iSHARES TRUST - IHI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 3,228,296 | 172,229 | 0.01% | 0.01% | 1 | -211,727 | -6.15% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,952,872 | 104,185 | 0.04% | 0.01% | 2 | +1,749,840 | 861.85% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,777,796 | 94,845 | 0.01% | 0.0% | 3 | +1,547,315 | 671.34% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,344,915 | 71,751 | 0.01% | 0.01% | 4 | -388,172 | -22.4% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,289,684 | 68,804 | 0.02% | 0.03% | 5 | -226,963 | -14.96% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,169,495 | 62,392 | 0.01% | 0.01% | 6 | +178,562 | 18.02% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,117,000 | 59,591 | 0.05% | 0.01% | 7 | +949,800 | 568.06% | Q1 2026 | May 15, 2026 |
| LM Advisors LLC | History | Reduced | 3,091 | 58,015 | 0.92% | 1.07% | 8 | -616 | -16.62% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 946,706 | 50,506 | 0.01% | 0.01% | 9 | -75,836 | -7.42% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 901,608 | 48,100 | 0.01% | 0.01% | 10 | +247,278 | 37.79% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 729,683 | 38,929 | 0.01% | 0.01% | 11 | -32,722 | -4.29% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 654,651 | 34,925 | 0.01% | 0.01% | 12 | +23,099 | 3.66% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 437,370 | 23,333 | 0.36% | 0.43% | 13 | +18,748 | 4.48% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 329,602 | 17,597 | 0.0% | 0.0% | 14 | +1,009 | 0.31% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 329,189 | 17,562 | 0.01% | 0.0% | 15 | +292,088 | 787.28% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 314,604 | 16,784 | 0.21% | 0.23% | 16 | +28,820 | 10.08% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 313,680 | 16,734 | 0.02% | 0.03% | 17 | +1,572 | 0.5% | Q1 2026 | Apr 27, 2026 |
| Wharton Business Group, LLC | History | Reduced | 292,975 | 15,630 | 0.59% | 0.71% | 18 | -6,555 | -2.19% | Q1 2026 | May 07, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 286,729 | 15,296 | 0.21% | 0.23% | 19 | +34,250 | 13.57% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 275,231 | 14,683 | 0.02% | 0.01% | 20 | +164,626 | 148.84% | Q1 2026 | May 15, 2026 |
| Hamilton Wealth, LLC | History | Added to | 263,760 | 14,071 | 1.0% | 0.97% | 21 | +182,020 | 222.68% | Q1 2026 | May 18, 2026 |
| Cetera Investment Advisers | History | Reduced | 249,409 | 13,305 | 0.01% | 0.02% | 22 | -75,742 | -23.29% | Q1 2026 | May 13, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 226,743 | 12,096 | 0.27% | 0.31% | 23 | +11,547 | 5.37% | Q1 2026 | May 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 211,861 | 11,514 | 1.61% | 1.82% | 24 | +9,117 | 4.5% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 196,921 | 10,507 | 0.01% | 0.01% | 25 | +7,502 | 3.96% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 188,900 | 10,045 | 0.0% | 0.01% | 26 | +1,647 | 0.88% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 188,193 | 10,019 | 0.02% | 0.03% | 27 | -104,538 | -35.71% | Q1 2026 | Apr 08, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Added to | 182,281 | 9,724 | 2.97% | 2.91% | 28 | +37,133 | 25.58% | Q1 2026 | May 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 174,783 | 9,324 | 0.3% | 0.38% | 29 | +1,510 | 0.87% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 141,094 | 8,768 | 0.06% | 0.06% | 30 | +276 | 0.2% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 157,351 | 8,397 | 0.01% | 0.02% | 31 | -47,593 | -23.22% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 147,719 | 7,880 | 0.0% | 0.01% | 32 | -104,810 | -41.5% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 143,710 | 7,559 | 0.0% | 0.0% | 33 | +25,866 | 21.95% | Q1 2026 | May 13, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Reduced | 141,001 | 7,522 | 5.99% | 6.99% | 34 | -1,348 | -0.95% | Q1 2026 | Apr 16, 2026 |
| Certified Advisory Corp | History | Reduced | 131,669 | 7,024 | 0.63% | 0.78% | 35 | -5,214 | -3.81% | Q1 2026 | Apr 17, 2026 |
| CUMBERLAND ADVISORS INC | History | Reduced | 130,230 | 6,947 | 2.72% | 3.07% | 36 | -245 | -0.19% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 128,644 | 6,863 | 0.01% | 0.01% | 37 | -8,931 | -6.49% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 111,615 | 5,954 | 0.5% | 0.56% | 38 | +925 | 0.84% | Q1 2026 | May 01, 2026 |
| Baird Financial Group, Inc. | History | Added to | 111,264 | 5,935 | 0.01% | 0.01% | 39 | +10,232 | 10.13% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 110,088 | 5,873 | 0.02% | 0.02% | 40 | -30,099 | -21.47% | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 109,862 | 5,861 | 0.02% | 0.03% | 41 | +218 | 0.2% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 109,202 | 5,825 | 0.02% | 0.02% | 42 | -648 | -0.59% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 108,831 | 5,806 | 0.0% | 0.0% | 43 | -140,656 | -56.38% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 103,148 | 5,502 | 0.02% | 0.02% | 44 | -22,744 | -18.07% | Q1 2026 | May 04, 2026 |
| ALTFEST L J & CO INC | History | Added to | 102,280 | 5,456 | 0.58% | 0.04% | 45 | +95,950 | 1515.8% | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | Added to | 101,945 | 5,438 | 0.0% | 0.0% | 46 | +100,793 | 8749.39% | Q1 2026 | May 14, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Reduced | 101,117 | 5,394 | 1.49% | 1.71% | 47 | -6,228 | -5.8% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 99,803 | 5,324 | 0.23% | 0.27% | 48 | -1,204 | -1.19% | Q1 2026 | May 08, 2026 |
| VALICENTI ADVISORY SERVICES INC | History | Added to | 94,555 | 5,045 | 1.1% | 1.23% | 49 | +30 | 0.03% | Q1 2026 | Apr 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 90,906 | 4,849 | 0.02% | 0.03% | 50 | -5,083 | -5.3% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 89,493 | 4,774 | 0.0% | — | 51 | +89,493 | New | Q1 2026 | May 14, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 88,900 | 4,742 | 0.41% | 0.49% | 52 | -4,265 | -4.58% | Q1 2026 | Apr 24, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 87,719 | 4,680 | 0.06% | 0.07% | 53 | -3,188 | -3.51% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | No change | 83,942 | 4,478 | 0.13% | 0.14% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 83,467 | 4,452 | 0.0% | 0.02% | 55 | -161,619 | -65.94% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 77,494 | 4,134 | 0.2% | 0.22% | 56 | -139 | -0.18% | Q1 2026 | May 18, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 74,648 | 3,982 | 0.02% | 0.75% | 57 | -2,486,802 | -97.09% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 74,455 | 3,971 | 0.0% | 0.01% | 58 | -10,232 | -12.08% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 73,100 | 3,899 | 0.0% | 0.0% | 59 | -73,352 | -50.09% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 72,178 | 3,796 | 0.24% | 0.26% | 60 | -19,228 | -21.04% | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Reduced | 70,611 | 3,768 | 0.1% | 0.15% | 61 | -11,248 | -13.74% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 67,033 | 3,576 | 0.22% | 0.26% | 62 | +1,197 | 1.82% | Q1 2026 | Apr 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 66,939 | 3,571 | 0.0% | 0.0% | 63 | -320 | -0.48% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 66,746 | 3,560 | 0.0% | 0.01% | 64 | -24,599 | -26.93% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 66,566 | 3,551 | 0.05% | 0.07% | 65 | -2,276 | -3.31% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 64,057 | 3,417 | 0.25% | 0.29% | 66 | -1,368 | -2.09% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 62,310 | 3,324 | 0.0% | 0.01% | 67 | -6,457 | -9.39% | Q1 2026 | Apr 27, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 59,364 | 3,167 | 0.0% | 0.0% | 68 | -31,162 | -34.42% | Q1 2026 | May 05, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 57,676 | 3,077 | 0.18% | 0.23% | 69 | -5,710 | -9.01% | Q1 2026 | Apr 20, 2026 |
| Somerset Group LLC | History | Added to | 54,101 | 2,933 | 2.18% | 2.61% | 70 | +164 | 0.3% | Q1 2026 | May 13, 2026 |
| Anfield Capital Management, LLC | History | Added to | 54,231 | 2,893 | 0.8% | 0.97% | 71 | +4,674 | 9.43% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 53,864 | 2,873 | 0.0% | 0.01% | 72 | +3,719 | 7.42% | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 51,859 | 2,793 | 0.11% | 0.13% | 73 | +2,007 | 4.03% | Q1 2026 | Apr 24, 2026 |
| Diversified Enterprises, LLC | History | Added to | 51,134 | 2,728 | 0.15% | 0.19% | 74 | +288 | 0.57% | Q1 2026 | May 14, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 50,890 | 2,714 | 0.15% | 0.11% | 75 | +19,328 | 61.24% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 48,857 | 2,606 | 0.01% | 0.02% | 76 | +1,341 | 2.82% | Q1 2026 | May 15, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | Reduced | 48,460 | 2,585 | 0.58% | 0.65% | 77 | -510 | -1.04% | Q1 2026 | Apr 23, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 48,476 | 2,583 | 0.06% | 0.07% | 78 | -1,637 | -3.27% | Q1 2026 | May 04, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 48,284 | 2,575 | 0.2% | 0.23% | 79 | -579 | -1.18% | Q1 2026 | Apr 24, 2026 |
| FMR LLC | History | Added to | 44,651 | 2,382 | 0.0% | 0.0% | 80 | +3,670 | 8.96% | Q1 2026 | May 15, 2026 |
| Apollon Financial, LLC | History | Reduced | 43,925 | 2,343 | 0.32% | 0.45% | 81 | -5,436 | -11.01% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Reduced | 42,941 | 2,290 | 0.01% | 0.01% | 82 | -3,332 | -7.2% | Q1 2026 | Apr 24, 2026 |
| Concord Investment Counsel Inc. | History | Reduced | 42,437 | 2,263 | 0.76% | 0.86% | 83 | -412 | -0.96% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 41,170 | 2,157 | 0.0% | 0.0% | 84 | -4,196 | -9.25% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 40,325 | 2,151 | 0.0% | 0.0% | 85 | +32 | 0.08% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 40,243 | 2,146 | 0.01% | 0.01% | 86 | +3,622 | 9.89% | Q1 2026 | Apr 30, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 39,978 | 2,133 | 0.07% | — | 87 | +39,978 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 36,494 | 1,946 | 0.0% | 0.0% | 88 | -9,409 | -20.5% | Q1 2026 | May 07, 2026 |
| Destination Wealth Management | History | Added to | 35,247 | 1,880 | 0.05% | 0.05% | 89 | +1,446 | 4.28% | Q1 2026 | May 15, 2026 |
| Madden Advisory Services, Inc. | History | Reduced | 34,982 | 1,866 | 0.74% | 1.01% | 90 | -5,270 | -13.09% | Q1 2026 | May 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 34,768 | 1,854 | 0.03% | 0.03% | 91 | -10 | -0.03% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 34,651 | 1,848 | 0.0% | 0.0% | 92 | +1,481 | 4.46% | Q1 2026 | May 14, 2026 |
| TCP Asset Management, LLC | History | New | 34,295 | 1,829 | 0.24% | — | 94 | +34,295 | New | Q1 2026 | Apr 10, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 34,295 | 1,829 | 0.04% | 0.04% | 93 | -618 | -1.77% | Q1 2026 | Apr 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 33,596 | 1,792 | 0.09% | 0.14% | 95 | -17,904 | -34.77% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 33,510 | 1,787 | 0.01% | 0.01% | 96 | +11,520 | 52.39% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,226 | 1,772 | 0.0% | 0.0% | 97 | +4,861 | 17.14% | Q1 2026 | May 15, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 32,388 | 1,727 | 0.79% | 0.89% | 98 | -100 | -0.31% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 31,372 | 1,673 | 0.0% | 0.0% | 99 | -3,488 | -10.01% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 30,991 | 1,653 | 0.03% | 0.01% | 100 | +20,655 | 199.84% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 30,612 | 1,633 | 0.04% | 0.11% | 101 | -40,632 | -57.03% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 29,771 | 1,588 | 0.02% | 0.02% | 103 | -3,215 | -9.75% | Q1 2026 | Apr 28, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 29,782 | 1,588 | 0.17% | 0.19% | 102 | +504 | 1.72% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 29,675 | 1,583 | 0.02% | 0.02% | 104 | +1,009 | 3.52% | Q1 2026 | Apr 20, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 29,278 | 1,561 | 1.51% | 1.83% | 105 | -2,105 | -6.71% | Q1 2026 | Apr 08, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 29,005 | 1,547 | 0.03% | 0.02% | 106 | +7,690 | 36.08% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 28,805 | 1,536 | 0.02% | 0.02% | 107 | -570 | -1.94% | Q1 2026 | Apr 21, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 28,799 | 1,536 | 0.31% | 0.43% | 108 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Independent Advisor Alliance | History | New | 28,291 | 1,509 | 0.02% | — | 109 | +28,291 | New | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 28,047 | 1,496 | 0.04% | 0.04% | 110 | +1,337 | 5.01% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 27,952 | 1,491 | 0.03% | 0.04% | 111 | -158 | -0.56% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Added to | 27,829 | 1,484 | 0.03% | 0.03% | 112 | +314 | 1.14% | Q1 2026 | May 07, 2026 |
| Dale Q Rice Investment Management Ltd | History | Reduced | 27,324 | 1,457 | 1.1% | 1.25% | 113 | -663 | -2.37% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 27,270 | 1,454 | 0.01% | 0.01% | 114 | +172 | 0.63% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 27,133 | 1,446 | 0.45% | 0.53% | 115 | +477 | 1.79% | Q1 2026 | May 14, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 26,981 | 1,439 | 0.2% | 0.24% | 116 | -1,699 | -5.92% | Q1 2026 | Apr 20, 2026 |
| Evergreen Wealth Partners LLC | History | Reduced | 26,914 | 1,435 | 1.1% | 2.27% | 118 | -16,389 | -37.85% | Q1 2026 | May 08, 2026 |
| ORLEANS CAPITAL MANAGEMENT CORP/LA | History | Reduced | 26,900 | 1,435 | 0.97% | 1.13% | 117 | -2,260 | -7.75% | Q1 2026 | May 14, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 26,590 | 1,418 | 0.04% | 0.05% | 119 | -193 | -0.72% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 26,485 | 1,412 | 0.0% | 0.0% | 120 | +1,329 | 5.28% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 26,422 | 1,409 | 0.52% | 0.65% | 121 | -2,655 | -9.13% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 26,370 | 1,406 | 0.04% | 0.09% | 122 | -32,646 | -55.32% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 26,027 | 1,388 | 0.01% | 0.01% | 123 | -842 | -3.13% | Q1 2026 | May 14, 2026 |
| Vision Retirement, LLC | History | Reduced | 25,273 | 1,348 | 0.38% | 0.56% | 124 | -8,545 | -25.27% | Q1 2026 | May 07, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 24,804 | 1,323 | 0.05% | 0.06% | 125 | +489 | 2.01% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 24,637 | 1,314 | 0.05% | 0.05% | 126 | +2,044 | 9.05% | Q1 2026 | Apr 28, 2026 |
| PFG Investments, LLC | History | Reduced | 24,330 | 1,297 | 0.06% | 0.07% | 127 | -515 | -2.07% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 24,099 | 1,285 | 0.01% | 0.01% | 128 | -450 | -1.83% | Q1 2026 | May 05, 2026 |
| Brick & Kyle, Associates | History | No change | 20,284 | 1,261 | 0.45% | 0.45% | 129 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Titiun Yejiel | History | No change | 23,063 | 1,230 | 1.24% | 1.72% | 130 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 23,029 | 1,229 | 0.01% | 0.0% | 131 | +14,800 | 179.85% | Q1 2026 | May 05, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Added to | 22,907 | 1,222 | 0.29% | 0.34% | 132 | +175 | 0.77% | Q1 2026 | Apr 28, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 22,901 | 1,221 | 0.59% | 0.69% | 133 | -66 | -0.29% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 22,747 | 1,215 | 0.01% | 0.01% | 134 | +2,792 | 13.99% | Q1 2026 | Apr 07, 2026 |
| Darwin Wealth Management, LLC | History | New | 22,041 | 1,175 | 0.37% | — | 135 | +22,041 | New | Q1 2026 | May 01, 2026 |
| Montecito Bank & Trust | History | Reduced | 21,806 | 1,163 | 0.19% | 0.22% | 136 | -537 | -2.4% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 21,444 | 1,144 | 0.06% | 0.07% | 137 | -899 | -4.02% | Q1 2026 | Apr 23, 2026 |
| Kovack Advisors, Inc. | History | Added to | 21,310 | 1,138 | 0.06% | 0.03% | 138 | +10,294 | 93.45% | Q1 2026 | May 12, 2026 |
| Pacific Center for Financial Services | History | Added to | 21,092 | 1,125 | 0.29% | 0.32% | 139 | +2 | 0.01% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 20,935 | 1,116 | 0.02% | 0.03% | 140 | -2,747 | -11.6% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 20,852 | 1,112 | 0.06% | 0.07% | 141 | -675 | -3.14% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 20,681 | 1,103 | 0.03% | 0.03% | 142 | -340 | -1.62% | Q1 2026 | May 15, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | No change | 17,710 | 1,100 | 0.24% | 0.24% | 143 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 20,206 | 1,077 | 0.06% | 0.08% | 144 | -1,425 | -6.59% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 19,053 | 1,016 | 0.02% | 0.02% | 145 | -233 | -1.21% | Q1 2026 | Apr 27, 2026 |
| WP Advisors, LLC | History | Reduced | 18,523 | 988 | 0.26% | 0.29% | 146 | -247 | -1.32% | Q1 2026 | May 04, 2026 |
| TPG Advisors LLC | History | Reduced | 18,229 | 972 | 0.61% | 0.91% | 147 | -5,279 | -22.46% | Q1 2026 | Apr 22, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 18,138 | 967 | 0.01% | 0.01% | 148 | -10,504 | -36.67% | Q1 2026 | Apr 30, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 17,945 | 957 | 0.31% | 0.3% | 149 | -191 | -1.05% | Q1 2026 | Apr 15, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 17,900 | 954 | 0.26% | 0.31% | 150 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BIP Wealth, LLC | History | New | 17,417 | 929 | 0.04% | — | 151 | +17,417 | New | Q1 2026 | Apr 27, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Reduced | 16,911 | 919 | 0.52% | 0.7% | 152 | -1,426 | -7.78% | Q1 2026 | Apr 17, 2026 |
| MCF Advisors LLC | History | Reduced | 16,985 | 906 | 0.04% | 0.06% | 153 | -183 | -1.07% | Q1 2026 | May 11, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Added to | 16,736 | 892 | 0.2% | 0.18% | 154 | +3,038 | 22.18% | Q1 2026 | Apr 15, 2026 |
| Mathes Company, Inc. | History | No change | 16,570 | 884 | 0.32% | 0.37% | 155 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Composition Wealth, LLC | History | Reduced | 16,421 | 876 | 0.01% | 0.02% | 156 | -4,808 | -22.65% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 16,392 | 874 | 0.0% | 0.0% | 157 | -476 | -2.82% | Q1 2026 | May 14, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 16,354 | 872 | 0.35% | 0.41% | 158 | +52 | 0.32% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,070 | 857 | 0.0% | 0.0% | 159 | -3,863 | -19.38% | Q1 2026 | May 01, 2026 |
| Wisconsin Wealth Advisors, LLC | History | Added to | 16,040 | 855 | 0.84% | 0.98% | 160 | +26 | 0.16% | Q1 2026 | Apr 07, 2026 |
| V2 Financial group LLC | History | No change | 16,000 | 853 | 0.4% | 0.49% | 161 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 15,750 | 840 | 0.3% | 0.39% | 162 | -1,497 | -8.68% | Q1 2026 | Apr 29, 2026 |
| BROWN ADVISORY INC | History | No change | 15,307 | 816 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 15,045 | 802 | 0.01% | 0.01% | 164 | +4,452 | 42.03% | Q1 2026 | May 15, 2026 |
| LOM Asset Management Ltd | History | Added to | 14,940 | 797 | 0.23% | 0.27% | 165 | +200 | 1.36% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 14,898 | 794 | 0.01% | 0.01% | 166 | +449 | 3.11% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 14,864 | 792 | 0.0% | 0.0% | 167 | +6,314 | 73.85% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 14,695 | 783 | 0.01% | 0.01% | 168 | +589 | 4.18% | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | Added to | 14,354 | 771 | 0.01% | 0.01% | 169 | +1,437 | 11.12% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 14,316 | 763 | 0.02% | 0.03% | 170 | -3,688 | -20.48% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 14,256 | 760 | 0.01% | 0.02% | 171 | +41 | 0.29% | Q1 2026 | May 07, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 14,239 | 759 | 0.02% | 0.02% | 172 | +3,354 | 30.81% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 14,193 | 757 | 0.0% | 0.0% | 173 | -12,720 | -47.26% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 14,113 | 752 | 0.02% | 0.02% | 174 | +1,133 | 8.73% | Q1 2026 | May 01, 2026 |
| Bramshill Investments, LLC | History | Reduced | 14,000 | 746 | 0.06% | 0.06% | 175 | -3,500 | -20.0% | Q1 2026 | May 15, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 13,976 | 745 | 0.04% | 0.05% | 176 | -1,590 | -10.21% | Q1 2026 | Apr 09, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 13,939 | 743 | 0.01% | 0.01% | 177 | +1,256 | 9.9% | Q1 2026 | Apr 23, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 13,802 | 736 | 0.03% | 0.04% | 178 | -81 | -0.58% | Q1 2026 | Apr 30, 2026 |
| Venture Visionary Partners LLC | History | No change | 13,625 | 726 | 0.02% | 0.03% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 11,961 | 719 | 0.24% | — | 180 | +11,961 | New | Q1 2026 | May 13, 2026 |
| Vectors Research Management, LLC | History | Reduced | 13,450 | 717 | 0.21% | 0.37% | 181 | -6,316 | -31.95% | Q1 2026 | May 05, 2026 |
| BANK HAPOALIM BM | History | Reduced | 13,260 | 707 | 0.11% | 0.08% | 182 | -2,259 | -14.56% | Q1 2026 | May 04, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 13,164 | 702 | 0.04% | 0.04% | 183 | -333 | -2.47% | Q1 2026 | Apr 15, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 13,011 | 694 | 0.17% | — | 184 | +13,011 | New | Q1 2026 | Apr 20, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 13,004 | 693 | 0.03% | 0.03% | 185 | +3,035 | 30.44% | Q1 2026 | Apr 28, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 12,911 | 688 | 0.16% | 0.2% | 186 | -2,732 | -17.46% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 12,815 | 683 | 0.01% | 0.01% | 187 | -2,996 | -18.95% | Q1 2026 | Apr 20, 2026 |
| SPINNAKER TRUST | History | No change | 12,604 | 672 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NORTHERN TRUST CORP | History | New | 12,406 | 661 | 0.0% | — | 189 | +12,406 | New | Q1 2026 | May 14, 2026 |
| Guilbault Capital LLC | History | Added to | 12,207 | 651 | 0.71% | 0.81% | 191 | +487 | 4.16% | Q1 2026 | May 14, 2026 |
| Variant Private Wealth, LLC | History | Added to | 12,213 | 651 | 0.79% | 0.79% | 190 | +8 | 0.07% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 12,163 | 648 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 12,105 | 645 | 0.44% | 0.5% | 193 | -272 | -2.2% | Q1 2026 | May 04, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 11,962 | 638 | 0.39% | 0.44% | 194 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 11,897 | 634 | 0.02% | 0.03% | 195 | -2,332 | -16.39% | Q1 2026 | May 13, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 11,811 | 630 | 0.2% | 0.21% | 197 | +545 | 4.84% | Q1 2026 | May 19, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 10,141 | 630 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Added to | 11,763 | 627 | 0.17% | 0.2% | 198 | +4 | 0.03% | Q1 2026 | May 11, 2026 |
| Quantitative Investment Management, LLC | History | New | 11,612 | 619 | 0.06% | — | 200 | +11,612 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Advisory, LLC | History | No change | 11,615 | 619 | 0.06% | 0.07% | 199 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 11,519 | 614 | 0.0% | 0.01% | 201 | -1,901 | -14.17% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 11,499 | 613 | 0.01% | 0.01% | 202 | -228 | -1.94% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 11,487 | 612 | 0.02% | — | 203 | +11,487 | New | Q1 2026 | May 11, 2026 |
| Watchman Group, Inc. | History | No change | 11,380 | 607 | 0.15% | 0.17% | 204 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Carnegie Investment Counsel | History | Reduced | 11,319 | 603 | 0.01% | 0.02% | 205 | -2,272 | -16.72% | Q1 2026 | May 01, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | No change | 11,300 | 602 | 0.14% | 0.18% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | No change | 11,241 | 599 | 0.05% | 0.06% | 207 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Phraction Management LLC | History | No change | 11,091 | 591 | 0.12% | 0.18% | 208 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HB Wealth Management, LLC | History | No change | 11,064 | 590 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 11,024 | 588 | 0.23% | 0.22% | 210 | +1,995 | 22.1% | Q1 2026 | Apr 08, 2026 |
| Joseph P. Lucia & Associates, LLC | History | Reduced | 10,974 | 585 | 0.21% | 0.27% | 211 | -1,096 | -9.08% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 10,948 | 584 | 0.02% | 0.02% | 212 | +47 | 0.43% | Q1 2026 | Apr 20, 2026 |
| Resurgent Financial Advisors LLC | History | Added to | 10,931 | 583 | 0.21% | 0.29% | 213 | +1,608 | 17.25% | Q1 2026 | May 12, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 10,873 | 580 | 0.33% | 0.32% | 214 | -199 | -1.8% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | Reduced | 11,319 | 577 | 0.05% | 0.06% | 216 | -570 | -4.79% | Q1 2026 | May 01, 2026 |
| Summit Trail Advisors, LLC | History | No change | 10,821 | 577 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 9,280 | 576 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 10,716 | 571 | 0.0% | 0.0% | 218 | -769 | -6.7% | Q1 2026 | May 05, 2026 |
| Westshore Wealth, LLC | History | No change | 9,092 | 565 | 0.19% | 0.19% | 219 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 10,585 | 564 | 0.0% | 0.0% | 220 | -567 | -5.08% | Q1 2026 | May 05, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 10,435 | 556 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 10,377 | 553 | 0.0% | 0.0% | 222 | -27,918 | -72.9% | Q1 2026 | May 12, 2026 |
| Blue Chip Partners, LLC | History | New | 10,301 | 549 | 0.04% | — | 223 | +10,301 | New | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 10,234 | 546 | 0.01% | 0.02% | 224 | -255 | -2.43% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Reduced | 10,088 | 538 | 0.01% | 0.02% | 225 | -2,213 | -17.99% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 9,912 | 528 | 0.01% | 0.02% | 226 | -440 | -4.25% | Q1 2026 | May 15, 2026 |
| PW Nova Financial Services LLC | History | New | 9,788 | 522 | 0.13% | — | 227 | +9,788 | New | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 9,574 | 510 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sage Capital Management, LLC | History | Added to | 9,364 | 499 | 0.23% | 0.26% | 229 | +168 | 1.83% | Q1 2026 | Apr 15, 2026 |
| FinDec Wealth Services, Inc. | History | Reduced | 9,312 | 496 | 0.61% | 0.67% | 230 | -808 | -7.98% | Q1 2026 | May 05, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 9,290 | 495 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 9,160 | 488 | 0.04% | 0.05% | 232 | -1,216 | -11.72% | Q1 2026 | Apr 22, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 9,134 | 487 | 0.06% | 0.06% | 233 | +2,381 | 35.26% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,027 | 481 | 0.0% | 0.0% | 234 | +1,008 | 12.57% | Q1 2026 | May 15, 2026 |
| Breachway Investments LLC | History | Added to | 8,716 | 465 | 0.45% | 0.55% | 235 | +288 | 3.42% | Q1 2026 | Apr 13, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 8,568 | 456 | 0.02% | 0.03% | 236 | -1,560 | -15.4% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Reduced | 8,527 | 454 | 0.0% | 0.0% | 237 | -1,406 | -14.15% | Q1 2026 | May 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 8,511 | 454 | 0.1% | 0.11% | 238 | +7 | 0.08% | Q1 2026 | May 04, 2026 |
| One Capital Management, LLC | History | New | 8,496 | 453 | 0.01% | — | 239 | +8,496 | New | Q1 2026 | May 12, 2026 |
| FineMark National Bank & Trust | History | No change | 7,234 | 449 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 8,308 | 443 | 0.0% | 0.01% | 241 | -9,115 | -52.32% | Q1 2026 | Apr 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 8,302 | 442 | 0.03% | 0.04% | 242 | -182 | -2.15% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 8,279 | 441 | 0.0% | 0.0% | 243 | +1 | 0.01% | Q1 2026 | May 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 8,265 | 440 | 0.06% | 0.07% | 245 | +597 | 7.79% | Q1 2026 | Apr 24, 2026 |
| M&T BANK CORP | History | Added to | 8,263 | 440 | 0.0% | 0.0% | 244 | +243 | 3.03% | Q1 2026 | May 12, 2026 |
| Tranquilli Financial Advisor LLC | History | Added to | 8,217 | 438 | 0.26% | 0.28% | 247 | +404 | 5.17% | Q1 2026 | May 11, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 8,220 | 438 | 0.17% | 0.19% | 246 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Banque Cantonale Vaudoise | History | No change | 8,172 | 436 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Opes Wealth Management LLC | History | No change | 8,160 | 435 | 0.07% | 0.08% | 249 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Manchester Capital Management LLC | History | Added to | 8,110 | 432 | 0.06% | 0.06% | 250 | +610 | 8.13% | Q1 2026 | May 11, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 8,081 | 431 | 0.03% | 0.03% | 251 | +91 | 1.14% | Q1 2026 | Apr 27, 2026 |
| WealthSpring Partners, LLC | History | No change | 8,039 | 428 | 0.39% | 0.51% | 252 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | Reduced | 8,019 | 427 | 0.02% | 0.03% | 253 | -1,724 | -17.69% | Q1 2026 | May 19, 2026 |
| US BANCORP \DE\ | History | Reduced | 8,000 | 426 | 0.0% | 0.0% | 254 | -20,714 | -72.14% | Q1 2026 | May 14, 2026 |
| Caldwell Trust Co | History | Reduced | 7,942 | 423 | 0.04% | 0.04% | 255 | -162 | -2.0% | Q1 2026 | Apr 22, 2026 |
| Wedmont Private Capital | History | Reduced | 7,681 | 417 | 0.01% | 0.02% | 256 | -60 | -0.78% | Q1 2026 | Apr 09, 2026 |
| Finivi Inc. | History | Reduced | 7,737 | 412 | 0.22% | 0.34% | 257 | -1,749 | -18.44% | Q1 2026 | Apr 10, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 7,566 | 403 | 0.01% | 0.02% | 258 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 7,535 | 401 | 0.06% | 0.07% | 259 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Z3 Capital Partners, LLC | History | Reduced | 7,432 | 396 | 0.1% | 0.13% | 260 | -1,349 | -15.36% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 7,412 | 395 | 0.03% | 0.04% | 261 | -1,997 | -21.22% | Q1 2026 | Apr 14, 2026 |
| Circle Wealth Management, LLC | History | No change | 7,406 | 395 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Balance Wealth, LLC | History | Reduced | 7,401 | 394 | 0.12% | 0.16% | 263 | -740 | -9.09% | Q1 2026 | Apr 20, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 7,357 | 392 | 0.02% | 0.03% | 264 | -3,547 | -32.53% | Q1 2026 | May 05, 2026 |
| Hyposwiss Advisors SA | History | No change | 7,362 | 392 | 0.39% | 0.45% | 265 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fox Hill Wealth Management | History | Reduced | 7,303 | 389 | 0.19% | 0.22% | 267 | -206 | -2.74% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 7,309 | 389 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| COMERICA BANK | History | No change | 6,243 | 387 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,219 | 385 | 0.0% | 0.0% | 269 | -1,154 | -13.78% | Q1 2026 | May 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 7,200 | 384 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 7,154 | 381 | 0.0% | 0.0% | 271 | -4,002 | -35.87% | Q1 2026 | May 14, 2026 |
| BCV Asset Management Inc. | History | New | 7,223 | 379 | 0.01% | — | 272 | +7,223 | New | Q1 2026 | May 08, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 7,080 | 377 | 0.01% | 0.02% | 273 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| IEQ CAPITAL, LLC | History | No change | 7,063 | 376 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Reduced | 7,020 | 374 | 0.01% | 0.01% | 275 | -334 | -4.54% | Q1 2026 | May 07, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 6,946 | 370 | 0.05% | 0.07% | 276 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 6,924 | 369 | 0.0% | 0.01% | 277 | -31,812 | -82.13% | Q1 2026 | May 12, 2026 |
| Sun Group Wealth Partners | History | New | 6,818 | 363 | 0.29% | — | 279 | +6,818 | New | Q1 2026 | May 06, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 6,823 | 363 | 0.02% | 0.03% | 278 | -439 | -6.05% | Q1 2026 | May 13, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 6,765 | 360 | 0.09% | 0.1% | 280 | -61 | -0.89% | Q1 2026 | May 01, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 6,740 | 359 | 0.0% | 0.0% | 281 | -68 | -1.0% | Q1 2026 | May 12, 2026 |
| ARWA LLC | History | New | 6,625 | 356 | 0.18% | — | 282 | +6,625 | New | Q1 2026 | Apr 13, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Added to | 6,650 | 354 | 0.19% | 0.22% | 283 | +1 | 0.02% | Q1 2026 | May 12, 2026 |
| Welch Group, LLC | History | No change | 6,630 | 353 | 0.01% | 0.02% | 284 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 6,563 | 350 | 0.01% | 0.01% | 285 | -1,318 | -16.72% | Q1 2026 | Apr 21, 2026 |
| Traynor Capital Management, Inc. | History | Reduced | 6,582 | 346 | 0.02% | 0.02% | 286 | -79 | -1.19% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 6,393 | 341 | 0.01% | 0.02% | 287 | -1,515 | -19.16% | Q1 2026 | Apr 09, 2026 |
| Creekside Partners | History | No change | 6,360 | 339 | 0.14% | 0.17% | 288 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 6,299 | 336 | 0.07% | 0.08% | 289 | -66 | -1.04% | Q1 2026 | Apr 30, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 6,255 | 333 | 0.0% | 0.0% | 290 | +1,434 | 29.74% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,224 | 332 | 0.01% | 0.01% | 291 | -2,055 | -24.82% | Q1 2026 | Apr 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Added to | 6,187 | 330 | 0.23% | 0.23% | 292 | +1 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Montis Financial, LLC | History | Reduced | 6,182 | 329 | 0.07% | 0.12% | 293 | -3,956 | -39.02% | Q1 2026 | May 11, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 6,172 | 329 | 0.22% | 0.26% | 295 | -10 | -0.16% | Q1 2026 | Apr 23, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 6,466 | 329 | 0.07% | 0.09% | 294 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Added to | 6,132 | 327 | 0.01% | 0.01% | 297 | +583 | 10.51% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 6,149 | 327 | 0.0% | 0.0% | 296 | -94 | -1.51% | Q1 2026 | May 14, 2026 |
| NWAM LLC | History | Reduced | 6,122 | 326 | 0.02% | 0.02% | 298 | -595 | -8.86% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,105 | 325 | 0.0% | 0.0% | 299 | +1,375 | 29.07% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,165 | 321 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |