iSHARES TRUST - IDV
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.
Showing first 300 of
649 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,296,585 | 608,462 | 0.04% | 0.04% | 1 | +1,003,299 | 7.55% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 8,965,737 | 381,581 | 0.02% | 0.02% | 2 | +1,481,982 | 19.8% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,322,262 | 226,515 | 0.04% | 0.03% | 3 | +850,770 | 19.03% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,441,383 | 189,025 | 0.05% | 0.05% | 4 | +453,461 | 11.37% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,062,351 | 173,160 | 0.04% | 0.04% | 5 | +28,683 | 0.71% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,874,687 | 164,906 | 0.24% | 0.23% | 6 | +81,106 | 2.14% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 3,725,095 | 158,540 | 0.02% | 0.02% | 7 | +803,169 | 27.49% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 3,333,956 | 141,893 | 0.04% | 0.03% | 8 | +532,293 | 19.0% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,872,140 | 122,238 | 0.02% | 0.02% | 9 | +218,259 | 8.22% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,452,353 | 104,370 | 0.02% | 0.01% | 10 | +288,634 | 13.34% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 2,124,330 | 90,411 | 0.11% | 0.09% | 11 | +76,070 | 3.71% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,744,536 | 74,247 | 0.02% | 0.02% | 12 | +121,045 | 7.46% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 1,453,433 | 61,858 | 0.07% | 0.06% | 13 | +123,860 | 9.32% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,390,066 | 59,161 | 0.06% | 0.06% | 14 | +11,123 | 0.81% | Q1 2026 | May 05, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 1,232,000 | 52,433 | 3.43% | 3.19% | 15 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,198,290 | 50,999 | 0.03% | 0.03% | 16 | +73,002 | 6.49% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,140,010 | 48,518 | 0.07% | 0.05% | 17 | +125,971 | 12.42% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,112,135 | 46,075 | 0.0% | 0.0% | 18 | +53,264 | 5.03% | Q1 2026 | May 13, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 1,050,209 | 44,696 | 0.18% | 0.17% | 19 | +2,991 | 0.29% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,114,057 | 43,949 | 0.01% | 0.01% | 20 | +55,501 | 5.24% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 989,552 | 42,115 | 0.04% | 0.03% | 21 | +54,865 | 5.87% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 933,721 | 39,739 | 0.04% | 0.04% | 22 | +96,377 | 11.51% | Q1 2026 | May 14, 2026 |
| GDS Wealth Management | History | Added to | 932,530 | 39,688 | 2.38% | 2.2% | 23 | +40,487 | 4.54% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 841,341 | 35,807 | 0.31% | 0.26% | 24 | -47,581 | -5.35% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Added to | 828,851 | 35,275 | 0.97% | 0.36% | 25 | +529,220 | 176.62% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 809,298 | 34,443 | 0.04% | 0.03% | 26 | +64,488 | 8.66% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 807,215 | 34,355 | 0.56% | 0.58% | 27 | +49,561 | 6.54% | Q1 2026 | May 18, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 759,919 | 32,342 | 1.33% | 1.23% | 28 | +4,307 | 0.57% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 739,375 | 31,467 | 0.0% | 0.0% | 29 | +701,785 | 1866.95% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 685,873 | 29,190 | 0.02% | 0.01% | 30 | +67,355 | 10.89% | Q1 2026 | May 08, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 630,964 | 26,853 | 0.17% | 0.17% | 31 | -48,388 | -7.12% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 625,820 | 26,638 | 0.04% | 0.03% | 32 | +49,296 | 8.55% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 612,261 | 26,057 | 0.05% | 0.05% | 33 | -15,656 | -2.49% | Q1 2026 | May 06, 2026 |
| Berkshire Money Management, Inc. | History | New | 527,447 | 22,448 | 2.3% | — | 34 | +527,447 | New | Q1 2026 | Apr 21, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 500,000 | 21,280 | 0.84% | 0.75% | 35 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 496,986 | 20,452 | 0.01% | 0.01% | 36 | +224,115 | 82.13% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 476,166 | 20,265 | 0.36% | 0.4% | 37 | -73,121 | -13.31% | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 473,908 | 20,169 | 0.42% | 0.39% | 38 | +13,685 | 2.97% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 468,480 | 19,975 | 0.1% | 0.05% | 39 | +206,688 | 78.95% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 459,834 | 19,571 | 0.05% | 0.04% | 40 | +7,121 | 1.57% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 419,077 | 17,835 | 0.92% | 0.89% | 41 | -3,746 | -0.89% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 405,742 | 17,268 | 0.05% | 0.04% | 42 | +74,445 | 22.47% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 391,574 | 16,665 | 0.03% | 0.02% | 43 | +74,910 | 23.66% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 386,264 | 16,439 | 0.01% | 0.01% | 44 | +266,264 | 221.89% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 384,771 | 16,375 | 0.03% | 0.02% | 45 | +10,035 | 2.68% | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Reduced | 374,049 | 15,919 | 0.41% | 0.4% | 46 | -12,741 | -3.29% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 368,855 | 15,698 | 0.09% | 0.09% | 47 | -25,907 | -6.56% | Q1 2026 | May 15, 2026 |
| Eagle Bluffs Wealth Management LLC | History | Added to | 365,531 | 15,556 | 6.06% | 5.59% | 48 | +15,837 | 4.53% | Q1 2026 | Apr 24, 2026 |
| Sigma Planning Corp | History | Reduced | 364,752 | 15,523 | 0.43% | 0.42% | 49 | -22,096 | -5.71% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 357,863 | 15,230 | 0.0% | 0.0% | 50 | +307,704 | 613.46% | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 344,603 | 14,666 | 0.61% | 0.55% | 51 | +22,020 | 6.83% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 329,089 | 14,006 | 0.01% | 0.01% | 52 | +2,637 | 0.81% | Q1 2026 | May 14, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 325,363 | 13,847 | 5.53% | 4.47% | 53 | +43,316 | 15.36% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 317,837 | 13,527 | 0.05% | 0.06% | 54 | -40,332 | -11.26% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 311,031 | 13,237 | 0.02% | 0.01% | 55 | +77,500 | 33.19% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 310,856 | 13,230 | 0.02% | 0.0% | 56 | +310,423 | 71691.22% | Q1 2026 | May 01, 2026 |
| Disciplined Investors, L.L.C. | History | Added to | 303,357 | 12,910 | 7.69% | 6.93% | 57 | +35,697 | 13.34% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 302,044 | 12,879 | 0.12% | 0.04% | 58 | +218,715 | 262.47% | Q1 2026 | Apr 07, 2026 |
| Bangor Savings Bank | History | Reduced | 299,629 | 12,752 | 1.02% | 1.04% | 59 | -26,700 | -8.18% | Q1 2026 | Apr 01, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 299,147 | 12,731 | 0.57% | 0.57% | 60 | -42,857 | -12.53% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 309,600 | 12,377 | 0.08% | 0.06% | 61 | +79,810 | 34.73% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 289,624 | 12,326 | 0.41% | 0.39% | 62 | +4,809 | 1.69% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 287,292 | 12,227 | 0.06% | 0.06% | 63 | +25,587 | 9.78% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Added to | 285,197 | 12,138 | 0.04% | 0.01% | 64 | +211,570 | 287.35% | Q1 2026 | May 13, 2026 |
| COWA, LLC | History | Added to | 277,728 | 11,820 | 3.19% | 3.28% | 65 | +4,090 | 1.49% | Q1 2026 | May 14, 2026 |
| Johnson & White Wealth Management, LLC | History | Added to | 273,438 | 11,637 | 4.92% | 4.58% | 66 | +6,598 | 2.47% | Q1 2026 | Apr 15, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 267,146 | 11,369 | 0.66% | 0.01% | 67 | +259,966 | 3620.7% | Q1 2026 | Apr 16, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 250,381 | 10,656 | 0.0% | 0.0% | 68 | +58,837 | 30.72% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 263,055 | 10,377 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 243,396 | 10,358 | 1.39% | 1.23% | 70 | +14,337 | 6.26% | Q1 2026 | Apr 08, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 262,187 | 10,343 | 0.67% | 0.67% | 71 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 234,734 | 9,986 | 2.42% | 1.34% | 72 | +84,511 | 56.26% | Q1 2026 | Apr 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 232,620 | 9,900 | 0.0% | 0.0% | 73 | +224,820 | 2882.31% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 224,599 | 9,558 | 0.07% | 0.04% | 74 | +91,583 | 68.85% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 216,170 | 9,200 | 0.0% | 0.0% | 75 | +56,773 | 35.62% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 214,838 | 9,143 | 0.0% | 0.0% | 76 | +169,318 | 371.96% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 211,702 | 9,054 | 0.02% | 0.01% | 77 | +5,239 | 2.54% | Q1 2026 | Apr 08, 2026 |
| URS Advisory LLC | History | Added to | 200,187 | 8,519 | 6.23% | 5.85% | 78 | +21,776 | 12.21% | Q1 2026 | Apr 23, 2026 |
| CX Institutional | History | Reduced | 195,838 | 8,335 | 0.25% | 0.24% | 79 | -7,888 | -3.87% | Q1 2026 | Apr 06, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 193,066 | 8,216 | 3.61% | 3.45% | 80 | +396 | 0.21% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 191,182 | 8,136 | 0.05% | 0.05% | 81 | +2,686 | 1.42% | Q1 2026 | May 05, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 182,000 | 7,745 | 0.42% | 0.4% | 82 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Enclave Advisors LLC | History | Added to | 176,872 | 7,527 | 1.03% | 0.79% | 83 | +35,487 | 25.1% | Q1 2026 | Apr 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 176,205 | 7,499 | 0.16% | 0.06% | 84 | +106,901 | 154.25% | Q1 2026 | May 01, 2026 |
| Vantage Financial Partners, LLC | History | No change | 185,536 | 7,319 | 1.49% | 1.49% | 85 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 171,901 | 7,316 | 3.39% | — | 86 | +171,901 | New | Q1 2026 | Apr 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Added to | 171,288 | 7,290 | 1.2% | 0.16% | 87 | +146,733 | 597.57% | Q1 2026 | May 12, 2026 |
| San Luis Wealth Advisors LLC | History | New | 169,989 | 7,234 | 1.2% | — | 88 | +169,989 | New | Q1 2026 | Apr 29, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 168,360 | 7,165 | 0.17% | 0.22% | 89 | -84,736 | -33.48% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 156,776 | 6,672 | 0.0% | 0.0% | 90 | +2,477 | 1.61% | Q1 2026 | May 12, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 147,257 | 6,267 | 2.16% | 2.0% | 91 | +1,312 | 0.9% | Q1 2026 | May 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Reduced | 146,566 | 6,237 | 0.54% | 0.63% | 92 | -27,585 | -15.84% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 142,914 | 6,082 | 0.02% | 0.01% | 93 | +21,370 | 17.58% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 139,635 | 5,942 | 0.03% | 0.02% | 94 | +71,021 | 103.51% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 137,841 | 5,866 | 0.02% | 0.01% | 95 | +602 | 0.44% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 135,082 | 5,749 | 0.14% | 0.13% | 96 | -6,436 | -4.55% | Q1 2026 | Apr 30, 2026 |
| Sterling Wealth Advisors Inc | History | Reduced | 129,126 | 5,712 | 3.26% | 3.24% | 97 | -7,070 | -5.19% | Q1 2026 | Apr 22, 2026 |
| NWF Advisory Services Inc. | History | Added to | 133,016 | 5,661 | 0.64% | 0.55% | 98 | +5,803 | 4.56% | Q1 2026 | May 04, 2026 |
| Prota Financial, LLC | History | Reduced | 131,602 | 5,600 | 4.06% | 3.97% | 99 | -8,059 | -5.77% | Q1 2026 | Apr 09, 2026 |
| CITIGROUP INC | History | New | 128,642 | 5,475 | 0.0% | — | 100 | +128,642 | New | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 124,880 | 5,314 | 0.01% | 0.01% | 101 | +1,319 | 1.07% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 124,171 | 5,279 | 0.01% | 0.01% | 102 | +4,937 | 4.14% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 121,998 | 5,198 | 0.02% | 0.03% | 103 | +1,143 | 0.95% | Q1 2026 | May 12, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 119,916 | 5,103 | 0.7% | 0.51% | 104 | +27,586 | 29.88% | Q1 2026 | Apr 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 119,250 | 5,075 | 1.13% | 1.09% | 105 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Reduced | 111,743 | 4,755 | 0.08% | 0.07% | 106 | -111 | -0.1% | Q1 2026 | Apr 27, 2026 |
| Operose Advisors LLC | History | Reduced | 110,265 | 4,692 | 1.09% | 1.17% | 107 | -17,264 | -13.54% | Q1 2026 | May 12, 2026 |
| Winthrop Partners - WNY, LLC | History | Reduced | 109,013 | 4,639 | 2.47% | 2.33% | 108 | -626 | -0.57% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 108,088 | 4,600 | 0.12% | 0.1% | 109 | +9,037 | 9.12% | Q1 2026 | May 14, 2026 |
| BFI Infinity Ltd. | History | Added to | 107,374 | 4,569 | 2.56% | 2.44% | 110 | +7,832 | 7.87% | Q1 2026 | Apr 13, 2026 |
| Access Investment Management LLC | History | Added to | 106,890 | 4,549 | 1.21% | 1.04% | 111 | +1,335 | 1.26% | Q1 2026 | May 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 105,329 | 4,482 | 0.0% | 0.0% | 112 | -199,812 | -65.48% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 105,065 | 4,471 | 0.05% | 0.05% | 113 | +10,419 | 11.01% | Q1 2026 | Apr 23, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 100,303 | 4,268 | 0.01% | 0.0% | 114 | -711 | -0.7% | Q1 2026 | May 13, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 98,851 | 4,207 | 0.4% | 0.34% | 115 | +5,737 | 6.16% | Q1 2026 | May 06, 2026 |
| Thrive Capital Management, LLC | History | Reduced | 97,406 | 4,145 | 0.91% | 0.91% | 116 | -6,032 | -5.83% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 96,890 | 4,123 | 0.03% | 0.02% | 117 | +46,367 | 91.77% | Q1 2026 | May 15, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 96,263 | 4,096 | 2.76% | 1.47% | 118 | +38,704 | 67.24% | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 95,864 | 4,079 | 0.45% | 0.41% | 119 | -2,136 | -2.18% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 95,463 | 4,059 | 0.01% | 0.0% | 120 | +43,238 | 82.79% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 94,911 | 4,039 | 0.02% | 0.01% | 121 | +16,067 | 20.38% | Q1 2026 | Apr 24, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 94,804 | 4,034 | 0.05% | 0.04% | 122 | -1,210 | -1.26% | Q1 2026 | May 13, 2026 |
| Argent Advisors, Inc. | History | Added to | 94,507 | 4,022 | 1.1% | 1.0% | 123 | +3,693 | 4.07% | Q1 2026 | Apr 24, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 94,478 | 4,020 | 0.27% | 0.21% | 124 | +15,659 | 19.87% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 92,710 | 3,945 | 0.04% | 0.04% | 125 | +430 | 0.47% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 91,136 | 3,878 | 0.06% | 0.04% | 126 | +36,625 | 67.19% | Q1 2026 | May 15, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 89,414 | 3,805 | 0.65% | 0.62% | 127 | +430 | 0.48% | Q1 2026 | Apr 15, 2026 |
| American Money Management, LLC | History | Reduced | 88,215 | 3,754 | 0.59% | 0.57% | 128 | -4,258 | -4.6% | Q1 2026 | May 11, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 93,347 | 3,684 | 1.72% | 1.72% | 129 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 78,159 | 3,468 | 0.06% | 0.05% | 130 | +10,357 | 15.28% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 81,298 | 3,460 | 0.0% | 0.0% | 131 | +25,148 | 44.79% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 80,828 | 3,440 | 0.35% | 0.26% | 132 | +16,351 | 25.36% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 79,230 | 3,372 | 0.02% | 0.02% | 133 | +1,171 | 1.5% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 78,594 | 3,344 | 0.08% | 0.06% | 134 | +14,209 | 22.07% | Q1 2026 | May 11, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | Added to | 77,800 | 3,311 | 0.36% | 0.17% | 135 | +24,300 | 45.42% | Q1 2026 | May 04, 2026 |
| BANK OF HAWAII | History | Added to | 77,459 | 3,296 | 0.17% | 0.13% | 136 | +12,923 | 20.02% | Q1 2026 | May 14, 2026 |
| Integras Partners LLC | History | Reduced | 77,424 | 3,295 | 2.16% | 2.69% | 137 | -7,028 | -8.32% | Q1 2026 | May 12, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 75,408 | 3,209 | 0.95% | 0.96% | 138 | -5,408 | -6.69% | Q1 2026 | May 06, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 74,928 | 3,188 | 0.57% | 0.25% | 139 | +39,974 | 114.36% | Q1 2026 | Apr 29, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 73,727 | 3,137 | 0.35% | 0.4% | 140 | -16,757 | -18.52% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 73,487 | 3,127 | 0.04% | 0.03% | 141 | +28,133 | 62.03% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 69,510 | 3,085 | 0.24% | 0.27% | 142 | -8,752 | -11.18% | Q1 2026 | May 01, 2026 |
| SAXON INTERESTS, INC. | History | Reduced | 72,361 | 3,079 | 1.06% | 1.09% | 143 | -6,167 | -7.85% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Reduced | 71,361 | 3,037 | 0.0% | 0.0% | 144 | -167 | -0.23% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 68,889 | 2,931 | 0.02% | 0.01% | 145 | +9,426 | 15.85% | Q1 2026 | May 05, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 68,500 | 2,915 | 0.18% | 0.06% | 146 | +43,506 | 174.07% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Reduced | 68,419 | 2,911 | 0.02% | 0.02% | 147 | -708 | -1.02% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 68,150 | 2,900 | 0.16% | 0.14% | 148 | +7,033 | 11.51% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 66,719 | 2,839 | 0.04% | 0.03% | 149 | +6,908 | 11.55% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 66,457 | 2,828 | 0.02% | 0.02% | 150 | -5,817 | -8.05% | Q1 2026 | Apr 07, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 62,947 | 2,679 | 0.6% | 0.59% | 151 | -939 | -1.47% | Q1 2026 | Apr 22, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 62,651 | 2,666 | 0.3% | 0.28% | 152 | +1,175 | 1.91% | Q1 2026 | May 01, 2026 |
| Proficio Capital Partners LLC | History | Added to | 61,775 | 2,629 | 0.14% | 0.1% | 153 | +27,435 | 79.89% | Q1 2026 | May 14, 2026 |
| bLong Financial, LLC | History | Reduced | 61,623 | 2,622 | 1.98% | 1.77% | 154 | -2,713 | -4.22% | Q1 2026 | Apr 21, 2026 |
| Financial Perspectives, Inc | History | Added to | 61,509 | 2,617 | 0.73% | 0.64% | 155 | +987 | 1.63% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 60,673 | 2,582 | 0.04% | 0.04% | 156 | +952 | 1.59% | Q1 2026 | May 04, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 60,314 | 2,567 | 0.07% | 0.07% | 157 | +2,240 | 3.86% | Q1 2026 | Apr 21, 2026 |
| Balentine LLC | History | Added to | 60,085 | 2,557 | 0.1% | 0.09% | 158 | +93 | 0.16% | Q1 2026 | Apr 24, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 59,736 | 2,542 | 0.16% | 0.14% | 159 | +4,296 | 7.75% | Q1 2026 | May 14, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 59,482 | 2,531 | 1.82% | 1.65% | 160 | +2,068 | 3.6% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 59,040 | 2,512 | 0.03% | 0.03% | 161 | +719 | 1.23% | Q1 2026 | May 12, 2026 |
| Manske Wealth Management | History | Added to | 57,811 | 2,460 | 0.69% | 0.67% | 162 | +88 | 0.15% | Q1 2026 | Apr 30, 2026 |
| Element Wealth, LLC | History | Added to | 56,018 | 2,384 | 0.98% | 0.43% | 163 | +29,320 | 109.82% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 55,967 | 2,381 | 0.01% | 0.01% | 164 | +14,495 | 34.95% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 55,929 | 2,380 | 0.05% | 0.05% | 165 | +4,066 | 7.84% | Q1 2026 | Apr 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 55,805 | 2,375 | 0.41% | 0.41% | 166 | -2,565 | -4.39% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 55,479 | 2,361 | 0.0% | 0.0% | 167 | +20,829 | 60.11% | Q1 2026 | May 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 54,048 | 2,360 | 0.5% | 0.43% | 168 | +11,427 | 26.81% | Q1 2026 | Apr 28, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 55,120 | 2,345 | 0.08% | 0.06% | 169 | +13,339 | 31.93% | Q1 2026 | Apr 17, 2026 |
| Sound Stewardship, LLC | History | Reduced | 54,999 | 2,340 | 1.07% | 1.07% | 170 | -1,827 | -3.22% | Q1 2026 | Apr 10, 2026 |
| Cooper Financial Group | History | New | 54,753 | 2,330 | 0.24% | — | 171 | +54,753 | New | Q1 2026 | Apr 07, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 54,612 | 2,324 | 0.06% | 0.06% | 172 | -801 | -1.45% | Q1 2026 | May 04, 2026 |
| Trajan Wealth LLC | History | Reduced | 54,043 | 2,300 | 0.09% | 0.09% | 173 | -1,719 | -3.08% | Q1 2026 | May 13, 2026 |
| Park Edge Advisors, LLC | History | Added to | 53,935 | 2,295 | 0.53% | 0.43% | 174 | +6,105 | 12.76% | Q1 2026 | Apr 20, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 53,152 | 2,262 | 0.12% | 0.2% | 175 | -691 | -1.28% | Q1 2026 | Apr 21, 2026 |
| Midwest Trust Co | History | Added to | 53,141 | 2,261 | 0.03% | 0.02% | 176 | +2,594 | 5.13% | Q1 2026 | May 01, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 51,842 | 2,206 | 1.43% | 1.4% | 177 | -4,528 | -8.03% | Q1 2026 | Apr 20, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 50,422 | 2,145 | 0.63% | 0.46% | 178 | +10,258 | 25.54% | Q1 2026 | Apr 17, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 50,308 | 2,141 | 1.09% | 0.69% | 179 | +9,090 | 22.05% | Q1 2026 | May 15, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Added to | 49,873 | 2,122 | 0.6% | 0.53% | 180 | +1,861 | 3.88% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 47,465 | 2,072 | 0.13% | 0.06% | 181 | +25,917 | 120.28% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Added to | 48,531 | 2,065 | 0.12% | 0.07% | 182 | +18,761 | 63.02% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 47,746 | 2,032 | 0.02% | 0.01% | 183 | -1,669 | -3.38% | Q1 2026 | May 12, 2026 |
| Alteri Wealth LLC | History | Added to | 47,630 | 2,027 | 0.66% | 0.55% | 184 | +4,224 | 9.73% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 47,621 | 2,026 | 0.01% | 0.01% | 185 | +2,061 | 4.52% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 47,220 | 2,009 | 0.03% | 0.01% | 186 | +34,742 | 278.43% | Q1 2026 | May 11, 2026 |
| Bluesphere Advisors LLC | History | Added to | 46,960 | 1,998 | 0.71% | 0.51% | 187 | +17,732 | 60.67% | Q1 2026 | Apr 22, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 46,664 | 1,986 | 0.34% | 0.31% | 188 | +1,978 | 4.43% | Q1 2026 | May 12, 2026 |
| Mission Creek Capital Partners, Inc. | History | Reduced | 44,828 | 1,907 | 0.38% | 0.39% | 189 | -4,154 | -8.48% | Q1 2026 | May 14, 2026 |
| Petix & Botte Co | History | Added to | 44,587 | 1,897 | 0.42% | 0.4% | 190 | +1 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Prospera Financial Services Inc | History | Added to | 44,216 | 1,881 | 0.03% | 0.02% | 191 | +12,670 | 40.16% | Q1 2026 | Apr 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 44,100 | 1,876 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gerald Baker Financial Group LLC | History | New | 43,883 | 1,867 | 0.59% | — | 193 | +43,883 | New | Q1 2026 | May 06, 2026 |
| Concord Wealth Partners | History | Added to | 43,552 | 1,853 | 0.24% | 0.21% | 194 | +2,046 | 4.93% | Q1 2026 | May 01, 2026 |
| JNBA Financial Advisors | History | Reduced | 42,833 | 1,822 | 0.15% | 0.17% | 195 | -5,970 | -12.23% | Q1 2026 | Apr 22, 2026 |
| NFSG Corp | History | Reduced | 42,669 | 1,815 | 0.3% | 0.28% | 196 | -3,789 | -8.16% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 42,300 | 1,799 | 0.0% | 0.0% | 197 | +10,530 | 33.14% | Q1 2026 | Apr 30, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 41,963 | 1,785 | 0.2% | 0.12% | 198 | +14,499 | 52.79% | Q1 2026 | May 07, 2026 |
| Quantum Portfolio Management LLC | History | New | 40,387 | 1,718 | 0.75% | — | 199 | +40,387 | New | Q1 2026 | May 01, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | Reduced | 40,334 | 1,716 | 0.27% | 0.26% | 200 | -39 | -0.1% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Added to | 40,312 | 1,715 | 0.26% | 0.24% | 201 | +2,123 | 5.56% | Q1 2026 | Apr 17, 2026 |
| Avidian Wealth Enterprises, LLC | History | New | 40,087 | 1,706 | 0.05% | — | 203 | +40,087 | New | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 40,097 | 1,706 | 0.03% | 0.03% | 202 | +80 | 0.2% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 37,128 | 1,599 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Added to | 37,406 | 1,592 | 0.79% | 0.65% | 205 | +5,380 | 16.8% | Q1 2026 | Apr 16, 2026 |
| Sunflower Bank, N.A. | History | Reduced | 37,244 | 1,585 | 0.4% | 0.38% | 206 | -1,337 | -3.47% | Q1 2026 | Apr 10, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 36,569 | 1,575 | 0.09% | 0.1% | 207 | -4,711 | -11.41% | Q1 2026 | Apr 07, 2026 |
| Rothschild Wealth LLC | History | Added to | 36,182 | 1,539 | 0.14% | 0.13% | 208 | +1,491 | 4.3% | Q1 2026 | May 06, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 36,046 | 1,534 | 0.83% | 0.77% | 209 | +23 | 0.06% | Q1 2026 | May 12, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 36,000 | 1,532 | 0.37% | 0.33% | 210 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 35,850 | 1,525 | 0.02% | 0.02% | 211 | -554 | -1.52% | Q1 2026 | Apr 08, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 35,748 | 1,521 | 0.07% | 0.06% | 212 | +3,174 | 9.74% | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 35,551 | 1,513 | 0.05% | 0.05% | 213 | -1 | -0.0% | Q1 2026 | May 15, 2026 |
| Investment Research Partners LLC | History | Reduced | 35,490 | 1,510 | 0.61% | 0.6% | 214 | -203 | -0.57% | Q1 2026 | Apr 29, 2026 |
| Elite Financial, Inc. | History | Reduced | 35,195 | 1,497 | 0.67% | 0.65% | 215 | -1,050 | -2.9% | Q1 2026 | May 12, 2026 |
| MOTCO | History | Reduced | 34,797 | 1,480 | 0.14% | 0.15% | 216 | -6,596 | -15.94% | Q1 2026 | Apr 22, 2026 |
| INVESTED ADVISORS | History | Reduced | 34,648 | 1,474 | 1.49% | 1.43% | 217 | -291 | -0.83% | Q1 2026 | Apr 29, 2026 |
| Savant Capital, LLC | History | Added to | 34,632 | 1,473 | 0.01% | 0.01% | 218 | +51 | 0.15% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 34,609 | 1,472 | 0.03% | 0.03% | 219 | +490 | 1.44% | Q1 2026 | May 15, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 34,403 | 1,464 | 0.78% | 0.75% | 220 | -113 | -0.33% | Q1 2026 | Apr 24, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | Reduced | 33,945 | 1,444 | 0.39% | 0.38% | 221 | -366 | -1.07% | Q1 2026 | May 01, 2026 |
| RFG Advisory, LLC | History | Added to | 33,192 | 1,412 | 0.03% | 0.02% | 222 | +1,292 | 4.05% | Q1 2026 | Apr 17, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 32,725 | 1,392 | 0.0% | 0.0% | 223 | -7,209 | -18.05% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 31,742 | 1,350 | 0.04% | 0.04% | 224 | +217 | 0.69% | Q1 2026 | May 14, 2026 |
| PKS Advisory Services, LLC | History | Added to | 31,589 | 1,344 | 0.31% | 0.26% | 226 | +2,902 | 10.12% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Added to | 31,590 | 1,344 | 0.1% | 0.09% | 225 | +664 | 2.15% | Q1 2026 | Apr 22, 2026 |
| Arkos Global Advisors | History | Added to | 31,529 | 1,342 | 0.17% | 0.15% | 227 | +1,650 | 5.52% | Q1 2026 | May 13, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Reduced | 31,417 | 1,337 | 0.3% | 0.29% | 228 | -100 | -0.32% | Q1 2026 | Apr 02, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 30,731 | 1,307 | 0.76% | 0.77% | 229 | -1,013 | -3.19% | Q1 2026 | Apr 23, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 30,343 | 1,291 | 0.16% | 0.12% | 230 | +5,607 | 22.67% | Q1 2026 | Apr 27, 2026 |
| Castle Rock Wealth Management, LLC | History | New | 30,160 | 1,289 | 0.28% | — | 231 | +30,160 | New | Q1 2026 | Apr 08, 2026 |
| Sagace Wealth Management LLC | History | New | 30,253 | 1,287 | 0.86% | — | 232 | +30,253 | New | Q1 2026 | Apr 29, 2026 |
| DAVENPORT & Co LLC | History | Added to | 30,238 | 1,286 | 0.01% | 0.01% | 233 | +1,294 | 4.47% | Q1 2026 | Apr 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 29,233 | 1,244 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 28,952 | 1,232 | 0.56% | 0.61% | 235 | -3,921 | -11.93% | Q1 2026 | May 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 28,905 | 1,230 | 0.1% | 0.09% | 236 | +289 | 1.01% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 28,837 | 1,227 | 0.01% | 0.01% | 237 | +4,863 | 20.28% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Reduced | 28,689 | 1,214 | 0.0% | 0.0% | 238 | -4,215 | -12.81% | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 28,337 | 1,206 | 0.09% | — | 239 | +28,337 | New | Q1 2026 | May 15, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 28,157 | 1,198 | 0.32% | 0.3% | 240 | +949 | 3.49% | Q1 2026 | Apr 24, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 28,143 | 1,197 | 0.66% | 0.76% | 241 | -7,471 | -20.98% | Q1 2026 | Apr 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 27,930 | 1,188 | 0.03% | 0.03% | 242 | +600 | 2.2% | Q1 2026 | Apr 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 27,832 | 1,184 | 0.06% | 0.05% | 243 | +2,468 | 9.73% | Q1 2026 | Apr 28, 2026 |
| American Capital Advisory, LLC | History | Reduced | 27,833 | 1,184 | 0.48% | 0.48% | 244 | -139 | -0.5% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 27,701 | 1,178 | 0.05% | 0.04% | 245 | +3,520 | 14.56% | Q1 2026 | May 12, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 27,561 | 1,172 | 0.7% | 0.63% | 246 | +2,110 | 8.29% | Q1 2026 | Apr 30, 2026 |
| Creekside Partners | History | Added to | 27,217 | 1,158 | 0.48% | 0.37% | 247 | +4,740 | 21.09% | Q1 2026 | Apr 21, 2026 |
| Curbstone Financial Management Corp | History | Added to | 27,010 | 1,149 | 0.22% | 0.17% | 248 | +4,500 | 19.99% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 26,833 | 1,142 | 0.01% | 0.01% | 249 | +1,275 | 4.99% | Q1 2026 | May 06, 2026 |
| Sowell Financial Services LLC | History | Added to | 26,037 | 1,108 | 0.04% | 0.04% | 250 | +114 | 0.44% | Q1 2026 | Apr 20, 2026 |
| Columbia River Financial Group, LLC | History | Reduced | 25,704 | 1,093 | 0.63% | 0.65% | 251 | -1,248 | -4.63% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 27,293 | 1,076 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 25,242 | 1,074 | 0.92% | 0.81% | 253 | +945 | 3.89% | Q1 2026 | May 11, 2026 |
| Oxinas Partners, LLC | History | Added to | 24,795 | 1,055 | 0.48% | 0.46% | 254 | +556 | 2.29% | Q1 2026 | Apr 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 24,743 | 1,053 | 0.01% | 0.01% | 255 | -1,126 | -4.35% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 24,488 | 1,042 | 0.01% | 0.01% | 256 | -2,032 | -7.66% | Q1 2026 | May 05, 2026 |
| PSI Advisors, LLC | History | Added to | 24,219 | 1,030 | 0.25% | 0.14% | 257 | +10,481 | 76.29% | Q1 2026 | May 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 24,169 | 1,028 | 0.11% | 0.09% | 258 | +2,602 | 12.06% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 24,138 | 1,027 | 0.0% | 0.0% | 259 | +11,360 | 88.9% | Q1 2026 | May 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 24,058 | 1,023 | 0.11% | 0.1% | 260 | -225 | -0.93% | Q1 2026 | Apr 28, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 23,924 | 1,018 | 0.01% | 0.01% | 261 | +7,746 | 47.88% | Q1 2026 | May 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | New | 23,760 | 1,011 | 0.03% | — | 262 | +23,760 | New | Q1 2026 | Apr 16, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 23,562 | 1,002 | 0.25% | 0.17% | 263 | +7,912 | 50.56% | Q1 2026 | Apr 29, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 23,204 | 987 | 0.24% | 0.24% | 264 | -130 | -0.56% | Q1 2026 | May 11, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 24,990 | 985 | 0.33% | 0.33% | 265 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 23,090 | 982 | 0.11% | 0.1% | 266 | +1,517 | 7.03% | Q1 2026 | May 11, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 22,433 | 954 | 0.04% | 0.04% | 267 | -2,156 | -8.77% | Q1 2026 | Apr 28, 2026 |
| Independent Wealth Network Inc. | History | Added to | 22,408 | 953 | 0.28% | 0.27% | 268 | +300 | 1.36% | Q1 2026 | Apr 20, 2026 |
| Index Technologies Group LLC | History | New | 22,348 | 951 | 1.04% | — | 269 | +22,348 | New | Q1 2026 | Apr 29, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 22,275 | 948 | 0.07% | 0.04% | 270 | +5,765 | 34.92% | Q1 2026 | Apr 20, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 22,091 | 940 | 0.37% | 0.35% | 271 | +37 | 0.17% | Q1 2026 | Apr 29, 2026 |
| Summit Financial, LLC | History | Reduced | 22,019 | 937 | 0.01% | 0.01% | 272 | -2,060 | -8.56% | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 21,904 | 932 | 0.09% | 0.08% | 273 | +44 | 0.2% | Q1 2026 | Apr 30, 2026 |
| Grange Capital, LLC | History | New | 21,398 | 910 | 0.91% | — | 274 | +21,398 | New | Q1 2026 | Apr 28, 2026 |
| KOM Wealth Management Group, LLC | History | Reduced | 20,986 | 893 | 0.61% | 0.69% | 275 | -3,736 | -15.11% | Q1 2026 | Apr 23, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 20,981 | 892 | 0.19% | 0.14% | 276 | +2,219 | 11.83% | Q1 2026 | Apr 13, 2026 |
| Independent Advisor Alliance | History | New | 20,631 | 878 | 0.01% | — | 277 | +20,631 | New | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 20,502 | 874 | 0.0% | 0.0% | 278 | +17,000 | 485.44% | Q1 2026 | May 05, 2026 |
| Asempa Wealth Advisors | History | Added to | 20,274 | 864 | 0.75% | 0.66% | 279 | +719 | 3.68% | Q1 2026 | Apr 08, 2026 |
| Pacific Center for Financial Services | History | Reduced | 20,250 | 861 | 0.22% | 0.23% | 280 | -4,639 | -18.64% | Q1 2026 | May 12, 2026 |
| Atwater Malick LLC | History | New | 20,201 | 859 | 0.23% | — | 281 | +20,201 | New | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | Added to | 19,933 | 848 | 0.01% | 0.01% | 282 | +5 | 0.03% | Q1 2026 | May 01, 2026 |
| Hyposwiss Advisors SA | History | No change | 19,935 | 848 | 0.84% | 0.77% | 283 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 19,873 | 845 | 0.01% | 0.05% | 284 | -96,611 | -82.94% | Q1 2026 | Apr 28, 2026 |
| Planned Solutions, Inc. | History | Added to | 19,848 | 844 | 0.28% | 0.25% | 285 | +17 | 0.09% | Q1 2026 | Apr 09, 2026 |
| Centennial Bank/AR/ | History | Added to | 19,765 | 841 | 0.3% | 0.08% | 286 | +14,878 | 304.44% | Q1 2026 | May 06, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 19,717 | 839 | 0.02% | 0.03% | 287 | -7,652 | -27.96% | Q1 2026 | Apr 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 19,716 | 839 | 0.06% | 0.05% | 288 | +352 | 1.82% | Q1 2026 | Apr 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 19,668 | 837 | 0.02% | 0.02% | 289 | -877 | -4.27% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 19,615 | 834 | 0.05% | 0.05% | 290 | -4 | -0.02% | Q1 2026 | May 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 19,305 | 821 | 0.05% | 0.02% | 291 | +11,800 | 157.23% | Q1 2026 | May 11, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 19,282 | 820 | 0.04% | 0.03% | 292 | +2,128 | 12.41% | Q1 2026 | May 12, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 18,938 | 805 | 0.18% | 0.16% | 293 | +821 | 4.53% | Q1 2026 | Apr 30, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 18,832 | 801 | 0.1% | 0.09% | 294 | +1,554 | 8.99% | Q1 2026 | May 06, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 18,815 | 800 | 0.16% | 0.18% | 295 | -3,045 | -13.93% | Q1 2026 | Apr 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 18,359 | 781 | 0.04% | — | 296 | +18,359 | New | Q1 2026 | May 14, 2026 |
| Tactive Advisors, LLC | History | Added to | 17,936 | 763 | 0.22% | 0.2% | 297 | +796 | 4.64% | Q1 2026 | Apr 16, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 17,913 | 762 | 0.05% | 0.05% | 298 | +8 | 0.04% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 17,810 | 757 | 0.0% | — | 299 | +17,810 | New | Q1 2026 | May 12, 2026 |
| First Citizens Financial Corp | History | No change | 17,719 | 754 | 0.36% | 0.35% | 300 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |