iSHARES TRUST - IEO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dai-ichi Life International Holdings LLC | History | New | 3,005 | 375,325 | 24.62% | — | 1 | +3,005 | New | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 309,464 | 38,652 | 0.0% | 0.0% | 2 | +32,232 | 11.63% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 201,000 | 25,104 | 0.01% | — | 3 | +201,000 | New | Q1 2026 | May 12, 2026 |
| Bank Pictet & Cie (Europe) AG | History | New | 157,250 | 19,640 | 0.42% | — | 4 | +157,250 | New | Q1 2026 | Apr 14, 2026 |
| LPL Financial LLC | History | Added to | 128,188 | 16,010 | 0.0% | 0.0% | 5 | +33,550 | 35.45% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 117,066 | 14,621 | 0.0% | 0.0% | 6 | +22,413 | 23.68% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 95,142 | 11,883 | 0.0% | 0.0% | 7 | -14,847 | -13.5% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 79,475 | 9,926 | 0.05% | 0.04% | 8 | +22 | 0.03% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 63,411 | 7,920 | 0.0% | 0.0% | 9 | +30,757 | 94.19% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 61,031 | 7,622 | 0.0% | 0.0% | 10 | +4,386 | 7.74% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 59,223 | 7,396 | 0.0% | 0.0% | 11 | +1,545 | 2.68% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 54,925 | 6,860 | 0.01% | 0.01% | 12 | +2,511 | 4.79% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Added to | 49,892 | 6,231 | 0.0% | 0.0% | 13 | +6,655 | 15.39% | Q1 2026 | May 05, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | New | 46,648 | 5,826 | 2.7% | — | 14 | +46,648 | New | Q1 2026 | Apr 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 44,027 | 5,499 | 0.0% | 0.0% | 15 | -9,048 | -17.05% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 44,017 | 5,497 | 0.0% | 0.0% | 16 | +27,122 | 160.53% | Q1 2026 | May 15, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 42,750 | 5,339 | 0.46% | 0.33% | 17 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Investors Research Corp | History | Added to | 36,891 | 4,607 | 0.88% | 0.54% | 18 | +3,887 | 11.78% | Q1 2026 | Apr 03, 2026 |
| Horizon Wealth Management, LLC | History | New | 31,855 | 3,978 | 0.58% | — | 19 | +31,855 | New | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 30,313 | 3,786 | 0.08% | 0.06% | 20 | -475 | -1.54% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 29,955 | 3,741 | 0.0% | 0.0% | 21 | +5,309 | 21.54% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 27,303 | 3,410 | 0.0% | 0.0% | 22 | -4,825 | -15.02% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 25,801 | 3,222 | 0.08% | 0.05% | 23 | -350 | -1.34% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 23,929 | 2,988 | 0.08% | 0.05% | 24 | -918 | -3.69% | Q1 2026 | Apr 21, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 22,743 | 2,840 | 0.48% | 0.35% | 25 | +112 | 0.49% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 22,127 | 2,763 | 0.0% | 0.0% | 26 | +15,738 | 246.33% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 21,701 | 2,710 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 20,592 | 2,571 | 1.81% | 1.32% | 28 | -198 | -0.95% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,532 | 2,440 | 0.01% | 0.0% | 29 | +3,424 | 21.26% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,998 | 2,372 | 0.0% | 0.0% | 30 | +1,430 | 8.14% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 17,777 | 2,220 | 0.03% | — | 31 | +17,777 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 16,687 | 2,084 | 0.01% | 0.01% | 32 | +1,155 | 7.44% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 16,352 | 2,042 | 0.0% | 0.0% | 33 | +196 | 1.21% | Q1 2026 | Apr 27, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 15,530 | 1,939 | 0.55% | 0.41% | 34 | -522 | -3.25% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 15,441 | 1,928 | 0.0% | 0.0% | 35 | -1,003 | -6.1% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 14,700 | 1,836 | 0.0% | 0.0% | 36 | +5,877 | 66.61% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 13,156 | 1,643 | 0.0% | 0.0% | 37 | +1,029 | 8.49% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,873 | 1,608 | 0.0% | 0.0% | 38 | +404 | 3.24% | Q1 2026 | May 15, 2026 |
| Independent Family Office, LLC | History | No change | 12,754 | 1,592 | 0.66% | 0.48% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 12,625 | 1,576 | 0.15% | 0.17% | 40 | -7,491 | -37.24% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 11,757 | 1,491 | 0.0% | 0.0% | 41 | +618 | 5.55% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 11,345 | 1,417 | 0.0% | 0.0% | 42 | -62 | -0.54% | Q1 2026 | May 13, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 8,989 | 1,368 | 1.37% | 1.17% | 43 | -11,797 | -56.75% | Q1 2026 | May 06, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 10,230 | 1,277 | 0.03% | 0.03% | 44 | -24 | -0.23% | Q1 2026 | May 11, 2026 |
| Enclave Advisors LLC | History | No change | 10,191 | 1,272 | 0.17% | 0.13% | 45 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,223 | 1,189 | 0.0% | 0.0% | 46 | +2,479 | 36.76% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 9,200 | 1,149 | 0.0% | 0.0% | 47 | -9,948 | -51.95% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 8,974 | 1,120 | 0.0% | 0.0% | 48 | +4,770 | 113.46% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 8,859 | 1,106 | 0.0% | 0.0% | 49 | +1,341 | 17.84% | Q1 2026 | May 15, 2026 |
| PCG Wealth Advisors, LLC | History | Reduced | 8,183 | 1,022 | 0.26% | 0.23% | 50 | -930 | -10.21% | Q1 2026 | Apr 28, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 8,004 | 999 | 0.85% | 1.79% | 51 | -17,687 | -68.85% | Q1 2026 | Apr 24, 2026 |
| RiverFront Investment Group, LLC | History | Reduced | 7,377 | 921 | 0.01% | 0.01% | 52 | -319 | -4.15% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 7,039 | 879 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mezzasalma Advisors, LLC | History | Reduced | 6,958 | 869 | 0.22% | 0.17% | 54 | -978 | -12.32% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,711 | 838 | 0.0% | 0.0% | 55 | +5,750 | 598.34% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 6,187 | 772 | 0.0% | 0.0% | 56 | +25 | 0.41% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,116 | 763 | 0.0% | 0.0% | 57 | +2,612 | 74.54% | Q1 2026 | Apr 30, 2026 |
| Apollon Wealth Management, LLC | History | New | 6,012 | 750 | 0.01% | — | 58 | +6,012 | New | Q1 2026 | Apr 22, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 5,967 | 745 | 0.33% | 0.33% | 59 | -2,086 | -25.9% | Q1 2026 | May 08, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 5,918 | 739 | 0.11% | 0.09% | 60 | -518 | -8.05% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,038 | 629 | 0.0% | 0.0% | 61 | +144 | 2.94% | Q1 2026 | Apr 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 4,903 | 612 | 0.01% | 0.01% | 62 | -446 | -8.34% | Q1 2026 | May 15, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 4,893 | 611 | 0.04% | 0.02% | 63 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,751 | 593 | 0.0% | 0.0% | 64 | -851 | -15.19% | Q1 2026 | Apr 24, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 4,728 | 590 | 0.0% | 0.01% | 65 | -40,629 | -89.58% | Q1 2026 | May 04, 2026 |
| Vontobel Holding Ltd. | History | New | 4,714 | 588 | 0.0% | — | 66 | +4,714 | New | Q1 2026 | May 08, 2026 |
| Westmount Partners, LLC | History | Added to | 4,243 | 529 | 0.13% | 0.09% | 67 | +19 | 0.45% | Q1 2026 | Apr 16, 2026 |
| ALTFEST L J & CO INC | History | Added to | 4,226 | 527 | 0.06% | 0.04% | 68 | +8 | 0.19% | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,243 | 512 | 0.0% | 0.0% | 69 | +255 | 6.39% | Q1 2026 | May 12, 2026 |
| STEPHENS INC /AR/ | History | No change | 4,082 | 509 | 0.01% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 5,600 | 499 | 0.0% | 0.0% | 71 | -387 | -6.46% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,782 | 472 | 0.0% | 0.0% | 72 | -1,059 | -21.88% | Q1 2026 | May 05, 2026 |
| Poehling Capital Management, INC. | History | No change | 3,500 | 437 | 0.09% | 0.06% | 73 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,282 | 409 | 0.0% | 0.0% | 74 | +550 | 20.13% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | New | 3,020 | 377 | 0.0% | — | 75 | +3,020 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,017 | 376 | 0.0% | 0.0% | 76 | -5,551 | -64.79% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,005 | 375 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smith Partners Wealth Management, LLC | History | No change | 3,000 | 374 | 0.34% | 0.25% | 78 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,951 | 368 | 0.0% | 0.0% | 79 | +10 | 0.34% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | New | 2,595 | 324 | 0.0% | — | 80 | +2,595 | New | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 2,552 | 318 | 0.0% | 0.0% | 81 | -5,466 | -68.17% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,529 | 315 | 0.0% | 0.0% | 82 | -6,364 | -71.56% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | No change | 2,487 | 310 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Koshinski Asset Management, Inc. | History | New | 2,369 | 295 | 0.02% | — | 84 | +2,369 | New | Q1 2026 | Apr 27, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | No change | 3,293 | 293 | 0.06% | 0.06% | 85 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 2,192 | 273 | 0.08% | — | 86 | +2,192 | New | Q1 2026 | Apr 13, 2026 |
| Avior Wealth Management, LLC | History | New | 2,166 | 270 | 0.01% | — | 87 | +2,166 | New | Q1 2026 | Apr 09, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,110 | 263 | 0.0% | 0.0% | 89 | -8,270 | -79.67% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | No change | 2,110 | 263 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Belvedere Trading LLC | History | New | 2,100 | 262 | 0.0% | — | 90 | +2,100 | New | Q1 2026 | May 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 1,963 | 245 | 0.0% | — | 91 | +1,963 | New | Q1 2026 | May 08, 2026 |
| Sowell Financial Services LLC | History | New | 1,960 | 244 | 0.01% | — | 92 | +1,960 | New | Q1 2026 | Apr 20, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 1,825 | 227 | 0.07% | — | 93 | +1,825 | New | Q1 2026 | Apr 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | New | 1,817 | 226 | 0.24% | — | 94 | +1,817 | New | Q1 2026 | Apr 16, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,705 | 213 | 0.0% | 0.0% | 95 | +1,529 | 868.75% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | New | 1,516 | 201 | 0.03% | — | 96 | +1,516 | New | Q1 2026 | Apr 17, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 1,562 | 195 | 0.0% | 0.0% | 97 | -396 | -20.22% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Added to | 1,514 | 189 | 0.01% | 0.0% | 98 | +8 | 0.53% | Q1 2026 | Apr 06, 2026 |
| Western Wealth Management, LLC | History | New | 1,477 | 184 | 0.01% | — | 99 | +1,477 | New | Q1 2026 | May 19, 2026 |
| one8zero8, LLC | History | No change | 1,427 | 178 | 0.04% | 0.03% | 100 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 30,901 | 152 | 0.01% | — | 101 | +30,901 | New | Q1 2026 | Apr 24, 2026 |
| Red Tortoise LLC | History | Added to | 1,157 | 144 | 0.06% | 0.04% | 102 | +4 | 0.35% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 1,109 | 138 | 0.0% | 0.0% | 103 | +17 | 1.56% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,017 | 127 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 1,020 | 127 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 50,562 | 125 | 0.01% | 0.0% | 106 | +50,154 | 12292.65% | Q1 2026 | May 15, 2026 |
| MSA Advisors, LLC | History | New | 963 | 120 | 0.04% | — | 107 | +963 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 853 | 102 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 800 | 99 | 0.01% | 0.01% | 109 | -500 | -38.46% | Q1 2026 | Apr 23, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 725 | 90 | 0.01% | 0.0% | 110 | -6 | -0.82% | Q1 2026 | Apr 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 712 | 88 | 0.0% | 0.0% | 111 | -1 | -0.14% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 700 | 86 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 526 | 65 | 0.0% | 0.0% | 113 | +326 | 163.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 500 | 62 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 404 | 50 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 550 | 49 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 377 | 47 | 0.01% | 0.0% | 117 | +177 | 88.5% | Q1 2026 | Apr 28, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 370 | 46 | 0.01% | 0.01% | 118 | -68 | -15.53% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 368 | 45 | 0.0% | — | 119 | +368 | New | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | No change | 315 | 39 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| SIMPLEX TRADING, LLC | History | New | 289 | 36 | 0.0% | — | 122 | +289 | New | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 291 | 36 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | New | 300 | 34 | 0.0% | — | 125 | +300 | New | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 275 | 34 | 0.0% | 0.0% | 123 | +150 | 120.0% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 277 | 34 | 0.0% | 0.0% | 124 | +1 | 0.36% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 360 | 32 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 244 | 28 | 0.03% | 0.03% | 128 | +2 | 0.83% | Q1 2026 | Apr 29, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 225 | 28 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Reduced | 219 | 27 | 0.0% | 0.0% | 129 | -3 | -1.35% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 209 | 26 | 0.0% | 0.0% | 130 | +150 | 254.24% | Q1 2026 | May 13, 2026 |
| HOWE & RUSLING INC | History | No change | 202 | 25 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 200 | 24 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO | History | No change | 203 | 24 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 200 | 24 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 187 | 23 | 0.01% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 176 | 21 | 0.01% | — | 136 | +176 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 158 | 19 | 0.0% | 0.0% | 138 | +1 | 0.64% | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | Added to | 158 | 19 | 0.01% | 0.01% | 139 | +1 | 0.64% | Q1 2026 | May 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 154 | 19 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Abound Wealth Management | History | No change | 158 | 19 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Avion Wealth | History | No change | 150 | 18 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 135 | 16 | 0.0% | — | 143 | +135 | New | Q1 2026 | Apr 27, 2026 |
| Nova Wealth Management, Inc. | History | No change | 130 | 16 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 124 | 15 | 0.0% | 0.0% | 144 | +74 | 148.0% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | Added to | 127 | 15 | 0.0% | 0.0% | 145 | +1 | 0.79% | Q1 2026 | Apr 22, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 100 | 12 | 0.0% | 0.01% | 146 | -124 | -55.36% | Q1 2026 | Apr 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 100 | 12 | 0.0% | — | 148 | +100 | New | Q1 2026 | May 01, 2026 |
| Destiny Wealth Partners, LLC | History | New | 100 | 12 | 0.0% | — | 149 | +100 | New | Q1 2026 | May 11, 2026 |
| Roxbury Financial LLC | History | Added to | 102 | 12 | 0.01% | 0.01% | 147 | +1 | 0.99% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | New | 91 | 11 | 0.0% | — | 150 | +91 | New | Q1 2026 | May 14, 2026 |
| Tidemark, LLC | History | New | 70 | 8 | 0.0% | — | 155 | +70 | New | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 69 | 8 | 0.0% | — | 154 | +69 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 70 | 8 | 0.0% | 0.0% | 151 | -18 | -20.45% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 71 | 8 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | No change | 69 | 8 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Wagner Wealth Management, LLC | History | New | 57 | 7 | 0.0% | — | 157 | +57 | New | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 57 | 7 | 0.0% | 0.0% | 156 | -1 | -1.72% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 50 | 6 | 0.0% | 0.0% | 160 | -334 | -86.98% | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 50 | 6 | 0.0% | 0.0% | 162 | +1 | 2.04% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 74 | 6 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRIVATE TRUST CO NA | History | No change | 50 | 6 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Princeton Global Asset Management LLC | History | No change | 51 | 6 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 42 | 5 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Scarborough Advisors, LLC | History | New | 37 | 4 | 0.0% | — | 166 | +37 | New | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | No change | 35 | 4 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 39 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MCF Advisors LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Morse Asset Management, Inc | History | No change | 22 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 10 | 1 | 0.0% | — | 169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 11 | 1 | 0.0% | — | 170 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BEARING POINT CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -14,888 | -100.0% | Q1 2026 | May 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,755 | -100.0% | Q1 2026 | May 11, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Closed out | 0 | 0 | — | 0.41% | — | -8,755 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -6,263 | -100.0% | Q1 2026 | May 15, 2026 |
| Tradewinds, LLC. | History | Closed out | 0 | 0 | — | 0.12% | — | -5,465 | -100.0% | Q1 2026 | May 04, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,215 | -100.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,786 | -100.0% | Q1 2026 | May 14, 2026 |
| VIAWEALTH, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -2,782 | -100.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,451 | -100.0% | Q1 2026 | May 15, 2026 |
| STEPH & CO | History | Closed out | 0 | 0 | — | 0.01% | — | -592 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -254 | -100.0% | Q1 2026 | May 11, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -167 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 01, 2026 |
| ALERUS FINANCIAL NA | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PFS Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |