iSHARES TRUST - IGRO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 783,694 | 65,650 | 0.0% | 0.0% | 1 | +129,625 | 19.82% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 756,846 | 63,400 | 0.0% | 0.0% | 2 | -29,514 | -3.75% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 735,488 | 61,611 | 0.09% | 0.09% | 3 | +22,103 | 3.1% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 480,493 | 40,250 | 0.01% | 0.01% | 4 | +19,327 | 4.19% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 459,063 | 38,455 | 0.01% | 0.01% | 5 | +37,985 | 9.02% | Q1 2026 | May 14, 2026 |
| AJ Advisors, LLC | History | Added to | 443,506 | 37,152 | 13.78% | 13.12% | 6 | +14,229 | 3.31% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 400,387 | 33,540 | 0.05% | 0.04% | 7 | +3,738 | 0.94% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 253,665 | 21,249 | 0.01% | 0.0% | 8 | +160,778 | 173.09% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 195,114 | 16,345 | 0.04% | 0.04% | 9 | +6,566 | 3.48% | Q1 2026 | Apr 22, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 190,761 | 15,527 | 0.0% | 0.0% | 10 | +57,821 | 43.49% | Q1 2026 | May 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 182,319 | 15,272 | 0.66% | 0.58% | 11 | +14,464 | 8.62% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 170,467 | 14,280 | 0.0% | 0.0% | 12 | -48,297 | -22.08% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 167,089 | 13,997 | 0.08% | 0.04% | 13 | +82,176 | 96.78% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 155,715 | 13,044 | 0.84% | 0.81% | 14 | +6,691 | 4.49% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 144,799 | 12,129 | 0.0% | 0.0% | 15 | +107,551 | 288.74% | Q1 2026 | May 12, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 143,273 | 12,001 | 0.47% | 0.47% | 16 | +7,226 | 5.31% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 132,849 | 11,128 | 0.06% | 0.07% | 17 | +12,906 | 10.76% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 124,579 | 10,435 | 0.94% | 0.9% | 18 | +11,234 | 9.91% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 116,980 | 9,799 | 0.02% | 0.02% | 19 | +1,936 | 1.68% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 107,424 | 8,998 | 0.01% | 0.01% | 20 | +3,316 | 3.19% | Q1 2026 | May 13, 2026 |
| Lynx Investment Advisory | History | Added to | 97,213 | 8,143 | 3.89% | 3.4% | 21 | +21,906 | 29.09% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 95,309 | 7,984 | 0.05% | 0.04% | 22 | +7,459 | 8.49% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 94,028 | 7,877 | 0.0% | 0.0% | 23 | +24,025 | 34.32% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 93,955 | 7,871 | 0.02% | 0.02% | 24 | -4,938 | -4.99% | Q1 2026 | Apr 30, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 93,611 | 7,841 | 0.44% | 0.88% | 25 | -74,036 | -44.16% | Q1 2026 | Apr 29, 2026 |
| Concord Wealth Partners | History | Added to | 91,287 | 7,647 | 0.99% | 0.89% | 26 | +8,808 | 10.68% | Q1 2026 | May 01, 2026 |
| Concord Asset Management, LLC/VA | History | Added to | 89,722 | 7,516 | 1.27% | 1.17% | 27 | +8,347 | 10.26% | Q1 2026 | May 01, 2026 |
| TrueWealth Advisors, LLC | History | Added to | 88,301 | 7,396 | 1.86% | 1.82% | 28 | +3,253 | 3.82% | Q1 2026 | Apr 09, 2026 |
| Atria Investments, Inc | History | New | 79,726 | 6,678 | 0.07% | — | 29 | +79,726 | New | Q1 2026 | May 05, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Added to | 74,542 | 6,501 | 6.1% | 6.44% | 30 | +600 | 0.81% | Q1 2026 | Apr 27, 2026 |
| BAILARD, INC. | History | Added to | 75,331 | 6,310 | 0.15% | 0.13% | 31 | +3,201 | 4.44% | Q1 2026 | May 11, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 73,862 | 6,187 | 0.14% | 0.16% | 32 | -11,740 | -13.71% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 73,330 | 6,142 | 0.01% | 0.01% | 33 | +273 | 0.37% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 67,364 | 5,642 | 0.01% | 0.01% | 34 | -5,350 | -7.36% | Q1 2026 | May 14, 2026 |
| WealthPLAN Partners, LLC | History | Reduced | 66,977 | 5,610 | 1.08% | 1.02% | 35 | -15,645 | -18.94% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 65,912 | 5,521 | 0.0% | 0.0% | 36 | -5,658 | -7.91% | Q1 2026 | May 07, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 62,883 | 5,267 | 3.64% | 3.65% | 37 | +4,665 | 8.01% | Q1 2026 | Apr 21, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 58,383 | 4,890 | 0.01% | 0.01% | 38 | -162 | -0.28% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 56,756 | 4,869 | 0.09% | — | 39 | +56,756 | New | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 56,219 | 4,709 | 0.19% | 0.19% | 40 | -602 | -1.06% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 50,055 | 4,062 | 0.0% | 0.0% | 41 | +5,890 | 13.34% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 45,955 | 3,849 | 0.0% | 0.0% | 42 | -3,274 | -6.65% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 45,864 | 3,842 | 0.04% | — | 43 | +45,864 | New | Q1 2026 | May 12, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 45,510 | 3,812 | 0.24% | 0.25% | 44 | +443 | 0.98% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 44,588 | 3,735 | 0.04% | 0.04% | 45 | +301 | 0.68% | Q1 2026 | May 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 43,425 | 3,637 | 0.08% | 0.09% | 46 | -137 | -0.31% | Q1 2026 | May 15, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 41,041 | 3,438 | 0.53% | 0.55% | 47 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Intrua Financial, LLC | History | Added to | 38,874 | 3,256 | 0.34% | 0.32% | 48 | +1,757 | 4.73% | Q1 2026 | Apr 23, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 38,577 | 3,231 | 0.19% | 0.18% | 49 | +337 | 0.88% | Q1 2026 | Apr 20, 2026 |
| Good Harbor Advisors, Inc. | History | Added to | 38,045 | 3,187 | 3.48% | 3.43% | 50 | +2,437 | 6.84% | Q1 2026 | May 05, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Added to | 37,661 | 3,154 | 0.14% | 0.14% | 51 | +321 | 0.86% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 37,431 | 3,135 | 0.01% | 0.01% | 52 | -8,088 | -17.77% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 36,964 | 3,096 | 0.05% | 0.05% | 53 | -2,272 | -5.79% | Q1 2026 | Apr 17, 2026 |
| Goepper Burkhardt LLC | History | Added to | 36,677 | 3,072 | 1.03% | 0.82% | 54 | +6,267 | 20.61% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 32,307 | 2,706 | 0.09% | 0.08% | 55 | +1,869 | 6.14% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Added to | 31,851 | 2,668 | 0.07% | 0.06% | 56 | +6,295 | 24.63% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 31,468 | 2,636 | 0.01% | 0.01% | 57 | +1,053 | 3.46% | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Co / SC | History | No change | 28,601 | 2,395 | 0.33% | 0.32% | 58 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kraft, Davis & Associates, LLC | History | Reduced | 25,387 | 2,227 | 0.47% | 0.49% | 59 | -500 | -1.93% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 26,180 | 2,193 | 0.0% | 0.0% | 60 | -1,541 | -5.56% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 25,596 | 2,144 | 0.02% | 0.02% | 61 | -869 | -3.28% | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 25,262 | 2,116 | 0.18% | 0.17% | 62 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 25,257 | 2,115 | 0.0% | 0.0% | 63 | +15,142 | 149.7% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 24,572 | 2,058 | 0.15% | 0.15% | 64 | +724 | 3.04% | Q1 2026 | Apr 16, 2026 |
| LifeGoal Investments, LLC | History | Added to | 23,888 | 2,023 | 1.16% | 1.17% | 65 | +3,546 | 17.43% | Q1 2026 | Apr 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 21,905 | 1,835 | 0.0% | 0.0% | 66 | +1,480 | 7.25% | Q1 2026 | May 12, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 20,643 | 1,729 | 0.75% | 0.74% | 67 | -1,522 | -6.87% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Reduced | 19,116 | 1,601 | 0.0% | 0.0% | 68 | -306 | -1.58% | Q1 2026 | May 12, 2026 |
| Family Capital Management, Inc. | History | Added to | 17,726 | 1,484 | 0.66% | 0.53% | 69 | +3,431 | 24.0% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 17,473 | 1,463 | 0.09% | 0.08% | 70 | -2,258 | -11.44% | Q1 2026 | Apr 28, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 17,279 | 1,447 | 0.12% | 0.12% | 71 | -46 | -0.27% | Q1 2026 | Apr 20, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 16,315 | 1,446 | 0.1% | 0.07% | 72 | +4,580 | 39.03% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,449 | 1,377 | 0.0% | 0.0% | 73 | +855 | 5.48% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 14,847 | 1,243 | 0.0% | 0.0% | 74 | +2,849 | 23.75% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 14,115 | 1,182 | 0.02% | 0.02% | 75 | -324 | -2.24% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 13,716 | 1,148 | 0.0% | 0.0% | 76 | +10,939 | 393.91% | Q1 2026 | May 15, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 13,375 | 1,120 | 0.06% | 0.05% | 77 | -352 | -2.56% | Q1 2026 | May 12, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 13,253 | 1,110 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 12,659 | 1,106 | 0.33% | 0.34% | 79 | -90 | -0.71% | Q1 2026 | Apr 16, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 12,846 | 1,076 | 0.1% | 0.1% | 80 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 12,589 | 1,054 | 0.32% | 0.32% | 81 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 12,388 | 1,037 | 0.01% | 0.05% | 82 | -27,962 | -69.3% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 12,279 | 1,029 | 0.12% | 0.11% | 83 | +338 | 2.83% | Q1 2026 | Apr 16, 2026 |
| Detalus Advisors, LLC | History | Reduced | 12,146 | 1,017 | 0.23% | 0.25% | 84 | -69 | -0.56% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,508 | 964 | 0.0% | 0.0% | 85 | +1,143 | 11.03% | Q1 2026 | May 08, 2026 |
| Dynasty Wealth Management, LLC | History | New | 10,758 | 901 | 0.01% | — | 87 | +10,758 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 10,757 | 901 | 0.01% | 0.01% | 86 | +379 | 3.65% | Q1 2026 | May 15, 2026 |
| Fiduciary Planning LLC | History | Added to | 10,601 | 888 | 0.27% | 0.27% | 88 | +7 | 0.07% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 10,519 | 881 | 0.01% | 0.01% | 89 | -50 | -0.47% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,267 | 860 | 0.0% | 0.0% | 90 | +292 | 2.93% | Q1 2026 | May 13, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 10,000 | 837 | 0.19% | 0.19% | 91 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Beacon Financial Advisory LLC | History | Reduced | 9,984 | 836 | 0.19% | 0.23% | 92 | -1,774 | -15.09% | Q1 2026 | Apr 27, 2026 |
| Indivisible Partners | History | Added to | 9,790 | 820 | 0.07% | 0.09% | 93 | +312 | 3.29% | Q1 2026 | Apr 30, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 9,498 | 795 | 0.04% | 0.03% | 94 | +1,514 | 18.96% | Q1 2026 | Apr 28, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 9,162 | 767 | 0.21% | 0.21% | 95 | +6 | 0.07% | Q1 2026 | Apr 08, 2026 |
| John W. Brooker & Co., CPAs | History | Added to | 8,951 | 749 | 1.18% | 0.9% | 96 | +2,859 | 46.93% | Q1 2026 | Apr 13, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Reduced | 8,878 | 743 | 0.13% | 0.18% | 97 | -4,351 | -32.89% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 8,261 | 692 | 0.02% | 0.03% | 98 | -1,621 | -16.4% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 8,207 | 687 | 0.01% | 0.13% | 99 | -130,104 | -94.07% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 8,136 | 673 | 0.0% | 0.01% | 100 | -8,662 | -51.57% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 7,652 | 656 | 0.04% | 0.04% | 101 | +1 | 0.01% | Q1 2026 | May 12, 2026 |
| Aspect Partners, LLC | History | No change | 7,688 | 644 | 0.26% | 0.28% | 102 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 7,600 | 636 | 0.01% | 0.01% | 103 | +3,062 | 67.47% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 7,579 | 634 | 0.02% | 0.0% | 104 | +6,535 | 625.96% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 7,514 | 629 | 0.01% | 0.01% | 105 | +1,823 | 32.03% | Q1 2026 | May 18, 2026 |
| SNOWWATER INVESTMENT PARTNERS, LLC | History | Added to | 7,463 | 625 | 0.59% | 0.56% | 106 | +50 | 0.67% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | New | 7,406 | 620 | 0.03% | — | 107 | +7,406 | New | Q1 2026 | Apr 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 7,295 | 611 | 0.01% | — | 108 | +7,295 | New | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,102 | 594 | 0.0% | 0.0% | 109 | -12,467 | -63.71% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,057 | 591 | 0.0% | 0.0% | 110 | +901 | 14.64% | Q1 2026 | May 15, 2026 |
| Human Investing LLC | History | Added to | 7,046 | 590 | 0.09% | 0.08% | 111 | +171 | 2.49% | Q1 2026 | May 07, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 6,985 | 585 | 0.04% | 0.04% | 112 | -71 | -1.01% | Q1 2026 | May 15, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 6,912 | 578 | 0.34% | 0.3% | 113 | -90 | -1.29% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,884 | 576 | 0.0% | 0.0% | 114 | -893 | -11.48% | Q1 2026 | Apr 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 6,860 | 567 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 6,500 | 544 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 6,493 | 543 | 0.2% | 0.23% | 117 | -1,360 | -17.32% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 6,341 | 531 | 0.0% | 0.0% | 118 | +1,034 | 19.48% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 6,336 | 530 | 0.06% | 0.04% | 119 | +1,817 | 40.21% | Q1 2026 | Apr 10, 2026 |
| Security Financial Services, INC. | History | No change | 5,777 | 478 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Financial Perspectives, Inc | History | Added to | 5,613 | 470 | 0.13% | 0.12% | 121 | +18 | 0.32% | Q1 2026 | May 11, 2026 |
| Bull Harbor Capital LLC | History | New | 5,491 | 459 | 0.12% | — | 122 | +5,491 | New | Q1 2026 | May 18, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,434 | 455 | 0.0% | 0.0% | 123 | +221 | 4.24% | Q1 2026 | Apr 07, 2026 |
| GTS SECURITIES LLC | History | Reduced | 5,360 | 449 | 0.02% | 0.02% | 124 | -2,989 | -35.8% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 5,359 | 448 | 0.03% | 0.03% | 125 | +192 | 3.72% | Q1 2026 | Apr 09, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,287 | 442 | 0.0% | 0.0% | 126 | +370 | 7.52% | Q1 2026 | May 05, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 5,257 | 440 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Opulen Financial Group LLC | History | Added to | 5,133 | 430 | 0.3% | 0.31% | 128 | +18 | 0.35% | Q1 2026 | Apr 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 5,120 | 428 | 0.01% | 0.01% | 129 | -551 | -9.72% | Q1 2026 | Apr 15, 2026 |
| Sigma Planning Corp | History | Added to | 4,985 | 417 | 0.01% | 0.01% | 130 | +3 | 0.06% | Q1 2026 | May 04, 2026 |
| Annex Advisory Services, LLC | History | Added to | 4,948 | 414 | 0.01% | 0.01% | 131 | +11 | 0.22% | Q1 2026 | Apr 16, 2026 |
| Virtu Financial LLC | History | New | 4,892 | 410 | 0.02% | — | 132 | +4,892 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,611 | 390 | 0.0% | 0.01% | 133 | -1,050 | -18.55% | Q1 2026 | Apr 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 4,638 | 388 | 0.01% | — | 136 | +4,638 | New | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 4,641 | 388 | 0.0% | 0.0% | 134 | -374 | -7.46% | Q1 2026 | May 12, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 4,643 | 388 | 0.13% | 0.13% | 135 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Second Line Capital, LLC | History | Added to | 4,350 | 381 | 0.07% | 0.07% | 137 | +106 | 2.5% | Q1 2026 | May 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 4,491 | 376 | 0.02% | 0.02% | 138 | +838 | 22.94% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | No change | 4,439 | 371 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 4,416 | 369 | 0.19% | 0.52% | 140 | -6,939 | -61.11% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 4,245 | 355 | 0.0% | 0.0% | 141 | +707 | 19.98% | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4,188 | 354 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Probity Advisors, Inc. | History | No change | 4,192 | 351 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 4,053 | 339 | 0.08% | — | 144 | +4,053 | New | Q1 2026 | Apr 17, 2026 |
| Princeton Global Asset Management LLC | History | Reduced | 3,886 | 325 | 0.05% | 0.06% | 145 | -400 | -9.33% | Q1 2026 | Apr 22, 2026 |
| Occidental Asset Management, LLC | History | Added to | 3,825 | 320 | 0.04% | 0.03% | 146 | +300 | 8.51% | Q1 2026 | Apr 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 3,835 | 317 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 3,726 | 312 | 0.0% | 0.0% | 148 | +153 | 4.28% | Q1 2026 | May 11, 2026 |
| SFMG, LLC | History | No change | 3,622 | 303 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Harfst & Associates, Inc. | History | Added to | 3,581 | 299 | 0.05% | 0.05% | 150 | +13 | 0.36% | Q1 2026 | May 12, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 3,516 | 294 | 0.03% | 0.03% | 151 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 3,436 | 287 | 0.0% | — | 152 | +3,436 | New | Q1 2026 | May 13, 2026 |
| Orgel Wealth Management, LLC | History | New | 3,358 | 281 | 0.01% | — | 154 | +3,358 | New | Q1 2026 | Apr 07, 2026 |
| CWS Financial Advisors, LLC | History | Added to | 3,361 | 281 | 0.07% | 0.08% | 153 | +2 | 0.06% | Q1 2026 | Apr 27, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 3,325 | 278 | 0.01% | 0.01% | 155 | +250 | 8.13% | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,272 | 274 | 0.0% | 0.0% | 156 | +15 | 0.46% | Q1 2026 | May 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 3,230 | 270 | 0.01% | 0.01% | 157 | +65 | 2.05% | Q1 2026 | Apr 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 3,218 | 269 | 0.03% | 0.04% | 158 | -368 | -10.26% | Q1 2026 | Apr 23, 2026 |
| Waterloo Capital, L.P. | History | Added to | 2,863 | 239 | 0.02% | 0.02% | 159 | +5 | 0.17% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 2,809 | 235 | 0.01% | 0.01% | 160 | -917 | -24.61% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 2,772 | 232 | 0.0% | 0.0% | 161 | -231 | -7.69% | Q1 2026 | May 06, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 2,781 | 232 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 2,734 | 229 | 0.01% | — | 163 | +2,734 | New | Q1 2026 | Apr 23, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 2,655 | 222 | 0.03% | 0.03% | 164 | -91 | -3.31% | Q1 2026 | Apr 27, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 2,635 | 220 | 0.03% | 0.03% | 165 | -100 | -3.66% | Q1 2026 | Apr 20, 2026 |
| Vision Retirement, LLC | History | Reduced | 2,612 | 218 | 0.06% | 0.12% | 167 | -2,677 | -50.61% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | New | 2,603 | 218 | 0.0% | — | 168 | +2,603 | New | Q1 2026 | May 15, 2026 |
| McLean Asset Management Corp | History | No change | 2,609 | 218 | 0.04% | 0.04% | 166 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | New | 2,600 | 217 | 0.0% | — | 169 | +2,600 | New | Q1 2026 | May 15, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 2,611 | 216 | 0.13% | 0.13% | 170 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,569 | 212 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 2,444 | 204 | 0.0% | 0.0% | 172 | -1,789 | -42.26% | Q1 2026 | May 13, 2026 |
| CPC Advisors, LLC | History | No change | 2,425 | 203 | 0.03% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Elevation Wealth Management LLC | History | New | 2,409 | 201 | 0.18% | — | 174 | +2,409 | New | Q1 2026 | May 11, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 2,374 | 198 | 0.11% | 0.13% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 2,280 | 190 | 0.0% | 0.0% | 176 | -248 | -9.81% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,836 | 153 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,746 | 146 | 0.01% | 0.01% | 178 | +205 | 13.3% | Q1 2026 | Apr 14, 2026 |
| Synergy Investment Management, LLC | History | New | 1,731 | 145 | 0.05% | — | 179 | +1,731 | New | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,596 | 133 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 1,292 | 108 | 0.09% | — | 181 | +1,292 | New | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | No change | 1,275 | 106 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 1,124 | 94 | 0.06% | — | 183 | +1,124 | New | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,044 | 87 | 0.0% | 0.0% | 184 | -8,274 | -88.8% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 972 | 81 | 0.0% | — | 185 | +972 | New | Q1 2026 | May 19, 2026 |
| AE Wealth Management LLC | History | Added to | 907 | 76 | 0.0% | 0.0% | 186 | +532 | 141.87% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 906 | 75 | 0.0% | 0.0% | 187 | -9 | -0.98% | Q1 2026 | Apr 13, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 889 | 74 | 0.01% | 0.01% | 188 | +100 | 12.67% | Q1 2026 | May 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 875 | 73 | 0.04% | 0.04% | 189 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 725 | 60 | 0.0% | 0.0% | 190 | +450 | 163.64% | Q1 2026 | May 14, 2026 |
| Imprint Wealth LLC | History | No change | 723 | 60 | 0.27% | 0.28% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 631 | 52 | 0.0% | 0.0% | 192 | +2 | 0.32% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 604 | 50 | 0.0% | 0.0% | 193 | -18 | -2.89% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Reduced | 516 | 43 | 0.0% | 0.0% | 194 | -252 | -32.81% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Reduced | 424 | 35 | 0.01% | 0.02% | 195 | -927 | -68.62% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | New | 420 | 35 | 0.0% | — | 196 | +420 | New | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 396 | 33 | 0.0% | 0.0% | 197 | +16 | 4.21% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 375 | 31 | 0.0% | — | 198 | +375 | New | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | New | 358 | 29 | 0.0% | — | 200 | +358 | New | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 353 | 29 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 314 | 26 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AlphaCore Capital LLC | History | New | 300 | 25 | 0.0% | — | 202 | +300 | New | Q1 2026 | May 15, 2026 |
| Pacifica Partners Inc. | History | Added to | 236 | 19 | 0.01% | 0.01% | 203 | +1 | 0.43% | Q1 2026 | Apr 09, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 200 | 16 | 0.0% | — | 204 | +200 | New | Q1 2026 | May 18, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 173 | 14 | 0.0% | — | 206 | +173 | New | Q1 2026 | Apr 13, 2026 |
| Spire Wealth Management | History | Reduced | 175 | 14 | 0.0% | 0.0% | 205 | -30 | -14.63% | Q1 2026 | Apr 22, 2026 |
| BFSG, LLC | History | No change | 151 | 12 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 136 | 11 | 0.0% | 0.0% | 208 | +1 | 0.74% | Q1 2026 | May 06, 2026 |
| VANGUARD ADVISERS INC | History | New | 127 | 10 | 0.0% | — | 209 | +127 | New | Q1 2026 | May 08, 2026 |
| Strive Financial Group ,LLC | History | New | 97 | 8 | 0.0% | — | 211 | +97 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | New | 73 | 6 | 0.01% | — | 212 | +73 | New | Q1 2026 | Apr 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 69 | 5 | 0.0% | — | 214 | +69 | New | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 64 | 5 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 53 | 4 | 0.0% | 0.23% | 216 | -26,508 | -99.8% | Q1 2026 | Apr 28, 2026 |
| BIRCHBROOK, INC. | History | New | 48 | 4 | 0.0% | — | 218 | +48 | New | Q1 2026 | Apr 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 50 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Providence Capital Advisors, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 25 | 2 | 0.0% | 0.0% | 220 | +17 | 212.5% | Q1 2026 | May 14, 2026 |
| Security National Bank | History | New | 23 | 1 | 0.0% | — | 222 | +23 | New | Q1 2026 | Apr 16, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 7 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -57,838 | -100.0% | Q1 2026 | May 01, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,854 | -100.0% | Q1 2026 | May 20, 2026 |
| Continuum Advisory, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,787 | -100.0% | Q1 2026 | Apr 22, 2026 |
| True Wealth Design, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,940 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Perennial Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,521 | -100.0% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,423 | -100.0% | Q1 2026 | May 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -1,959 | -100.0% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,944 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,726 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -870 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -742 | -100.0% | Q1 2026 | May 12, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -490 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -455 | -100.0% | Q1 2026 | May 15, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -300 | -100.0% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |