iSHARES TRUST - IBTJ
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 3,383,735 | 73,910 | 0.0% | 0.0% | 1 | -16,372 | -0.48% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,457,909 | 53,688 | 0.0% | 0.0% | 2 | +269,167 | 12.3% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,336,938 | 51,045 | 0.08% | 0.07% | 3 | +371,655 | 18.91% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,290,527 | 50,031 | 0.01% | 0.01% | 4 | +275,129 | 13.65% | Q1 2026 | May 11, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 1,822,278 | 39,804 | 3.79% | 4.25% | 5 | -112,531 | -5.82% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 1,748,132 | 38,184 | 0.44% | 0.43% | 6 | +19,679 | 1.14% | Q1 2026 | Apr 16, 2026 |
| Financial Advisory Corp | History | Added to | 1,571,571 | 34,327 | 4.77% | 0.15% | 7 | +1,524,642 | 3248.83% | Q1 2026 | Apr 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,571,533 | 34,326 | 0.01% | 0.01% | 8 | +69,676 | 4.64% | Q1 2026 | May 14, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 1,238,117 | 27,044 | 2.58% | 2.12% | 9 | +193,119 | 18.48% | Q1 2026 | Apr 16, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,222,479 | 26,702 | 0.01% | 0.0% | 10 | +1,199,628 | 5249.78% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,197,930 | 26,148 | 0.16% | 0.14% | 11 | +142,547 | 13.51% | Q1 2026 | May 15, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 1,040,554 | 22,728 | 1.99% | 1.85% | 12 | +39,934 | 3.99% | Q1 2026 | Apr 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 994,258 | 21,717 | 0.01% | 0.0% | 13 | +784,955 | 375.03% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 987,258 | 21,564 | 0.02% | 0.02% | 14 | +32,701 | 3.43% | Q1 2026 | May 12, 2026 |
| ATWOOD & PALMER INC | History | Added to | 944,974 | 20,641 | 1.16% | 1.16% | 15 | +17,579 | 1.9% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | Reduced | 915,521 | 19,997 | 0.0% | 0.0% | 16 | -117,424 | -11.37% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 835,319 | 18,245 | 0.03% | 0.03% | 17 | -56,270 | -6.31% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 803,097 | 17,541 | 0.17% | 0.18% | 18 | +51,443 | 6.84% | Q1 2026 | May 12, 2026 |
| Journey Advisory Group, LLC | History | Added to | 797,733 | 17,424 | 1.49% | 1.43% | 19 | +24,732 | 3.2% | Q1 2026 | May 05, 2026 |
| HM PAYSON & CO | History | Added to | 771,542 | 16,852 | 0.24% | 0.13% | 20 | +366,858 | 90.65% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Added to | 756,665 | 16,527 | 0.04% | 0.04% | 21 | +45,942 | 6.46% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 691,063 | 15,094 | 0.0% | 0.0% | 22 | +400,809 | 138.09% | Q1 2026 | May 13, 2026 |
| Denver PWM, LLC | History | Reduced | 672,520 | 14,617 | 5.02% | 5.05% | 23 | -17,928 | -2.6% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 616,659 | 13,469 | 0.0% | 0.0% | 24 | +86,442 | 16.3% | Q1 2026 | May 06, 2026 |
| MKT Advisors LLC | History | Added to | 612,479 | 13,336 | 4.47% | 4.48% | 25 | +14,676 | 2.45% | Q1 2026 | Apr 10, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 542,615 | 11,852 | 5.36% | 5.18% | 26 | +30,300 | 5.91% | Q1 2026 | May 11, 2026 |
| Legacy Private Trust Co. | History | Added to | 537,250 | 11,735 | 0.72% | 0.68% | 27 | +12,884 | 2.46% | Q1 2026 | Apr 07, 2026 |
| Krilogy Financial LLC | History | Added to | 521,117 | 11,373 | 0.37% | 0.37% | 28 | +24,018 | 4.83% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 517,913 | 11,312 | 0.13% | 0.12% | 29 | +22,170 | 4.47% | Q1 2026 | Apr 28, 2026 |
| Probity Advisors, Inc. | History | Added to | 485,542 | 10,605 | 1.68% | 1.54% | 30 | +48,156 | 11.01% | Q1 2026 | Apr 28, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 466,897 | 10,198 | 4.46% | 3.74% | 31 | +69,236 | 17.41% | Q1 2026 | Apr 28, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 438,998 | 9,589 | 0.84% | — | 32 | +438,998 | New | Q1 2026 | Apr 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 436,570 | 9,536 | 0.07% | 0.05% | 33 | +180,809 | 70.69% | Q1 2026 | Apr 07, 2026 |
| Waycross Investment Management Co | History | Added to | 435,914 | 9,521 | 9.09% | 8.2% | 34 | +11,054 | 2.6% | Q1 2026 | Apr 13, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 424,929 | 9,281 | 5.6% | 5.21% | 35 | -7,784 | -1.8% | Q1 2026 | May 15, 2026 |
| PFG Private Wealth Management, LLC | History | New | 393,879 | 9,239 | 3.92% | — | 36 | +393,879 | New | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 361,685 | 7,900 | 0.22% | 0.2% | 37 | +13,557 | 3.89% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 359,420 | 7,850 | 0.05% | 0.05% | 38 | +20,615 | 6.08% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 343,944 | 7,512 | 0.06% | 0.04% | 39 | +188,824 | 121.73% | Q1 2026 | May 15, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | Added to | 323,272 | 7,061 | 3.33% | 2.53% | 40 | +29,370 | 9.99% | Q1 2026 | May 13, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 296,824 | 6,483 | 2.69% | 2.65% | 41 | +7,477 | 2.58% | Q1 2026 | Apr 23, 2026 |
| FAGAN ASSOCIATES, INC. | History | Reduced | 292,849 | 6,396 | 0.89% | 0.87% | 42 | -3,439 | -1.16% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 288,490 | 6,303 | 0.01% | 0.01% | 43 | -13,957 | -4.61% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 275,211 | 6,011 | 0.0% | 0.0% | 44 | +45,169 | 19.64% | Q1 2026 | May 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 262,196 | 5,727 | 0.11% | 0.11% | 45 | +6,129 | 2.39% | Q1 2026 | Apr 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 254,141 | 5,551 | 0.01% | 0.01% | 46 | +94,538 | 59.23% | Q1 2026 | Apr 22, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | New | 236,137 | 5,492 | 1.44% | — | 47 | +236,137 | New | Q1 2026 | May 01, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 247,906 | 5,415 | 0.6% | 0.57% | 48 | +24,189 | 10.81% | Q1 2026 | Apr 13, 2026 |
| REBALANCE, LLC | History | Reduced | 246,692 | 5,388 | 0.31% | 0.33% | 49 | -9,130 | -3.57% | Q1 2026 | May 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 243,010 | 5,308 | 0.08% | 0.06% | 50 | +66,303 | 37.52% | Q1 2026 | Apr 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 232,796 | 5,084 | 0.01% | 0.01% | 51 | +47,613 | 25.71% | Q1 2026 | May 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 222,819 | 4,867 | 0.21% | 0.15% | 52 | +54,557 | 32.42% | Q1 2026 | May 14, 2026 |
| Belpointe Asset Management LLC | History | Added to | 210,479 | 4,597 | 0.17% | 0.15% | 53 | +21,924 | 11.63% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 186,641 | 4,077 | 0.0% | 0.0% | 54 | -15,699 | -7.76% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 184,732 | 4,035 | 0.01% | 0.01% | 55 | +14,962 | 8.81% | Q1 2026 | May 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 183,271 | 4,003 | 0.06% | 0.06% | 56 | +2,739 | 1.52% | Q1 2026 | Apr 01, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 175,555 | 3,834 | 0.23% | 0.2% | 57 | +17,804 | 11.29% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | Added to | 166,673 | 3,640 | 0.06% | 0.05% | 58 | +6,153 | 3.83% | Q1 2026 | Apr 07, 2026 |
| BIP Wealth, LLC | History | Reduced | 165,256 | 3,609 | 0.15% | 0.14% | 59 | -19,218 | -10.42% | Q1 2026 | Apr 27, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 165,158 | 3,607 | 1.01% | 1.01% | 60 | +10,467 | 6.77% | Q1 2026 | Apr 22, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 152,336 | 3,327 | 0.13% | 0.12% | 61 | +12,173 | 8.68% | Q1 2026 | Apr 14, 2026 |
| Asset Dedication, LLC | History | No change | 151,272 | 3,319 | 0.22% | 0.22% | 62 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Parallel Advisors, LLC | History | Added to | 149,253 | 3,260 | 0.06% | 0.06% | 63 | +7,024 | 4.94% | Q1 2026 | May 07, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 148,083 | 3,235 | 0.22% | 0.18% | 64 | +21,872 | 17.33% | Q1 2026 | May 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 142,758 | 3,118 | 0.31% | 0.3% | 65 | +1,482 | 1.05% | Q1 2026 | Apr 30, 2026 |
| Cypress Point Wealth Management, LLC | History | New | 119,718 | 3,034 | 0.65% | — | 66 | +119,718 | New | Q1 2026 | Apr 13, 2026 |
| Northstar Group, Inc. | History | Added to | 135,853 | 2,967 | 0.42% | 0.33% | 67 | +24,200 | 21.67% | Q1 2026 | Apr 28, 2026 |
| SCS Capital Management LLC | History | Added to | 134,190 | 2,931 | 0.03% | 0.03% | 68 | +18,352 | 15.84% | Q1 2026 | May 11, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 126,510 | 2,929 | 0.21% | 0.03% | 69 | +117,010 | 1231.68% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 133,209 | 2,909 | 0.03% | 0.01% | 70 | +115,122 | 636.49% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 131,322 | 2,868 | 0.0% | 0.0% | 71 | -6,367 | -4.62% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 122,536 | 2,676 | 0.0% | 0.0% | 72 | +19,370 | 18.78% | Q1 2026 | May 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 119,301 | 2,605 | 0.11% | 0.08% | 73 | +26,247 | 28.21% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | Added to | 102,761 | 2,248 | 0.03% | 0.04% | 74 | +9,995 | 10.77% | Q1 2026 | Apr 20, 2026 |
| Hughes Financial Services, LLC | History | Added to | 99,549 | 2,174 | 0.33% | 0.34% | 75 | +1,479 | 1.51% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 96,618 | 2,110 | 0.01% | 0.01% | 76 | +3,855 | 4.16% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 91,293 | 1,994 | 0.0% | 0.0% | 77 | -4,030 | -4.23% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 88,505 | 1,933 | 0.02% | 0.02% | 78 | +1,988 | 2.3% | Q1 2026 | May 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 85,513 | 1,867 | 0.14% | 0.12% | 79 | +19,180 | 28.91% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 85,313 | 1,863 | 0.0% | 0.0% | 80 | +55,157 | 182.91% | Q1 2026 | Apr 30, 2026 |
| Leo Wealth, LLC | History | Added to | 82,436 | 1,800 | 0.13% | 0.11% | 81 | +14,097 | 20.63% | Q1 2026 | May 05, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 80,283 | 1,761 | 2.24% | — | 82 | +80,283 | New | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 75,979 | 1,659 | 0.01% | 0.01% | 83 | +2,393 | 3.25% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 74,769 | 1,633 | 0.02% | 0.02% | 84 | -1,420 | -1.86% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Reduced | 71,631 | 1,564 | 0.03% | 0.04% | 85 | -3,539 | -4.71% | Q1 2026 | Apr 13, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 68,749 | 1,501 | 0.04% | 0.04% | 86 | +2,001 | 3.0% | Q1 2026 | May 01, 2026 |
| Reliant Wealth Planning | History | Added to | 60,419 | 1,319 | 0.4% | 0.38% | 87 | +4,544 | 8.13% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 59,610 | 1,302 | 0.01% | 0.01% | 88 | -6,210 | -9.43% | Q1 2026 | May 08, 2026 |
| Foundry Financial Group, Inc. | History | Reduced | 59,167 | 1,292 | 0.64% | 0.69% | 89 | -3,783 | -6.01% | Q1 2026 | Apr 23, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 58,657 | 1,281 | 0.62% | 0.52% | 90 | +13,033 | 28.57% | Q1 2026 | Apr 22, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 57,797 | 1,262 | 0.3% | 0.16% | 91 | +26,938 | 87.29% | Q1 2026 | May 05, 2026 |
| Montecito Bank & Trust | History | Reduced | 56,297 | 1,229 | 0.2% | 0.2% | 92 | -682 | -1.2% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 48,653 | 1,062 | 0.0% | 0.0% | 93 | +2,496 | 5.41% | Q1 2026 | May 01, 2026 |
| FF Advisors,LLC | History | Reduced | 47,308 | 1,032 | 0.42% | 0.8% | 94 | -34,880 | -42.44% | Q1 2026 | Apr 27, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 43,727 | 955 | 0.42% | 0.24% | 95 | +17,385 | 66.0% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 43,460 | 949 | 0.0% | 0.0% | 96 | +21,244 | 95.62% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 43,022 | 939 | 0.02% | 0.02% | 97 | +19 | 0.04% | Q1 2026 | May 14, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 42,447 | 927 | 0.61% | 0.6% | 98 | -323 | -0.76% | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 41,851 | 914 | 0.02% | 0.02% | 99 | +1,716 | 4.28% | Q1 2026 | Apr 29, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 40,717 | 889 | 0.11% | 0.1% | 100 | +5,114 | 14.36% | Q1 2026 | Apr 20, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 39,180 | 855 | 0.36% | 1.26% | 101 | -81,801 | -67.61% | Q1 2026 | May 11, 2026 |
| Chris Bulman Inc | History | Reduced | 38,828 | 848 | 0.37% | 0.42% | 102 | -4,439 | -10.26% | Q1 2026 | Apr 13, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 38,484 | 840 | 0.04% | 0.03% | 103 | +14,349 | 59.45% | Q1 2026 | May 08, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 38,091 | 832 | 0.08% | 0.08% | 104 | +15 | 0.04% | Q1 2026 | Apr 13, 2026 |
| DUNCKER STREETT & CO INC | History | Added to | 37,384 | 816 | 0.16% | 0.1% | 105 | +11,074 | 42.09% | Q1 2026 | Apr 29, 2026 |
| EVEXIA WEALTH LLC | History | Added to | 35,453 | 773 | 0.21% | 0.19% | 106 | +5,163 | 17.05% | Q1 2026 | Apr 16, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 34,032 | 743 | 0.02% | — | 107 | +34,032 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 33,230 | 725 | 0.01% | 0.01% | 108 | +1,994 | 6.38% | Q1 2026 | Apr 17, 2026 |
| Mendota Financial Group, LLC | History | Added to | 31,506 | 688 | 0.51% | 0.5% | 109 | +190 | 0.61% | Q1 2026 | Apr 16, 2026 |
| L2 Asset Management, LLC | History | Added to | 31,304 | 683 | 0.06% | 0.08% | 110 | +4,802 | 18.12% | Q1 2026 | May 14, 2026 |
| Straight Path Wealth Management | History | Added to | 29,655 | 647 | 0.17% | 0.17% | 111 | +1,402 | 4.96% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 29,079 | 635 | 0.01% | 0.01% | 112 | +4,471 | 18.17% | Q1 2026 | May 15, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | Reduced | 27,441 | 599 | 0.49% | 0.5% | 113 | -137 | -0.5% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 26,950 | 588 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KOM Wealth Management Group, LLC | History | New | 26,602 | 581 | 0.4% | — | 115 | +26,602 | New | Q1 2026 | Apr 23, 2026 |
| Great Diamond Partners, LLC | History | Added to | 25,906 | 565 | 0.11% | 0.07% | 116 | +8,745 | 50.96% | Q1 2026 | May 12, 2026 |
| TABLEAUX LLC | History | Added to | 25,639 | 560 | 0.27% | 0.25% | 117 | +9,276 | 56.69% | Q1 2026 | May 14, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 25,044 | 547 | 0.04% | 0.04% | 118 | +448 | 1.82% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 24,134 | 526 | 0.0% | 0.0% | 119 | +3,318 | 15.94% | Q1 2026 | May 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 24,058 | 525 | 0.09% | 0.06% | 120 | +7,016 | 41.17% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 23,098 | 504 | 0.0% | 0.0% | 121 | +2,380 | 11.49% | Q1 2026 | Apr 30, 2026 |
| Old Port Advisors | History | Reduced | 22,968 | 501 | 0.12% | 0.13% | 122 | -2,013 | -8.06% | Q1 2026 | Apr 06, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 21,381 | 467 | 0.13% | 0.12% | 123 | +130 | 0.61% | Q1 2026 | May 12, 2026 |
| Austin Private Wealth, LLC | History | No change | 20,526 | 450 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 19,857 | 433 | 0.0% | 0.0% | 125 | -22,177 | -52.76% | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 19,864 | 433 | 0.02% | 0.02% | 126 | +258 | 1.32% | Q1 2026 | May 13, 2026 |
| Heartland Bank & Trust Co | History | No change | 19,589 | 427 | 0.1% | 0.18% | 127 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Walleye Partners, LLC | History | Added to | 19,070 | 416 | 0.51% | 0.46% | 128 | +115 | 0.61% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 18,748 | 409 | 0.0% | 0.0% | 129 | -6,640 | -26.15% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,708 | 408 | 0.0% | 0.0% | 130 | -1,172 | -5.9% | Q1 2026 | May 04, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 18,400 | 401 | 0.06% | 0.07% | 131 | -18,400 | -50.0% | Q1 2026 | Apr 24, 2026 |
| Merit Financial Group, LLC | History | Added to | 18,072 | 394 | 0.0% | 0.0% | 132 | +63 | 0.35% | Q1 2026 | Apr 15, 2026 |
| STAR Financial Bank | History | Reduced | 17,723 | 387 | 0.18% | 0.32% | 133 | -10,982 | -38.26% | Q1 2026 | May 08, 2026 |
| Black Maple Capital Management LP | History | Added to | 17,500 | 382 | 0.21% | 0.15% | 134 | +7,500 | 75.0% | Q1 2026 | May 15, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 17,333 | 378 | 0.06% | 0.14% | 135 | -16,480 | -48.74% | Q1 2026 | Apr 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 17,193 | 375 | 0.0% | — | 136 | +17,193 | New | Q1 2026 | May 01, 2026 |
| CGN Advisors LLC | History | Added to | 17,146 | 374 | 0.03% | 0.02% | 137 | +3,407 | 24.8% | Q1 2026 | Apr 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 16,909 | 369 | 0.0% | 0.0% | 138 | +7,450 | 78.76% | Q1 2026 | May 15, 2026 |
| Madrid Wealth Management, LLC | History | No change | 16,901 | 369 | 0.28% | 0.3% | 139 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 16,879 | 368 | 0.0% | 0.0% | 140 | +601 | 3.69% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 16,651 | 363 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Signature Wealth Management Group | History | No change | 16,651 | 363 | 0.14% | 0.15% | 142 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 16,242 | 354 | 0.0% | 0.0% | 143 | -2,056 | -11.24% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Reduced | 16,059 | 350 | 0.0% | 0.0% | 144 | -3,489 | -17.85% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Added to | 16,015 | 349 | 0.01% | 0.01% | 145 | +93 | 0.58% | Q1 2026 | May 11, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 15,925 | 347 | 0.03% | 0.03% | 146 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 15,827 | 345 | 0.22% | 0.21% | 147 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| COWA, LLC | History | No change | 15,725 | 343 | 0.09% | 0.1% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trinity Wealth Management, LLC | History | No change | 15,668 | 342 | 0.13% | 0.13% | 149 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Prosperity Planning, Inc. | History | No change | 15,578 | 340 | 0.09% | 0.09% | 150 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | New | 14,726 | 321 | 0.02% | — | 151 | +14,726 | New | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 14,471 | 316 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Element Wealth, LLC | History | Added to | 14,384 | 314 | 0.13% | 0.11% | 153 | +2,474 | 20.77% | Q1 2026 | May 04, 2026 |
| Cyr Financial Inc. | History | Reduced | 14,094 | 307 | 0.18% | 0.21% | 154 | -1,365 | -8.83% | Q1 2026 | Apr 24, 2026 |
| Cambridge Financial Group, LLC | History | No change | 14,011 | 306 | 0.1% | 0.1% | 155 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Opus Capital Group, LLC | History | No change | 13,900 | 304 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Atwater Malick LLC | History | New | 13,853 | 302 | 0.08% | — | 157 | +13,853 | New | Q1 2026 | Apr 22, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 13,696 | 299 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Summit Trail Advisors, LLC | History | New | 12,800 | 297 | 0.0% | — | 159 | +12,800 | New | Q1 2026 | May 12, 2026 |
| Crews Bank & Trust | History | No change | 13,590 | 296 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MLP3, LLC | History | Added to | 13,261 | 289 | 0.32% | 0.32% | 161 | +21 | 0.16% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,057 | 286 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 13,055 | 285 | 0.01% | 0.01% | 163 | +3 | 0.02% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 13,040 | 284 | 0.0% | 0.0% | 164 | +93 | 0.72% | Q1 2026 | May 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 12,945 | 282 | 0.04% | 0.04% | 165 | +66 | 0.51% | Q1 2026 | May 12, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 12,841 | 280 | 0.02% | — | 166 | +12,841 | New | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | Reduced | 12,736 | 278 | 0.0% | 0.0% | 167 | -192 | -1.49% | Q1 2026 | May 15, 2026 |
| Alamar Capital Management, LLC | History | No change | 12,700 | 277 | 0.17% | 0.15% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 12,410 | 271 | 0.0% | — | 170 | +12,410 | New | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 12,389 | 271 | 0.02% | 0.02% | 169 | -15 | -0.12% | Q1 2026 | Apr 29, 2026 |
| Madden Advisory Services, Inc. | History | New | 12,277 | 268 | 0.11% | — | 172 | +12,277 | New | Q1 2026 | May 11, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 12,286 | 268 | 0.02% | 0.02% | 171 | +74 | 0.61% | Q1 2026 | May 13, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 12,079 | 263 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 11,958 | 261 | 0.05% | 0.05% | 174 | +204 | 1.74% | Q1 2026 | Apr 13, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 11,858 | 259 | 0.06% | 0.06% | 175 | +551 | 4.87% | Q1 2026 | May 12, 2026 |
| Highland Financial Advisors, LLC | History | No change | 11,698 | 255 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 11,541 | 253 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 10,960 | 239 | 0.08% | 0.11% | 178 | -4,513 | -29.17% | Q1 2026 | May 04, 2026 |
| Trust Co | History | Added to | 10,272 | 224 | 0.02% | 0.02% | 179 | +29 | 0.28% | Q1 2026 | Apr 13, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 10,159 | 221 | 0.0% | 0.0% | 180 | +30 | 0.3% | Q1 2026 | Apr 22, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | New | 9,569 | 209 | 0.08% | — | 181 | +9,569 | New | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 9,560 | 208 | 0.0% | 0.0% | 182 | +48 | 0.5% | Q1 2026 | May 11, 2026 |
| Penobscot Investment Management Company, Inc. | History | New | 9,500 | 207 | 0.02% | — | 183 | +9,500 | New | Q1 2026 | Apr 29, 2026 |
| WASHINGTON TRUST Co | History | No change | 9,362 | 204 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Autumn Glory Partners, LLC | History | No change | 9,233 | 201 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Towne Trust Company, N.A | History | No change | 8,436 | 184 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 7,164 | 156 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 6,291 | 137 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| High Note Wealth, LLC | History | Added to | 5,744 | 125 | 0.02% | 0.01% | 189 | +2,954 | 105.88% | Q1 2026 | May 11, 2026 |
| Hills Bank & Trust Co | History | New | 5,392 | 117 | 0.01% | — | 190 | +5,392 | New | Q1 2026 | May 01, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 5,277 | 115 | 0.03% | 0.03% | 191 | +683 | 14.87% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,230 | 114 | 0.0% | 0.0% | 192 | +8 | 0.15% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,119 | 111 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hara Capital LLC | History | No change | 4,832 | 105 | 0.05% | 0.06% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | New | 4,570 | 99 | 0.0% | — | 195 | +4,570 | New | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | No change | 4,369 | 95 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 4,095 | 89 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CNB Bank | History | Reduced | 3,603 | 78 | 0.03% | 0.03% | 199 | -16 | -0.44% | Q1 2026 | May 06, 2026 |
| First PREMIER Bank | History | No change | 3,590 | 78 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bogart Wealth, LLC | History | No change | 3,204 | 69 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bank of Jackson Hole Trust | History | No change | 2,835 | 61 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 2,738 | 60 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,738 | 59 | 0.0% | — | 203 | +2,738 | New | Q1 2026 | May 01, 2026 |
| Hyposwiss Advisors SA | History | No change | 2,280 | 49 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TD Capital Management LLC | History | Added to | 2,084 | 45 | 0.0% | 0.0% | 205 | +12 | 0.58% | Q1 2026 | May 11, 2026 |
| Basepoint Wealth LLC | History | New | 2,002 | 43 | 0.02% | — | 206 | +2,002 | New | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,764 | 38 | 0.0% | 0.0% | 207 | +11 | 0.63% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | No change | 1,334 | 29 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clayton Financial Group LLC | History | Added to | 1,066 | 23 | 0.01% | 0.01% | 209 | +23 | 2.21% | Q1 2026 | Apr 13, 2026 |
| Robbins Farley | History | No change | 912 | 19 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 812 | 18 | 0.01% | 0.01% | 211 | +4 | 0.5% | Q1 2026 | May 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 647 | 14 | 0.01% | — | 212 | +647 | New | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | New | 586 | 12 | 0.0% | — | 213 | +586 | New | Q1 2026 | Apr 24, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 388 | 8 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 327 | 7 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 242 | 5 | 0.0% | 0.0% | 216 | -45 | -15.68% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | New | 100 | 2 | 0.0% | — | 217 | +100 | New | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | New | 54 | 1 | 0.0% | — | 220 | +54 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | New | 51 | 1 | 0.0% | — | 219 | +51 | New | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 64 | 1 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -426,212 | -100.0% | Q1 2026 | May 15, 2026 |
| RFP Financial Group LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,684 | -100.0% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,036 | -100.0% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -9,155 | -100.0% | Q1 2026 | May 05, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,209 | -100.0% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -617 | -100.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -431 | -97.07% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |