33% | Q1 2026 | May 11, 2026 |
| TABLEAUX LLC | History | Reduced | 29,946 | 671 | 0.32% | 1.79% | 170 | -79,945 | -72.75% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 29,508 | 661 | 0.0% | 0.0% | 171 | +2,475 | 9.16% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 29,035 | 651 | 0.01% | — | 172 | +29,035 | New | Q1 2026 | May 01, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 28,624 | 642 | 0.05% | 0.05% | 173 | +57 | 0.2% | Q1 2026 | May 07, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 27,990 | 627 | 0.2% | 0.21% | 174 | -518 | -1.82% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 27,865 | 625 | 0.18% | 0.18% | 175 | +668 | 2.46% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 27,862 | 624 | 0.01% | 0.01% | 176 | +4,928 | 21.49% | Q1 2026 | May 15, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 27,039 | 606 | 0.49% | 0.5% | 177 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 26,887 | 603 | 0.11% | 0.11% | 178 | +241 | 0.9% | Q1 2026 | Apr 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 26,626 | 597 | 0.01% | 0.01% | 179 | +1,269 | 5.0% | Q1 2026 | Apr 10, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 26,400 | 592 | 0.04% | 0.02% | 180 | +8,890 | 50.77% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 26,177 | 587 | 0.0% | — | 181 | +26,177 | New | Q1 2026 | May 12, 2026 |
| Essential Planning, LLC. | History | Reduced | 25,759 | 577 | 0.18% | 0.19% | 182 | -384 | -1.47% | Q1 2026 | Apr 22, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 25,453 | 570 | 0.03% | 0.03% | 183 | -20 | -0.08% | Q1 2026 | Apr 30, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 24,663 | 553 | 0.22% | 0.09% | 184 | +14,384 | 139.94% | Q1 2026 | May 11, 2026 |
| Prosperity Planning, Inc. | History | Added to | 24,222 | 543 | 0.14% | 0.07% | 186 | +11,788 | 94.8% | Q1 2026 | Apr 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 24,246 | 543 | 0.0% | 0.0% | 185 | -6,351 | -20.76% | Q1 2026 | May 08, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Added to | 24,142 | 541 | 0.12% | 0.07% | 187 | +9,883 | 69.31% | Q1 2026 | May 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 23,944 | 537 | 0.0% | 0.0% | 188 | +489 | 2.08% | Q1 2026 | May 14, 2026 |
| Cambridge Financial Group, LLC | History | No change | 23,712 | 531 | 0.18% | 0.18% | 189 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 23,481 | 526 | 0.03% | 0.03% | 190 | +2,675 | 12.86% | Q1 2026 | Apr 30, 2026 |
| Focused Wealth Management, Inc | History | Added to | 23,324 | 523 | 0.05% | 0.05% | 191 | +752 | 3.33% | Q1 2026 | Apr 20, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 23,267 | 521 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 23,000 | 515 | 0.02% | 0.02% | 193 | +4,000 | 21.05% | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Added to | 22,960 | 514 | 0.01% | 0.01% | 194 | +4,332 | 23.26% | Q1 2026 | Apr 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | New | 22,578 | 506 | 0.01% | — | 195 | +22,578 | New | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | No change | 22,261 | 499 | 0.01% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 22,025 | 494 | 0.06% | 0.08% | 198 | -4,675 | -17.51% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 22,060 | 494 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 21,979 | 492 | 0.19% | — | 199 | +21,979 | New | Q1 2026 | Apr 22, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 20,822 | 467 | 0.13% | 0.12% | 200 | +125 | 0.6% | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 20,537 | 460 | 0.01% | 0.01% | 201 | +9,967 | 94.3% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,084 | 449 | 0.0% | 0.0% | 202 | +9,830 | 95.87% | Q1 2026 | Apr 07, 2026 |
| Black Maple Capital Management LP | History | No change | 20,000 | 448 | 0.25% | 0.31% | 203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 19,960 | 447 | 0.02% | 0.03% | 204 | +254 | 1.29% | Q1 2026 | May 13, 2026 |
| Walleye Partners, LLC | History | Added to | 19,608 | 439 | 0.54% | 0.49% | 205 | +117 | 0.6% | Q1 2026 | Apr 23, 2026 |
| Churchill Financial Advisors, LLC | History | New | 19,552 | 438 | 0.09% | — | 206 | +19,552 | New | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 19,037 | 426 | 0.01% | 0.0% | 207 | +7,575 | 66.09% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 18,681 | 418 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 18,139 | 406 | 0.17% | 0.51% | 209 | -29,866 | -62.21% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 18,036 | 404 | 0.01% | 0.01% | 210 | +1,208 | 7.18% | Q1 2026 | May 15, 2026 |
| Basepoint Wealth LLC | History | New | 17,852 | 400 | 0.23% | — | 211 | +17,852 | New | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 17,511 | 392 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signature Wealth Management Group | History | No change | 17,511 | 392 | 0.15% | 0.16% | 213 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 17,236 | 386 | 0.03% | 0.03% | 214 | +12 | 0.07% | Q1 2026 | Apr 29, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | New | 17,000 | 381 | 0.05% | — | 215 | +17,000 | New | Q1 2026 | Apr 17, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 16,400 | 367 | 0.05% | 0.06% | 216 | -16,400 | -50.0% | Q1 2026 | Apr 24, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 16,369 | 367 | 0.0% | 0.0% | 218 | +585 | 3.71% | Q1 2026 | May 08, 2026 |
| Black Swift Group, LLC | History | Added to | 16,375 | 367 | 0.06% | 0.06% | 217 | +230 | 1.42% | Q1 2026 | Apr 24, 2026 |
| High Note Wealth, LLC | History | Added to | 16,206 | 363 | 0.07% | 0.06% | 219 | +2,888 | 21.68% | Q1 2026 | May 11, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 15,986 | 358 | 0.27% | 0.3% | 220 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Opus Capital Group, LLC | History | No change | 15,782 | 354 | 0.04% | 0.04% | 221 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 15,715 | 352 | 0.01% | 0.01% | 222 | +178 | 1.15% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,658 | 351 | 0.0% | 0.0% | 223 | -447 | -2.78% | Q1 2026 | Apr 24, 2026 |
| Crews Bank & Trust | History | No change | 15,340 | 344 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 15,256 | 342 | 0.02% | 0.02% | 225 | -27 | -0.18% | Q1 2026 | May 13, 2026 |
| Trinity Wealth Management, LLC | History | No change | 15,152 | 339 | 0.12% | 0.13% | 226 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MLP3, LLC | History | Added to | 14,881 | 333 | 0.37% | 0.25% | 227 | +4,742 | 46.77% | Q1 2026 | Apr 13, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 14,600 | 327 | 0.15% | 0.15% | 228 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 14,541 | 326 | 0.0% | 0.0% | 229 | -17,430 | -54.52% | Q1 2026 | May 15, 2026 |
| KPP Advisory Services LLC | History | Added to | 14,575 | 326 | 0.05% | 0.04% | 230 | +1,000 | 7.37% | Q1 2026 | Apr 24, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 14,150 | 317 | 0.04% | 0.04% | 231 | +73 | 0.52% | Q1 2026 | May 12, 2026 |
| Towne Trust Company, N.A | History | Reduced | 13,570 | 304 | 0.1% | 0.11% | 232 | -2,000 | -12.85% | Q1 2026 | Apr 22, 2026 |
| Alessandra Capital Management, LLC | History | Added to | 13,500 | 302 | 0.26% | 0.2% | 234 | +3,500 | 35.0% | Q1 2026 | Apr 30, 2026 |
| Autumn Glory Partners, LLC | History | Added to | 13,475 | 302 | 0.11% | 0.11% | 233 | +28 | 0.21% | Q1 2026 | May 04, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 13,375 | 300 | 0.03% | — | 235 | +13,375 | New | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 13,060 | 293 | 0.01% | — | 236 | +13,060 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | New | 12,961 | 290 | 0.0% | — | 238 | +12,961 | New | Q1 2026 | Apr 15, 2026 |
| Prospera Financial Services Inc | History | New | 12,931 | 290 | 0.0% | — | 239 | +12,931 | New | Q1 2026 | Apr 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 12,942 | 290 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 12,747 | 285 | 0.01% | 0.01% | 240 | +3 | 0.02% | Q1 2026 | May 14, 2026 |
| CGN Advisors LLC | History | Added to | 12,687 | 284 | 0.02% | 0.02% | 241 | +2,186 | 20.82% | Q1 2026 | Apr 13, 2026 |
| Alamar Capital Management, LLC | History | No change | 12,700 | 284 | 0.17% | 0.16% | 242 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hills Bank & Trust Co | History | Added to | 12,370 | 277 | 0.01% | 0.02% | 243 | +180 | 1.48% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,336 | 276 | 0.0% | 0.0% | 244 | +91 | 0.74% | Q1 2026 | May 13, 2026 |
| WASHINGTON TRUST Co | History | No change | 12,294 | 275 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| COMERICA BANK | History | No change | 11,923 | 267 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 11,799 | 264 | 0.17% | 0.16% | 247 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Added to | 11,593 | 260 | 0.12% | 0.11% | 248 | +473 | 4.25% | Q1 2026 | Apr 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 11,505 | 258 | 0.07% | 0.07% | 249 | +444 | 4.01% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 11,500 | 257 | 0.0% | 0.0% | 250 | +10,500 | 1050.0% | Q1 2026 | May 01, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 11,483 | 257 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 11,269 | 253 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Highland Financial Advisors, LLC | History | No change | 11,306 | 253 | 0.07% | 0.07% | 253 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Decker Wealth Management LLC | History | No change | 11,174 | 250 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mascoma Wealth Management LLC | History | No change | 11,028 | 247 | 0.05% | 0.05% | 255 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Atwater Malick LLC | History | New | 10,940 | 245 | 0.07% | — | 256 | +10,940 | New | Q1 2026 | Apr 22, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 10,893 | 244 | 0.04% | — | 257 | +10,893 | New | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 10,752 | 241 | 0.0% | 0.0% | 258 | -513 | -4.55% | Q1 2026 | May 15, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 10,458 | 234 | 0.06% | 0.05% | 259 | +534 | 5.38% | Q1 2026 | May 12, 2026 |
| McGuire Investment Group, LLC | History | Added to | 10,422 | 233 | 0.03% | 0.02% | 260 | +771 | 7.99% | Q1 2026 | Apr 28, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 10,356 | 232 | 0.01% | 0.01% | 261 | +100 | 0.98% | Q1 2026 | Apr 16, 2026 |
| Trust Co | History | Added to | 10,193 | 228 | 0.02% | 0.02% | 262 | +29 | 0.29% | Q1 2026 | Apr 13, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Reduced | 10,100 | 226 | 0.03% | 0.03% | 263 | -2,220 | -18.02% | Q1 2026 | May 04, 2026 |
| Carmel Capital Partners, LLC | History | No change | 10,000 | 224 | 0.08% | 0.08% | 264 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 9,875 | 221 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | No change | 9,739 | 218 | 0.07% | 0.07% | 266 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Dakota Wealth Management | History | No change | 9,335 | 209 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Composition Wealth, LLC | History | New | 9,262 | 207 | 0.0% | — | 268 | +9,262 | New | Q1 2026 | Apr 08, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 9,203 | 206 | 0.04% | — | 270 | +9,203 | New | Q1 2026 | Apr 15, 2026 |
| Berger Financial Group, Inc | History | No change | 9,223 | 206 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 8,245 | 184 | 0.01% | 0.01% | 271 | -900 | -9.84% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,282 | 163 | 0.0% | 0.0% | 272 | +282 | 4.03% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 6,892 | 154 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,630 | 148 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Black Cypress Capital Management, LLC | History | Added to | 6,500 | 145 | 0.1% | 0.05% | 275 | +3,200 | 96.97% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 5,638 | 126 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 5,000 | 112 | 0.0% | — | 277 | +5,000 | New | Q1 2026 | Apr 30, 2026 |
| Hara Capital LLC | History | Reduced | 4,977 | 111 | 0.06% | 0.07% | 278 | -720 | -12.64% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,029 | 90 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CNB Bank | History | Reduced | 4,003 | 89 | 0.04% | 0.04% | 280 | -40 | -0.99% | Q1 2026 | May 06, 2026 |
| Costello Asset Management, INC | History | Reduced | 3,942 | 88 | 0.03% | 0.04% | 281 | -775 | -16.43% | Q1 2026 | Apr 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,555 | 79 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 3,359 | 75 | 0.0% | 0.0% | 283 | +536 | 18.99% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | New | 3,328 | 74 | 0.0% | — | 285 | +3,328 | New | Q1 2026 | Apr 22, 2026 |
| Bogart Wealth, LLC | History | Added to | 3,315 | 74 | 0.0% | 0.0% | 284 | +1 | 0.03% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Added to | 2,997 | 67 | 0.0% | 0.0% | 286 | +1,019 | 51.52% | Q1 2026 | May 13, 2026 |
| Bank of Jackson Hole Trust | History | No change | 2,747 | 61 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 2,646 | 59 | 0.01% | 0.01% | 288 | -1,058 | -28.56% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | No change | 2,371 | 53 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,263 | 50 | 0.0% | — | 290 | +2,263 | New | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | Added to | 2,135 | 47 | 0.0% | 0.0% | 291 | +13 | 0.61% | Q1 2026 | May 11, 2026 |
| Clearstead Trust, LLC | History | Added to | 2,045 | 45 | 0.01% | 0.0% | 292 | +721 | 54.46% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,713 | 38 | 0.0% | 0.0% | 293 | +10 | 0.59% | Q1 2026 | May 13, 2026 |
| Princeton Global Asset Management LLC | History | New | 1,335 | 29 | 0.0% | — | 295 | +1,335 | New | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | No change | 1,301 | 29 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | No change | 1,150 | 25 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Balentine LLC | History | No change | 1,124 | 25 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Clayton Financial Group LLC | History | Added to | 1,036 | 23 | 0.01% | 0.01% | 298 | +39 | 3.91% | Q1 2026 | Apr 13, 2026 |
| BankPlus Trust Department | History | No change | 1,057 | 23 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 1,000 | 22 | 0.0% | — | 300 | +1,000 | New | Q1 2026 | Apr 28, 2026 |