iSHARES TRUST - IJH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 128,823,592 | 8,699,457 | 5.36% | 5.21% | 1 | +4,032,370 | 3.23% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 67,162,982 | 4,535,516 | 0.33% | 0.33% | 2 | -1,934,894 | -2.8% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 58,734,173 | 3,966,318 | 0.73% | 0.68% | 3 | +188,450 | 0.32% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 53,508,393 | 3,613,421 | 0.68% | 0.63% | 4 | +1,137,544 | 2.17% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 52,974,655 | 3,577,378 | 0.19% | 0.16% | 5 | +5,260,312 | 11.02% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 40,473,497 | 2,733,175 | 0.31% | 0.24% | 6 | +10,917,016 | 36.94% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 36,882,226 | 2,490,656 | 0.15% | 0.15% | 7 | -104,232 | -0.28% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 36,437,011 | 2,460,591 | 0.76% | 0.74% | 8 | +612,629 | 1.71% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 36,038,875 | 2,433,705 | 0.65% | 0.67% | 9 | +1,838,697 | 5.38% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 27,964,904 | 1,888,470 | 0.03% | 0.03% | 10 | +1,273,384 | 4.77% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 24,237,029 | 1,636,726 | 0.25% | 0.25% | 11 | +1,104,726 | 4.78% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 23,838,148 | 1,609,790 | 0.21% | 0.2% | 12 | +371,982 | 1.59% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 23,069,377 | 1,557,874 | 0.41% | 0.52% | 13 | -6,054,433 | -20.79% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 22,027,238 | 1,487,499 | 0.26% | 0.27% | 14 | -3,202,254 | -12.69% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,820,236 | 1,103,239 | 0.07% | 0.07% | 15 | +612,019 | 3.78% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 16,112,547 | 1,088,071 | 1.27% | 1.18% | 16 | +1,070,257 | 7.11% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,872,639 | 1,071,879 | 0.62% | 0.56% | 17 | +260,163 | 1.67% | Q1 2026 | May 08, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 15,798,650 | 1,066,882 | 7.19% | 7.21% | 18 | +128,849 | 0.82% | Q1 2026 | May 07, 2026 |
| Acorns Advisers, LLC | History | Added to | 13,833,265 | 934,160 | 6.94% | 6.76% | 19 | +181,136 | 1.33% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 10,146,012 | 685,160 | 4.45% | 4.21% | 20 | +174,731 | 1.75% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 9,954,225 | 672,208 | 0.91% | 0.82% | 21 | +686,726 | 7.41% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 9,151,043 | 617,970 | 2.26% | 2.14% | 22 | +93,832 | 1.04% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,695,131 | 587,263 | 0.14% | 0.13% | 23 | -205,594 | -2.31% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 8,565,258 | 578,411 | 8.77% | 8.62% | 24 | -2,632,676 | -23.51% | Q1 2026 | May 08, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 8,281,613 | 559,257 | 12.03% | 12.25% | 25 | +489,160 | 6.28% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 8,281,613 | 559,257 | 10.42% | 10.56% | 26 | +489,160 | 6.28% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,269,770 | 548,759 | 0.26% | 0.27% | 27 | +1,442,304 | 21.13% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,899,274 | 533,437 | 1.08% | 1.03% | 28 | -324,509 | -3.95% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 7,777,803 | 526,001 | 2.6% | 2.42% | 29 | +784,063 | 11.21% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,735,222 | 522,362 | 0.55% | 0.57% | 30 | -145,852 | -1.85% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 7,709,430 | 520,617 | 4.09% | 4.01% | 31 | +66,478 | 0.87% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,404,697 | 500,039 | 0.91% | 0.98% | 32 | +2,724,330 | 58.21% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | Added to | 7,085,087 | 478,455 | 1.9% | 1.78% | 33 | +78,483 | 1.12% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,683,607 | 451,344 | 0.17% | 0.15% | 34 | +88,401 | 1.34% | Q1 2026 | May 13, 2026 |
| Starboard Value LP | History | Added to | 5,830,656 | 393,744 | 8.61% | 6.56% | 35 | +580,000 | 11.05% | Q1 2026 | May 15, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 5,782,188 | 390,471 | 5.29% | 5.04% | 36 | -233,038 | -3.87% | Q1 2026 | May 04, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 5,705,045 | 385,262 | 4.37% | 3.43% | 37 | +1,108,262 | 24.11% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 5,668,264 | 382,792 | 0.54% | 0.49% | 38 | +565,958 | 11.09% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 5,482,046 | 370,202 | 2.09% | 2.06% | 39 | +52,840 | 0.97% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 5,389,687 | 363,965 | 9.29% | 9.17% | 40 | +17,136 | 0.32% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,076,431 | 342,811 | 0.42% | 0.39% | 41 | -12,265 | -0.24% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,920,135 | 329,237 | 0.47% | 0.4% | 42 | +334,604 | 7.3% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,857,647 | 328,036 | 0.46% | 0.45% | 43 | -313,190 | -6.06% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 4,838,549 | 326,747 | 0.22% | 0.22% | 44 | +77,986 | 1.64% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,670,654 | 315,409 | 1.74% | 1.79% | 45 | +147,357 | 3.26% | Q1 2026 | May 15, 2026 |
| Circle Wealth Management, LLC | History | Reduced | 4,587,095 | 309,766 | 4.42% | 4.69% | 46 | -27,786 | -0.6% | Q1 2026 | May 11, 2026 |
| DAVIS R M INC | History | Added to | 3,660,276 | 247,178 | 4.39% | 4.06% | 47 | +90,540 | 2.54% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,539,416 | 239,016 | 0.37% | 0.36% | 48 | +73,506 | 2.12% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,532,959 | 238,580 | 0.25% | 0.26% | 49 | -98,102 | -2.7% | Q1 2026 | May 13, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Reduced | 3,267 | 220,621 | 9.8% | 1.39% | 50 | -68,188 | -95.43% | Q1 2026 | Apr 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,139,545 | 212,013 | 0.05% | 0.05% | 51 | -32,763 | -1.03% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,119,270 | 210,615 | 0.31% | 0.28% | 52 | +258,387 | 9.03% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,114,696 | 210,335 | 0.37% | 0.34% | 53 | +226,050 | 7.83% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 3,212,980 | 209,602 | 5.01% | 4.75% | 54 | -133,028 | -3.98% | Q1 2026 | May 08, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 3,056,960 | 206,436 | 2.87% | 2.68% | 55 | +24,181 | 0.8% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,052,163 | 206,112 | 1.05% | 1.11% | 56 | -27,358 | -0.89% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,896,473 | 195,598 | 0.54% | 0.53% | 57 | -412,674 | -12.47% | Q1 2026 | May 04, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Reduced | 2,865,249 | 193,490 | 3.91% | 3.88% | 58 | -55,504 | -1.9% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 2,775,837 | 183,205 | 0.73% | 0.73% | 59 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 2,560,144 | 172,886 | 2.7% | 2.12% | 60 | +709,317 | 38.32% | Q1 2026 | May 04, 2026 |
| BLB&B Advisors, LLC | History | Added to | 2,556,602 | 172,647 | 7.13% | 6.87% | 61 | +64,939 | 2.61% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 2,520,964 | 170,241 | 0.16% | 0.15% | 62 | +41,882 | 1.69% | Q1 2026 | May 12, 2026 |
| Haverford Trust Co | History | Reduced | 2,482,054 | 167,613 | 1.54% | 1.52% | 63 | -103,173 | -3.99% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 2,471,080 | 166,899 | 0.19% | 0.18% | 64 | +54,870 | 2.27% | Q1 2026 | May 14, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 2,368,505 | 159,847 | 11.2% | 11.1% | 65 | +148,080 | 6.67% | Q1 2026 | Apr 24, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 2,349,194 | 158,641 | 5.34% | 5.26% | 66 | +65,908 | 2.89% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 2,342,248 | 158,172 | 3.04% | 3.03% | 67 | -105,886 | -4.33% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,276,302 | 153,713 | 0.27% | 0.29% | 68 | -51,225 | -2.2% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,162,743 | 146,050 | 0.63% | 0.59% | 69 | +52,389 | 2.48% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,161,045 | 145,935 | 0.07% | 0.01% | 70 | +1,904,286 | 741.66% | Q1 2026 | May 12, 2026 |
| Members Trust Co | History | Reduced | 2,134,458 | 144,139 | 4.79% | 4.66% | 71 | -30,139 | -1.39% | Q1 2026 | May 04, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 2,063,935 | 139,377 | 2.26% | 0.8% | 72 | +1,476,421 | 251.3% | Q1 2026 | Apr 21, 2026 |
| SWF LLC | History | Added to | 2,026,021 | 136,817 | 11.93% | 12.47% | 73 | +157,175 | 8.41% | Q1 2026 | May 14, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 2,020,659 | 136,455 | 9.26% | 9.0% | 74 | +62,411 | 3.19% | Q1 2026 | Apr 29, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 1,958,083 | 132,229 | 6.99% | 6.82% | 75 | -77,219 | -3.79% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,939,554 | 130,978 | 0.19% | 0.23% | 76 | -335,550 | -14.75% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,014,496 | 129,971 | 0.26% | 0.24% | 77 | -536,413 | -21.03% | Q1 2026 | Apr 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 1,885,265 | 127,311 | 3.51% | 3.34% | 78 | +53,148 | 2.9% | Q1 2026 | Apr 23, 2026 |
| Hamilton Capital, LLC | History | Added to | 1,854,431 | 125,229 | 6.49% | 5.99% | 79 | +38,618 | 2.13% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,821,978 | 124,732 | 1.41% | 1.36% | 80 | +1,568 | 0.09% | Q1 2026 | Apr 28, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 1,797,937 | 121,414 | 2.42% | 2.16% | 81 | +10,134 | 0.57% | Q1 2026 | Apr 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,770,894 | 119,588 | 1.41% | 1.35% | 82 | -33,805 | -1.87% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,765,898 | 119,251 | 1.66% | 1.6% | 83 | -54,704 | -3.0% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,725,321 | 116,510 | 0.88% | 0.86% | 84 | +2,583 | 0.15% | Q1 2026 | May 12, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 1,720,404 | 116,178 | 5.13% | 5.12% | 85 | -5,513 | -0.32% | Q1 2026 | Apr 09, 2026 |
| BOKF, NA | History | Added to | 1,682,638 | 113,628 | 1.74% | 1.69% | 86 | +5,948 | 0.35% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,671,479 | 112,875 | 0.18% | 0.17% | 87 | +35,688 | 2.18% | Q1 2026 | May 06, 2026 |
| AlTi Global, Inc. | History | Added to | 1,621,396 | 109,492 | 2.38% | 2.27% | 88 | +20,713 | 1.29% | Q1 2026 | May 07, 2026 |
| Lutz Financial Services LLC | History | Added to | 1,598,474 | 107,944 | 7.25% | 7.08% | 89 | +20,076 | 1.27% | Q1 2026 | May 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,571,330 | 106,111 | 1.58% | 1.54% | 90 | -31,026 | -1.94% | Q1 2026 | May 05, 2026 |
| GREENLEAF TRUST | History | Reduced | 1,565,305 | 105,705 | 1.04% | 0.99% | 91 | -78,954 | -4.8% | Q1 2026 | Apr 27, 2026 |
| Klingman & Associates, LLC | History | Added to | 1,556,145 | 105,086 | 5.03% | 4.82% | 92 | +43,379 | 2.87% | Q1 2026 | May 14, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 1,548,799 | 104,590 | 5.88% | 5.37% | 93 | +31,235 | 2.06% | Q1 2026 | Apr 29, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,470,494 | 99,302 | 0.87% | 0.19% | 94 | +1,177,199 | 401.37% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,461,291 | 98,680 | 3.12% | 2.57% | 95 | +391,874 | 36.64% | Q1 2026 | May 07, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 1,460,194 | 98,606 | 6.64% | 6.46% | 96 | +42,424 | 2.99% | Q1 2026 | May 12, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 1,454,616 | 98,230 | 6.39% | 6.17% | 97 | +42,182 | 2.99% | Q1 2026 | May 07, 2026 |
| HORAN Wealth, LLC | History | Added to | 1,470,176 | 98,176 | 9.33% | 7.44% | 98 | +736,440 | 100.37% | Q1 2026 | May 08, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 1,442,514 | 97,412 | 4.08% | 5.28% | 99 | -398,147 | -21.63% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,438,214 | 97,122 | 0.51% | 0.23% | 100 | +931,067 | 183.59% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,424,309 | 96,184 | 0.25% | 0.2% | 101 | +277,844 | 24.23% | Q1 2026 | Apr 30, 2026 |
| Accredited Investors Inc. | History | Added to | 1,413,879 | 95,479 | 5.15% | 4.95% | 102 | +1,561 | 0.11% | Q1 2026 | Apr 30, 2026 |
| Lee Financial Co | History | Added to | 1,399,885 | 94,534 | 13.34% | 12.43% | 103 | +4,456 | 0.32% | Q1 2026 | Apr 13, 2026 |
| STATE STREET CORP | History | Added to | 1,387,563 | 93,702 | 0.0% | 0.0% | 104 | +16,564 | 1.21% | Q1 2026 | May 15, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 1,365,948 | 92,242 | 4.1% | 4.47% | 105 | -248,117 | -15.37% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Management, LLC | History | Reduced | 1,324,253 | 89,426 | 5.22% | 5.13% | 106 | -25,743 | -1.91% | Q1 2026 | Apr 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,321,094 | 89,213 | 0.33% | 0.29% | 107 | +3,077 | 0.23% | Q1 2026 | Apr 30, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 1,299,753 | 87,772 | 11.33% | 10.58% | 108 | +26,648 | 2.09% | Q1 2026 | May 07, 2026 |
| FIL Ltd | History | Added to | 1,296,418 | 87,547 | 0.07% | 0.06% | 109 | +86,620 | 7.16% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,257,653 | 84,929 | 1.31% | 1.68% | 110 | +3,416 | 0.27% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 1,250,632 | 84,455 | 0.29% | 0.3% | 111 | -147,731 | -10.56% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 1,228,028 | 84,070 | 1.73% | 1.66% | 112 | +64,147 | 5.51% | Q1 2026 | Apr 28, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 1,208,022 | 81,577 | 4.93% | 5.0% | 113 | -30,560 | -2.47% | Q1 2026 | May 12, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 1,203,288 | 81,258 | 9.76% | 9.88% | 114 | +27,508 | 2.34% | Q1 2026 | Apr 24, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,174,384 | 79,306 | 1.1% | 1.09% | 115 | +1,164 | 0.1% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,164,240 | 78,621 | 0.04% | 0.01% | 116 | +792,401 | 213.1% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 1,084,242 | 78,445 | 1.0% | 0.74% | 117 | +224,632 | 26.13% | Q1 2026 | May 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 1,158,510 | 78,234 | 0.96% | 1.0% | 118 | -14,936 | -1.27% | Q1 2026 | May 08, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 1,152,695 | 77,841 | 3.76% | 3.43% | 119 | +30,940 | 2.76% | Q1 2026 | Apr 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,176,580 | 77,654 | 0.03% | 0.02% | 120 | -16,918 | -1.42% | Q1 2026 | May 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 1,131,756 | 76,427 | 13.23% | 13.61% | 121 | -8,620 | -0.76% | Q1 2026 | Apr 08, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 1,131,710 | 76,424 | 0.4% | 0.33% | 122 | +96,900 | 9.36% | Q1 2026 | May 04, 2026 |
| RKL Wealth Management LLC | History | Reduced | 1,117,499 | 75,464 | 6.79% | 6.69% | 123 | -118,150 | -9.56% | Q1 2026 | Apr 24, 2026 |
| RMR Wealth Builders | History | Reduced | 1,109,425 | 74,919 | 5.9% | 5.99% | 124 | -25,087 | -2.21% | Q1 2026 | Apr 22, 2026 |
| Pine Ridge Advisers LLC | History | No change | 1,088,350 | 73,496 | 4.52% | 4.28% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 1,088,298 | 73,492 | 0.84% | 0.8% | 126 | +19,527 | 1.83% | Q1 2026 | Apr 28, 2026 |
| MCF Advisors LLC | History | Added to | 1,082,976 | 73,133 | 3.21% | 3.7% | 127 | +68,030 | 6.7% | Q1 2026 | May 11, 2026 |
| Destination Wealth Management | History | Added to | 1,058,158 | 71,457 | 1.86% | 1.8% | 128 | +14,804 | 1.42% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 1,048,923 | 70,833 | 2.27% | 1.2% | 129 | -874 | -0.08% | Q1 2026 | Apr 29, 2026 |
| Crewe Advisors LLC | History | Added to | 1,013,534 | 68,443 | 5.84% | 5.44% | 130 | +82,824 | 8.9% | Q1 2026 | May 07, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 911,115 | 65,958 | 1.15% | 0.92% | 131 | +141,880 | 18.44% | Q1 2026 | May 15, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 934,195 | 65,888 | 9.19% | 9.34% | 132 | -46,875 | -4.78% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 972,309 | 65,660 | 0.31% | 0.29% | 133 | +23,068 | 2.43% | Q1 2026 | Apr 24, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 972,216 | 65,653 | 5.17% | 4.58% | 134 | +128,040 | 15.17% | Q1 2026 | May 01, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 894,526 | 65,622 | 2.52% | 2.41% | 135 | +22,360 | 2.56% | Q1 2026 | Apr 24, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 894,279 | 64,960 | 1.45% | 1.57% | 136 | -18,342 | -2.01% | Q1 2026 | May 04, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 1,033,266 | 64,393 | 5.9% | 5.9% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 947,313 | 63,972 | 0.06% | 0.05% | 138 | +2,670 | 0.28% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 943,599 | 63,721 | 0.24% | 0.27% | 139 | -37,838 | -3.86% | Q1 2026 | Apr 30, 2026 |
| Bangor Savings Bank | History | Reduced | 927,706 | 62,647 | 5.01% | 5.12% | 140 | -37,425 | -3.88% | Q1 2026 | Apr 01, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 927,593 | 62,640 | 0.57% | 0.78% | 141 | -13,779 | -1.46% | Q1 2026 | May 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 927,166 | 62,611 | 0.24% | — | 142 | +927,166 | New | Q1 2026 | May 12, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 924,486 | 62,430 | 6.28% | 5.46% | 143 | +94,167 | 11.34% | Q1 2026 | May 11, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 914,546 | 62,281 | 6.79% | 6.48% | 144 | +8,675 | 0.96% | Q1 2026 | May 06, 2026 |
| Chandler Asset Management, Inc. | History | Reduced | 910,858 | 61,510 | 9.33% | 15.41% | 145 | -564,870 | -38.28% | Q1 2026 | May 14, 2026 |
| MBL Wealth, LLC | History | Added to | 908,796 | 61,371 | 4.64% | 4.59% | 146 | +41,377 | 4.77% | Q1 2026 | Apr 28, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 907,107 | 61,256 | 1.61% | 0.02% | 147 | +896,063 | 8113.57% | Q1 2026 | Apr 16, 2026 |
| Charter Capital Management, LLC\DE | History | Added to | 903,247 | 60,996 | 30.54% | 30.22% | 148 | +16,503 | 1.86% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 900,671 | 60,822 | 0.72% | 0.73% | 149 | -847 | -0.09% | Q1 2026 | May 01, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 899,150 | 60,719 | 5.54% | 5.13% | 150 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 893,997 | 60,371 | 3.94% | 2.74% | 151 | +235,736 | 35.81% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Reduced | 870,011 | 58,751 | 0.44% | 0.47% | 152 | -12,117 | -1.37% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 858,271 | 57,959 | 4.7% | 4.11% | 153 | +43,464 | 5.33% | Q1 2026 | Apr 10, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 844,216 | 57,009 | 6.09% | 6.05% | 154 | +1,017 | 0.12% | Q1 2026 | May 06, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 841,112 | 56,800 | 11.0% | 10.81% | 155 | -6,027 | -0.71% | Q1 2026 | May 05, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 832,029 | 56,186 | 9.12% | 10.61% | 156 | -167,495 | -16.76% | Q1 2026 | Apr 23, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 831,526 | 56,153 | 0.08% | 0.07% | 157 | +101,447 | 13.9% | Q1 2026 | May 13, 2026 |
| TRUEFG, LLC | History | Added to | 830,771 | 56,101 | 14.87% | 14.7% | 158 | +563 | 0.07% | Q1 2026 | Apr 22, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 811,975 | 54,832 | 5.68% | 5.89% | 159 | -13,630 | -1.65% | Q1 2026 | Apr 30, 2026 |
| JNBA Financial Advisors | History | Reduced | 802,743 | 54,209 | 4.51% | 4.72% | 160 | -16,515 | -2.02% | Q1 2026 | Apr 22, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 800,248 | 54,040 | 1.83% | 1.88% | 161 | -12,473 | -1.53% | Q1 2026 | Apr 17, 2026 |
| BlueStem Wealth Partners, LLC | History | Added to | 797,554 | 53,858 | 5.99% | 3.79% | 162 | +277,653 | 53.4% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 779,860 | 52,656 | 0.03% | 0.03% | 163 | -8,776 | -1.11% | Q1 2026 | Apr 30, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 777,138 | 52,480 | 2.71% | 2.42% | 164 | +71,579 | 10.15% | Q1 2026 | May 07, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 775,959 | 52,400 | 2.75% | 2.8% | 165 | +4,182 | 0.54% | Q1 2026 | Apr 29, 2026 |
| Portland Global Advisors LLC | History | Added to | 775,486 | 52,368 | 5.58% | 5.34% | 166 | +22,072 | 2.93% | Q1 2026 | May 11, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 775,050 | 52,339 | 0.85% | 0.88% | 167 | +6,810 | 0.89% | Q1 2026 | Apr 22, 2026 |
| COMMERCE BANK | History | Added to | 773,121 | 52,208 | 0.25% | 0.08% | 168 | +553,963 | 252.77% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 771,306 | 52,086 | 0.62% | 0.61% | 169 | -26,934 | -3.37% | Q1 2026 | May 06, 2026 |
| Wealthquest Corp | History | No change | 787,684 | 51,987 | 3.93% | 3.93% | 170 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 743,805 | 50,229 | 0.05% | 0.06% | 171 | -160,261 | -17.73% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 733,999 | 49,570 | 0.15% | 0.18% | 172 | -188,126 | -20.4% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 731,130 | 49,373 | 1.48% | 1.44% | 173 | +8,476 | 1.17% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 730,471 | 49,328 | 0.07% | — | 174 | +730,471 | New | Q1 2026 | May 12, 2026 |
| Single Point Partners, LLC | History | Added to | 715,156 | 48,294 | 9.61% | 9.27% | 175 | +5,122 | 0.72% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 713,381 | 48,174 | 2.7% | 2.64% | 176 | +2,803 | 0.39% | Q1 2026 | Apr 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 708,900 | 47,872 | 1.3% | 1.25% | 177 | -24,430 | -3.33% | Q1 2026 | Apr 13, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 707,534 | 47,779 | 4.25% | 4.22% | 178 | +10,762 | 1.54% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 691,757 | 46,714 | 0.57% | 0.62% | 179 | +32,452 | 4.92% | Q1 2026 | Apr 23, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 687,309 | 46,413 | 0.13% | 0.12% | 180 | +34,344 | 5.26% | Q1 2026 | May 08, 2026 |
| Nadler Financial Group, Inc. | History | Added to | 686,849 | 46,382 | 4.47% | 4.07% | 181 | +23,025 | 3.47% | Q1 2026 | May 04, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 671,000 | 45,312 | 0.08% | 0.07% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 670,269 | 45,263 | 18.92% | 18.17% | 183 | +13,471 | 2.05% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 660,944 | 44,633 | 0.12% | 0.12% | 184 | -27,480 | -3.99% | Q1 2026 | May 14, 2026 |
| American Trust | History | Added to | 658,800 | 44,488 | 3.93% | 3.61% | 185 | +8,677 | 1.33% | Q1 2026 | May 01, 2026 |
| Trilogy Capital Inc. | History | Added to | 655,677 | 44,277 | 1.95% | 1.91% | 186 | +9,352 | 1.45% | Q1 2026 | Apr 21, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 641,674 | 43,332 | 2.16% | 1.97% | 187 | +35,050 | 5.78% | Q1 2026 | May 07, 2026 |
| COURIER CAPITAL LLC | History | Added to | 636,768 | 43,000 | 2.4% | 1.8% | 188 | +150,289 | 30.89% | Q1 2026 | Apr 23, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 635,619 | 42,923 | 0.35% | 0.34% | 189 | +9,748 | 1.56% | Q1 2026 | May 01, 2026 |
| MainStreet Investment Advisors LLC | History | Reduced | 635,079 | 42,886 | 6.45% | 6.21% | 190 | -19,767 | -3.02% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 649,474 | 42,865 | 0.76% | 0.76% | 191 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 632,579 | 42,718 | 5.25% | 5.06% | 192 | +3,897 | 0.62% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 625,972 | 42,271 | 0.62% | 0.64% | 193 | -9,414 | -1.48% | Q1 2026 | Apr 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 618,364 | 41,758 | 0.23% | 0.13% | 194 | +234,931 | 61.27% | Q1 2026 | Apr 22, 2026 |
| GREENWOOD GEARHART LLC | History | Added to | 612,862 | 41,386 | 2.24% | 2.11% | 195 | +31,619 | 5.44% | Q1 2026 | May 06, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 604,672 | 40,833 | 0.23% | 0.21% | 196 | +24,389 | 4.2% | Q1 2026 | Apr 30, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 603,874 | 40,779 | 1.7% | 1.58% | 197 | -4,327 | -0.71% | Q1 2026 | Apr 13, 2026 |
| Grove Bank & Trust | History | Reduced | 602,577 | 40,692 | 4.6% | 5.17% | 198 | -93,736 | -13.46% | Q1 2026 | Apr 08, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 596,597 | 40,288 | 4.72% | 5.31% | 199 | -90,679 | -13.19% | Q1 2026 | Apr 10, 2026 |
| Independent Advisor Alliance | History | Added to | 596,015 | 40,248 | 0.43% | 0.05% | 200 | +564,257 | 1776.74% | Q1 2026 | May 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 607,500 | 40,094 | 1.94% | 1.89% | 201 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Reduced | 591,793 | 39,963 | 4.43% | 4.54% | 202 | -20,816 | -3.4% | Q1 2026 | May 11, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 604,315 | 39,884 | 2.92% | 2.92% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 556,941 | 39,860 | 0.71% | 0.14% | 204 | +514,884 | 1224.25% | Q1 2026 | May 01, 2026 |
| DT Investment Partners, LLC | History | Added to | 586,244 | 39,589 | 3.29% | 3.15% | 205 | +10,648 | 1.85% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 579,233 | 39,116 | 0.3% | 0.28% | 206 | +16,930 | 3.01% | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 569,512 | 38,459 | 2.76% | 2.61% | 207 | -3,054 | -0.53% | Q1 2026 | Apr 10, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 565,412 | 38,182 | 2.62% | 2.44% | 208 | +4,223 | 0.75% | Q1 2026 | May 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 561,701 | 37,931 | 0.06% | 0.06% | 209 | -11,103 | -1.94% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 560,342 | 37,839 | 0.15% | 0.16% | 210 | -18,576 | -3.21% | Q1 2026 | May 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 551,833 | 37,265 | 2.7% | 3.16% | 211 | -192,004 | -25.81% | Q1 2026 | Apr 16, 2026 |
| Human Investing LLC | History | Reduced | 551,574 | 37,247 | 5.43% | 5.43% | 212 | -30,525 | -5.24% | Q1 2026 | May 07, 2026 |
| Diversified Trust Co | History | Reduced | 550,987 | 37,208 | 0.69% | 0.68% | 213 | -9,303 | -1.66% | Q1 2026 | Apr 16, 2026 |
| BANK OF STOCKTON | History | Reduced | 542,553 | 36,638 | 11.33% | 12.49% | 214 | -118,697 | -17.95% | Q1 2026 | Apr 29, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 541,370 | 36,558 | 11.14% | 10.97% | 215 | -14,282 | -2.57% | Q1 2026 | Apr 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 540,245 | 36,482 | 0.52% | 0.55% | 216 | +20,587 | 3.96% | Q1 2026 | Apr 10, 2026 |
| Hudock, Inc. | History | Added to | 539,395 | 36,425 | 5.36% | 5.11% | 217 | +13,474 | 2.56% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 538,822 | 36,386 | 0.4% | 0.39% | 218 | +13,982 | 2.66% | Q1 2026 | Apr 20, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 537,011 | 36,264 | 2.96% | 1.28% | 219 | +308,598 | 135.11% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 531,296 | 36,181 | 0.34% | 0.33% | 220 | +71,210 | 15.48% | Q1 2026 | Apr 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 547,485 | 36,134 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 535,025 | 36,130 | 2.73% | 2.89% | 222 | -7,243 | -1.34% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 535,062 | 36,110 | 0.22% | 0.22% | 223 | -18,995 | -3.43% | Q1 2026 | May 15, 2026 |
| Drake & Associates, LLC | History | Added to | 533,189 | 36,006 | 6.86% | 6.21% | 224 | +60,900 | 12.89% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 522,303 | 35,271 | 0.28% | 0.41% | 225 | +296 | 0.06% | Q1 2026 | May 15, 2026 |
| FineMark National Bank & Trust | History | No change | 534,122 | 35,252 | 1.1% | 1.1% | 226 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 520,352 | 35,139 | 2.06% | 1.86% | 227 | +32,403 | 6.64% | Q1 2026 | Apr 17, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 517,476 | 34,945 | 0.25% | 0.27% | 228 | +17,562 | 3.51% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 515,878 | 34,837 | 0.37% | 0.42% | 229 | -77,664 | -13.08% | Q1 2026 | May 11, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 512,564 | 34,613 | 3.82% | 3.63% | 230 | +40,816 | 8.65% | Q1 2026 | Apr 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 510,013 | 34,441 | 3.58% | 3.46% | 231 | +15,538 | 3.14% | Q1 2026 | Apr 08, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 508,392 | 34,331 | 0.58% | 0.53% | 232 | +30,395 | 6.36% | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | Added to | 507,895 | 34,298 | 0.43% | 0.41% | 233 | +9,209 | 1.85% | Q1 2026 | May 01, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 505,063 | 34,107 | 0.06% | 0.03% | 234 | +228,249 | 82.46% | Q1 2026 | May 15, 2026 |
| Urban Financial Advisory Corp | History | Added to | 504,197 | 34,048 | 12.04% | 12.71% | 235 | +13,673 | 2.79% | Q1 2026 | May 08, 2026 |
| Callan Family Office, LLC | History | Reduced | 503,409 | 33,995 | 0.77% | 0.72% | 236 | -6,062 | -1.19% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 461,190 | 33,620 | 0.5% | 0.48% | 237 | +94,286 | 25.7% | Q1 2026 | Apr 20, 2026 |
| Planning Project LLC | History | No change | 509,321 | 33,615 | 8.45% | 8.45% | 238 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Coastline Trust Co | History | Added to | 497,447 | 33,592 | 3.33% | 3.07% | 239 | +3,121 | 0.63% | Q1 2026 | Apr 03, 2026 |
| Leverty Financial Group, LLC | History | Added to | 496,459 | 33,525 | 7.42% | 7.69% | 240 | +8,941 | 1.83% | Q1 2026 | Apr 09, 2026 |
| NewSquare Capital LLC | History | Added to | 495,469 | 33,458 | 2.9% | 2.85% | 241 | +5,932 | 1.21% | Q1 2026 | May 08, 2026 |
| Verde Capital Management | History | Added to | 494,590 | 33,399 | 7.14% | 6.91% | 242 | +3,378 | 0.69% | Q1 2026 | Apr 17, 2026 |
| Composition Wealth, LLC | History | Added to | 488,068 | 32,959 | 0.45% | 0.19% | 243 | +291,207 | 147.93% | Q1 2026 | Apr 08, 2026 |
| ESL Trust Services, LLC | History | Added to | 486,095 | 32,826 | 6.27% | 6.15% | 244 | +947 | 0.2% | Q1 2026 | May 07, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 494,888 | 32,717 | 3.26% | 3.35% | 245 | -26,881 | -5.15% | Q1 2026 | May 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 484,030 | 32,686 | 2.11% | 3.03% | 246 | -508,646 | -51.24% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Added to | 482,242 | 32,565 | 1.36% | 1.34% | 247 | +29,240 | 6.45% | Q1 2026 | Apr 30, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 477,326 | 32,234 | 9.57% | 9.18% | 248 | +2,570 | 0.54% | Q1 2026 | May 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 476,901 | 32,205 | 0.61% | 0.6% | 249 | -4,920 | -1.02% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 472,175 | 31,885 | 0.75% | 0.74% | 250 | +13,255 | 2.89% | Q1 2026 | May 11, 2026 |
| Brand Asset Management Group, Inc. | History | Added to | 464,659 | 31,378 | 8.16% | 8.36% | 251 | +11,589 | 2.56% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 463,359 | 31,290 | 0.42% | 0.41% | 252 | +19,637 | 4.43% | Q1 2026 | May 15, 2026 |
| Arcataur Capital Management LLC | History | Added to | 461,621 | 31,173 | 8.67% | 8.07% | 253 | +34,380 | 8.05% | Q1 2026 | Apr 22, 2026 |
| Arkos Global Advisors | History | Added to | 459,181 | 31,009 | 3.89% | 3.6% | 254 | +31,571 | 7.38% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 458,188 | 30,941 | 1.59% | 1.62% | 255 | -6,925 | -1.49% | Q1 2026 | Apr 15, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | Added to | 458,174 | 30,940 | 9.45% | 8.13% | 256 | +76,850 | 20.15% | Q1 2026 | May 11, 2026 |
| Constellation Investments, Inc. | History | Reduced | 455,000 | 30,726 | 1.02% | 2.89% | 257 | -965,000 | -67.96% | Q1 2026 | Apr 22, 2026 |
| Altus Wealth Management, LLC | History | Added to | 452,944 | 30,587 | 13.6% | 10.2% | 258 | +94,578 | 26.39% | Q1 2026 | Apr 21, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 450,878 | 30,447 | 2.28% | 2.15% | 259 | +50,412 | 12.59% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 447,537 | 30,222 | 0.01% | 0.0% | 260 | +435,102 | 3499.01% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 1,385,190 | 30,040 | 0.19% | 0.61% | 261 | +40,495 | 3.01% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 442,585 | 29,887 | 1.08% | 1.07% | 262 | +10,863 | 2.52% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Reduced | 442,127 | 29,856 | 0.14% | 0.17% | 263 | -10,344 | -2.29% | Q1 2026 | May 04, 2026 |
| 1ST SOURCE BANK | History | Added to | 438,757 | 29,629 | 1.53% | 1.36% | 264 | +45,755 | 11.64% | Q1 2026 | May 04, 2026 |
| Fiera Capital Corp | History | Reduced | 438,572 | 29,616 | 0.1% | 0.12% | 265 | -122,027 | -21.77% | Q1 2026 | May 12, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 437,313 | 29,531 | 3.23% | 2.9% | 266 | +29,378 | 7.2% | Q1 2026 | Apr 23, 2026 |
| Vestwell Advisors, LLC | History | Added to | 436,949 | 29,507 | 8.08% | 3.88% | 267 | +38,578 | 9.68% | Q1 2026 | May 18, 2026 |
| Summit Financial, LLC | History | Added to | 436,907 | 29,504 | 0.38% | 0.42% | 268 | +4,163 | 0.96% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 435,259 | 29,393 | 1.09% | 1.04% | 269 | +18,376 | 4.41% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 428,500 | 28,936 | 0.67% | 1.0% | 270 | +113,633 | 36.09% | Q1 2026 | Apr 27, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 427,269 | 28,853 | 6.2% | 4.54% | 271 | +123,459 | 40.64% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | No change | 426,513 | 28,802 | 0.1% | 0.09% | 272 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Randolph Co Inc | History | Added to | 426,151 | 28,777 | 2.75% | 2.69% | 273 | +386 | 0.09% | Q1 2026 | Apr 24, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | Reduced | 425,290 | 28,719 | 5.93% | 6.13% | 274 | -39,151 | -8.43% | Q1 2026 | Apr 21, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 423,493 | 28,598 | 4.85% | 4.71% | 275 | -2,137 | -0.5% | Q1 2026 | May 06, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 420,516 | 28,397 | 0.14% | 0.17% | 276 | -63,861 | -13.18% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 418,558 | 28,265 | 0.15% | 0.15% | 277 | +15,954 | 3.96% | Q1 2026 | May 05, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 417,580 | 28,199 | 1.69% | 1.44% | 278 | +58,041 | 16.14% | Q1 2026 | May 13, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 416,548 | 28,128 | 10.38% | 10.2% | 279 | -5,883 | -1.39% | Q1 2026 | May 07, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 416,032 | 28,094 | 6.26% | 6.53% | 280 | -8,165 | -1.92% | Q1 2026 | Apr 22, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 414,897 | 28,017 | 3.31% | 3.19% | 281 | -18,945 | -4.37% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 410,673 | 27,732 | 0.33% | 0.27% | 282 | +50,977 | 14.17% | Q1 2026 | May 13, 2026 |
| King Wealth Management Group | History | Added to | 410,619 | 27,729 | 3.47% | 3.19% | 283 | +10,107 | 2.52% | Q1 2026 | May 04, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 391,172 | 27,644 | 4.23% | 4.2% | 284 | -5,792 | -1.46% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 408,472 | 27,584 | 0.34% | 0.31% | 285 | +27,200 | 7.13% | Q1 2026 | Apr 20, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 406,262 | 27,434 | 14.94% | 14.34% | 286 | +1,471 | 0.36% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 415,505 | 27,423 | 1.14% | 1.14% | 287 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 399,962 | 27,009 | 1.9% | 1.82% | 288 | -366 | -0.09% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 399,215 | 26,957 | 0.05% | 0.05% | 289 | -64,409 | -13.89% | Q1 2026 | May 01, 2026 |
| Bryant Woods Investment Advisors, LLC | History | Added to | 397,428 | 26,838 | 9.87% | 9.81% | 290 | +14,001 | 3.65% | Q1 2026 | Apr 28, 2026 |
| BROWN ADVISORY INC | History | Added to | 394,671 | 26,652 | 0.04% | 0.03% | 291 | +52,678 | 15.4% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Reduced | 391,985 | 26,470 | 1.95% | 2.31% | 292 | -74,329 | -15.94% | Q1 2026 | Apr 22, 2026 |
| LGL PARTNERS, LLC | History | Added to | 388,779 | 26,254 | 10.81% | 10.66% | 293 | +10,294 | 2.72% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 385,979 | 26,065 | 1.21% | 0.95% | 294 | +70,529 | 22.36% | Q1 2026 | Apr 29, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Added to | 384,660 | 25,976 | 3.59% | 2.8% | 295 | +57,650 | 17.63% | Q1 2026 | Apr 15, 2026 |
| Serenus Wealth Advisors, LLC | History | Added to | 384,879 | 25,975 | 5.18% | 4.59% | 296 | +25,993 | 7.24% | Q1 2026 | Apr 27, 2026 |
| Twele Capital Management, Inc. | History | Reduced | 384,100 | 25,938 | 4.62% | 4.54% | 297 | -1,000 | -0.26% | Q1 2026 | Apr 07, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 383,153 | 25,874 | 0.64% | 0.67% | 298 | -2,894 | -0.75% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 381,275 | 25,747 | 1.33% | 1.1% | 299 | +68,326 | 21.83% | Q1 2026 | Apr 17, 2026 |
| Iowa State Bank | History | Reduced | 380,367 | 25,686 | 4.73% | 4.78% | 300 | -5,543 | -1.44% | Q1 2026 | Apr 15, 2026 |