iSHARES TRUST - IGOV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Itau Unibanco Holding S.A. | History | New | 2,725,650 | 111,915 | 2.6% | — | 1 | +2,725,650 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 1,529,101 | 62,784 | 0.04% | 0.04% | 2 | +97,800 | 6.83% | Q1 2026 | May 12, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 588,155 | 24,149 | 1.22% | 1.31% | 3 | -29,288 | -4.74% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 503,816 | 20,686 | 0.0% | 0.0% | 4 | +19,587 | 4.04% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | New | 474,192 | 19,470 | 0.16% | — | 5 | +474,192 | New | Q1 2026 | Apr 24, 2026 |
| Neuberger Berman Group LLC | History | Added to | 444,882 | 18,266 | 0.01% | 0.0% | 6 | +390,404 | 716.63% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 382,769 | 15,716 | 0.0% | 0.0% | 7 | +145,128 | 61.07% | Q1 2026 | May 06, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 379,118 | 15,566 | 0.28% | 0.26% | 8 | +50,094 | 15.23% | Q1 2026 | May 14, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 319,386 | 13,113 | 0.74% | 0.76% | 9 | +166,083 | 108.34% | Q1 2026 | Apr 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 308,236 | 12,656 | 0.0% | 0.0% | 10 | +57,010 | 22.69% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 288,243 | 11,835 | 0.0% | 0.0% | 11 | +142,937 | 98.37% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 276,328 | 11,346 | 0.0% | 0.0% | 12 | +93,251 | 50.94% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 267,680 | 10,990 | 0.0% | 0.0% | 13 | +154,256 | 136.0% | Q1 2026 | May 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 250,449 | 10,283 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 247,992 | 10,182 | 1.08% | 1.12% | 15 | -745 | -0.3% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 239,675 | 9,841 | 0.0% | 0.0% | 16 | +71,496 | 42.51% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 237,032 | 9,614 | 0.0% | 0.0% | 17 | +49,086 | 26.12% | Q1 2026 | May 13, 2026 |
| Avos Capital Management, LLC | History | Added to | 203,402 | 8,351 | 3.3% | 3.33% | 18 | +20,560 | 11.24% | Q1 2026 | May 15, 2026 |
| Aspect Partners, LLC | History | Added to | 200,517 | 8,233 | 3.37% | 3.49% | 19 | +9,367 | 4.9% | Q1 2026 | Apr 02, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 190,980 | 7,841 | 4.41% | 4.22% | 20 | +10,192 | 5.64% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Reduced | 171,994 | 7,062 | 0.74% | 0.77% | 21 | -7,524 | -4.19% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 161,670 | 6,638 | 0.0% | 0.0% | 22 | +8,859 | 5.8% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 160,648 | 6,512 | 0.0% | 0.0% | 23 | +39,556 | 32.67% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 139,868 | 5,743 | 0.0% | 0.0% | 24 | +28,459 | 25.54% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 134,340 | 5,516 | 0.13% | 0.25% | 25 | -134,497 | -50.03% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 114,765 | 4,712 | 0.03% | 0.02% | 26 | +17,158 | 17.58% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 113,837 | 4,674 | 0.08% | 0.05% | 27 | +36,200 | 46.63% | Q1 2026 | Apr 27, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 112,905 | 4,635 | 0.01% | 0.01% | 28 | -10,808 | -8.74% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 112,825 | 4,632 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 110,096 | 4,520 | 0.0% | 0.0% | 30 | +100,412 | 1036.89% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 103,668 | 4,256 | 0.0% | 0.0% | 31 | -28,972 | -21.84% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 101,458 | 4,165 | 0.02% | 0.04% | 32 | -45,562 | -30.99% | Q1 2026 | May 15, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 95,274 | 3,911 | 0.23% | 0.17% | 33 | +22,197 | 30.37% | Q1 2026 | May 15, 2026 |
| DMC Group, LLC | History | Added to | 85,469 | 3,509 | 2.37% | 2.15% | 34 | +8,259 | 10.7% | Q1 2026 | Apr 30, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 81,165 | 3,332 | 1.72% | 1.63% | 35 | +977 | 1.22% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 76,478 | 3,140 | 0.05% | 0.05% | 36 | +4,972 | 6.95% | Q1 2026 | Apr 21, 2026 |
| Israel Discount Bank of New York | History | Added to | 71,781 | 2,947 | 6.46% | 4.58% | 37 | +31,325 | 77.43% | Q1 2026 | Apr 06, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 67,919 | 2,788 | 0.0% | 0.0% | 38 | -36,400 | -34.89% | Q1 2026 | May 11, 2026 |
| Betterment LLC | History | Added to | 61,151 | 2,511 | 0.0% | 0.0% | 39 | +886 | 1.47% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 60,613 | 2,488 | 0.0% | 0.0% | 40 | +17,225 | 39.7% | Q1 2026 | May 13, 2026 |
| Ballentine Partners, LLC | History | New | 59,000 | 2,422 | 0.03% | — | 41 | +59,000 | New | Q1 2026 | May 14, 2026 |
| Empirical Asset Management, LLC | History | Added to | 58,817 | 2,415 | 0.64% | 0.67% | 42 | +1,777 | 3.12% | Q1 2026 | May 11, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 56,705 | 2,328 | 0.03% | 0.05% | 43 | -14,264 | -20.1% | Q1 2026 | May 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 54,185 | 2,224 | 0.12% | 0.12% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 48,916 | 2,008 | 0.0% | 0.0% | 45 | +2,457 | 5.29% | Q1 2026 | Apr 27, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 47,677 | 1,974 | 0.2% | 0.23% | 46 | -1,191 | -2.44% | Q1 2026 | May 06, 2026 |
| Columbus Macro, LLC | History | Reduced | 46,016 | 1,889 | 0.2% | 0.3% | 48 | -20,689 | -31.02% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 46,023 | 1,889 | 0.0% | 0.0% | 47 | +15,596 | 51.26% | Q1 2026 | Apr 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 43,685 | 1,793 | 0.01% | — | 49 | +43,685 | New | Q1 2026 | May 01, 2026 |
| PFG Advisors | History | Added to | 41,248 | 1,693 | 0.08% | 0.07% | 50 | +8,669 | 26.61% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 39,439 | 1,619 | 0.0% | 0.0% | 51 | +2,196 | 5.9% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 37,433 | 1,536 | 0.0% | 0.0% | 52 | +868 | 2.37% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 35,037 | 1,435 | 0.0% | 0.01% | 53 | +4,831 | 15.99% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 31,851 | 1,305 | 0.0% | 0.0% | 54 | +11,794 | 58.8% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | Added to | 31,329 | 1,286 | 0.0% | 0.0% | 55 | +3,014 | 10.64% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | New | 30,846 | 1,260 | 0.0% | — | 56 | +30,846 | New | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 30,340 | 1,245 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 27,802 | 1,141 | 0.02% | 0.06% | 58 | -50,151 | -64.33% | Q1 2026 | Apr 17, 2026 |
| Haven Private, LLC | History | Reduced | 27,528 | 1,130 | 0.49% | 0.52% | 59 | -1,217 | -4.23% | Q1 2026 | May 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 27,064 | 1,111 | 0.0% | 0.0% | 60 | +13,336 | 97.14% | Q1 2026 | May 15, 2026 |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | Reduced | 26,827 | 1,101 | 0.46% | 0.53% | 61 | -657 | -2.39% | Q1 2026 | Apr 20, 2026 |
| Net Worth Advisory Group | History | Reduced | 26,397 | 1,083 | 0.22% | 0.23% | 62 | -325 | -1.22% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 25,882 | 1,061 | 0.0% | 0.0% | 63 | +19,269 | 291.38% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 24,798 | 1,018 | 0.0% | 0.0% | 64 | +216 | 0.88% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 23,487 | 964 | 0.02% | 0.01% | 65 | +12,333 | 110.57% | Q1 2026 | May 15, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 23,183 | 951 | 0.01% | 0.0% | 66 | +12,710 | 121.36% | Q1 2026 | Apr 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 22,181 | 910 | 0.01% | — | 67 | +22,181 | New | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 21,820 | 895 | 0.01% | 0.01% | 68 | -455 | -2.04% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 19,065 | 782 | 0.0% | 0.0% | 69 | -59,000 | -75.58% | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 18,948 | 778 | 0.14% | 0.11% | 70 | +3,435 | 22.14% | Q1 2026 | Apr 17, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 18,728 | 768 | 0.45% | 0.42% | 71 | +2,216 | 13.42% | Q1 2026 | Apr 16, 2026 |
| CHAPMAN FINANCIAL GROUP, LLC | History | Added to | 18,626 | 764 | 0.55% | 0.51% | 72 | +492 | 2.71% | Q1 2026 | May 12, 2026 |
| Rothschild Capital Partners, LLC | History | Added to | 18,290 | 750 | 0.18% | 0.15% | 73 | +2,748 | 17.68% | Q1 2026 | May 15, 2026 |
| VERITY Wealth Advisors | History | Added to | 18,202 | 747 | 0.5% | 0.25% | 74 | +8,601 | 89.58% | Q1 2026 | Apr 09, 2026 |
| Advisory Services Network, LLC | History | Reduced | 18,026 | 740 | 0.01% | 0.01% | 75 | -816 | -4.33% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 17,573 | 721 | 0.0% | 0.0% | 76 | +3,017 | 20.73% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 17,011 | 698 | 0.02% | 0.02% | 77 | +51 | 0.3% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 16,709 | 687 | 0.01% | 0.01% | 78 | +699 | 4.37% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 16,649 | 683 | 0.01% | 0.01% | 79 | +810 | 5.11% | Q1 2026 | Apr 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 16,064 | 659 | 0.0% | — | 80 | +16,064 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 15,812 | 649 | 0.0% | 0.0% | 81 | +79 | 0.5% | Q1 2026 | May 12, 2026 |
| HEADINVEST, LLC | History | New | 15,440 | 633 | 0.13% | — | 82 | +15,440 | New | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 14,883 | 611 | 0.0% | 0.0% | 83 | -3,532 | -19.18% | Q1 2026 | May 05, 2026 |
| Old Peak Finance LLC | History | Reduced | 13,838 | 568 | 0.33% | 0.36% | 84 | -248 | -1.76% | Q1 2026 | Apr 24, 2026 |
| Heritage Financial Services, LLC | History | No change | 13,546 | 564 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Savant Capital, LLC | History | New | 13,691 | 562 | 0.0% | — | 86 | +13,691 | New | Q1 2026 | May 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 13,469 | 553 | 0.0% | 0.0% | 87 | +673 | 5.26% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 13,194 | 541 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 12,657 | 519 | 0.01% | 0.01% | 89 | +4,328 | 51.96% | Q1 2026 | Apr 27, 2026 |
| MYECFO, LLC | History | New | 12,350 | 507 | 0.21% | — | 90 | +12,350 | New | Q1 2026 | Apr 07, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | New | 11,903 | 488 | 0.06% | — | 91 | +11,903 | New | Q1 2026 | Apr 13, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 11,749 | 482 | 0.1% | — | 92 | +11,749 | New | Q1 2026 | May 12, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | Reduced | 11,644 | 478 | 0.05% | 0.05% | 93 | -726 | -5.87% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10,547 | 433 | 0.0% | 0.0% | 94 | -2,811 | -21.04% | Q1 2026 | May 07, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 10,200 | 418 | 0.19% | — | 95 | +10,200 | New | Q1 2026 | Apr 22, 2026 |
| Obsido Oy | History | No change | 10,145 | 416 | 0.25% | 0.26% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 10,035 | 412 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 9,446 | 387 | 0.0% | 0.0% | 98 | -4,215 | -30.85% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | No change | 9,328 | 383 | 0.0% | 0.01% | 99 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 8,440 | 346 | 0.0% | 0.0% | 100 | +82 | 0.98% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 8,253 | 338 | 0.0% | 0.0% | 101 | -12,294 | -59.83% | Q1 2026 | May 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 7,784 | 319 | 0.02% | — | 102 | +7,784 | New | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 7,630 | 317 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 7,605 | 312 | 0.09% | 0.09% | 104 | +360 | 4.97% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 6,611 | 271 | 0.0% | — | 105 | +6,611 | New | Q1 2026 | May 01, 2026 |
| Fiduciary Alliance LLC | History | No change | 6,027 | 252 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | History | No change | 5,937 | 243 | 0.08% | 0.09% | 107 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Added to | 5,761 | 237 | 0.16% | 0.12% | 108 | +114 | 2.02% | Q1 2026 | May 05, 2026 |
| Pure Financial Advisors, LLC | History | No change | 5,638 | 231 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Hillman Capital Management, Inc. | History | New | 5,608 | 230 | 0.16% | — | 110 | +5,608 | New | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | No change | 5,373 | 220 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | No change | 5,119 | 210 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | New | 4,250 | 174 | 0.04% | — | 113 | +4,250 | New | Q1 2026 | Apr 03, 2026 |
| SHP Wealth Management | History | Added to | 4,223 | 173 | 0.01% | 0.01% | 114 | +948 | 28.95% | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,291 | 135 | 0.0% | 0.0% | 115 | +44 | 1.36% | Q1 2026 | Apr 27, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,618 | 107 | 0.01% | — | 116 | +2,618 | New | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 2,560 | 105 | 0.0% | 0.0% | 117 | +2,350 | 1119.05% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Added to | 1,600 | 65 | 0.0% | 0.0% | 118 | +400 | 33.33% | Q1 2026 | Apr 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 1,436 | 58 | 0.0% | 0.0% | 119 | -3,874 | -72.96% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 1,239 | 50 | 0.01% | 0.0% | 120 | +868 | 233.96% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,175 | 47 | 0.0% | 0.01% | 121 | -3,687 | -75.83% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,065 | 43 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 861 | 35 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 839 | 34 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 846 | 34 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 560 | 22 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | No change | 518 | 21 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 373 | 15 | 0.01% | — | 128 | +373 | New | Q1 2026 | Apr 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 263 | 10 | 0.0% | — | 130 | +263 | New | Q1 2026 | Apr 13, 2026 |
| Caitlin John, LLC | History | No change | 249 | 10 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 239 | 9 | 0.0% | — | 135 | +239 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 234 | 9 | 0.0% | 0.0% | 134 | +38 | 19.39% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 230 | 9 | 0.0% | 0.0% | 131 | -11 | -4.56% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 238 | 9 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 239 | 9 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 182 | 7 | 0.0% | — | 138 | +182 | New | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | No change | 186 | 7 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 174 | 7 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bangor Savings Bank | History | No change | 150 | 6 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 117 | 5 | 0.0% | — | 141 | +117 | New | Q1 2026 | May 01, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 140 | 5 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rossby Financial, LCC | History | Reduced | 37 | 1 | 0.0% | 0.01% | 144 | -547 | -93.66% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 40 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 25 | 1 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -52,829 | -100.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,517 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,167 | -100.0% | Q1 2026 | May 15, 2026 |
| Mascagni Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.28% | — | -9,033 | -100.0% | Q1 2026 | May 19, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,643 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Ground Swell Capital, LLC | History | Closed out | 0 | 0 | — | 0.46% | — | -5,334 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -5,300 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,057 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,832 | -100.0% | Q1 2026 | May 15, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,991 | -100.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,257 | -100.0% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -779 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -503 | -100.0% | Q1 2026 | Apr 28, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -420 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 04, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -78 | -100.0% | Q1 2026 | May 04, 2026 |
| NBT BANK N A /NY | History | Reduced | 1 | 0 | — | — | — | -41 | -97.62% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| CoreCap Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |