iSHARES TRUST - IEF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 147,045,481 | 14,034,020 | 4.76% | 4.43% | 1 | +12,212,510 | 9.06% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 35,047,712 | 3,344,953 | 0.18% | 0.17% | 2 | +263,637 | 0.76% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 34,721,614 | 3,307,928 | 0.21% | 0.21% | 3 | +531,746 | 1.56% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 22,900,079 | 2,185,583 | 0.16% | 0.09% | 4 | +9,414,689 | 69.81% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 18,510,559 | 1,764,250 | 0.41% | 0.33% | 5 | +3,426,784 | 22.72% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,752,602 | 1,407,988 | 0.38% | 0.36% | 6 | +2,038,705 | 16.04% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 12,781,391 | 1,219,856 | 0.07% | 0.1% | 7 | -4,258,280 | -24.99% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 11,208,250 | 1,069,715 | 0.14% | 0.06% | 8 | +6,806,691 | 154.64% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 8,671,129 | 827,572 | 0.12% | 0.24% | 9 | -6,768,435 | -43.84% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 8,538,514 | 814,915 | 0.09% | 0.16% | 10 | -4,615,982 | -35.09% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,428,734 | 804,438 | 0.46% | 0.45% | 11 | -58,376 | -0.69% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,801,357 | 649,121 | 0.2% | 0.19% | 12 | +596,643 | 9.62% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 6,475,952 | 618,064 | 7.07% | 6.65% | 13 | +354,797 | 5.8% | Q1 2026 | Apr 20, 2026 |
| LPL Financial LLC | History | Added to | 5,958,061 | 568,637 | 0.15% | 0.14% | 14 | +787,841 | 15.24% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,365,982 | 512,128 | 0.89% | 1.06% | 15 | -415,018 | -7.18% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 4,879,896 | 465,737 | 0.11% | 0.04% | 16 | +3,139,012 | 180.31% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,850,856 | 462,965 | 0.29% | 0.28% | 17 | +242,080 | 5.25% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 4,843,425 | 462,256 | 0.07% | 0.06% | 18 | +1,027,325 | 26.92% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 4,450,185 | 424,725 | 0.16% | 0.23% | 19 | -2,545,592 | -36.39% | Q1 2026 | May 13, 2026 |
| Richard Bernstein Advisors LLC | History | New | 3,673,879 | 350,636 | 10.17% | — | 20 | +3,673,879 | New | Q1 2026 | Apr 22, 2026 |
| BlackRock, Inc. | History | Added to | 3,641,326 | 347,528 | 0.01% | 0.0% | 21 | +1,339,955 | 58.22% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,388,286 | 323,377 | 0.06% | 0.02% | 22 | +2,421,315 | 250.4% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 3,163,775 | 301,950 | 0.91% | 0.9% | 23 | -217,683 | -6.44% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,045,245 | 290,638 | 0.05% | 0.06% | 24 | -300,750 | -8.99% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,773,352 | 264,688 | 0.03% | 0.02% | 25 | +781,848 | 39.26% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,724,472 | 260,023 | 0.41% | 0.4% | 26 | +29,587 | 1.1% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,565,318 | 246,680 | 0.08% | 0.06% | 27 | +598,446 | 30.43% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 2,169,821 | 207,087 | 4.44% | 4.35% | 28 | +60,484 | 2.87% | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,913,814 | 182,654 | 0.25% | 0.22% | 29 | +183,558 | 10.61% | Q1 2026 | Apr 27, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 1,897,311 | 181,079 | 2.99% | 2.87% | 30 | +180,454 | 10.51% | Q1 2026 | May 14, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 1,889,214 | 180,306 | 10.82% | 10.96% | 31 | -171,565 | -8.33% | Q1 2026 | May 15, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 1,810,803 | 172,823 | 17.28% | 18.56% | 32 | -133,511 | -6.87% | Q1 2026 | Apr 15, 2026 |
| PEAVINE CAPITAL, LLC | History | Reduced | 1,771,690 | 169,090 | 37.9% | 36.7% | 33 | -34,321 | -1.9% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,538,763 | 146,859 | 0.13% | 0.12% | 34 | +116,614 | 8.2% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,417,768 | 135,077 | 0.14% | 0.12% | 35 | +275,814 | 24.15% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,336,059 | 127,513 | 0.26% | 0.2% | 36 | +328,290 | 32.58% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 1,307,168 | 124,756 | 0.14% | 0.15% | 37 | -46,519 | -3.44% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,288,790 | 123,002 | 0.3% | 0.25% | 38 | +174,811 | 15.69% | Q1 2026 | Apr 22, 2026 |
| Members Trust Co | History | Added to | 1,268,847 | 121,098 | 4.02% | 3.87% | 39 | +35,547 | 2.88% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,218,901 | 116,112 | 0.24% | 0.22% | 40 | -465,558 | -27.64% | Q1 2026 | Apr 08, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | Added to | 1,182,507 | 112,858 | 9.03% | 2.37% | 41 | +923,748 | 356.99% | Q1 2026 | May 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,110,125 | 105,950 | 1.64% | 0.02% | 42 | +1,099,911 | 10768.66% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,072,046 | 102,316 | 1.99% | 1.45% | 43 | +304,581 | 39.69% | Q1 2026 | Apr 14, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 1,070,158 | 102,135 | 6.87% | 6.63% | 44 | +71,608 | 7.17% | Q1 2026 | May 12, 2026 |
| AlphaQuest LLC | History | No change | 1,009,045 | 97,029 | 5.43% | 5.43% | 45 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,002,923 | 95,719 | 0.25% | 0.19% | 46 | +247,336 | 32.73% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 990,423 | 94,525 | 1.16% | 2.46% | 47 | -993,535 | -50.08% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 983,964 | 93,909 | 0.13% | 0.14% | 48 | +12,657 | 1.3% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Added to | 959,941 | 91,616 | 0.9% | 0.68% | 49 | +190,400 | 24.74% | Q1 2026 | Apr 27, 2026 |
| Avalon Advisory Group | History | Added to | 925,015 | 88,283 | 35.62% | 34.84% | 50 | +36,996 | 4.17% | Q1 2026 | Apr 22, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 894,281 | 85,350 | 4.13% | 4.07% | 51 | +79,030 | 9.69% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 855,197 | 81,620 | 1.65% | 1.42% | 52 | +22,348 | 2.68% | Q1 2026 | May 14, 2026 |
| Dauntless Investment Group, LLC | History | New | 824,700 | 78,709 | 52.11% | — | 53 | +824,700 | New | Q1 2026 | May 14, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 798,912 | 76,248 | 4.12% | 3.86% | 54 | +69,634 | 9.55% | Q1 2026 | May 06, 2026 |
| WestEnd Advisors, LLC | History | Added to | 779,648 | 74,410 | 1.8% | 1.7% | 55 | +22,570 | 2.98% | Q1 2026 | Apr 22, 2026 |
| MATAURO, LLC | History | Added to | 764,661 | 72,979 | 10.55% | 10.02% | 56 | +72,842 | 10.53% | Q1 2026 | Apr 22, 2026 |
| AIA Group Ltd | History | Added to | 763,695 | 72,887 | 1.06% | 0.91% | 57 | +133,350 | 21.16% | Q1 2026 | May 06, 2026 |
| Raub Brock Capital Management LP | History | Reduced | 762,422 | 72,765 | 18.42% | 16.83% | 58 | -23,379 | -2.98% | Q1 2026 | Apr 15, 2026 |
| Jain Global LLC | History | New | 756,106 | 72,162 | 0.3% | — | 59 | +756,106 | New | Q1 2026 | May 15, 2026 |
| Juniper Hill Capital Management LP | History | No change | 744,199 | 71,562 | 17.09% | 17.09% | 60 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 723,021 | 69,005 | 0.54% | 0.63% | 61 | -189,830 | -20.8% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 704,626 | 67,249 | 0.12% | 0.17% | 62 | -274,568 | -28.04% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 652,522 | 62,276 | 0.17% | 0.13% | 63 | +100,346 | 18.17% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 627,232 | 59,863 | 0.34% | 0.32% | 64 | +40,312 | 6.87% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | New | 609,268 | 58,148 | 3.48% | — | 65 | +609,268 | New | Q1 2026 | Apr 28, 2026 |
| Arkos Global Advisors | History | Added to | 601,226 | 57,381 | 7.2% | 7.35% | 66 | +2,951 | 0.49% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 601,105 | 57,369 | 0.07% | 0.04% | 67 | +207,505 | 52.72% | Q1 2026 | May 15, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | Added to | 550,348 | 52,525 | 11.44% | 9.23% | 68 | +132,107 | 31.59% | Q1 2026 | May 11, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 544,561 | 51,972 | 1.96% | 1.79% | 69 | +44,369 | 8.87% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 534,295 | 50,993 | 0.05% | 0.03% | 70 | +233,238 | 77.47% | Q1 2026 | May 05, 2026 |
| Bogart Wealth, LLC | History | Added to | 528,262 | 50,417 | 1.94% | 1.96% | 71 | +19,992 | 3.93% | Q1 2026 | Apr 28, 2026 |
| NorthRock Partners, LLC | History | Added to | 524,082 | 50,018 | 0.81% | 0.66% | 72 | +115,889 | 28.39% | Q1 2026 | May 15, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 509,552 | 48,631 | 8.26% | 6.21% | 73 | +28,073 | 5.83% | Q1 2026 | Apr 22, 2026 |
| Verition Fund Management LLC | History | New | 500,000 | 47,720 | 0.31% | — | 74 | +500,000 | New | Q1 2026 | May 15, 2026 |
| Twele Capital Management, Inc. | History | Added to | 497,065 | 47,439 | 8.46% | 8.46% | 75 | +4,927 | 1.0% | Q1 2026 | Apr 07, 2026 |
| GenWealth Group, Inc. | History | Added to | 489,306 | 46,699 | 7.99% | 7.51% | 76 | +32,110 | 7.02% | Q1 2026 | May 11, 2026 |
| LifeGuide Financial Advisors, LLC | History | Added to | 468,039 | 44,669 | 14.28% | 13.99% | 77 | +29,047 | 6.62% | Q1 2026 | Apr 08, 2026 |
| Leo Wealth, LLC | History | Added to | 464,602 | 44,340 | 3.22% | 2.92% | 78 | +46,650 | 11.16% | Q1 2026 | May 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 451,933 | 43,132 | 0.01% | 0.13% | 79 | -17,009 | -3.63% | Q1 2026 | May 04, 2026 |
| Community Financial Services Group, LLC | History | Added to | 442,134 | 42,020 | 7.4% | 7.39% | 80 | +23,436 | 5.6% | Q1 2026 | Apr 08, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 440,202 | 42,012 | 12.05% | 12.18% | 81 | +9,333 | 2.17% | Q1 2026 | Apr 23, 2026 |
| Sompo Asset Management Co., Ltd. | History | Added to | 428,240 | 40,871 | 7.5% | 6.95% | 82 | +6,677 | 1.58% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 426,317 | 40,687 | 0.2% | 0.2% | 83 | +49,049 | 13.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 422,495 | 40,331 | 0.06% | 0.11% | 84 | -395,136 | -48.33% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 420,500 | 40,132 | 0.3% | — | 85 | +420,500 | New | Q1 2026 | May 14, 2026 |
| Beacon Wealthcare LLC | History | Added to | 412,988 | 39,415 | 13.9% | 13.39% | 86 | +7,510 | 1.85% | Q1 2026 | Apr 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 408,485 | 38,985 | 0.05% | 0.04% | 87 | +71,018 | 21.04% | Q1 2026 | Apr 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 399,797 | 38,156 | 0.02% | 0.04% | 88 | -282,489 | -41.4% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 394,006 | 37,603 | 0.14% | 0.14% | 89 | +29,876 | 8.2% | Q1 2026 | Apr 30, 2026 |
| Focus Financial Network, Inc. | History | Added to | 383,634 | 36,614 | 1.31% | 1.24% | 90 | +13,193 | 3.56% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | Added to | 354,092 | 33,794 | 0.7% | 0.58% | 91 | +87,165 | 32.65% | Q1 2026 | Apr 13, 2026 |
| First Financial Bank - Trust Division | History | Added to | 353,112 | 33,701 | 2.71% | 2.72% | 92 | +9,232 | 2.68% | Q1 2026 | Apr 01, 2026 |
| Bank of New York Mellon Corp | History | Added to | 346,576 | 33,077 | 0.01% | 0.0% | 93 | +72,491 | 26.45% | Q1 2026 | May 05, 2026 |
| Summit Global Investments | History | Added to | 346,492 | 33,069 | 1.95% | 0.34% | 94 | +286,405 | 476.65% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Reduced | 345,937 | 33,016 | 0.01% | 0.04% | 95 | -486,432 | -58.44% | Q1 2026 | May 11, 2026 |
| Blue Edge Capital, LLC | History | No change | 334,910 | 32,204 | 4.31% | 4.31% | 96 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Banco Santander, S.A. | History | Added to | 337,380 | 32,199 | 0.26% | 0.14% | 97 | +148,319 | 78.45% | Q1 2026 | May 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 331,576 | 31,645 | 0.22% | — | 98 | +331,576 | New | Q1 2026 | May 15, 2026 |
| Joule Financial, LLC | History | Added to | 328,296 | 31,332 | 9.13% | 8.19% | 99 | +44,085 | 15.51% | Q1 2026 | Apr 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 325,298 | 31,046 | 0.05% | 0.03% | 100 | +65,491 | 25.21% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 317,312 | 30,284 | 0.04% | 0.25% | 101 | -1,860,315 | -85.43% | Q1 2026 | May 13, 2026 |
| SACHEM HILL LLC | History | Added to | 314,918 | 30,055 | 5.82% | 5.62% | 102 | +14,092 | 4.68% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 312,569 | 29,831 | 0.05% | 0.06% | 103 | +115,583 | 58.68% | Q1 2026 | May 01, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 306,692 | 29,270 | 0.12% | 0.15% | 104 | -141,298 | -31.54% | Q1 2026 | May 15, 2026 |
| WEST PACES ADVISORS INC. | History | Added to | 305,140 | 29,122 | 5.64% | 5.44% | 105 | +12,678 | 4.33% | Q1 2026 | May 05, 2026 |
| Virtue Capital Management, LLC | History | Added to | 299,377 | 28,521 | 4.34% | 4.26% | 106 | +11,382 | 3.95% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 294,845 | 28,022 | 0.26% | 0.32% | 107 | -19,807 | -6.29% | Q1 2026 | Apr 07, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 293,058 | 27,969 | 9.74% | 9.89% | 108 | +1,010 | 0.35% | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 292,002 | 27,868 | 0.38% | 0.51% | 109 | -76,022 | -20.66% | Q1 2026 | May 12, 2026 |
| BARINGS LLC | History | Reduced | 288,213 | 27,507 | 0.44% | 1.17% | 110 | -371,648 | -56.32% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 278,390 | 26,569 | 0.15% | 0.08% | 111 | +44,884 | 19.22% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Added to | 274,672 | 26,214 | 0.03% | 0.03% | 112 | +10,834 | 4.11% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 270,840 | 25,848 | 0.02% | 0.01% | 113 | +174,666 | 181.61% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 265,896 | 25,377 | 0.25% | 0.27% | 114 | -8,541 | -3.11% | Q1 2026 | Apr 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 264,156 | 25,211 | 0.02% | 0.02% | 115 | +16,165 | 6.52% | Q1 2026 | May 13, 2026 |
| SIG BROKERAGE, LP | History | New | 263,220 | 25,121 | 0.66% | — | 116 | +263,220 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 261,978 | 25,003 | 0.03% | — | 117 | +261,978 | New | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | New | 261,439 | 24,951 | 0.17% | — | 118 | +261,439 | New | Q1 2026 | May 07, 2026 |
| Keel Point, LLC | History | No change | 257,369 | 24,748 | 1.49% | 1.49% | 119 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| United Capital Management of KS, Inc. | History | Added to | 259,245 | 24,742 | 3.75% | 3.35% | 120 | +10,855 | 4.37% | Q1 2026 | May 11, 2026 |
| TPG Financial Advisors, LLC | History | Reduced | 256,904 | 24,518 | 7.98% | 8.37% | 121 | -3,962 | -1.52% | Q1 2026 | May 08, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 255,658 | 24,399 | 2.35% | 0.15% | 122 | +239,370 | 1469.61% | Q1 2026 | May 06, 2026 |
| DSG Capital Advisors, LLC | History | Reduced | 254,807 | 24,318 | 3.89% | 3.81% | 123 | -4,871 | -1.88% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 253,712 | 24,214 | 0.26% | 0.24% | 124 | +30,453 | 13.64% | Q1 2026 | Apr 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 252,066 | 24,057 | 0.37% | 0.54% | 125 | -126,578 | -33.43% | Q1 2026 | May 01, 2026 |
| Tulsa Wealth Advisors, INC | History | New | 249,260 | 23,789 | 4.17% | — | 126 | +249,260 | New | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 244,718 | 23,355 | 0.04% | 0.01% | 127 | +161,962 | 195.71% | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 239,754 | 22,882 | 1.33% | 1.53% | 128 | -18,466 | -7.15% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Reduced | 236,869 | 22,606 | 0.02% | 0.02% | 129 | -5,830 | -2.4% | Q1 2026 | May 12, 2026 |
| SimpliFi, Inc. | History | Added to | 232,095 | 22,151 | 9.3% | 9.43% | 130 | +222 | 0.1% | Q1 2026 | Apr 22, 2026 |
| Estate Counselors, LLC | History | Added to | 227,204 | 21,684 | 1.93% | 0.94% | 131 | +111,014 | 95.55% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 226,426 | 21,610 | 0.5% | 0.47% | 132 | +3,448 | 1.55% | Q1 2026 | May 13, 2026 |
| Invariant Investment Management | History | Added to | 222,892 | 21,270 | 13.09% | 13.13% | 133 | +9,908 | 4.65% | Q1 2026 | Apr 13, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 208,041 | 19,855 | 3.36% | 3.28% | 134 | +1,178 | 0.57% | Q1 2026 | Apr 28, 2026 |
| Act Two Investors LLC | History | Reduced | 207,870 | 19,839 | 4.38% | 4.15% | 135 | -31,881 | -13.3% | Q1 2026 | May 08, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | Added to | 207,357 | 19,790 | 15.62% | 14.63% | 136 | +12,932 | 6.65% | Q1 2026 | May 06, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 205,432 | 19,606 | 4.33% | 3.26% | 137 | +45,938 | 28.8% | Q1 2026 | Apr 27, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 205,401 | 19,603 | 5.88% | 5.28% | 138 | +5,766 | 2.89% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 202,713 | 19,346 | 0.1% | 0.07% | 139 | +95,714 | 89.45% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 201,989 | 19,277 | 0.31% | 0.28% | 140 | +26,041 | 14.8% | Q1 2026 | May 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 198,823 | 18,975 | 0.54% | 0.65% | 141 | -32,973 | -14.23% | Q1 2026 | May 12, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 198,604 | 18,954 | 4.23% | 4.24% | 142 | +2,525 | 1.29% | Q1 2026 | Apr 23, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 196,862 | 18,788 | 1.42% | 1.36% | 143 | +21,724 | 12.4% | Q1 2026 | Apr 30, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 196,525 | 18,756 | 1.07% | 3.38% | 144 | -455,682 | -69.87% | Q1 2026 | May 07, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 195,223 | 18,632 | 1.2% | 1.18% | 145 | +1,143 | 0.59% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 194,114 | 18,526 | 0.18% | 0.19% | 146 | -4,876 | -2.45% | Q1 2026 | May 08, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 193,841 | 18,500 | 6.19% | 7.51% | 147 | -75,984 | -28.16% | Q1 2026 | Apr 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 193,523 | 18,469 | 0.28% | 0.27% | 148 | +3,628 | 1.91% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 193,448 | 18,462 | 0.13% | 0.17% | 149 | -39,994 | -17.13% | Q1 2026 | Apr 14, 2026 |
| Transmarket Holdings LP | History | Added to | 192,393 | 18,361 | 9.81% | 0.15% | 150 | +190,196 | 8657.08% | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 192,319 | 18,278 | 0.31% | 0.3% | 151 | +23,982 | 14.25% | Q1 2026 | May 14, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 191,257 | 18,253 | 7.08% | 7.11% | 152 | +2,620 | 1.39% | Q1 2026 | Apr 08, 2026 |
| Haverford Trust Co | History | Added to | 190,662 | 18,196 | 0.17% | 0.15% | 153 | +17,822 | 10.31% | Q1 2026 | May 11, 2026 |
| Portland Global Advisors LLC | History | Reduced | 188,771 | 18,016 | 1.92% | 1.96% | 154 | -979 | -0.52% | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 188,165 | 17,958 | 5.61% | 5.54% | 155 | +6,460 | 3.56% | Q1 2026 | Apr 10, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 186,886 | 17,836 | 2.43% | 2.15% | 156 | +27,900 | 17.55% | Q1 2026 | Apr 14, 2026 |
| Atria Investments, Inc | History | Added to | 186,306 | 17,781 | 0.2% | 0.11% | 157 | +89,932 | 93.32% | Q1 2026 | May 05, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 186,072 | 17,758 | 0.45% | 0.43% | 158 | +14,420 | 8.4% | Q1 2026 | Apr 07, 2026 |
| Silverleafe Capital Partners, LLC | History | Added to | 185,516 | 17,705 | 5.23% | 0.93% | 159 | +152,822 | 467.43% | Q1 2026 | Apr 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 183,911 | 17,552 | 0.09% | 0.07% | 160 | +47,189 | 34.51% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 182,802 | 17,446 | 0.01% | 0.0% | 161 | +75,254 | 69.97% | Q1 2026 | May 12, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 182,434 | 17,411 | 4.1% | 4.0% | 162 | +4,568 | 2.57% | Q1 2026 | Apr 23, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 178,040 | 16,992 | 4.7% | 3.92% | 163 | +13,222 | 8.02% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 177,179 | 16,910 | 0.13% | 0.1% | 164 | +56,657 | 47.01% | Q1 2026 | Apr 07, 2026 |
| Penserra Capital Management LLC | History | Added to | 176,858 | 16,879 | 0.2% | 0.14% | 165 | +53,773 | 43.69% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 176,531 | 16,848 | 0.19% | 0.23% | 166 | -18,654 | -9.56% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 173,860 | 16,593 | 0.04% | 0.04% | 167 | +2,587 | 1.51% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 172,372 | 16,571 | 0.11% | 0.09% | 168 | +33,238 | 23.89% | Q1 2026 | May 15, 2026 |
| WLTH Capital Management, LLC | History | Added to | 172,835 | 16,495 | 12.93% | 12.47% | 169 | +6,973 | 4.2% | Q1 2026 | Apr 10, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 172,554 | 16,468 | 2.29% | 3.73% | 170 | +29,566 | 20.68% | Q1 2026 | May 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 171,593 | 16,376 | 0.2% | 0.08% | 171 | +109,937 | 178.31% | Q1 2026 | May 11, 2026 |
| Madison Asset Management, LLC | History | Added to | 169,189 | 16,147 | 0.2% | 0.18% | 172 | +5,175 | 3.16% | Q1 2026 | May 07, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 168,547 | 16,086 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Added to | 167,998 | 16,034 | 0.03% | 0.03% | 174 | +16,186 | 10.66% | Q1 2026 | May 14, 2026 |
| Sound Financial Strategies Group, LLC | History | Added to | 166,309 | 15,872 | 10.83% | 9.73% | 175 | +22,988 | 16.04% | Q1 2026 | May 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 164,895 | 15,737 | 0.27% | 0.31% | 176 | -9,159 | -5.26% | Q1 2026 | Apr 20, 2026 |
| Allianz Asset Management GmbH | History | Added to | 162,940 | 15,550 | 0.02% | 0.01% | 177 | +92,740 | 132.11% | Q1 2026 | May 11, 2026 |
| SkyOak Wealth, LLC | History | Added to | 161,754 | 15,437 | 2.83% | 2.42% | 178 | +22,017 | 15.76% | Q1 2026 | Apr 30, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 160,187 | 15,288 | 1.79% | 2.5% | 179 | -62,136 | -27.95% | Q1 2026 | Apr 10, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 158,623 | 15,138 | 1.16% | — | 180 | +158,623 | New | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 156,807 | 14,965 | 0.08% | 0.04% | 181 | +74,906 | 91.46% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 154,918 | 14,785 | 0.02% | 0.02% | 182 | +4,486 | 2.98% | Q1 2026 | May 06, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 153,851 | 14,683 | 9.37% | 9.3% | 183 | -12,578 | -7.56% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 153,643 | 14,664 | 0.02% | 0.04% | 184 | -189,241 | -55.19% | Q1 2026 | Apr 16, 2026 |
| Strategic Equity Management | History | New | 153,619 | 14,661 | 5.51% | — | 185 | +153,619 | New | Q1 2026 | Apr 21, 2026 |
| Strategic Point Investment Advisors, LLC | History | Reduced | 153,587 | 14,658 | 2.13% | 2.08% | 186 | -2,973 | -1.9% | Q1 2026 | Apr 23, 2026 |
| Pacific Wealth Management | History | Added to | 152,209 | 14,526 | 7.81% | 6.47% | 187 | +7,336 | 5.06% | Q1 2026 | May 05, 2026 |
| Advisors Preferred, LLC | History | Added to | 151,885 | 14,495 | 2.13% | 1.74% | 188 | +40,731 | 36.64% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Added to | 151,802 | 14,487 | 0.11% | 0.1% | 189 | +18,798 | 14.13% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 150,126 | 14,201 | 0.01% | 0.01% | 190 | +21,398 | 16.62% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 146,030 | 13,937 | 0.22% | 0.23% | 191 | +2,311 | 1.61% | Q1 2026 | Apr 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 145,942 | 13,928 | 0.29% | 0.28% | 192 | +8,702 | 6.34% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 144,525 | 13,793 | 0.02% | 0.02% | 193 | +1,359 | 0.95% | Q1 2026 | May 14, 2026 |
| MY Wealth Management Inc. | History | Added to | 142,748 | 13,613 | 13.17% | 3.83% | 194 | +96,991 | 211.97% | Q1 2026 | May 01, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Added to | 140,101 | 13,371 | 11.33% | 9.14% | 195 | +17,189 | 13.98% | Q1 2026 | Apr 17, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 138,989 | 13,265 | 0.98% | 0.83% | 196 | +22,767 | 19.59% | Q1 2026 | Apr 16, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 138,936 | 13,260 | 0.53% | 0.46% | 197 | +12,641 | 10.01% | Q1 2026 | May 04, 2026 |
| MIDDLETON & CO INC/MA | History | Added to | 136,448 | 13,022 | 1.49% | 1.33% | 198 | +6,055 | 4.64% | Q1 2026 | May 08, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 136,422 | 13,020 | 4.25% | — | 199 | +136,422 | New | Q1 2026 | Apr 10, 2026 |
| Sollinda Capital Management LLC | History | Added to | 133,571 | 12,748 | 3.1% | 3.03% | 200 | +10,097 | 8.18% | Q1 2026 | Apr 30, 2026 |
| MERIDIAN MANAGEMENT CO | History | Added to | 131,364 | 12,537 | 3.12% | 2.93% | 201 | +8,427 | 6.85% | Q1 2026 | May 05, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 131,050 | 12,507 | 0.23% | 0.24% | 202 | -1,132 | -0.86% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 129,589 | 12,367 | 0.1% | 0.11% | 203 | +35,685 | 38.0% | Q1 2026 | May 15, 2026 |
| USA FINANCIAL FORMULAS | History | New | 129,169 | 12,327 | 2.32% | — | 204 | +129,169 | New | Q1 2026 | Apr 14, 2026 |
| William Howard & Co Financial Advisors Inc | History | Reduced | 128,668 | 12,280 | 10.61% | 10.51% | 205 | -997 | -0.77% | Q1 2026 | Apr 30, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 126,901 | 12,111 | 0.14% | 0.11% | 206 | +30,133 | 31.14% | Q1 2026 | Apr 28, 2026 |
| Corient Private Wealth LLC | History | Added to | 156,632 | 12,088 | 0.02% | 0.01% | 207 | +4,602 | 3.03% | Q1 2026 | May 15, 2026 |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | History | Reduced | 125,131 | 11,942 | 3.41% | 5.08% | 208 | -55,393 | -30.68% | Q1 2026 | Apr 28, 2026 |
| Sicart Associates LLC | History | Added to | 124,605 | 11,892 | 3.05% | 3.03% | 209 | +6,000 | 5.06% | Q1 2026 | Apr 21, 2026 |
| Peak Asset Management, LLC | History | New | 124,295 | 11,862 | 2.09% | — | 210 | +124,295 | New | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 123,468 | 11,783 | 0.15% | 0.15% | 211 | +592 | 0.48% | Q1 2026 | Apr 21, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 123,343 | 11,771 | 4.33% | 4.19% | 212 | +534 | 0.43% | Q1 2026 | Apr 16, 2026 |
| Spire Wealth Management | History | Added to | 121,129 | 11,560 | 0.39% | 0.35% | 213 | +13,295 | 12.33% | Q1 2026 | Apr 22, 2026 |
| Cadence Wealth Management LLC | History | Added to | 119,624 | 11,416 | 4.76% | 3.86% | 214 | +36,570 | 44.03% | Q1 2026 | May 12, 2026 |
| Net Worth Advisory Group | History | Added to | 119,501 | 11,405 | 2.36% | 2.27% | 215 | +2,781 | 2.38% | Q1 2026 | May 05, 2026 |
| AMG National Trust Bank | History | Added to | 119,363 | 11,392 | 0.25% | 0.15% | 216 | +53,095 | 80.12% | Q1 2026 | May 04, 2026 |
| Jessup Wealth Management, Inc | History | Added to | 117,202 | 11,185 | 4.08% | 3.64% | 217 | +2,693 | 2.35% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 117,048 | 11,171 | 0.95% | 0.95% | 218 | -1,174 | -0.99% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 116,666 | 11,120 | 0.34% | 0.31% | 219 | +7,633 | 7.0% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 116,090 | 11,079 | 0.13% | 0.07% | 220 | +54,153 | 87.43% | Q1 2026 | Apr 16, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 114,677 | 10,944 | 5.95% | 5.57% | 221 | +9,284 | 8.81% | Q1 2026 | May 15, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 114,556 | 10,933 | 1.42% | 1.17% | 222 | +19,950 | 21.09% | Q1 2026 | Apr 23, 2026 |
| Hudock, Inc. | History | Added to | 114,311 | 10,909 | 1.6% | 1.6% | 223 | +1,403 | 1.24% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 114,008 | 10,880 | 0.05% | 0.05% | 224 | +12,444 | 12.25% | Q1 2026 | Apr 24, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Reduced | 113,621 | 10,843 | 2.8% | 2.79% | 225 | -1,925 | -1.67% | Q1 2026 | May 07, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 112,551 | 10,741 | 0.77% | 1.1% | 226 | -55,915 | -33.19% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 110,342 | 10,610 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Walleye Trading LLC | History | Added to | 110,900 | 10,584 | 0.02% | 0.01% | 228 | +34,600 | 45.35% | Q1 2026 | May 08, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 108,429 | 10,348 | 0.39% | 0.38% | 229 | -11,277 | -9.42% | Q1 2026 | Apr 21, 2026 |
| Rothschild Wealth LLC | History | Added to | 107,496 | 10,259 | 0.93% | 0.93% | 230 | +6,616 | 6.56% | Q1 2026 | May 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 107,332 | 10,252 | 0.23% | 0.24% | 231 | +5,213 | 5.1% | Q1 2026 | May 04, 2026 |
| Northstar Advisory Group, LLC | History | Reduced | 107,211 | 10,232 | 3.81% | 8.41% | 232 | -138,995 | -56.45% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 107,200 | 10,231 | 0.11% | 0.04% | 233 | +77,034 | 255.37% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 105,986 | 10,115 | 0.12% | 0.05% | 234 | +62,445 | 143.42% | Q1 2026 | May 06, 2026 |
| U S WEALTH GROUP, LLC. | History | No change | 104,786 | 10,076 | 6.64% | 6.64% | 235 | 0 | 0.0% | Q4 2025 | Mar 17, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 105,503 | 10,069 | 1.46% | — | 236 | +105,503 | New | Q1 2026 | May 15, 2026 |
| Dorsey Wright & Associates | History | Added to | 103,243 | 9,853 | 1.22% | 0.7% | 237 | +69,606 | 206.93% | Q1 2026 | May 06, 2026 |
| High Note Wealth, LLC | History | Reduced | 103,026 | 9,832 | 1.93% | 1.96% | 238 | -997 | -0.96% | Q1 2026 | May 11, 2026 |
| Strategic Financial Group, LLC | History | New | 101,245 | 9,662 | 9.95% | — | 239 | +101,245 | New | Q1 2026 | Apr 29, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 100,048 | 9,548 | 0.04% | 0.03% | 240 | +12,994 | 14.93% | Q1 2026 | May 13, 2026 |
| LMR Partners LLP | History | New | 100,000 | 9,544 | 0.02% | — | 241 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 99,849 | 9,529 | 2.47% | 2.45% | 242 | -3,604 | -3.48% | Q1 2026 | Apr 22, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 99,614 | 9,507 | 3.53% | 2.89% | 243 | +16,458 | 19.79% | Q1 2026 | Apr 06, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 99,470 | 9,493 | 0.07% | 0.07% | 244 | +4,889 | 5.17% | Q1 2026 | May 12, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 99,060 | 9,454 | 2.64% | 2.59% | 245 | +3,332 | 3.48% | Q1 2026 | Apr 08, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 98,909 | 9,439 | 3.61% | 3.37% | 246 | +10,115 | 11.39% | Q1 2026 | Apr 23, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 98,459 | 9,396 | 1.49% | 1.66% | 247 | +5,285 | 5.67% | Q1 2026 | Apr 17, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 96,961 | 9,253 | 2.82% | 2.69% | 248 | +2,181 | 2.3% | Q1 2026 | May 13, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 95,113 | 9,077 | 1.52% | 2.03% | 249 | -30,027 | -23.99% | Q1 2026 | Apr 21, 2026 |
| Summit Asset Management, LLC | History | Reduced | 94,687 | 9,036 | 1.26% | 1.32% | 250 | -2,547 | -2.62% | Q1 2026 | May 08, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Added to | 93,739 | 8,946 | 0.62% | 0.41% | 251 | +31,079 | 49.6% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 93,249 | 8,899 | 0.21% | 0.06% | 252 | +80,178 | 613.4% | Q1 2026 | Apr 27, 2026 |
| Janney Capital Management LLC | History | No change | 92,531 | 8,898 | 0.56% | 0.56% | 253 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MTC Wealth Management LLC | History | Added to | 92,695 | 8,846 | 4.2% | 3.86% | 254 | +7,095 | 8.29% | Q1 2026 | May 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 92,159 | 8,795 | 0.0% | 0.01% | 255 | -260,258 | -73.85% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 92,514 | 8,786 | 0.06% | 0.1% | 256 | -53,718 | -36.73% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 91,466 | 8,729 | 0.03% | — | 257 | +91,466 | New | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 91,225 | 8,706 | 0.11% | 0.15% | 258 | -13,348 | -12.76% | Q1 2026 | May 15, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 90,719 | 8,658 | 0.84% | 0.71% | 259 | -693 | -0.76% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 89,807 | 8,571 | 0.12% | 0.12% | 260 | -2,644 | -2.86% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Reduced | 89,661 | 8,557 | 0.11% | 0.13% | 261 | -2,312 | -2.51% | Q1 2026 | May 15, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 88,480 | 8,444 | 5.37% | 5.21% | 262 | +545 | 0.62% | Q1 2026 | Apr 24, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 84,744 | 8,087 | 0.57% | 0.95% | 263 | -51,846 | -37.96% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 84,584 | 8,070 | 0.05% | 0.05% | 264 | -7,455 | -8.1% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 83,899 | 8,007 | 0.06% | 0.06% | 265 | +487 | 0.58% | Q1 2026 | May 14, 2026 |
| One Day In July LLC | History | Added to | 83,083 | 7,929 | 0.63% | 0.65% | 266 | +317 | 0.38% | Q1 2026 | May 05, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 81,092 | 7,739 | 0.07% | 0.06% | 267 | +12,287 | 17.86% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 79,474 | 7,585 | 0.37% | 0.76% | 268 | -82,664 | -50.98% | Q1 2026 | May 05, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 79,256 | 7,564 | 1.06% | 1.1% | 269 | -2,752 | -3.36% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 78,939 | 7,533 | 0.87% | 0.28% | 270 | +57,571 | 269.43% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 78,933 | 7,533 | 0.51% | 0.5% | 271 | +2,690 | 3.53% | Q1 2026 | Apr 21, 2026 |
| White Pine Investment CO | History | Added to | 78,323 | 7,475 | 1.74% | 1.6% | 272 | +7,570 | 10.7% | Q1 2026 | Apr 20, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 78,022 | 7,446 | 0.11% | 0.14% | 273 | -21,520 | -21.62% | Q1 2026 | Apr 09, 2026 |
| SummitTX Capital, L.P. | History | Added to | 77,953 | 7,439 | 0.23% | 0.23% | 274 | +233 | 0.3% | Q1 2026 | May 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 77,840 | 7,429 | 0.98% | 0.9% | 275 | +5,289 | 7.29% | Q1 2026 | Apr 27, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 76,832 | 7,332 | 1.53% | 1.45% | 276 | +8,246 | 12.02% | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 76,558 | 7,306 | 0.88% | 0.93% | 277 | +348 | 0.46% | Q1 2026 | Apr 08, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 75,828 | 7,237 | 3.45% | 3.43% | 278 | +2,483 | 3.39% | Q1 2026 | May 05, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 75,440 | 7,199 | 0.77% | 0.8% | 279 | -1,697 | -2.2% | Q1 2026 | May 06, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 77,204 | 7,102 | 1.53% | 1.5% | 280 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 74,365 | 7,097 | 0.31% | 0.31% | 281 | +3,191 | 4.48% | Q1 2026 | Apr 09, 2026 |
| Systelligence, LLC | History | Added to | 74,209 | 7,082 | 1.38% | 1.19% | 282 | +9,113 | 14.0% | Q1 2026 | Apr 21, 2026 |
| WHI TRUST Co LLC | History | Added to | 73,918 | 7,054 | 5.31% | 5.43% | 283 | +612 | 0.83% | Q1 2026 | Apr 24, 2026 |
| MONEYWISE, INC. | History | New | 73,371 | 7,002 | 3.06% | — | 284 | +73,371 | New | Q1 2026 | Apr 27, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 73,209 | 6,987 | 5.96% | 6.31% | 285 | +5,000 | 7.33% | Q1 2026 | May 14, 2026 |
| Benchmark Financial, LLC | History | Added to | 72,774 | 6,945 | 6.23% | 5.85% | 286 | +11,758 | 19.27% | Q1 2026 | Apr 21, 2026 |
| Ascent Advisors, LLC | History | New | 72,634 | 6,932 | 12.73% | — | 287 | +72,634 | New | Q1 2026 | Apr 29, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 72,511 | 6,920 | 0.97% | 0.46% | 288 | +37,372 | 106.35% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 72,203 | 6,891 | 0.08% | 0.11% | 289 | -6,568 | -8.34% | Q1 2026 | Apr 23, 2026 |
| Tidal Investments LLC | History | Added to | 70,995 | 6,772 | 0.01% | 0.01% | 290 | +46,642 | 191.52% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Reduced | 71,501 | 6,744 | 0.65% | 0.81% | 291 | -4,085 | -5.4% | Q1 2026 | May 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 70,511 | 6,729 | 0.74% | 0.71% | 292 | +2,950 | 4.37% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 69,984 | 6,679 | 0.27% | 0.27% | 293 | +3,026 | 4.52% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 69,657 | 6,648 | 0.04% | 0.05% | 294 | -23,218 | -25.0% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 68,836 | 6,569 | 0.04% | 0.0% | 295 | +64,022 | 1329.91% | Q1 2026 | May 05, 2026 |
| GAM Holding AG | History | No change | 68,000 | 6,536 | 0.42% | 0.42% | 296 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Innova Wealth Partners | History | Added to | 68,159 | 6,505 | 3.08% | 0.24% | 297 | +63,229 | 1282.54% | Q1 2026 | Apr 24, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 68,137 | 6,502 | 2.93% | 2.91% | 298 | -475 | -0.69% | Q1 2026 | May 05, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 67,712 | 6,462 | 1.0% | 0.05% | 299 | +64,181 | 1817.64% | Q1 2026 | Apr 23, 2026 |
| IPG Investment Advisors LLC | History | Added to | 67,424 | 6,434 | 1.1% | 1.11% | 300 | +1,730 | 2.63% | Q1 2026 | May 12, 2026 |