iSHARES TRUST - IGE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 1,111,269 | 69,943 | 0.0% | 0.0% | 1 | +294,631 | 36.08% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 998,585 | 62,850 | 0.0% | 0.0% | 2 | +507,385 | 103.29% | Q1 2026 | May 15, 2026 |
| CITIZENS & NORTHERN CORP | History | Reduced | 469,769 | 29,567 | 7.37% | 6.13% | 3 | -22,767 | -4.62% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 317,295 | 19,970 | 0.05% | 0.04% | 4 | +43,506 | 15.89% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 272,059 | 17,123 | 0.0% | 0.0% | 5 | -2,329 | -0.85% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 271,770 | 17,105 | 0.0% | 0.0% | 6 | +19,417 | 7.69% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 266,792 | 16,792 | 0.0% | 0.0% | 7 | +40,210 | 17.75% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 230,064 | 14,480 | 0.28% | 0.12% | 8 | +105,374 | 84.51% | Q1 2026 | Apr 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 217,897 | 13,714 | 0.0% | 0.0% | 9 | +62,891 | 40.57% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 195,538 | 12,307 | 0.06% | 0.05% | 10 | +30,439 | 18.44% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 193,886 | 12,203 | 0.06% | 0.1% | 11 | -83,209 | -30.03% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 173,706 | 10,933 | 0.0% | 0.0% | 12 | -24,035 | -12.15% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 168,545 | 10,608 | 0.0% | 0.0% | 13 | +102,508 | 155.23% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 152,298 | 9,585 | 0.29% | 0.23% | 14 | -655 | -0.43% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 150,200 | 9,453 | 0.0% | 0.0% | 15 | +49,700 | 49.45% | Q1 2026 | May 12, 2026 |
| Norris Financial Group, LLC | History | New | 141,888 | 8,930 | 2.91% | — | 16 | +141,888 | New | Q1 2026 | May 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 136,300 | 8,578 | 0.0% | 0.0% | 17 | +1,449 | 1.07% | Q1 2026 | May 08, 2026 |
| Karpus Management, Inc. | History | New | 127,079 | 7,998 | 0.25% | — | 18 | +127,079 | New | Q1 2026 | May 14, 2026 |
| MinichMacGregor Wealth Management, LLC | History | New | 127,042 | 7,996 | 1.41% | — | 19 | +127,042 | New | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 122,173 | 7,689 | 0.05% | 0.04% | 20 | +5,630 | 4.83% | Q1 2026 | May 05, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 105,732 | 6,654 | 0.1% | 0.09% | 21 | -1,689 | -1.57% | Q1 2026 | Apr 10, 2026 |
| Factor Wealth Management LTD | History | Added to | 96,957 | 6,102 | 1.15% | 0.97% | 22 | +7,198 | 8.02% | Q1 2026 | Apr 20, 2026 |
| Monument Capital Management | History | New | 79,801 | 5,022 | 1.26% | — | 23 | +79,801 | New | Q1 2026 | Apr 15, 2026 |
| Allianz Asset Management GmbH | History | New | 65,000 | 4,091 | 0.0% | — | 24 | +65,000 | New | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 63,806 | 4,015 | 0.01% | 0.1% | 25 | -920,533 | -93.52% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 58,033 | 3,652 | 0.01% | 0.01% | 26 | -18,470 | -24.14% | Q1 2026 | May 04, 2026 |
| Midwest Professional Planners, LTD. | History | Reduced | 57,384 | 3,611 | 0.85% | 0.79% | 27 | -8,904 | -13.43% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 56,698 | 3,568 | 0.0% | 0.0% | 28 | +663 | 1.18% | Q1 2026 | May 13, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 55,023 | 3,463 | 0.98% | 0.84% | 29 | -471 | -0.85% | Q1 2026 | Apr 24, 2026 |
| Zeit Capital LLC | History | Reduced | 45,899 | 2,888 | 1.93% | 1.59% | 30 | -895 | -1.91% | Q1 2026 | May 05, 2026 |
| Sachetta, LLC | History | Reduced | 39,650 | 2,495 | 1.35% | 1.15% | 31 | -2,146 | -5.13% | Q1 2026 | May 01, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 36,186 | 2,277 | 0.01% | 0.01% | 32 | -7,407 | -16.99% | Q1 2026 | May 14, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 36,031 | 2,267 | 0.78% | 0.65% | 33 | -1,294 | -3.47% | Q1 2026 | May 06, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 34,417 | 2,166 | 1.01% | 0.55% | 34 | +11,206 | 48.28% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 34,205 | 2,135 | 0.0% | 0.0% | 35 | +2,089 | 6.5% | Q1 2026 | May 13, 2026 |
| Redhawk Wealth Advisors, Inc. | History | New | 33,479 | 2,107 | 0.23% | — | 36 | +33,479 | New | Q1 2026 | Apr 15, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 31,990 | 2,013 | 2.1% | 1.59% | 37 | -371 | -1.15% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 31,203 | 1,964 | 0.0% | 0.0% | 38 | +1,291 | 4.32% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 30,421 | 1,914 | 0.0% | 0.0% | 39 | +3,154 | 11.57% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | New | 30,354 | 1,910 | 0.03% | — | 40 | +30,354 | New | Q1 2026 | May 18, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 30,084 | 1,893 | 0.0% | 0.0% | 41 | +109 | 0.36% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 29,875 | 1,880 | 0.1% | 0.09% | 42 | -2,627 | -8.08% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Added to | 29,504 | 1,857 | 0.02% | 0.03% | 43 | +1,958 | 7.11% | Q1 2026 | May 12, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 29,325 | 1,814 | 0.41% | 0.11% | 44 | +21,264 | 263.79% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 28,714 | 1,807 | 0.14% | 0.1% | 45 | +3,233 | 12.69% | Q1 2026 | May 13, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 28,859 | 1,799 | 0.25% | 0.22% | 46 | -1,681 | -5.5% | Q1 2026 | Apr 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 28,290 | 1,780 | 0.09% | 0.08% | 47 | -210 | -0.74% | Q1 2026 | Apr 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 27,916 | 1,757 | 0.04% | 0.04% | 48 | -4,304 | -13.36% | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 27,793 | 1,749 | 0.0% | 0.0% | 49 | -3,109 | -10.06% | Q1 2026 | Apr 27, 2026 |
| Q3 Asset Management | History | New | 27,653 | 1,740 | 0.42% | — | 50 | +27,653 | New | Q1 2026 | Apr 28, 2026 |
| Asset Management Group, Inc. | History | Added to | 25,835 | 1,626 | 0.26% | 0.21% | 51 | +94 | 0.37% | Q1 2026 | May 15, 2026 |
| Sowa Financial Group, Inc. | History | Reduced | 23,575 | 1,484 | 0.74% | 0.76% | 52 | -5,358 | -18.52% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,120 | 1,455 | 0.0% | 0.0% | 53 | -7,016 | -23.28% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 23,096 | 1,453 | 0.0% | 0.0% | 54 | -27,022 | -53.92% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 22,463 | 1,413 | 0.0% | 0.0% | 55 | -89 | -0.39% | Q1 2026 | May 14, 2026 |
| Cooper Financial Group | History | New | 22,075 | 1,389 | 0.14% | — | 56 | +22,075 | New | Q1 2026 | Apr 07, 2026 |
| GFS Advisors, LLC | History | Added to | 41,405 | 1,375 | 0.18% | 0.05% | 57 | +32,225 | 351.03% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 21,705 | 1,366 | 0.0% | 0.0% | 58 | -502 | -2.26% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 20,716 | 1,303 | 0.0% | 0.0% | 59 | -522 | -2.46% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 19,260 | 1,212 | 0.08% | 0.04% | 60 | +6,225 | 47.76% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 18,559 | 1,168 | 0.0% | 0.0% | 61 | +4,442 | 31.47% | Q1 2026 | May 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 18,370 | 1,156 | 0.05% | 0.03% | 62 | +1,925 | 11.71% | Q1 2026 | May 12, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 18,272 | 1,150 | 0.28% | 0.2% | 63 | +1,037 | 6.02% | Q1 2026 | Apr 17, 2026 |
| MARSHALL WACE, LLP | History | New | 18,139 | 1,141 | 0.0% | — | 64 | +18,139 | New | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 17,851 | 1,123 | 0.0% | 0.0% | 65 | +4,747 | 36.23% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 17,636 | 1,110 | 0.08% | 0.06% | 66 | -249 | -1.39% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,414 | 1,096 | 0.0% | 0.0% | 67 | -551 | -3.07% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,661 | 1,049 | 0.0% | 0.0% | 68 | -35 | -0.21% | Q1 2026 | Apr 30, 2026 |
| Regal Investment Advisors LLC | History | New | 16,635 | 1,047 | 0.06% | — | 69 | +16,635 | New | Q1 2026 | May 14, 2026 |
| Family Investment Center, Inc. | History | New | 16,433 | 1,034 | 0.2% | — | 70 | +16,433 | New | Q1 2026 | Apr 24, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 15,940 | 1,003 | 0.01% | 0.01% | 71 | -1,544 | -8.83% | Q1 2026 | May 01, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | New | 15,650 | 985 | 0.3% | — | 72 | +15,650 | New | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,609 | 982 | 0.0% | 0.0% | 73 | -1,848 | -10.59% | Q1 2026 | May 15, 2026 |
| Prime Buchholz LLC | History | Reduced | 15,420 | 970 | 0.51% | 0.6% | 74 | -4,837 | -23.88% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 15,210 | 957 | 0.04% | — | 75 | +15,210 | New | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | New | 14,510 | 913 | 0.0% | — | 76 | +14,510 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 14,214 | 894 | 0.0% | — | 77 | +14,214 | New | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 13,969 | 879 | 0.0% | 0.0% | 78 | +8,119 | 138.79% | Q1 2026 | May 05, 2026 |
| XML Financial, LLC | History | Added to | 13,370 | 841 | 0.07% | 0.05% | 79 | +327 | 2.51% | Q1 2026 | Apr 16, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 13,353 | 840 | 0.03% | — | 80 | +13,353 | New | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 12,378 | 779 | 0.01% | 0.01% | 81 | +6,189 | 100.0% | Q1 2026 | Apr 21, 2026 |
| Westside Investment Management, Inc. | History | Added to | 11,805 | 741 | 0.11% | 0.07% | 82 | +3,310 | 38.96% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | No change | 11,055 | 695 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 10,951 | 689 | 0.12% | — | 84 | +10,951 | New | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 12,604 | 632 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 9,997 | 629 | 0.02% | 0.05% | 86 | -14,636 | -59.42% | Q1 2026 | May 12, 2026 |
| COURIER CAPITAL LLC | History | No change | 9,705 | 610 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 9,637 | 606 | 0.06% | 0.03% | 88 | +4,567 | 90.08% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,266 | 583 | 0.0% | 0.0% | 89 | +171 | 1.88% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 9,224 | 581 | 0.0% | 0.0% | 90 | -2,285 | -19.85% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 8,872 | 558 | 0.0% | 0.0% | 91 | -6,863 | -43.62% | Q1 2026 | May 06, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 8,840 | 556 | 0.14% | 0.11% | 92 | +35 | 0.4% | Q1 2026 | Apr 17, 2026 |
| MGO ONE SEVEN LLC | History | New | 8,760 | 551 | 0.01% | — | 93 | +8,760 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 8,453 | 532 | 0.0% | 0.0% | 94 | +100 | 1.2% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 8,084 | 508 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Added to | 7,776 | 489 | 0.02% | 0.02% | 96 | +474 | 6.49% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 7,583 | 477 | 0.0% | 0.0% | 97 | -187 | -2.41% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 7,488 | 471 | 0.01% | 0.01% | 98 | -240 | -3.11% | Q1 2026 | May 04, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 7,302 | 459 | 0.05% | — | 99 | +7,302 | New | Q1 2026 | Apr 15, 2026 |
| CITIGROUP INC | History | Added to | 7,078 | 445 | 0.0% | 0.0% | 100 | +639 | 9.92% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,913 | 435 | 0.01% | 0.0% | 101 | +6,783 | 5217.69% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 6,896 | 434 | 0.01% | 0.01% | 103 | +524 | 8.22% | Q1 2026 | Apr 06, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 6,896 | 434 | 0.28% | 0.23% | 102 | -332 | -4.59% | Q1 2026 | Apr 28, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 6,678 | 420 | 0.05% | 0.04% | 104 | +4 | 0.06% | Q1 2026 | May 08, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 6,602 | 415 | 0.04% | 0.03% | 105 | +1,470 | 28.64% | Q1 2026 | Apr 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 6,089 | 383 | 0.0% | 0.0% | 106 | -100 | -1.62% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 5,797 | 364 | 0.0% | 0.0% | 107 | +190 | 3.39% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 5,744 | 361 | 0.02% | 0.02% | 108 | -128 | -2.18% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 5,699 | 358 | 0.0% | 0.0% | 109 | -1,594 | -21.86% | Q1 2026 | May 15, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 5,541 | 348 | 0.18% | 0.15% | 110 | +39 | 0.71% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | No change | 5,400 | 339 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | New | 4,855 | 301 | 0.0% | — | 112 | +4,855 | New | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 4,761 | 299 | 0.01% | 0.01% | 113 | +287 | 6.41% | Q1 2026 | May 04, 2026 |
| KKM Financial LLC | History | No change | 5,631 | 282 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | No change | 4,432 | 279 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 4,500 | 278 | 0.02% | 0.01% | 116 | -296 | -6.17% | Q1 2026 | Apr 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 4,356 | 274 | 0.0% | 0.0% | 117 | -211 | -4.62% | Q1 2026 | May 07, 2026 |
| Beacon Financial Advisory LLC | History | Added to | 4,309 | 271 | 0.06% | 0.05% | 118 | +6 | 0.14% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,308 | 268 | 0.0% | — | 119 | +4,308 | New | Q1 2026 | Apr 08, 2026 |
| Baird Financial Group, Inc. | History | New | 4,100 | 258 | 0.0% | — | 121 | +4,100 | New | Q1 2026 | May 14, 2026 |
| Tyche Wealth Partners LLC | History | Reduced | 4,115 | 258 | 0.04% | 0.03% | 120 | -60 | -1.44% | Q1 2026 | May 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 4,007 | 252 | 0.02% | — | 122 | +4,007 | New | Q1 2026 | May 08, 2026 |
| Destination Wealth Management | History | New | 3,995 | 251 | 0.01% | — | 123 | +3,995 | New | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | New | 3,780 | 237 | 0.0% | — | 124 | +3,780 | New | Q1 2026 | May 01, 2026 |
| Sound View Wealth Advisors Group, LLC | History | New | 3,752 | 236 | 0.02% | — | 125 | +3,752 | New | Q1 2026 | May 06, 2026 |
| EP Wealth Advisors, LLC | History | New | 3,679 | 231 | 0.0% | — | 126 | +3,679 | New | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,575 | 229 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| STIFEL FINANCIAL CORP | History | New | 3,559 | 224 | 0.0% | — | 128 | +3,559 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 3,477 | 218 | 0.01% | — | 129 | +3,477 | New | Q1 2026 | Apr 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 3,467 | 218 | 0.0% | — | 130 | +3,467 | New | Q1 2026 | May 15, 2026 |
| AVALON CAPITAL MANAGEMENT | History | New | 3,463 | 217 | 0.06% | — | 131 | +3,463 | New | Q1 2026 | May 14, 2026 |
| Operose Advisors LLC | History | No change | 3,000 | 188 | 0.04% | 0.03% | 132 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 2,210 | 139 | 0.01% | — | 133 | +2,210 | New | Q1 2026 | Apr 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,209 | 110 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,450 | 91 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 1,433 | 90 | 0.0% | 0.0% | 136 | +1 | 0.07% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 1,311 | 82 | 0.0% | — | 137 | +1,311 | New | Q1 2026 | Apr 23, 2026 |
| Capital Analysts, LLC | History | Added to | 1,142 | 72 | 0.0% | 0.0% | 138 | +5 | 0.44% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,002 | 63 | 0.0% | 0.0% | 139 | +1 | 0.1% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 965 | 60 | 0.0% | 0.0% | 140 | -674 | -41.12% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | No change | 949 | 59 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,050 | 52 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Horizon Investments, LLC | History | Added to | 774 | 48 | 0.0% | 0.0% | 143 | +375 | 93.98% | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | Added to | 720 | 45 | 0.01% | 0.0% | 144 | +220 | 44.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 510 | 32 | 0.0% | 0.0% | 145 | -1,408 | -73.41% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 448 | 28 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | No change | 455 | 28 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | No change | 450 | 28 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Peterson Wealth Services | History | No change | 431 | 27 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 400 | 25 | 0.02% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Main Street Group, LTD | History | New | 330 | 20 | 0.01% | — | 153 | +330 | New | Q1 2026 | May 06, 2026 |
| Advisors Preferred, LLC | History | Added to | 323 | 20 | 0.0% | 0.0% | 151 | +247 | 325.0% | Q1 2026 | May 05, 2026 |
| MGB Wealth Management, LLC | History | No change | 405 | 20 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 312 | 19 | 0.0% | 0.0% | 154 | -9 | -2.8% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 301 | 18 | 0.0% | 0.0% | 156 | +21 | 7.5% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | No change | 300 | 18 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 273 | 17 | 0.01% | 0.0% | 157 | +1 | 0.37% | Q1 2026 | Apr 24, 2026 |
| Breakwater Investment Management | History | No change | 255 | 16 | 0.01% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 249 | 15 | 0.0% | — | 159 | +249 | New | Q1 2026 | May 08, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 228 | 14 | 0.0% | 0.0% | 160 | -51 | -18.28% | Q1 2026 | Apr 22, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 205 | 12 | 0.0% | — | 163 | +205 | New | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | No change | 202 | 12 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 203 | 12 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CENTRAL TRUST Co | History | Added to | 158 | 9 | 0.0% | 0.0% | 164 | +51 | 47.66% | Q1 2026 | Apr 17, 2026 |
| West Branch Capital LLC | History | No change | 146 | 9 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 116 | 7 | 0.0% | — | 166 | +116 | New | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | New | 93 | 5 | 0.0% | — | 168 | +93 | New | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 82 | 5 | 0.0% | — | 167 | +82 | New | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 66 | 4 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 66 | 4 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 70 | 4 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 50 | 3 | 0.0% | 0.0% | 177 | -142 | -73.96% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 60 | 3 | 0.0% | 0.0% | 175 | -100 | -62.5% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 40 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 60 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | No change | 62 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Biondo Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -43,081 | -100.0% | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -15,227 | -100.0% | Q1 2026 | May 07, 2026 |
| Algorithmic Investment Models, LLC | History | Closed out | 0 | 0 | — | 0.68% | — | -10,987 | -100.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -10,238 | -100.0% | Q1 2026 | May 15, 2026 |
| WAYSTONE ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -7,759 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,368 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST INTERSTATE BANK | History | Closed out | 0 | 0 | — | 0.02% | — | -6,713 | -100.0% | Q1 2026 | Apr 29, 2026 |
| VestGen Investment Management | History | Closed out | 0 | 0 | — | 0.16% | — | -5,657 | -100.0% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,845 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,823 | -100.0% | Q1 2026 | May 15, 2026 |
| Ignite Planners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,075 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,547 | -100.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -555 | -100.0% | Q1 2026 | Apr 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -381 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 15, 2026 |