iSHARES TRUST - IGLB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 4,486,417 | 222,660 | 0.0% | 0.0% | 1 | +845,308 | 23.22% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL PLC | History | Added to | 3,189,086 | 158,274 | 0.93% | 1.22% | 2 | +135,659 | 4.44% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,156,984 | 156,681 | 0.01% | 0.01% | 3 | -177,255 | -5.32% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,351,977 | 116,728 | 0.03% | 0.04% | 4 | -540,016 | -18.67% | Q1 2026 | May 04, 2026 |
| ALLIANZ SE | History | No change | 1,622,000 | 80,499 | 0.89% | 1.05% | 5 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 1,515,213 | 75,200 | 0.15% | 0.15% | 6 | +27,087 | 1.82% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 1,490,869 | 73,991 | 0.02% | 0.01% | 7 | +414,852 | 38.55% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 1,384,658 | 68,720 | 0.38% | — | 8 | +1,384,658 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 1,278,660 | 63,036 | 0.01% | 0.02% | 9 | -877,132 | -40.69% | Q1 2026 | May 08, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | New | 924,345 | 45,875 | 0.67% | — | 10 | +924,345 | New | Q1 2026 | Apr 09, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 856,466 | 42,506 | 0.66% | 0.67% | 11 | +54,769 | 6.83% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 749,542 | 37,192 | 0.01% | 0.01% | 12 | +28,747 | 3.99% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 722,529 | 35,533 | 0.4% | 0.33% | 13 | +204,787 | 39.55% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 709,435 | 35,209 | 0.01% | 0.01% | 14 | +67,296 | 10.48% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 661,593 | 32,834 | 0.0% | 0.0% | 15 | -446,030 | -40.27% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 601,919 | 29,873 | 0.01% | 0.01% | 16 | -160,102 | -21.01% | Q1 2026 | May 11, 2026 |
| Advisors Capital Management, LLC | History | Added to | 535,944 | 26,598 | 0.31% | 0.29% | 17 | +46,126 | 9.42% | Q1 2026 | May 01, 2026 |
| Insight Wealth Strategies, LLC | History | Added to | 495,996 | 24,616 | 2.75% | 2.76% | 18 | +19,525 | 4.1% | Q1 2026 | Apr 10, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 449,909 | 22,328 | 3.08% | 1.71% | 19 | +216,131 | 92.45% | Q1 2026 | Apr 16, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 425,561 | 21,120 | 0.0% | 0.0% | 20 | -12,693 | -2.9% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 415,959 | 20,644 | 0.02% | 0.02% | 21 | +70,707 | 20.48% | Q1 2026 | May 13, 2026 |
| NYL Investors LLC | History | Added to | 399,942 | 19,849 | 7.5% | 6.79% | 22 | +3,790 | 0.96% | Q1 2026 | May 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 349,813 | 17,361 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 312,516 | 15,510 | 0.02% | 0.02% | 24 | +8,661 | 2.85% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 307,693 | 15,270 | 0.0% | 0.0% | 25 | -26,049 | -7.81% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 307,527 | 15,151 | 0.0% | 0.0% | 26 | +13,595 | 4.63% | Q1 2026 | May 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 305,149 | 15,034 | 0.01% | 0.03% | 27 | -398,926 | -56.66% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 297,596 | 14,769 | 0.02% | 0.02% | 28 | +8,230 | 2.84% | Q1 2026 | Apr 27, 2026 |
| Fund Evaluation Group, LLC | History | No change | 297,113 | 14,745 | 0.45% | 0.5% | 29 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Betterment LLC | History | Added to | 290,830 | 14,434 | 0.03% | 0.03% | 30 | +15,254 | 5.54% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 280,359 | 13,914 | 0.0% | 0.0% | 31 | -11,386 | -3.9% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 267,535 | 13,277 | 0.0% | — | 32 | +267,535 | New | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 252,840 | 12,548 | 1.37% | — | 33 | +252,840 | New | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 231,131 | 11,471 | 0.09% | 0.09% | 34 | +80,875 | 53.82% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 213,569 | 10,599 | 0.01% | 0.01% | 35 | -5 | -0.0% | Q1 2026 | May 07, 2026 |
| Eley Financial Management, Inc | History | Added to | 210,023 | 10,423 | 3.76% | 3.73% | 36 | +4,369 | 2.12% | Q1 2026 | May 19, 2026 |
| Onyx Bridge Wealth Group LLC | History | Added to | 195,963 | 9,725 | 1.05% | 0.63% | 37 | +79,076 | 67.65% | Q1 2026 | Apr 22, 2026 |
| Mittelman Wealth Management | History | Added to | 180,799 | 8,973 | 5.59% | 4.84% | 38 | +33,156 | 22.46% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 177,496 | 8,809 | 0.02% | 0.02% | 39 | +38,510 | 27.71% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 172,477 | 8,560 | 0.29% | 0.19% | 40 | +65,139 | 60.69% | Q1 2026 | Apr 07, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 153,266 | 7,606 | 0.86% | 0.8% | 41 | -50,036 | -24.61% | Q1 2026 | May 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 152,686 | 7,577 | 0.25% | 0.27% | 42 | -2,500 | -1.61% | Q1 2026 | May 13, 2026 |
| CROBAN | History | Added to | 144,235 | 7,158 | 3.37% | 2.27% | 43 | +51,064 | 54.81% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 143,861 | 7,139 | 0.03% | 0.03% | 44 | -448 | -0.31% | Q1 2026 | Apr 24, 2026 |
| ALLSTATE CORP | History | Added to | 132,893 | 6,595 | 0.07% | 0.07% | 45 | +36,051 | 37.23% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 126,792 | 6,292 | 0.02% | 0.03% | 46 | -119,247 | -48.47% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 119,067 | 5,909 | 0.01% | 0.01% | 48 | -4,205 | -3.41% | Q1 2026 | Apr 22, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 119,070 | 5,909 | 0.04% | 0.04% | 47 | +316 | 0.27% | Q1 2026 | May 05, 2026 |
| Thoma Capital Management LLC | History | Added to | 114,368 | 5,676 | 3.36% | 2.33% | 49 | +34,159 | 42.59% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 113,962 | 5,655 | 0.11% | 0.11% | 50 | +4,495 | 4.11% | Q1 2026 | Apr 14, 2026 |
| MCF Advisors LLC | History | Added to | 111,921 | 5,554 | 0.24% | 0.3% | 51 | +3,963 | 3.67% | Q1 2026 | May 11, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 111,884 | 5,552 | 0.13% | 0.12% | 52 | +3,917 | 3.63% | Q1 2026 | May 13, 2026 |
| North Dakota State Investment Board | History | No change | 111,002 | 5,509 | 0.24% | 0.21% | 53 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | Added to | 104,226 | 5,172 | 0.99% | 0.89% | 54 | +8,045 | 8.36% | Q1 2026 | Apr 03, 2026 |
| Maia Wealth LLC | History | Added to | 100,217 | 4,973 | 0.84% | 0.66% | 55 | +24,687 | 32.69% | Q1 2026 | May 08, 2026 |
| CVS HEALTH Corp | History | New | 100,000 | 4,963 | 2.34% | — | 56 | +100,000 | New | Q1 2026 | May 07, 2026 |
| Shum Financial Group, Inc. | History | Added to | 99,669 | 4,946 | 3.5% | 3.57% | 57 | +1,446 | 1.47% | Q1 2026 | Apr 22, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 93,264 | 4,628 | 0.65% | 0.79% | 58 | -3,460 | -3.58% | Q1 2026 | May 08, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 79,751 | 3,958 | 0.3% | 0.31% | 59 | +3,619 | 4.75% | Q1 2026 | Apr 30, 2026 |
| Arch Global Advisors, LLC | History | New | 76,439 | 3,793 | 1.98% | — | 60 | +76,439 | New | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 76,043 | 3,774 | 0.0% | 0.0% | 61 | -44,731 | -37.04% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 75,003 | 3,722 | 0.01% | 0.01% | 62 | -8,548 | -10.23% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 71,322 | 3,539 | 1.66% | 1.63% | 63 | -2,048 | -2.79% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 66,207 | 3,295 | 0.01% | 0.0% | 64 | +38,757 | 141.19% | Q1 2026 | Apr 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 63,990 | 3,175 | 0.02% | 0.02% | 65 | +3,218 | 5.3% | Q1 2026 | May 05, 2026 |
| Trajan Wealth LLC | History | Added to | 56,083 | 2,783 | 0.11% | 0.1% | 66 | +6,814 | 13.83% | Q1 2026 | May 13, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 55,130 | 2,736 | 0.23% | 0.26% | 67 | -7,309 | -11.71% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 54,438 | 2,701 | 0.0% | 0.0% | 68 | -2,124 | -3.76% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 54,378 | 2,698 | 0.0% | — | 69 | +54,378 | New | Q1 2026 | May 13, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 47,677 | 2,366 | 0.12% | 0.15% | 70 | -10,790 | -18.45% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 44,860 | 2,189 | 0.0% | 0.0% | 71 | +5,151 | 12.97% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | New | 43,751 | 2,171 | 0.04% | — | 72 | +43,751 | New | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 43,435 | 2,155 | 0.01% | 0.01% | 73 | +8,904 | 25.79% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 40,411 | 2,005 | 0.0% | 0.01% | 74 | -55,128 | -57.7% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 37,800 | 1,876 | 0.0% | 0.0% | 75 | +12,800 | 51.2% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 36,660 | 1,819 | 0.21% | — | 76 | +36,660 | New | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 36,263 | 1,799 | 0.01% | 0.03% | 77 | -116,066 | -76.19% | Q1 2026 | Apr 29, 2026 |
| Sovran Advisors, LLC | History | Added to | 34,793 | 1,726 | 0.14% | 0.13% | 78 | +3,743 | 12.05% | Q1 2026 | May 01, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 32,413 | 1,608 | 0.94% | 0.7% | 79 | +8,522 | 35.67% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 32,077 | 1,591 | 0.0% | 0.0% | 80 | -601 | -1.84% | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 30,262 | 1,501 | 0.0% | 0.0% | 81 | -1,624 | -5.09% | Q1 2026 | May 05, 2026 |
| Valtrion Capital Management, LLC | History | Added to | 29,134 | 1,445 | 1.36% | 1.17% | 82 | +5,815 | 24.94% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 29,053 | 1,442 | 0.0% | 0.0% | 83 | -69 | -0.24% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 26,371 | 1,330 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 26,336 | 1,307 | 0.01% | — | 85 | +26,336 | New | Q1 2026 | May 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 63,205,344 | 1,273 | 0.05% | 2.07% | 86 | +61,940,939 | 4898.82% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 25,000 | 1,240 | 0.16% | — | 87 | +25,000 | New | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 23,562 | 1,169 | 0.0% | 0.01% | 88 | -12,165 | -34.05% | Q1 2026 | Apr 30, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 22,467 | 1,115 | 0.07% | 0.08% | 89 | -1,559 | -6.49% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 21,962 | 1,089 | 0.02% | 0.02% | 90 | +1,437 | 7.0% | Q1 2026 | May 15, 2026 |
| RMR Capital Management, LLC | History | Added to | 21,462 | 1,065 | 0.77% | 0.78% | 91 | +10 | 0.05% | Q1 2026 | May 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 21,252 | 1,054 | 0.0% | 0.0% | 92 | -1,596 | -6.99% | Q1 2026 | May 14, 2026 |
| Global View Capital Management LLC | History | Reduced | 20,821 | 1,033 | 0.27% | 0.2% | 93 | -174 | -0.83% | Q1 2026 | May 04, 2026 |
| KINTRA WEALTH, LLC | History | Reduced | 20,319 | 1,008 | 0.07% | 0.43% | 94 | -40,359 | -66.51% | Q1 2026 | May 15, 2026 |
| Passumpsic Savings Bank | History | No change | 19,168 | 967 | 0.53% | 0.53% | 95 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 19,403 | 962 | 0.02% | 1.15% | 96 | -911,118 | -97.91% | Q1 2026 | May 11, 2026 |
| Main Street Research LLC | History | Added to | 18,751 | 930 | 0.05% | 0.05% | 97 | +2,810 | 17.63% | Q1 2026 | Apr 30, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 18,362 | 911 | 0.07% | 0.03% | 98 | +10,459 | 132.34% | Q1 2026 | Apr 16, 2026 |
| Berkeley Capital Partners, LLC | History | Reduced | 17,703 | 878 | 0.2% | 0.21% | 99 | -150 | -0.84% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 17,193 | 853 | 0.0% | 0.01% | 100 | -2,084 | -10.81% | Q1 2026 | May 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Reduced | 16,876 | 837 | 0.15% | 0.16% | 101 | -467 | -2.69% | Q1 2026 | Apr 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 16,663 | 826 | 0.09% | 0.1% | 102 | -2,243 | -11.86% | Q1 2026 | Apr 24, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 14,686 | 729 | 0.08% | 0.11% | 103 | +536 | 3.79% | Q1 2026 | Apr 10, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 14,315 | 710 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 14,256 | 707 | 0.09% | 3.05% | 105 | -452,574 | -96.95% | Q1 2026 | Apr 27, 2026 |
| Archer Investment Corp | History | Reduced | 14,151 | 702 | 0.15% | 0.16% | 106 | -12 | -0.08% | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 14,008 | 695 | 0.02% | 0.0% | 107 | +12,112 | 638.82% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 13,843 | 692 | 0.04% | 0.03% | 108 | +4,051 | 41.37% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Added to | 13,385 | 663 | 0.0% | 0.0% | 109 | +1,539 | 12.99% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 13,017 | 646 | 0.0% | 0.0% | 110 | +2,638 | 25.42% | Q1 2026 | May 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 12,300 | 610 | 0.0% | 0.0% | 111 | +12,220 | 15275.0% | Q1 2026 | May 14, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 12,299 | 610 | 0.02% | 0.02% | 112 | -260 | -2.07% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 12,251 | 608 | 0.0% | 0.0% | 113 | -4,298 | -25.97% | Q1 2026 | May 14, 2026 |
| Vantage Financial Partners, LLC | History | No change | 11,940 | 602 | 0.12% | 0.12% | 114 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| FDx Advisors, Inc. | History | Reduced | 12,095 | 600 | 0.19% | 0.36% | 115 | -1,715 | -12.42% | Q1 2026 | May 01, 2026 |
| SAGE ADVISORS, LLC | History | No change | 11,267 | 568 | 0.38% | 0.38% | 116 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| RHS Financial, LLC | History | Added to | 11,385 | 565 | 0.27% | 0.14% | 117 | +5,587 | 96.36% | Q1 2026 | Apr 28, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 11,012 | 537 | 0.05% | 0.14% | 118 | -17,564 | -61.46% | Q1 2026 | May 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 10,339 | 513 | 0.01% | 0.01% | 119 | -1,720 | -14.26% | Q1 2026 | May 13, 2026 |
| Winter & Associates, Inc. | History | Reduced | 10,189 | 506 | 0.44% | 0.56% | 120 | -1,870 | -15.51% | Q1 2026 | Apr 08, 2026 |
| City Center Advisors, LLC | History | New | 9,946 | 493 | 0.46% | — | 121 | +9,946 | New | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Reduced | 9,716 | 482 | 0.0% | 0.0% | 122 | -4,233 | -30.35% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 9,115 | 452 | 0.01% | 0.01% | 123 | -1,952 | -17.64% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 9,056 | 449 | 0.0% | 0.0% | 124 | -415 | -4.38% | Q1 2026 | May 05, 2026 |
| Meadowbrook Advisors Group, LLC | History | Reduced | 8,709 | 432 | 0.26% | 0.27% | 125 | -677 | -7.21% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,522 | 422 | 0.0% | 0.03% | 126 | -42,991 | -83.46% | Q1 2026 | May 08, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 8,327 | 413 | 0.28% | 1.28% | 127 | -43,021 | -83.78% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 8,114 | 409 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Invera Wealth Advisors, LLC | History | Reduced | 8,059 | 399 | 0.26% | 0.29% | 129 | -1,089 | -11.9% | Q1 2026 | Apr 22, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 7,937 | 393 | 0.25% | — | 130 | +7,937 | New | Q1 2026 | Apr 14, 2026 |
| NBT BANK N A /NY | History | Added to | 7,850 | 389 | 0.03% | 0.03% | 131 | +95 | 1.23% | Q1 2026 | Apr 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 7,830 | 388 | 0.0% | 0.0% | 132 | +1,042 | 15.35% | Q1 2026 | May 05, 2026 |
| MA Private Wealth | History | Reduced | 7,395 | 367 | 0.06% | 3.23% | 133 | -376,088 | -98.07% | Q1 2026 | May 07, 2026 |
| KKM Financial LLC | History | No change | 7,220 | 364 | 0.06% | 0.06% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,270 | 360 | 0.0% | — | 135 | +7,270 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 7,024 | 354 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 7,130 | 353 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Garner Asset Management Corp | History | No change | 7,000 | 347 | 0.14% | 0.14% | 138 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Israel Discount Bank of New York | History | No change | 6,896 | 342 | 0.75% | 0.94% | 139 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| XTX Topco Ltd | History | New | 6,785 | 336 | 0.01% | — | 140 | +6,785 | New | Q1 2026 | May 15, 2026 |
| Econ Financial Services Corp | History | New | 6,735 | 334 | 0.16% | — | 141 | +6,735 | New | Q1 2026 | Apr 21, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 6,723 | 333 | 0.0% | 0.0% | 143 | +2,361 | 54.13% | Q1 2026 | Apr 20, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 6,721 | 333 | 0.08% | 0.08% | 142 | +32 | 0.48% | Q1 2026 | Apr 20, 2026 |
| Severin Investments, LLC | History | New | 6,447 | 319 | 0.27% | — | 144 | +6,447 | New | Q1 2026 | Apr 24, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 5,897 | 293 | 0.08% | 0.07% | 145 | +51 | 0.87% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 5,865 | 291 | 0.0% | — | 146 | +5,865 | New | Q1 2026 | May 15, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 5,840 | 289 | 0.05% | 0.09% | 147 | -4,485 | -43.44% | Q1 2026 | May 13, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 5,806 | 288 | 0.19% | 0.19% | 148 | -20 | -0.34% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 5,713 | 284 | 0.01% | 0.01% | 149 | +192 | 3.48% | Q1 2026 | Apr 21, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 5,348 | 265 | 0.01% | 0.01% | 150 | -1,377 | -20.48% | Q1 2026 | May 14, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Added to | 5,204 | 258 | 0.14% | 0.14% | 151 | +190 | 3.79% | Q1 2026 | May 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | New | 5,139 | 255 | 0.07% | — | 153 | +5,139 | New | Q1 2026 | Apr 30, 2026 |
| INVESTED ADVISORS | History | Added to | 5,156 | 255 | 0.26% | 0.26% | 152 | +88 | 1.74% | Q1 2026 | Apr 29, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 5,138 | 254 | 0.01% | 0.01% | 154 | +45 | 0.88% | Q1 2026 | May 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 5,087 | 252 | 0.01% | 0.01% | 155 | -16 | -0.31% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 5,071 | 251 | 0.0% | — | 156 | +5,071 | New | Q1 2026 | May 01, 2026 |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | History | New | 5,044 | 250 | 0.07% | — | 157 | +5,044 | New | Q1 2026 | Apr 15, 2026 |
| Peak Planning Group, LLC | History | No change | 4,907 | 243 | 0.07% | 0.07% | 158 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 4,882 | 242 | 0.0% | 0.0% | 159 | -2,907 | -37.32% | Q1 2026 | May 01, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,806 | 238 | 0.0% | 0.0% | 160 | -495 | -9.34% | Q1 2026 | May 13, 2026 |
| Farrell Financial LLC | History | Reduced | 4,764 | 236 | 0.14% | 0.14% | 161 | -78 | -1.61% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 4,709 | 233 | 0.01% | 0.01% | 162 | -373 | -7.34% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | New | 4,621 | 229 | 0.0% | — | 164 | +4,621 | New | Q1 2026 | May 12, 2026 |
| Balefire, LLC | History | Reduced | 4,618 | 229 | 0.04% | 0.05% | 163 | -17 | -0.37% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 4,509 | 223 | 0.0% | — | 165 | +4,509 | New | Q1 2026 | May 15, 2026 |
| Van Diest Capital, LLC | History | New | 4,255 | 211 | 0.17% | — | 167 | +4,255 | New | Q1 2026 | May 15, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 4,265 | 211 | 0.11% | 0.13% | 166 | -771 | -15.31% | Q1 2026 | May 11, 2026 |
| Strategic Investment Advisors / MI | History | New | 4,164 | 206 | 0.01% | — | 168 | +4,164 | New | Q1 2026 | May 18, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,060 | 201 | 0.01% | 0.01% | 169 | -2,450 | -37.63% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,815 | 189 | 0.0% | 0.0% | 170 | -3,484 | -47.73% | Q1 2026 | May 08, 2026 |
| Horizons Wealth Management | History | Reduced | 3,706 | 183 | 0.12% | 0.14% | 171 | -577 | -13.47% | Q1 2026 | Apr 02, 2026 |
| Parallel Advisors, LLC | History | No change | 3,588 | 178 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,525 | 177 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 3,472 | 175 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 3,502 | 173 | 0.11% | 0.06% | 175 | -152 | -4.16% | Q1 2026 | May 01, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 2,964 | 147 | 0.06% | 0.07% | 176 | -208 | -6.56% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 2,331 | 115 | 0.0% | — | 177 | +2,331 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,964 | 97 | 0.0% | 0.01% | 178 | -12,545 | -86.46% | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,823 | 90 | 0.01% | 0.01% | 179 | +228 | 14.29% | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | Added to | 1,428 | 70 | 0.01% | 0.0% | 180 | +1,317 | 1186.49% | Q1 2026 | May 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 1,000 | 49 | 0.01% | — | 181 | +1,000 | New | Q1 2026 | May 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 982 | 48 | 0.01% | 0.01% | 182 | -813 | -45.29% | Q1 2026 | Apr 21, 2026 |
| NFSG Corp | History | Added to | 972 | 48 | 0.01% | 0.01% | 183 | +9 | 0.93% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 952 | 47 | 0.0% | 0.0% | 184 | -80 | -7.75% | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | New | 786 | 39 | 0.0% | — | 185 | +786 | New | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 781 | 38 | 0.0% | 0.0% | 186 | +243 | 45.17% | Q1 2026 | May 13, 2026 |
| Key Capital Management, INC | History | Reduced | 695 | 34 | 0.02% | 0.04% | 187 | -27 | -3.74% | Q1 2026 | May 07, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 678 | 33 | 0.01% | 0.01% | 188 | -54 | -7.38% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Reduced | 630 | 31 | 0.0% | 0.0% | 189 | -12,007 | -95.01% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 533 | 26 | 0.0% | 0.0% | 190 | +1 | 0.19% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 509 | 25 | 0.0% | 0.0% | 191 | +205 | 67.43% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 505 | 25 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 481 | 23 | 0.0% | 0.0% | 193 | +162 | 50.78% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 383 | 19 | 0.0% | 0.02% | 195 | -4,016 | -91.29% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 392 | 19 | 0.0% | 0.0% | 196 | -61 | -13.47% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | No change | 400 | 19 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 375 | 18 | 0.0% | 0.06% | 197 | -7,991 | -95.52% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 357 | 17 | 0.0% | 0.0% | 198 | -170 | -32.26% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 355 | 17 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | New | 294 | 14 | 0.0% | — | 201 | +294 | New | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 295 | 14 | 0.0% | 0.0% | 200 | -18 | -5.75% | Q1 2026 | Apr 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 233 | 11 | 0.0% | 0.0% | 203 | +138 | 145.26% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | No change | 230 | 11 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lummis Asset Management, LP | History | No change | 239 | 11 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 208 | 10 | 0.0% | 0.0% | 205 | -23 | -9.96% | Q1 2026 | May 15, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 199 | 9 | 0.0% | 0.0% | 207 | +153 | 332.61% | Q1 2026 | May 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 200 | 9 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 171 | 8 | 0.0% | 0.0% | 208 | -284 | -62.42% | Q1 2026 | May 01, 2026 |
| Crews Bank & Trust | History | No change | 170 | 8 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 147 | 7 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 122 | 6 | 0.0% | 0.07% | 212 | -29,195 | -99.58% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | No change | 136 | 6 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | New | 105 | 5 | 0.0% | — | 213 | +105 | New | Q1 2026 | May 19, 2026 |
| Princeton Global Asset Management LLC | History | No change | 94 | 4 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AlphaCore Capital LLC | History | Reduced | 60 | 2 | 0.0% | 0.0% | 216 | -86 | -58.9% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 48 | 2 | 0.0% | — | 218 | +48 | New | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 52 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 40 | 1 | 0.0% | 0.0% | 221 | -464 | -92.06% | Q1 2026 | Apr 13, 2026 |
| Noble Wealth Management PBC | History | Reduced | 25 | 1 | 0.0% | 0.0% | 225 | -25 | -50.0% | Q1 2026 | Apr 02, 2026 |
| SIMPLEX TRADING, LLC | History | New | 25 | 1 | 0.0% | — | 227 | +25 | New | Q1 2026 | May 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 34 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 26 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McIlrath & Eck, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Golden State Wealth Management, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 33 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Vision Retirement, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.85% | — | -927,000 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | Closed out | 0 | 0 | — | 3.47% | — | -722,063 | -100.0% | Q1 2026 | May 15, 2026 |
| MARINER INVESTMENT GROUP LLC | History | Closed out | 0 | 0 | — | 1.18% | — | -400,000 | -100.0% | Q1 2026 | May 05, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -155,317 | -100.0% | Q1 2026 | May 15, 2026 |
| Cosner Financial Group, LLC | History | Closed out | 0 | 0 | — | 3.85% | — | -149,531 | -100.0% | Q1 2026 | May 01, 2026 |
| WESPAC Advisors SoCal, LLC | History | Closed out | 0 | 0 | — | 1.44% | — | -141,056 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Systelligence, LLC | History | Closed out | 0 | 0 | — | 1.29% | — | -134,248 | -100.0% | Q1 2026 | Apr 21, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -100,595 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -70,522 | -100.0% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,547 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -24,233 | -100.0% | Q1 2026 | May 14, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -18,540 | -100.0% | Q1 2026 | Apr 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,972 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,339 | -100.0% | Q1 2026 | Apr 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,583 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Sovereign Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -7,577 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -5,714 | -100.0% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,523 | -100.0% | Q1 2026 | May 04, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,720 | -100.0% | Q1 2026 | May 11, 2026 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,590 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Arkadios Wealth Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -4,425 | -100.0% | Q1 2026 | May 18, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,090 | -100.0% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,749 | -100.0% | Q1 2026 | May 13, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,259 | -100.0% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -415 | -100.0% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q1 2026 | Apr 13, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 13, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -161 | -100.0% | Q1 2026 | May 13, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1 | 0 | — | 0.0% | — | -71 | -98.61% | Q1 2026 | May 12, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Strategic Advocates LLC | History | Reduced | 5 | 0 | — | — | — | -7 | -58.33% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BARCLAYS PLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TSFG, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GAMMA Investing LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |