iSHARES TRUST - IEV
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
316 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,142,933 | 145,590 | 0.01% | 0.01% | 1 | +150,805 | 7.57% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,221,141 | 80,399 | 0.01% | 0.01% | 2 | -52,291 | -4.11% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 828,256 | 56,271 | 0.01% | 0.01% | 3 | +67,306 | 8.84% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 494,719 | 33,611 | 0.01% | 0.01% | 4 | +32,584 | 7.05% | Q1 2026 | May 11, 2026 |
| BARINGS LLC | History | Reduced | 469,187 | 31,876 | 0.51% | 0.6% | 5 | -3,091 | -0.65% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 447,869 | 30,428 | 0.96% | — | 6 | +447,869 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 367,474 | 24,966 | 0.0% | 0.0% | 7 | +27,139 | 7.97% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 299,144 | 20,324 | 0.0% | 0.0% | 8 | -104,586 | -25.9% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 283,401 | 19,254 | 0.01% | 0.01% | 9 | +214 | 0.08% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 258,888 | 17,588 | 0.0% | 0.0% | 10 | +21,678 | 9.14% | Q1 2026 | May 04, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 258,074 | 17,533 | 0.89% | 0.19% | 11 | +203,995 | 377.22% | Q1 2026 | May 04, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 237,973 | 16,167 | 0.01% | 0.05% | 12 | -617,832 | -72.19% | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 198,865 | 13,510 | 0.79% | 0.86% | 13 | -3,624 | -1.79% | Q1 2026 | Apr 23, 2026 |
| LPL Financial LLC | History | Reduced | 197,033 | 13,386 | 0.0% | 0.0% | 14 | -45,554 | -18.78% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 196,010 | 13,316 | 0.0% | 0.0% | 15 | +121,359 | 162.57% | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | New | 187,000 | 12,704 | 0.01% | — | 16 | +187,000 | New | Q1 2026 | May 11, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 132,318 | 8,989 | 3.12% | 3.35% | 17 | -1,295 | -0.97% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 116,686 | 7,927 | 0.04% | 0.04% | 18 | +3,892 | 3.45% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 115,425 | 7,841 | 0.06% | 0.11% | 19 | -25,169 | -17.9% | Q1 2026 | May 15, 2026 |
| Karpus Management, Inc. | History | Reduced | 112,561 | 7,647 | 0.24% | 0.24% | 20 | -2,895 | -2.51% | Q1 2026 | May 14, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 106,420 | 7,230 | 0.9% | 0.92% | 21 | -3,258 | -2.97% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 100,130 | 6,802 | 0.07% | 0.08% | 22 | -25,141 | -20.07% | Q1 2026 | May 08, 2026 |
| Dorsey Wright & Associates | History | Added to | 89,822 | 6,102 | 0.76% | 0.66% | 23 | +45,425 | 102.32% | Q1 2026 | May 06, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 82,985 | 5,940 | 2.96% | 3.27% | 24 | -3,964 | -4.56% | Q1 2026 | May 01, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | Reduced | 83,620 | 5,681 | 0.4% | 0.53% | 25 | -39,959 | -32.33% | Q1 2026 | May 04, 2026 |
| Nvest Financial, LLC | History | Added to | 74,600 | 5,068 | 1.89% | 1.91% | 26 | +7,539 | 11.24% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 71,607 | 4,864 | 0.01% | 0.01% | 27 | +2,929 | 4.26% | Q1 2026 | May 13, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 62,184 | 4,224 | 0.93% | 0.95% | 28 | -14 | -0.02% | Q1 2026 | Apr 23, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 59,166 | 4,019 | 0.46% | 0.23% | 29 | +30,227 | 104.45% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 58,633 | 3,983 | 0.02% | 0.03% | 30 | -2,107 | -3.47% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Added to | 58,595 | 3,980 | 0.01% | 0.01% | 31 | +19,357 | 49.33% | Q1 2026 | May 12, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 56,673 | 3,850 | 4.1% | 4.56% | 32 | -3,128 | -5.23% | Q1 2026 | May 04, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 52,994 | 3,600 | 0.01% | 0.01% | 33 | +8,784 | 19.87% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 52,801 | 3,587 | 0.03% | 0.03% | 34 | -5,279 | -9.09% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 49,675 | 3,374 | 0.0% | 0.0% | 35 | +3,843 | 8.38% | Q1 2026 | May 14, 2026 |
| Providence First Trust Co | History | Added to | 49,510 | 3,363 | 1.18% | 1.1% | 36 | +2,998 | 6.45% | Q1 2026 | May 04, 2026 |
| Keebeck Wealth Management | History | Reduced | 48,827 | 3,317 | 0.37% | 0.43% | 37 | -4,896 | -9.11% | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 44,878 | 3,049 | 0.32% | 0.32% | 38 | +1,246 | 2.86% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 43,561 | 2,960 | 0.02% | 0.03% | 39 | -7,131 | -14.07% | Q1 2026 | Apr 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 42,973 | 2,919 | 0.0% | 0.0% | 40 | -21,366 | -33.21% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 40,687 | 2,764 | 0.07% | 0.07% | 42 | -1,871 | -4.4% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 40,685 | 2,764 | 0.07% | 0.09% | 41 | +596 | 1.49% | Q1 2026 | May 11, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 40,337 | 2,740 | 0.13% | 0.15% | 43 | -9,000 | -18.24% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 38,070 | 2,586 | 0.01% | 0.01% | 44 | -8,091 | -17.53% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 36,838 | 2,502 | 0.0% | 0.0% | 45 | -938 | -2.48% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 34,916 | 2,372 | 0.0% | 0.0% | 46 | -2,916 | -7.71% | Q1 2026 | May 12, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 30,437 | 2,067 | 0.74% | 0.76% | 47 | -285 | -0.93% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 29,731 | 2,019 | 0.0% | 0.0% | 48 | -6,870 | -18.77% | Q1 2026 | May 15, 2026 |
| Synergy Asset Management, LLC | History | New | 28,982 | 1,969 | 0.21% | — | 49 | +28,982 | New | Q1 2026 | May 13, 2026 |
| Meridian Wealth Management, LLC | History | No change | 28,174 | 1,914 | 0.07% | 0.07% | 50 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Amundi | History | No change | 27,991 | 1,901 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 26,876 | 1,843 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 26,850 | 1,824 | 0.38% | 0.39% | 53 | -415 | -1.52% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 26,587 | 1,806 | 0.0% | 0.0% | 54 | +12,751 | 92.16% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 26,300 | 1,786 | 0.0% | 0.0% | 55 | +4,660 | 21.53% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 25,574 | 1,737 | 0.0% | 0.0% | 56 | -7,317 | -22.25% | Q1 2026 | May 15, 2026 |
| swisspartners Advisors Ltd | History | No change | 25,580 | 1,724 | 1.08% | 1.27% | 57 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Reduced | 24,863 | 1,689 | 0.0% | 0.0% | 58 | -172 | -0.69% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | New | 24,772 | 1,683 | 0.01% | — | 59 | +24,772 | New | Q1 2026 | Apr 27, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 24,675 | 1,676 | 0.03% | — | 60 | +24,675 | New | Q1 2026 | May 15, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 24,547 | 1,667 | 0.24% | 0.24% | 61 | -672 | -2.66% | Q1 2026 | Apr 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 23,152 | 1,572 | 0.01% | 0.01% | 62 | -1,072 | -4.43% | Q1 2026 | Apr 30, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 23,039 | 1,565 | 1.12% | 1.1% | 63 | -184 | -0.79% | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 22,642 | 1,538 | 0.0% | 0.0% | 64 | -7,395 | -24.62% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 21,868 | 1,486 | 0.0% | 0.0% | 65 | +5,343 | 32.33% | Q1 2026 | Apr 30, 2026 |
| Asempa Wealth Advisors | History | Reduced | 20,749 | 1,430 | 1.25% | 1.24% | 66 | -195 | -0.93% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 20,621 | 1,414 | 0.0% | 0.0% | 67 | +17,655 | 595.25% | Q1 2026 | Apr 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 20,732 | 1,408 | 0.03% | 0.02% | 68 | +2,067 | 11.07% | Q1 2026 | May 07, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 20,284 | 1,378 | 0.19% | 0.19% | 69 | +674 | 3.44% | Q1 2026 | Apr 13, 2026 |
| Cerity Partners LLC | History | Reduced | 20,235 | 1,374 | 0.0% | 0.0% | 70 | -153 | -0.75% | Q1 2026 | May 15, 2026 |
| Stelac Advisory Services LLC | History | Added to | 20,139 | 1,368 | 0.28% | 0.43% | 71 | +2,494 | 14.13% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 20,072 | 1,363 | 0.0% | 0.0% | 72 | -932 | -4.44% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 19,427 | 1,319 | 0.01% | 0.01% | 73 | +809 | 4.35% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 19,335 | 1,313 | 0.02% | 0.03% | 74 | -2,120 | -9.88% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 19,319 | 1,312 | 0.0% | 0.02% | 75 | -65,643 | -77.26% | Q1 2026 | Jun 02, 2026 |
| Strategic Blueprint, LLC | History | Added to | 19,325 | 1,312 | 0.08% | 0.08% | 76 | +63 | 0.33% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 19,253 | 1,308 | 0.0% | 0.0% | 77 | -14,371 | -42.74% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 19,078 | 1,296 | 0.0% | 0.0% | 78 | -914 | -4.57% | Q1 2026 | May 01, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 18,325 | 1,245 | 0.49% | 0.49% | 79 | -145 | -0.79% | Q1 2026 | May 07, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 18,307 | 1,243 | 0.0% | 0.0% | 80 | +1,596 | 9.55% | Q1 2026 | May 14, 2026 |
| Rathbones Group PLC | History | Reduced | 18,138 | 1,232 | 0.01% | 0.01% | 81 | -830 | -4.38% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 18,197 | 1,231 | 0.0% | 0.0% | 82 | +424 | 2.39% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 16,852 | 1,144 | 0.0% | 0.0% | 83 | +2,204 | 15.05% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 16,307 | 1,107 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 16,224 | 1,102 | 0.36% | 0.43% | 85 | -2,600 | -13.81% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Added to | 15,994 | 1,086 | 0.01% | 0.0% | 86 | +1,236 | 8.38% | Q1 2026 | Apr 24, 2026 |
| Hibernia Wealth Partners, LLC | History | New | 15,944 | 1,083 | 0.32% | — | 87 | +15,944 | New | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 15,423 | 1,047 | 0.01% | 0.0% | 88 | +8,184 | 113.05% | Q1 2026 | May 13, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 15,345 | 1,042 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 15,227 | 1,034 | 0.13% | 0.13% | 90 | -161 | -1.05% | Q1 2026 | Apr 23, 2026 |
| Brookstone Capital Management | History | Reduced | 14,481 | 983 | 0.01% | 0.01% | 91 | -1,136 | -7.27% | Q1 2026 | Apr 16, 2026 |
| First Growth Capital LLC | History | Reduced | 14,072 | 969 | 0.87% | 0.92% | 92 | -141 | -0.99% | Q1 2026 | May 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 13,890 | 943 | 0.0% | 0.0% | 93 | -160 | -1.14% | Q1 2026 | May 13, 2026 |
| Bridgewater Advisors Inc. | History | No change | 13,000 | 936 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| High Falls Advisors, Inc | History | No change | 13,426 | 921 | 0.19% | 0.19% | 95 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 13,429 | 912 | 0.09% | 0.09% | 96 | -50 | -0.37% | Q1 2026 | Apr 30, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 13,303 | 903 | 0.12% | 0.13% | 97 | -350 | -2.56% | Q1 2026 | Apr 21, 2026 |
| MA Private Wealth | History | No change | 13,121 | 891 | 0.15% | 0.15% | 98 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 13,028 | 885 | 0.0% | 0.0% | 99 | +31 | 0.24% | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 12,881 | 875 | 0.03% | 0.04% | 100 | -3,357 | -20.67% | Q1 2026 | May 11, 2026 |
| Finley Financial, LLC | History | Added to | 12,735 | 865 | 0.4% | 0.38% | 102 | +715 | 5.95% | Q1 2026 | Apr 22, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 12,737 | 865 | 0.35% | 0.37% | 101 | +25 | 0.2% | Q1 2026 | May 06, 2026 |
| Westhampton Capital, LLC | History | No change | 12,388 | 841 | 0.39% | 0.4% | 103 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 12,100 | 822 | 0.03% | 0.03% | 104 | -2,380 | -16.44% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 11,923 | 810 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 11,769 | 799 | 0.04% | 0.05% | 106 | -422 | -3.46% | Q1 2026 | Apr 29, 2026 |
| 5T Wealth, LLC | History | Reduced | 11,745 | 797 | 0.31% | 0.34% | 107 | -740 | -5.93% | Q1 2026 | Apr 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 11,660 | 792 | 0.01% | 0.01% | 108 | -450 | -3.72% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 10,954 | 780 | 0.11% | 0.11% | 109 | +81 | 0.74% | Q1 2026 | Apr 28, 2026 |
| Balance Wealth, LLC | History | Added to | 11,029 | 749 | 0.23% | 0.24% | 110 | +18 | 0.16% | Q1 2026 | Apr 20, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 10,772 | 731 | 0.03% | 0.03% | 111 | +364 | 3.5% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,756 | 730 | 0.0% | 0.0% | 112 | -1,446 | -11.85% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 10,706 | 727 | 0.01% | 0.01% | 113 | -320 | -2.9% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 10,694 | 726 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signet Private Wealth LLC | History | Added to | 10,201 | 693 | 0.66% | 0.47% | 115 | +3,067 | 42.99% | Q1 2026 | Apr 29, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 9,998 | 679 | 0.46% | 0.47% | 117 | +70 | 0.71% | Q1 2026 | May 04, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 10,000 | 679 | 0.5% | 0.48% | 116 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,310 | 675 | 0.0% | 0.0% | 118 | +4,010 | 63.65% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Reduced | 9,910 | 673 | 0.02% | 0.02% | 119 | -459 | -4.43% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 9,348 | 669 | 0.02% | — | 120 | +9,348 | New | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Added to | 9,732 | 661 | 0.03% | 0.03% | 121 | +289 | 3.06% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,651 | 655 | 0.0% | 0.0% | 122 | +890 | 10.16% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 9,291 | 640 | 0.03% | 0.03% | 124 | -370 | -3.83% | Q1 2026 | Apr 27, 2026 |
| METLIFE INC | History | Added to | 9,498 | 640 | 5.19% | 5.3% | 123 | +160 | 1.71% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 8,156 | 639 | 0.0% | 0.0% | 125 | -1,457 | -15.16% | Q1 2026 | May 14, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 9,400 | 638 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,046 | 623 | 0.01% | 0.0% | 127 | +3,096 | 52.03% | Q1 2026 | Apr 07, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 9,167 | 622 | 0.39% | 0.42% | 128 | -693 | -7.03% | Q1 2026 | Apr 15, 2026 |
| Dentgroup LLC | History | No change | 8,900 | 610 | 0.42% | 0.42% | 129 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Certified Advisory Corp | History | No change | 8,927 | 606 | 0.05% | 0.06% | 130 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 8,834 | 600 | 0.06% | 0.05% | 131 | +645 | 7.88% | Q1 2026 | May 14, 2026 |
| VestGen Investment Management | History | Added to | 8,765 | 595 | 0.33% | 0.31% | 132 | +688 | 8.52% | Q1 2026 | May 12, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 8,630 | 586 | 0.03% | 0.04% | 133 | +4,315 | 100.0% | Q1 2026 | Apr 22, 2026 |
| Lansing Street Advisors | History | Added to | 8,618 | 585 | 0.15% | 0.14% | 134 | +457 | 5.6% | Q1 2026 | Apr 28, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 8,090 | 549 | 0.0% | 0.0% | 135 | -2,073 | -20.4% | Q1 2026 | May 05, 2026 |
| LCNB CORP | History | Added to | 8,050 | 546 | 0.18% | 0.09% | 136 | +4,050 | 101.25% | Q1 2026 | May 11, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 7,735 | 525 | 0.16% | 0.16% | 137 | -109 | -1.39% | Q1 2026 | Apr 13, 2026 |
| Integris Wealth Management, LLC | History | No change | 7,708 | 523 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Reduced | 7,655 | 520 | 0.01% | 0.01% | 139 | -3 | -0.04% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 7,566 | 514 | 0.0% | 0.0% | 140 | -9,434 | -55.49% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,543 | 512 | 0.01% | 0.01% | 141 | -1,384 | -15.5% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Added to | 7,191 | 488 | 0.0% | 0.0% | 142 | +252 | 3.63% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 7,193 | 488 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Brown Miller Wealth Management, LLC | History | No change | 7,134 | 484 | 0.14% | 0.14% | 144 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 7,134 | 484 | 0.02% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 7,108 | 482 | 0.07% | 0.06% | 146 | +1,626 | 29.66% | Q1 2026 | Apr 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 7,021 | 477 | 0.45% | 0.47% | 147 | -497 | -6.61% | Q1 2026 | May 08, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 7,014 | 476 | 0.4% | 0.42% | 148 | -262 | -3.6% | Q1 2026 | May 14, 2026 |
| Jacobs Equity LLC | History | No change | 7,010 | 476 | 0.43% | 0.46% | 149 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EFG International AG | History | No change | 6,985 | 474 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 6,933 | 471 | 0.17% | 0.18% | 151 | -1 | -0.01% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | New | 6,931 | 470 | 0.01% | — | 152 | +6,931 | New | Q1 2026 | May 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 6,855 | 465 | 0.01% | 0.02% | 153 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BANQUE PICTET & CIE SA | History | New | 6,740 | 457 | 0.0% | — | 154 | +6,740 | New | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,725 | 456 | 0.01% | 0.01% | 155 | +1,406 | 26.43% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | No change | 6,640 | 451 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Canal Capital Management, LLC | History | Reduced | 6,623 | 449 | 0.06% | 0.07% | 157 | -132 | -1.95% | Q1 2026 | Apr 27, 2026 |
| Hedges Asset Management LLC | History | No change | 6,500 | 445 | 0.31% | 0.31% | 158 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 6,029 | 431 | 0.08% | 0.09% | 159 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 6,262 | 425 | 0.1% | 0.11% | 160 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 6,192 | 420 | 0.0% | 0.0% | 161 | +3,570 | 136.16% | Q1 2026 | May 08, 2026 |
| Gibbs Wealth Management | History | Added to | 6,075 | 412 | 0.05% | 0.06% | 162 | +2,283 | 60.21% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,048 | 410 | 0.0% | 0.0% | 163 | +650 | 12.04% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 5,838 | 396 | 0.0% | 0.0% | 164 | -59 | -1.0% | Q1 2026 | Apr 13, 2026 |
| Dunhill Financial, LLC | History | Added to | 5,735 | 389 | 0.09% | 0.06% | 165 | +2,284 | 66.18% | Q1 2026 | May 06, 2026 |
| BROWN ADVISORY INC | History | Added to | 5,700 | 387 | 0.0% | 0.0% | 166 | +1,985 | 53.43% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 5,320 | 380 | 0.01% | 0.01% | 167 | +681 | 14.68% | Q1 2026 | May 04, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 5,600 | 380 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,521 | 375 | 0.0% | 0.0% | 169 | -493 | -8.2% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,437 | 372 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Stokes Family Office, LLC | History | No change | 5,400 | 366 | 0.04% | 0.03% | 171 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | New | 5,362 | 364 | 0.01% | — | 172 | +5,362 | New | Q1 2026 | Apr 14, 2026 |
| Cannell & Spears LLC | History | No change | 5,300 | 360 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Empire Life Investments Inc. | History | No change | 5,148 | 354 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,199 | 353 | 0.0% | — | 175 | +5,199 | New | Q1 2026 | May 01, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 5,181 | 351 | 0.14% | 0.14% | 176 | -62 | -1.18% | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | No change | 5,021 | 341 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,000 | 339 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 26, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 5,000 | 339 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 4,871 | 334 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 4,896 | 332 | 0.13% | 0.09% | 181 | -311 | -5.97% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | Reduced | 4,785 | 325 | 0.0% | 0.01% | 183 | -37,186 | -88.6% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 4,795 | 325 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,703 | 319 | 0.01% | 0.01% | 184 | -241 | -4.87% | Q1 2026 | Apr 27, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 4,621 | 313 | 0.03% | 0.03% | 185 | +505 | 12.27% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,616 | 313 | 0.0% | 0.0% | 186 | +500 | 12.15% | Q1 2026 | Apr 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 4,606 | 312 | 0.27% | 0.27% | 187 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,583 | 311 | 0.0% | 0.0% | 188 | +596 | 14.95% | Q1 2026 | May 13, 2026 |
| W ADVISORS, LLC | History | Added to | 4,590 | 311 | 0.16% | 0.16% | 189 | +31 | 0.68% | Q1 2026 | Apr 29, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 4,500 | 305 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 4,500 | 305 | 0.04% | 0.03% | 191 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,398 | 298 | 0.0% | 0.0% | 192 | +1,011 | 29.85% | Q1 2026 | Apr 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 4,351 | 295 | 0.0% | 0.0% | 193 | +427 | 10.88% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 4,315 | 293 | 0.01% | 0.01% | 194 | -646 | -13.02% | Q1 2026 | May 15, 2026 |
| Yoffe Investment Management, LLC | History | No change | 4,327 | 293 | 0.38% | 0.38% | 195 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | No change | 4,175 | 283 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,040 | 274 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Quadrature Capital Ltd | History | Reduced | 4,015 | 272 | 0.0% | 0.01% | 198 | -6,108 | -60.34% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | Reduced | 2,902 | 271 | 0.03% | 0.03% | 199 | -756 | -20.67% | Q1 2026 | Apr 30, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 4,000 | 271 | 0.18% | 0.18% | 200 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Banco Santander, S.A. | History | Reduced | 3,901 | 265 | 0.0% | 0.0% | 201 | -283 | -6.76% | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,892 | 264 | 0.02% | 0.02% | 202 | -53 | -1.34% | Q1 2026 | Apr 17, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 3,900 | 264 | 0.21% | 0.21% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,865 | 262 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 3,854 | 261 | 0.04% | 0.04% | 205 | -522 | -11.93% | Q1 2026 | Apr 20, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 3,827 | 260 | 0.01% | 0.01% | 206 | -582 | -13.2% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,820 | 259 | 0.03% | — | 207 | +3,820 | New | Q1 2026 | May 15, 2026 |
| Ironwood Financial, llc | History | Reduced | 3,714 | 252 | 0.04% | 0.05% | 208 | -210 | -5.35% | Q1 2026 | Apr 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,654 | 248 | 0.0% | 0.0% | 209 | +355 | 10.76% | Q1 2026 | May 13, 2026 |
| Accelerate Investment Advisors LLC | History | Reduced | 3,628 | 246 | 0.16% | 0.21% | 210 | -882 | -19.56% | Q1 2026 | Apr 13, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 3,573 | 242 | 0.09% | — | 211 | +3,573 | New | Q1 2026 | Apr 14, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 3,550 | 241 | 0.02% | 0.01% | 212 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 3,476 | 236 | 0.29% | 7.79% | 214 | -217,320 | -98.43% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | No change | 3,477 | 236 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Strong Retirement Solutions LLC | History | No change | 3,445 | 234 | 0.16% | 0.16% | 215 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Regal Investment Advisors LLC | History | New | 3,415 | 232 | 0.01% | — | 217 | +3,415 | New | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 3,177 | 232 | 0.02% | 0.02% | 216 | -713 | -18.33% | Q1 2026 | Apr 29, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 3,350 | 227 | 0.07% | 0.07% | 218 | -67 | -1.96% | Q1 2026 | Apr 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 3,267 | 221 | 0.01% | 0.01% | 219 | -30 | -0.91% | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,201 | 220 | 0.0% | 0.0% | 220 | +1,451 | 82.91% | Q1 2026 | May 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 3,193 | 216 | 0.01% | 0.01% | 221 | -50 | -1.54% | Q1 2026 | Apr 16, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 3,165 | 215 | 0.12% | 0.12% | 222 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MGO ONE SEVEN LLC | History | New | 3,158 | 214 | 0.0% | — | 223 | +3,158 | New | Q1 2026 | May 14, 2026 |
| Foguth Wealth Management, LLC. | History | New | 2,906 | 212 | 0.02% | — | 224 | +2,906 | New | Q1 2026 | Jun 01, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 3,068 | 208 | 0.01% | — | 225 | +3,068 | New | Q1 2026 | May 12, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,050 | 207 | 0.06% | 0.06% | 226 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vident Advisory, LLC | History | No change | 3,030 | 205 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | No change | 3,000 | 203 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,588 | 175 | 0.0% | 0.0% | 229 | +2,540 | 5291.67% | Q1 2026 | May 13, 2026 |
| LOM Asset Management Ltd | History | No change | 2,285 | 155 | 0.04% | 0.05% | 230 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,100 | 143 | 0.04% | 0.05% | 231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Osbon Capital Management LLC | History | No change | 2,055 | 139 | 0.11% | 0.13% | 232 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,057 | 135 | 0.0% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,969 | 133 | 0.0% | 0.11% | 234 | -43,509 | -95.67% | Q1 2026 | Apr 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,890 | 132 | 0.0% | 0.0% | 235 | -259 | -12.05% | Q1 2026 | May 06, 2026 |
| Strategic Investment Advisors / MI | History | New | 1,925 | 130 | 0.01% | — | 236 | +1,925 | New | Q1 2026 | May 18, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 1,872 | 128 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,800 | 122 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Advisors | History | Reduced | 1,766 | 119 | 0.01% | 0.01% | 239 | -425 | -19.4% | Q1 2026 | May 12, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 1,706 | 115 | 0.02% | 0.03% | 240 | -321 | -15.84% | Q1 2026 | Apr 14, 2026 |
| New Republic Capital, LLC | History | Reduced | 1,666 | 113 | 0.04% | 0.04% | 241 | -280 | -14.39% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,635 | 111 | 0.0% | 0.0% | 242 | -955 | -36.87% | Q1 2026 | Apr 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,647 | 111 | 0.02% | 0.02% | 243 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Smithfield Trust Co | History | No change | 1,533 | 104 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,534 | 104 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,525 | 103 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 1,515 | 102 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 1,500 | 101 | 0.01% | 0.01% | 249 | +300 | 25.0% | Q1 2026 | May 05, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,500 | 101 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IAG Wealth Partners, LLC | History | No change | 1,160 | 78 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 1,124 | 76 | 0.06% | 0.05% | 251 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,113 | 75 | 0.0% | 0.0% | 252 | +662 | 146.78% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,090 | 74 | 0.0% | 0.0% | 253 | +538 | 97.46% | Q1 2026 | May 14, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,089 | 73 | 0.04% | 0.04% | 254 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,000 | 68 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Missouri Trust & Investment Co | History | No change | 1,005 | 68 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 921 | 63 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 819 | 55 | 0.0% | 0.01% | 258 | -1,540 | -65.28% | Q1 2026 | Apr 16, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 819 | 55 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Grove Bank & Trust | History | No change | 800 | 54 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Reduced | 783 | 53 | 0.0% | 0.0% | 261 | -2,197 | -73.72% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 680 | 46 | 0.0% | 0.01% | 262 | -320 | -32.0% | Q1 2026 | Apr 23, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 627 | 42 | 0.04% | 0.03% | 263 | +236 | 60.36% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 613 | 41 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 600 | 40 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 587 | 39 | 0.01% | — | 267 | +587 | New | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | No change | 585 | 39 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 564 | 38 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 530 | 36 | 0.0% | 0.0% | 269 | +280 | 112.0% | Q1 2026 | May 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 490 | 33 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Global Assets Advisory, LLC | History | New | 326 | 32 | 0.01% | — | 271 | +326 | New | Q1 2026 | May 01, 2026 |
| Magnolia Wealth Management, LLC | History | New | 413 | 28 | 0.02% | — | 272 | +413 | New | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 401 | 27 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aberdeen Wealth Management LLC | History | No change | 400 | 27 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ransom Advisory, Ltd | History | No change | 350 | 24 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Ascentis Independent Advisors | History | New | 346 | 23 | 0.0% | — | 277 | +346 | New | Q1 2026 | Apr 28, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 349 | 23 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 302 | 20 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 300 | 20 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | No change | 283 | 19 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CDKV HOLDINGS LLC | History | No change | 288 | 19 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 270 | 18 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Added to | 227 | 15 | 0.0% | 0.0% | 283 | +100 | 78.74% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | No change | 170 | 12 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Your Advocates Ltd., LLP | History | No change | 163 | 11 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Synergy Investment Management, LLC | History | New | 120 | 8 | 0.0% | — | 287 | +120 | New | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 123 | 8 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 79 | 5 | 0.0% | 0.0% | 288 | -93 | -54.07% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | No change | 78 | 5 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 59 | 4 | 0.0% | — | 291 | +59 | New | Q1 2026 | Apr 17, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 62 | 4 | 0.0% | 0.0% | 290 | +28 | 82.35% | Q1 2026 | Apr 21, 2026 |
| VANGUARD ADVISERS INC | History | New | 40 | 2 | 0.0% | — | 295 | +40 | New | Q1 2026 | May 08, 2026 |
| Salomon & Ludwin, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EPG Wealth Management LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 40 | 2 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 28 | 1 | 0.0% | 0.0% | 296 | -189 | -87.1% | Q1 2026 | May 15, 2026 |
| Financially Speaking Inc | History | Added to | 20 | 1 | 0.0% | — | 297 | +14 | 233.33% | Q1 2026 | Apr 07, 2026 |
| SeaBridge Investment Advisors LLC | History | Closed out | 0 | 0 | — | 1.06% | — | -93,564 | -100.0% | Q1 2026 | Apr 28, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 1.71% | — | -48,858 | -100.0% | Q1 2026 | May 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -47,290 | -100.0% | Q1 2026 | May 14, 2026 |