iSHARES TRUST - IGSB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | History | Added to | 24,747,406 | 1,300,723 | 0.17% | 0.17% | 1 | +210,601 | 0.86% | Q1 2026 | May 14, 2026 |
| Matson Money. Inc. | History | Added to | 14,888,815 | 782,556 | 24.0% | 23.6% | 2 | +767,341 | 5.43% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Added to | 12,739,108 | 669,567 | 0.01% | 0.01% | 3 | +882,228 | 7.44% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 11,720,729 | 616,041 | 3.03% | 2.89% | 4 | +1,203,630 | 11.44% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 10,444,929 | 550,484 | 0.13% | 0.16% | 5 | -2,752,960 | -20.86% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,006,302 | 473,371 | 0.03% | 0.03% | 6 | +1,162,839 | 14.83% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 8,946,936 | 470,251 | 0.03% | 0.03% | 7 | +350,669 | 4.08% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,001,324 | 367,989 | 0.1% | 0.09% | 8 | +989,409 | 16.46% | Q1 2026 | May 04, 2026 |
| BARINGS LLC | History | No change | 6,840,027 | 359,511 | 5.8% | 6.66% | 9 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 6,131,787 | 322,286 | 0.04% | 0.06% | 10 | -2,973,156 | -32.65% | Q1 2026 | May 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 6,092,475 | 320,220 | 4.6% | 4.79% | 11 | +456,944 | 8.11% | Q1 2026 | Apr 10, 2026 |
| UBS Group AG | History | Added to | 5,502,729 | 289,223 | 0.04% | 0.04% | 12 | +550,835 | 11.12% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,486,292 | 288,357 | 0.5% | 0.49% | 13 | +647,578 | 13.38% | Q1 2026 | May 14, 2026 |
| ALLSTATE CORP | History | Reduced | 4,962,253 | 260,816 | 2.79% | 3.8% | 14 | -302,944 | -5.75% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,686,250 | 246,309 | 0.05% | 0.04% | 15 | +1,034,716 | 28.34% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,213,382 | 221,453 | 0.07% | 0.06% | 16 | +392,619 | 10.28% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 4,135,787 | 217,377 | 0.2% | 0.17% | 17 | +648,875 | 18.61% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,814,000 | 200,463 | 0.12% | 0.11% | 18 | +27,264 | 0.72% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,797,843 | 199,614 | 0.03% | 0.09% | 19 | -7,295,975 | -65.77% | Q1 2026 | May 15, 2026 |
| Members Trust Co | History | Added to | 3,244,433 | 170,527 | 5.67% | 5.28% | 20 | +183,586 | 6.0% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 3,049,084 | 161,027 | 0.18% | 0.13% | 21 | +928,254 | 43.77% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 3,001,845 | 157,776 | 0.04% | 0.04% | 22 | +13,806 | 0.46% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,975,969 | 156,416 | 0.22% | 0.2% | 23 | +139,002 | 4.9% | Q1 2026 | Apr 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 2,457,569 | 129,169 | 0.16% | 0.03% | 24 | +2,062,569 | 522.17% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,416,319 | 127,001 | 0.17% | 0.16% | 25 | +103,316 | 4.47% | Q1 2026 | Apr 27, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 2,408,999 | 126,616 | 1.89% | 1.79% | 26 | +86,129 | 3.71% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Reduced | 2,348,585 | 123,441 | 0.01% | 0.01% | 27 | -37,080 | -1.55% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,130,362 | 111,971 | 0.02% | 0.02% | 28 | +18,334 | 0.87% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 2,079,525 | 109,299 | 1.5% | 1.47% | 29 | +143,855 | 7.43% | Q1 2026 | Apr 08, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,028,500 | 106,617 | 0.14% | 0.11% | 30 | +150,000 | 7.99% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 1,954,713 | 102,739 | 0.38% | 0.34% | 31 | +147,519 | 8.16% | Q1 2026 | Apr 24, 2026 |
| Haverford Trust Co | History | Added to | 1,935,029 | 101,705 | 0.93% | 0.87% | 32 | +93,366 | 5.07% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,828,465 | 96,103 | 0.1% | 0.1% | 33 | +58,517 | 3.31% | Q1 2026 | May 05, 2026 |
| Busey Bank | History | Added to | 1,821,339 | 95,729 | 2.6% | 2.51% | 34 | +19,164 | 1.06% | Q1 2026 | Apr 28, 2026 |
| Parkside Investments, LLC | History | Added to | 1,763,333 | 92,680 | 11.26% | 10.69% | 35 | +158,277 | 9.86% | Q1 2026 | Apr 08, 2026 |
| Williams Jones Wealth Management, LLC. | History | Added to | 1,750,360 | 91,998 | 1.13% | 1.04% | 36 | +8,591 | 0.49% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 1,722,256 | 90,521 | 0.51% | 0.48% | 37 | +149,957 | 9.54% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 1,691,633 | 88,912 | 0.18% | 0.17% | 38 | +81,706 | 5.08% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,596,473 | 83,910 | 0.23% | 0.21% | 39 | -30,772 | -1.89% | Q1 2026 | May 04, 2026 |
| One Capital Management, LLC | History | Added to | 1,571,911 | 82,619 | 2.26% | 2.2% | 40 | +196,411 | 14.28% | Q1 2026 | May 12, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,556,115 | 81,789 | 1.27% | 1.19% | 41 | +187,805 | 13.73% | Q1 2026 | May 11, 2026 |
| Destination Wealth Management | History | Added to | 1,548,529 | 81,390 | 2.11% | 2.08% | 42 | +47,815 | 3.19% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,482,866 | 77,731 | 0.0% | 0.01% | 43 | -1,296,175 | -46.64% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,460,256 | 76,751 | 0.38% | 0.41% | 44 | +43,099 | 3.04% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 1,367,019 | 71,850 | 0.08% | 0.07% | 45 | +74,637 | 5.78% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 1,342,638 | 70,569 | 0.08% | 0.08% | 46 | +30,994 | 2.36% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 1,293,427 | 67,982 | 0.08% | 0.08% | 47 | +42,599 | 3.41% | Q1 2026 | May 14, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Reduced | 1,254,454 | 65,934 | 1.39% | 2.73% | 48 | -1,015,546 | -44.74% | Q1 2026 | May 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,241,553 | 65,653 | 22.22% | 22.22% | 49 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,106,669 | 58,166 | 0.02% | 0.02% | 50 | +261,278 | 30.91% | Q1 2026 | May 13, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 1,039,670 | 54,645 | 1.11% | 0.99% | 51 | -14,588 | -1.38% | Q1 2026 | May 14, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Added to | 1,007,682 | 52,963 | 1.76% | 1.08% | 52 | +321,501 | 46.85% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Added to | 991,241 | 52,099 | 1.13% | 0.87% | 53 | +68,765 | 7.45% | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 987,732 | 51,915 | 1.08% | 0.92% | 54 | +172,446 | 21.15% | Q1 2026 | Apr 27, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 987,000 | 51,876 | 0.03% | 0.03% | 55 | -107,500 | -9.82% | Q1 2026 | Apr 30, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 985,453 | 51,795 | 2.8% | 2.7% | 56 | +56,469 | 6.08% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 982,165 | 51,622 | 0.51% | 0.31% | 57 | +443,959 | 82.49% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 966,218 | 50,784 | 0.19% | 0.06% | 58 | +671,453 | 227.79% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 950,858 | 49,977 | 0.07% | 0.07% | 59 | +67,903 | 7.69% | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 894,272 | 47,002 | 0.37% | 0.33% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | Added to | 871,116 | 45,785 | 3.66% | 3.58% | 61 | +29,491 | 3.5% | Q1 2026 | Apr 01, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 853,088 | 44,838 | 4.62% | 4.62% | 62 | +12,649 | 1.51% | Q1 2026 | May 07, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 845,970 | 44,464 | 0.53% | 0.51% | 63 | -8,515 | -1.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 826,787 | 43,456 | 0.11% | 0.1% | 64 | +30,034 | 3.77% | Q1 2026 | Apr 22, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 821,050 | 43,154 | 0.75% | 0.75% | 65 | +41,367 | 5.31% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 791,127 | 41,581 | 0.17% | 0.16% | 66 | +27,268 | 3.57% | Q1 2026 | May 11, 2026 |
| PDS Planning, Inc | History | Added to | 768,523 | 40,393 | 2.66% | 2.58% | 67 | +39,127 | 5.36% | Q1 2026 | Apr 21, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 735,698 | 38,668 | 4.27% | 4.15% | 68 | +61,563 | 9.13% | Q1 2026 | Apr 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 734,445 | 38,602 | 3.12% | 3.39% | 69 | -34,803 | -4.52% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 729,994 | 38,288 | 0.08% | 0.05% | 70 | +56,581 | 8.4% | Q1 2026 | Apr 08, 2026 |
| Nelson Capital Management, LLC | History | Added to | 724,911 | 38,101 | 4.65% | 4.09% | 71 | +64,309 | 9.73% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 689,328 | 36,231 | 0.05% | 0.07% | 72 | -193,169 | -21.89% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 655,468 | 34,451 | 0.62% | 0.28% | 73 | +369,284 | 129.04% | Q1 2026 | May 07, 2026 |
| Schaeffer Financial LLC | History | Added to | 649,372 | 34,130 | 28.73% | 28.15% | 74 | +39,332 | 6.45% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 647,210 | 34,017 | 0.06% | 0.06% | 75 | +22,939 | 3.67% | Q1 2026 | May 14, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | Added to | 636,594 | 33,459 | 3.17% | 2.93% | 76 | +71,550 | 12.66% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 620,262 | 32,600 | 0.18% | 0.12% | 77 | -8,318 | -1.32% | Q1 2026 | Apr 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 602,484 | 31,666 | 1.3% | 1.21% | 78 | +50,356 | 9.12% | Q1 2026 | May 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 589,543 | 30,974 | 4.32% | 4.58% | 79 | -10,625 | -1.77% | Q1 2026 | Apr 13, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 582,929 | 30,638 | 0.71% | 0.33% | 80 | +301,365 | 107.03% | Q1 2026 | May 13, 2026 |
| NewSquare Capital LLC | History | Added to | 580,167 | 30,493 | 2.64% | 2.43% | 81 | +59,661 | 11.46% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 569,762 | 29,997 | 0.67% | 0.68% | 82 | +51,100 | 9.85% | Q1 2026 | May 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 569,198 | 29,917 | 0.35% | 0.36% | 83 | +14,546 | 2.62% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 565,737 | 29,735 | 0.37% | 0.38% | 84 | -10,272 | -1.78% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 544,563 | 28,622 | 0.04% | 0.01% | 85 | +456,301 | 516.98% | Q1 2026 | May 14, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 538,501 | 28,303 | 3.91% | 8.12% | 86 | -519,781 | -49.12% | Q1 2026 | Apr 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 519,996 | 27,331 | 0.01% | 0.0% | 87 | +76,230 | 17.18% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 514,896 | 27,049 | 0.17% | 0.18% | 88 | -49,195 | -8.72% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 508,965 | 26,751 | 0.26% | 0.27% | 89 | -18,772 | -3.56% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 500,718 | 26,317 | 0.14% | 0.19% | 90 | -17,913 | -3.45% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 489,825 | 25,703 | 0.33% | 0.35% | 91 | -22,191 | -4.33% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Added to | 484,583 | 25,469 | 0.04% | 0.03% | 92 | +97,058 | 25.05% | Q1 2026 | May 14, 2026 |
| DT Investment Partners, LLC | History | Added to | 477,357 | 25,089 | 2.09% | 2.08% | 93 | +2,383 | 0.5% | Q1 2026 | May 14, 2026 |
| Lutz Financial Services LLC | History | Reduced | 475,169 | 24,974 | 1.68% | 1.75% | 94 | -11,586 | -2.38% | Q1 2026 | May 04, 2026 |
| Fiduciary Group, LLC | History | Added to | 473,633 | 24,894 | 2.13% | 2.01% | 95 | +21,165 | 4.68% | Q1 2026 | May 11, 2026 |
| Wellington Grp LLC | History | Added to | 470,262 | 24,716 | 7.61% | 7.58% | 96 | +39,420 | 9.15% | Q1 2026 | May 22, 2026 |
| ARCH CAPITAL GROUP LTD. | History | No change | 469,378 | 24,671 | 8.5% | 8.49% | 97 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 453,296 | 23,825 | 0.13% | 0.09% | 98 | +167,860 | 58.81% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 447,444 | 23,517 | 0.04% | 0.04% | 99 | +2,523 | 0.57% | Q1 2026 | May 15, 2026 |
| Courage Miller Partners, LLC | History | Added to | 447,305 | 23,510 | 6.64% | 6.94% | 100 | +11,432 | 2.62% | Q1 2026 | Apr 24, 2026 |
| Ameliora Wealth Management Ltd. | History | Added to | 439,688 | 23,110 | 7.37% | 3.39% | 101 | +229,504 | 109.19% | Q1 2026 | Apr 23, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 436,894 | 22,963 | 1.54% | 0.8% | 102 | +217,509 | 99.14% | Q1 2026 | May 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 433,264 | 22,773 | 1.57% | 1.64% | 103 | +75,616 | 21.14% | Q1 2026 | May 18, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 427,552 | 22,472 | 1.31% | 1.25% | 104 | +17,841 | 4.35% | Q1 2026 | Apr 17, 2026 |
| IFP Advisors, Inc | History | Added to | 427,145 | 22,450 | 0.47% | 0.47% | 105 | +33,883 | 8.62% | Q1 2026 | Apr 13, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 414,288 | 21,774 | 3.95% | 3.57% | 106 | +13,211 | 3.29% | Q1 2026 | Apr 10, 2026 |
| Blue Fin Capital, Inc. | History | No change | 406,530 | 21,497 | 3.33% | 3.33% | 107 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 391,976 | 20,602 | 0.43% | 0.4% | 108 | +31,949 | 8.87% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 390,743 | 20,537 | 0.01% | 0.01% | 109 | +66,280 | 20.43% | Q1 2026 | May 12, 2026 |
| JBGlobal.com LLC | History | Added to | 383,342 | 20,148 | 19.84% | 24.97% | 110 | +8,211 | 2.19% | Q1 2026 | Apr 07, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 380,829 | 20,016 | 5.08% | 4.97% | 111 | +7,671 | 2.06% | Q1 2026 | Apr 17, 2026 |
| Northstar Advisory Group, LLC | History | Added to | 378,594 | 19,898 | 7.41% | 4.93% | 112 | +116,057 | 44.21% | Q1 2026 | Apr 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 376,015 | 19,763 | 1.23% | — | 113 | +376,015 | New | Q1 2026 | May 08, 2026 |
| Amtrust Financial Services, Inc. | History | No change | 367,800 | 19,331 | 6.45% | 6.16% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 367,448 | 19,313 | 2.35% | 2.22% | 115 | +9,354 | 2.61% | Q1 2026 | Apr 23, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 363,881 | 19,125 | 3.37% | 3.33% | 116 | +19,475 | 5.65% | Q1 2026 | Apr 17, 2026 |
| ATWOOD & PALMER INC | History | Added to | 357,227 | 18,775 | 1.06% | 1.05% | 117 | +8,307 | 2.38% | Q1 2026 | Apr 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 346,799 | 18,218 | 0.05% | 0.05% | 118 | -8,288 | -2.33% | Q1 2026 | May 14, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 346,029 | 18,187 | 11.76% | 8.4% | 119 | +105,948 | 44.13% | Q1 2026 | Apr 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 345,306 | 18,149 | 0.14% | 0.13% | 120 | +5,226 | 1.54% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 344,713 | 18,118 | 0.09% | 0.1% | 121 | +9,935 | 2.97% | Q1 2026 | May 08, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 342,522 | 18,002 | 1.9% | 3.14% | 122 | +21,979 | 6.86% | Q1 2026 | Apr 17, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 339,675 | 17,853 | 0.46% | 0.39% | 123 | +56,270 | 19.85% | Q1 2026 | May 13, 2026 |
| Black Diamond Financial, LLC | History | Added to | 338,070 | 17,768 | 1.94% | 1.7% | 124 | +33,650 | 11.05% | Q1 2026 | May 05, 2026 |
| North Dakota State Investment Board | History | New | 335,337 | 17,625 | 0.76% | — | 125 | +335,337 | New | Q1 2026 | May 08, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 328,624 | 17,272 | 0.49% | 0.49% | 126 | +8,437 | 2.64% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 325,491 | 17,108 | 0.04% | 0.04% | 127 | +25,372 | 8.45% | Q1 2026 | Apr 30, 2026 |
| Johns Hopkins University | History | No change | 321,905 | 16,919 | 1.23% | 1.24% | 128 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gemmer Asset Management LLC | History | Added to | 315,765 | 16,596 | 1.31% | 0.21% | 129 | +263,730 | 506.83% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 302,736 | 15,911 | 0.45% | 1.42% | 130 | -616,793 | -67.08% | Q1 2026 | May 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 302,648 | 15,907 | 2.52% | 2.87% | 131 | +8,545 | 2.91% | Q1 2026 | Apr 17, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 300,000 | 15,768 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 295,113 | 15,511 | 0.99% | 1.34% | 133 | -84,633 | -22.29% | Q1 2026 | Apr 08, 2026 |
| CVS HEALTH Corp | History | Added to | 294,400 | 15,473 | 7.29% | 3.69% | 134 | +200,000 | 211.86% | Q1 2026 | May 07, 2026 |
| KWMG, LLC | History | Added to | 294,063 | 15,455 | 1.29% | 1.27% | 135 | +15,464 | 5.55% | Q1 2026 | Apr 09, 2026 |
| Prosperity Planning, Inc. | History | Added to | 292,992 | 15,399 | 3.9% | 3.81% | 136 | +17,807 | 6.47% | Q1 2026 | Apr 10, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 292,190 | 15,357 | 0.38% | 0.35% | 137 | +21,874 | 8.09% | Q1 2026 | Apr 29, 2026 |
| Betterment LLC | History | Added to | 288,580 | 15,168 | 0.03% | 0.03% | 138 | +11,309 | 4.08% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | Added to | 284,597 | 14,958 | 1.34% | 1.25% | 139 | +18,838 | 7.09% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 283,141 | 14,881 | 0.17% | 0.18% | 140 | -16,887 | -5.63% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Added to | 280,976 | 14,768 | 0.04% | 0.04% | 141 | +17,086 | 6.47% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 278,770 | 14,652 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 277,614 | 14,591 | 0.19% | 0.24% | 143 | -31,313 | -10.14% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 274,253 | 14,414 | 0.18% | 0.14% | 144 | +72,400 | 35.87% | Q1 2026 | May 12, 2026 |
| HALL CAPITAL MANAGEMENT CO INC | History | Added to | 269,180 | 14,156 | 5.06% | 5.04% | 145 | +22,170 | 8.98% | Q1 2026 | May 11, 2026 |
| ABLE Financial Group, LLC | History | Added to | 268,507 | 14,112 | 2.76% | 2.53% | 146 | +33,227 | 14.12% | Q1 2026 | Apr 20, 2026 |
| Disciplina Capital Management LLC | History | Added to | 267,694 | 14,069 | 1.49% | 1.41% | 147 | +34,995 | 15.04% | Q1 2026 | May 07, 2026 |
| Secure Asset Management, LLC | History | Added to | 265,755 | 13,968 | 2.21% | 1.98% | 148 | +26,677 | 11.16% | Q1 2026 | Apr 09, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 265,346 | 13,946 | 2.73% | 2.6% | 149 | +7,612 | 2.95% | Q1 2026 | Apr 15, 2026 |
| Gradient Investments LLC | History | Added to | 265,063 | 13,931 | 0.22% | 0.21% | 150 | +16,458 | 6.62% | Q1 2026 | Apr 13, 2026 |
| Wharton Business Group, LLC | History | Added to | 263,365 | 13,842 | 0.52% | 0.45% | 151 | +41,785 | 18.86% | Q1 2026 | May 07, 2026 |
| TCTC Holdings, LLC | History | Reduced | 258,782 | 13,601 | 0.39% | 0.41% | 152 | -252 | -0.1% | Q1 2026 | May 07, 2026 |
| Fortis Capital Management LLC | History | Added to | 257,256 | 13,521 | 1.38% | 1.8% | 153 | +191 | 0.07% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | Added to | 256,973 | 13,512 | 0.59% | 0.56% | 154 | +19,618 | 8.27% | Q1 2026 | May 08, 2026 |
| MTC Wealth Management LLC | History | Added to | 255,420 | 13,424 | 6.38% | 5.79% | 155 | +21,976 | 9.41% | Q1 2026 | May 04, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 253,719 | 13,335 | 0.64% | 0.61% | 156 | +6,735 | 2.73% | Q1 2026 | Apr 09, 2026 |
| Smith Salley Wealth Management | History | Added to | 250,100 | 13,145 | 0.66% | 0.61% | 157 | +15,663 | 6.68% | Q1 2026 | Apr 16, 2026 |
| CIBC Bancorp USA Inc. | History | New | 247,245 | 12,975 | 0.02% | — | 158 | +247,245 | New | Q1 2026 | May 12, 2026 |
| NBT BANK N A /NY | History | Reduced | 244,870 | 12,870 | 0.84% | 0.84% | 159 | -1,708 | -0.69% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 239,111 | 12,567 | 0.35% | 0.34% | 160 | +8,736 | 3.79% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 237,615 | 12,565 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 234,466 | 12,323 | 0.07% | 0.08% | 162 | -2,371 | -1.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 232,686 | 12,229 | 0.01% | 0.0% | 163 | +92,501 | 65.98% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 232,639 | 12,227 | 0.64% | 0.63% | 164 | +17,659 | 8.21% | Q1 2026 | May 07, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 232,471 | 12,218 | 2.1% | 1.76% | 165 | +34,618 | 17.5% | Q1 2026 | May 13, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 232,317 | 12,210 | 0.95% | 0.98% | 166 | -10,674 | -4.39% | Q1 2026 | Apr 24, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Reduced | 229,800 | 12,071 | 13.95% | 12.82% | 167 | -14,500 | -5.94% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 228,104 | 11,989 | 0.02% | 0.02% | 168 | -22,312 | -8.91% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 227,437 | 11,954 | 0.02% | 0.02% | 169 | +78,830 | 53.05% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 226,058 | 11,881 | 0.0% | 0.0% | 170 | +20,366 | 9.9% | Q1 2026 | May 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 225,126 | 11,832 | 0.18% | 0.1% | 171 | +101,365 | 81.9% | Q1 2026 | Apr 01, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 223,518 | 11,748 | 0.05% | 0.04% | 172 | +57,463 | 34.6% | Q1 2026 | May 13, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 215,431 | 11,323 | 3.39% | 3.27% | 173 | +6,514 | 3.12% | Q1 2026 | May 05, 2026 |
| Galilei Investment Office LLP | History | No change | 214,946 | 11,297 | 5.85% | 5.36% | 174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 214,288 | 11,262 | 0.32% | 0.35% | 175 | +361 | 0.17% | Q1 2026 | Apr 09, 2026 |
| Hilton Capital Management, LLC | History | Added to | 213,795 | 11,237 | 0.85% | 0.82% | 176 | +8,671 | 4.23% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 207,277 | 10,894 | 0.07% | 0.06% | 177 | +19,011 | 10.1% | Q1 2026 | May 05, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 206,759 | 10,867 | 0.08% | 0.09% | 178 | -7,316 | -3.42% | Q1 2026 | May 14, 2026 |
| Wealth Forward, LLC | History | Added to | 206,250 | 10,840 | 6.12% | 6.1% | 179 | +2,174 | 1.07% | Q1 2026 | May 04, 2026 |
| Kiker Wealth Management, LLC | History | Added to | 205,923 | 10,823 | 5.17% | 16.17% | 180 | +196,705 | 2133.92% | Q1 2026 | May 06, 2026 |
| EQUITABLE TRUST CO | History | Added to | 205,824 | 10,818 | 0.5% | 0.47% | 181 | +6,024 | 3.02% | Q1 2026 | Apr 30, 2026 |
| Ballentine Capital Advisors, Inc | History | Added to | 204,578 | 10,752 | 4.45% | 4.43% | 182 | +5,807 | 2.92% | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Added to | 204,525 | 10,749 | 0.06% | 0.05% | 183 | +21,770 | 11.91% | Q1 2026 | Apr 15, 2026 |
| TICINO WEALTH | History | Added to | 187,452 | 10,602 | 3.69% | 2.18% | 184 | +76,437 | 68.85% | Q1 2026 | Apr 22, 2026 |
| JANE STREET GROUP, LLC | History | New | 199,792 | 10,501 | 0.0% | — | 185 | +199,792 | New | Q1 2026 | May 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 198,459 | 10,431 | 1.17% | 1.19% | 186 | -6,869 | -3.35% | Q1 2026 | Apr 24, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 190,779 | 10,027 | 4.7% | 4.46% | 187 | -946 | -0.49% | Q1 2026 | Apr 27, 2026 |
| Powers Advisory Group, LLC | History | Added to | 189,288 | 9,949 | 3.51% | 3.56% | 188 | +10,492 | 5.87% | Q1 2026 | Apr 21, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 186,606 | 9,808 | 0.63% | 0.62% | 189 | +188 | 0.1% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 185,497 | 9,749 | 0.21% | 0.61% | 190 | -351,128 | -65.43% | Q1 2026 | May 01, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Reduced | 183,973 | 9,669 | 0.88% | 0.84% | 191 | -418 | -0.23% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 182,819 | 9,608 | 0.07% | 0.08% | 192 | +2,333 | 1.29% | Q1 2026 | May 15, 2026 |
| BlueSky Wealth Advisors, LLC | History | Reduced | 180,967 | 9,511 | 1.22% | 1.49% | 193 | -32,319 | -15.15% | Q1 2026 | Apr 16, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 178,736 | 9,394 | 0.6% | 0.59% | 194 | +2,429 | 1.38% | Q1 2026 | May 14, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 174,405 | 9,222 | 0.61% | 0.61% | 195 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Kelsey Financial, LLC | History | Added to | 174,976 | 9,196 | 8.04% | 7.92% | 196 | +661 | 0.38% | Q1 2026 | May 06, 2026 |
| Artesa Financial Group, LLC | History | Added to | 174,619 | 9,177 | 8.75% | 8.95% | 197 | +10,128 | 6.16% | Q1 2026 | Apr 21, 2026 |
| JPL Wealth Management, LLC | History | Added to | 170,778 | 8,976 | 2.06% | 2.08% | 198 | +9,251 | 5.73% | Q1 2026 | May 08, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 170,700 | 8,971 | 0.06% | 0.05% | 199 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 167,881 | 8,823 | 0.28% | 0.32% | 200 | -13,406 | -7.39% | Q1 2026 | May 15, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 167,820 | 8,820 | 1.01% | 0.76% | 201 | +38,652 | 29.92% | Q1 2026 | Apr 17, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 166,943 | 8,774 | 0.65% | 0.81% | 202 | -38,595 | -18.78% | Q1 2026 | Apr 16, 2026 |
| Procyon Advisors, LLC | History | Reduced | 166,889 | 8,771 | 0.43% | 0.48% | 203 | -15,674 | -8.59% | Q1 2026 | May 04, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 165,094 | 8,677 | 0.01% | 0.03% | 204 | -530,729 | -76.27% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Reduced | 164,299 | 8,635 | 0.26% | 0.29% | 205 | -20,417 | -11.05% | Q1 2026 | May 14, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 161,544 | 8,490 | 1.19% | 1.22% | 206 | -2,847 | -1.73% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 158,559 | 8,333 | 0.1% | 0.12% | 207 | +1,161 | 0.74% | Q1 2026 | Apr 23, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 157,971 | 8,302 | 0.14% | 0.14% | 208 | -2,138 | -1.34% | Q1 2026 | May 05, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 157,149 | 8,259 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 153,073 | 8,045 | 0.25% | 0.26% | 210 | +2,101 | 1.39% | Q1 2026 | Apr 08, 2026 |
| Aspen Investment Management Inc | History | Added to | 152,004 | 7,989 | 2.45% | 2.3% | 211 | +7,456 | 5.16% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 150,664 | 7,967 | 0.14% | 0.14% | 212 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 151,405 | 7,957 | 0.49% | 0.51% | 213 | -1,351 | -0.88% | Q1 2026 | May 05, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 150,148 | 7,891 | 1.22% | 1.26% | 214 | -21,422 | -12.49% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 150,048 | 7,848 | 0.0% | 0.0% | 215 | +42,153 | 39.07% | Q1 2026 | May 15, 2026 |
| SEMITAM BONAM LLC | History | Added to | 148,628 | 7,811 | 6.38% | 6.14% | 216 | +9,169 | 6.57% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 146,102 | 7,679 | 0.06% | 0.05% | 217 | +67,418 | 85.68% | Q1 2026 | May 15, 2026 |
| BCS Private Wealth Management, Inc. | History | Reduced | 145,921 | 7,669 | 2.33% | 2.65% | 218 | -785 | -0.54% | Q1 2026 | Apr 21, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 145,225 | 7,612 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 141,432 | 7,433 | 1.26% | 1.22% | 220 | +2,091 | 1.5% | Q1 2026 | Apr 28, 2026 |
| Mendota Financial Group, LLC | History | Added to | 140,197 | 7,368 | 5.46% | 5.34% | 221 | +1,364 | 0.98% | Q1 2026 | Apr 16, 2026 |
| Marmo Financial Group, LLC | History | Reduced | 138,988 | 7,305 | 3.62% | 3.57% | 222 | -3,562 | -2.5% | Q1 2026 | Apr 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 135,254 | 7,109 | 0.01% | 0.02% | 223 | -38,648 | -22.22% | Q1 2026 | May 01, 2026 |
| Capital Investment Counsel, LLC | History | Reduced | 135,179 | 7,105 | 0.97% | 1.0% | 224 | -757 | -0.56% | Q1 2026 | Apr 23, 2026 |
| Clear Retirement Advice LLC | History | Added to | 133,030 | 6,992 | 5.49% | 5.46% | 225 | +200 | 0.15% | Q1 2026 | Apr 28, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 131,660 | 6,920 | 0.22% | 0.13% | 226 | -10,438 | -7.35% | Q1 2026 | Apr 29, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 130,199 | 6,843 | 0.08% | 0.08% | 227 | +13,587 | 11.65% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 129,841 | 6,824 | 0.05% | 0.04% | 228 | +11,598 | 9.81% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 127,418 | 6,697 | 0.0% | 0.0% | 229 | -10,258 | -7.45% | Q1 2026 | Apr 30, 2026 |
| BANK OF NOVA SCOTIA | History | New | 125,100 | 6,575 | 0.01% | — | 230 | +125,100 | New | Q1 2026 | May 14, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 124,990 | 6,569 | 0.88% | 0.85% | 231 | +5,200 | 4.34% | Q1 2026 | May 15, 2026 |
| Mittelman Wealth Management | History | Reduced | 124,664 | 6,552 | 4.09% | 4.67% | 232 | -11,230 | -8.26% | Q1 2026 | May 15, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | Reduced | 124,159 | 6,526 | 0.77% | 0.77% | 233 | -4,987 | -3.86% | Q1 2026 | May 11, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 123,546 | 6,494 | 0.11% | 0.12% | 234 | -3,828 | -3.01% | Q1 2026 | May 15, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 122,624 | 6,445 | 0.67% | 0.62% | 235 | -1,807 | -1.45% | Q1 2026 | Apr 27, 2026 |
| CROBAN | History | Added to | 120,979 | 6,358 | 2.99% | 2.94% | 236 | +5,743 | 4.98% | Q1 2026 | May 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 120,586 | 6,338 | 0.34% | 0.33% | 237 | -1,146 | -0.94% | Q1 2026 | May 15, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Added to | 119,733 | 6,293 | 2.24% | 2.09% | 238 | +6,765 | 5.99% | Q1 2026 | May 05, 2026 |
| UNITED BANK | History | Added to | 118,495 | 6,228 | 0.8% | 0.73% | 239 | +14,190 | 13.6% | Q1 2026 | May 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 116,889 | 6,181 | 4.46% | 4.46% | 240 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| AMARA FINANCIAL, LLC. | History | Added to | 116,642 | 6,130 | 4.23% | 3.9% | 241 | +10,169 | 9.55% | Q1 2026 | May 07, 2026 |
| DAVIS R M INC | History | Reduced | 111,666 | 5,869 | 0.1% | 0.11% | 242 | -13,695 | -10.92% | Q1 2026 | May 13, 2026 |
| Shore Point Advisors, LLC | History | Added to | 122,934 | 5,834 | 2.3% | 2.42% | 243 | +10,079 | 8.93% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 110,279 | 5,796 | 0.03% | 0.03% | 244 | -490 | -0.44% | Q1 2026 | Apr 24, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 112,148 | 5,793 | 0.08% | 0.07% | 245 | +3,470 | 3.19% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 110,159 | 5,789 | 0.02% | 0.01% | 246 | +6,662 | 6.44% | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 109,000 | 5,729 | 0.0% | 0.02% | 247 | +4,000 | 3.81% | Q1 2026 | May 04, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Added to | 108,634 | 5,709 | 0.44% | 0.38% | 248 | +1,930 | 1.81% | Q1 2026 | May 13, 2026 |
| PINKERTON WEALTH, LLC | History | Reduced | 107,751 | 5,697 | 0.52% | 0.62% | 249 | -6,039 | -5.31% | Q1 2026 | Apr 09, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 108,325 | 5,693 | 0.42% | 0.38% | 250 | +6,809 | 6.71% | Q1 2026 | Apr 13, 2026 |
| TABLEAUX LLC | History | Added to | 107,644 | 5,657 | 2.74% | 2.66% | 251 | +39,098 | 57.04% | Q1 2026 | May 14, 2026 |
| Main Management LLC | History | Reduced | 106,259 | 5,585 | 0.41% | 0.61% | 252 | -54,594 | -33.94% | Q1 2026 | May 14, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 106,072 | 5,575 | 0.91% | 0.91% | 253 | +4,086 | 4.01% | Q1 2026 | May 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 106,063 | 5,571 | 1.35% | 1.4% | 254 | -10,907 | -9.32% | Q1 2026 | Apr 17, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 104,780 | 5,507 | 0.19% | 0.21% | 255 | -3,504 | -3.24% | Q1 2026 | Apr 20, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 104,730 | 5,504 | 0.19% | 0.2% | 256 | -2,014 | -1.89% | Q1 2026 | May 06, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 102,614 | 5,393 | 0.44% | 0.45% | 257 | -66 | -0.06% | Q1 2026 | May 06, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 101,438 | 5,331 | 1.2% | 1.15% | 258 | +5,336 | 5.55% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 101,320 | 5,325 | 0.03% | 0.04% | 259 | -27,319 | -21.24% | Q1 2026 | May 05, 2026 |
| L. Roy Papp & Associates, LLP | History | Added to | 100,135 | 5,263 | 0.61% | 0.4% | 260 | +32,530 | 48.12% | Q1 2026 | Apr 14, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 99,420 | 5,225 | 0.5% | 0.46% | 261 | +5,181 | 5.5% | Q1 2026 | May 06, 2026 |
| Trinity Legacy Partners, LLC | History | Added to | 98,814 | 5,204 | 1.13% | 1.16% | 262 | +3,140 | 3.28% | Q1 2026 | Apr 16, 2026 |
| Roundview Capital LLC | History | Added to | 98,987 | 5,202 | 0.32% | 0.32% | 263 | +448 | 0.45% | Q1 2026 | May 08, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 96,460 | 5,069 | 0.23% | 0.24% | 264 | +13,051 | 15.65% | Q1 2026 | Apr 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 96,134 | 5,052 | 0.0% | 0.0% | 265 | +32,556 | 51.21% | Q1 2026 | May 15, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 95,371 | 5,012 | 0.55% | 0.52% | 266 | +2,682 | 2.89% | Q1 2026 | Apr 28, 2026 |
| Engineers Gate Manager LP | History | Added to | 95,120 | 4,999 | 0.06% | 0.01% | 267 | +75,923 | 395.49% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | New | 95,000 | 4,993 | 0.51% | — | 268 | +95,000 | New | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 94,867 | 4,979 | 0.02% | 0.02% | 269 | +17,304 | 22.31% | Q1 2026 | May 15, 2026 |
| AmeriServ Wealth Advisors | History | Reduced | 94,402 | 4,961 | 3.17% | 3.19% | 270 | -9,482 | -9.13% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 93,903 | 4,935 | 0.0% | 0.0% | 271 | +53 | 0.06% | Q1 2026 | May 06, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 93,852 | 4,932 | 1.97% | 1.7% | 272 | +11,696 | 14.24% | Q1 2026 | Apr 23, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 93,501 | 4,914 | 1.5% | 1.38% | 273 | +5,193 | 5.88% | Q1 2026 | May 13, 2026 |
| BAILARD, INC. | History | Reduced | 92,819 | 4,878 | 0.11% | 0.22% | 274 | -98,453 | -51.47% | Q1 2026 | May 11, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 92,415 | 4,857 | 0.14% | 0.09% | 275 | +34,773 | 60.33% | Q1 2026 | May 11, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 92,211 | 4,846 | 0.39% | 0.59% | 276 | -49,684 | -35.01% | Q1 2026 | May 14, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 91,173 | 4,792 | 0.47% | 0.47% | 277 | +2,276 | 2.56% | Q1 2026 | Apr 27, 2026 |
| Pines Wealth Management, LLC | History | Added to | 91,163 | 4,791 | 1.55% | 1.5% | 278 | +3,081 | 3.5% | Q1 2026 | Apr 08, 2026 |
| Martin Capital Partners, LLC | History | Reduced | 90,878 | 4,777 | 1.78% | 1.82% | 279 | -756 | -0.83% | Q1 2026 | Apr 07, 2026 |
| Regal Investment Advisors LLC | History | Added to | 90,769 | 4,770 | 0.28% | 0.29% | 280 | +290 | 0.32% | Q1 2026 | May 14, 2026 |
| Banco Santander, S.A. | History | Added to | 90,716 | 4,768 | 0.04% | 0.03% | 281 | +14,750 | 19.42% | Q1 2026 | May 08, 2026 |
| Wealthfront Advisers LLC | History | Added to | 89,439 | 4,700 | 0.01% | 0.01% | 282 | +15,114 | 20.34% | Q1 2026 | May 05, 2026 |
| Apella Capital, LLC | History | Added to | 88,536 | 4,666 | 0.07% | 0.07% | 283 | +21,249 | 31.58% | Q1 2026 | Apr 20, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 87,861 | 4,617 | 0.24% | 0.29% | 284 | -12,660 | -12.59% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 88,733 | 4,597 | 0.01% | 0.01% | 285 | -1,357 | -1.51% | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 87,179 | 4,582 | 0.31% | 0.3% | 286 | +3,674 | 4.4% | Q1 2026 | May 12, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 87,161 | 4,581 | 0.24% | 0.23% | 287 | +4,789 | 5.81% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 86,621 | 4,580 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Gradient Capital Advisors, LLC | History | Reduced | 85,562 | 4,497 | 1.17% | 1.17% | 289 | -232 | -0.27% | Q1 2026 | Apr 15, 2026 |
| Bull Street Advisors, LLC | History | Reduced | 83,115 | 4,369 | 2.16% | 2.05% | 290 | -400 | -0.48% | Q1 2026 | Apr 24, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 82,764 | 4,350 | 0.08% | 0.09% | 291 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 81,788 | 4,287 | 0.15% | 0.15% | 292 | +5,557 | 7.29% | Q1 2026 | May 15, 2026 |
| Boltwood Capital Management | History | Reduced | 80,715 | 4,242 | 1.08% | 1.13% | 293 | -1,650 | -2.0% | Q1 2026 | Apr 07, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Added to | 80,299 | 4,220 | 0.96% | 0.93% | 294 | +1,698 | 2.16% | Q1 2026 | Apr 15, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 78,693 | 4,136 | 0.17% | 0.16% | 295 | +2,124 | 2.77% | Q1 2026 | Apr 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 78,663 | 4,134 | 0.06% | 0.06% | 296 | -6,743 | -7.9% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | Added to | 77,292 | 4,062 | 0.06% | 0.06% | 297 | +616 | 0.8% | Q1 2026 | Apr 13, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 76,757 | 4,034 | 1.58% | 1.53% | 298 | -1,144 | -1.47% | Q1 2026 | Apr 07, 2026 |
| SouthState Bank Corp | History | Reduced | 76,609 | 4,026 | 0.19% | 0.19% | 299 | -2,639 | -3.33% | Q1 2026 | May 05, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 75,466 | 3,966 | 1.33% | 1.28% | 300 | +2,051 | 2.79% | Q1 2026 | Apr 14, 2026 |