iSHARES TRUST - IBTK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | Added to | 3,731,730 | 73,589 | 0.01% | 0.01% | 1 | +576,927 | 18.29% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,652,137 | 52,300 | 0.08% | 0.05% | 2 | +843,053 | 46.6% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,833,654 | 36,159 | 0.0% | 0.0% | 3 | +124,090 | 7.26% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,263,025 | 24,906 | 0.01% | 0.0% | 4 | +1,247,848 | 8221.97% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,236,306 | 24,381 | 0.15% | 0.11% | 5 | +312,078 | 33.77% | Q1 2026 | May 15, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 1,230,060 | 24,256 | 1.83% | 1.85% | 6 | +71,573 | 6.18% | Q1 2026 | Apr 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 922,703 | 18,195 | 0.11% | 0.11% | 7 | +42,814 | 4.87% | Q1 2026 | May 05, 2026 |
| Journey Advisory Group, LLC | History | Added to | 851,413 | 16,789 | 1.43% | 1.36% | 8 | +33,902 | 4.15% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 836,477 | 16,495 | 0.04% | 0.04% | 9 | +49,874 | 6.34% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 811,893 | 16,010 | 0.0% | 0.0% | 10 | +80,039 | 10.94% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 763,514 | 15,056 | 0.0% | 0.0% | 11 | +442,830 | 138.09% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 707,822 | 13,958 | 0.04% | 0.04% | 12 | -40,852 | -5.46% | Q1 2026 | May 04, 2026 |
| HM PAYSON & CO | History | Added to | 702,754 | 13,858 | 0.2% | 0.08% | 13 | +425,651 | 153.61% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | Added to | 692,566 | 13,657 | 0.0% | 0.0% | 14 | +105,985 | 18.07% | Q1 2026 | May 05, 2026 |
| Denver PWM, LLC | History | New | 694,518 | 13,636 | 4.69% | — | 15 | +694,518 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 687,426 | 13,556 | 0.0% | 0.0% | 16 | +422,912 | 159.88% | Q1 2026 | May 15, 2026 |
| MKT Advisors LLC | History | Added to | 672,341 | 13,228 | 4.43% | 4.42% | 17 | +19,667 | 3.01% | Q1 2026 | Apr 10, 2026 |
| Wealth Management Strategies, Inc. | History | Added to | 665,885 | 13,131 | 5.94% | 5.87% | 18 | +23,385 | 3.64% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 598,187 | 11,796 | 0.0% | 0.0% | 19 | +294,019 | 96.66% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Added to | 548,764 | 10,821 | 1.71% | 1.55% | 20 | +61,826 | 12.7% | Q1 2026 | Apr 28, 2026 |
| Legacy Private Trust Co. | History | Reduced | 545,529 | 10,757 | 0.66% | 0.68% | 21 | -37,325 | -6.4% | Q1 2026 | Apr 07, 2026 |
| BAILARD, INC. | History | Added to | 539,401 | 10,636 | 0.24% | 0.09% | 22 | +341,756 | 172.91% | Q1 2026 | May 11, 2026 |
| Waycross Investment Management Co | History | Added to | 521,100 | 10,276 | 9.81% | 8.85% | 23 | +13,526 | 2.66% | Q1 2026 | Apr 13, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 515,101 | 10,157 | 4.44% | 3.74% | 24 | +75,372 | 17.14% | Q1 2026 | Apr 28, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | Reduced | 503,072 | 9,920 | 5.99% | 5.56% | 25 | -7,921 | -1.55% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 500,618 | 9,872 | 0.0% | 0.0% | 26 | +52,013 | 11.59% | Q1 2026 | May 15, 2026 |
| Trust Co | History | Added to | 485,832 | 9,580 | 0.9% | 0.89% | 27 | +6,895 | 1.44% | Q1 2026 | Apr 13, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 485,730 | 9,578 | 0.84% | — | 28 | +485,730 | New | Q1 2026 | Apr 07, 2026 |
| Krilogy Financial LLC | History | Added to | 462,078 | 9,116 | 0.29% | 0.29% | 29 | +27,215 | 6.26% | Q1 2026 | Apr 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 449,180 | 8,857 | 0.24% | 0.23% | 30 | +1,584 | 0.35% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 392,095 | 7,732 | 0.0% | 0.0% | 31 | +142,280 | 56.95% | Q1 2026 | May 06, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 353,634 | 6,973 | 0.11% | 0.11% | 32 | -11,206 | -3.07% | Q1 2026 | Apr 01, 2026 |
| Cetera Investment Advisers | History | Added to | 318,637 | 6,283 | 0.01% | 0.01% | 33 | +39,825 | 14.28% | Q1 2026 | May 13, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 265,985 | 5,245 | 0.58% | 0.55% | 34 | +28,225 | 11.87% | Q1 2026 | Apr 13, 2026 |
| REBALANCE, LLC | History | Added to | 263,421 | 5,194 | 0.3% | 0.3% | 35 | +3,673 | 1.41% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | Reduced | 255,658 | 5,041 | 0.1% | 0.11% | 36 | -23,495 | -8.42% | Q1 2026 | Apr 17, 2026 |
| Baird Financial Group, Inc. | History | Added to | 255,467 | 5,037 | 0.01% | 0.01% | 37 | +58,740 | 29.86% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 251,225 | 4,954 | 0.01% | 0.0% | 38 | +109,648 | 77.45% | Q1 2026 | Apr 27, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 218,396 | 4,306 | 0.06% | 0.04% | 39 | +70,817 | 47.99% | Q1 2026 | Apr 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 204,719 | 4,037 | 0.24% | 0.21% | 40 | +22,419 | 12.3% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 188,443 | 3,716 | 0.01% | 0.01% | 41 | +72,374 | 62.35% | Q1 2026 | Apr 22, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 185,995 | 3,667 | 0.53% | 0.46% | 42 | +24,065 | 14.86% | Q1 2026 | Apr 20, 2026 |
| Parallel Advisors, LLC | History | Added to | 181,965 | 3,588 | 0.06% | 0.06% | 43 | +15,559 | 9.35% | Q1 2026 | May 07, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Added to | 175,616 | 3,463 | 0.14% | 0.12% | 44 | +13,100 | 8.06% | Q1 2026 | Apr 14, 2026 |
| Accretive Wealth Partners, LLC | History | Reduced | 171,028 | 3,372 | 0.95% | 1.01% | 45 | -1,158 | -0.67% | Q1 2026 | Apr 22, 2026 |
| Asset Dedication, LLC | History | No change | 160,490 | 3,184 | 0.21% | 0.21% | 46 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HighTower Advisors, LLC | History | Reduced | 155,971 | 3,075 | 0.0% | 0.0% | 47 | -1,435 | -0.91% | Q1 2026 | May 05, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 142,467 | 2,809 | 0.19% | 0.15% | 48 | +27,092 | 23.48% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 137,869 | 2,718 | 0.0% | 0.0% | 49 | +25,624 | 22.83% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 134,892 | 2,660 | 0.0% | 0.0% | 50 | +77,704 | 135.87% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 127,084 | 2,506 | 0.01% | 0.01% | 51 | +4,975 | 4.07% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Added to | 121,463 | 2,395 | 0.03% | 0.03% | 52 | +2,757 | 2.32% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 119,486 | 2,356 | 0.02% | 0.02% | 53 | -3,415 | -2.78% | Q1 2026 | Apr 07, 2026 |
| Hughes Financial Services, LLC | History | Added to | 110,062 | 2,170 | 0.33% | 0.34% | 54 | +1,724 | 1.59% | Q1 2026 | Apr 29, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 100,780 | 1,987 | 0.0% | 0.0% | 55 | +4,220 | 4.37% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 100,422 | 1,980 | 0.02% | 0.01% | 56 | +39,875 | 65.86% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 96,085 | 1,894 | 0.0% | 0.0% | 57 | +25,636 | 36.39% | Q1 2026 | May 12, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 93,000 | 1,833 | 0.25% | 0.25% | 58 | -1,375 | -1.46% | Q1 2026 | Apr 09, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 90,295 | 1,780 | 0.1% | 0.1% | 59 | -700 | -0.77% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 85,481 | 1,685 | 0.01% | 0.01% | 60 | +18,890 | 28.37% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 82,879 | 1,634 | 0.03% | 0.02% | 61 | +3,629 | 4.58% | Q1 2026 | Apr 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 80,082 | 1,579 | 0.06% | 0.1% | 62 | -56,569 | -41.4% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 75,810 | 1,494 | 0.03% | 0.04% | 63 | -3,652 | -4.6% | Q1 2026 | Apr 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 64,311 | 1,267 | 0.04% | 0.05% | 64 | -23,643 | -26.88% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | No change | 62,321 | 1,228 | 0.0% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Old Port Advisors | History | Reduced | 61,833 | 1,219 | 0.28% | 0.33% | 66 | -6,491 | -9.5% | Q1 2026 | Apr 06, 2026 |
| Valmark Advisers, Inc. | History | Added to | 60,001 | 1,183 | 0.01% | 0.01% | 67 | +2,043 | 3.52% | Q1 2026 | May 01, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 59,398 | 1,171 | 0.03% | 0.03% | 68 | -519 | -0.87% | Q1 2026 | May 01, 2026 |
| SCS Capital Management LLC | History | Added to | 57,517 | 1,134 | 0.01% | 0.01% | 69 | +20,156 | 53.95% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 54,377 | 1,072 | 0.0% | 0.0% | 70 | +9,508 | 21.19% | Q1 2026 | May 15, 2026 |
| FF Advisors,LLC | History | Reduced | 53,279 | 1,049 | 0.43% | 0.82% | 71 | -39,426 | -42.53% | Q1 2026 | Apr 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 51,394 | 1,013 | 0.04% | 0.02% | 72 | +24,683 | 92.41% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 49,604 | 978 | 0.02% | 0.03% | 73 | +377 | 0.77% | Q1 2026 | Apr 07, 2026 |
| Yoder Wealth Management, Inc. | History | Added to | 48,752 | 961 | 0.44% | 0.37% | 74 | +8,300 | 20.52% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | Added to | 43,414 | 858 | 0.01% | 0.01% | 75 | +12,564 | 40.73% | Q1 2026 | Apr 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 43,300 | 853 | 0.08% | 0.08% | 76 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Reliant Wealth Planning | History | Added to | 41,998 | 828 | 0.25% | 0.23% | 77 | +4,779 | 12.84% | Q1 2026 | May 15, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 41,514 | 818 | 0.35% | 0.79% | 78 | -41,592 | -50.05% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 41,456 | 817 | 0.0% | 0.0% | 79 | -1,363 | -3.18% | Q1 2026 | May 14, 2026 |
| DUNCKER STREETT & CO INC | History | New | 41,396 | 816 | 0.16% | — | 80 | +41,396 | New | Q1 2026 | Apr 29, 2026 |
| Granite Harbor Advisors, Inc. | History | Added to | 41,270 | 813 | 0.35% | 0.16% | 81 | +22,549 | 120.45% | Q1 2026 | Apr 23, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 39,203 | 773 | 0.38% | 0.28% | 82 | +12,109 | 44.69% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 38,284 | 753 | 0.0% | 0.01% | 83 | -194,578 | -83.56% | Q1 2026 | Apr 08, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 37,311 | 735 | 0.36% | 0.33% | 84 | +3,997 | 12.0% | Q1 2026 | Apr 23, 2026 |
| BIP Wealth, LLC | History | Reduced | 36,363 | 717 | 0.03% | 0.04% | 85 | -22,739 | -38.47% | Q1 2026 | Apr 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 36,289 | 715 | 0.02% | 0.02% | 86 | +498 | 1.39% | Q1 2026 | Apr 29, 2026 |
| TABLEAUX LLC | History | Added to | 35,925 | 708 | 0.34% | 0.44% | 87 | +4,738 | 15.19% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 35,287 | 695 | 0.0% | 0.0% | 88 | +9,637 | 37.57% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Added to | 35,109 | 692 | 0.11% | 0.11% | 89 | +37 | 0.11% | Q1 2026 | Apr 16, 2026 |
| Atlantic Private Wealth, LLC | History | Reduced | 33,056 | 651 | 0.43% | 0.42% | 90 | -208 | -0.63% | Q1 2026 | May 08, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 31,847 | 628 | 0.1% | 0.11% | 91 | -175 | -0.55% | Q1 2026 | Apr 29, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 29,595 | 583 | 0.0% | 0.0% | 92 | +1,845 | 6.65% | Q1 2026 | May 08, 2026 |
| Leo Wealth, LLC | History | Added to | 28,708 | 566 | 0.04% | 0.04% | 93 | +2,596 | 9.94% | Q1 2026 | May 05, 2026 |
| Compass Ion Advisors, LLC | History | No change | 26,997 | 532 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 26,012 | 512 | 0.0% | 0.0% | 95 | -4,863 | -15.75% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 25,224 | 500 | 0.0% | 0.0% | 96 | -65 | -0.26% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 24,859 | 490 | 0.01% | 0.01% | 97 | +5,793 | 30.38% | Q1 2026 | May 15, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 23,650 | 466 | 0.13% | 0.12% | 98 | +141 | 0.6% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 23,283 | 459 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 23,219 | 457 | 0.01% | 0.01% | 100 | +2,192 | 10.42% | Q1 2026 | Apr 17, 2026 |
| Heartland Bank & Trust Co | History | Added to | 22,603 | 445 | 0.1% | 0.15% | 101 | +4,897 | 27.66% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Added to | 22,292 | 439 | 0.0% | 0.0% | 102 | +2,482 | 12.53% | Q1 2026 | May 13, 2026 |
| CGN Advisors LLC | History | Added to | 21,335 | 420 | 0.03% | 0.03% | 103 | +3,489 | 19.55% | Q1 2026 | Apr 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 21,153 | 417 | 0.02% | 0.02% | 104 | +399 | 1.92% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 20,750 | 409 | 0.0% | 0.0% | 105 | +4,680 | 29.12% | Q1 2026 | Apr 30, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 18,662 | 368 | 0.09% | 0.08% | 106 | +622 | 3.45% | Q1 2026 | May 12, 2026 |
| Kestra Investment Management, LLC | History | Added to | 17,699 | 349 | 0.01% | 0.01% | 107 | +101 | 0.57% | Q1 2026 | May 11, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 17,551 | 346 | 0.13% | 0.13% | 108 | +129 | 0.74% | Q1 2026 | Apr 17, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 17,502 | 345 | 0.22% | 0.21% | 109 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Passive Capital Management, LLC. | History | No change | 15,941 | 314 | 0.09% | 0.1% | 110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,529 | 306 | 0.0% | 0.0% | 111 | -13,663 | -46.8% | Q1 2026 | May 12, 2026 |
| Prosperity Planning, Inc. | History | No change | 15,517 | 305 | 0.08% | 0.08% | 112 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 15,000 | 295 | 0.04% | 0.05% | 113 | -15,000 | -50.0% | Q1 2026 | Apr 24, 2026 |
| Great Diamond Partners, LLC | History | New | 14,961 | 295 | 0.06% | — | 114 | +14,961 | New | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 14,739 | 290 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Element Wealth, LLC | History | Added to | 14,376 | 283 | 0.12% | 0.1% | 117 | +2,733 | 23.47% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 14,395 | 283 | 0.0% | 0.0% | 116 | +103 | 0.72% | Q1 2026 | May 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 14,349 | 282 | 0.04% | 0.04% | 119 | +72 | 0.5% | Q1 2026 | May 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 14,350 | 282 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 13,838 | 272 | 0.01% | 0.01% | 120 | +3 | 0.02% | Q1 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 13,748 | 271 | 0.02% | 0.02% | 121 | +82 | 0.6% | Q1 2026 | May 13, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Added to | 13,649 | 269 | 0.03% | 0.03% | 122 | +2,246 | 19.7% | Q1 2026 | Apr 20, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | New | 13,471 | 265 | 0.04% | — | 123 | +13,471 | New | Q1 2026 | Apr 29, 2026 |
| MLP3, LLC | History | Added to | 13,097 | 258 | 0.28% | 0.23% | 124 | +2,533 | 23.98% | Q1 2026 | Apr 13, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 12,744 | 252 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,051 | 237 | 0.01% | 0.01% | 126 | +133 | 1.12% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | New | 11,453 | 225 | 0.0% | — | 127 | +11,453 | New | Q1 2026 | Apr 27, 2026 |
| Financial Advisory Corp | History | New | 11,449 | 225 | 0.03% | — | 128 | +11,449 | New | Q1 2026 | Apr 10, 2026 |
| Hyposwiss Advisors SA | History | No change | 11,215 | 221 | 0.22% | 0.22% | 129 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 11,145 | 219 | 0.09% | 0.09% | 130 | -274 | -2.4% | Q1 2026 | May 07, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 10,900 | 214 | 0.05% | 0.05% | 131 | +642 | 6.26% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 10,383 | 204 | 0.0% | — | 132 | +10,383 | New | Q1 2026 | Apr 28, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | New | 10,090 | 198 | 0.01% | — | 133 | +10,090 | New | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 10,030 | 197 | 0.0% | — | 134 | +10,030 | New | Q1 2026 | Apr 20, 2026 |
| Straight Path Wealth Management | History | New | 10,025 | 197 | 0.05% | — | 135 | +10,025 | New | Q1 2026 | Apr 22, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 9,106 | 179 | 0.06% | 0.06% | 136 | +7 | 0.08% | Q1 2026 | May 04, 2026 |
| Crews Bank & Trust | History | No change | 8,975 | 176 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| United Community Bank | History | New | 8,510 | 167 | 0.06% | — | 138 | +8,510 | New | Q1 2026 | Apr 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 8,334 | 164 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 7,935 | 156 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hills Bank & Trust Co | History | New | 6,012 | 118 | 0.01% | — | 141 | +6,012 | New | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,690 | 112 | 0.0% | — | 142 | +5,690 | New | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 4,984 | 98 | 0.0% | 0.0% | 143 | +936 | 23.12% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 4,937 | 97 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,963 | 97 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CNB Bank | History | Reduced | 3,992 | 78 | 0.03% | 0.03% | 146 | -17 | -0.42% | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | No change | 3,560 | 70 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JPL Wealth Management, LLC | History | New | 3,384 | 66 | 0.02% | — | 149 | +3,384 | New | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | No change | 3,360 | 66 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bank of Jackson Hole Trust | History | No change | 3,134 | 61 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Connections Group, Inc. | History | New | 2,715 | 53 | 0.02% | — | 152 | +2,715 | New | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,701 | 53 | 0.0% | 0.0% | 151 | +760 | 39.16% | Q1 2026 | May 14, 2026 |
| TD Capital Management LLC | History | Added to | 2,282 | 45 | 0.0% | 0.0% | 153 | +13 | 0.57% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 2,236 | 44 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Clearstead Trust, LLC | History | No change | 2,136 | 42 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Holos Integrated Wealth LLC | History | No change | 2,078 | 40 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,911 | 37 | 0.0% | — | 157 | +1,911 | New | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | New | 1,508 | 29 | 0.01% | — | 159 | +1,508 | New | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,511 | 29 | 0.0% | 0.0% | 158 | +9 | 0.6% | Q1 2026 | May 08, 2026 |
| Robbins Farley | History | No change | 1,007 | 19 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 900 | 18 | 0.01% | 0.01% | 161 | +6 | 0.67% | Q1 2026 | May 14, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 872 | 17 | 0.01% | 0.01% | 164 | +5 | 0.58% | Q1 2026 | Apr 07, 2026 |
| First PREMIER Bank | History | No change | 849 | 17 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pflug Koory, LLC | History | No change | 911 | 17 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clayton Financial Group LLC | History | Added to | 787 | 15 | 0.01% | 0.01% | 165 | +35 | 4.65% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Bancorp, Inc. | History | New | 756 | 14 | 0.0% | — | 166 | +756 | New | Q1 2026 | Apr 22, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 719 | 14 | 0.01% | — | 167 | +719 | New | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | New | 609 | 12 | 0.0% | — | 168 | +609 | New | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | New | 558 | 11 | 0.0% | — | 169 | +558 | New | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 430 | 8 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VANGUARD ADVISERS INC | History | New | 404 | 7 | 0.0% | — | 171 | +404 | New | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 196 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 107 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 71 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -469,189 | -100.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.06% | — | -121,656 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -46,254 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,232 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Partners, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -28,789 | -100.0% | Q1 2026 | Apr 23, 2026 |
| STAR Financial Bank | History | Closed out | 0 | 0 | — | 0.17% | — | -17,090 | -100.0% | Q1 2026 | May 08, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,032 | -100.0% | Q1 2026 | May 08, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,480 | -100.0% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | New | 36 | 0 | — | — | — | +36 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q1 2026 | May 15, 2026 |