iSHARES TRUST - IHE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Reduced | 2,767,359 | 239,874 | 0.08% | 0.08% | 1 | -58,285 | -2.06% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 689,274 | 59,746 | 0.74% | 0.71% | 2 | +46,657 | 7.26% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 480,268 | 41,629 | 0.0% | 0.0% | 3 | +7,687 | 1.63% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 456,606 | 39,578 | 0.0% | 0.0% | 4 | +12,565 | 2.83% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 375,746 | 31,637 | 0.0% | 0.0% | 5 | +162,941 | 76.57% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 286,543 | 24,837 | 0.2% | 0.0% | 6 | +286,455 | 325517.05% | Q1 2026 | May 11, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | New | 202,612 | 17,562 | 4.35% | — | 7 | +202,612 | New | Q1 2026 | Apr 22, 2026 |
| LPL Financial LLC | History | Added to | 170,188 | 14,751 | 0.0% | 0.0% | 8 | +32,441 | 23.55% | Q1 2026 | May 06, 2026 |
| Anfield Capital Management, LLC | History | Added to | 129,577 | 11,231 | 3.09% | 3.16% | 9 | +11,612 | 9.84% | Q1 2026 | May 12, 2026 |
| Insight Wealth Strategies, LLC | History | New | 118,692 | 10,288 | 1.15% | — | 10 | +118,692 | New | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 116,293 | 10,080 | 0.0% | 0.0% | 11 | -40,680 | -25.92% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 109,471 | 9,488 | 0.01% | 0.0% | 12 | +95,353 | 675.4% | Q1 2026 | May 13, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 93,112 | 8,070 | 1.36% | 0.81% | 13 | +39,725 | 74.41% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 79,908 | 6,926 | 0.0% | 0.0% | 14 | -2,970 | -3.58% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | No change | 75,432 | 6,538 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | New | 76,344 | 6,428 | 0.98% | — | 16 | +76,344 | New | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 69,932 | 6,061 | 0.0% | 0.0% | 17 | +19,025 | 37.37% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 66,738 | 5,784 | 0.0% | 0.0% | 18 | +10,673 | 19.04% | Q1 2026 | May 14, 2026 |
| Cadent Capital Advisors, LLC | History | New | 61,616 | 5,340 | 1.38% | — | 19 | +61,616 | New | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 60,401 | 5,235 | 0.0% | 0.0% | 20 | +57,691 | 2128.82% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 57,188 | 4,957 | 0.05% | 0.0% | 21 | +54,326 | 1898.18% | Q1 2026 | Apr 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 53,289 | 4,619 | 0.0% | 0.0% | 22 | -49,727 | -48.27% | Q1 2026 | May 12, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 49,158 | 4,261 | 1.43% | 1.38% | 23 | -864 | -1.73% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 46,842 | 4,056 | 0.0% | 0.0% | 24 | +21,289 | 83.31% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 40,993 | 3,553 | 0.18% | 0.18% | 25 | +983 | 2.46% | Q1 2026 | Apr 17, 2026 |
| UBS Group AG | History | Added to | 39,680 | 3,439 | 0.0% | 0.0% | 26 | +870 | 2.24% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 37,482 | 3,249 | 0.0% | 0.01% | 27 | -5,190 | -12.16% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 36,666 | 3,178 | 0.02% | 0.02% | 28 | +10,045 | 37.73% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | No change | 31,323 | 2,715 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 31,159 | 2,701 | 0.03% | 0.03% | 30 | -304 | -0.97% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,704 | 2,314 | 0.0% | 0.0% | 31 | +189 | 0.71% | Q1 2026 | Apr 27, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 26,540 | 2,300 | 0.14% | 0.13% | 32 | -215 | -0.8% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Reduced | 24,922 | 2,160 | 0.0% | 0.0% | 33 | -445 | -1.75% | Q1 2026 | May 13, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 20,336 | 1,762 | 0.19% | 0.19% | 34 | +27 | 0.13% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 19,814 | 1,717 | 0.0% | 0.0% | 35 | +5,022 | 33.95% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 18,816 | 1,631 | 0.01% | 0.01% | 36 | -1,332 | -6.61% | Q1 2026 | May 05, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 18,493 | 1,602 | 0.57% | — | 37 | +18,493 | New | Q1 2026 | Apr 16, 2026 |
| GFS Advisors, LLC | History | New | 9,000 | 1,491 | 0.19% | — | 38 | +9,000 | New | Q1 2026 | Apr 30, 2026 |
| CX Institutional | History | Added to | 16,252 | 1,409 | 0.04% | 0.01% | 39 | +14,142 | 670.24% | Q1 2026 | Apr 06, 2026 |
| SPINNAKER TRUST | History | No change | 15,849 | 1,373 | 0.08% | 0.07% | 40 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 15,548 | 1,302 | 0.0% | 0.0% | 41 | +855 | 5.82% | Q1 2026 | May 15, 2026 |
| Massachusetts Wealth Management | History | Reduced | 14,820 | 1,284 | 0.56% | 0.6% | 42 | -410 | -2.69% | Q1 2026 | Apr 15, 2026 |
| St. Louis Financial Planners Asset Management, LLC | History | New | 13,804 | 1,196 | 0.68% | — | 43 | +13,804 | New | Q1 2026 | Apr 07, 2026 |
| One Capital Management, LLC | History | Reduced | 13,205 | 1,144 | 0.03% | 0.04% | 44 | -2,047 | -13.42% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 13,126 | 1,137 | 0.0% | 0.0% | 45 | -8,265 | -38.64% | Q1 2026 | May 15, 2026 |
| Asset Management Group, Inc. | History | Added to | 12,957 | 1,123 | 0.18% | 0.18% | 46 | +44 | 0.34% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | New | 12,856 | 1,114 | 0.03% | — | 47 | +12,856 | New | Q1 2026 | Apr 09, 2026 |
| Texas Yale Capital Corp. | History | No change | 12,225 | 1,059 | 0.03% | 0.03% | 48 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 11,244 | 974 | 0.1% | 0.1% | 49 | -29 | -0.26% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,646 | 836 | 0.0% | 0.0% | 50 | +566 | 6.23% | Q1 2026 | May 05, 2026 |
| SeaBridge Investment Advisors LLC | History | New | 9,367 | 811 | 0.14% | — | 51 | +9,367 | New | Q1 2026 | Apr 28, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 9,011 | 791 | 0.11% | 0.09% | 52 | +1,876 | 26.29% | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,020 | 781 | 0.0% | 0.0% | 53 | +407 | 4.73% | Q1 2026 | Apr 27, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 8,659 | 750 | 0.26% | — | 54 | +8,658 | 865800.0% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,613 | 746 | 0.0% | 0.0% | 55 | +146 | 1.72% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,921 | 686 | 0.0% | 0.0% | 56 | +1,316 | 19.92% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,841 | 679 | 0.0% | 0.0% | 57 | -14,632 | -65.11% | Q1 2026 | May 13, 2026 |
| WorthPointe, LLC | History | New | 7,683 | 665 | 0.18% | — | 58 | +7,683 | New | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 7,156 | 620 | 0.02% | 0.02% | 59 | -452 | -5.94% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,103 | 615 | 0.01% | 0.0% | 60 | +5,304 | 294.83% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,865 | 595 | 0.0% | 0.0% | 61 | -3,536 | -34.0% | Q1 2026 | Apr 22, 2026 |
| Lynx Investment Advisory | History | Added to | 6,867 | 595 | 0.28% | 0.24% | 62 | +1,623 | 30.95% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 6,844 | 593 | 0.0% | 0.0% | 63 | +258 | 3.92% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | No change | 6,786 | 588 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Summit Global Investments | History | New | 6,729 | 583 | 0.03% | — | 65 | +6,729 | New | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,560 | 568 | 0.0% | 0.0% | 66 | +5,393 | 462.13% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,519 | 565 | 0.0% | 0.0% | 67 | +3,654 | 127.54% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,489 | 562 | 0.0% | 0.0% | 68 | -17 | -0.26% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 6,415 | 556 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,303 | 546 | 0.0% | 0.0% | 70 | +571 | 9.96% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,246 | 543 | 0.0% | 0.0% | 71 | +1,550 | 33.01% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 6,330 | 536 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 6,117 | 530 | 0.17% | — | 73 | +6,117 | New | Q1 2026 | Apr 24, 2026 |
| Purewater Capital LLC | History | New | 6,072 | 526 | 0.5% | — | 74 | +6,072 | New | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | New | 5,894 | 510 | 0.01% | — | 75 | +5,894 | New | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,780 | 501 | 0.0% | 0.0% | 76 | +845 | 17.12% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,652 | 489 | 0.0% | 0.0% | 77 | -2,556 | -31.14% | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 5,574 | 483 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 5,525 | 478 | 0.01% | 0.01% | 79 | -77 | -1.37% | Q1 2026 | Apr 17, 2026 |
| American Institute for Advanced Investment Management, LLP | History | New | 5,351 | 463 | 0.3% | — | 80 | +5,351 | New | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,323 | 461 | 0.0% | 0.0% | 81 | +410 | 8.35% | Q1 2026 | May 14, 2026 |
| First Financial Bank - Trust Division | History | Reduced | 5,069 | 439 | 0.04% | 0.04% | 82 | -1,327 | -20.75% | Q1 2026 | Apr 01, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 4,972 | 430 | 0.01% | 0.01% | 83 | -154 | -3.0% | Q1 2026 | Apr 14, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 4,554 | 394 | 0.01% | 0.05% | 84 | -17,875 | -79.7% | Q1 2026 | Apr 21, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 4,398 | 381 | 0.02% | 0.02% | 85 | +498 | 12.77% | Q1 2026 | Apr 28, 2026 |
| MONECO ADVISORS, LLC | History | New | 4,384 | 380 | 0.03% | — | 86 | +4,384 | New | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,052 | 351 | 0.0% | 0.0% | 87 | +7 | 0.17% | Q1 2026 | May 15, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Reduced | 3,779 | 327 | 0.07% | 0.08% | 88 | -293 | -7.2% | Q1 2026 | May 21, 2026 |
| Madison Wealth Partners, Inc | History | New | 3,737 | 323 | 0.05% | — | 90 | +3,737 | New | Q1 2026 | Apr 30, 2026 |
| Financial Partners Group, Inc | History | Reduced | 3,731 | 323 | 0.04% | 0.04% | 89 | -22 | -0.59% | Q1 2026 | Apr 10, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 3,615 | 313 | 0.05% | — | 91 | +3,615 | New | Q1 2026 | Apr 16, 2026 |
| FFG Partners, LLC | History | New | 3,605 | 312 | 0.12% | — | 92 | +3,605 | New | Q1 2026 | Apr 17, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,554 | 307 | 0.0% | 0.0% | 93 | +5 | 0.14% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 3,530 | 305 | 0.0% | 0.0% | 94 | -136 | -3.71% | Q1 2026 | Apr 24, 2026 |
| Lifeworks Advisors, LLC | History | New | 3,473 | 301 | 0.04% | — | 95 | +3,473 | New | Q1 2026 | May 04, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 3,447 | 298 | 0.14% | 0.13% | 96 | +7 | 0.2% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 3,327 | 288 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Essex Bank | History | No change | 3,300 | 286 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| V2 Financial group LLC | History | No change | 3,300 | 286 | 0.13% | 0.14% | 99 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 3,290 | 285 | 0.09% | 0.17% | 100 | -2,856 | -46.47% | Q1 2026 | May 11, 2026 |
| Hudock, Inc. | History | Added to | 3,220 | 279 | 0.04% | 0.04% | 101 | +186 | 6.13% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | No change | 3,200 | 277 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 3,195 | 276 | 0.0% | — | 103 | +3,195 | New | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,140 | 272 | 0.0% | 0.0% | 104 | -410 | -11.55% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | No change | 3,090 | 267 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 3,060 | 265 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 3,046 | 264 | 0.02% | — | 107 | +3,046 | New | Q1 2026 | May 12, 2026 |
| Manchester Capital Management LLC | History | No change | 3,000 | 260 | 0.04% | 0.03% | 108 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Private Capital Management, LLC | History | Reduced | 2,945 | 255 | 0.03% | 0.03% | 109 | -480 | -14.01% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,918 | 252 | 0.0% | 0.01% | 110 | -1,290 | -30.66% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 2,847 | 246 | 0.02% | 0.01% | 111 | +342 | 13.65% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 2,877 | 244 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Y.D. More Investments Ltd | History | No change | 2,700 | 234 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Guardian Asset Advisors, LLC | History | New | 2,637 | 228 | 0.13% | — | 114 | +2,637 | New | Q1 2026 | May 14, 2026 |
| ELLERSON GROUP INC /ADV | History | No change | 2,619 | 227 | 0.15% | 0.15% | 115 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 2,606 | 225 | 0.0% | — | 116 | +2,606 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 2,542 | 220 | 0.0% | 0.0% | 117 | -887 | -25.87% | Q1 2026 | May 14, 2026 |
| Aviance Capital Partners, LLC | History | No change | 2,412 | 209 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,376 | 205 | 0.0% | 0.0% | 119 | +1 | 0.04% | Q1 2026 | May 01, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 2,310 | 200 | 0.17% | — | 120 | +2,310 | New | Q1 2026 | Apr 13, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 2,196 | 190 | 0.05% | 0.05% | 121 | -180 | -7.58% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 2,007 | 173 | 0.0% | 0.0% | 122 | -546 | -21.39% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,799 | 157 | 0.0% | 0.0% | 123 | +487 | 37.12% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | New | 1,729 | 149 | 0.01% | — | 124 | +1,729 | New | Q1 2026 | May 19, 2026 |
| Allworth Financial LP | History | Added to | 1,589 | 137 | 0.0% | 0.0% | 125 | +60 | 3.92% | Q1 2026 | May 14, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 1,480 | 128 | 0.03% | 0.04% | 126 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrity Financial Corp /WA | History | New | 1,434 | 124 | 0.06% | — | 127 | +1,434 | New | Q1 2026 | May 14, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 1,424 | 123 | 0.08% | 0.08% | 128 | +5 | 0.35% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,392 | 121 | 0.0% | 0.0% | 129 | -8 | -0.57% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,365 | 118 | 0.0% | 0.0% | 130 | -1,051 | -43.5% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,299 | 112 | 0.0% | 0.0% | 131 | +588 | 82.7% | Q1 2026 | May 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 977 | 84 | 0.0% | — | 132 | +977 | New | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 960 | 83 | 0.01% | 0.0% | 133 | +120 | 14.29% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 900 | 78 | 0.01% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 870 | 76 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 846 | 73 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 837 | 71 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 798 | 69 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 775 | 67 | 0.0% | 0.0% | 139 | +319 | 69.96% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 704 | 61 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 696 | 60 | 0.0% | 0.0% | 141 | +186 | 36.47% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Added to | 685 | 59 | 0.0% | 0.0% | 142 | +55 | 8.73% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 645 | 55 | 0.0% | 0.0% | 143 | +182 | 39.31% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | No change | 628 | 54 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | No change | 630 | 54 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 609 | 51 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Arax Advisory Partners | History | Added to | 555 | 48 | 0.0% | 0.0% | 147 | +531 | 2212.5% | Q1 2026 | May 13, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 660 | 48 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | New | 527 | 45 | 0.0% | — | 149 | +527 | New | Q1 2026 | Apr 13, 2026 |
| Piscataqua Savings Bank | History | No change | 498 | 43 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Accent Capital Management, LLC | History | No change | 500 | 43 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 480 | 41 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | No change | 465 | 40 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 450 | 39 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arlington Trust Co LLC | History | No change | 450 | 39 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 441 | 38 | 0.0% | 0.0% | 156 | +52 | 13.37% | Q1 2026 | May 08, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 401 | 37 | 0.06% | — | 157 | +401 | New | Q1 2026 | May 11, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 418 | 36 | 0.03% | 0.03% | 158 | +2 | 0.48% | Q1 2026 | Apr 22, 2026 |
| Qube Research & Technologies Ltd | History | New | 378 | 32 | 0.0% | — | 159 | +378 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 351 | 30 | 0.0% | 0.0% | 160 | +63 | 21.88% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 340 | 29 | 0.0% | 0.0% | 161 | -436 | -56.19% | Q1 2026 | May 14, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 300 | 26 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Fairscale Capital, LLC | History | No change | 303 | 26 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 291 | 25 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 266 | 23 | 0.0% | 0.0% | 165 | +1 | 0.38% | Q1 2026 | Apr 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 261 | 22 | 0.0% | 0.0% | 166 | -260 | -49.9% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 261 | 22 | 0.0% | 0.0% | 167 | +228 | 690.91% | Q1 2026 | May 13, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 211 | 18 | 0.01% | 0.01% | 169 | +1 | 0.48% | Q1 2026 | Apr 27, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 210 | 18 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Realta Investment Advisors | History | New | 204 | 17 | 0.01% | — | 171 | +204 | New | Q1 2026 | Apr 22, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 198 | 17 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 178 | 15 | 0.0% | 0.0% | 172 | -102 | -36.43% | Q1 2026 | May 15, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 177 | 15 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | No change | 162 | 14 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | No change | 168 | 14 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| High Point Wealth Management, LLC | History | Added to | 153 | 13 | 0.01% | 0.01% | 179 | +1 | 0.66% | Q1 2026 | Apr 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 150 | 13 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | No change | 150 | 13 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 150 | 13 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 135 | 11 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 109 | 9 | 0.0% | — | 182 | +109 | New | Q1 2026 | May 15, 2026 |
| EPG Wealth Management LLC | History | No change | 107 | 9 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SHP Wealth Management | History | New | 100 | 8 | 0.0% | — | 184 | +100 | New | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | No change | 96 | 8 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 84 | 7 | 0.0% | — | 192 | +84 | New | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 88 | 7 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 87 | 7 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 84 | 7 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 84 | 7 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 90 | 7 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| YANKCOM Partnership | History | No change | 81 | 7 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bravera Wealth | History | No change | 92 | 7 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 72 | 6 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 51 | 4 | 0.0% | 0.0% | 195 | +1 | 2.0% | Q1 2026 | Apr 28, 2026 |
| Ancora Advisors LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | No change | 54 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IMG Wealth Management, Inc. | History | No change | 57 | 4 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 39 | 3 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CVA Family Office, LLC | History | New | 31 | 2 | 0.0% | — | 199 | +31 | New | Q1 2026 | Apr 29, 2026 |
| Accurate Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -75,126 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Banque Cantonale Vaudoise | History | Closed out | 0 | 0 | — | 0.07% | — | -24,500 | -100.0% | Q1 2026 | Apr 20, 2026 |
| VestGen Advisors, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -23,549 | -100.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,338 | -100.0% | Q1 2026 | May 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -12,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,062 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,546 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,547 | -100.0% | Q1 2026 | May 08, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,655 | -100.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -963 | -100.0% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | Closed out | 0 | 0 | — | 0.0% | — | -447 | -100.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -433 | -100.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Nvest Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | Apr 13, 2026 |
| North Star Investment Management Corp. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |