iSHARES TRUST - IDU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIL Ltd | History | New | 1,827,771 | 212,222 | 0.16% | — | 1 | +1,827,771 | New | Q1 2026 | May 15, 2026 |
| Destination Wealth Management | History | Reduced | 606,250 | 70,391 | 1.83% | 1.73% | 2 | -2,289 | -0.38% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 589,607 | 68,459 | 0.0% | 0.0% | 3 | -68,174 | -10.36% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 520,030 | 60,380 | 0.0% | 0.01% | 4 | -396,704 | -43.27% | Q1 2026 | May 15, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 511,682 | 55,445 | 5.04% | 4.08% | 5 | +144,689 | 39.43% | Q1 2026 | Apr 09, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 436,338 | 50,663 | 0.79% | 0.73% | 6 | -18,475 | -4.06% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 424,713 | 49,313 | 0.25% | 0.24% | 7 | +20,062 | 4.96% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 369,210 | 42,868 | 0.01% | 0.01% | 8 | -42,603 | -10.35% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 192,011 | 22,294 | 0.0% | 0.0% | 9 | -43,166 | -18.35% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 149,406 | 17,347 | 0.0% | 0.0% | 10 | -29,290 | -16.39% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 142,753 | 16,575 | 0.01% | 0.01% | 11 | -80,287 | -36.0% | Q1 2026 | May 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 106,885 | 12,410 | 0.76% | 0.74% | 12 | -3,420 | -3.1% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 99,962 | 11,606 | 0.0% | 0.0% | 13 | -6,538 | -6.14% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 99,294 | 11,528 | 0.02% | 0.01% | 14 | +2,728 | 2.83% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 96,069 | 11,157 | 0.0% | 0.0% | 15 | +8,084 | 9.19% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 72,865 | 8,467 | 0.01% | 0.01% | 16 | -18,586 | -20.32% | Q1 2026 | May 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 69,171 | 8,031 | 3.52% | 3.43% | 17 | -509 | -0.73% | Q1 2026 | Apr 27, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 69,056 | 8,018 | 4.35% | 4.3% | 18 | -1,318 | -1.87% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 68,690 | 7,975 | 0.04% | 0.06% | 19 | -27,239 | -28.39% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 68,169 | 7,915 | 0.01% | 0.01% | 20 | +6,586 | 10.69% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 63,407 | 7,362 | 0.01% | 0.01% | 21 | -4,455 | -6.56% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 62,294 | 7,232 | 0.0% | 0.0% | 22 | -65,241 | -51.16% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | New | 60,100 | 6,975 | 0.52% | — | 23 | +60,100 | New | Q1 2026 | May 20, 2026 |
| UBS Group AG | History | Added to | 52,652 | 6,113 | 0.0% | 0.0% | 24 | +4,578 | 9.52% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 48,748 | 5,665 | 0.17% | 0.16% | 25 | +536 | 1.11% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 45,785 | 5,316 | 0.01% | 0.03% | 26 | -44,382 | -49.22% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 45,600 | 5,294 | 0.0% | — | 27 | +45,600 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 45,049 | 5,195 | 0.0% | 0.0% | 28 | +9,732 | 27.56% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 44,226 | 5,135 | 0.0% | 0.0% | 29 | +658 | 1.51% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 43,685 | 5,072 | 0.01% | 0.01% | 30 | -4,228 | -8.82% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,303 | 4,215 | 0.02% | 0.01% | 31 | +18,185 | 100.37% | Q1 2026 | May 05, 2026 |
| Prospera Financial Services Inc | History | Reduced | 34,322 | 3,985 | 0.06% | 0.07% | 32 | -2,940 | -7.89% | Q1 2026 | Apr 14, 2026 |
| CROBAN | History | Added to | 31,658 | 3,675 | 1.73% | 1.63% | 33 | +363 | 1.16% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 32,381 | 3,508 | 0.02% | 0.04% | 34 | -15,277 | -32.06% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 30,162 | 3,502 | 0.0% | 0.0% | 35 | -9,058 | -23.1% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 28,509 | 3,310 | 0.02% | 0.02% | 36 | -12,311 | -30.16% | Q1 2026 | Apr 24, 2026 |
| CPR Investments Inc. | History | Reduced | 26,088 | 3,029 | 2.02% | 2.0% | 37 | -1,451 | -5.27% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,687 | 2,752 | 0.0% | 0.0% | 38 | +4,533 | 23.67% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 23,181 | 2,691 | 0.03% | 0.03% | 39 | -182 | -0.78% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 22,547 | 2,617 | 0.0% | 0.0% | 40 | -2,134 | -8.65% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 22,250 | 2,583 | 0.01% | 0.01% | 41 | +183 | 0.83% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 21,975 | 2,551 | 0.0% | 0.0% | 42 | +3,537 | 19.18% | Q1 2026 | May 12, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 20,980 | 2,436 | 0.44% | 0.41% | 43 | +216 | 1.04% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Reduced | 21,104 | 2,426 | 0.0% | 0.0% | 44 | -59,831 | -73.92% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 19,752 | 2,336 | 0.18% | 0.08% | 45 | +11,330 | 134.53% | Q1 2026 | May 01, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 19,273 | 2,237 | 1.05% | 1.18% | 46 | -5,393 | -21.86% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 18,982 | 2,204 | 0.01% | 0.02% | 47 | -2,580 | -11.97% | Q1 2026 | May 15, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 18,039 | 2,094 | 0.03% | 0.02% | 48 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BOS Asset Management, LLC | History | Reduced | 17,966 | 2,086 | 0.53% | 0.56% | 49 | -1,357 | -7.02% | Q1 2026 | Apr 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 17,803 | 2,067 | 0.02% | 0.02% | 50 | +3 | 0.02% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,009 | 1,975 | 0.03% | 0.03% | 51 | +1,996 | 13.3% | Q1 2026 | May 15, 2026 |
| First Citizens Financial Corp | History | Reduced | 16,806 | 1,951 | 0.92% | 0.9% | 52 | -20 | -0.12% | Q1 2026 | Apr 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 16,194 | 1,880 | 0.01% | 0.01% | 53 | +759 | 4.92% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 15,521 | 1,802 | 0.11% | 0.05% | 54 | +8,126 | 109.89% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 15,391 | 1,787 | 0.0% | 0.0% | 55 | -2,220 | -12.61% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 13,981 | 1,623 | 0.0% | 0.0% | 56 | -2,049 | -12.78% | Q1 2026 | May 05, 2026 |
| Essex LLC | History | Reduced | 13,864 | 1,609 | 0.28% | 0.27% | 57 | -32 | -0.23% | Q1 2026 | Apr 24, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 13,535 | 1,571 | 0.1% | 0.09% | 58 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WealthCare Investment Partners, LLC | History | Reduced | 13,591 | 1,556 | 0.43% | 0.48% | 59 | -1,318 | -8.84% | Q1 2026 | Apr 08, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 13,194 | 1,531 | 0.04% | 0.04% | 60 | -519 | -3.78% | Q1 2026 | May 04, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 12,985 | 1,507 | 0.3% | 0.29% | 61 | +2 | 0.02% | Q1 2026 | May 12, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 12,960 | 1,504 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nikulski Financial, Inc. | History | Added to | 11,932 | 1,385 | 0.34% | 0.31% | 63 | +3 | 0.03% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,592 | 1,361 | 0.0% | 0.0% | 64 | -4,420 | -27.6% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 11,702 | 1,358 | 0.02% | 0.01% | 65 | +1,329 | 12.81% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 11,631 | 1,350 | 0.0% | 0.0% | 66 | -922 | -7.34% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 11,549 | 1,340 | 0.09% | 0.02% | 67 | +8,715 | 307.52% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | New | 11,522 | 1,337 | 0.01% | — | 68 | +11,522 | New | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Added to | 11,412 | 1,325 | 0.01% | 0.01% | 69 | +2,038 | 21.74% | Q1 2026 | May 05, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 10,861 | 1,261 | 0.08% | 0.07% | 70 | +1 | 0.01% | Q1 2026 | May 13, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 11,586 | 1,255 | 0.37% | 0.37% | 71 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 10,757 | 1,248 | 0.0% | 0.0% | 72 | +10,673 | 12705.95% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 9,767 | 1,134 | 0.03% | 0.06% | 73 | -14,615 | -59.94% | Q1 2026 | May 15, 2026 |
| MLP3, LLC | History | Reduced | 9,268 | 1,076 | 1.19% | 1.16% | 74 | -502 | -5.14% | Q1 2026 | Apr 13, 2026 |
| Sigma Planning Corp | History | Added to | 8,844 | 1,026 | 0.03% | 0.02% | 75 | +860 | 10.77% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 9,432 | 1,022 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,794 | 1,021 | 0.0% | 0.0% | 77 | +1,438 | 19.55% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,628 | 1,001 | 0.0% | 0.0% | 78 | +832 | 10.67% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 8,561 | 994 | 0.02% | 0.02% | 79 | +758 | 9.71% | Q1 2026 | May 18, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 8,280 | 961 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 8,224 | 954 | 0.0% | 0.0% | 81 | +340 | 4.31% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 8,123 | 943 | 0.0% | 0.0% | 82 | +1,355 | 20.02% | Q1 2026 | May 05, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 7,997 | 928 | 0.02% | 0.02% | 83 | +201 | 2.58% | Q1 2026 | May 01, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 7,991 | 927 | 0.32% | 0.3% | 84 | +77 | 0.97% | Q1 2026 | May 13, 2026 |
| Ridge Creek Global, Inc | History | No change | 7,824 | 908 | 0.77% | 0.71% | 85 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Simmons Bank | History | Reduced | 7,736 | 898 | 0.06% | 0.06% | 86 | -265 | -3.31% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 7,614 | 884 | 0.02% | 0.02% | 87 | -246 | -3.13% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,379 | 856 | 0.0% | 0.0% | 88 | +1,018 | 16.0% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Added to | 7,358 | 854 | 0.2% | 0.18% | 89 | +159 | 2.21% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 7,068 | 820 | 0.01% | 0.01% | 90 | -20 | -0.28% | Q1 2026 | Apr 17, 2026 |
| IMC-Chicago, LLC | History | New | 7,000 | 812 | 0.0% | — | 91 | +7,000 | New | Q1 2026 | May 05, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 6,921 | 803 | 0.03% | 0.03% | 92 | +36 | 0.52% | Q1 2026 | May 06, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 6,883 | 799 | 0.36% | 0.33% | 93 | -35 | -0.51% | Q1 2026 | May 12, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 6,849 | 795 | 0.11% | 0.11% | 94 | -1,481 | -17.78% | Q1 2026 | Apr 08, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 6,856 | 795 | 0.29% | 0.27% | 95 | +16 | 0.23% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | New | 6,509 | 755 | 0.0% | — | 96 | +6,509 | New | Q1 2026 | May 14, 2026 |
| KKM Financial LLC | History | No change | 6,965 | 754 | 0.13% | 0.13% | 97 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 6,400 | 743 | 0.17% | 0.16% | 98 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 6,355 | 737 | 0.0% | 0.0% | 99 | +167 | 2.7% | Q1 2026 | May 13, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 6,334 | 735 | 0.08% | 0.07% | 100 | +354 | 5.92% | Q1 2026 | May 04, 2026 |
| Independence Bank of Kentucky | History | Reduced | 6,162 | 715 | 0.09% | 0.08% | 101 | -120 | -1.91% | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,934 | 688 | 0.01% | 0.01% | 102 | +14 | 0.24% | Q1 2026 | Apr 23, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,759 | 668 | 0.01% | 0.02% | 103 | -1,477 | -20.41% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,718 | 663 | 0.0% | 0.0% | 104 | -633 | -9.97% | Q1 2026 | May 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 5,502 | 641 | 0.14% | — | 105 | +5,502 | New | Q1 2026 | Apr 28, 2026 |
| Westerkirk Capital Inc. | History | No change | 5,451 | 632 | 0.07% | 0.06% | 106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 5,358 | 622 | 0.15% | 0.16% | 107 | -282 | -5.0% | Q1 2026 | Apr 14, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 5,200 | 603 | 0.1% | 0.09% | 108 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 5,113 | 593 | 0.0% | 0.0% | 109 | +626 | 13.95% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 4,910 | 570 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Added to | 4,778 | 554 | 0.03% | 0.03% | 111 | +6 | 0.13% | Q1 2026 | Apr 08, 2026 |
| Fiduciary Alliance LLC | History | Added to | 4,723 | 549 | 0.03% | 0.03% | 112 | +223 | 4.96% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Reduced | 4,702 | 545 | 0.0% | 0.0% | 113 | -200 | -4.08% | Q1 2026 | May 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 4,662 | 541 | 0.02% | 0.01% | 114 | +1,915 | 69.71% | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 4,578 | 531 | 0.03% | 0.02% | 115 | +523 | 12.9% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 4,572 | 530 | 0.01% | 0.01% | 116 | -1,254 | -21.52% | Q1 2026 | Apr 22, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 4,564 | 529 | 0.09% | 0.16% | 117 | -3,909 | -46.13% | Q1 2026 | May 06, 2026 |
| Empirical Asset Management, LLC | History | Added to | 4,522 | 525 | 0.14% | 0.14% | 118 | +15 | 0.33% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,158 | 496 | 0.0% | 0.0% | 120 | +2,668 | 544.49% | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 4,268 | 496 | 0.06% | 0.05% | 119 | +10 | 0.23% | Q1 2026 | Apr 16, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 4,240 | 492 | 0.05% | 0.03% | 121 | +2,000 | 89.29% | Q1 2026 | Apr 28, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 4,109 | 486 | 0.01% | 0.01% | 122 | +351 | 9.34% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | Added to | 4,141 | 480 | 0.19% | 0.13% | 123 | +958 | 30.1% | Q1 2026 | May 05, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 4,127 | 479 | 0.25% | 0.32% | 124 | -714 | -14.75% | Q1 2026 | Apr 14, 2026 |
| Brookwood Investment Group LLC | History | Added to | 4,113 | 477 | 0.06% | 0.05% | 127 | +231 | 5.95% | Q1 2026 | May 04, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 4,110 | 477 | 0.19% | 0.18% | 125 | -5 | -0.12% | Q1 2026 | May 11, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 4,111 | 477 | 0.34% | 0.32% | 126 | +1 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,096 | 475 | 0.0% | 0.0% | 128 | +1,853 | 82.61% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 4,028 | 468 | 0.0% | 0.0% | 129 | -76 | -1.85% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 3,811 | 442 | 0.0% | 0.0% | 130 | -2,667 | -41.17% | Q1 2026 | May 13, 2026 |
| SMITH, MOORE & CO. | History | Added to | 3,806 | 441 | 0.03% | 0.03% | 131 | +290 | 8.25% | Q1 2026 | May 05, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 3,800 | 441 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Brookstone Capital Management | History | Added to | 3,715 | 431 | 0.0% | 0.0% | 133 | +293 | 8.56% | Q1 2026 | Apr 16, 2026 |
| Adams Wealth Management | History | Added to | 3,720 | 431 | 0.09% | 0.08% | 134 | +194 | 5.5% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 3,720 | 431 | 0.08% | 0.07% | 135 | +194 | 5.5% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 3,700 | 429 | 0.0% | — | 136 | +3,700 | New | Q1 2026 | May 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 3,576 | 415 | 0.03% | 0.01% | 137 | +1,062 | 42.24% | Q1 2026 | Apr 24, 2026 |
| Lighthouse Financial LLC | History | No change | 3,500 | 406 | 0.24% | 0.25% | 138 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 3,468 | 402 | 0.0% | 0.0% | 139 | +185 | 5.64% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 3,372 | 391 | 0.0% | 0.0% | 140 | -518 | -13.32% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 3,324 | 385 | 0.0% | 0.01% | 141 | -60 | -1.77% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, LLC | History | Added to | 3,311 | 384 | 0.07% | 0.04% | 142 | +633 | 23.64% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 3,282 | 381 | 0.0% | 0.0% | 143 | +518 | 18.74% | Q1 2026 | May 01, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,272 | 379 | 0.0% | 0.0% | 144 | +406 | 14.17% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 3,182 | 369 | 0.01% | 0.0% | 145 | +2,898 | 1020.42% | Q1 2026 | May 13, 2026 |
| Advisory Alpha, LLC | History | Added to | 3,120 | 362 | 0.01% | 0.01% | 146 | +20 | 0.65% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 3,122 | 362 | 0.09% | 0.09% | 147 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,062 | 355 | 0.0% | — | 148 | +3,062 | New | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 3,025 | 351 | 0.0% | 0.0% | 149 | +430 | 16.57% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 3,000 | 348 | 0.0% | 0.04% | 150 | -725,611 | -99.59% | Q1 2026 | Apr 30, 2026 |
| Synergy Asset Management, LLC | History | Added to | 2,971 | 344 | 0.04% | 0.02% | 151 | +1,112 | 59.82% | Q1 2026 | May 13, 2026 |
| Forbes Financial Planning, Inc. | History | Added to | 2,931 | 340 | 0.2% | 0.18% | 152 | +74 | 2.59% | Q1 2026 | Apr 17, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,898 | 336 | 0.01% | 0.01% | 153 | +206 | 7.65% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Added to | 2,895 | 336 | 0.0% | 0.0% | 154 | +9 | 0.31% | Q1 2026 | May 13, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 2,895 | 336 | 0.16% | 0.14% | 155 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,886 | 335 | 0.0% | 0.0% | 156 | -43 | -1.47% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,069 | 332 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 2,788 | 323 | 0.0% | — | 158 | +2,788 | New | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,693 | 312 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 2,671 | 310 | 0.05% | 0.05% | 160 | -85 | -3.08% | Q1 2026 | Apr 21, 2026 |
| Field & Main Bank | History | Reduced | 2,610 | 303 | 0.09% | 0.08% | 161 | -65 | -2.43% | Q1 2026 | Apr 10, 2026 |
| Royal Fund Management, LLC | History | Reduced | 2,609 | 302 | 0.03% | 0.03% | 162 | -319 | -10.89% | Q1 2026 | May 19, 2026 |
| BROWN ADVISORY INC | History | No change | 2,579 | 299 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 2,575 | 298 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Management, Inc. | History | No change | 2,559 | 297 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Heritage Trust Co | History | No change | 2,558 | 297 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,550 | 296 | 0.0% | — | 167 | +2,550 | New | Q1 2026 | May 12, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 2,549 | 295 | 0.02% | 0.02% | 168 | -38 | -1.47% | Q1 2026 | May 04, 2026 |
| North Star Investment Management Corp. | History | No change | 2,458 | 285 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Weaver Consulting Group | History | Added to | 2,446 | 284 | 0.07% | 0.06% | 170 | +1 | 0.04% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,392 | 277 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 2,392 | 277 | 0.05% | 0.04% | 172 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 2,352 | 273 | 0.0% | 0.0% | 173 | -32 | -1.34% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Added to | 2,271 | 263 | 0.0% | 0.0% | 174 | +9 | 0.4% | Q1 2026 | May 01, 2026 |
| TPG Advisors LLC | History | No change | 2,245 | 260 | 0.16% | 0.15% | 175 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 2,205 | 256 | 0.0% | 0.0% | 177 | +2 | 0.09% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,211 | 256 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | New | 2,196 | 255 | 0.0% | — | 179 | +2,196 | New | Q1 2026 | Apr 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 2,200 | 255 | 0.0% | 0.0% | 178 | +500 | 29.41% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,155 | 250 | 0.0% | 0.0% | 180 | -43,873 | -95.32% | Q1 2026 | May 15, 2026 |
| Keystone Wealth Services, LLC | History | No change | 2,120 | 246 | 0.05% | 0.05% | 181 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | New | 2,096 | 243 | 0.0% | — | 183 | +2,096 | New | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Added to | 2,099 | 243 | 0.01% | 0.0% | 182 | +98 | 4.9% | Q1 2026 | May 11, 2026 |
| Midwest Trust Co | History | No change | 2,092 | 242 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IHT Wealth Management, LLC | History | Added to | 2,072 | 240 | 0.01% | 0.01% | 185 | +106 | 5.39% | Q1 2026 | May 15, 2026 |
| Rede Wealth, LLC | History | No change | 2,074 | 240 | 0.09% | 0.08% | 186 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 2,063 | 239 | 0.02% | 0.02% | 187 | +1 | 0.05% | Q1 2026 | Apr 08, 2026 |
| XML Financial, LLC | History | New | 2,021 | 234 | 0.02% | — | 188 | +2,021 | New | Q1 2026 | Apr 16, 2026 |
| Beacon Financial Advisory LLC | History | New | 2,018 | 234 | 0.05% | — | 189 | +2,018 | New | Q1 2026 | Apr 27, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 2,000 | 232 | 0.07% | — | 190 | +2,000 | New | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,971 | 228 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 1,958 | 227 | 0.02% | 0.04% | 192 | +31 | 1.61% | Q1 2026 | Apr 17, 2026 |
| Sun Group Wealth Partners | History | Added to | 1,944 | 225 | 0.18% | 0.16% | 193 | +44 | 2.32% | Q1 2026 | May 06, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 1,936 | 224 | 0.02% | 0.02% | 194 | -31 | -1.58% | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 1,926 | 223 | 0.0% | 0.0% | 195 | +8 | 0.42% | Q1 2026 | Apr 15, 2026 |
| DAVIS R M INC | History | New | 1,900 | 220 | 0.0% | — | 196 | +1,900 | New | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 1,865 | 216 | 0.01% | 0.01% | 197 | +6 | 0.32% | Q1 2026 | May 06, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 1,851 | 214 | 0.0% | — | 200 | +1,851 | New | Q1 2026 | Apr 14, 2026 |
| GTS SECURITIES LLC | History | New | 1,850 | 214 | 0.01% | — | 199 | +1,850 | New | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,848 | 214 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Avantax Planning Partners, Inc. | History | New | 1,835 | 213 | 0.01% | — | 201 | +1,835 | New | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | New | 1,833 | 212 | 0.0% | — | 202 | +1,833 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 1,803 | 209 | 0.0% | — | 203 | +1,803 | New | Q1 2026 | Apr 30, 2026 |
| Helium Advisors LLC | History | New | 1,775 | 206 | 0.2% | — | 204 | +1,775 | New | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | New | 1,753 | 203 | 0.0% | — | 205 | +1,753 | New | Q1 2026 | May 08, 2026 |
| Tyche Wealth Partners LLC | History | New | 1,746 | 202 | 0.03% | — | 207 | +1,746 | New | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,740 | 202 | 0.0% | 0.0% | 206 | -69 | -3.81% | Q1 2026 | Apr 07, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 1,729 | 200 | 0.01% | 0.02% | 208 | -737 | -29.89% | Q1 2026 | May 07, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 1,671 | 194 | 0.13% | 0.1% | 209 | +251 | 17.68% | Q1 2026 | Apr 14, 2026 |
| CENTRAL TRUST Co | History | No change | 1,664 | 193 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 1,649 | 191 | 0.01% | 0.01% | 211 | +6 | 0.37% | Q1 2026 | Apr 17, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 1,608 | 186 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CX Institutional | History | Reduced | 1,575 | 183 | 0.01% | 0.01% | 213 | -147 | -8.54% | Q1 2026 | Apr 06, 2026 |
| Forum Finance Group S.A. | History | New | 1,915 | 179 | 0.1% | — | 214 | +1,915 | New | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,512 | 175 | 0.0% | 0.0% | 215 | -321 | -17.51% | Q1 2026 | May 14, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 1,470 | 170 | 0.04% | 0.04% | 216 | -5 | -0.34% | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Added to | 1,422 | 165 | 0.0% | 0.0% | 217 | +290 | 25.62% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,244 | 144 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,312 | 142 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CITIGROUP INC | History | Added to | 1,210 | 140 | 0.0% | 0.0% | 220 | +506 | 71.88% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 1,152 | 133 | 0.0% | 0.0% | 221 | +350 | 43.64% | Q1 2026 | May 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,179 | 127 | 0.09% | 0.09% | 222 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Capital Analysts, LLC | History | New | 1,001 | 116 | 0.0% | — | 223 | +1,001 | New | Q1 2026 | May 14, 2026 |
| Milestone Investment Advisors LLC | History | No change | 940 | 109 | 0.03% | 0.02% | 224 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 980 | 106 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,900 | 96 | 0.0% | 0.0% | 226 | -843 | -14.68% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 800 | 93 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 793 | 92 | 0.0% | — | 228 | +793 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | No change | 770 | 89 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 752 | 87 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | New | 724 | 84 | 0.0% | — | 231 | +724 | New | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | No change | 700 | 81 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | No change | 675 | 78 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 669 | 77 | 0.05% | 0.05% | 234 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Avion Wealth | History | No change | 660 | 76 | 0.02% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 651 | 75 | 0.0% | 0.0% | 237 | +261 | 66.92% | Q1 2026 | May 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 700 | 75 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MGB Wealth Management, LLC | History | No change | 690 | 74 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 598 | 69 | 0.01% | 0.0% | 239 | +3 | 0.5% | Q1 2026 | May 05, 2026 |
| Colonial Trust Co / SC | History | No change | 600 | 69 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | No change | 575 | 66 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 543 | 63 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 515 | 59 | 0.05% | 0.06% | 243 | -141 | -21.49% | Q1 2026 | Apr 07, 2026 |
| Security National Bank | History | No change | 500 | 58 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Davis Capital Management | History | No change | 466 | 54 | 0.04% | 0.03% | 245 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Sound Income Strategies, LLC | History | Added to | 438 | 51 | 0.0% | 0.0% | 246 | +2 | 0.46% | Q1 2026 | Apr 27, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 407 | 47 | 0.01% | 0.01% | 248 | -137 | -25.18% | Q1 2026 | May 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 405 | 47 | 0.0% | 0.0% | 247 | -49 | -10.79% | Q1 2026 | Apr 13, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 400 | 46 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 380 | 44 | 0.01% | 0.0% | 250 | +180 | 90.0% | Q1 2026 | May 04, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 370 | 42 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hilltop National Bank | History | No change | 366 | 42 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Rice Partnership, LLC | History | No change | 358 | 41 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 356 | 41 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | No change | 349 | 40 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 342 | 39 | 0.0% | 0.12% | 257 | -31,256 | -98.92% | Q1 2026 | Apr 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 342 | 39 | 0.0% | 0.0% | 256 | +2 | 0.59% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | New | 326 | 37 | 0.0% | — | 258 | +326 | New | Q1 2026 | May 19, 2026 |
| WealthShield Partners, LLC | History | No change | 306 | 35 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | No change | 300 | 35 | 0.01% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Vanguard National Trust Co | History | New | 295 | 34 | 0.0% | — | 261 | +295 | New | Q1 2026 | May 08, 2026 |
| Strive Financial Group ,LLC | History | No change | 274 | 32 | 0.02% | 0.02% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | New | 249 | 28 | 0.0% | — | 263 | +249 | New | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 233 | 27 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Front Row Advisors LLC | History | No change | 218 | 25 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 214 | 24 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Synergy Investment Management, LLC | History | New | 206 | 23 | 0.01% | — | 270 | +206 | New | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | Added to | 203 | 23 | 0.0% | 0.0% | 268 | +1 | 0.5% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | No change | 200 | 23 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 220 | 23 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| First Command Advisory Services, Inc. | History | No change | 183 | 21 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | New | 175 | 20 | 0.0% | — | 273 | +175 | New | Q1 2026 | May 08, 2026 |
| Missouri Trust & Investment Co | History | No change | 175 | 20 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 165 | 19 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 166 | 19 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| SouthState Bank Corp | History | No change | 150 | 17 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 100 | 12 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Advisor Network LLC | History | New | 101 | 11 | 0.01% | — | 281 | +101 | New | Q1 2026 | May 13, 2026 |
| Investors Portfolio Services LLC | History | Added to | 103 | 11 | 0.01% | 0.01% | 280 | +1 | 0.98% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 101 | 11 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HM PAYSON & CO | History | No change | 90 | 10 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Operose Advisors LLC | History | New | 86 | 9 | 0.0% | — | 284 | +86 | New | Q1 2026 | May 12, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 79 | 9 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Rialto Wealth Management, LLC | History | No change | 74 | 8 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| High Point Wealth Management, LLC | History | No change | 73 | 8 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 67 | 7 | 0.0% | 0.03% | 288 | -6,632 | -99.0% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 64 | 7 | 0.0% | — | 289 | +64 | New | Q1 2026 | Apr 21, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 62 | 7 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 55 | 6 | 0.0% | 0.0% | 294 | -19 | -25.68% | Q1 2026 | Apr 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 55 | 6 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 56 | 6 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 59 | 6 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Founders Financial Alliance, LLC | History | No change | 57 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 55 | 6 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Winthrop Capital Management, LLC | History | No change | 53 | 6 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 49 | 5 | 0.0% | 0.0% | 297 | +26 | 113.04% | Q1 2026 | May 11, 2026 |
| NBC SECURITIES, INC. | History | New | 43 | 4 | 0.0% | — | 299 | +43 | New | Q1 2026 | Apr 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 36 | 4 | 0.0% | — | 300 | +36 | New | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | No change | 42 | 4 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 04, 2026 |