iSHARES TRUST - IGEB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 3,143,707 | 141,655 | 0.04% | 0.04% | 1 | -75,945 | -2.36% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 2,180,489 | 98,252 | 0.03% | 0.03% | 2 | -242,141 | -9.99% | Q1 2026 | May 06, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 1,921,932 | 86,602 | 0.33% | 0.32% | 3 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Added to | 1,529,358 | 68,913 | 0.13% | 0.12% | 4 | +93,324 | 6.5% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,189,465 | 53,597 | 0.0% | 0.0% | 5 | +132,947 | 12.58% | Q1 2026 | May 15, 2026 |
| Stratos Investment Management, LLC | History | Added to | 1,179,255 | 53,137 | 2.13% | 2.09% | 6 | +37,718 | 3.3% | Q1 2026 | Apr 28, 2026 |
| MORGAN STANLEY | History | Added to | 1,074,882 | 48,434 | 0.0% | 0.0% | 7 | +288,323 | 36.66% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 791,337 | 35,657 | 0.09% | 0.1% | 8 | +1,211 | 0.15% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 782,966 | 35,280 | 1.19% | 1.4% | 9 | -107,899 | -12.11% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | New | 729,956 | 33,329 | 0.21% | — | 10 | +729,956 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 735,734 | 33,152 | 0.0% | 0.0% | 11 | +146,449 | 24.85% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 664,445 | 29,951 | 0.01% | 0.01% | 12 | -160,476 | -19.45% | Q1 2026 | May 15, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Added to | 612,366 | 27,593 | 6.09% | 5.87% | 13 | +33,402 | 5.77% | Q1 2026 | Apr 03, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 590,579 | 26,611 | 0.26% | 0.32% | 14 | -124,013 | -17.35% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 557,260 | 25,110 | 0.07% | 0.1% | 15 | -306,863 | -35.51% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 525,643 | 23,685 | 0.18% | 0.17% | 16 | +61,010 | 13.13% | Q1 2026 | Apr 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 486,928 | 21,940 | 0.02% | 0.03% | 17 | -18,364 | -3.63% | Q1 2026 | May 13, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 424,623 | 19,133 | 6.1% | 7.92% | 18 | -144,554 | -25.4% | Q1 2026 | Apr 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 414,272 | 18,667 | 0.05% | 0.06% | 19 | -115,970 | -21.87% | Q1 2026 | Apr 30, 2026 |
| DORVAL Corp | History | Added to | 399,159 | 17,986 | 5.58% | 4.5% | 20 | +90,085 | 29.15% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Reduced | 396,123 | 17,849 | 0.0% | 0.0% | 21 | -69,722 | -14.97% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 341,493 | 15,387 | 0.07% | 0.06% | 22 | +39,410 | 13.05% | Q1 2026 | Apr 24, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 327,825 | 14,771 | 0.22% | 0.29% | 23 | -86,914 | -20.96% | Q1 2026 | Apr 09, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 270,984 | 12,210 | 1.36% | 0.93% | 24 | +85,743 | 46.29% | Q1 2026 | May 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 265,023 | 11,926 | 0.07% | 0.09% | 25 | -59,691 | -18.38% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 243,999 | 10,994 | 0.06% | 0.04% | 26 | +17,935 | 7.93% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 226,061 | 10,134 | 0.0% | 0.0% | 27 | -21,209 | -8.58% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 191,805 | 8,642 | 0.01% | 0.01% | 28 | +19,145 | 11.09% | Q1 2026 | Apr 27, 2026 |
| Breakwater Capital Group | History | Added to | 176,984 | 7,974 | 1.07% | 1.11% | 29 | +3,314 | 1.91% | Q1 2026 | Apr 20, 2026 |
| NorthRock Partners, LLC | History | Reduced | 175,208 | 7,894 | 0.13% | 0.15% | 30 | -17,885 | -9.26% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 175,037 | 7,887 | 0.06% | 0.06% | 31 | -909 | -0.52% | Q1 2026 | Apr 14, 2026 |
| ASSETMARK, INC | History | Added to | 164,167 | 7,397 | 0.02% | 0.02% | 32 | +2,850 | 1.77% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 163,276 | 7,357 | 0.01% | 0.01% | 33 | +2,519 | 1.57% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 133,267 | 6,005 | 0.05% | 0.07% | 34 | -38,061 | -22.22% | Q1 2026 | Apr 07, 2026 |
| CITADEL ADVISORS LLC | History | New | 131,012 | 5,903 | 0.0% | — | 35 | +131,012 | New | Q1 2026 | May 15, 2026 |
| CPA Asset Management Group, LLC | History | Reduced | 128,160 | 5,774 | 1.94% | 2.4% | 36 | -21,371 | -14.29% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 125,548 | 5,650 | 0.1% | 0.01% | 37 | +118,901 | 1788.79% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 120,938 | 5,449 | 0.0% | 0.0% | 38 | +87,622 | 263.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 115,578 | 5,207 | 0.08% | 0.1% | 39 | +10,443 | 9.93% | Q1 2026 | May 15, 2026 |
| Hoese & Co LLP | History | Reduced | 108,824 | 4,903 | 3.64% | 3.61% | 40 | -2,172 | -1.96% | Q1 2026 | Apr 22, 2026 |
| Kelly Financial Services LLC | History | Added to | 90,342 | 4,079 | 0.99% | 0.99% | 41 | +3,491 | 4.02% | Q1 2026 | Apr 13, 2026 |
| Accel Wealth Management | History | Added to | 89,157 | 4,017 | 1.05% | 0.95% | 42 | +12,927 | 16.96% | Q1 2026 | Apr 08, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 86,604 | 3,902 | 0.83% | 0.83% | 43 | +336 | 0.39% | Q1 2026 | May 13, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 83,650 | 3,769 | 1.04% | 0.96% | 44 | +5,184 | 6.61% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 81,267 | 3,661 | 0.08% | 0.1% | 45 | -14,119 | -14.8% | Q1 2026 | Apr 13, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 77,873 | 3,508 | 1.35% | 1.14% | 46 | +11,049 | 16.53% | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 72,962 | 3,331 | 0.59% | 0.59% | 47 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 72,949 | 3,287 | 0.0% | 0.0% | 48 | -23,979 | -24.74% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 71,198 | 3,208 | 0.07% | — | 49 | +71,198 | New | Q1 2026 | May 15, 2026 |
| Altus Wealth Management, LLC | History | Added to | 69,944 | 3,151 | 1.4% | 1.32% | 50 | +3,008 | 4.49% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 67,304 | 3,032 | 0.0% | 0.01% | 51 | -15,739 | -18.95% | Q1 2026 | May 15, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | New | 63,720 | 2,871 | 0.42% | — | 52 | +63,720 | New | Q1 2026 | May 15, 2026 |
| EFG International AG | History | New | 63,323 | 2,853 | 0.06% | — | 53 | +63,323 | New | Q1 2026 | May 15, 2026 |
| Fermata Advisors, LLC | History | Reduced | 59,642 | 2,687 | 0.61% | 0.74% | 54 | -8,034 | -11.87% | Q1 2026 | Apr 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 57,584 | 2,594 | 0.15% | 0.14% | 55 | +8,113 | 16.4% | Q1 2026 | Apr 09, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 56,138 | 2,529 | 0.0% | 0.0% | 56 | -160,735 | -74.11% | Q1 2026 | May 05, 2026 |
| JB Capital LLC | History | Added to | 55,842 | 2,516 | 0.1% | 0.09% | 57 | +8,719 | 18.5% | Q1 2026 | Apr 27, 2026 |
| FreeGulliver LLC | History | Added to | 55,274 | 2,490 | 1.05% | 0.93% | 58 | +209 | 0.38% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 53,163 | 2,395 | 0.01% | 0.02% | 59 | -9,014 | -14.5% | Q1 2026 | May 08, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 51,431 | 2,326 | 0.13% | 0.13% | 60 | +3,922 | 8.26% | Q1 2026 | Apr 17, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 47,666 | 2,147 | 0.88% | 1.1% | 61 | -11,386 | -19.28% | Q1 2026 | May 06, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 46,030 | 2,074 | 0.07% | 0.08% | 62 | -1,000 | -2.13% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 44,455 | 2,003 | 0.02% | 0.03% | 63 | +926 | 2.13% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 44,253 | 1,994 | 0.03% | 0.03% | 64 | -3,927 | -8.15% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 40,593 | 1,829 | 0.02% | 0.04% | 65 | -47,467 | -53.9% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 40,370 | 1,819 | 0.0% | 0.0% | 66 | -7,313 | -15.34% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 36,636 | 1,650 | 0.04% | 0.3% | 67 | -229,190 | -86.22% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 36,731 | 1,649 | 0.02% | 0.02% | 68 | -5,690 | -13.41% | Q1 2026 | Apr 07, 2026 |
| Sigma Planning Corp | History | Added to | 36,469 | 1,643 | 0.05% | 0.03% | 69 | +15,312 | 72.37% | Q1 2026 | May 04, 2026 |
| Two West Capital Advisors LLC | History | Added to | 34,553 | 1,555 | 0.82% | 0.88% | 70 | +1,414 | 4.27% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 32,956 | 1,484 | 0.02% | 0.02% | 71 | +713 | 2.21% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 32,536 | 1,466 | 0.0% | 0.0% | 72 | -5,276 | -13.95% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 32,295 | 1,455 | 0.0% | 0.06% | 73 | -513,760 | -94.09% | Q1 2026 | Apr 22, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 31,631 | 1,425 | 0.0% | 0.0% | 74 | -492,707 | -93.97% | Q1 2026 | May 15, 2026 |
| Convergence Financial, LLC | History | Added to | 31,575 | 1,422 | 0.15% | 0.21% | 75 | +332 | 1.06% | Q1 2026 | May 11, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Reduced | 31,423 | 1,415 | 0.19% | 1.8% | 76 | -261,184 | -89.26% | Q1 2026 | Apr 21, 2026 |
| RFG Advisory, LLC | History | Added to | 30,332 | 1,366 | 0.03% | 0.02% | 77 | +2,441 | 8.75% | Q1 2026 | Apr 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 30,199 | 1,360 | 0.02% | 0.03% | 78 | -2,756 | -8.36% | Q1 2026 | May 07, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 30,066 | 1,354 | 0.07% | 0.06% | 79 | +4,056 | 15.59% | Q1 2026 | Apr 15, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 27,045 | 1,218 | 0.42% | 0.42% | 80 | +655 | 2.48% | Q1 2026 | May 13, 2026 |
| Keebeck Wealth Management | History | Reduced | 26,965 | 1,215 | 0.14% | 0.14% | 81 | -256 | -0.94% | Q1 2026 | May 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 26,708 | 1,203 | 0.43% | 0.49% | 82 | -3,287 | -10.96% | Q1 2026 | May 13, 2026 |
| Helium Advisors LLC | History | New | 26,123 | 1,177 | 1.12% | — | 83 | +26,123 | New | Q1 2026 | May 05, 2026 |
| Tidemark, LLC | History | Added to | 25,700 | 1,158 | 0.29% | 0.31% | 84 | +1,504 | 6.22% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 25,068 | 1,129 | 0.1% | 0.15% | 85 | -14,272 | -36.28% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 24,493 | 1,103 | 0.02% | 0.01% | 86 | +8,371 | 51.92% | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 24,240 | 1,092 | 0.0% | 0.0% | 87 | +1,956 | 8.78% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 23,923 | 1,077 | 0.03% | 0.03% | 88 | +465 | 1.98% | Q1 2026 | May 15, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 23,097 | 1,040 | 0.46% | 0.45% | 89 | +1,500 | 6.95% | Q1 2026 | Apr 27, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 21,546 | 970 | 0.02% | 0.02% | 90 | +841 | 4.06% | Q1 2026 | Apr 22, 2026 |
| Paller Financial Services Inc | History | Reduced | 21,475 | 967 | 0.8% | 0.9% | 91 | -3,180 | -12.9% | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | Reduced | 21,364 | 962 | 0.01% | 0.01% | 92 | -700 | -3.17% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,477 | 922 | 0.0% | 0.0% | 93 | +2,818 | 15.96% | Q1 2026 | Apr 30, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 20,473 | 921 | 0.06% | 0.07% | 94 | -3,577 | -14.87% | Q1 2026 | May 12, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 19,343 | 871 | 0.1% | 0.11% | 95 | -843 | -4.18% | Q1 2026 | Apr 21, 2026 |
| Cadia Private Client LLC | History | Reduced | 18,748 | 844 | 0.68% | 0.75% | 96 | -1,860 | -9.03% | Q1 2026 | May 20, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 17,426 | 785 | 0.02% | 0.02% | 97 | +1,869 | 12.01% | Q1 2026 | May 05, 2026 |
| Invst, LLC | History | Reduced | 15,844 | 713 | 0.08% | 0.08% | 98 | -76 | -0.48% | Q1 2026 | May 13, 2026 |
| ADE, LLC | History | Reduced | 15,634 | 704 | 0.34% | 0.39% | 99 | -1,812 | -10.39% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,114 | 681 | 0.01% | 0.01% | 100 | -2,585 | -14.61% | Q1 2026 | May 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 15,109 | 680 | 0.46% | 0.44% | 101 | +661 | 4.58% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 15,070 | 679 | 0.02% | 0.02% | 102 | +1,150 | 8.26% | Q1 2026 | May 13, 2026 |
| Madson Wealth Advisors Inc | History | New | 14,658 | 660 | 0.55% | — | 103 | +14,658 | New | Q1 2026 | Apr 21, 2026 |
| Sovran Advisors, LLC | History | Reduced | 14,247 | 642 | 0.05% | 0.16% | 104 | -27,640 | -65.99% | Q1 2026 | May 01, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 13,516 | 609 | 0.03% | 0.02% | 105 | +1,362 | 11.21% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | New | 12,593 | 567 | 0.0% | — | 106 | +12,593 | New | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 12,533 | 564 | 0.03% | 0.02% | 107 | +836 | 7.15% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Reduced | 11,752 | 529 | 0.01% | 0.01% | 108 | -677 | -5.45% | Q1 2026 | May 07, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 11,725 | 528 | 0.3% | 0.3% | 109 | +1,064 | 9.98% | Q1 2026 | Apr 22, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,477 | 517 | 0.01% | 0.0% | 110 | +7,086 | 161.38% | Q1 2026 | May 01, 2026 |
| High Falls Advisors, Inc | History | No change | 11,242 | 513 | 0.1% | 0.1% | 111 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Composition Wealth, LLC | History | Reduced | 11,327 | 510 | 0.01% | 0.01% | 112 | -11,465 | -50.3% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Added to | 11,102 | 500 | 0.01% | 0.01% | 113 | +6,013 | 118.16% | Q1 2026 | May 15, 2026 |
| Centerpoint Advisory Group | History | Reduced | 10,758 | 484 | 0.36% | 0.47% | 115 | -2,707 | -20.1% | Q1 2026 | Apr 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,752 | 484 | 0.02% | 0.01% | 114 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 10,551 | 475 | 0.34% | 0.31% | 116 | +1,318 | 14.27% | Q1 2026 | May 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 10,462 | 471 | 0.01% | 0.01% | 117 | +971 | 10.23% | Q1 2026 | May 11, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Added to | 10,095 | 454 | 0.82% | 0.82% | 118 | +693 | 7.37% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 9,994 | 450 | 0.0% | — | 119 | +9,994 | New | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | New | 9,844 | 442 | 0.01% | — | 120 | +9,844 | New | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 9,758 | 439 | 0.01% | 0.01% | 121 | +646 | 7.09% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,567 | 431 | 0.0% | 0.0% | 122 | +5,089 | 113.64% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 9,108 | 410 | 0.01% | 0.01% | 123 | +1,518 | 20.0% | Q1 2026 | Apr 21, 2026 |
| Avantra Family Wealth, Inc. | History | Added to | 8,691 | 391 | 0.29% | 0.26% | 124 | +946 | 12.21% | Q1 2026 | Apr 22, 2026 |
| TSG Advice Partners, LLC | History | Added to | 8,513 | 383 | 0.06% | 0.06% | 125 | +71 | 0.84% | Q1 2026 | Apr 24, 2026 |
| Arlington Trust Co LLC | History | No change | 8,231 | 370 | 0.03% | 0.04% | 126 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Inspire Advisors, LLC | History | New | 8,078 | 363 | 0.03% | — | 127 | +8,078 | New | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 7,805 | 351 | 0.01% | 0.01% | 128 | -277 | -3.43% | Q1 2026 | Apr 15, 2026 |
| Investment Advisory Group, LLC | History | No change | 7,644 | 344 | 0.09% | 0.09% | 129 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Atria Investments, Inc | History | Reduced | 7,611 | 342 | 0.0% | 0.02% | 130 | -34,754 | -82.03% | Q1 2026 | May 05, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 7,579 | 341 | 0.05% | 0.42% | 131 | -63,239 | -89.3% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 7,549 | 340 | 0.0% | — | 133 | +7,549 | New | Q1 2026 | May 15, 2026 |
| West Wealth Group, LLC | History | Reduced | 7,564 | 340 | 0.07% | 0.07% | 132 | -71 | -0.93% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,439 | 335 | 0.0% | — | 134 | +7,439 | New | Q1 2026 | May 01, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,438 | 335 | 0.01% | — | 135 | +7,438 | New | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Reduced | 7,413 | 334 | 0.1% | 0.12% | 136 | -2,643 | -26.28% | Q1 2026 | May 07, 2026 |
| Able Wealth Management LLC | History | Reduced | 7,101 | 319 | 0.09% | 0.23% | 137 | -8,665 | -54.96% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,896 | 310 | 0.0% | 0.0% | 138 | -1,312 | -15.98% | Q1 2026 | May 08, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 6,898 | 310 | 0.04% | 0.04% | 139 | +55 | 0.8% | Q1 2026 | May 08, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 6,849 | 308 | 0.02% | 0.02% | 140 | -237 | -3.34% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 6,660 | 304 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Everest Financial Group LLC | History | New | 6,567 | 295 | 0.05% | — | 142 | +6,567 | New | Q1 2026 | May 15, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 6,504 | 293 | 0.44% | 0.43% | 143 | +53 | 0.82% | Q1 2026 | Apr 30, 2026 |
| Caitlin John, LLC | History | No change | 5,883 | 265 | 0.16% | 0.18% | 144 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 5,584 | 251 | 0.01% | 0.01% | 145 | +128 | 2.35% | Q1 2026 | Apr 14, 2026 |
| REICON WEALTH ADVISORS, LLC | History | New | 5,370 | 241 | 0.18% | — | 146 | +5,370 | New | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 5,199 | 234 | 0.0% | 0.0% | 147 | -2,380 | -31.4% | Q1 2026 | May 14, 2026 |
| GEM Asset Management, LLC | History | Reduced | 5,123 | 230 | 0.1% | 0.14% | 148 | -1,990 | -27.98% | Q1 2026 | Apr 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,097 | 229 | 0.0% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Embree Financial Group | History | New | 4,810 | 216 | 0.03% | — | 150 | +4,810 | New | Q1 2026 | Apr 23, 2026 |
| Mariner, LLC | History | Reduced | 4,757 | 214 | 0.0% | 0.0% | 151 | -176 | -3.57% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 4,645 | 209 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Warwick Investment Management, Inc. | History | Added to | 4,635 | 208 | 0.03% | 0.03% | 153 | +214 | 4.84% | Q1 2026 | May 11, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Reduced | 4,572 | 206 | 0.16% | 0.18% | 154 | -612 | -11.81% | Q1 2026 | Apr 24, 2026 |
| Integrated Advisors Network LLC | History | New | 4,442 | 200 | 0.01% | — | 155 | +4,442 | New | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | New | 3,428 | 154 | 0.01% | — | 156 | +3,428 | New | Q1 2026 | May 19, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Reduced | 2,999 | 135 | 0.03% | 0.03% | 157 | -243 | -7.5% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,218 | 101 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,230 | 100 | 0.01% | — | 159 | +2,230 | New | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,811 | 81 | 0.0% | 0.0% | 160 | -229 | -11.23% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,415 | 63 | 0.01% | 0.0% | 161 | +289 | 25.67% | Q1 2026 | Apr 30, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,263 | 56 | 0.02% | — | 162 | +1,263 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 1,263 | 56 | 0.02% | — | 163 | +1,263 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 1,146 | 51 | 0.0% | 0.0% | 164 | -56 | -4.66% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,063 | 47 | 0.03% | 0.03% | 165 | -18 | -1.67% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 961 | 43 | 0.0% | 0.0% | 166 | +85 | 9.7% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 948 | 42 | 0.01% | 0.01% | 167 | +184 | 24.08% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 786 | 35 | 0.0% | 0.0% | 168 | -440 | -35.89% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 764 | 34 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 725 | 32 | 0.0% | 0.01% | 170 | -1,641 | -69.36% | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 620 | 28 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Scarborough Advisors, LLC | History | Added to | 592 | 26 | 0.0% | 0.0% | 172 | +5 | 0.85% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 435 | 19 | 0.0% | 0.0% | 173 | -200 | -31.5% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 319 | 14 | 0.0% | — | 174 | +316 | 10533.33% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | Reduced | 200 | 9 | 0.0% | 0.0% | 176 | -1,515 | -88.34% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 209 | 9 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 188 | 8 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| REAP Financial Group, LLC | History | No change | 187 | 8 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 131 | 5 | 0.0% | 0.0% | 179 | +1 | 0.77% | Q1 2026 | May 05, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 63 | 2 | 0.0% | 0.0% | 180 | +1 | 1.61% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -118,345 | -100.0% | Q1 2026 | May 01, 2026 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -93,010 | -100.0% | Q1 2026 | Apr 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.05% | — | -88,075 | -100.0% | Q1 2026 | May 15, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -72,793 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -52,389 | -100.0% | Q1 2026 | May 15, 2026 |
| Traveka Wealth, LLC | History | Closed out | 0 | 0 | — | 0.89% | — | -47,728 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SWMG, LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -35,780 | -100.0% | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,389 | -100.0% | Q1 2026 | May 15, 2026 |
| MA Private Wealth | History | Closed out | 0 | 0 | — | 0.16% | — | -21,063 | -100.0% | Q1 2026 | May 07, 2026 |
| JT Stratford LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -17,621 | -100.0% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,212 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -16,024 | -100.0% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,675 | -100.0% | Q1 2026 | May 11, 2026 |
| Sharkey, Howes & Javer | History | Closed out | 0 | 0 | — | 0.06% | — | -10,968 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -7,514 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,277 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,815 | -100.0% | Q1 2026 | May 12, 2026 |
| DecisionMap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -6,283 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Triad Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,112 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,099 | -100.0% | Q1 2026 | May 05, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,690 | -100.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 6 | 0 | — | 0.0% | — | -919 | -99.35% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -499 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Raleigh Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -390 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q1 2026 | May 11, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | May 08, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -110 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -71 | -100.0% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 07, 2026 |
| Mosley Wealth Management | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | Apr 27, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 12, 2026 |
| Colonial Trust Co / SC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |