iSHARES TRUST - IGV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Varma Mutual Pension Insurance Co | History | New | 20,358,901 | 1,629,730 | 9.6% | — | 1 | +20,358,901 | New | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,066,606 | 1,526,281 | 0.17% | 0.01% | 2 | +18,116,996 | 1907.84% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 17,013,238 | 1,361,909 | 0.16% | 0.02% | 3 | +15,479,690 | 1009.4% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 11,658,789 | 933,286 | 0.4% | 0.06% | 4 | +10,343,272 | 786.25% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 11,145,110 | 892,166 | 0.11% | 0.01% | 5 | +10,454,710 | 1514.3% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 10,687,487 | 855,533 | 0.05% | 0.02% | 6 | +7,244,399 | 210.4% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 8,636,201 | 691,327 | 0.1% | 0.02% | 7 | +7,312,411 | 552.38% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 8,510,618 | 681,274 | 0.11% | 0.01% | 8 | +7,843,518 | 1175.76% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,164,988 | 646,181 | 0.31% | 0.25% | 9 | +2,031,642 | 39.58% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,520,404 | 281,808 | 0.02% | 0.04% | 10 | -1,633,019 | -31.69% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,783,127 | 222,789 | 0.04% | 0.03% | 11 | +1,429,603 | 105.62% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 2,400,960 | 192,196 | 0.05% | 0.04% | 12 | +881,062 | 57.97% | Q1 2026 | May 06, 2026 |
| Squarepoint Ops LLC | History | Added to | 2,294,727 | 183,692 | 0.22% | 0.01% | 13 | +2,182,099 | 1937.44% | Q1 2026 | May 15, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 2,193,601 | 175,597 | 0.83% | 0.85% | 14 | +487,000 | 28.54% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 2,088,388 | 167,175 | 0.17% | 0.0% | 15 | +2,065,188 | 8901.67% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 2,066,115 | 165,392 | 0.0% | 0.0% | 16 | +2,062,891 | 63985.45% | Q1 2026 | May 13, 2026 |
| Caption Management, LLC | History | New | 1,846,700 | 147,828 | 0.86% | — | 17 | +1,846,700 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,617,687 | 125,564 | 0.01% | 0.0% | 18 | +1,351,769 | 508.34% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,566,341 | 125,385 | 0.02% | 0.01% | 19 | +1,032,116 | 193.2% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 1,518,500 | 121,555 | 0.23% | — | 20 | +1,518,500 | New | Q1 2026 | May 15, 2026 |
| Laura & John Arnold Foundation | History | No change | 1,479,875 | 118,463 | 27.58% | 27.53% | 21 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 1,312,218 | 105,029 | 0.17% | — | 22 | +1,312,218 | New | Q1 2026 | May 14, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 1,295,294 | 103,688 | 0.98% | 1.51% | 23 | -25,706 | -1.95% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | New | 1,134,300 | 90,800 | 1.38% | — | 24 | +1,134,300 | New | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,099,700 | 88,030 | 0.04% | 0.02% | 25 | +595,900 | 118.28% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | New | 1,073,409 | 85,926 | 0.19% | — | 26 | +1,073,409 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 967,239 | 77,427 | 0.02% | 0.0% | 27 | +891,537 | 1177.69% | Q1 2026 | May 14, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 929,000 | 74,366 | 0.45% | 1.18% | 28 | -805,000 | -46.42% | Q1 2026 | May 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 900,000 | 72,045 | 0.12% | 0.13% | 29 | +150,000 | 20.0% | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Added to | 500,000 | 63,455 | 0.09% | 0.0% | 30 | +490,707 | 5280.39% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Added to | 742,600 | 59,445 | 0.14% | 0.01% | 31 | +706,986 | 1985.14% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 550,965 | 57,848 | 0.37% | 0.21% | 32 | +260,068 | 89.4% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 700,159 | 56,042 | 0.01% | 0.01% | 33 | +132,164 | 23.27% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 668,393 | 53,504 | 0.01% | 0.01% | 34 | +452,500 | 209.59% | Q1 2026 | May 04, 2026 |
| Walleye Trading LLC | History | New | 652,200 | 52,208 | 0.09% | — | 35 | +652,200 | New | Q1 2026 | May 08, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 626,482 | 50,149 | 0.02% | 0.02% | 36 | -59,518 | -8.68% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 577,550 | 46,232 | 0.01% | 0.01% | 37 | +276,294 | 91.71% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 548,424 | 43,901 | 0.05% | 0.05% | 38 | +97,268 | 21.56% | Q1 2026 | May 05, 2026 |
| BANK OF NOVA SCOTIA | History | New | 548,204 | 43,883 | 0.08% | — | 39 | +548,204 | New | Q1 2026 | May 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 463,036 | 37,066 | 0.1% | — | 40 | +463,036 | New | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 443,036 | 35,465 | 0.31% | 2.47% | 41 | -2,276,536 | -83.71% | Q1 2026 | May 14, 2026 |
| SP Asset Management LLC | History | Added to | 437,356 | 35,010 | 3.09% | 3.49% | 42 | +19,943 | 4.78% | Q1 2026 | May 06, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 400,000 | 32,020 | 1.06% | — | 43 | +400,000 | New | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 365,200 | 29,233 | 0.11% | 0.13% | 44 | +48,204 | 15.21% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 359,597 | 28,785 | 0.04% | 0.02% | 45 | +248,617 | 224.02% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 353,881 | 28,328 | 0.08% | 0.11% | 46 | -56,980 | -13.87% | Q1 2026 | May 04, 2026 |
| Cartenna Capital, LP | History | New | 350,000 | 28,017 | 1.02% | — | 47 | +350,000 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 343,401 | 27,489 | 0.04% | 0.06% | 48 | -109,674 | -24.21% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 312,200 | 24,991 | 0.11% | 0.13% | 49 | -120,695 | -27.88% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 312,848 | 24,965 | 0.03% | 0.03% | 50 | +44,209 | 16.46% | Q1 2026 | May 13, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | New | 306,916 | 24,568 | 0.89% | — | 51 | +306,916 | New | Q1 2026 | May 14, 2026 |
| Empyrean Capital Partners, LP | History | New | 286,000 | 22,894 | 0.75% | — | 52 | +286,000 | New | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | Added to | 285,736 | 22,873 | 0.85% | 0.85% | 53 | +60,160 | 26.67% | Q1 2026 | May 14, 2026 |
| Luken Investment Analytics, LLC | History | New | 274,298 | 21,957 | 8.41% | — | 54 | +274,298 | New | Q1 2026 | May 12, 2026 |
| Westwind Capital | History | Added to | 25,689 | 20,564 | 4.94% | 0.52% | 55 | +1,544 | 6.39% | Q1 2026 | Apr 14, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | New | 255,095 | 20,420 | 0.12% | — | 56 | +255,095 | New | Q1 2026 | May 13, 2026 |
| Quantitative Investment Management, LLC | History | New | 254,717 | 20,390 | 2.12% | — | 57 | +254,717 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 253,418 | 20,284 | 0.04% | 0.02% | 58 | +161,366 | 175.3% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 250,052 | 20,017 | 0.05% | 0.05% | 59 | +48,613 | 24.13% | Q1 2026 | Apr 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 249,000 | 19,932 | 0.14% | — | 60 | +249,000 | New | Q1 2026 | May 15, 2026 |
| 1248 Management, LLC | History | New | 242,040 | 19,375 | 8.98% | — | 61 | +242,040 | New | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | Added to | 240,898 | 19,283 | 0.31% | 0.21% | 62 | +132,419 | 122.07% | Q1 2026 | May 06, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | New | 230,800 | 18,475 | 16.42% | — | 63 | +230,800 | New | Q1 2026 | May 13, 2026 |
| Carnegie Investment Counsel | History | Added to | 228,028 | 18,253 | 0.36% | 0.04% | 64 | +209,655 | 1141.1% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Reduced | 223,569 | 17,896 | 0.13% | 0.35% | 65 | -180,055 | -44.61% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 221,893 | 17,762 | 0.01% | — | 66 | +221,893 | New | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 216,942 | 17,366 | 0.02% | 0.03% | 67 | -94,910 | -30.43% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 221,716 | 16,971 | 0.02% | 0.01% | 68 | +149,561 | 207.28% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 211,735 | 16,949 | 0.08% | 0.02% | 69 | +159,884 | 308.35% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 207,713 | 16,626 | 0.02% | 0.05% | 70 | -93,758 | -31.1% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 205,956 | 16,486 | 0.11% | 0.0% | 71 | +202,773 | 6370.5% | Q1 2026 | May 07, 2026 |
| Capula Management Ltd | History | New | 204,400 | 16,362 | 0.12% | — | 72 | +204,400 | New | Q1 2026 | May 14, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 200,000 | 16,010 | 0.34% | — | 74 | +200,000 | New | Q1 2026 | May 15, 2026 |
| Bracebridge Capital, LLC | History | New | 2,000 | 16,010 | 0.43% | — | 73 | +2,000 | New | Q1 2026 | May 15, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 1,520,678 | 15,676 | 1.18% | 2.4% | 75 | -94,834 | -5.87% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 182,913 | 14,642 | 0.02% | 0.0% | 76 | +181,402 | 12005.43% | Q1 2026 | Apr 16, 2026 |
| Purpose Unlimited Inc. | History | New | 178,637 | 14,319 | 0.59% | — | 77 | +178,637 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 178,005 | 14,249 | 0.04% | 0.04% | 78 | +18,955 | 11.92% | Q1 2026 | Apr 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 165,335 | 13,235 | 0.08% | 0.06% | 79 | +77,432 | 88.09% | Q1 2026 | May 05, 2026 |
| B & T Capital Management DBA Alpha Capital Management | History | New | 161,373 | 12,917 | 1.87% | — | 80 | +161,373 | New | Q1 2026 | May 13, 2026 |
| NOMURA HOLDINGS INC | History | New | 160,000 | 12,808 | 0.03% | — | 81 | +160,000 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 156,800 | 12,551 | 0.02% | 0.0% | 82 | +127,200 | 429.73% | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 155,554 | 12,452 | 0.28% | 0.31% | 83 | +28,365 | 22.3% | Q1 2026 | May 12, 2026 |
| Focused Wealth Management, Inc | History | New | 152,311 | 12,192 | 1.26% | — | 84 | +152,311 | New | Q1 2026 | Apr 20, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Reduced | 151,496 | 12,127 | 1.79% | 2.36% | 85 | -2,578 | -1.67% | Q1 2026 | May 05, 2026 |
| Longitude (Cayman) Ltd. | History | New | 150,500 | 12,047 | 4.93% | — | 86 | +150,500 | New | Q1 2026 | May 04, 2026 |
| Tribune Investment Group LP | History | New | 150,000 | 12,007 | 4.6% | — | 87 | +150,000 | New | Q1 2026 | May 14, 2026 |
| Owl Creek Asset Management, L.P. | History | Reduced | 148,500 | 11,887 | 0.86% | 0.93% | 88 | -141,500 | -48.79% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 148,351 | 11,875 | 0.02% | 0.03% | 89 | -57,627 | -27.98% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 146,260 | 11,708 | 0.02% | 0.02% | 90 | +33,520 | 29.73% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | New | 144,527 | 11,569 | 0.05% | — | 91 | +144,527 | New | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 133,534 | 11,283 | 0.2% | — | 92 | +133,534 | New | Q1 2026 | May 01, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Added to | 140,354 | 11,235 | 0.89% | 0.1% | 93 | +127,254 | 971.4% | Q1 2026 | Apr 17, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 139,969 | 11,204 | 0.02% | — | 94 | +139,969 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 145,314 | 11,173 | 0.01% | 0.0% | 95 | +78,545 | 117.64% | Q1 2026 | May 15, 2026 |
| Horizon Wealth Management, LLC | History | New | 139,056 | 11,131 | 1.63% | — | 96 | +139,056 | New | Q1 2026 | Apr 24, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 136,048 | 10,890 | 0.54% | 0.69% | 97 | +3,965 | 3.0% | Q1 2026 | May 07, 2026 |
| Y.D. More Investments Ltd | History | Added to | 134,760 | 10,782 | 0.42% | 0.02% | 98 | +130,038 | 2753.88% | Q1 2026 | May 04, 2026 |
| Concentric Capital Strategies, LP | History | New | 130,654 | 10,458 | 0.88% | — | 99 | +130,654 | New | Q1 2026 | May 15, 2026 |
| DG Capital Management, LLC | History | New | 130,000 | 10,406 | 3.19% | — | 100 | +130,000 | New | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | New | 128,027 | 10,248 | 0.5% | — | 101 | +128,027 | New | Q1 2026 | May 04, 2026 |
| GGM Financial LLC | History | New | 127,941 | 10,241 | 4.71% | — | 102 | +127,941 | New | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 125,564 | 10,051 | 0.12% | 0.16% | 103 | -3,545 | -2.75% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Added to | 789 | 9,855 | 0.16% | 0.04% | 104 | +570 | 260.27% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 117,474 | 9,403 | 0.01% | 0.02% | 105 | -36,719 | -23.81% | Q1 2026 | May 13, 2026 |
| Centiva Capital, LP | History | New | 117,069 | 9,371 | 0.07% | — | 106 | +117,069 | New | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 112,761 | 9,026 | 0.23% | 0.21% | 107 | +35,470 | 45.89% | Q1 2026 | Apr 07, 2026 |
| Graham Capital Management, L.P. | History | Added to | 112,318 | 8,991 | 0.22% | 0.21% | 108 | +29,818 | 36.14% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | New | 112,222 | 8,983 | 0.26% | — | 109 | +112,222 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 111,110 | 8,894 | 0.01% | 0.01% | 110 | +30,205 | 37.33% | Q1 2026 | May 07, 2026 |
| Joseph Group Capital Management | History | New | 109,524 | 8,767 | 2.19% | — | 111 | +109,524 | New | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 107,973 | 8,643 | 0.11% | 0.06% | 112 | +70,701 | 189.69% | Q1 2026 | Apr 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 107,475 | 8,603 | 0.45% | — | 113 | +107,475 | New | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 104,799 | 8,389 | 0.04% | 0.02% | 114 | +68,518 | 188.85% | Q1 2026 | Apr 24, 2026 |
| Principle Wealth Partners LLC | History | Added to | 104,505 | 8,365 | 0.48% | 0.57% | 115 | +9,442 | 9.93% | Q1 2026 | May 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 100,000 | 8,005 | 0.01% | — | 116 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Waratah Capital Advisors Ltd. | History | New | 100,000 | 8,005 | 0.3% | — | 117 | +100,000 | New | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | Added to | 99,859 | 7,993 | 0.02% | 0.01% | 118 | +76,940 | 335.7% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 99,752 | 7,985 | 0.01% | 0.01% | 119 | +64,796 | 185.36% | Q1 2026 | May 15, 2026 |
| Choate Investment Advisors | History | New | 96,468 | 7,722 | 0.15% | — | 120 | +96,468 | New | Q1 2026 | May 13, 2026 |
| SIG BROKERAGE, LP | History | New | 96,200 | 7,700 | 0.2% | — | 121 | +96,200 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 95,550 | 7,676 | 0.02% | 0.01% | 122 | +12,912 | 15.62% | Q1 2026 | Apr 08, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 85,820 | 7,637 | 2.5% | — | 123 | +85,820 | New | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 92,422 | 7,398 | 0.04% | 0.08% | 124 | -48,096 | -34.23% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 90,142 | 7,215 | 0.03% | 0.02% | 125 | +38,291 | 73.85% | Q1 2026 | Apr 30, 2026 |
| CREDIT AGRICOLE S A | History | New | 89,783 | 7,187 | 0.02% | — | 126 | +89,783 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 89,300 | 7,148 | 0.01% | 0.03% | 127 | -97,900 | -52.3% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 87,161 | 6,977 | 0.01% | 0.0% | 128 | +68,876 | 376.68% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 87,084 | 6,971 | 0.02% | 0.03% | 129 | -29,379 | -25.23% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | New | 86,689 | 6,939 | 0.21% | — | 130 | +86,689 | New | Q1 2026 | May 13, 2026 |
| NFSG Corp | History | Added to | 83,671 | 6,697 | 1.1% | 0.0% | 131 | +83,451 | 37932.27% | Q1 2026 | May 05, 2026 |
| Private Wealth Advisors, LLC | History | New | 82,418 | 6,597 | 1.86% | — | 132 | +82,418 | New | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | New | 82,280 | 6,586 | 0.08% | — | 133 | +82,280 | New | Q1 2026 | May 15, 2026 |
| Maniro Ltd | History | New | 81,930 | 6,558 | 1.99% | — | 134 | +81,930 | New | Q1 2026 | May 15, 2026 |
| Silver Coast Investments LLC | History | Added to | 79,882 | 6,394 | 2.04% | 2.13% | 135 | +21,522 | 36.88% | Q1 2026 | Apr 22, 2026 |
| Main Management LLC | History | Reduced | 79,766 | 6,385 | 0.46% | 0.67% | 136 | -7,834 | -8.94% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | New | 77,822 | 6,229 | 0.03% | — | 137 | +77,822 | New | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 77,608 | 6,212 | 0.02% | — | 138 | +77,608 | New | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 76,457 | 6,120 | 0.02% | 0.0% | 139 | +68,663 | 880.97% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 76,137 | 6,094 | 0.13% | 0.01% | 140 | +70,570 | 1267.65% | Q1 2026 | Apr 13, 2026 |
| Arvest Bank Trust Division | History | New | 75,195 | 6,019 | 0.33% | — | 141 | +75,195 | New | Q1 2026 | May 13, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 72,943 | 5,839 | 0.44% | — | 142 | +72,943 | New | Q1 2026 | Apr 30, 2026 |
| KWMG, LLC | History | Added to | 71,547 | 5,727 | 0.48% | 0.63% | 143 | +2,539 | 3.68% | Q1 2026 | Apr 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 69,533 | 5,544 | 0.01% | 0.01% | 144 | +371 | 0.54% | Q1 2026 | May 15, 2026 |
| RIA Advisory Group LLC | History | New | 69,219 | 5,540 | 1.32% | — | 145 | +69,219 | New | Q1 2026 | Apr 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 61,798 | 5,483 | 0.12% | 0.15% | 146 | +269 | 0.44% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | Added to | 68,168 | 5,456 | 1.11% | 0.33% | 147 | +53,790 | 374.11% | Q1 2026 | May 13, 2026 |
| Clark Capital Management Group, Inc. | History | New | 66,673 | 5,337 | 0.03% | — | 148 | +66,673 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 64,970 | 5,201 | 0.01% | 0.0% | 149 | +44,879 | 223.38% | Q1 2026 | May 01, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 64,851 | 5,191 | 0.01% | 0.0% | 150 | +49,923 | 334.43% | Q1 2026 | May 14, 2026 |
| Clarity Financial LLC | History | New | 63,192 | 5,058 | 0.55% | — | 151 | +63,192 | New | Q1 2026 | May 01, 2026 |
| Bricktown Capital, LLC | History | New | 63,000 | 5,043 | 0.99% | — | 152 | +63,000 | New | Q1 2026 | Apr 16, 2026 |
| ALTFEST L J & CO INC | History | New | 62,714 | 5,020 | 0.54% | — | 153 | +62,714 | New | Q1 2026 | Apr 28, 2026 |
| Morningstar Investment Management LLC | History | New | 61,715 | 4,940 | 0.31% | — | 154 | +61,715 | New | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | Added to | 61,571 | 4,928 | 0.19% | 0.0% | 155 | +61,176 | 15487.59% | Q1 2026 | Apr 28, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 61,156 | 4,895 | 0.94% | 1.21% | 156 | +1,443 | 2.42% | Q1 2026 | May 01, 2026 |
| KKM Financial LLC | History | No change | 44,307 | 4,682 | 0.83% | 0.83% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 58,474 | 4,680 | 0.08% | 0.3% | 158 | -109,560 | -65.2% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 58,059 | 4,647 | 0.04% | 0.03% | 159 | +33,786 | 139.19% | Q1 2026 | May 06, 2026 |
| Grange Capital, LLC | History | New | 57,016 | 4,564 | 4.55% | — | 160 | +57,016 | New | Q1 2026 | Apr 28, 2026 |
| Venture Visionary Partners LLC | History | Added to | 56,836 | 4,549 | 0.15% | 0.04% | 161 | +46,176 | 433.17% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | New | 55,961 | 4,479 | 0.14% | — | 162 | +55,961 | New | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 55,496 | 4,442 | 0.06% | — | 163 | +55,496 | New | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 54,749 | 4,382 | 0.01% | 0.01% | 165 | +23,205 | 73.56% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 54,744 | 4,382 | 0.12% | 0.15% | 164 | +2,389 | 4.56% | Q1 2026 | May 04, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 54,813 | 4,381 | 0.33% | 0.02% | 166 | +51,652 | 1634.04% | Q1 2026 | May 20, 2026 |
| ARVEST INVESTMENTS, INC. | History | New | 54,684 | 4,377 | 0.6% | — | 167 | +54,684 | New | Q1 2026 | Apr 14, 2026 |
| PRING TURNER CAPITAL GROUP INC | History | New | 52,959 | 4,239 | 2.55% | — | 168 | +52,959 | New | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 52,140 | 4,171 | 0.0% | 0.0% | 169 | +37,190 | 248.76% | Q1 2026 | Apr 30, 2026 |
| Private Capital Management, LLC | History | New | 51,503 | 4,122 | 0.41% | — | 170 | +51,503 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 51,440 | 4,117 | 0.05% | 0.04% | 171 | +18,328 | 55.35% | Q1 2026 | Apr 28, 2026 |
| BANK HAPOALIM BM | History | Reduced | 50,675 | 4,057 | 0.62% | 0.83% | 172 | -40,101 | -44.18% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 50,620 | 4,052 | 0.02% | 0.01% | 173 | +19,056 | 60.37% | Q1 2026 | May 15, 2026 |
| SFMG, LLC | History | Added to | 50,298 | 4,026 | 0.27% | 0.35% | 174 | +975 | 1.98% | Q1 2026 | May 12, 2026 |
| SCOGGIN MANAGEMENT LP | History | New | 50,000 | 4,002 | 0.39% | — | 175 | +50,000 | New | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 49,534 | 3,965 | 0.09% | 0.06% | 176 | +24,672 | 99.24% | Q1 2026 | May 15, 2026 |
| StoneCrest Wealth Management, Inc. | History | Added to | 48,638 | 3,893 | 1.65% | 2.02% | 177 | +1,388 | 2.94% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 48,149 | 3,854 | 0.0% | 0.0% | 178 | +8,531 | 21.53% | Q1 2026 | May 12, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 47,616 | 3,811 | 2.69% | 3.62% | 179 | -474 | -0.99% | Q1 2026 | Apr 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 47,257 | 3,782 | 0.07% | — | 180 | +47,257 | New | Q1 2026 | Apr 27, 2026 |
| Wealthfront Advisers LLC | History | Added to | 47,155 | 3,774 | 0.01% | 0.01% | 181 | +7,769 | 19.73% | Q1 2026 | May 05, 2026 |
| Vontobel Holding Ltd. | History | Added to | 46,448 | 3,717 | 0.01% | 0.0% | 182 | +44,398 | 2165.76% | Q1 2026 | May 08, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Reduced | 46,318 | 3,707 | 0.74% | 1.02% | 183 | -1,039 | -2.19% | Q1 2026 | May 12, 2026 |
| Bawa N Mallick Trust | History | Reduced | 46,000 | 3,682 | 1.51% | 2.0% | 184 | -5,001 | -9.81% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 44,358 | 3,550 | 0.16% | 0.02% | 185 | +40,223 | 972.74% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Reduced | 44,132 | 3,532 | 0.0% | 0.0% | 186 | -1,925 | -4.18% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 43,902 | 3,513 | 0.07% | 0.08% | 187 | +491 | 1.13% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Added to | 42,979 | 3,440 | 0.02% | 0.0% | 188 | +36,979 | 616.32% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 42,886 | 3,433 | 0.05% | 0.06% | 189 | +13,511 | 45.99% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | New | 41,826 | 3,348 | 0.19% | — | 190 | +41,826 | New | Q1 2026 | Apr 23, 2026 |
| Advisors Capital Management, LLC | History | New | 40,847 | 3,269 | 0.04% | — | 191 | +40,847 | New | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 40,645 | 3,253 | 0.04% | 0.0% | 192 | +38,581 | 1869.23% | Q1 2026 | May 12, 2026 |
| Sharper & Granite LLC | History | Added to | 40,195 | 3,217 | 1.1% | 1.43% | 193 | +1,790 | 4.66% | Q1 2026 | Apr 08, 2026 |
| GTS SECURITIES LLC | History | New | 40,000 | 3,202 | 0.11% | — | 194 | +40,000 | New | Q1 2026 | May 14, 2026 |
| Intrinsic Edge Capital Management LLC | History | New | 40,000 | 3,202 | 0.53% | — | 195 | +40,000 | New | Q1 2026 | May 18, 2026 |
| Banco Santander, S.A. | History | New | 38,430 | 3,076 | 0.02% | — | 196 | +38,430 | New | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 37,841 | 3,029 | 0.02% | 0.01% | 197 | +29,533 | 355.48% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 37,719 | 3,019 | 0.01% | 0.04% | 198 | -64,484 | -63.09% | Q1 2026 | May 13, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | New | 37,686 | 3,016 | 0.34% | — | 199 | +37,686 | New | Q1 2026 | Apr 16, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 37,631 | 3,012 | 0.11% | 0.02% | 200 | +32,855 | 687.92% | Q1 2026 | Apr 21, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | New | 37,467 | 3,008 | 0.91% | — | 201 | +37,467 | New | Q1 2026 | Apr 22, 2026 |
| OneAscent Wealth Management LLC | History | Added to | 37,357 | 2,990 | 0.99% | 1.26% | 202 | +1,509 | 4.21% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 37,283 | 2,984 | 0.02% | 0.01% | 204 | +27,351 | 275.38% | Q1 2026 | Apr 15, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 37,277 | 2,984 | 0.18% | 0.26% | 203 | -4,260 | -10.26% | Q1 2026 | May 01, 2026 |
| SFI Advisors, LLC | History | Reduced | 36,568 | 2,927 | 3.07% | 3.92% | 205 | -21,356 | -36.87% | Q1 2026 | May 05, 2026 |
| OneAscent Financial Services LLC | History | Added to | 36,110 | 2,890 | 0.16% | 0.17% | 206 | +19,098 | 112.26% | Q1 2026 | Apr 21, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | New | 35,000 | 2,801 | 0.2% | — | 207 | +35,000 | New | Q1 2026 | May 14, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 34,870 | 2,791 | 0.24% | — | 208 | +34,870 | New | Q1 2026 | May 06, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 34,556 | 2,766 | 0.18% | 0.23% | 209 | +753 | 2.23% | Q1 2026 | May 06, 2026 |
| Horizon Investments, LLC | History | Added to | 34,548 | 2,765 | 0.03% | 0.02% | 210 | +18,385 | 113.75% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | Reduced | 34,478 | 2,759 | 0.06% | 0.33% | 211 | -322,775 | -90.35% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 34,334 | 2,748 | 0.01% | 0.02% | 212 | +5,079 | 17.36% | Q1 2026 | May 15, 2026 |
| Retirement Management Systems Inc. | History | New | 34,205 | 2,738 | 0.66% | — | 213 | +34,205 | New | Q1 2026 | Apr 14, 2026 |
| MGB Wealth Management, LLC | History | No change | 25,622 | 2,709 | 0.77% | 0.77% | 214 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hudock, Inc. | History | New | 33,546 | 2,685 | 0.4% | — | 215 | +33,546 | New | Q1 2026 | May 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 33,345 | 2,669 | 0.14% | — | 216 | +33,345 | New | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 32,751 | 2,621 | 0.01% | — | 217 | +32,751 | New | Q1 2026 | May 15, 2026 |
| Rockingstone Advisors LLC | History | Added to | 32,143 | 2,573 | 1.18% | 1.44% | 218 | +2,195 | 7.33% | Q1 2026 | Apr 09, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 32,094 | 2,569 | 0.04% | 0.01% | 219 | +25,816 | 411.21% | Q1 2026 | Apr 22, 2026 |
| Paragon Advisors, LLC | History | Added to | 31,784 | 2,544 | 0.69% | 0.7% | 220 | +7,346 | 30.06% | Q1 2026 | May 04, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | New | 31,419 | 2,515 | 0.61% | — | 221 | +31,419 | New | Q1 2026 | Apr 10, 2026 |
| Financial Enhancement Group LLC | History | New | 29,507 | 2,510 | 0.31% | — | 222 | +29,507 | New | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 31,217 | 2,498 | 0.02% | 0.01% | 223 | +18,014 | 136.44% | Q1 2026 | May 01, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 30,793 | 2,463 | 0.54% | 0.43% | 224 | +11,451 | 59.2% | Q1 2026 | Apr 27, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 30,777 | 2,446 | 1.39% | 1.24% | 225 | +11,776 | 61.98% | Q1 2026 | Apr 17, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 30,505 | 2,441 | 1.41% | 1.66% | 226 | +4,172 | 15.84% | Q1 2026 | May 13, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 30,303 | 2,425 | 0.19% | — | 227 | +30,303 | New | Q1 2026 | Apr 29, 2026 |
| Galaxy Group Investments LLC | History | No change | 22,500 | 2,378 | 0.28% | 0.28% | 228 | 0 | 0.0% | Q4 2025 | Mar 23, 2026 |
| NORTHERN TRUST CORP | History | Added to | 29,369 | 2,350 | 0.0% | 0.0% | 229 | +19,608 | 200.88% | Q1 2026 | May 14, 2026 |
| Future Financial Wealth Managment LLC | History | New | 27,763 | 2,303 | 1.48% | — | 230 | +27,763 | New | Q1 2026 | Apr 16, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 28,175 | 2,255 | 0.04% | 0.06% | 231 | +1 | 0.0% | Q1 2026 | Apr 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 28,165 | 2,254 | 0.03% | 0.03% | 232 | +5,621 | 24.93% | Q1 2026 | Apr 20, 2026 |
| HERBST GROUP, LLC | History | New | 27,953 | 2,237 | 1.38% | — | 233 | +27,953 | New | Q1 2026 | Apr 09, 2026 |
| Alexis Investment Partners, LLC | History | New | 28,650 | 2,223 | 1.53% | — | 234 | +28,650 | New | Q1 2026 | Apr 24, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | New | 27,647 | 2,213 | 0.44% | — | 236 | +27,647 | New | Q1 2026 | Apr 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 27,654 | 2,213 | 0.08% | 0.12% | 235 | -2,317 | -7.73% | Q1 2026 | Apr 20, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 27,525 | 2,203 | 1.36% | 1.76% | 237 | -503 | -1.79% | Q1 2026 | May 12, 2026 |
| Ebert Capital Management Inc. | History | Reduced | 27,392 | 2,192 | 2.24% | 2.93% | 238 | -6,117 | -18.25% | Q1 2026 | Apr 10, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 26,409 | 2,112 | 0.58% | 0.77% | 239 | -2,935 | -10.0% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 25,334 | 2,027 | 0.02% | 0.01% | 240 | +20,770 | 455.08% | Q1 2026 | Apr 28, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | New | 25,157 | 2,013 | 0.88% | — | 241 | +25,157 | New | Q1 2026 | Apr 27, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 25,116 | 2,010 | 0.08% | 0.1% | 242 | +351 | 1.42% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | New | 25,012 | 2,002 | 0.0% | — | 243 | +25,012 | New | Q1 2026 | May 12, 2026 |
| Archon Capital Management LLC | History | New | 25,000 | 2,001 | 1.13% | — | 244 | +25,000 | New | Q1 2026 | May 14, 2026 |
| Banque Cantonale Vaudoise | History | New | 25,000 | 2,001 | 0.08% | — | 245 | +25,000 | New | Q1 2026 | Apr 20, 2026 |
| SYNTAX RESEARCH, INC. | History | New | 24,945 | 1,996 | 1.27% | — | 247 | +24,945 | New | Q1 2026 | Apr 24, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 24,943 | 1,996 | 0.12% | 0.19% | 246 | -4,887 | -16.38% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 25,016 | 1,995 | 0.02% | 0.02% | 248 | +8,101 | 47.89% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 24,885 | 1,992 | 0.03% | 0.03% | 249 | +4,700 | 23.28% | Q1 2026 | May 15, 2026 |
| Fluent Financial, LLC | History | New | 25,260 | 1,987 | 0.73% | — | 250 | +25,260 | New | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,814 | 1,986 | 0.0% | 0.0% | 251 | +5,989 | 31.81% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 24,561 | 1,966 | 0.07% | 0.02% | 252 | +18,771 | 324.2% | Q1 2026 | Apr 22, 2026 |
| Encore Global Management, LP | History | New | 24,300 | 1,945 | 1.36% | — | 253 | +24,300 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 24,270 | 1,942 | 0.02% | 0.07% | 254 | -35,727 | -59.55% | Q1 2026 | May 05, 2026 |
| CURIO WEALTH, LLC | History | Reduced | 24,242 | 1,940 | 0.66% | 0.94% | 255 | -249 | -1.02% | Q1 2026 | May 11, 2026 |
| Independent Advisor Alliance | History | New | 23,591 | 1,888 | 0.02% | — | 256 | +23,591 | New | Q1 2026 | May 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 23,524 | 1,883 | 0.02% | 0.02% | 257 | +10,854 | 85.67% | Q1 2026 | May 08, 2026 |
| Cane Capital Partners, LLC | History | New | 23,481 | 1,879 | 0.82% | — | 258 | +23,481 | New | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 17,731 | 1,874 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Keystone Wealth Services, LLC | History | New | 23,280 | 1,863 | 0.4% | — | 260 | +23,280 | New | Q1 2026 | May 13, 2026 |
| Stone Summit Wealth LLC | History | Reduced | 23,150 | 1,853 | 0.52% | 0.72% | 261 | -2,052 | -8.14% | Q1 2026 | Apr 22, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 22,600 | 1,809 | 0.0% | — | 262 | +22,600 | New | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 22,630 | 1,804 | 0.01% | 0.02% | 263 | -5,882 | -20.63% | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Added to | 22,183 | 1,775 | 0.03% | 0.03% | 264 | +4,299 | 24.04% | Q1 2026 | May 15, 2026 |
| Clarius Group, LLC | History | No change | 16,733 | 1,768 | 0.1% | 0.1% | 265 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,286 | 1,703 | 0.01% | 0.01% | 266 | +8,269 | 63.52% | Q1 2026 | May 08, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 21,254 | 1,701 | 1.26% | 1.71% | 267 | -3,351 | -13.62% | Q1 2026 | Apr 16, 2026 |
| Alternative Investment Advisors, LLC. | History | New | 21,163 | 1,694 | 0.74% | — | 268 | +21,163 | New | Q1 2026 | May 15, 2026 |
| Guardian Asset Advisors, LLC | History | Reduced | 20,746 | 1,660 | 0.97% | 1.22% | 269 | -1,490 | -6.7% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 20,727 | 1,659 | 0.0% | 0.0% | 270 | +4,337 | 26.46% | Q1 2026 | May 14, 2026 |
| Joule Financial, LLC | History | New | 20,368 | 1,630 | 0.47% | — | 271 | +20,368 | New | Q1 2026 | Apr 14, 2026 |
| Argyle Capital Partners, LLC | History | New | 20,240 | 1,620 | 1.17% | — | 272 | +20,240 | New | Q1 2026 | May 07, 2026 |
| Hunting Hill Global Capital, LLC | History | New | 20,000 | 1,601 | 1.24% | — | 273 | +20,000 | New | Q1 2026 | May 15, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 19,199 | 1,536 | 0.06% | 0.05% | 274 | +6,030 | 45.79% | Q1 2026 | May 12, 2026 |
| Blue Fin Capital, Inc. | History | No change | 14,424 | 1,524 | 0.24% | 0.24% | 275 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Colonial Trust Advisors | History | Added to | 18,999 | 1,520 | 0.12% | 0.03% | 276 | +15,324 | 416.98% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 18,965 | 1,518 | 0.04% | 0.06% | 277 | -2,826 | -12.97% | Q1 2026 | May 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 19,730 | 1,512 | 0.09% | 0.12% | 278 | +1,044 | 5.59% | Q1 2026 | Apr 17, 2026 |
| Haverford Trust Co | History | Added to | 18,775 | 1,502 | 0.01% | 0.0% | 279 | +13,900 | 285.13% | Q1 2026 | May 11, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Reduced | 18,739 | 1,500 | 0.42% | 0.6% | 280 | -1,080 | -5.45% | Q1 2026 | May 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 18,475 | 1,479 | 0.04% | 0.02% | 281 | +13,500 | 271.36% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 18,146 | 1,452 | 0.0% | 0.0% | 282 | +8,466 | 87.46% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 18,045 | 1,444 | 0.0% | 0.0% | 283 | -2,393 | -11.71% | Q1 2026 | May 08, 2026 |
| Brookstone Capital Management | History | Added to | 18,019 | 1,442 | 0.02% | 0.01% | 284 | +11,080 | 159.68% | Q1 2026 | Apr 16, 2026 |
| INTERCAPITAL, LLC | History | New | 18,000 | 1,440 | 0.48% | — | 285 | +18,000 | New | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 18,270 | 1,374 | 0.01% | 0.05% | 286 | -36,425 | -66.6% | Q1 2026 | May 05, 2026 |
| Signature Equity Partners, LLC | History | Added to | 16,974 | 1,358 | 0.73% | 0.92% | 287 | +1,206 | 7.65% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 16,920 | 1,354 | 0.0% | 0.0% | 288 | +5,836 | 52.65% | Q1 2026 | May 05, 2026 |
| Modern Wealth Management, LLC | History | Added to | 16,906 | 1,348 | 0.02% | 0.03% | 290 | +2,710 | 19.09% | Q1 2026 | May 14, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 16,851 | 1,348 | 0.03% | 0.04% | 289 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WESBANCO BANK INC | History | Added to | 16,808 | 1,345 | 0.04% | 0.04% | 291 | +2,980 | 21.55% | Q1 2026 | Apr 21, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | New | 16,671 | 1,334 | 0.24% | — | 292 | +16,671 | New | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 16,660 | 1,333 | 0.03% | 0.02% | 293 | +10,630 | 176.29% | Q1 2026 | May 15, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 16,622 | 1,325 | 0.18% | 0.24% | 294 | +640 | 4.0% | Q1 2026 | Apr 13, 2026 |
| GWN SECURITIES INC. | History | New | 16,491 | 1,320 | 0.25% | — | 296 | +16,491 | New | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 16,501 | 1,320 | 0.01% | 0.01% | 295 | +2,742 | 19.93% | Q1 2026 | Apr 27, 2026 |
| Empirical Asset Management, LLC | History | Added to | 16,206 | 1,297 | 0.34% | 0.48% | 297 | +100 | 0.62% | Q1 2026 | May 11, 2026 |
| Intellectus Partners, LLC | History | Added to | 16,129 | 1,291 | 0.26% | 0.19% | 298 | +6,725 | 71.51% | Q1 2026 | Apr 10, 2026 |
| WP Advisors, LLC | History | New | 16,055 | 1,285 | 0.33% | — | 299 | +16,055 | New | Q1 2026 | May 04, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 16,023 | 1,282 | 0.17% | 0.3% | 300 | -4,613 | -22.35% | Q1 2026 | Apr 15, 2026 |