iSHARES TRUST - IGIB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Added to | 63,675,202 | 3,388,794 | 6.88% | 6.45% | 1 | +505,235 | 0.8% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 13,942,612 | 742,025 | 0.11% | 0.1% | 2 | +1,605,149 | 13.01% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 12,321,025 | 655,724 | 0.09% | 0.08% | 3 | +710,667 | 6.12% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,366,041 | 445,240 | 0.12% | 0.1% | 4 | +2,247,135 | 36.72% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Added to | 7,997,374 | 425,620 | 0.87% | 0.81% | 5 | +603,205 | 8.16% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,242,128 | 332,206 | 0.02% | 0.02% | 6 | +68,751 | 1.11% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 6,112,857 | 325,326 | 0.02% | 0.02% | 7 | -97,548 | -1.57% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 5,845,766 | 311,111 | 8.53% | 8.61% | 8 | +552,517 | 10.44% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,028,190 | 267,600 | 0.05% | 0.05% | 9 | +96,581 | 1.96% | Q1 2026 | May 11, 2026 |
| ALLSTATE CORP | History | Added to | 4,326,783 | 230,271 | 2.46% | 2.3% | 10 | +1,199,599 | 38.36% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 4,089,061 | 217,619 | 0.03% | 0.03% | 11 | +179,732 | 4.6% | Q1 2026 | May 05, 2026 |
| Matson Money. Inc. | History | Added to | 3,662,800 | 194,677 | 5.97% | 5.89% | 12 | +204,983 | 5.93% | Q1 2026 | Apr 27, 2026 |
| LPL Financial LLC | History | Added to | 3,637,273 | 193,575 | 0.05% | 0.05% | 13 | +473,834 | 14.98% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,496,098 | 185,688 | 0.04% | 0.05% | 14 | -433,022 | -11.02% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,296,746 | 175,449 | 0.05% | 0.05% | 15 | +180,797 | 5.8% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 3,251,621 | 173,051 | 0.01% | 0.01% | 16 | -332,254 | -9.27% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,888,657 | 153,733 | 0.03% | 0.03% | 17 | -29,734 | -1.02% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 2,356,271 | 125,400 | 2.6% | 2.38% | 18 | +282,379 | 13.62% | Q1 2026 | Apr 27, 2026 |
| Legal & General Group Plc | History | Reduced | 2,234,173 | 118,316 | 0.03% | 0.06% | 19 | -2,768,307 | -55.34% | Q1 2026 | May 08, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 2,098,568 | 111,685 | 4.94% | 4.99% | 20 | +39,416 | 1.91% | Q1 2026 | Apr 09, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | Added to | 1,968,481 | 104,762 | 9.6% | 9.77% | 21 | +79,408 | 4.2% | Q1 2026 | Apr 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,930,392 | 102,735 | 0.03% | 0.02% | 22 | +68,624 | 3.69% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,865,467 | 99,124 | 0.61% | 0.61% | 23 | -20,037 | -1.06% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,844,238 | 98,150 | 0.06% | 0.05% | 24 | +35,470 | 1.96% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Reduced | 1,752,836 | 93,285 | 0.0% | 0.0% | 25 | -260,117 | -12.92% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,736,033 | 91,419 | 0.04% | 0.04% | 26 | +392,181 | 29.18% | Q1 2026 | May 15, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 1,717,626 | 91,412 | 4.94% | 4.77% | 27 | +107,888 | 6.7% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,670,740 | 88,916 | 0.08% | 0.08% | 28 | +112,361 | 7.21% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,637,526 | 87,405 | 0.1% | 0.04% | 29 | +1,015,544 | 163.28% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,611,396 | 85,758 | 0.01% | 0.01% | 30 | +74,334 | 4.84% | Q1 2026 | May 15, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 1,599,851 | 85,144 | 6.6% | 6.28% | 31 | +71,895 | 4.71% | Q1 2026 | Apr 24, 2026 |
| Haverford Trust Co | History | Added to | 1,466,937 | 78,070 | 0.72% | 0.66% | 32 | +94,047 | 6.85% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,466,452 | 78,044 | 0.08% | 0.07% | 33 | +294,502 | 25.13% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 1,293,603 | 68,845 | 0.08% | 0.08% | 34 | +101,417 | 8.51% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,279,084 | 68,072 | 0.09% | 0.08% | 35 | +184,738 | 16.88% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,203,811 | 64,066 | 0.23% | 0.22% | 36 | +46,964 | 4.06% | Q1 2026 | Apr 24, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 1,129,499 | 60,111 | 4.05% | 3.88% | 37 | +86,924 | 8.34% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 1,118,184 | 59,509 | 0.06% | 0.06% | 38 | +41,326 | 3.84% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Added to | 1,095,757 | 58,316 | 1.26% | 0.97% | 39 | +79,405 | 7.81% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 1,085,709 | 57,781 | 0.33% | 0.3% | 40 | +104,032 | 10.6% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | New | 1,079,921 | 57,451 | 6.63% | — | 41 | +1,079,921 | New | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,072,369 | 57,039 | 0.12% | 0.1% | 42 | -279,761 | -20.69% | Q1 2026 | Apr 08, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,079,666 | 56,984 | 0.64% | 0.74% | 43 | -334 | -0.03% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 948,447 | 50,476 | 0.01% | 0.01% | 44 | +46,214 | 5.12% | Q1 2026 | May 05, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 942,281 | 50,075 | 0.12% | 0.1% | 45 | +157,000 | 19.99% | Q1 2026 | May 12, 2026 |
| Dodds Wealth, LLC | History | Added to | 889,218 | 47,324 | 11.62% | 11.08% | 46 | +50,531 | 6.03% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 888,676 | 47,295 | 1.01% | 1.06% | 47 | -25,380 | -2.78% | Q1 2026 | May 01, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 887,369 | 47,225 | 9.29% | 9.08% | 48 | +90,065 | 11.3% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 874,951 | 46,564 | 0.12% | 0.14% | 49 | -69,666 | -7.38% | Q1 2026 | May 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 863,357 | 45,947 | 2.76% | 2.41% | 50 | +126,956 | 17.24% | Q1 2026 | May 13, 2026 |
| Flagstone Financial Management | History | Added to | 809,747 | 43,094 | 10.7% | 10.51% | 51 | +49,511 | 6.51% | Q1 2026 | Apr 27, 2026 |
| Gradient Investments LLC | History | Added to | 758,240 | 40,353 | 0.63% | 0.62% | 52 | +36,573 | 5.07% | Q1 2026 | Apr 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 745,628 | 39,682 | 0.01% | 0.01% | 53 | +14,701 | 2.01% | Q1 2026 | May 13, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 741,489 | 39,462 | 0.47% | 0.44% | 54 | +16,113 | 2.22% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 731,611 | 38,936 | 0.1% | 0.1% | 55 | -44,066 | -5.68% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Added to | 713,905 | 37,993 | 0.04% | 0.02% | 56 | +414,574 | 138.5% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 707,296 | 37,642 | 0.06% | 0.05% | 57 | +61,927 | 9.6% | Q1 2026 | May 14, 2026 |
| Scarborough Advisors, LLC | History | New | 703,498 | 37,440 | 4.1% | — | 58 | +703,498 | New | Q1 2026 | May 07, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 680,000 | 36,189 | 0.03% | 0.03% | 59 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Thoma Capital Management LLC | History | Added to | 638,651 | 33,989 | 20.1% | 19.39% | 60 | +14,005 | 2.24% | Q1 2026 | Apr 20, 2026 |
| ProVise Management Group, LLC | History | Added to | 622,121 | 33,109 | 2.38% | 2.33% | 61 | +15,718 | 2.59% | Q1 2026 | May 06, 2026 |
| SYON CAPITAL LLC | History | Added to | 564,705 | 30,053 | 1.51% | 1.41% | 62 | +39,204 | 7.46% | Q1 2026 | May 13, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 539,525 | 28,713 | 3.96% | 13.13% | 63 | -1,140,720 | -67.89% | Q1 2026 | Apr 16, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Added to | 519,337 | 27,639 | 4.65% | 4.51% | 64 | +5,165 | 1.0% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 521,769 | 27,617 | 0.0% | 0.0% | 65 | +46,131 | 9.7% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 517,202 | 27,525 | 0.04% | 0.04% | 66 | -113 | -0.02% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 491,205 | 26,141 | 0.61% | 0.2% | 67 | +320,763 | 188.19% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Added to | 482,095 | 25,657 | 3.07% | 2.98% | 68 | +5,232 | 1.1% | Q1 2026 | Apr 10, 2026 |
| PRUDENTIAL PLC | History | Reduced | 471,470 | 25,091 | 0.15% | 2.29% | 69 | -4,898,172 | -91.22% | Q1 2026 | May 13, 2026 |
| BIRCHBROOK, INC. | History | Added to | 466,277 | 24,815 | 12.17% | 11.57% | 70 | +35,629 | 8.27% | Q1 2026 | Apr 08, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 449,664 | 23,998 | 3.35% | 3.18% | 71 | +40,623 | 9.93% | Q1 2026 | Apr 13, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 449,962 | 23,946 | 7.63% | 6.23% | 72 | +70,370 | 18.54% | Q1 2026 | Apr 23, 2026 |
| GDS Wealth Management | History | Added to | 446,969 | 23,787 | 1.43% | 1.44% | 73 | +18,681 | 4.36% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 439,655 | 23,398 | 0.01% | 0.01% | 74 | +33,630 | 8.28% | Q1 2026 | May 07, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 434,896 | 23,163 | 0.4% | 0.42% | 75 | -1,090 | -0.25% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Added to | 435,224 | 23,162 | 0.53% | 0.35% | 76 | +141,200 | 48.02% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 431,965 | 22,989 | 0.0% | — | 77 | +431,965 | New | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 419,033 | 22,302 | 0.03% | 0.04% | 78 | -31,899 | -7.07% | Q1 2026 | May 15, 2026 |
| Black Diamond Financial, LLC | History | Added to | 417,222 | 22,204 | 2.42% | 2.27% | 79 | +17,921 | 4.49% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 405,793 | 21,596 | 0.68% | 0.76% | 80 | +15,861 | 4.07% | Q1 2026 | May 07, 2026 |
| Madison Asset Management, LLC | History | Added to | 400,916 | 21,336 | 0.26% | 0.15% | 81 | +154,955 | 63.0% | Q1 2026 | May 07, 2026 |
| BCK Partners, Inc. | History | Added to | 395,914 | 21,070 | 11.38% | 11.21% | 82 | +11,051 | 2.87% | Q1 2026 | Apr 27, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 385,063 | 20,493 | 1.08% | 1.04% | 83 | +27,011 | 7.54% | Q1 2026 | Apr 13, 2026 |
| Summit Wealth Group, LLC | History | Added to | 373,031 | 19,852 | 4.56% | 4.5% | 84 | +15,091 | 4.22% | Q1 2026 | May 04, 2026 |
| Advisors Capital Management, LLC | History | Added to | 368,965 | 19,636 | 0.23% | 0.22% | 85 | +28,409 | 8.34% | Q1 2026 | May 01, 2026 |
| DT Investment Partners, LLC | History | Added to | 335,367 | 17,848 | 1.49% | 1.46% | 86 | +7,130 | 2.17% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 329,393 | 17,530 | 0.05% | 0.05% | 87 | -20,712 | -5.92% | Q1 2026 | May 04, 2026 |
| Roundview Capital LLC | History | Added to | 322,146 | 17,144 | 1.07% | 1.03% | 88 | +11,461 | 3.69% | Q1 2026 | May 08, 2026 |
| Legacy Financial Group LLC | History | Added to | 321,061 | 17,086 | 2.15% | 2.12% | 89 | +2,432 | 0.76% | Q1 2026 | May 04, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 316,165 | 16,826 | 0.01% | 0.01% | 90 | +5,720 | 1.84% | Q1 2026 | May 06, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 306,562 | 16,315 | 0.73% | 0.76% | 91 | -5,757 | -1.84% | Q1 2026 | May 05, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 306,302 | 16,301 | 2.51% | 2.68% | 92 | -50,332 | -14.11% | Q1 2026 | May 06, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 300,750 | 16,117 | 0.36% | 0.32% | 93 | +58,258 | 24.02% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 288,177 | 15,336 | 0.02% | 0.02% | 94 | -5,584 | -1.9% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 287,338 | 15,292 | 0.05% | 0.06% | 95 | -65,559 | -18.58% | Q1 2026 | May 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 272,320 | 14,492 | 2.29% | 2.65% | 96 | +6,300 | 2.37% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 262,174 | 13,952 | 0.08% | 0.08% | 97 | +5,123 | 1.99% | Q1 2026 | May 05, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 261,475 | 13,915 | 0.81% | 0.82% | 98 | -1,443 | -0.55% | Q1 2026 | Apr 17, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 259,994 | 13,836 | 0.46% | 0.41% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 258,717 | 13,768 | 0.22% | 0.21% | 100 | +24,136 | 10.29% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 246,232 | 13,266 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Modern Wealth Management, LLC | History | Added to | 247,990 | 13,153 | 0.23% | 0.24% | 102 | +6,140 | 2.54% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 246,159 | 13,100 | 0.02% | 0.0% | 103 | +245,659 | 49131.8% | Q1 2026 | May 01, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 246,092 | 13,097 | 3.73% | 3.51% | 104 | +18,960 | 8.35% | Q1 2026 | Apr 30, 2026 |
| Caldwell Trust Co | History | Added to | 245,812 | 13,082 | 1.17% | 1.14% | 105 | +7,666 | 3.22% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 240,955 | 12,823 | 0.02% | 0.07% | 106 | -509,301 | -67.88% | Q1 2026 | May 14, 2026 |
| Blue Fin Capital, Inc. | History | No change | 234,664 | 12,643 | 1.96% | 1.96% | 107 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 235,926 | 12,555 | 0.01% | 0.01% | 108 | +20,962 | 9.75% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 235,392 | 12,527 | 0.01% | 0.06% | 109 | -1,117,752 | -82.6% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 226,619 | 12,060 | 0.06% | 0.06% | 110 | +13,029 | 6.1% | Q1 2026 | May 08, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 221,084 | 11,766 | 0.33% | 0.34% | 111 | +1,097 | 0.5% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 217,887 | 11,595 | 0.01% | 0.01% | 112 | +76,735 | 54.36% | Q1 2026 | May 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 215,336 | 11,460 | 0.84% | 0.74% | 113 | +31,774 | 17.31% | Q1 2026 | Apr 20, 2026 |
| Mittelman Wealth Management | History | Added to | 213,856 | 11,381 | 7.1% | 6.87% | 114 | +17,623 | 8.98% | Q1 2026 | May 15, 2026 |
| North Dakota State Investment Board | History | No change | 212,002 | 11,282 | 0.49% | 0.43% | 115 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mendota Financial Group, LLC | History | Added to | 208,680 | 11,105 | 8.23% | 8.18% | 116 | +80 | 0.04% | Q1 2026 | Apr 16, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 207,922 | 11,065 | 3.6% | 3.61% | 117 | +7,460 | 3.72% | Q1 2026 | May 08, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 205,027 | 10,911 | 2.09% | 2.06% | 118 | +4,575 | 2.28% | Q1 2026 | May 01, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 204,702 | 10,894 | 2.78% | 2.71% | 120 | +25,590 | 14.29% | Q1 2026 | Apr 06, 2026 |
| SEMITAM BONAM LLC | History | Added to | 204,709 | 10,894 | 8.9% | 8.53% | 119 | +14,498 | 7.62% | Q1 2026 | Apr 21, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 202,131 | 10,757 | 0.86% | 1.09% | 121 | -56,460 | -21.83% | Q1 2026 | May 14, 2026 |
| WESPAC Advisors SoCal, LLC | History | Added to | 201,866 | 10,743 | 2.28% | 2.14% | 122 | +4,826 | 2.45% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Reduced | 201,494 | 10,723 | 0.3% | 0.49% | 123 | -125,182 | -38.32% | Q1 2026 | May 04, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 201,243 | 10,710 | 5.03% | 4.87% | 124 | -961 | -0.48% | Q1 2026 | May 07, 2026 |
| TICINO WEALTH | History | Added to | 182,324 | 10,479 | 3.64% | 1.67% | 125 | +98,923 | 118.61% | Q1 2026 | Apr 22, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 196,760 | 10,471 | 0.12% | 0.14% | 126 | -12,748 | -6.08% | Q1 2026 | May 08, 2026 |
| NorthRock Partners, LLC | History | Added to | 196,247 | 10,444 | 0.17% | 0.17% | 127 | +5,375 | 2.82% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 194,126 | 10,331 | 0.08% | 0.03% | 128 | +121,739 | 168.18% | Q1 2026 | Apr 07, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 191,090 | 10,169 | 0.68% | 0.64% | 129 | +18,188 | 10.52% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 191,032 | 10,166 | 0.05% | 0.04% | 130 | +35,870 | 23.12% | Q1 2026 | Apr 24, 2026 |
| Burns Matteson Capital Management, LLC | History | Added to | 187,861 | 9,997 | 3.66% | 3.16% | 131 | +20,586 | 12.31% | Q1 2026 | May 15, 2026 |
| AMJ Financial Wealth Management | History | Reduced | 187,237 | 9,964 | 2.35% | 2.39% | 132 | -130 | -0.07% | Q1 2026 | May 08, 2026 |
| Smith Salley Wealth Management | History | Added to | 185,668 | 9,881 | 0.5% | 0.36% | 133 | +50,472 | 37.33% | Q1 2026 | Apr 16, 2026 |
| Freestate Advisors LLC | History | Added to | 179,487 | 9,552 | 7.64% | 7.82% | 134 | +893 | 0.5% | Q1 2026 | Apr 09, 2026 |
| NewSquare Capital LLC | History | New | 178,554 | 9,502 | 0.82% | — | 135 | +178,554 | New | Q1 2026 | May 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 176,996 | 9,419 | 1.33% | 1.57% | 136 | -4,181 | -2.31% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 173,193 | 9,217 | 0.0% | 0.01% | 137 | -60,346 | -25.84% | Q1 2026 | May 11, 2026 |
| REBALANCE, LLC | History | Added to | 171,159 | 9,109 | 0.53% | 0.52% | 138 | +5,969 | 3.61% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 170,000 | 9,047 | 0.01% | 0.01% | 139 | -93,000 | -35.36% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | Reduced | 168,865 | 8,986 | 0.28% | 0.36% | 140 | -59,172 | -25.95% | Q1 2026 | May 14, 2026 |
| THEORY FINANCIAL LLC | History | Reduced | 168,331 | 8,958 | 3.14% | 3.09% | 141 | -1,741 | -1.02% | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | Added to | 167,077 | 8,891 | 0.05% | 0.05% | 142 | +4,803 | 2.96% | Q1 2026 | Apr 15, 2026 |
| Empowered Funds, LLC | History | New | 166,748 | 8,838 | 0.06% | — | 143 | +166,748 | New | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 163,617 | 8,704 | 0.01% | 0.01% | 144 | +14,259 | 9.55% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 162,508 | 8,648 | 0.29% | 0.29% | 145 | +9,307 | 6.08% | Q1 2026 | Apr 07, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 157,997 | 8,408 | 0.04% | 0.01% | 146 | +120,644 | 322.98% | Q1 2026 | May 14, 2026 |
| Aspen Investment Management Inc | History | Added to | 157,470 | 8,381 | 2.57% | 2.44% | 147 | +7,016 | 4.66% | Q1 2026 | Apr 15, 2026 |
| Asio Capital, LLC | History | Added to | 155,921 | 8,298 | 1.17% | 1.18% | 148 | +587 | 0.38% | Q1 2026 | Apr 15, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 155,091 | 8,253 | 0.89% | 0.94% | 149 | -2,082 | -1.32% | Q1 2026 | Apr 24, 2026 |
| Phoenix Financial Ltd. | History | Added to | 154,070 | 8,195 | 0.08% | 0.09% | 150 | +8,151 | 5.59% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 151,821 | 8,080 | 0.02% | 0.02% | 151 | -22,245 | -12.78% | Q1 2026 | Apr 30, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 151,454 | 8,060 | 2.19% | 2.01% | 152 | +11,616 | 8.31% | Q1 2026 | Apr 27, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 151,188 | 8,046 | 0.24% | 0.13% | 153 | +65,207 | 75.84% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 149,373 | 7,949 | 0.1% | 0.11% | 154 | +2,570 | 1.75% | Q1 2026 | Apr 23, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 147,879 | 7,870 | 0.01% | 0.01% | 155 | +54,345 | 58.1% | Q1 2026 | May 13, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 147,727 | 7,862 | 0.84% | 0.87% | 156 | -1,020 | -0.69% | Q1 2026 | May 06, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 142,102 | 7,656 | 1.62% | 1.62% | 157 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Destination Wealth Management | History | Added to | 143,443 | 7,634 | 0.2% | 0.19% | 158 | +7,557 | 5.56% | Q1 2026 | May 15, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 139,449 | 7,421 | 1.28% | 2.01% | 159 | -82,156 | -37.07% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Reduced | 137,295 | 7,307 | 0.01% | 0.02% | 160 | -9,765 | -6.64% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 134,472 | 7,156 | 0.09% | 0.09% | 161 | -682 | -0.5% | Q1 2026 | Apr 28, 2026 |
| Darrow Company, Inc. | History | Added to | 131,930 | 7,016 | 3.16% | 3.18% | 162 | +630 | 0.48% | Q1 2026 | Apr 20, 2026 |
| Invera Wealth Advisors, LLC | History | Added to | 131,045 | 6,974 | 4.48% | 4.42% | 163 | +1,149 | 0.88% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 127,763 | 6,799 | 0.03% | 0.02% | 164 | +19,662 | 18.19% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 127,384 | 6,779 | 0.01% | — | 165 | +127,384 | New | Q1 2026 | May 13, 2026 |
| New Millennium Group LLC | History | No change | 125,464 | 6,760 | 2.93% | 2.93% | 166 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 123,019 | 6,547 | 0.22% | 0.23% | 167 | -1,760 | -1.41% | Q1 2026 | May 13, 2026 |
| Balance Wealth, LLC | History | Added to | 120,827 | 6,430 | 2.0% | 2.06% | 168 | +1,544 | 1.29% | Q1 2026 | Apr 20, 2026 |
| Systelligence, LLC | History | New | 120,758 | 6,426 | 1.25% | — | 169 | +120,758 | New | Q1 2026 | Apr 21, 2026 |
| JB Capital LLC | History | Reduced | 118,899 | 6,327 | 0.26% | 0.27% | 170 | -3,185 | -2.61% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | Added to | 117,806 | 6,269 | 0.02% | 0.0% | 171 | +89,693 | 319.04% | Q1 2026 | May 14, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 117,243 | 6,239 | 0.3% | 0.28% | 172 | +4,607 | 4.09% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 116,861 | 6,198 | 0.06% | 0.06% | 173 | +13,232 | 12.77% | Q1 2026 | Apr 07, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 113,408 | 6,110 | 1.92% | 1.92% | 174 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 114,540 | 6,095 | 0.39% | 0.4% | 175 | -1,827 | -1.57% | Q1 2026 | Apr 14, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 114,481 | 6,092 | 3.25% | 3.31% | 176 | +557 | 0.49% | Q1 2026 | May 07, 2026 |
| City State Bank | History | Added to | 113,210 | 6,025 | 1.56% | 1.49% | 177 | +12,225 | 12.11% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 111,323 | 5,924 | 0.01% | 0.01% | 178 | +54,147 | 94.7% | Q1 2026 | May 14, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 108,835 | 5,792 | 1.13% | 1.02% | 179 | +15,904 | 17.11% | Q1 2026 | May 14, 2026 |
| One Wealth Map LLC | History | Reduced | 107,937 | 5,732 | 2.69% | 2.96% | 180 | -469 | -0.43% | Q1 2026 | May 04, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 106,006 | 5,641 | 0.76% | 0.78% | 181 | -1,400 | -1.3% | Q1 2026 | May 15, 2026 |
| PLANWISER FINANCIAL, LLC | History | Added to | 100,146 | 5,366 | 3.88% | 0.9% | 182 | +77,766 | 347.48% | Q1 2026 | May 12, 2026 |
| CONNING INC. | History | No change | 100,754 | 5,362 | 0.18% | 0.18% | 183 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 100,209 | 5,333 | 0.04% | 0.04% | 184 | +263 | 0.26% | Q1 2026 | May 15, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 98,343 | 5,190 | 2.64% | 2.54% | 185 | +7,045 | 7.72% | Q1 2026 | May 05, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 97,295 | 5,178 | 0.37% | 0.97% | 186 | -31,956 | -24.72% | Q1 2026 | May 15, 2026 |
| Shelter Mutual Insurance Co | History | No change | 97,200 | 5,171 | 1.15% | 1.17% | 187 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Herold Advisors, Inc. | History | Added to | 96,818 | 5,152 | 1.13% | 0.99% | 188 | +14,524 | 17.65% | Q1 2026 | May 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Reduced | 96,633 | 5,142 | 0.69% | 0.85% | 189 | -1,027 | -1.05% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 93,535 | 5,039 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HM PAYSON & CO | History | No change | 94,511 | 5,029 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Banco Santander, S.A. | History | Added to | 94,017 | 5,003 | 0.04% | 0.03% | 192 | +22,419 | 31.31% | Q1 2026 | May 08, 2026 |
| Maia Wealth LLC | History | Added to | 93,587 | 4,980 | 0.84% | 0.65% | 193 | +23,008 | 32.6% | Q1 2026 | May 08, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 93,262 | 4,963 | 0.08% | 0.05% | 194 | +34,200 | 57.91% | Q1 2026 | May 11, 2026 |
| CVS HEALTH Corp | History | No change | 92,750 | 4,936 | 2.33% | 3.69% | 195 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 92,365 | 4,915 | 0.48% | 0.52% | 196 | -8,290 | -8.24% | Q1 2026 | Apr 30, 2026 |
| CIBC Bancorp USA Inc. | History | New | 90,237 | 4,802 | 0.01% | — | 197 | +90,237 | New | Q1 2026 | May 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 90,210 | 4,800 | 0.24% | 0.29% | 198 | -14,436 | -13.8% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 89,454 | 4,757 | 0.06% | 0.07% | 199 | -5,400 | -5.69% | Q1 2026 | May 06, 2026 |
| Veridan Wealth LLC | History | Added to | 89,264 | 4,750 | 1.76% | 1.61% | 200 | +577 | 0.65% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 88,398 | 4,704 | 0.06% | 0.06% | 201 | +8,422 | 10.53% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 86,681 | 4,613 | 0.05% | 0.02% | 202 | +51,548 | 146.72% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 86,431 | 4,599 | 0.1% | 0.1% | 203 | +1,804 | 2.13% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 85,936 | 4,573 | 0.05% | 0.05% | 204 | +10,877 | 14.49% | Q1 2026 | Apr 23, 2026 |
| Stratos Investment Management, LLC | History | Added to | 85,327 | 4,541 | 0.18% | 0.16% | 205 | +8,915 | 11.67% | Q1 2026 | Apr 28, 2026 |
| Agate Pass Investment Management, LLC | History | Added to | 84,010 | 4,471 | 1.75% | 1.59% | 206 | +4,387 | 5.51% | Q1 2026 | Apr 07, 2026 |
| FDx Advisors, Inc. | History | Reduced | 83,704 | 4,455 | 1.42% | 2.39% | 207 | -3,280 | -3.77% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Added to | 82,516 | 4,391 | 0.05% | 0.04% | 208 | +11,662 | 16.46% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 81,096 | 4,369 | 0.09% | 0.09% | 209 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 79,764 | 4,297 | 0.15% | 0.15% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 80,615 | 4,290 | 0.0% | 0.0% | 211 | -4,462 | -5.24% | Q1 2026 | May 14, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 80,413 | 4,279 | 0.47% | 0.48% | 212 | +1,030 | 1.3% | Q1 2026 | May 11, 2026 |
| Breakwater Capital Group | History | Added to | 78,030 | 4,152 | 0.56% | 0.57% | 213 | +1,894 | 2.49% | Q1 2026 | Apr 20, 2026 |
| PEOPLES BANK /OH | History | Added to | 77,163 | 4,106 | 2.52% | 2.58% | 214 | +30 | 0.04% | Q1 2026 | Apr 24, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 76,535 | 4,073 | 0.3% | 0.31% | 215 | -2,484 | -3.14% | Q1 2026 | May 14, 2026 |
| Illumine Investment Management, LLC | History | Reduced | 76,190 | 4,054 | 3.12% | 3.0% | 216 | -245 | -0.32% | Q1 2026 | May 04, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Reduced | 75,469 | 4,016 | 1.17% | 1.2% | 217 | -843 | -1.1% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 75,315 | 4,008 | 0.0% | — | 218 | +75,315 | New | Q1 2026 | May 15, 2026 |
| Fiduciary Alliance LLC | History | Added to | 73,971 | 3,964 | 0.24% | 0.23% | 219 | +9,381 | 14.52% | Q1 2026 | Apr 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 73,837 | 3,929 | 0.44% | 0.45% | 220 | -1,911 | -2.52% | Q1 2026 | Apr 24, 2026 |
| Center For Asset Management LLC | History | Added to | 73,295 | 3,900 | 1.94% | 1.87% | 221 | +6,852 | 10.31% | Q1 2026 | Apr 16, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 72,504 | 3,858 | 0.28% | 0.1% | 222 | +45,090 | 164.48% | Q1 2026 | Apr 10, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 70,924 | 3,821 | 0.25% | 0.25% | 223 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 70,265 | 3,739 | 1.75% | 1.75% | 225 | -3,592 | -4.86% | Q1 2026 | Apr 27, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 70,256 | 3,739 | 0.16% | 0.15% | 224 | +670 | 0.96% | Q1 2026 | Apr 13, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 69,592 | 3,703 | 1.63% | 1.65% | 226 | +2,007 | 2.97% | Q1 2026 | Apr 27, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 69,001 | 3,666 | 0.01% | 0.01% | 227 | -1,413 | -2.01% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 68,383 | 3,619 | 0.13% | 0.16% | 228 | -10,591 | -13.41% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 67,405 | 3,587 | 0.18% | 0.18% | 229 | -1,528 | -2.22% | Q1 2026 | May 04, 2026 |
| SWS Partners | History | Reduced | 67,185 | 3,575 | 0.88% | 0.88% | 230 | -686 | -1.01% | Q1 2026 | Apr 21, 2026 |
| PW ADVISORS, LLC \ FL | History | Added to | 66,844 | 3,557 | 2.66% | 1.52% | 231 | +31,725 | 90.34% | Q1 2026 | Apr 24, 2026 |
| Private Advisory Group LLC | History | New | 66,672 | 3,548 | 0.23% | — | 232 | +66,672 | New | Q1 2026 | May 08, 2026 |
| DMC Group, LLC | History | Reduced | 64,934 | 3,455 | 2.33% | 2.38% | 233 | -1,187 | -1.8% | Q1 2026 | Apr 30, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 64,612 | 3,438 | 0.0% | 0.0% | 234 | +307 | 0.48% | Q1 2026 | Apr 30, 2026 |
| Israel Discount Bank of New York | History | Added to | 60,551 | 3,222 | 7.07% | 5.83% | 235 | +20,796 | 52.31% | Q1 2026 | Apr 06, 2026 |
| Great Diamond Partners, LLC | History | Added to | 60,464 | 3,217 | 0.62% | 0.56% | 236 | +6,700 | 12.46% | Q1 2026 | May 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 59,201 | 3,151 | 0.2% | — | 237 | +59,201 | New | Q1 2026 | May 08, 2026 |
| SCS Capital Management LLC | History | No change | 58,930 | 3,136 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 58,897 | 3,134 | 0.15% | 0.13% | 239 | +9,459 | 19.13% | Q1 2026 | Apr 28, 2026 |
| Ackerman Capital Advisors, LLC | History | Added to | 58,411 | 3,108 | 0.64% | 0.6% | 240 | +3,040 | 5.49% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Added to | 58,369 | 3,105 | 0.02% | 0.01% | 241 | +32,276 | 123.7% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 58,225 | 3,098 | 0.02% | 0.05% | 242 | -221,659 | -79.2% | Q1 2026 | Apr 29, 2026 |
| AMG National Trust Bank | History | Added to | 57,820 | 3,077 | 0.07% | 0.07% | 243 | +5,295 | 10.08% | Q1 2026 | May 04, 2026 |
| ADVISORY RESEARCH INC | History | No change | 57,761 | 3,074 | 0.38% | 0.39% | 244 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Eagle Wealth Advisors LLC | History | Added to | 55,045 | 2,929 | 2.7% | 1.5% | 245 | +22,355 | 68.38% | Q1 2026 | Apr 23, 2026 |
| Kensington Asset Management, LLC | History | No change | 52,464 | 2,792 | 0.15% | 0.15% | 246 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 52,090 | 2,772 | 0.03% | 0.03% | 247 | +2,638 | 5.33% | Q1 2026 | Apr 20, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 51,965 | 2,765 | 0.13% | 0.14% | 248 | +4,757 | 10.08% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 51,498 | 2,740 | 0.01% | 0.0% | 249 | +43,751 | 564.75% | Q1 2026 | May 15, 2026 |
| Courage Miller Partners, LLC | History | Added to | 51,354 | 2,733 | 0.77% | 0.82% | 250 | +581 | 1.14% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 51,271 | 2,728 | 0.72% | 0.76% | 251 | -1,466 | -2.78% | Q1 2026 | Apr 23, 2026 |
| Gateway Wealth Partners, LLC | History | New | 50,051 | 2,663 | 0.1% | — | 252 | +50,051 | New | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 49,895 | 2,655 | 0.24% | 0.16% | 253 | -1,221 | -2.39% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 49,589 | 2,639 | 0.0% | 0.0% | 254 | -3,490 | -6.58% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | Reduced | 48,676 | 2,590 | 0.04% | 0.04% | 255 | -3,248 | -6.26% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 48,576 | 2,585 | 0.04% | 0.04% | 256 | +261 | 0.54% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 47,974 | 2,553 | 0.04% | 0.01% | 257 | +38,418 | 402.03% | Q1 2026 | Apr 22, 2026 |
| TAGStone Capital, Inc. | History | Added to | 47,840 | 2,546 | 0.9% | 0.89% | 258 | +3,568 | 8.06% | Q1 2026 | May 11, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 47,739 | 2,540 | 0.27% | 0.76% | 259 | -84,220 | -63.82% | Q1 2026 | Apr 22, 2026 |
| Tranquilli Financial Advisor LLC | History | Reduced | 47,672 | 2,537 | 1.48% | 1.59% | 260 | -3,358 | -6.58% | Q1 2026 | May 11, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Added to | 46,304 | 2,464 | 0.22% | 0.09% | 261 | +25,869 | 126.59% | Q1 2026 | Apr 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 45,857 | 2,440 | 0.05% | 0.04% | 262 | +6,941 | 17.84% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 45,755 | 2,435 | 0.06% | 0.05% | 263 | +5,817 | 14.57% | Q1 2026 | May 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 45,641 | 2,429 | 0.81% | 0.88% | 264 | +938 | 2.1% | Q1 2026 | May 12, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 45,337 | 2,412 | 0.58% | — | 265 | +45,337 | New | Q1 2026 | Apr 17, 2026 |
| JT Stratford LLC | History | Added to | 44,408 | 2,363 | 0.3% | 0.23% | 267 | +10,571 | 31.24% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 44,411 | 2,363 | 0.07% | 0.07% | 266 | +2,600 | 6.22% | Q1 2026 | Apr 08, 2026 |
| Forza Wealth Management, LLC | History | Reduced | 43,900 | 2,336 | 0.81% | 0.86% | 268 | -100 | -0.23% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 43,697 | 2,326 | 0.0% | 0.02% | 269 | -171,386 | -79.68% | Q1 2026 | May 01, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 43,675 | 2,324 | 0.93% | 0.88% | 270 | +1,693 | 4.03% | Q1 2026 | Apr 23, 2026 |
| Calamos Advisors LLC | History | Added to | 43,570 | 2,318 | 0.01% | 0.0% | 271 | +26,845 | 160.51% | Q1 2026 | May 04, 2026 |
| Keeler Thomas Management LLC | History | New | 43,402 | 2,309 | 0.98% | — | 272 | +43,402 | New | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 42,998 | 2,288 | 1.06% | 0.96% | 273 | +1,779 | 4.32% | Q1 2026 | May 04, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 42,552 | 2,264 | 0.31% | 0.3% | 274 | +2,792 | 7.02% | Q1 2026 | Apr 23, 2026 |
| Busey Bank | History | Reduced | 41,381 | 2,202 | 0.06% | 0.06% | 275 | -2,310 | -5.29% | Q1 2026 | Apr 28, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 41,270 | 2,196 | 0.15% | 0.17% | 276 | +5,533 | 15.48% | Q1 2026 | May 18, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 40,925 | 2,178 | 0.08% | 0.08% | 277 | +190 | 0.47% | Q1 2026 | May 15, 2026 |
| DAVIS R M INC | History | Reduced | 40,830 | 2,172 | 0.04% | 0.04% | 278 | -6,025 | -12.86% | Q1 2026 | May 13, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 39,605 | 2,107 | 0.58% | 0.76% | 279 | -13,092 | -24.84% | Q1 2026 | Apr 27, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 39,174 | 2,084 | 0.58% | 0.63% | 280 | +306 | 0.79% | Q1 2026 | Apr 24, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 39,162 | 2,078 | 0.12% | 0.14% | 281 | -186 | -0.47% | Q1 2026 | May 14, 2026 |
| Brown Financial Advisors | History | Reduced | 39,013 | 2,076 | 0.79% | 0.79% | 282 | -832 | -2.09% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | New | 37,943 | 2,019 | 0.2% | — | 283 | +37,943 | New | Q1 2026 | Apr 06, 2026 |
| Charles Schwab Trust Co | History | Added to | 37,755 | 2,009 | 0.13% | 0.11% | 284 | +6,100 | 19.27% | Q1 2026 | Apr 10, 2026 |
| Montecito Bank & Trust | History | Added to | 37,579 | 1,999 | 0.33% | 0.32% | 285 | +844 | 2.3% | Q1 2026 | Apr 16, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 37,219 | 1,980 | 0.03% | 0.03% | 286 | -928 | -2.43% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 36,789 | 1,957 | 0.0% | 0.0% | 287 | -15,573 | -29.74% | Q1 2026 | May 15, 2026 |
| Cumberland Partners Ltd | History | Added to | 34,953 | 1,860 | 0.14% | 0.1% | 288 | +3,495 | 11.11% | Q1 2026 | May 14, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 34,959 | 1,860 | 1.2% | 1.21% | 289 | -135 | -0.38% | Q1 2026 | May 13, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | Reduced | 33,682 | 1,792 | 0.65% | 5.28% | 290 | -251,140 | -88.17% | Q1 2026 | May 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 33,542 | 1,785 | 0.13% | 0.09% | 291 | +10,403 | 44.96% | Q1 2026 | May 06, 2026 |
| Royal Fund Management, LLC | History | Added to | 33,178 | 1,766 | 0.17% | 0.15% | 292 | +1,913 | 6.12% | Q1 2026 | May 19, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 32,935 | 1,752 | 0.01% | 0.01% | 293 | -8,380 | -20.28% | Q1 2026 | May 05, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 32,852 | 1,748 | 0.23% | — | 294 | +32,852 | New | Q1 2026 | Apr 16, 2026 |
| Composition Wealth, LLC | History | Reduced | 32,384 | 1,723 | 0.02% | 0.03% | 295 | -2,411 | -6.93% | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 32,014 | 1,703 | 0.02% | 0.02% | 296 | +1,090 | 3.52% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | Added to | 31,892 | 1,697 | 0.39% | 0.25% | 297 | +12,874 | 67.69% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Added to | 31,830 | 1,694 | 0.04% | 0.05% | 298 | +81 | 0.26% | Q1 2026 | May 14, 2026 |
| WESPAC Advisors, LLC | History | Added to | 31,700 | 1,687 | 0.92% | 0.88% | 299 | +1,675 | 5.58% | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | Added to | 31,697 | 1,686 | 0.0% | 0.0% | 300 | +2,020 | 6.81% | Q1 2026 | May 14, 2026 |