iShares, Inc. - IEMG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 219,869,621 | 15,335,906 | 1.12% | 0.85% | 1 | +46,640,330 | 26.92% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 126,259,202 | 8,806,579 | 0.53% | 0.41% | 2 | +23,465,415 | 22.83% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 87,384,260 | 6,095,052 | 1.15% | 0.94% | 3 | +10,680,940 | 13.93% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 86,783,237 | 6,053,059 | 1.62% | 1.56% | 4 | +8,402,979 | 10.72% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 77,654,854 | 5,416,426 | 3.67% | 3.67% | 5 | +1,378,212 | 1.81% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 52,231,526 | 3,643,148 | 0.97% | 0.96% | 6 | -229,673 | -0.44% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Added to | 50,621,591 | 3,530,855 | 0.06% | 0.06% | 7 | +1,209,699 | 2.45% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 45,035,771 | 3,031,808 | 0.19% | 0.2% | 8 | -2,966,192 | -6.18% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 40,686,196 | 2,837,862 | 6.23% | 5.84% | 9 | +1,790,462 | 4.6% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 37,832,876 | 2,638,843 | 0.4% | 0.16% | 10 | +23,445,598 | 162.96% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 29,529,985 | 2,059,743 | 2.5% | 2.28% | 11 | +588,708 | 2.03% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 26,326,701 | 1,836,287 | 0.21% | 0.24% | 12 | -2,308,863 | -8.06% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 21,583,944 | 1,505,480 | 0.08% | 0.08% | 13 | -1,029,604 | -4.55% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 20,828,872 | 1,452,813 | 0.27% | 0.19% | 14 | +4,743,399 | 29.49% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 19,905,325 | 1,388,396 | 0.43% | 0.41% | 15 | +354,749 | 1.81% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20,057,125 | 1,361,821 | 0.65% | 0.76% | 16 | +1,488,450 | 8.02% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 19,440,275 | 1,355,959 | 0.83% | 0.78% | 17 | +1,103,248 | 6.02% | Q1 2026 | May 07, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 17,919,365 | 1,206,331 | 9.21% | — | 18 | +17,919,365 | New | Q1 2026 | May 12, 2026 |
| WIT, LLC | History | Reduced | 16,233,759 | 1,132,304 | 21.37% | 22.03% | 19 | -116,906 | -0.71% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,024,436 | 1,047,954 | 0.61% | 0.5% | 20 | +1,269,059 | 9.23% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 13,889,171 | 968,769 | 0.15% | 0.11% | 21 | +3,071,586 | 28.39% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 12,751,935 | 889,447 | 3.42% | — | 22 | +12,751,935 | New | Q1 2026 | May 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 12,458,692 | 868,993 | 3.35% | 5.48% | 23 | -10,102,316 | -44.78% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,502,715 | 802,314 | 1.08% | 0.6% | 24 | +4,853,132 | 72.98% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,028,023 | 699,382 | 1.22% | 1.22% | 25 | +486,435 | 5.1% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 9,297,033 | 648,468 | 1.32% | 1.22% | 26 | +366,914 | 4.11% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 9,289,811 | 647,964 | 2.22% | 2.1% | 27 | -449,512 | -4.62% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 9,074,872 | 632,976 | 0.58% | 0.63% | 28 | -404,604 | -4.27% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,020,598 | 629,186 | 0.23% | 0.16% | 29 | +2,054,897 | 29.5% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 8,920,272 | 622,188 | 9.87% | — | 30 | +8,920,272 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,868,236 | 618,560 | 0.11% | 0.08% | 31 | +1,185,418 | 15.43% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 8,765,443 | 611,389 | 0.65% | 0.69% | 32 | -593,367 | -6.34% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 8,698,552 | 605,957 | 0.71% | 0.67% | 33 | +360,376 | 4.32% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,926,302 | 552,641 | 0.13% | 0.1% | 34 | +1,169,874 | 17.31% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | No change | 7,584,431 | 529,014 | 1.76% | 1.66% | 35 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 7,184,416 | 501,113 | 1.48% | 1.32% | 36 | +142,701 | 2.03% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 7,013,766 | 489,210 | 0.06% | 0.05% | 37 | +2,214,550 | 46.14% | Q1 2026 | May 12, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | Added to | 6,873,267 | 479,410 | 2.61% | 1.74% | 38 | +3,783,075 | 122.42% | Q1 2026 | Apr 27, 2026 |
| Jordan Park Group LLC | History | Reduced | 6,808,959 | 472,930 | 25.18% | 26.59% | 39 | -17,489 | -0.26% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 6,947,510 | 467,011 | 0.15% | 0.14% | 40 | +198,205 | 2.94% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 6,664,273 | 464,833 | 0.07% | 0.07% | 41 | +179,910 | 2.77% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 6,279,041 | 437,963 | 0.62% | 0.52% | 42 | +992,967 | 18.78% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,222,866 | 434,044 | 1.2% | 1.19% | 43 | -1,068,080 | -14.65% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,901,117 | 411,602 | 2.28% | 3.02% | 44 | -6,903,696 | -53.91% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,867,903 | 409,286 | 0.75% | 0.65% | 45 | +2,803,229 | 91.47% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 5,758,444 | 401,651 | 3.14% | 3.6% | 46 | -558,602 | -8.84% | Q1 2026 | Apr 07, 2026 |
| Betterment LLC | History | Reduced | 5,653,446 | 394,328 | 0.75% | 0.76% | 47 | -258,866 | -4.38% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,559,794 | 387,795 | 2.92% | 2.88% | 48 | -106,704 | -1.88% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,287,290 | 368,788 | 0.08% | 0.02% | 49 | +3,999,898 | 310.7% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 5,194,737 | 362,332 | 0.15% | 0.17% | 50 | -578,110 | -10.01% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,951,901 | 345,400 | 0.32% | 0.3% | 51 | -2,962 | -0.06% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 4,897,997 | 341,635 | 0.08% | 0.07% | 52 | +950,429 | 24.08% | Q1 2026 | May 13, 2026 |
| Japan Science & Technology Agency | History | Added to | 4,620,513 | 322,280 | 6.7% | 3.77% | 53 | +1,569,959 | 51.46% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,509,997 | 314,572 | 1.6% | 1.21% | 54 | +1,224,563 | 37.27% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 4,419,420 | 308,254 | 0.03% | 0.0% | 55 | +4,187,307 | 1804.0% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 4,271,360 | 297,927 | 4.15% | 3.84% | 56 | +209,357 | 5.15% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 4,264,324 | 297,436 | 0.01% | 0.01% | 57 | -135,505 | -3.08% | Q1 2026 | May 15, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 4,047,517 | 282,314 | 2.39% | 2.19% | 58 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,946,368 | 275,259 | 1.01% | 0.85% | 59 | +406,135 | 11.47% | Q1 2026 | Apr 24, 2026 |
| Nationwide Fund Advisors | History | Reduced | 3,801,904 | 265,182 | 11.61% | 11.77% | 60 | -288,234 | -7.05% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 3,718,473 | 259,363 | 1.32% | — | 61 | +3,718,473 | New | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 3,609,503 | 251,762 | 1.55% | 1.55% | 62 | -211,677 | -5.54% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 3,605,987 | 251,518 | 0.62% | 0.6% | 63 | -295,283 | -7.57% | Q1 2026 | Apr 22, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,591,660 | 250,518 | 0.03% | 0.02% | 64 | +692,272 | 23.88% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,572,002 | 249,225 | 0.36% | 0.3% | 65 | +523,484 | 17.17% | Q1 2026 | May 15, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Reduced | 3,313,829 | 231,140 | 2.62% | 3.98% | 66 | -1,914,169 | -36.61% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 3,247,216 | 226,493 | 0.6% | 1.04% | 67 | -2,442,872 | -42.93% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,192,744 | 222,693 | 0.24% | 0.22% | 68 | +193,097 | 6.44% | Q1 2026 | May 05, 2026 |
| Stairway Partners, LLC | History | Added to | 3,180,698 | 221,853 | 11.49% | 11.04% | 69 | +7,010 | 0.22% | Q1 2026 | Apr 02, 2026 |
| Matson Money. Inc. | History | Reduced | 3,077,453 | 214,652 | 6.58% | 6.76% | 70 | -104,644 | -3.29% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 3,061,820 | 213,628 | 0.24% | 0.21% | 71 | +259,896 | 9.28% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 2,956,984 | 206,249 | 4.93% | 4.38% | 72 | +26,754 | 0.91% | Q1 2026 | May 08, 2026 |
| Haverford Trust Co | History | Added to | 2,947,980 | 205,621 | 1.88% | 1.73% | 73 | +65,528 | 2.27% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 2,932,074 | 204,512 | 0.07% | 0.46% | 74 | +471,233 | 19.15% | Q1 2026 | May 04, 2026 |
| Choate Investment Advisors | History | Added to | 2,819,485 | 196,659 | 3.85% | 0.05% | 75 | +2,781,706 | 7363.1% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,659,228 | 185,481 | 0.06% | 0.06% | 76 | +105,784 | 4.14% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,642,855 | 184,339 | 3.99% | 2.42% | 77 | +1,033,963 | 64.27% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,617,742 | 182,587 | 0.26% | 0.25% | 78 | -209,031 | -7.39% | Q1 2026 | Apr 27, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 2,596,299 | 181,091 | 1.58% | 4.45% | 79 | -4,143,961 | -61.48% | Q1 2026 | May 14, 2026 |
| Investure, LLC | History | Added to | 2,587,897 | 180,505 | 8.85% | 2.39% | 80 | +1,951,252 | 306.49% | Q1 2026 | May 08, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 2,520,224 | 175,785 | 4.87% | 4.09% | 81 | -25,193 | -0.99% | Q1 2026 | Apr 21, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 2,508,449 | 174,964 | 3.59% | 3.28% | 82 | +115,744 | 4.84% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,432,761 | 169,685 | 0.27% | 0.25% | 83 | +19,388 | 0.8% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,417,521 | 168,622 | 0.25% | 0.24% | 84 | +88,137 | 3.78% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 2,359,105 | 164,547 | 0.93% | 0.87% | 85 | +96,207 | 4.25% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,349,281 | 163,862 | 1.88% | 1.87% | 86 | -115,124 | -4.67% | Q1 2026 | Apr 20, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 2,314,425 | 161,431 | 4.12% | 4.11% | 87 | -50,268 | -2.13% | Q1 2026 | May 13, 2026 |
| Hirtle & Co., LLC | History | Reduced | 2,278,273 | 158,909 | 5.44% | 5.22% | 88 | -2,435 | -0.11% | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 2,262,667 | 157,821 | 7.62% | 7.25% | 89 | -8,835 | -0.39% | Q1 2026 | Apr 17, 2026 |
| Nuveen, LLC | History | Added to | 2,191,664 | 152,868 | 0.04% | 0.04% | 90 | +74,401 | 3.51% | Q1 2026 | Apr 30, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 2,187,140 | 152,553 | 5.75% | 5.3% | 91 | +73,058 | 3.46% | Q1 2026 | May 12, 2026 |
| Balentine LLC | History | Reduced | 2,173,077 | 151,572 | 6.11% | 5.63% | 92 | -35,706 | -1.62% | Q1 2026 | Apr 24, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,121,426 | 147,969 | 0.11% | 0.06% | 93 | +886,375 | 71.77% | Q1 2026 | May 14, 2026 |
| Hackensack Meridian Health, Inc. | History | Reduced | 2,115,000 | 147,521 | 13.92% | 13.39% | 94 | -70,000 | -3.2% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,058,665 | 143,593 | 0.23% | 0.2% | 95 | +154,870 | 8.13% | Q1 2026 | May 06, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 2,042,072 | 142,434 | 5.97% | 2.2% | 96 | +1,290,206 | 171.6% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | Added to | 1,982,986 | 138,525 | 0.68% | 0.32% | 97 | +1,069,134 | 116.99% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,984,690 | 138,432 | 2.39% | 2.32% | 98 | +42,946 | 2.21% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,003,455 | 135,924 | 0.19% | 0.17% | 99 | +142,757 | 7.67% | Q1 2026 | May 15, 2026 |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | History | No change | 1,933,838 | 134,885 | 100.0% | 99.81% | 100 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 1,964,259 | 132,051 | 13.64% | 13.64% | 101 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,878,466 | 131,023 | 0.97% | 1.39% | 102 | -706,354 | -27.33% | Q1 2026 | Apr 15, 2026 |
| JB Capital LLC | History | Reduced | 1,871,663 | 130,548 | 5.27% | 6.09% | 103 | -347,913 | -15.67% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,870,152 | 130,443 | 0.23% | 0.19% | 104 | +290,981 | 18.43% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,860,705 | 129,784 | 0.47% | 0.6% | 105 | -478,028 | -20.44% | Q1 2026 | May 13, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 1,851,640 | 129,151 | 3.4% | 3.51% | 106 | -108,447 | -5.53% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,806,474 | 126,001 | 0.68% | 0.71% | 107 | -114,170 | -5.94% | Q1 2026 | May 05, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 1,801,448 | 125,650 | 7.37% | 6.52% | 108 | +90,100 | 5.26% | Q1 2026 | May 06, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 1,734,899 | 121,009 | 7.26% | 5.45% | 109 | +270,576 | 18.48% | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Added to | 1,791,143 | 120,579 | 5.23% | 4.53% | 110 | +307,143 | 20.7% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 1,687,480 | 117,701 | 0.92% | 0.91% | 111 | -7,578 | -0.45% | Q1 2026 | May 01, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 1,685,804 | 117,584 | 3.29% | 2.44% | 112 | +295,734 | 21.27% | Q1 2026 | Apr 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 1,663,169 | 116,006 | 1.61% | 1.38% | 113 | +133,738 | 8.74% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 1,642,001 | 114,529 | 1.42% | 1.88% | 114 | -489,470 | -22.96% | Q1 2026 | May 11, 2026 |
| LINCOLN NATIONAL CORP | History | Added to | 1,636,819 | 114,168 | 3.31% | 2.1% | 115 | +567,686 | 53.1% | Q1 2026 | May 04, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 1,585,189 | 110,558 | 1.88% | 1.69% | 116 | +37,632 | 2.43% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,565,087 | 109,164 | 1.24% | 1.14% | 117 | +63,101 | 4.2% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,574,732 | 109,056 | 0.22% | 0.17% | 118 | -228,451 | -12.67% | Q1 2026 | Apr 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,562,950 | 109,015 | 0.43% | 0.35% | 119 | +206,527 | 15.23% | Q1 2026 | May 11, 2026 |
| Members Trust Co | History | Reduced | 1,544,665 | 107,740 | 3.58% | 4.65% | 120 | -577,804 | -27.22% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,509,237 | 106,068 | 1.0% | 0.92% | 121 | +230,631 | 18.04% | Q1 2026 | Apr 07, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 1,485,283 | 103,598 | 4.33% | 3.99% | 122 | +101,257 | 7.32% | Q1 2026 | May 07, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 1,440,403 | 100,467 | 2.95% | 2.89% | 123 | +875 | 0.06% | Q1 2026 | Apr 14, 2026 |
| Destination Wealth Management | History | Added to | 1,409,584 | 98,318 | 2.55% | 2.26% | 124 | +123,179 | 9.58% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,392,402 | 97,120 | 0.16% | 0.11% | 125 | +270,545 | 24.12% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,387,819 | 96,800 | 1.51% | 1.38% | 126 | +201,720 | 17.01% | Q1 2026 | May 04, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 1,373,924 | 94,910 | 6.65% | 5.8% | 127 | +235,202 | 20.65% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,357,051 | 94,654 | 0.24% | 0.23% | 128 | +50,862 | 3.89% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,353,141 | 94,381 | 1.13% | 1.06% | 129 | -13,156 | -0.96% | Q1 2026 | May 06, 2026 |
| Bridgewater Associates, LP | History | Added to | 1,342,944 | 93,670 | 0.42% | 0.31% | 130 | +71,317 | 5.61% | Q1 2026 | May 15, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 1,384,549 | 93,069 | 7.49% | 7.49% | 131 | +1,863 | 0.13% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 1,356,146 | 91,160 | 0.36% | 0.36% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 1,296,578 | 90,436 | 0.49% | 0.66% | 133 | -423,027 | -24.6% | Q1 2026 | May 13, 2026 |
| Vestcor Inc | History | Added to | 1,281,826 | 89,407 | 2.46% | 1.06% | 134 | +727,988 | 131.44% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 1,276,274 | 89,020 | 1.0% | 1.07% | 135 | -128,396 | -9.14% | Q1 2026 | May 05, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 1,232,387 | 86,612 | 9.45% | 9.02% | 136 | -4,725 | -0.38% | Q1 2026 | May 06, 2026 |
| Wharton Business Group, LLC | History | Reduced | 1,228,997 | 85,722 | 3.24% | 3.18% | 137 | -16,800 | -1.35% | Q1 2026 | May 07, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,227,381 | 85,609 | 0.26% | 0.25% | 138 | +213,634 | 21.07% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 1,223,763 | 85,357 | 3.84% | 5.21% | 139 | -520,919 | -29.86% | Q1 2026 | Apr 21, 2026 |
| Vident Advisory, LLC | History | Added to | 1,219,185 | 85,038 | 0.72% | 0.35% | 140 | +646,040 | 112.72% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,216,807 | 84,872 | 0.45% | 0.19% | 141 | +806,591 | 196.63% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 1,209,143 | 84,337 | 1.26% | 0.01% | 142 | +1,200,424 | 13767.91% | Q1 2026 | May 05, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 1,198,339 | 83,584 | 4.31% | 3.25% | 143 | +270,502 | 29.15% | Q1 2026 | May 07, 2026 |
| MCF Advisors LLC | History | Added to | 1,190,822 | 83,059 | 3.64% | 4.41% | 144 | +4,959 | 0.42% | Q1 2026 | May 11, 2026 |
| JABODON PT CO | History | Added to | 1,184,363 | 82,609 | 9.6% | 9.45% | 145 | +122,367 | 11.52% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,163,812 | 81,165 | 0.35% | 0.31% | 146 | +84,095 | 7.79% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,153,845 | 80,930 | 1.66% | 1.61% | 147 | +50,697 | 4.6% | Q1 2026 | Apr 28, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,143,434 | 80,360 | 0.13% | 0.14% | 148 | -105,448 | -8.44% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Added to | 1,145,992 | 79,929 | 0.98% | 0.94% | 149 | +55,530 | 5.09% | Q1 2026 | May 12, 2026 |
| Myriad Asset Management Advisors LLC | History | Added to | 1,141,003 | 79,585 | 23.45% | 10.61% | 150 | +628,768 | 122.75% | Q1 2026 | Apr 30, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 1,139,900 | 79,508 | 2.78% | 1.67% | 151 | +306,600 | 36.79% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,133,412 | 79,055 | 0.01% | 0.0% | 152 | +1,113,012 | 5455.94% | Q1 2026 | May 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,123,183 | 78,342 | 1.21% | 1.13% | 153 | +105,577 | 10.38% | Q1 2026 | May 11, 2026 |
| Passaic Partners LLC | History | Reduced | 1,122,900 | 78,322 | 7.33% | 12.35% | 154 | -651,746 | -36.73% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 1,120,958 | 78,186 | 0.89% | 0.9% | 155 | -46,315 | -3.97% | Q1 2026 | Apr 16, 2026 |
| Fusion Family Wealth, LLC | History | Reduced | 1,117,367 | 77,936 | 5.82% | 5.88% | 156 | -36,147 | -3.13% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Added to | 1,110,229 | 77,438 | 0.87% | 0.89% | 157 | +59,535 | 5.67% | Q1 2026 | May 14, 2026 |
| UNC Management Company, Inc. | History | New | 1,109,418 | 77,382 | 4.72% | — | 158 | +1,109,418 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 1,106,205 | 77,158 | 0.62% | 0.68% | 159 | +249,780 | 29.17% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 1,091,930 | 76,162 | 1.06% | — | 160 | +1,091,930 | New | Q1 2026 | May 13, 2026 |
| National Philanthropic Trust | History | Reduced | 1,091,083 | 76,103 | 0.81% | 0.73% | 161 | -2,280 | -0.21% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 1,072,353 | 74,796 | 2.13% | 2.03% | 162 | +19,466 | 1.85% | Q1 2026 | May 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,060,953 | 74,001 | 1.53% | 1.21% | 163 | +216,403 | 25.62% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,047,404 | 73,464 | 0.83% | 0.68% | 164 | +147,952 | 16.45% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,054,916 | 73,038 | 0.14% | 0.15% | 165 | -226,702 | -17.69% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Added to | 1,040,370 | 72,569 | 1.91% | 1.96% | 166 | +17,049 | 1.67% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,039,693 | 72,518 | 0.27% | 0.23% | 167 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CONNABLE OFFICE INC | History | Added to | 1,037,651 | 72,376 | 7.12% | 5.29% | 168 | +179,075 | 20.86% | Q1 2026 | Apr 29, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,028,156 | 71,713 | 0.47% | 0.42% | 169 | +40,649 | 4.12% | Q1 2026 | May 05, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 1,020,000 | 71,145 | 2.6% | 2.23% | 170 | +27,000 | 2.72% | Q1 2026 | May 06, 2026 |
| Heritage Wealth Advisors | History | Added to | 1,002,921 | 69,953 | 2.73% | 2.3% | 171 | +106,482 | 11.88% | Q1 2026 | May 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 988,613 | 68,955 | 1.09% | 0.82% | 172 | +240,049 | 32.07% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Added to | 896,140 | 66,439 | 2.14% | 2.1% | 173 | +29,604 | 3.42% | Q1 2026 | Apr 09, 2026 |
| LM Advisors LLC | History | Reduced | 4,618 | 66,356 | 1.05% | 1.24% | 174 | -10 | -0.22% | Q1 2026 | May 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 945,629 | 65,957 | 1.06% | 0.96% | 175 | +95,960 | 11.29% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 942,025 | 65,706 | 0.44% | 0.22% | 176 | +464,372 | 97.22% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 920,419 | 64,157 | 0.65% | 0.77% | 177 | -18,269 | -1.95% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 912,578 | 63,652 | 0.03% | — | 178 | +912,578 | New | Q1 2026 | May 18, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 910,905 | 63,535 | 0.54% | 0.48% | 179 | -72,531 | -7.38% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | Added to | 907,404 | 63,291 | 0.62% | 0.55% | 180 | +12,051 | 1.35% | Q1 2026 | Apr 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 903,398 | 63,012 | 1.09% | 1.08% | 181 | +25,224 | 2.87% | Q1 2026 | Apr 20, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 898,374 | 62,661 | 0.72% | 0.15% | 182 | +710,636 | 378.53% | Q1 2026 | May 08, 2026 |
| Quent Capital, LLC | History | Added to | 896,948 | 62,562 | 4.44% | 4.27% | 183 | +15,522 | 1.76% | Q1 2026 | Apr 28, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 885,746 | 61,780 | 4.62% | 4.4% | 184 | +82,067 | 10.21% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 864,758 | 60,316 | 6.45% | 6.74% | 185 | -57,182 | -6.2% | Q1 2026 | May 06, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 885,355 | 59,602 | 0.06% | 0.06% | 186 | -103,600 | -10.48% | Q1 2026 | Apr 22, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 839,785 | 58,575 | 3.48% | 2.21% | 187 | +269,556 | 47.27% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 837,511 | 58,416 | 0.41% | 0.42% | 188 | +15,968 | 1.94% | Q1 2026 | Apr 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 820,499 | 57,229 | 3.48% | 5.24% | 189 | -31,667,289 | -97.47% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 818,382 | 57,082 | 0.63% | 0.69% | 190 | +61,068 | 8.06% | Q1 2026 | May 15, 2026 |
| Parkside Investments, LLC | History | Added to | 817,558 | 57,024 | 6.93% | 5.88% | 191 | +122,556 | 17.63% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 803,495 | 56,043 | 0.82% | 0.84% | 192 | -10,241 | -1.26% | Q1 2026 | May 13, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 800,452 | 55,831 | 6.54% | 4.25% | 193 | +260,335 | 48.2% | Q1 2026 | Apr 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 709,800 | 55,776 | 0.71% | 0.51% | 194 | +135,211 | 23.53% | Q1 2026 | May 06, 2026 |
| COMMERCE BANK | History | Added to | 784,033 | 54,686 | 0.26% | 0.23% | 195 | +165,344 | 26.72% | Q1 2026 | May 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 772,603 | 53,889 | 2.17% | 1.64% | 196 | +125,486 | 19.39% | Q1 2026 | May 04, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 696,636 | 53,620 | 3.48% | 3.32% | 197 | -43,949 | -5.93% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 766,809 | 53,485 | 0.25% | 0.24% | 198 | -6,318 | -0.82% | Q1 2026 | Apr 24, 2026 |
| Octavia Wealth Advisors, LLC | History | Reduced | 760,686 | 53,057 | 5.07% | 4.99% | 199 | -16,077 | -2.07% | Q1 2026 | Apr 10, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 755,956 | 52,727 | 6.5% | 6.49% | 200 | -14,396 | -1.87% | Q1 2026 | Apr 23, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 745,388 | 51,990 | 0.03% | 0.06% | 201 | -759,501 | -50.47% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 726,177 | 50,650 | 0.24% | 0.26% | 202 | +40,992 | 5.98% | Q1 2026 | May 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 711,268 | 49,610 | 0.71% | 3.29% | 203 | -2,250,068 | -75.98% | Q1 2026 | May 11, 2026 |
| Pacific Life Fund Advisors LLC | History | Added to | 710,742 | 49,574 | 5.69% | 4.55% | 204 | +53,266 | 8.1% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 708,672 | 49,429 | 0.03% | 0.02% | 205 | +58,214 | 8.95% | Q1 2026 | Apr 30, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 707,493 | 49,347 | 0.67% | — | 206 | +707,493 | New | Q1 2026 | May 01, 2026 |
| Chan Zuckerberg Initiative, LLC | History | Reduced | 706,019 | 49,244 | 100.0% | 34.82% | 207 | -66,277 | -8.58% | Q1 2026 | May 15, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Added to | 692,123 | 48,275 | 5.57% | 4.66% | 208 | +113,527 | 19.62% | Q1 2026 | May 11, 2026 |
| Sompo Asset Management Co., Ltd. | History | Added to | 668,100 | 46,599 | 8.55% | 7.61% | 209 | +7,953 | 1.2% | Q1 2026 | Apr 30, 2026 |
| SYON CAPITAL LLC | History | Added to | 664,819 | 46,371 | 2.33% | 1.78% | 210 | +132,520 | 24.9% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 658,410 | 45,924 | 1.09% | 0.88% | 211 | +74,143 | 12.69% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | Added to | 656,127 | 45,764 | 3.46% | 3.44% | 212 | +16,790 | 2.63% | Q1 2026 | Apr 28, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Reduced | 654,368 | 45,642 | 4.36% | 4.34% | 213 | -13,713 | -2.05% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 649,089 | 45,273 | 0.17% | 0.12% | 214 | +213,056 | 48.86% | Q1 2026 | Apr 30, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 670,474 | 45,069 | 3.29% | 3.29% | 215 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 642,173 | 44,791 | 2.54% | 1.98% | 216 | +103,115 | 19.13% | Q1 2026 | Apr 21, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 641,602 | 44,751 | 4.93% | 4.7% | 217 | +21,685 | 3.5% | Q1 2026 | May 14, 2026 |
| Santa Clara Valley Transportation Authority | History | Added to | 631,143 | 44,022 | 36.61% | 35.32% | 218 | +6,082 | 0.97% | Q1 2026 | May 13, 2026 |
| MPS Loria Financial Planners, LLC | History | Reduced | 629,977 | 43,940 | 11.59% | 11.69% | 219 | -46,369 | -6.86% | Q1 2026 | May 08, 2026 |
| Ironwood Wealth Management, LLC. | History | Added to | 629,332 | 43,895 | 12.59% | 12.32% | 220 | +5,895 | 0.95% | Q1 2026 | Apr 23, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 623,399 | 43,482 | 3.23% | 4.03% | 221 | -180,339 | -22.44% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 618,497 | 43,140 | 0.47% | 0.36% | 222 | +143,981 | 30.34% | Q1 2026 | Apr 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 618,127 | 43,114 | 2.38% | — | 223 | +618,127 | New | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | Added to | 612,221 | 42,702 | 0.46% | 0.02% | 224 | +599,040 | 4544.72% | Q1 2026 | May 12, 2026 |
| GenTrust, LLC | History | Reduced | 612,121 | 42,695 | 1.83% | 1.8% | 225 | -10,118 | -1.63% | Q1 2026 | Apr 27, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 647,368 | 42,532 | 0.09% | 0.07% | 226 | +323,684 | 100.0% | Q1 2026 | May 12, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 608,004 | 42,408 | 0.6% | 0.68% | 227 | -187,204 | -23.54% | Q1 2026 | Apr 23, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 603,973 | 42,127 | 0.65% | 0.63% | 228 | -5,704 | -0.94% | Q1 2026 | Apr 07, 2026 |
| SCS Capital Management LLC | History | Added to | 601,676 | 41,966 | 0.44% | 0.41% | 229 | +23,504 | 4.07% | Q1 2026 | May 11, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 600,674 | 41,897 | 3.67% | 3.56% | 230 | -5,705 | -0.94% | Q1 2026 | May 12, 2026 |
| CHAI TRUST CO LLC | History | No change | 594,544 | 41,469 | 3.51% | 3.44% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 593,577 | 41,401 | 0.87% | 0.86% | 232 | -17,282 | -2.83% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 607,461 | 40,835 | 0.26% | 0.26% | 233 | +35,109 | 6.13% | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 584,263 | 40,752 | 0.6% | 0.62% | 234 | -26,057 | -4.27% | Q1 2026 | Apr 09, 2026 |
| Magnus Financial Group LLC | History | Added to | 579,438 | 40,415 | 3.28% | 2.89% | 235 | +16,716 | 2.97% | Q1 2026 | Apr 10, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Added to | 572,887 | 39,958 | 4.14% | 4.15% | 236 | +1,066 | 0.19% | Q1 2026 | Apr 30, 2026 |
| Trek Financial, LLC | History | Reduced | 556,491 | 38,815 | 2.06% | 2.48% | 237 | -80,073 | -12.58% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 555,832 | 38,769 | 0.56% | 0.56% | 238 | +33,338 | 6.38% | Q1 2026 | Apr 10, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 873,978 | 38,578 | 2.89% | 2.46% | 239 | +111,696 | 14.65% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 572,437 | 38,479 | 2.86% | 2.86% | 240 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Lido Advisors, LLC | History | Reduced | 551,029 | 38,437 | 0.12% | 0.17% | 241 | -307,898 | -35.85% | Q1 2026 | May 13, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 547,940 | 38,218 | 4.38% | 3.13% | 242 | +148,562 | 37.2% | Q1 2026 | Apr 15, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 546,091 | 38,089 | 1.57% | 1.55% | 243 | -6,171 | -1.12% | Q1 2026 | Apr 28, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 545,669 | 38,060 | 1.18% | 1.1% | 244 | +25,847 | 4.97% | Q1 2026 | Apr 27, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 538,869 | 37,586 | 3.57% | 3.63% | 245 | -43,959 | -7.54% | Q1 2026 | May 11, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 538,809 | 37,581 | 4.51% | 4.13% | 246 | +56,398 | 11.69% | Q1 2026 | Apr 24, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 531,492 | 37,071 | 2.07% | 1.63% | 247 | +151,364 | 39.82% | Q1 2026 | Apr 29, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 527,810 | 36,844 | 2.54% | 2.69% | 248 | +65,180 | 14.09% | Q1 2026 | May 18, 2026 |
| UMB Bank, n.a. | History | Added to | 527,146 | 36,768 | 0.51% | 0.33% | 249 | +152,730 | 40.79% | Q1 2026 | May 11, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 527,586 | 36,698 | 4.54% | 4.21% | 250 | +49,931 | 10.45% | Q1 2026 | Apr 07, 2026 |
| First Financial Bank - Trust Division | History | Added to | 512,778 | 35,766 | 2.88% | 2.6% | 251 | +41,711 | 8.85% | Q1 2026 | Apr 01, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 507,751 | 35,415 | 9.21% | 9.63% | 252 | -4,640 | -0.91% | Q1 2026 | May 11, 2026 |
| Trustees of Dartmouth College | History | Reduced | 502,452 | 35,046 | 13.93% | 12.72% | 253 | -242,026 | -32.51% | Q1 2026 | May 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 498,925 | 34,800 | 1.18% | 1.04% | 254 | +58,594 | 13.31% | Q1 2026 | Apr 17, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 497,980 | 34,734 | 1.3% | 1.0% | 255 | +79,072 | 18.88% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 486,116 | 33,906 | 0.62% | 2.59% | 256 | -1,926,468 | -79.85% | Q1 2026 | May 07, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 485,232 | 33,844 | 3.8% | 3.43% | 257 | -10,077 | -2.03% | Q1 2026 | Apr 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 484,089 | 33,765 | 1.62% | 1.49% | 258 | +23,407 | 5.08% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 480,165 | 33,491 | 0.01% | 0.0% | 259 | +97,035 | 25.33% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 478,619 | 33,383 | 0.18% | 0.04% | 260 | +365,509 | 323.14% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 475,080 | 33,136 | 0.02% | 0.02% | 261 | +1,670 | 0.35% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 489,467 | 32,901 | 0.58% | 0.58% | 262 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 471,250 | 32,869 | 4.75% | 4.14% | 263 | +10,951 | 2.38% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 469,500 | 32,747 | 0.09% | 0.08% | 264 | +79,800 | 20.48% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Reduced | 466,690 | 32,551 | 0.97% | 0.97% | 265 | -9,433 | -1.98% | Q1 2026 | Apr 13, 2026 |
| TSFG, LLC | History | Added to | 462,975 | 32,293 | 4.9% | 4.62% | 266 | +2,921 | 0.63% | Q1 2026 | Apr 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 459,375 | 32,041 | 0.61% | 0.53% | 267 | -23,034 | -4.77% | Q1 2026 | Apr 22, 2026 |
| LMCG INVESTMENTS, LLC | History | Added to | 458,847 | 32,004 | 1.9% | 1.75% | 268 | +2,840 | 0.62% | Q1 2026 | Apr 29, 2026 |
| Disciplina Capital Management LLC | History | Added to | 457,971 | 31,943 | 3.39% | 2.95% | 269 | +74,018 | 19.28% | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 457,355 | 31,900 | 0.31% | 0.24% | 270 | +96,288 | 26.67% | Q1 2026 | May 08, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | New | 456,506 | 31,841 | 1.15% | — | 271 | +456,506 | New | Q1 2026 | May 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 449,411 | 31,346 | 1.56% | 1.45% | 272 | +10,835 | 2.47% | Q1 2026 | May 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 448,424 | 31,278 | 2.53% | 3.14% | 273 | -153,083 | -25.45% | Q1 2026 | Apr 28, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 448,381 | 31,274 | 5.6% | 5.05% | 274 | -35,713 | -7.38% | Q1 2026 | Apr 22, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 448,274 | 31,267 | 1.13% | 1.21% | 275 | -32,655 | -6.79% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | Added to | 444,396 | 30,996 | 0.55% | 0.35% | 276 | +140,402 | 46.19% | Q1 2026 | May 15, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 537,923 | 30,882 | 2.83% | 2.83% | 277 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 441,563 | 30,799 | 3.0% | 3.06% | 278 | -24,750 | -5.31% | Q1 2026 | Apr 29, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 441,236 | 30,776 | 1.41% | 1.45% | 279 | -54,280 | -10.95% | Q1 2026 | May 06, 2026 |
| Leverty Financial Group, LLC | History | Added to | 437,551 | 30,519 | 6.75% | 6.97% | 280 | +3,679 | 0.85% | Q1 2026 | Apr 09, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 431,527 | 30,099 | 0.6% | 0.62% | 281 | -17,582 | -3.91% | Q1 2026 | May 14, 2026 |
| Rockbridge Investment Management, LCC | History | Added to | 429,197 | 29,936 | 2.69% | 2.61% | 282 | +12,164 | 2.92% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 424,155 | 29,584 | 1.68% | 3.12% | 283 | -350,509 | -45.25% | Q1 2026 | Apr 09, 2026 |
| GAMMA Investing LLC | History | Added to | 423,794 | 29,559 | 1.38% | 1.2% | 284 | +69,256 | 19.53% | Q1 2026 | Apr 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 423,028 | 29,506 | 0.53% | 0.42% | 285 | +84,544 | 24.98% | Q1 2026 | May 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 419,998 | 29,294 | 0.33% | 0.3% | 286 | -7,284 | -1.7% | Q1 2026 | May 07, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 419,980 | 29,293 | 0.89% | 1.1% | 287 | -83,149 | -16.53% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 417,910 | 29,149 | 0.14% | 0.08% | 288 | +213,422 | 104.37% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 417,822 | 29,143 | 0.47% | 0.35% | 289 | +97,887 | 30.6% | Q1 2026 | Apr 27, 2026 |
| Inherent Management Corp. | History | No change | 415,605 | 28,988 | 14.73% | 14.34% | 290 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 411,337 | 28,690 | 0.35% | 0.34% | 291 | +5,410 | 1.33% | Q1 2026 | Apr 20, 2026 |
| Rock Creek Group LLC | History | Added to | 404,806 | 28,235 | 2.86% | 2.61% | 292 | +58,982 | 17.06% | Q1 2026 | May 11, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 404,774 | 28,233 | 3.96% | 3.55% | 293 | +23,218 | 6.09% | Q1 2026 | Apr 13, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 403,252 | 28,126 | 3.62% | 3.74% | 294 | +4,159 | 1.04% | Q1 2026 | Apr 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 402,463 | 28,071 | 0.08% | 0.07% | 295 | +36,674 | 10.03% | Q1 2026 | May 08, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Added to | 400,843 | 27,958 | 3.89% | 3.78% | 296 | +3,287 | 0.83% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 399,985 | 27,898 | 0.36% | 0.25% | 297 | +151,157 | 60.75% | Q1 2026 | May 15, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 394,104 | 27,489 | 5.61% | 4.73% | 298 | +104,329 | 36.0% | Q1 2026 | Apr 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 393,757 | 27,464 | 0.02% | 0.02% | 299 | +66,922 | 20.48% | Q1 2026 | May 15, 2026 |
| Facet Wealth, Inc. | History | Added to | 392,613 | 27,384 | 0.47% | 0.39% | 300 | +96,169 | 32.44% | Q1 2026 | May 07, 2026 |