iSHARES TRUST - IHAK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,646,229 | 71,857 | 0.01% | 0.01% | 1 | -165,266 | -9.12% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 808,440 | 35,288 | 0.0% | 0.0% | 2 | +414,319 | 105.12% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 336,596 | 14,692 | 0.0% | 0.0% | 3 | +6,012 | 1.82% | Q1 2026 | May 06, 2026 |
| Wharton Business Group, LLC | History | Added to | 317,825 | 13,873 | 0.52% | 0.56% | 4 | +11,440 | 3.73% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Reduced | 288,293 | 12,583 | 0.0% | 0.0% | 5 | -11,395 | -3.8% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 141,754 | 6,187 | 0.0% | 0.0% | 6 | +5,511 | 4.04% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 136,358 | 5,952 | 0.0% | 0.0% | 7 | +119,287 | 698.77% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 129,465 | 5,651 | 0.02% | 0.03% | 8 | -36,532 | -22.01% | Q1 2026 | May 13, 2026 |
| Nelson Capital Management, LLC | History | Reduced | 93,899 | 4,098 | 0.5% | 0.53% | 9 | -367 | -0.39% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 84,719 | 3,608 | 0.0% | 0.0% | 10 | +584 | 0.69% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 69,658 | 3,040 | 0.0% | — | 11 | +69,658 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 56,931 | 2,485 | 0.0% | 0.0% | 12 | +4,857 | 9.33% | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 52,648 | 2,298 | 0.13% | 0.15% | 13 | -733 | -1.37% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 50,530 | 2,205 | 0.0% | 0.0% | 14 | +10,811 | 27.22% | Q1 2026 | May 15, 2026 |
| CROSSPOINT FINANCIAL, LLC | History | Reduced | 50,359 | 2,198 | 5.52% | 5.75% | 15 | -424 | -0.83% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 49,552 | 2,163 | 0.0% | 0.01% | 16 | -63,051 | -55.99% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | New | 47,739 | 2,084 | 0.01% | — | 17 | +47,739 | New | Q1 2026 | Apr 22, 2026 |
| NorthRock Partners, LLC | History | Reduced | 47,260 | 2,062 | 0.03% | 0.04% | 18 | -33 | -0.07% | Q1 2026 | May 15, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Added to | 44,178 | 1,928 | 0.7% | 0.74% | 19 | +646 | 1.48% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 44,119 | 1,925 | 0.0% | 0.0% | 20 | -10,564 | -19.32% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 43,352 | 1,892 | 0.0% | 0.0% | 21 | -12,183 | -21.94% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 41,769 | 1,823 | 0.0% | 0.0% | 22 | -998 | -2.33% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 39,364 | 1,718 | 0.06% | — | 23 | +39,364 | New | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 38,566 | 1,683 | 0.01% | 0.01% | 24 | +1,905 | 5.2% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Added to | 36,759 | 1,604 | 0.01% | 0.01% | 25 | +8,638 | 30.72% | Q1 2026 | May 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 31,392 | 1,557 | 0.82% | 0.74% | 26 | -750 | -2.33% | Q1 2026 | May 11, 2026 |
| RAINIER FAMILY WEALTH INC | History | Added to | 33,222 | 1,450 | 0.97% | 0.98% | 27 | +6,062 | 22.32% | Q1 2026 | Apr 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 31,291 | 1,365 | 0.01% | 0.0% | 28 | +26,362 | 534.83% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 29,315 | 1,279 | 0.0% | 0.0% | 29 | -27,390 | -48.3% | Q1 2026 | May 14, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 28,336 | 1,236 | 0.12% | 0.15% | 30 | -5,954 | -17.36% | Q1 2026 | May 06, 2026 |
| Csenge Advisory Group | History | Reduced | 28,257 | 1,233 | 0.06% | 0.06% | 31 | -1,019 | -3.48% | Q1 2026 | Apr 30, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Reduced | 26,072 | 1,138 | 0.7% | 0.78% | 32 | -1,505 | -5.46% | Q1 2026 | May 13, 2026 |
| Kassira Wealth Management LLC | History | Reduced | 25,954 | 1,132 | 1.04% | 1.59% | 33 | -8,872 | -25.48% | Q1 2026 | Apr 30, 2026 |
| Stenham Asset Management Ltd | History | Added to | 23,559 | 1,028 | 0.5% | 0.49% | 34 | +3,181 | 15.61% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 22,326 | 974 | 0.0% | 0.0% | 35 | -72,919 | -76.56% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,920 | 957 | 0.0% | 0.0% | 36 | -1,090 | -4.74% | Q1 2026 | Apr 30, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 21,709 | 947 | 1.42% | 1.58% | 37 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 21,208 | 926 | 0.03% | 0.02% | 38 | +6,469 | 43.89% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 20,133 | 878 | 0.0% | 0.0% | 39 | -68,815 | -77.37% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 19,571 | 854 | 0.0% | 0.0% | 40 | +4,256 | 27.79% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 19,575 | 854 | 0.02% | 0.02% | 41 | -2,901 | -12.91% | Q1 2026 | Apr 14, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Reduced | 18,910 | 825 | 0.01% | 0.01% | 43 | -3,180 | -14.4% | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Reduced | 17,864 | 825 | 0.03% | 0.03% | 42 | -1,856 | -9.41% | Q1 2026 | Apr 17, 2026 |
| Intrua Financial, LLC | History | Reduced | 18,405 | 803 | 0.08% | 0.1% | 44 | -2,114 | -10.3% | Q1 2026 | Apr 23, 2026 |
| DARA CAPITAL US, INC. | History | No change | 17,115 | 747 | 0.71% | 0.73% | 45 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 16,639 | 726 | 0.05% | 0.05% | 46 | +3,069 | 22.62% | Q1 2026 | Apr 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 16,005 | 698 | 0.05% | 0.06% | 47 | -700 | -4.19% | Q1 2026 | Apr 20, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 14,476 | 695 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 15,129 | 660 | 0.11% | 0.13% | 49 | +180 | 1.2% | Q1 2026 | May 12, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 15,000 | 654 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 14,828 | 647 | 0.0% | 0.01% | 51 | -14,981 | -50.26% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 14,814 | 646 | 0.0% | 0.0% | 52 | -306 | -2.02% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 13,993 | 610 | 0.0% | 0.0% | 53 | -1,452 | -9.4% | Q1 2026 | Apr 27, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 13,713 | 598 | 0.29% | 0.22% | 54 | +4,096 | 42.59% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Reduced | 13,571 | 592 | 0.02% | 0.06% | 55 | -22,809 | -62.7% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Reduced | 13,529 | 590 | 0.0% | 0.0% | 56 | -12,937 | -48.88% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 13,309 | 580 | 0.0% | 0.0% | 57 | -1,283 | -8.79% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Reduced | 13,173 | 574 | 0.0% | 0.0% | 58 | -60,436 | -82.1% | Q1 2026 | May 05, 2026 |
| Visionary Wealth Advisors | History | Added to | 12,663 | 552 | 0.02% | 0.03% | 59 | +39 | 0.31% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,048 | 531 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 11,792 | 514 | 0.12% | 1.07% | 61 | -89,287 | -88.33% | Q1 2026 | Apr 10, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 11,679 | 511 | 0.03% | 0.03% | 63 | -916 | -7.27% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 11,721 | 511 | 0.0% | 0.0% | 62 | -294 | -2.45% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 11,400 | 497 | 0.02% | 0.02% | 64 | +72 | 0.64% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,327 | 494 | 0.0% | 0.0% | 65 | +725 | 6.84% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | New | 10,718 | 467 | 0.0% | — | 66 | +10,718 | New | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | No change | 10,245 | 447 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 10,168 | 443 | 0.01% | 0.01% | 68 | +4,180 | 69.81% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,956 | 434 | 0.0% | 0.0% | 69 | +6,180 | 163.67% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,074 | 396 | 0.0% | 0.0% | 70 | -41,229 | -81.96% | Q1 2026 | May 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 9,006 | 393 | 0.03% | 0.03% | 71 | -342 | -3.66% | Q1 2026 | Apr 29, 2026 |
| IEQ CAPITAL, LLC | History | No change | 8,967 | 391 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 8,953 | 390 | 0.03% | 0.03% | 73 | +648 | 7.8% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 8,443 | 368 | 0.0% | 0.0% | 74 | -219 | -2.53% | Q1 2026 | May 04, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 8,012 | 349 | 0.02% | 0.03% | 75 | -994 | -11.04% | Q1 2026 | Apr 09, 2026 |
| City State Bank | History | No change | 7,849 | 342 | 0.09% | 0.1% | 76 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 7,724 | 337 | 0.04% | 0.0% | 77 | +7,700 | 32083.33% | Q1 2026 | Apr 16, 2026 |
| POM Investment Strategies, LLC | History | Added to | 7,389 | 322 | 0.4% | 0.01% | 78 | +7,168 | 3243.44% | Q1 2026 | May 11, 2026 |
| Trexquant Investment LP | History | New | 6,730 | 293 | 0.0% | — | 79 | +6,730 | New | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 6,328 | 276 | 0.02% | — | 81 | +6,328 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 6,324 | 276 | 0.01% | 0.01% | 80 | +913 | 16.87% | Q1 2026 | May 19, 2026 |
| Portland Financial Advisors Inc | History | No change | 6,105 | 266 | 0.55% | 0.62% | 82 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Purus Wealth Management, LLC | History | Reduced | 6,021 | 262 | 0.08% | 0.09% | 84 | -314 | -4.96% | Q1 2026 | Apr 15, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 6,015 | 262 | 0.1% | 0.11% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 10Elms LLP | History | Added to | 5,976 | 260 | 0.16% | 0.14% | 85 | +2,776 | 86.75% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,732 | 253 | 0.0% | 0.0% | 86 | -2,155 | -27.32% | Q1 2026 | Apr 07, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 5,570 | 243 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | No change | 5,539 | 241 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,419 | 236 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 5,340 | 233 | 0.0% | — | 90 | +5,340 | New | Q1 2026 | May 15, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 5,255 | 229 | 0.08% | 0.08% | 91 | +604 | 12.99% | Q1 2026 | Apr 08, 2026 |
| PFG Investments, LLC | History | Added to | 4,860 | 212 | 0.01% | 0.01% | 93 | +689 | 16.52% | Q1 2026 | Apr 27, 2026 |
| Sowell Financial Services LLC | History | Added to | 4,859 | 212 | 0.01% | 0.01% | 92 | +126 | 2.66% | Q1 2026 | Apr 20, 2026 |
| J. Mark Nickell & Co. | History | Added to | 4,822 | 210 | 0.22% | 0.21% | 94 | +47 | 0.98% | Q1 2026 | May 15, 2026 |
| Bulwark Capital Corp | History | Reduced | 4,085 | 178 | 0.11% | 0.33% | 95 | -5,585 | -57.76% | Q1 2026 | Apr 07, 2026 |
| LRI Investments, LLC | History | No change | 3,900 | 170 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,608 | 157 | 0.0% | 0.0% | 97 | +1,882 | 109.04% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,478 | 151 | 0.0% | 0.0% | 98 | +40 | 1.16% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 3,441 | 150 | 0.0% | 0.0% | 99 | -656 | -16.01% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,300 | 100 | 0.0% | 0.02% | 100 | -6,317 | -73.31% | Q1 2026 | May 18, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,298 | 100 | 0.01% | 0.01% | 101 | -345 | -13.05% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 2,141 | 93 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | Reduced | 2,029 | 88 | 0.02% | 0.02% | 103 | -276 | -11.97% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 1,978 | 86 | 0.0% | 0.0% | 105 | +41 | 2.12% | Q1 2026 | Apr 13, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,981 | 86 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,784 | 77 | 0.0% | 0.0% | 106 | +647 | 56.9% | Q1 2026 | May 06, 2026 |
| AlphaCore Capital LLC | History | No change | 1,775 | 77 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 1,745 | 75 | 0.0% | 0.01% | 108 | -500 | -22.27% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | New | 1,563 | 68 | 0.0% | — | 109 | +1,563 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,511 | 65 | 0.0% | — | 111 | +1,511 | New | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | New | 1,490 | 65 | 0.0% | — | 110 | +1,490 | New | Q1 2026 | May 06, 2026 |
| Activest Wealth Management | History | No change | 1,307 | 57 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 1,233 | 53 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,099 | 48 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,051 | 45 | 0.0% | 0.0% | 115 | -883 | -45.66% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | New | 1,000 | 43 | 0.0% | — | 117 | +1,000 | New | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | No change | 1,000 | 43 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Raleigh Capital Management Inc. | History | No change | 873 | 38 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Forum Finance Group S.A. | History | New | 780 | 28 | 0.02% | — | 119 | +780 | New | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 619 | 27 | 0.0% | 0.0% | 120 | -336 | -35.18% | Q1 2026 | May 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 640 | 27 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Key Capital Management, INC | History | Added to | 610 | 26 | 0.02% | 0.03% | 122 | +36 | 6.27% | Q1 2026 | May 07, 2026 |
| Coston, McIsaac & Partners | History | No change | 539 | 23 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Smithfield Trust Co | History | No change | 485 | 21 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 461 | 20 | 0.0% | 0.0% | 125 | -210 | -31.3% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 431 | 18 | 0.01% | — | 126 | +431 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 431 | 18 | 0.01% | — | 127 | +431 | New | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 372 | 16 | 0.0% | 0.0% | 129 | -70 | -15.84% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 389 | 16 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 342 | 14 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 303 | 13 | 0.0% | 0.0% | 131 | -552 | -64.56% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 309 | 13 | 0.0% | 0.0% | 132 | -288 | -48.24% | Q1 2026 | Apr 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 285 | 12 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BFSG, LLC | History | No change | 237 | 10 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Monetary Solutions, Ltd | History | No change | 250 | 10 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 217 | 9 | 0.0% | 0.0% | 137 | -666 | -75.42% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bank of New Hampshire | History | No change | 200 | 8 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 171 | 7 | 0.0% | — | 141 | +171 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 156 | 7 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 158 | 6 | 0.0% | — | 146 | +158 | New | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | New | 152 | 6 | 0.0% | — | 145 | +152 | New | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 150 | 6 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 152 | 6 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Networth Advisors, LLC | History | No change | 153 | 6 | 0.0% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 131 | 5 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 115 | 5 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 125 | 5 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 112 | 4 | 0.0% | — | 155 | +112 | New | Q1 2026 | May 15, 2026 |
| Gould Capital, LLC | History | Reduced | 104 | 4 | 0.0% | 0.0% | 152 | -25 | -19.38% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 93 | 4 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Centerpoint Advisors, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 109 | 4 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS | History | Reduced | 78 | 3 | 0.0% | 0.02% | 156 | -11,278 | -99.31% | Q1 2026 | May 12, 2026 |
| Graney & King, LLC | History | New | 88 | 3 | 0.0% | — | 161 | +88 | New | Q1 2026 | May 18, 2026 |
| SIGNATUREFD, LLC | History | New | 85 | 3 | 0.0% | — | 159 | +85 | New | Q1 2026 | Apr 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 84 | 3 | 0.0% | — | 160 | +84 | New | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | No change | 77 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 74 | 3 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 47 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Oakworth Capital, Inc. | History | No change | 35 | 1 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Closed out | 0 | 0 | — | 1.83% | — | -117,569 | -100.0% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.02% | — | -29,048 | -100.0% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.11% | — | -28,958 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,214 | -100.0% | Q1 2026 | May 15, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -22,049 | -100.0% | Q1 2026 | Apr 17, 2026 |
| WCG Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,462 | -100.0% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,146 | -100.0% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,906 | -100.0% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,666 | -100.0% | Q1 2026 | May 13, 2026 |
| Mascagni Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -4,813 | -100.0% | Q1 2026 | May 19, 2026 |
| PECAUT & CO. | History | Closed out | 0 | 0 | — | 0.07% | — | -4,581 | -100.0% | Q1 2026 | May 11, 2026 |
| RATIONAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,563 | -100.0% | Q1 2026 | May 07, 2026 |
| Forum Private Client Group LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,505 | -100.0% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,328 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Flagship Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,307 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Opus Financial Solutions LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -4,218 | -100.0% | Q1 2026 | May 08, 2026 |
| Roxbury Financial LLC | History | Reduced | 2 | 0 | — | 0.08% | — | -1,894 | -99.89% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,458 | -100.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -1,424 | -99.93% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,220 | -100.0% | Q1 2026 | Apr 23, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 14, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -368 | -100.0% | Q1 2026 | May 01, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -242 | -100.0% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q1 2026 | May 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glassman Wealth Services | History | No change | 22 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |