iSHARES TRUST - IEI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 18,817,986 | 2,228,614 | 0.14% | 0.13% | 1 | +1,123,569 | 6.35% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,242,672 | 1,096,180 | 0.08% | 0.06% | 2 | +2,627,948 | 39.73% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,258,233 | 742,221 | 1.3% | 1.34% | 3 | +333,630 | 5.63% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | No change | 4,292,100 | 509,043 | 0.08% | 0.08% | 4 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 4,231,532 | 501,859 | 1.02% | 0.97% | 5 | -56,381 | -1.31% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,835,777 | 454,923 | 0.12% | 0.14% | 6 | -38,465 | -0.99% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 3,352,425 | 397,597 | 0.81% | 0.74% | 7 | +300,397 | 9.84% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 3,146,974 | 373,231 | 0.02% | 0.01% | 8 | +2,271,791 | 259.58% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,985,127 | 354,036 | 0.05% | 0.04% | 9 | +713,363 | 31.4% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 2,855,064 | 338,610 | 0.02% | 0.02% | 10 | +70,808 | 2.54% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,845,738 | 337,218 | 0.08% | 0.07% | 11 | +119,603 | 4.39% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 2,735,908 | 324,478 | 0.09% | 0.08% | 12 | +281,609 | 11.47% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,403,767 | 285,086 | 0.26% | 0.23% | 13 | +227,770 | 10.47% | Q1 2026 | May 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 2,318,980 | 275,031 | 0.83% | 0.88% | 14 | -360,753 | -13.46% | Q1 2026 | May 05, 2026 |
| WIT, LLC | History | Added to | 2,263,922 | 268,501 | 5.07% | 5.0% | 15 | +174,852 | 8.37% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,152,305 | 255,263 | 0.05% | 0.05% | 16 | +56,799 | 2.71% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 2,037,091 | 241,598 | 0.28% | 0.07% | 17 | +1,542,184 | 311.61% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,995,728 | 236,693 | 0.32% | 0.31% | 18 | +27,105 | 1.38% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 1,968,957 | 233,518 | 0.33% | 0.34% | 19 | +14,299 | 0.73% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,844,787 | 218,792 | 0.54% | 0.52% | 20 | -41,130 | -2.18% | Q1 2026 | Apr 22, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 1,596,822 | 189,383 | 15.69% | 16.2% | 21 | +116,456 | 7.87% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,594,914 | 189,156 | 0.06% | 0.06% | 22 | +71,064 | 4.66% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 1,344,980 | 159,514 | 0.0% | 0.0% | 23 | -273,072 | -16.88% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,273,655 | 151,055 | 0.83% | 0.77% | 24 | +193,454 | 17.91% | Q1 2026 | May 15, 2026 |
| WestEnd Advisors, LLC | History | Added to | 1,205,864 | 143,016 | 3.45% | 3.26% | 25 | +32,822 | 2.8% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Reduced | 1,176,837 | 139,572 | 0.09% | 0.11% | 26 | -69,734 | -5.59% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,113,025 | 132,004 | 0.02% | 0.02% | 27 | +5,121 | 0.46% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 1,085,040 | 128,685 | 1.12% | 1.37% | 28 | -85,457 | -7.3% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 1,084,487 | 128,620 | 8.63% | 7.97% | 29 | +96,090 | 9.72% | Q1 2026 | Apr 10, 2026 |
| Facet Wealth, Inc. | History | Added to | 1,049,997 | 124,529 | 2.16% | 2.04% | 30 | +83,363 | 8.62% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 963,830 | 114,310 | 0.13% | 0.13% | 31 | +24,436 | 2.6% | Q1 2026 | May 14, 2026 |
| Clarity Financial LLC | History | Reduced | 920,520 | 109,173 | 11.88% | 14.99% | 32 | -437,743 | -32.23% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 899,314 | 106,422 | 0.11% | 0.1% | 33 | +96,515 | 12.02% | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 747,310 | 88,630 | 1.92% | 2.0% | 34 | -1,591 | -0.21% | Q1 2026 | May 14, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 719,834 | 85,372 | 6.3% | 3.95% | 35 | +272,675 | 60.98% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 675,348 | 80,096 | 0.05% | 0.05% | 36 | -32,878 | -4.64% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 643,404 | 76,307 | 0.04% | 0.04% | 37 | -786 | -0.12% | Q1 2026 | May 08, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 639,390 | 75,831 | 11.02% | 10.15% | 38 | +24,547 | 3.99% | Q1 2026 | Apr 23, 2026 |
| SNS Financial Group, LLC | History | Added to | 615,718 | 73,024 | 6.29% | 6.14% | 39 | +17,994 | 3.01% | Q1 2026 | Apr 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 529,872 | 62,514 | 0.44% | 0.4% | 40 | +49,286 | 10.26% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 489,387 | 58,062 | 0.08% | 0.05% | 41 | +193,103 | 65.17% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 487,319 | 57,796 | 1.05% | 1.02% | 42 | +18,689 | 3.99% | Q1 2026 | May 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 478,423 | 56,740 | 0.04% | 0.03% | 43 | +14,406 | 3.1% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 475,868 | 56,437 | 0.81% | 1.11% | 44 | -86,668 | -15.41% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 455,053 | 53,969 | 0.4% | 0.45% | 45 | -11,111 | -2.38% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 451,719 | 53,573 | 0.01% | 0.0% | 46 | +241,255 | 114.63% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 447,982 | 53,130 | 0.01% | 0.01% | 47 | +34,954 | 8.46% | Q1 2026 | May 05, 2026 |
| Curi Capital, LLC | History | Added to | 412,543 | 48,927 | 0.87% | 0.83% | 48 | +12,843 | 3.21% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 410,840 | 48,725 | 1.01% | 1.05% | 49 | -3,008 | -0.73% | Q1 2026 | Apr 27, 2026 |
| University of Illinois Foundation | History | New | 410,500 | 48,685 | 9.99% | — | 50 | +410,500 | New | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 407,193 | 48,293 | 0.18% | 0.17% | 51 | +10,552 | 2.66% | Q1 2026 | Apr 24, 2026 |
| AlphaQuest LLC | History | No change | 403,902 | 48,205 | 2.7% | 2.7% | 52 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 404,436 | 47,966 | 0.01% | 0.01% | 53 | +44,642 | 12.41% | Q1 2026 | May 13, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 390,414 | 46,303 | 1.07% | 0.67% | 54 | +137,253 | 54.22% | Q1 2026 | May 13, 2026 |
| DDFG, Inc | History | Added to | 371,059 | 44,007 | 9.48% | 9.33% | 55 | +13,806 | 3.86% | Q1 2026 | Apr 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 370,001 | 43,882 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 357,210 | 42,365 | 0.41% | 0.34% | 57 | +70,593 | 24.63% | Q1 2026 | May 08, 2026 |
| Blueprint Investment Partners LLC | History | Reduced | 349,025 | 41,394 | 4.22% | 5.5% | 58 | -81,810 | -18.99% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 341,421 | 40,493 | 0.4% | 0.43% | 59 | +12,951 | 3.94% | Q1 2026 | May 12, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 337,503 | 40,027 | 2.33% | 2.24% | 60 | +33,070 | 10.86% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 324,192 | 38,449 | 0.01% | 0.0% | 61 | +287,392 | 780.96% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 319,437 | 37,885 | 0.19% | 0.19% | 62 | +34,564 | 12.13% | Q1 2026 | May 13, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 315,584 | 37,428 | 3.67% | 3.56% | 63 | -12,068 | -3.68% | Q1 2026 | May 19, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 299,887 | 35,566 | 0.01% | 0.01% | 64 | +15,876 | 5.59% | Q1 2026 | May 15, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 290,122 | 35,397 | 4.76% | 4.28% | 65 | +6,318 | 2.23% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 288,900 | 34,263 | 0.04% | 0.03% | 66 | +44,100 | 18.01% | Q1 2026 | May 11, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 279,159 | 33,108 | 3.81% | 3.58% | 67 | +7,995 | 2.95% | Q1 2026 | Apr 24, 2026 |
| Banco Santander, S.A. | History | Added to | 272,569 | 32,326 | 0.26% | 0.24% | 68 | +576 | 0.21% | Q1 2026 | May 08, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 272,300 | 32,294 | 5.69% | 5.52% | 69 | +19,655 | 7.78% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 261,176 | 30,975 | 0.04% | 0.04% | 70 | -16,625 | -5.98% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 258,197 | 30,622 | 0.08% | 0.07% | 71 | +45,123 | 21.18% | Q1 2026 | Apr 30, 2026 |
| Permanens Capital L.P. | History | Added to | 257,944 | 30,592 | 3.94% | 0.26% | 72 | +241,436 | 1462.54% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 241,901 | 28,689 | 1.99% | 1.89% | 73 | +11,224 | 4.87% | Q1 2026 | May 12, 2026 |
| MBL Wealth, LLC | History | Added to | 237,478 | 28,164 | 2.13% | 2.11% | 74 | +16,545 | 7.49% | Q1 2026 | Apr 28, 2026 |
| Weaver Capital Management LLC | History | New | 231,359 | 27,439 | 5.95% | — | 75 | +231,359 | New | Q1 2026 | Apr 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 227,262 | 26,953 | 0.41% | 0.26% | 76 | +80,172 | 54.51% | Q1 2026 | May 01, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 226,745 | 26,891 | 0.77% | 0.67% | 77 | +33,462 | 17.31% | Q1 2026 | May 12, 2026 |
| Hoese & Co LLP | History | Added to | 225,998 | 26,803 | 19.89% | 18.84% | 78 | +4,514 | 2.04% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 222,267 | 26,360 | 0.22% | 0.15% | 79 | +48,003 | 27.55% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 211,176 | 25,045 | 0.03% | 0.03% | 80 | +4,173 | 2.02% | Q1 2026 | May 14, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 210,715 | 24,990 | 10.19% | 12.29% | 81 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 196,711 | 23,329 | 3.46% | 3.36% | 82 | +12,401 | 6.73% | Q1 2026 | May 11, 2026 |
| DT Investment Partners, LLC | History | Added to | 196,652 | 23,322 | 1.94% | 1.88% | 83 | +6,497 | 3.42% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 192,693 | 22,853 | 0.12% | 0.13% | 84 | +6,145 | 3.29% | Q1 2026 | May 13, 2026 |
| CSM Advisors, LLC | History | No change | 189,900 | 22,522 | 0.55% | 0.62% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mirabaud & Cie SA | History | Added to | 188,618 | 22,370 | 9.1% | 7.1% | 86 | +4,173 | 2.26% | Q1 2026 | May 05, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 186,581 | 22,128 | 4.24% | 4.16% | 87 | +4,032 | 2.21% | Q1 2026 | May 01, 2026 |
| CVS HEALTH Corp | History | New | 182,800 | 21,680 | 10.21% | — | 88 | +182,800 | New | Q1 2026 | May 07, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 180,491 | 21,406 | 1.44% | 1.4% | 89 | +9,581 | 5.61% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 178,684 | 21,191 | 0.03% | 0.03% | 90 | +16,200 | 9.97% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 173,121 | 20,421 | 0.01% | 0.01% | 91 | +80,526 | 86.97% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | Reduced | 169,333 | 20,082 | 4.61% | 5.07% | 92 | -894 | -0.53% | Q1 2026 | May 05, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 163,298 | 19,367 | 5.81% | 5.23% | 93 | +3,786 | 2.37% | Q1 2026 | Apr 15, 2026 |
| Haverford Trust Co | History | Added to | 162,535 | 19,276 | 0.18% | 0.16% | 94 | +9,672 | 6.33% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 180,904 | 18,191 | 0.04% | 0.04% | 95 | -89,880 | -33.19% | Q1 2026 | Apr 08, 2026 |
| PFG Advisors | History | Added to | 148,034 | 17,556 | 0.85% | 0.29% | 96 | +97,517 | 193.04% | Q1 2026 | May 05, 2026 |
| 1832 Asset Management L.P. | History | Added to | 145,646 | 17,273 | 0.02% | 0.01% | 97 | +5,438 | 3.88% | Q1 2026 | May 14, 2026 |
| Canal Capital Management, LLC | History | Added to | 145,178 | 17,218 | 2.33% | 2.35% | 98 | +6,638 | 4.79% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 144,242 | 17,106 | 0.02% | 0.02% | 99 | -6,304 | -4.19% | Q1 2026 | May 05, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 143,566 | 17,026 | 1.78% | 1.66% | 100 | -3,758 | -2.55% | Q1 2026 | Apr 27, 2026 |
| Vectors Research Management, LLC | History | Reduced | 140,465 | 16,659 | 4.87% | 5.84% | 101 | -19,746 | -12.32% | Q1 2026 | May 05, 2026 |
| ETF Portfolio Partners, Inc. | History | Added to | 137,565 | 16,315 | 4.29% | 4.14% | 102 | +3,143 | 2.34% | Q1 2026 | May 13, 2026 |
| FORONJY FINANCIAL LLC | History | Added to | 137,157 | 16,266 | 6.76% | 6.71% | 103 | +2,475 | 1.84% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 132,084 | 15,665 | 0.01% | 0.01% | 104 | +6,605 | 5.26% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 129,560 | 15,365 | 0.21% | 0.18% | 105 | +14,828 | 12.92% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 128,375 | 15,225 | 0.03% | 0.03% | 106 | -14 | -0.01% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 128,350 | 15,222 | 0.17% | 0.18% | 107 | -7,015 | -5.18% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 127,196 | 15,085 | 0.55% | 2.66% | 108 | -467,148 | -78.6% | Q1 2026 | May 07, 2026 |
| Gould Capital, LLC | History | Added to | 126,530 | 15,006 | 9.08% | 7.8% | 109 | +20,417 | 19.24% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 125,466 | 14,880 | 0.23% | 0.22% | 110 | -181 | -0.14% | Q1 2026 | Apr 01, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 125,352 | 14,866 | 0.83% | 0.96% | 111 | -17,704 | -12.38% | Q1 2026 | Apr 23, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 121,560 | 14,348 | 0.26% | — | 112 | +121,560 | New | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Reduced | 120,560 | 14,298 | 0.07% | 0.08% | 113 | -4,245 | -3.4% | Q1 2026 | May 15, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 120,458 | 14,286 | 9.12% | 9.0% | 114 | -9,255 | -7.13% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 119,328 | 14,152 | 0.09% | 0.06% | 115 | +43,632 | 57.64% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 118,871 | 14,098 | 0.01% | 0.0% | 116 | +69,911 | 142.79% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 117,929 | 13,986 | 0.04% | 0.05% | 117 | -31,496 | -21.08% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 117,171 | 13,896 | 0.17% | 0.25% | 118 | -47,501 | -28.85% | Q1 2026 | May 08, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 115,800 | 13,782 | 0.95% | 1.26% | 119 | -28,334 | -19.66% | Q1 2026 | Apr 29, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 116,049 | 13,763 | 3.8% | 3.24% | 120 | +6,122 | 5.57% | Q1 2026 | Apr 28, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 114,547 | 13,585 | 3.18% | 2.66% | 121 | +17,972 | 18.61% | Q1 2026 | May 08, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 111,559 | 13,230 | 1.36% | 0.81% | 122 | +44,777 | 67.05% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Added to | 111,002 | 13,164 | 0.46% | 0.37% | 123 | +20,016 | 22.0% | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 110,902 | 13,153 | 0.81% | 0.82% | 124 | +696 | 0.63% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 110,420 | 13,095 | 0.04% | 0.05% | 125 | -45,897 | -29.36% | Q1 2026 | May 04, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 109,940 | 13,038 | 3.64% | 3.72% | 126 | -851 | -0.77% | Q1 2026 | Apr 08, 2026 |
| Walleye Trading LLC | History | Reduced | 108,677 | 12,889 | 0.02% | 0.02% | 127 | -2,859 | -2.56% | Q1 2026 | May 08, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 108,266 | 12,840 | 0.36% | 1.21% | 128 | -252,718 | -70.01% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 106,867 | 12,625 | 0.12% | 0.12% | 129 | +12,921 | 13.75% | Q1 2026 | Apr 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 105,882 | 12,553 | 0.08% | 0.07% | 130 | +1,511 | 1.45% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 105,454 | 12,506 | 0.51% | 0.58% | 131 | -11,128 | -9.55% | Q1 2026 | May 12, 2026 |
| Eley Financial Management, Inc | History | Reduced | 102,356 | 12,139 | 4.38% | 4.39% | 132 | -154 | -0.15% | Q1 2026 | May 19, 2026 |
| Rinkey Investments | History | Added to | 101,966 | 12,093 | 3.09% | 3.08% | 133 | +253 | 0.25% | Q1 2026 | May 11, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 100,612 | 11,932 | 6.21% | 5.96% | 134 | -4,237 | -4.04% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 100,256 | 11,890 | 0.09% | 0.09% | 135 | -4,851 | -4.62% | Q1 2026 | May 14, 2026 |
| Sollinda Capital Management LLC | History | Added to | 99,493 | 11,799 | 2.87% | 2.5% | 136 | +17,525 | 21.38% | Q1 2026 | Apr 30, 2026 |
| CRITERIA CAIXA, S.A.U. | History | No change | 82,000 | 11,734 | 49.76% | 4.06% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 98,806 | 11,718 | 0.13% | 0.09% | 138 | +29,001 | 41.55% | Q1 2026 | Apr 20, 2026 |
| Boltwood Capital Management | History | Reduced | 98,073 | 11,631 | 2.97% | 3.05% | 139 | -210 | -0.21% | Q1 2026 | Apr 07, 2026 |
| Hilton Capital Management, LLC | History | Reduced | 97,210 | 11,529 | 0.87% | 2.13% | 140 | -139,653 | -58.96% | Q1 2026 | May 14, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 96,832 | 11,484 | 4.39% | 4.05% | 141 | +10,860 | 12.63% | Q1 2026 | Apr 23, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 96,821 | 11,482 | 1.15% | 1.02% | 142 | +10,529 | 12.2% | Q1 2026 | Apr 15, 2026 |
| Austin Wealth Management, LLC | History | Reduced | 96,737 | 11,421 | 2.59% | 2.32% | 143 | -34,802 | -26.46% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 94,909 | 11,256 | 0.05% | 0.04% | 144 | +20,936 | 28.3% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 94,670 | 11,227 | 0.11% | 0.0% | 145 | +92,863 | 5139.07% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 94,557 | 11,214 | 0.0% | 0.0% | 146 | +8,057 | 9.31% | Q1 2026 | May 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 94,147 | 11,165 | 1.52% | 1.49% | 147 | +5,219 | 5.87% | Q1 2026 | Apr 14, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 93,201 | 11,053 | 2.54% | 2.38% | 148 | +9,502 | 11.35% | Q1 2026 | Apr 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 93,105 | 11,042 | 0.64% | 0.16% | 149 | +69,454 | 293.66% | Q1 2026 | Apr 20, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 92,800 | 11,006 | 0.16% | 0.21% | 150 | -25,310 | -21.43% | Q1 2026 | Apr 09, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 92,792 | 11,005 | 0.35% | — | 151 | +92,792 | New | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 92,663 | 10,989 | 0.24% | 0.14% | 152 | +44,049 | 90.61% | Q1 2026 | May 04, 2026 |
| Portfolio Design Labs, LLC | History | Added to | 91,782 | 10,885 | 1.94% | 1.31% | 153 | +25,212 | 37.87% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 89,000 | 10,555 | 0.0% | 0.0% | 154 | +59,900 | 205.84% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 88,670 | 10,516 | 0.04% | 0.05% | 155 | -29,649 | -25.06% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 86,822 | 10,297 | 0.0% | 0.0% | 156 | -154,282 | -63.99% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 84,560 | 10,092 | 0.61% | 0.61% | 157 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 84,937 | 10,073 | 0.17% | 0.17% | 158 | +4,809 | 6.0% | Q1 2026 | Apr 20, 2026 |
| First Financial Bank - Trust Division | History | Added to | 83,937 | 9,954 | 0.8% | 0.81% | 159 | +1,444 | 1.75% | Q1 2026 | Apr 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 81,764 | 9,697 | 0.12% | 0.12% | 160 | +1,995 | 2.5% | Q1 2026 | Apr 20, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 81,000 | 9,606 | 0.01% | 0.01% | 161 | -24,000 | -22.86% | Q1 2026 | Apr 22, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 80,702 | 9,571 | 1.25% | 1.1% | 162 | +9,308 | 13.04% | Q1 2026 | Apr 23, 2026 |
| Columbia Bank | History | Reduced | 80,024 | 9,490 | 2.71% | 4.51% | 163 | -55,986 | -41.16% | Q1 2026 | Apr 28, 2026 |
| MAI Capital Management | History | Added to | 78,290 | 9,285 | 0.05% | 0.05% | 164 | +9,401 | 13.65% | Q1 2026 | May 15, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 78,171 | 9,271 | 4.93% | 5.17% | 165 | -2,564 | -3.18% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 77,849 | 9,232 | 0.02% | 0.01% | 166 | +54,629 | 235.27% | Q1 2026 | May 01, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 76,784 | 9,106 | 0.55% | 0.43% | 167 | +15,589 | 25.47% | Q1 2026 | May 01, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 76,706 | 9,097 | 0.47% | 0.45% | 168 | +5,429 | 7.62% | Q1 2026 | Apr 15, 2026 |
| Lake Hills Wealth Management, LLC | History | Added to | 76,419 | 9,063 | 5.07% | 4.6% | 169 | +2,575 | 3.49% | Q1 2026 | Apr 10, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | Added to | 76,132 | 9,029 | 0.49% | 0.3% | 170 | +27,990 | 58.14% | Q1 2026 | Apr 13, 2026 |
| Spartan Planning & Wealth Management | History | Reduced | 74,906 | 8,883 | 6.57% | 11.98% | 171 | -61,151 | -44.95% | Q1 2026 | Apr 16, 2026 |
| WRAPMANAGER INC | History | Added to | 73,563 | 8,724 | 3.03% | 2.63% | 172 | +8,314 | 12.74% | Q1 2026 | May 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 71,648 | 8,497 | 0.25% | 0.13% | 173 | +33,013 | 85.45% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 71,517 | 8,481 | 0.0% | 0.02% | 174 | +10,764 | 17.72% | Q1 2026 | May 04, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 71,338 | 8,460 | 4.2% | 3.9% | 175 | +6,092 | 9.34% | Q1 2026 | Apr 23, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 70,318 | 8,339 | 0.62% | 0.65% | 176 | -3,078 | -4.19% | Q1 2026 | Apr 16, 2026 |
| Procyon Advisors, LLC | History | Reduced | 70,122 | 8,316 | 0.41% | 0.43% | 177 | -3,026 | -4.14% | Q1 2026 | May 04, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 68,855 | 8,166 | 2.66% | 2.49% | 178 | +6,400 | 10.25% | Q1 2026 | May 08, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 67,436 | 7,997 | 0.57% | 0.52% | 179 | +8,792 | 14.99% | Q1 2026 | May 14, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 67,075 | 7,955 | 1.87% | 1.8% | 180 | +3,254 | 5.1% | Q1 2026 | May 05, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 65,399 | 7,760 | 2.15% | 2.06% | 181 | +2,401 | 3.81% | Q1 2026 | Apr 27, 2026 |
| Benchmark Financial, LLC | History | Added to | 64,980 | 7,706 | 6.92% | 6.47% | 182 | +10,590 | 19.47% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Reduced | 64,619 | 7,663 | 0.02% | 0.03% | 183 | -27,701 | -30.01% | Q1 2026 | May 14, 2026 |
| Altman Advisors, Inc. | History | New | 63,586 | 7,541 | 3.13% | — | 184 | +63,586 | New | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 63,154 | 7,490 | 0.01% | 0.01% | 185 | +39,555 | 167.61% | Q1 2026 | May 01, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 63,006 | 7,472 | 0.6% | 0.47% | 186 | +12,238 | 24.11% | Q1 2026 | May 13, 2026 |
| SummitTX Capital, L.P. | History | Added to | 62,958 | 7,466 | 0.23% | 0.23% | 187 | +188 | 0.3% | Q1 2026 | May 15, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 62,079 | 7,362 | 5.01% | — | 188 | +62,079 | New | Q1 2026 | May 05, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 62,074 | 7,361 | 1.54% | 1.77% | 189 | -1,957 | -3.06% | Q1 2026 | May 06, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 62,024 | 7,356 | 3.94% | 3.03% | 190 | +14,656 | 30.94% | Q1 2026 | Apr 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 61,758 | 7,324 | 0.04% | 0.04% | 191 | -1,321 | -2.09% | Q1 2026 | Apr 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 61,160 | 7,253 | 0.81% | 0.8% | 192 | -415 | -0.67% | Q1 2026 | Apr 24, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 61,077 | 7,243 | 0.37% | 0.37% | 193 | -342 | -0.56% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 61,023 | 7,237 | 0.04% | 0.04% | 194 | +6,418 | 11.75% | Q1 2026 | May 05, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 60,421 | 7,165 | 0.97% | 0.92% | 195 | +4,460 | 7.97% | Q1 2026 | May 04, 2026 |
| Ridgepath Capital Management LLC | History | Reduced | 59,589 | 7,067 | 3.51% | 4.35% | 196 | -19,615 | -24.77% | Q1 2026 | May 07, 2026 |
| JPL Wealth Management, LLC | History | Added to | 59,473 | 7,053 | 1.62% | 1.52% | 197 | +7,088 | 13.53% | Q1 2026 | May 08, 2026 |
| Hilltop Holdings Inc. | History | Added to | 58,168 | 6,898 | 0.62% | 0.14% | 198 | +37,718 | 184.44% | Q1 2026 | May 14, 2026 |
| 4J Wealth Management LLC | History | Added to | 57,794 | 6,854 | 3.9% | 3.69% | 199 | +3,782 | 7.0% | Q1 2026 | May 05, 2026 |
| Great Diamond Partners, LLC | History | Added to | 57,761 | 6,850 | 1.32% | 1.16% | 200 | +7,279 | 14.42% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 55,545 | 6,629 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Prospera Financial Services Inc | History | Added to | 55,270 | 6,555 | 0.11% | 0.11% | 202 | +914 | 1.68% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 54,315 | 6,434 | 0.01% | 0.01% | 203 | -433,049 | -88.86% | Q1 2026 | May 15, 2026 |
| MFA Wealth Services | History | Added to | 52,591 | 6,237 | 4.13% | 4.13% | 204 | +1,414 | 2.76% | Q1 2026 | Apr 21, 2026 |
| GenTrust, LLC | History | New | 52,086 | 6,177 | 0.26% | — | 205 | +52,086 | New | Q1 2026 | Apr 27, 2026 |
| Transmarket Holdings LP | History | Added to | 51,067 | 6,056 | 3.23% | 0.64% | 206 | +43,763 | 599.16% | Q1 2026 | May 13, 2026 |
| InTrack Investment Management Inc | History | Added to | 50,467 | 5,985 | 3.41% | 2.9% | 207 | +6,952 | 15.98% | Q1 2026 | Apr 06, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 50,215 | 5,955 | 2.14% | 2.45% | 208 | -6,384 | -11.28% | Q1 2026 | Apr 14, 2026 |
| DSG Capital Advisors, LLC | History | Added to | 49,973 | 5,926 | 0.95% | 0.8% | 209 | +5,671 | 12.8% | Q1 2026 | Apr 27, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 49,719 | 5,896 | 0.34% | 0.35% | 210 | -200 | -0.4% | Q1 2026 | Apr 29, 2026 |
| CFO4Life Group, LLC | History | Reduced | 48,680 | 5,773 | 0.88% | 0.86% | 211 | -2,009 | -3.96% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | Reduced | 48,530 | 5,755 | 0.25% | 0.27% | 212 | -1,957 | -3.88% | Q1 2026 | Apr 21, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 48,087 | 5,703 | 0.3% | 0.3% | 213 | -205 | -0.42% | Q1 2026 | May 15, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 47,889 | 5,679 | 0.82% | — | 214 | +47,889 | New | Q1 2026 | May 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 47,485 | 5,627 | 0.86% | 0.94% | 215 | -2,483 | -4.97% | Q1 2026 | Apr 16, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 46,362 | 5,498 | 0.21% | 0.06% | 216 | +33,565 | 262.29% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 46,229 | 5,482 | 0.03% | 0.03% | 217 | +6,646 | 16.79% | Q1 2026 | May 08, 2026 |
| Values First Advisors, Inc. | History | Added to | 46,200 | 5,479 | 2.85% | 2.79% | 218 | +1,068 | 2.37% | Q1 2026 | Apr 17, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | Reduced | 46,197 | 5,478 | 3.37% | 3.46% | 219 | -64 | -0.14% | Q1 2026 | Apr 22, 2026 |
| Blue Fin Capital, Inc. | History | No change | 45,305 | 5,407 | 0.84% | 0.84% | 220 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 45,170 | 5,391 | 6.84% | — | 221 | +45,170 | New | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Reduced | 45,426 | 5,387 | 0.06% | 0.06% | 222 | -1,548 | -3.3% | Q1 2026 | May 05, 2026 |
| SEMITAM BONAM LLC | History | Added to | 45,303 | 5,372 | 4.39% | 4.12% | 223 | +3,829 | 9.23% | Q1 2026 | Apr 21, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 44,654 | 5,295 | 0.11% | 0.09% | 224 | +828 | 1.89% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 44,439 | 5,270 | 0.17% | 0.16% | 225 | +1,557 | 3.63% | Q1 2026 | Apr 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 44,125 | 5,233 | 0.1% | 0.1% | 226 | +827 | 1.91% | Q1 2026 | May 11, 2026 |
| Latko Wealth Management, Ltd. | History | Reduced | 44,079 | 5,227 | 2.55% | 3.21% | 227 | -10,879 | -19.8% | Q1 2026 | Apr 29, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Added to | 44,061 | 5,225 | 3.82% | 3.75% | 228 | +1,134 | 2.64% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 43,720 | 5,185 | 0.0% | 0.0% | 229 | +1,649 | 3.92% | Q1 2026 | May 11, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Reduced | 43,618 | 5,173 | 1.87% | 1.86% | 230 | -693 | -1.56% | Q1 2026 | May 04, 2026 |
| Mount Lucas Management LP | History | Added to | 43,217 | 5,125 | 1.89% | 0.79% | 231 | +26,614 | 160.3% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 42,861 | 5,115 | 0.09% | 0.09% | 232 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 43,039 | 5,104 | 0.07% | 0.06% | 233 | +1,685 | 4.07% | Q1 2026 | Apr 21, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 42,887 | 5,086 | 0.67% | 0.76% | 234 | -6,000 | -12.27% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 42,774 | 5,072 | 0.02% | 0.02% | 235 | -5,303 | -11.03% | Q1 2026 | Apr 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 42,345 | 5,022 | 0.14% | 0.17% | 236 | -12,896 | -23.34% | Q1 2026 | Apr 28, 2026 |
| International Private Wealth Advisors LLC | History | Reduced | 42,308 | 5,017 | 3.07% | 4.07% | 237 | -11,884 | -21.93% | Q1 2026 | Apr 21, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 41,421 | 4,912 | 1.08% | 0.75% | 238 | +11,672 | 39.23% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 41,240 | 4,891 | 0.04% | 0.07% | 239 | -3,047 | -6.88% | Q1 2026 | May 06, 2026 |
| Brookstone Capital Management | History | Added to | 40,974 | 4,859 | 0.06% | 0.01% | 240 | +31,732 | 343.35% | Q1 2026 | Apr 16, 2026 |
| Gotham Asset Management, LLC | History | Added to | 39,564 | 4,692 | 0.01% | 0.01% | 241 | +24,456 | 161.87% | Q1 2026 | May 15, 2026 |
| Cascades Capital Asset Management, LLC | History | Added to | 39,109 | 4,638 | 1.94% | 1.73% | 242 | +4,521 | 13.07% | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | Reduced | 39,048 | 4,631 | 1.16% | 1.21% | 243 | -1,855 | -4.54% | Q1 2026 | Apr 15, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 38,636 | 4,582 | 0.11% | 0.09% | 244 | +6,642 | 20.76% | Q1 2026 | May 15, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 38,501 | 4,566 | 3.18% | 3.18% | 245 | +600 | 1.58% | Q1 2026 | Apr 08, 2026 |
| Storen Legacy Partners, LLC | History | New | 38,463 | 4,561 | 1.43% | — | 246 | +38,463 | New | Q1 2026 | Apr 22, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 38,376 | 4,551 | 0.03% | 0.04% | 247 | -6,081 | -13.68% | Q1 2026 | Apr 14, 2026 |
| Tidal Investments LLC | History | New | 37,802 | 4,483 | 0.01% | — | 248 | +37,802 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 37,782 | 4,480 | 0.31% | 0.29% | 249 | +2,075 | 5.81% | Q1 2026 | Apr 21, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 37,520 | 4,449 | 0.14% | 0.2% | 250 | -57,877 | -60.67% | Q1 2026 | Apr 29, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 37,415 | 4,437 | 1.9% | 1.92% | 251 | -298 | -0.79% | Q1 2026 | Apr 20, 2026 |
| Madison Asset Management, LLC | History | Added to | 37,408 | 4,436 | 0.06% | 0.05% | 252 | +257 | 0.69% | Q1 2026 | May 07, 2026 |
| Center For Asset Management LLC | History | Added to | 36,072 | 4,278 | 2.12% | 1.99% | 253 | +4,141 | 12.97% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 35,556 | 4,216 | 0.1% | 0.11% | 254 | -1,326 | -3.6% | Q1 2026 | May 15, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 34,898 | 4,138 | 1.81% | 1.82% | 255 | -604 | -1.7% | Q1 2026 | Apr 28, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 33,965 | 4,028 | 0.56% | 0.61% | 256 | -2,449 | -6.73% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Added to | 33,938 | 4,025 | 0.08% | 0.07% | 257 | +8,047 | 31.08% | Q1 2026 | Apr 13, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 33,809 | 4,009 | 0.25% | 0.19% | 258 | +1,507 | 4.67% | Q1 2026 | Apr 28, 2026 |
| Opus Capital Group, LLC | History | Reduced | 33,755 | 4,003 | 0.43% | 0.45% | 259 | -1,405 | -4.0% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | Reduced | 33,712 | 3,998 | 0.12% | 0.12% | 260 | -1,345 | -3.84% | Q1 2026 | May 14, 2026 |
| EFG International AG | History | Added to | 33,025 | 3,916 | 0.08% | 0.06% | 261 | +7,144 | 27.6% | Q1 2026 | May 15, 2026 |
| Newport Capital Group, LLC | History | Reduced | 32,477 | 3,851 | 2.35% | 2.45% | 262 | -1,055 | -3.15% | Q1 2026 | May 11, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 32,433 | 3,846 | 0.17% | 0.17% | 263 | +172 | 0.53% | Q1 2026 | Apr 09, 2026 |
| IF Advisors, LLC | History | Added to | 32,025 | 3,798 | 2.68% | 2.92% | 264 | +1,942 | 6.46% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 31,979 | 3,792 | 0.05% | 0.07% | 265 | -10,733 | -25.13% | Q1 2026 | May 15, 2026 |
| Vision Capital Management, Inc. | History | Added to | 31,419 | 3,726 | 0.47% | 0.43% | 266 | +1,678 | 5.64% | Q1 2026 | Apr 24, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 31,379 | 3,721 | 2.43% | 1.11% | 268 | +16,430 | 109.91% | Q1 2026 | Apr 21, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 31,379 | 3,721 | 2.02% | 2.07% | 267 | -43 | -0.14% | Q1 2026 | Apr 20, 2026 |
| Private Advisory Group LLC | History | New | 30,843 | 3,658 | 0.24% | — | 269 | +30,843 | New | Q1 2026 | May 08, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 29,872 | 3,542 | 0.9% | 0.94% | 270 | +756 | 2.6% | Q1 2026 | Apr 29, 2026 |
| William Howard & Co Financial Advisors Inc | History | Added to | 29,165 | 3,459 | 2.99% | 2.93% | 271 | +8 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 28,738 | 3,408 | 0.13% | 0.03% | 272 | +26,456 | 1159.33% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 28,205 | 3,344 | 0.0% | 0.01% | 273 | -52,626 | -65.11% | Q1 2026 | May 14, 2026 |
| ETF Store, Inc. | History | Added to | 27,841 | 3,301 | 3.21% | 3.28% | 274 | +891 | 3.31% | Q1 2026 | Apr 30, 2026 |
| CDKV HOLDINGS LLC | History | Reduced | 27,697 | 3,284 | 2.88% | 3.04% | 275 | -2,736 | -8.99% | Q1 2026 | May 01, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 27,492 | 3,260 | 0.37% | 0.16% | 276 | +15,525 | 129.73% | Q1 2026 | May 14, 2026 |
| Centennial Wealth Advisory LLC | History | Added to | 27,478 | 3,259 | 0.79% | 0.84% | 277 | +863 | 3.24% | Q1 2026 | Apr 20, 2026 |
| Savvy Advisors, Inc. | History | Added to | 27,380 | 3,247 | 0.09% | 0.1% | 278 | +563 | 2.1% | Q1 2026 | May 11, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 27,358 | 3,245 | 1.11% | 0.76% | 279 | +9,051 | 49.44% | Q1 2026 | Apr 08, 2026 |
| ENTREWEALTH, LLC | History | Added to | 27,152 | 3,220 | 1.44% | 1.43% | 280 | +519 | 1.95% | Q1 2026 | May 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 27,115 | 3,207 | 0.1% | 0.08% | 281 | -3,239 | -10.67% | Q1 2026 | Apr 08, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 27,020 | 3,205 | 0.0% | — | 282 | +27,020 | New | Q1 2026 | May 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 26,997 | 3,201 | 0.01% | 0.0% | 283 | +12,695 | 88.76% | Q1 2026 | May 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 26,952 | 3,196 | 0.17% | 0.17% | 284 | +1,177 | 4.57% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 26,923 | 3,193 | 0.05% | 0.06% | 285 | +2,315 | 9.41% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Added to | 26,768 | 3,174 | 0.41% | 0.29% | 286 | +7,897 | 41.85% | Q1 2026 | May 01, 2026 |
| Blue Capital, Inc. | History | New | 26,619 | 3,157 | 2.06% | — | 287 | +26,619 | New | Q1 2026 | Apr 24, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 26,320 | 3,121 | 1.59% | 2.13% | 288 | -112 | -0.42% | Q1 2026 | Apr 30, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 26,199 | 3,107 | 1.02% | 0.84% | 289 | -47 | -0.18% | Q1 2026 | Apr 15, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 25,872 | 3,068 | 1.79% | 1.7% | 290 | +1,342 | 5.47% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 25,226 | 2,991 | 0.01% | 0.0% | 291 | +8,004 | 46.48% | Q1 2026 | May 05, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 25,015 | 2,966 | 0.38% | 0.18% | 292 | +12,989 | 108.01% | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 24,896 | 2,952 | 0.02% | 0.09% | 293 | -39,983 | -61.63% | Q1 2026 | May 15, 2026 |
| Markin Asset Management, LP | History | Reduced | 24,677 | 2,926 | 3.21% | 3.65% | 294 | -3,115 | -11.21% | Q1 2026 | May 15, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 24,614 | 2,919 | 1.29% | 1.08% | 295 | +4,877 | 24.71% | Q1 2026 | May 08, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 24,567 | 2,913 | 0.49% | 0.54% | 296 | -2,238 | -8.35% | Q1 2026 | Apr 21, 2026 |
| One Day In July LLC | History | Added to | 24,490 | 2,904 | 0.23% | 0.24% | 297 | +125 | 0.51% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 24,203 | 2,870 | 0.13% | 0.12% | 298 | +1,074 | 4.64% | Q1 2026 | May 13, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 23,928 | 2,833 | 0.04% | 0.03% | 299 | +1,301 | 5.75% | Q1 2026 | Apr 22, 2026 |
| STEPHENS INC /AR/ | History | Added to | 23,758 | 2,817 | 0.04% | 0.03% | 300 | +1,610 | 7.27% | Q1 2026 | Apr 28, 2026 |