iSHARES TRUST - ICF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,175,756 | 134,657 | 0.08% | 0.08% | 1 | +26,587 | 1.24% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,522,970 | 92,748 | 0.01% | 0.01% | 2 | +38,826 | 2.62% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,368,140 | 84,674 | 0.01% | 0.0% | 3 | +923 | 0.07% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 773,812 | 47,891 | 0.0% | 0.0% | 4 | +5,641 | 0.73% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 732,408 | 45,328 | 0.01% | 0.01% | 5 | +24,900 | 3.52% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 700,801 | 43,372 | 0.54% | 0.49% | 6 | +74,418 | 11.88% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 681,007 | 42,147 | 0.04% | 0.04% | 7 | +757 | 0.11% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 556,029 | 34,412 | 0.01% | 0.01% | 8 | +39,317 | 7.61% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 465,931 | 28,836 | 0.1% | 0.09% | 9 | -6,532 | -1.38% | Q1 2026 | May 12, 2026 |
| National Philanthropic Trust | History | Added to | 450,569 | 27,885 | 0.3% | 0.25% | 10 | +21,452 | 5.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 445,216 | 27,562 | 0.04% | 0.03% | 11 | +133,317 | 42.74% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 444,386 | 27,503 | 0.01% | 0.01% | 12 | -183 | -0.04% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 366,811 | 22,701 | 0.0% | 0.0% | 13 | +78,486 | 27.22% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 357,977 | 22,155 | 0.08% | 0.08% | 14 | +24,066 | 7.21% | Q1 2026 | Apr 30, 2026 |
| AMG National Trust Bank | History | Added to | 333,721 | 20,653 | 0.45% | 0.46% | 15 | +4,597 | 1.4% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 317,704 | 19,662 | 0.07% | 0.07% | 16 | -2,937 | -0.92% | Q1 2026 | Apr 24, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 308,896 | 19,117 | 0.8% | 1.03% | 17 | -86,847 | -21.95% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 306,934 | 18,996 | 0.1% | 0.1% | 18 | +29,630 | 10.69% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 293,228 | 18,147 | 0.01% | 0.01% | 19 | -6,172 | -2.06% | Q1 2026 | May 12, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 239,252 | 14,807 | 0.9% | 0.93% | 20 | -14,524 | -5.72% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 239,041 | 14,794 | 0.0% | 0.0% | 21 | -1,834 | -0.76% | Q1 2026 | May 11, 2026 |
| IFG Advisors, LLC | History | Reduced | 234,984 | 14,543 | 2.38% | 2.34% | 22 | -1,093 | -0.46% | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 230,613 | 14,272 | 0.03% | 0.04% | 23 | +33,606 | 17.06% | Q1 2026 | May 01, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 230,417 | 14,260 | 0.01% | 0.02% | 24 | -800 | -0.35% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 227,485 | 14,079 | 0.0% | 0.0% | 25 | +12,167 | 5.65% | Q1 2026 | May 04, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 208,784 | 12,921 | 0.05% | 0.05% | 26 | -3,911 | -1.84% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 201,180 | 12,450 | 0.01% | 0.01% | 27 | +49,317 | 32.47% | Q1 2026 | May 13, 2026 |
| Brewster Financial Planning LLC | History | Added to | 176,916 | 10,949 | 6.62% | 6.21% | 28 | +7,657 | 4.52% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 176,061 | 10,896 | 0.02% | 0.01% | 29 | +2,140 | 1.23% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Reduced | 166,202 | 10,286 | 0.01% | 0.01% | 30 | -2,476 | -1.47% | Q1 2026 | May 14, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 160,831 | 9,953 | 8.6% | 8.06% | 31 | +562 | 0.35% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 148,793 | 9,208 | 0.0% | 0.0% | 32 | +10,977 | 7.96% | Q1 2026 | May 05, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 141,490 | 8,756 | 0.79% | 0.79% | 33 | -5,136 | -3.5% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 139,725 | 8,637 | 0.01% | 0.01% | 34 | -1,558 | -1.1% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 134,433 | 8,320 | 0.01% | 0.01% | 35 | -8,795 | -6.14% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 125,738 | 7,781 | 0.02% | 0.02% | 36 | +14,773 | 13.31% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 125,142 | 7,745 | 0.03% | 0.03% | 37 | +15,511 | 14.15% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Reduced | 115,497 | 7,148 | 0.1% | 0.1% | 38 | -34 | -0.03% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 113,106 | 7,000 | 0.01% | 0.01% | 39 | -2,047 | -1.78% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 113,095 | 6,999 | 0.08% | 0.08% | 40 | -5,212 | -4.41% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 111,176 | 6,880 | 0.05% | 0.05% | 41 | +3,990 | 3.72% | Q1 2026 | May 12, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 110,420 | 6,833 | 0.57% | 0.88% | 42 | -79,192 | -41.77% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 106,043 | 6,563 | 0.0% | 0.0% | 43 | -7,105 | -6.28% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 92,316 | 5,716 | 0.0% | 0.0% | 44 | -28,273 | -23.45% | Q1 2026 | May 15, 2026 |
| Asset Management Group, Inc. | History | Reduced | 90,834 | 5,621 | 0.91% | 0.9% | 45 | -2,594 | -2.78% | Q1 2026 | May 15, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 89,767 | 5,555 | 1.47% | 1.37% | 46 | +230 | 0.26% | Q1 2026 | Apr 22, 2026 |
| Garde Capital, Inc. | History | Added to | 87,898 | 5,440 | 0.33% | 0.31% | 47 | +1,077 | 1.24% | Q1 2026 | Apr 28, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 86,456 | 5,350 | 0.0% | 0.0% | 48 | -5,499 | -5.98% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 84,449 | 5,226 | 0.02% | — | 49 | +84,449 | New | Q1 2026 | May 12, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 78,787 | 4,876 | 0.29% | 0.25% | 50 | +10,668 | 15.66% | Q1 2026 | May 13, 2026 |
| Innova Wealth Partners | History | Added to | 73,824 | 4,568 | 2.16% | 0.19% | 51 | +67,593 | 1084.79% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 72,823 | 4,507 | 0.01% | 0.01% | 52 | -5,363 | -6.86% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 68,180 | 4,068 | 0.03% | 0.03% | 53 | +3,888 | 6.05% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 63,933 | 3,956 | 0.01% | 0.01% | 54 | +3,245 | 5.35% | Q1 2026 | May 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 63,720 | 3,943 | 0.61% | 0.51% | 55 | +11,186 | 21.29% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 63,034 | 3,901 | 0.02% | 0.03% | 56 | -13,263 | -17.38% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 60,666 | 3,775 | 0.06% | 0.07% | 57 | -6,804 | -10.08% | Q1 2026 | May 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 60,935 | 3,771 | 0.42% | 0.41% | 58 | -218 | -0.36% | Q1 2026 | May 11, 2026 |
| ARBOR TRUST WEALTH ADVISORS, LLC | History | Reduced | 59,711 | 3,695 | 1.62% | 1.62% | 59 | -2,255 | -3.64% | Q1 2026 | Apr 29, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 58,738 | 3,635 | 0.69% | 0.58% | 60 | +1,375 | 2.4% | Q1 2026 | May 20, 2026 |
| Belpointe Asset Management LLC | History | Added to | 58,276 | 3,606 | 0.13% | 0.12% | 61 | +4,397 | 8.16% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 58,066 | 3,593 | 0.01% | 0.01% | 62 | -251 | -0.43% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 55,241 | 3,418 | 0.04% | 0.04% | 63 | -3,035 | -5.21% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 40,807 | 2,715 | 0.17% | 0.21% | 64 | -10,588 | -20.6% | Q1 2026 | Apr 22, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 40,144 | 2,484 | 1.04% | 0.94% | 65 | -99 | -0.25% | Q1 2026 | Apr 29, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 39,320 | 2,433 | 0.01% | 0.02% | 66 | -5,608 | -12.48% | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 38,751 | 2,398 | 0.19% | 0.17% | 67 | +982 | 2.6% | Q1 2026 | Apr 23, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 37,860 | 2,343 | 0.05% | 0.05% | 68 | -374 | -0.98% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 36,769 | 2,275 | 0.03% | 0.03% | 69 | +289 | 0.79% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 37,215 | 2,220 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PW Nova Financial Services LLC | History | Added to | 35,091 | 2,171 | 0.54% | 0.78% | 71 | +642 | 1.86% | Q1 2026 | Apr 15, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 33,282 | 2,059 | 0.14% | 0.13% | 72 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 31,808 | 1,968 | 0.15% | 0.13% | 73 | +2,481 | 8.46% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 31,408 | 1,943 | 0.0% | 0.0% | 74 | +5,587 | 21.64% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 30,927 | 1,914 | 0.0% | — | 75 | +30,927 | New | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 30,257 | 1,873 | 0.29% | 0.22% | 76 | +7,039 | 30.32% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 31,127 | 1,857 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mosley Wealth Management | History | Added to | 30,071 | 1,852 | 0.84% | 0.83% | 78 | +199 | 0.67% | Q1 2026 | Apr 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 29,243 | 1,809 | 0.09% | — | 79 | +29,243 | New | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 26,929 | 1,777 | 0.04% | 0.02% | 80 | +15,374 | 133.05% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Added to | 28,635 | 1,772 | 0.05% | 0.05% | 81 | +1,329 | 4.87% | Q1 2026 | May 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 27,700 | 1,714 | 0.11% | 0.1% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 27,385 | 1,694 | 0.01% | 0.01% | 83 | -2,050 | -6.96% | Q1 2026 | Apr 24, 2026 |
| IHT Wealth Management, LLC | History | Added to | 26,955 | 1,668 | 0.04% | 0.04% | 84 | +432 | 1.63% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 26,424 | 1,635 | 0.04% | 0.03% | 85 | +3,659 | 16.07% | Q1 2026 | May 01, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 25,440 | 1,574 | 0.0% | 0.0% | 86 | -1,945 | -7.1% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 24,781 | 1,533 | 0.04% | 0.05% | 87 | -1,303 | -5.0% | Q1 2026 | Apr 09, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 23,095 | 1,429 | 0.0% | 0.0% | 88 | -2,550 | -9.94% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 23,031 | 1,425 | 0.02% | 0.02% | 89 | -575 | -2.44% | Q1 2026 | Apr 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,498 | 1,422 | 0.0% | 0.0% | 90 | -11,904 | -34.6% | Q1 2026 | Apr 08, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 22,442 | 1,388 | 0.56% | 0.55% | 91 | -730 | -3.15% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 21,935 | 1,357 | 0.0% | 0.0% | 92 | -474 | -2.12% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 21,880 | 1,354 | 0.0% | 0.0% | 93 | -3,332 | -13.22% | Q1 2026 | May 15, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 21,883 | 1,354 | 0.59% | 0.64% | 94 | -1,264 | -5.46% | Q1 2026 | Apr 22, 2026 |
| jvl associates llc | History | Reduced | 21,796 | 1,348 | 0.45% | 0.43% | 95 | -116 | -0.53% | Q1 2026 | Apr 16, 2026 |
| BAILARD, INC. | History | Added to | 21,590 | 1,336 | 0.03% | 0.03% | 96 | +485 | 2.3% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | No change | 21,403 | 1,324 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 21,346 | 1,321 | 0.01% | 0.01% | 98 | -388 | -1.79% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Added to | 21,096 | 1,305 | 0.0% | 0.0% | 99 | +735 | 3.61% | Q1 2026 | May 11, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 21,006 | 1,300 | 0.54% | 0.53% | 100 | -443 | -2.07% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 20,838 | 1,290 | 0.0% | 0.0% | 101 | -327 | -1.55% | Q1 2026 | Apr 22, 2026 |
| SFAM, LLC | History | Reduced | 20,793 | 1,286 | 1.19% | 1.16% | 102 | -415 | -1.96% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 20,272 | 1,254 | 0.02% | 0.03% | 103 | -4,030 | -16.58% | Q1 2026 | May 18, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 19,998 | 1,237 | 0.0% | 0.0% | 104 | -667 | -3.23% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 19,328 | 1,196 | 0.04% | 0.05% | 105 | -1,705 | -8.11% | Q1 2026 | May 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 18,798 | 1,163 | 0.01% | 0.01% | 106 | +45 | 0.24% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 18,786 | 1,162 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strata Wealth Advisors, LLC | History | Added to | 18,150 | 1,123 | 0.31% | 0.23% | 108 | +4,073 | 28.93% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,765 | 1,099 | 0.0% | 0.0% | 109 | -118 | -0.66% | Q1 2026 | Apr 30, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 16,982 | 1,051 | 0.35% | 0.27% | 110 | +4,041 | 31.23% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 16,757 | 1,037 | 0.02% | — | 111 | +16,757 | New | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Reduced | 16,308 | 1,009 | 0.03% | 0.03% | 112 | -714 | -4.19% | Q1 2026 | Apr 22, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 16,165 | 1,000 | 0.37% | 0.35% | 113 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dakota Wealth Management | History | Reduced | 16,112 | 997 | 0.02% | 0.02% | 114 | -239 | -1.46% | Q1 2026 | May 07, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 15,854 | 981 | 0.27% | 0.26% | 115 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 15,730 | 973 | 0.06% | 0.06% | 116 | -178 | -1.12% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | No change | 15,548 | 962 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 15,444 | 955 | 0.13% | 0.13% | 118 | -590 | -3.68% | Q1 2026 | May 14, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 15,409 | 953 | 0.08% | 0.09% | 119 | -2,255 | -12.77% | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 14,940 | 924 | 0.02% | 0.01% | 120 | +10,442 | 232.15% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 13,419 | 909 | 0.36% | 0.35% | 121 | -959 | -6.67% | Q1 2026 | Apr 27, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 14,586 | 902 | 0.05% | 0.05% | 122 | -169 | -1.15% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,323 | 891 | 0.01% | 0.01% | 123 | -694 | -4.62% | Q1 2026 | Apr 07, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 10,731 | 884 | 0.88% | 0.57% | 124 | -4,327 | -28.74% | Q1 2026 | May 06, 2026 |
| SCS Capital Management LLC | History | Reduced | 13,927 | 861 | 0.01% | 0.01% | 125 | -3,619 | -20.63% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 13,897 | 860 | 0.05% | 0.01% | 126 | -84,998 | -85.95% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 13,779 | 852 | 0.01% | 0.01% | 127 | -230 | -1.64% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,998 | 849 | 0.0% | 0.0% | 128 | +8,565 | 157.65% | Q1 2026 | May 15, 2026 |
| James J. Burns & Company, LLC | History | Added to | 13,341 | 825 | 0.11% | 0.11% | 129 | +63 | 0.47% | Q1 2026 | Apr 17, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 13,308 | 823 | 0.06% | 0.06% | 130 | -74 | -0.55% | Q1 2026 | Apr 20, 2026 |
| VERITY Wealth Advisors | History | Added to | 13,283 | 822 | 0.55% | 0.49% | 131 | +22 | 0.17% | Q1 2026 | Apr 09, 2026 |
| Capital Planning Advisors, LLC | History | No change | 13,123 | 812 | 0.12% | 0.1% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 12,825 | 793 | 0.25% | 0.24% | 133 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Intergy Private Wealth, LLC | History | Reduced | 12,470 | 771 | 0.23% | 0.23% | 134 | -117 | -0.93% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 12,405 | 767 | 0.0% | 0.0% | 135 | -1,488 | -10.71% | Q1 2026 | May 05, 2026 |
| Family Office Research LLC | History | Reduced | 12,366 | 765 | 0.33% | 0.3% | 136 | -52 | -0.42% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,307 | 761 | 0.0% | 0.0% | 137 | -35,599 | -74.31% | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | Reduced | 12,066 | 746 | 0.49% | 0.55% | 138 | -1,895 | -13.57% | Q1 2026 | Apr 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 11,591 | 717 | 0.02% | 0.02% | 139 | -6 | -0.05% | Q1 2026 | May 11, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | No change | 11,400 | 706 | 0.39% | 0.38% | 140 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 11,416 | 706 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fund Evaluation Group, LLC | History | No change | 11,127 | 688 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,623 | 657 | 0.0% | 0.0% | 143 | +80 | 0.76% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 10,551 | 652 | 0.01% | 0.0% | 144 | +35 | 0.33% | Q1 2026 | May 01, 2026 |
| Dorsey Wright & Associates | History | New | 10,439 | 646 | 0.08% | — | 145 | +10,439 | New | Q1 2026 | May 06, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 10,002 | 619 | 0.03% | 0.03% | 146 | -103 | -1.02% | Q1 2026 | Apr 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 9,888 | 611 | 0.01% | — | 147 | +9,888 | New | Q1 2026 | May 01, 2026 |
| One Capital Management, LLC | History | Reduced | 9,805 | 606 | 0.02% | 0.02% | 148 | -344 | -3.39% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,778 | 605 | 0.01% | 0.01% | 149 | +600 | 6.54% | Q1 2026 | Apr 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 8,940 | 602 | 0.01% | 0.01% | 150 | +592 | 7.09% | Q1 2026 | May 06, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 9,405 | 582 | 0.01% | 0.01% | 151 | -351 | -3.6% | Q1 2026 | May 15, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 9,389 | 581 | 0.49% | 0.48% | 153 | -1,638 | -14.85% | Q1 2026 | May 15, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 8,576 | 581 | 0.02% | 0.02% | 152 | +17 | 0.2% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 8,682 | 579 | 0.01% | 0.03% | 154 | -210 | -2.36% | Q1 2026 | May 01, 2026 |
| Glenview Trust Co | History | No change | 9,318 | 576 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vanguard National Trust Co | History | New | 9,000 | 557 | 0.04% | — | 157 | +9,000 | New | Q1 2026 | May 08, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 9,000 | 557 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MATHER GROUP, LLC. | History | Added to | 8,966 | 554 | 0.01% | 0.0% | 158 | +3,264 | 57.24% | Q1 2026 | Apr 13, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 8,904 | 551 | 0.08% | 0.07% | 159 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BANK OF STOCKTON | History | Reduced | 8,888 | 550 | 0.17% | 0.22% | 160 | -4,184 | -32.01% | Q1 2026 | Apr 29, 2026 |
| Fairway Wealth LLC | History | Added to | 8,755 | 541 | 0.14% | 0.14% | 161 | +6 | 0.07% | Q1 2026 | Apr 23, 2026 |
| VANGUARD GROUP INC | History | No change | 9,000 | 537 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SJS Investment Consulting Inc. | History | No change | 8,653 | 535 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WATERS PARKERSON & CO., LLC | History | No change | 8,457 | 523 | 0.03% | 0.02% | 164 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | New | 8,326 | 515 | 0.0% | — | 165 | +8,326 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 8,312 | 514 | 0.0% | 0.0% | 166 | +3,049 | 57.93% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,274 | 512 | 0.01% | 0.01% | 167 | -33 | -0.4% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 8,268 | 511 | 0.0% | 0.0% | 168 | +804 | 10.77% | Q1 2026 | May 11, 2026 |
| Range Financial Group LLC | History | Reduced | 8,022 | 496 | 0.17% | 0.17% | 169 | -318 | -3.81% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 7,991 | 494 | 0.03% | 0.03% | 170 | +84 | 1.06% | Q1 2026 | Apr 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 7,954 | 492 | 0.03% | 0.03% | 171 | -2,471 | -23.7% | Q1 2026 | Apr 29, 2026 |
| Prostatis Group LLC | History | Reduced | 7,883 | 487 | 0.12% | 0.12% | 172 | -331 | -4.03% | Q1 2026 | May 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 7,590 | 469 | 0.01% | 0.01% | 173 | -247 | -3.15% | Q1 2026 | Apr 21, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 7,576 | 468 | 0.3% | 0.3% | 174 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Oak Wealth Advisors LLC | History | Added to | 7,505 | 464 | 0.25% | 0.25% | 175 | +284 | 3.93% | Q1 2026 | Apr 21, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 7,691 | 458 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 7,327 | 456 | 0.02% | 0.02% | 177 | +271 | 3.84% | Q1 2026 | Apr 27, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 7,309 | 452 | 0.15% | 0.15% | 178 | -123 | -1.66% | Q1 2026 | Apr 24, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 7,210 | 446 | 0.08% | 0.08% | 179 | -160 | -2.17% | Q1 2026 | May 04, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 7,180 | 444 | 0.0% | 0.0% | 180 | -1,064 | -12.91% | Q1 2026 | Apr 30, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 6,977 | 431 | 0.01% | 0.01% | 181 | -142 | -1.99% | Q1 2026 | Apr 08, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 7,016 | 418 | 0.06% | 0.06% | 182 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 6,897 | 411 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 6,527 | 403 | 0.42% | 0.41% | 184 | -482 | -6.88% | Q1 2026 | Apr 29, 2026 |
| American Trust | History | Added to | 6,405 | 396 | 0.03% | 0.03% | 185 | +37 | 0.58% | Q1 2026 | May 01, 2026 |
| American Investment Services, Inc. | History | No change | 6,384 | 395 | 0.09% | 0.09% | 186 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 6,250 | 387 | 0.31% | 0.3% | 187 | +260 | 4.34% | Q1 2026 | Apr 08, 2026 |
| Westshore Wealth, LLC | History | No change | 6,376 | 380 | 0.13% | 0.13% | 188 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 6,118 | 378 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | Added to | 6,044 | 374 | 0.34% | 0.34% | 191 | +6 | 0.1% | Q1 2026 | Apr 28, 2026 |
| Waldron Private Wealth LLC | History | No change | 6,048 | 374 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 5,739 | 355 | 0.04% | 0.03% | 192 | -210 | -3.53% | Q1 2026 | Apr 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 5,731 | 354 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 5,719 | 353 | 0.0% | — | 194 | +5,719 | New | Q1 2026 | May 13, 2026 |
| GWN SECURITIES INC. | History | Added to | 5,696 | 352 | 0.07% | 0.07% | 195 | +162 | 2.93% | Q1 2026 | May 14, 2026 |
| Texas Yale Capital Corp. | History | No change | 5,600 | 346 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 5,480 | 339 | 0.01% | 0.01% | 197 | -182 | -3.21% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 5,419 | 335 | 0.0% | 0.0% | 198 | -29 | -0.53% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 5,343 | 330 | 0.0% | 0.0% | 199 | +409 | 8.29% | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 5,121 | 316 | 0.0% | 0.0% | 200 | -100 | -1.92% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | New | 5,058 | 313 | 0.0% | — | 201 | +5,058 | New | Q1 2026 | May 15, 2026 |
| Breakwater Capital Group | History | Added to | 4,982 | 308 | 0.04% | 0.04% | 202 | +110 | 2.26% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Added to | 4,962 | 307 | 0.0% | 0.0% | 203 | +598 | 13.7% | Q1 2026 | Apr 27, 2026 |
| CENTRAL TRUST Co | History | Reduced | 4,949 | 306 | 0.01% | 0.01% | 204 | -1,188 | -19.36% | Q1 2026 | Apr 17, 2026 |
| NICOLET BANKSHARES INC | History | No change | 4,942 | 305 | 0.01% | 0.05% | 205 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 4,800 | 297 | 0.06% | 0.06% | 206 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| 1ST SOURCE BANK | History | Reduced | 4,724 | 292 | 0.02% | 0.02% | 207 | -645 | -12.01% | Q1 2026 | May 04, 2026 |
| Bedminster, LLC | History | Reduced | 4,693 | 290 | 0.27% | 0.33% | 208 | -1,375 | -22.66% | Q1 2026 | Apr 24, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 4,652 | 287 | 0.08% | 0.08% | 209 | +4 | 0.09% | Q1 2026 | Apr 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 4,627 | 286 | 0.01% | 0.01% | 210 | +6 | 0.13% | Q1 2026 | May 12, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 4,512 | 279 | 0.05% | 0.05% | 211 | +5 | 0.11% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,505 | 278 | 0.0% | 0.0% | 212 | -363 | -7.46% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,489 | 277 | 0.0% | — | 213 | +4,489 | New | Q1 2026 | May 15, 2026 |
| Courage Miller Partners, LLC | History | No change | 4,437 | 274 | 0.08% | 0.08% | 214 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 4,591 | 273 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Linscomb Wealth, Inc. | History | No change | 4,410 | 272 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Opulen Financial Group LLC | History | Reduced | 4,368 | 270 | 0.19% | 0.22% | 217 | -703 | -13.86% | Q1 2026 | Apr 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4,293 | 265 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fort Sheridan Advisors LLC | History | New | 4,234 | 262 | 0.03% | — | 220 | +4,234 | New | Q1 2026 | May 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 4,247 | 262 | 0.02% | 0.02% | 219 | -387 | -8.35% | Q1 2026 | Apr 30, 2026 |
| Jordan Park Group LLC | History | No change | 4,140 | 256 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 4,110 | 254 | 0.0% | 0.0% | 222 | -300 | -6.8% | Q1 2026 | May 15, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 4,120 | 254 | 0.07% | 0.06% | 223 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CHOREO, LLC | History | Added to | 4,024 | 249 | 0.0% | 0.0% | 224 | +39 | 0.98% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 3,967 | 245 | 0.01% | 0.01% | 225 | -985 | -19.89% | Q1 2026 | Apr 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 3,916 | 242 | 0.01% | 0.01% | 226 | +1 | 0.03% | Q1 2026 | Apr 28, 2026 |
| Sage Capital Advisors,llc | History | Added to | 3,895 | 241 | 0.06% | 0.05% | 227 | +74 | 1.94% | Q1 2026 | Apr 07, 2026 |
| Diversified Portfolios, Inc. | History | No change | 3,871 | 239 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Midwest Trust Co | History | Reduced | 3,851 | 238 | 0.0% | 0.0% | 230 | -233 | -5.71% | Q1 2026 | May 01, 2026 |
| Cadence Bank | History | No change | 4,000 | 238 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 3,817 | 236 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 3,800 | 235 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 3,800 | 235 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 3,772 | 233 | 0.08% | 0.08% | 234 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 3,720 | 230 | 0.06% | 0.06% | 235 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 3,712 | 229 | 0.03% | 0.04% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 3,674 | 227 | 0.0% | 0.0% | 237 | -480 | -11.56% | Q1 2026 | May 14, 2026 |
| Note Advisors, LLC | History | Added to | 3,652 | 226 | 0.11% | 0.11% | 238 | +40 | 1.11% | Q1 2026 | May 15, 2026 |
| Fortitude Advisory Group L.L.C. | History | No change | 3,627 | 224 | 0.1% | 0.09% | 239 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NVWM, LLC | History | New | 3,507 | 217 | 0.05% | — | 240 | +3,507 | New | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | No change | 3,452 | 213 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bison Wealth, LLC | History | New | 3,115 | 210 | 0.02% | — | 245 | +3,115 | New | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 3,400 | 210 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Evercore Wealth Management, LLC | History | No change | 3,401 | 210 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 3,400 | 210 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 3,381 | 209 | 0.0% | — | 246 | +3,381 | New | Q1 2026 | May 15, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | New | 3,350 | 207 | 0.07% | — | 247 | +3,350 | New | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | New | 3,315 | 205 | 0.0% | — | 248 | +3,315 | New | Q1 2026 | Apr 15, 2026 |
| Good Harbor Advisors, Inc. | History | New | 3,307 | 204 | 0.22% | — | 249 | +3,307 | New | Q1 2026 | May 05, 2026 |
| Briggs Wealth Management, Inc | History | New | 3,296 | 203 | 0.22% | — | 250 | +3,296 | New | Q1 2026 | May 15, 2026 |
| Orin Green Financial, LLC | History | New | 3,276 | 202 | 0.08% | — | 251 | +3,276 | New | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,182 | 196 | 0.0% | 0.0% | 252 | -23 | -0.72% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3,140 | 194 | 0.15% | 0.15% | 253 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 2,845 | 176 | 0.02% | 0.03% | 254 | -641 | -18.39% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,826 | 174 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Private Wealth Management Group, LLC | History | No change | 2,775 | 171 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,755 | 164 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BESSEMER GROUP INC | History | No change | 2,500 | 155 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 2,500 | 154 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 2,501 | 154 | 0.1% | 0.09% | 260 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,486 | 153 | 0.0% | 0.0% | 261 | -1,396 | -35.96% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 2,446 | 151 | 0.0% | — | 262 | +2,446 | New | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,170 | 134 | 0.01% | 0.01% | 263 | -3 | -0.14% | Q1 2026 | Apr 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,146 | 132 | 0.0% | 0.0% | 264 | -100 | -4.45% | Q1 2026 | May 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 2,062 | 128 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BlackRock, Inc. | History | Reduced | 1,854 | 114 | 0.0% | 0.0% | 266 | -184,538 | -99.01% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,836 | 113 | 0.01% | 0.01% | 267 | +1 | 0.05% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 1,826 | 113 | 0.09% | 0.09% | 268 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1,805 | 111 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,738 | 107 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| S.A. Mason LLC | History | New | 1,658 | 102 | 0.04% | — | 271 | +1,658 | New | Q1 2026 | Apr 27, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 1,636 | 101 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,592 | 98 | 0.01% | 0.0% | 273 | +600 | 60.48% | Q1 2026 | May 04, 2026 |
| Cordant, Inc. | History | No change | 1,553 | 96 | 0.04% | 0.04% | 274 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | Added to | 1,483 | 92 | 0.0% | 0.0% | 276 | +356 | 31.59% | Q1 2026 | Apr 06, 2026 |
| DT Investment Partners, LLC | History | No change | 1,500 | 92 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trust Co | History | No change | 1,470 | 90 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,418 | 87 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Biltmore Family Office, LLC | History | No change | 1,400 | 86 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 1,400 | 86 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,372 | 84 | 0.0% | 0.0% | 281 | -1 | -0.07% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 1,355 | 83 | 0.01% | 0.01% | 282 | +1 | 0.07% | Q1 2026 | Apr 29, 2026 |
| NBT BANK N A /NY | History | No change | 1,335 | 82 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Added to | 1,282 | 79 | 0.0% | 0.0% | 284 | +86 | 7.19% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,274 | 78 | 0.0% | 0.0% | 285 | -430 | -25.23% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,153 | 77 | 0.01% | 0.01% | 286 | -128 | -9.99% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 1,234 | 75 | 0.0% | 0.0% | 287 | +1,194 | 2985.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,184 | 73 | 0.0% | 0.0% | 288 | +266 | 28.98% | Q1 2026 | May 15, 2026 |
| Bank of New Hampshire | History | No change | 1,150 | 71 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 1,092 | 67 | 0.01% | 0.01% | 290 | +4 | 0.37% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | No change | 1,048 | 66 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Manchester Capital Management LLC | History | No change | 1,000 | 61 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JDM Financial Group LLC | History | No change | 980 | 60 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| MAI Capital Management | History | No change | 918 | 56 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 845 | 52 | 0.0% | 0.0% | 295 | -10,473 | -92.53% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 765 | 48 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Avion Wealth | History | No change | 740 | 45 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 696 | 43 | 0.0% | — | 298 | +696 | New | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | No change | 602 | 37 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Added to | 595 | 36 | 0.0% | 0.0% | 300 | +37 | 6.63% | Q1 2026 | Apr 13, 2026 |