iSHARES TRUST - IJJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 4,094,852 | 542,567 | 0.03% | 0.03% | 1 | +284,247 | 7.46% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,040,744 | 535,398 | 0.03% | 0.03% | 2 | +39,883 | 1.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,437,727 | 455,498 | 0.09% | 0.08% | 3 | -88,447 | -2.51% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,402,568 | 318,340 | 0.02% | 0.02% | 4 | +29,909 | 1.26% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,237,341 | 296,447 | 0.04% | 0.05% | 5 | +97,676 | 4.57% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,194,627 | 290,788 | 0.08% | 0.07% | 6 | +333,089 | 17.89% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,350,338 | 178,919 | 0.1% | 0.1% | 7 | +9,695 | 0.72% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,091,192 | 144,582 | 0.88% | 0.85% | 8 | +38,084 | 3.62% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 922,764 | 122,266 | 0.04% | 0.03% | 9 | +126,569 | 15.9% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 825,346 | 109,358 | 1.24% | 1.2% | 10 | -6,023 | -0.72% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 772,213 | 102,318 | 0.03% | 0.03% | 11 | -26,395 | -3.31% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 672,228 | 89,070 | 0.01% | 0.01% | 12 | -185 | -0.03% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 639,260 | 84,701 | 0.05% | 0.05% | 13 | +5,742 | 0.91% | Q1 2026 | May 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 625,330 | 82,856 | 0.17% | 0.17% | 14 | -37,207 | -5.62% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 599,744 | 79,620 | 0.02% | 0.02% | 15 | -105,461 | -14.95% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 558,496 | 74,000 | 0.01% | 0.01% | 16 | +20,382 | 3.79% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 438,176 | 56,704 | 0.0% | 0.0% | 17 | +5,238 | 1.21% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 407,817 | 54,035 | 0.01% | 0.01% | 18 | -7,318 | -1.76% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 412,787 | 53,559 | 0.03% | 0.02% | 19 | +123,893 | 42.89% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 380,229 | 50,383 | 0.05% | 0.06% | 20 | -42,978 | -10.16% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 341,363 | 45,230 | 0.07% | 0.07% | 21 | -2,935 | -0.85% | Q1 2026 | May 14, 2026 |
| Evensky & Katz LLC | History | Reduced | 335,183 | 44,412 | 2.53% | 2.57% | 22 | -10,710 | -3.1% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Reduced | 325,115 | 43,077 | 0.24% | 0.25% | 23 | -4,675 | -1.42% | Q1 2026 | May 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 286,673 | 37,984 | 1.96% | 2.11% | 24 | -21,034 | -6.84% | Q1 2026 | May 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 283,540 | 37,569 | 0.9% | 0.91% | 25 | -12,626 | -4.26% | Q1 2026 | Apr 30, 2026 |
| BOKF, NA | History | Added to | 268,987 | 35,640 | 0.54% | 0.54% | 26 | +593 | 0.22% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 266,001 | 35,245 | 0.05% | 0.04% | 27 | +36,056 | 15.68% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 265,442 | 35,171 | 0.57% | 0.55% | 28 | +9,582 | 3.75% | Q1 2026 | Apr 27, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 252,258 | 33,423 | 1.74% | 1.64% | 29 | +14,539 | 6.12% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 236,258 | 31,304 | 0.04% | 0.04% | 30 | -15,170 | -6.03% | Q1 2026 | Apr 27, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 234,440 | 31,063 | 1.81% | 1.99% | 31 | -10,789 | -4.4% | Q1 2026 | Apr 23, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 224,220 | 29,709 | 1.66% | 1.8% | 32 | -19,658 | -8.06% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 224,193 | 29,705 | 0.05% | 0.05% | 33 | +5,968 | 2.73% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 220,982 | 29,280 | 0.04% | 0.04% | 34 | -2,439 | -1.09% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Reduced | 200,444 | 26,558 | 0.02% | 0.02% | 35 | -18,764 | -8.56% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 179,242 | 23,749 | 0.09% | 0.09% | 36 | -2,284 | -1.26% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Added to | 176,595 | 23,399 | 0.07% | 0.06% | 37 | +12,201 | 7.42% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 174,235 | 23,086 | 0.03% | 0.03% | 38 | +2,279 | 1.33% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 164,616 | 21,811 | 0.01% | 0.01% | 39 | -10,690 | -6.1% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 162,564 | 21,539 | 0.51% | 0.49% | 40 | -2,787 | -1.69% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 155,807 | 20,644 | 0.04% | 0.03% | 41 | +83,729 | 116.16% | Q1 2026 | May 01, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 153,885 | 20,389 | 6.05% | 6.07% | 42 | +910 | 0.59% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 150,000 | 19,875 | 0.01% | 0.0% | 43 | +99,700 | 198.21% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 145,448 | 19,271 | 0.21% | 0.25% | 44 | +1,955 | 1.36% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 138,738 | 18,382 | 0.14% | 0.15% | 45 | -1,302 | -0.93% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 131,515 | 17,425 | 0.02% | 0.02% | 46 | +897 | 0.69% | Q1 2026 | May 14, 2026 |
| Lutz Financial Services LLC | History | Reduced | 118,830 | 15,745 | 1.06% | 1.07% | 47 | -1,226 | -1.02% | Q1 2026 | May 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 110,627 | 14,658 | 1.67% | 1.67% | 48 | -1,885 | -1.68% | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 108,414 | 14,372 | 0.02% | 0.02% | 49 | -2,900 | -2.61% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 108,369 | 14,358 | 0.41% | 0.45% | 50 | -3,750 | -3.34% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 106,470 | 14,107 | 0.02% | 0.01% | 51 | +63,172 | 145.9% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 104,492 | 13,845 | 0.07% | 0.08% | 52 | +147 | 0.14% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 103,300 | 13,687 | 0.01% | 0.01% | 53 | +8,150 | 8.57% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 102,835 | 13,625 | 0.05% | 0.05% | 54 | +5,224 | 5.35% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 102,818 | 13,623 | 0.02% | 0.02% | 55 | -6,459 | -5.91% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 102,445 | 13,573 | 0.56% | 0.56% | 56 | -1,052 | -1.02% | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 102,200 | 13,541 | 0.1% | 0.1% | 57 | -2,405 | -2.3% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 100,692 | 13,264 | 0.01% | 0.0% | 58 | +99,065 | 6088.81% | Q1 2026 | Apr 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 97,149 | 12,872 | 0.27% | 0.27% | 59 | -1,445 | -1.47% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 96,489 | 12,861 | 1.15% | 1.2% | 60 | -4,397 | -4.36% | Q1 2026 | May 11, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 94,959 | 12,582 | 1.57% | 1.64% | 61 | -4,511 | -4.54% | Q1 2026 | May 14, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 93,337 | 12,367 | 0.47% | 0.47% | 62 | -2,091 | -2.19% | Q1 2026 | Apr 16, 2026 |
| Omega Financial Group, LLC | History | Added to | 91,176 | 12,080 | 3.93% | 3.85% | 63 | +2,142 | 2.41% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 90,484 | 11,989 | 0.02% | 0.02% | 64 | -11,091 | -10.92% | Q1 2026 | May 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 89,492 | 11,857 | 1.92% | 1.91% | 65 | -183 | -0.2% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 88,520 | 11,732 | 0.01% | 0.01% | 66 | -6,239 | -6.58% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 88,866 | 11,693 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 85,484 | 11,327 | 0.03% | 0.03% | 68 | -9,855 | -10.34% | Q1 2026 | Apr 30, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 85,123 | 11,278 | 1.96% | 1.99% | 69 | -1,528 | -1.76% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 84,311 | 11,171 | 0.03% | 0.03% | 70 | -8,405 | -9.07% | Q1 2026 | May 04, 2026 |
| Dakota Wealth Management | History | Added to | 83,967 | 11,125 | 0.24% | 0.19% | 71 | +3,271 | 4.05% | Q1 2026 | May 07, 2026 |
| PW Nova Financial Services LLC | History | Added to | 82,843 | 10,976 | 2.75% | 4.12% | 72 | +1,017 | 1.24% | Q1 2026 | Apr 15, 2026 |
| Balance Wealth, LLC | History | Reduced | 81,687 | 10,823 | 3.36% | 5.27% | 73 | -43,164 | -34.57% | Q1 2026 | Apr 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 80,683 | 10,690 | 0.55% | 0.57% | 74 | -1,337 | -1.63% | Q1 2026 | Apr 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 79,980 | 10,597 | 0.17% | 0.18% | 75 | +13,440 | 20.2% | Q1 2026 | Apr 21, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 78,370 | 10,384 | 0.07% | 0.07% | 76 | +995 | 1.29% | Q1 2026 | May 05, 2026 |
| Blue Edge Capital, LLC | History | No change | 74,511 | 9,804 | 1.31% | 1.31% | 77 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 72,186 | 9,564 | 0.2% | 0.19% | 78 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 67,512 | 8,953 | 0.01% | 0.01% | 79 | -1,403 | -2.04% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 62,899 | 8,334 | 0.01% | 0.02% | 80 | +577 | 0.93% | Q1 2026 | May 14, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 62,779 | 8,318 | 1.52% | 1.53% | 81 | +320 | 0.51% | Q1 2026 | Apr 17, 2026 |
| Oldfather Financial Services, LLC | History | No change | 63,185 | 8,314 | 2.48% | 2.48% | 82 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| OFS Enterprise LLC | History | New | 61,348 | 8,128 | 2.39% | — | 83 | +61,348 | New | Q1 2026 | Apr 09, 2026 |
| InvesTrust | History | No change | 59,633 | 7,901 | 3.32% | 3.03% | 84 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 59,328 | 7,861 | 0.98% | 0.99% | 85 | -1,109 | -1.83% | Q1 2026 | May 04, 2026 |
| Causey Wealth LLC | History | Reduced | 58,993 | 7,816 | 3.32% | 4.25% | 86 | -7,147 | -10.81% | Q1 2026 | May 12, 2026 |
| DDFG, Inc | History | Added to | 58,500 | 7,751 | 1.67% | 1.65% | 87 | +1,297 | 2.27% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 56,983 | 7,551 | 0.06% | 0.06% | 88 | +1,617 | 2.92% | Q1 2026 | May 14, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 56,771 | 7,522 | 1.48% | 1.38% | 89 | +7,228 | 14.59% | Q1 2026 | Apr 20, 2026 |
| Summit Financial, LLC | History | Added to | 56,725 | 7,516 | 0.1% | 0.1% | 90 | +3,724 | 7.03% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 56,397 | 7,472 | 0.12% | 0.14% | 91 | +575 | 1.03% | Q1 2026 | May 18, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 55,402 | 7,340 | 0.36% | 0.25% | 92 | +16,506 | 42.44% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 54,282 | 7,192 | 0.15% | 0.16% | 93 | +33 | 0.06% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 54,184 | 7,179 | 0.01% | 0.01% | 94 | +4,484 | 9.02% | Q1 2026 | May 01, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 53,429 | 7,079 | 4.78% | 4.14% | 95 | +5,676 | 11.89% | Q1 2026 | May 04, 2026 |
| MidFirst Bank | History | Reduced | 53,196 | 7,048 | 0.58% | 0.58% | 96 | -1,797 | -3.27% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 52,288 | 6,928 | 0.0% | 0.0% | 97 | -1,062 | -1.99% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 51,725 | 6,806 | 0.45% | 0.45% | 98 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| First Citizens Financial Corp | History | Reduced | 50,443 | 6,683 | 3.16% | 3.31% | 99 | -550 | -1.08% | Q1 2026 | Apr 07, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 48,804 | 6,466 | 0.19% | 0.18% | 100 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 48,633 | 6,443 | 0.06% | 0.06% | 101 | -2,300 | -4.52% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 48,490 | 6,424 | 0.02% | 0.02% | 102 | -833 | -1.69% | Q1 2026 | May 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 48,272 | 6,396 | 0.66% | 0.7% | 103 | -4,000 | -7.65% | Q1 2026 | Apr 13, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | New | 48,051 | 6,366 | 0.83% | — | 104 | +48,051 | New | Q1 2026 | May 04, 2026 |
| Hudson Capital Management LLC | History | Added to | 47,676 | 6,317 | 1.63% | 1.48% | 105 | +2,902 | 6.48% | Q1 2026 | Apr 13, 2026 |
| D.B. Root & Company, LLC | History | Added to | 47,262 | 6,262 | 1.5% | 1.45% | 106 | +2,007 | 4.43% | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 46,544 | 6,167 | 0.35% | 0.36% | 107 | -1,631 | -3.39% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 46,351 | 6,143 | 0.1% | 0.01% | 108 | +39,632 | 589.85% | Q1 2026 | Apr 14, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 44,403 | 5,883 | 4.02% | 3.91% | 109 | -29 | -0.07% | Q1 2026 | May 04, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 44,390 | 5,881 | 0.23% | 0.23% | 110 | -272 | -0.61% | Q1 2026 | May 01, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 42,996 | 5,696 | 0.15% | 0.15% | 111 | -1,195 | -2.7% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 42,775 | 5,667 | 0.03% | 0.04% | 112 | -4,702 | -9.9% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 42,741 | 5,663 | 0.0% | 0.0% | 113 | +14,481 | 51.24% | Q1 2026 | May 15, 2026 |
| NOVEM GROUP | History | Added to | 41,905 | 5,552 | 0.64% | 0.61% | 114 | +1,519 | 3.76% | Q1 2026 | Apr 10, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 41,745 | 5,531 | 2.02% | 2.02% | 115 | -232 | -0.55% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 41,616 | 5,514 | 0.01% | 0.01% | 116 | -1,259 | -2.94% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Added to | 40,633 | 5,383 | 0.04% | 0.04% | 117 | +927 | 2.33% | Q1 2026 | May 15, 2026 |
| Ironwood Financial, llc | History | Reduced | 40,223 | 5,329 | 0.93% | 0.95% | 118 | -688 | -1.68% | Q1 2026 | Apr 16, 2026 |
| Cordatus Wealth Management LLC | History | New | 39,882 | 5,284 | 1.26% | — | 119 | +39,882 | New | Q1 2026 | Apr 29, 2026 |
| Idaho Trust Co | History | Added to | 39,733 | 5,264 | 1.71% | 1.36% | 120 | +8,555 | 27.44% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 66,274 | 5,209 | 0.01% | 0.02% | 121 | -38,198 | -36.56% | Q1 2026 | Apr 08, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 39,279 | 5,204 | 1.38% | 1.33% | 122 | -101 | -0.26% | Q1 2026 | Apr 22, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 38,830 | 5,144 | 1.35% | 1.37% | 123 | -1,414 | -3.51% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 38,724 | 5,130 | 0.03% | 0.03% | 124 | -26,831 | -40.93% | Q1 2026 | Apr 29, 2026 |
| Betterment LLC | History | Reduced | 37,941 | 5,027 | 0.01% | 0.01% | 125 | -3,357 | -8.13% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 35,823 | 4,746 | 0.07% | 0.08% | 126 | -167 | -0.46% | Q1 2026 | May 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 35,307 | 4,678 | 0.15% | 0.15% | 127 | +670 | 1.93% | Q1 2026 | May 14, 2026 |
| Csenge Advisory Group | History | Reduced | 35,288 | 4,675 | 0.21% | 0.23% | 128 | -2,680 | -7.06% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 35,244 | 4,669 | 0.02% | 0.02% | 129 | -179 | -0.51% | Q1 2026 | Apr 24, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 32,925 | 4,657 | 0.32% | 0.32% | 130 | -473 | -1.42% | Q1 2026 | Apr 29, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 34,435 | 4,562 | 0.25% | 0.24% | 131 | -195 | -0.56% | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 34,147 | 4,524 | 0.38% | 0.41% | 132 | -1,228 | -3.47% | Q1 2026 | Apr 22, 2026 |
| Net Worth Advisory Group | History | Added to | 34,145 | 4,524 | 0.94% | 0.9% | 133 | +141 | 0.41% | Q1 2026 | May 05, 2026 |
| King Wealth Management Group | History | Reduced | 33,426 | 4,429 | 0.55% | 0.54% | 134 | -408 | -1.21% | Q1 2026 | May 04, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 32,365 | 4,288 | 1.86% | 1.85% | 135 | -271 | -0.83% | Q1 2026 | May 05, 2026 |
| Brightwater Advisory LLC | History | Reduced | 32,261 | 4,274 | 2.83% | 2.93% | 136 | -728 | -2.21% | Q1 2026 | Apr 30, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 32,210 | 4,268 | 1.39% | 1.31% | 137 | -69 | -0.21% | Q1 2026 | May 07, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 32,162 | 4,261 | 0.14% | 0.15% | 138 | -879 | -2.66% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 31,680 | 4,197 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Astra Wealth Partners LLC | History | Added to | 31,544 | 4,179 | 2.49% | 2.33% | 140 | +1,481 | 4.93% | Q1 2026 | May 06, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 31,122 | 4,123 | 0.2% | 0.19% | 141 | +95 | 0.31% | Q1 2026 | Apr 09, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 30,467 | 4,036 | 0.25% | 0.25% | 142 | +1,698 | 5.9% | Q1 2026 | Apr 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 29,946 | 3,967 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Midwest Trust Co | History | Added to | 29,895 | 3,961 | 0.05% | 0.05% | 144 | +244 | 0.82% | Q1 2026 | May 01, 2026 |
| HB Wealth Management, LLC | History | Added to | 29,680 | 3,932 | 0.03% | 0.02% | 145 | +876 | 3.04% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 29,381 | 3,893 | 0.02% | 0.02% | 146 | -2,352 | -7.41% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 29,018 | 3,844 | 0.0% | — | 147 | +29,018 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 28,776 | 3,812 | 0.02% | 0.02% | 148 | -12,733 | -30.68% | Q1 2026 | May 11, 2026 |
| River Wealth Advisors LLC | History | Reduced | 28,704 | 3,803 | 0.44% | 0.43% | 149 | -354 | -1.22% | Q1 2026 | May 13, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 28,662 | 3,797 | 0.77% | 0.78% | 150 | -1,284 | -4.29% | Q1 2026 | Apr 15, 2026 |
| LTG Capital LLC | History | Reduced | 28,112 | 3,724 | 2.85% | 2.93% | 151 | -433 | -1.52% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 27,954 | 3,703 | 0.02% | 0.03% | 152 | -962 | -3.33% | Q1 2026 | May 15, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 27,667 | 3,665 | 0.73% | 0.65% | 153 | +3,973 | 16.77% | Q1 2026 | Apr 09, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 27,600 | 3,657 | 0.01% | 0.01% | 154 | -12,490 | -31.15% | Q1 2026 | May 14, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 27,604 | 3,657 | 1.26% | 1.31% | 155 | -107 | -0.39% | Q1 2026 | Apr 23, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 25,628 | 3,643 | 0.06% | 0.01% | 156 | +21,384 | 503.86% | Q1 2026 | May 15, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Added to | 27,492 | 3,642 | 4.57% | 3.17% | 157 | +7,014 | 34.25% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 27,171 | 3,641 | 0.07% | 0.08% | 158 | -300 | -1.09% | Q1 2026 | Apr 28, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 27,193 | 3,624 | 0.11% | 0.09% | 159 | -3,139 | -10.35% | Q1 2026 | Apr 08, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 27,300 | 3,617 | 0.09% | 0.09% | 160 | -333 | -1.21% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 27,253 | 3,611 | 0.09% | 0.09% | 161 | -105 | -0.38% | Q1 2026 | May 11, 2026 |
| ANB BANK | History | Added to | 26,034 | 3,449 | 1.39% | 1.36% | 162 | +67 | 0.26% | Q1 2026 | May 06, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 25,973 | 3,441 | 1.01% | 1.02% | 163 | -951 | -3.53% | Q1 2026 | Apr 13, 2026 |
| Heritage Wealth Advisors | History | Reduced | 28,654 | 3,371 | 0.13% | 0.16% | 164 | -9,094 | -24.09% | Q1 2026 | May 13, 2026 |
| Campion Asset Management | History | Reduced | 25,042 | 3,318 | 2.25% | 2.31% | 165 | -229 | -0.91% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 24,030 | 3,184 | 0.04% | 0.04% | 166 | -202 | -0.83% | Q1 2026 | May 08, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 23,655 | 3,134 | 0.79% | 0.82% | 167 | -182 | -0.76% | Q1 2026 | Apr 10, 2026 |
| Members Trust Co | History | Reduced | 23,523 | 3,116 | 0.1% | 0.1% | 168 | -546 | -2.27% | Q1 2026 | May 04, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 23,229 | 3,077 | 0.43% | 0.41% | 169 | -454 | -1.92% | Q1 2026 | Apr 13, 2026 |
| &PARTNERS | History | Added to | 23,025 | 3,063 | 0.02% | 0.01% | 170 | +5,687 | 32.8% | Q1 2026 | May 15, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 22,352 | 2,961 | 0.57% | 0.56% | 171 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Nikulski Financial, Inc. | History | Reduced | 21,775 | 2,885 | 0.71% | 0.73% | 172 | -1,303 | -5.65% | Q1 2026 | May 14, 2026 |
| SNS Financial Group, LLC | History | Reduced | 21,763 | 2,883 | 0.25% | 0.25% | 173 | -318 | -1.44% | Q1 2026 | Apr 14, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 21,390 | 2,834 | 1.56% | 1.65% | 174 | +1,680 | 8.52% | Q1 2026 | May 11, 2026 |
| Columbia Bank | History | Added to | 21,360 | 2,830 | 0.81% | 0.72% | 175 | +1,544 | 7.79% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | Added to | 21,212 | 2,810 | 0.01% | 0.02% | 176 | +477 | 2.3% | Q1 2026 | May 11, 2026 |
| Cooke Wealth Management, LLC | History | Added to | 21,159 | 2,803 | 2.48% | 2.52% | 177 | +219 | 1.05% | Q1 2026 | Apr 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 20,401 | 2,703 | 0.03% | 0.03% | 178 | +22 | 0.11% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | Reduced | 20,367 | 2,698 | 0.04% | 0.04% | 179 | -967 | -4.53% | Q1 2026 | May 11, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 20,231 | 2,682 | 0.64% | 0.62% | 180 | +67 | 0.33% | Q1 2026 | May 12, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 19,931 | 2,640 | 0.08% | 0.09% | 181 | +46 | 0.23% | Q1 2026 | May 15, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 19,976 | 2,628 | 0.2% | 0.2% | 182 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 19,605 | 2,597 | 0.03% | 0.04% | 183 | +127 | 0.65% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 19,500 | 2,583 | 0.01% | — | 184 | +19,500 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,414 | 2,572 | 0.03% | 0.04% | 185 | +170 | 0.88% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 19,354 | 2,564 | 0.19% | 0.21% | 186 | -2,547 | -11.63% | Q1 2026 | Apr 16, 2026 |
| Stokes Family Office, LLC | History | Reduced | 19,218 | 2,546 | 0.26% | 0.23% | 187 | -215 | -1.11% | Q1 2026 | May 11, 2026 |
| SB Capital Management Inc | History | No change | 19,318 | 2,542 | 0.93% | 0.93% | 188 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Allegheny Financial Group | History | Added to | 19,173 | 2,540 | 0.34% | 0.37% | 189 | +13 | 0.07% | Q1 2026 | Apr 16, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 19,036 | 2,522 | 1.34% | 1.41% | 190 | -378 | -1.95% | Q1 2026 | Apr 24, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 18,991 | 2,516 | 0.99% | 0.97% | 191 | +60 | 0.32% | Q1 2026 | May 12, 2026 |
| Factorial Partners, LLC | History | No change | 18,900 | 2,504 | 1.82% | 1.64% | 192 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sierra Capital LLC | History | Reduced | 18,718 | 2,480 | 0.27% | 0.46% | 193 | -14,026 | -42.84% | Q1 2026 | May 15, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 18,675 | 2,474 | 0.55% | 0.55% | 194 | +575 | 3.18% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 18,426 | 2,441 | 0.03% | 0.03% | 195 | +242 | 1.33% | Q1 2026 | Apr 20, 2026 |
| One Capital Management, LLC | History | Reduced | 18,082 | 2,395 | 0.07% | 0.08% | 196 | -1,178 | -6.12% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,072 | 2,394 | 0.0% | 0.0% | 197 | +4,773 | 35.89% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 18,148 | 2,388 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Independent Advisor Alliance | History | Added to | 17,878 | 2,368 | 0.03% | 0.01% | 199 | +16,226 | 982.2% | Q1 2026 | May 12, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 17,561 | 2,327 | 0.07% | — | 200 | +17,561 | New | Q1 2026 | May 15, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 17,561 | 2,326 | 0.73% | 0.69% | 201 | -478 | -2.65% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 17,339 | 2,297 | 0.05% | 0.05% | 202 | -86 | -0.49% | Q1 2026 | Apr 27, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 17,295 | 2,291 | 0.57% | 0.56% | 203 | -571 | -3.2% | Q1 2026 | Apr 28, 2026 |
| Operose Advisors LLC | History | Reduced | 17,288 | 2,290 | 0.53% | 0.54% | 204 | -468 | -2.64% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 17,224 | 2,282 | 0.01% | 0.01% | 205 | -667 | -3.73% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 17,199 | 2,278 | 0.04% | 0.04% | 206 | -8 | -0.05% | Q1 2026 | Apr 21, 2026 |
| Almanack Investment Partners, LLC. | History | No change | 17,145 | 2,271 | 0.38% | 0.38% | 207 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 16,859 | 2,233 | 0.01% | 0.01% | 208 | -290 | -1.69% | Q1 2026 | May 14, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 16,749 | 2,219 | 0.46% | 0.47% | 209 | -675 | -3.87% | Q1 2026 | Apr 15, 2026 |
| Opes Wealth Management LLC | History | Reduced | 16,727 | 2,216 | 0.36% | 0.36% | 210 | -244 | -1.44% | Q1 2026 | Apr 28, 2026 |
| Avior Wealth Management, LLC | History | Added to | 16,584 | 2,197 | 0.06% | 0.07% | 211 | +125 | 0.76% | Q1 2026 | Apr 09, 2026 |
| Breakwater Capital Group | History | Added to | 16,513 | 2,188 | 0.29% | 0.3% | 212 | +117 | 0.71% | Q1 2026 | Apr 20, 2026 |
| Gerald Baker Financial Group LLC | History | New | 16,428 | 2,176 | 0.69% | — | 213 | +16,428 | New | Q1 2026 | May 06, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 16,200 | 2,146 | 0.79% | 0.77% | 214 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 16,086 | 2,131 | 0.01% | 0.01% | 215 | +695 | 4.52% | Q1 2026 | May 13, 2026 |
| Sageworth Trust Co | History | No change | 16,072 | 2,129 | 0.09% | 0.09% | 216 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 16,035 | 2,124 | 0.48% | 0.48% | 217 | -193 | -1.19% | Q1 2026 | Apr 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,997 | 2,119 | 0.0% | 0.0% | 218 | +2,481 | 18.36% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 15,879 | 2,103 | 0.01% | 0.01% | 219 | +3,013 | 23.42% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 15,895 | 2,091 | 0.0% | 0.0% | 220 | +122 | 0.77% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 15,785 | 2,088 | 0.65% | 0.54% | 221 | +2,982 | 23.29% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 15,799 | 2,078 | 0.01% | 0.01% | 222 | -754 | -4.56% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 15,630 | 2,070 | 0.04% | 0.04% | 223 | -487 | -3.02% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 15,288 | 2,025 | 0.03% | 0.03% | 224 | +39 | 0.26% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,270 | 2,023 | 0.07% | 0.07% | 225 | -65 | -0.42% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,067 | 2,006 | 0.02% | 0.02% | 226 | +1,319 | 9.59% | Q1 2026 | Apr 07, 2026 |
| Private Advisory Group LLC | History | New | 14,910 | 1,975 | 0.13% | — | 227 | +14,910 | New | Q1 2026 | May 08, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 14,492 | 1,920 | 0.12% | 0.1% | 228 | -513 | -3.42% | Q1 2026 | Apr 28, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 14,431 | 1,912 | 0.55% | 0.65% | 229 | -2,315 | -13.82% | Q1 2026 | May 15, 2026 |
| Wealth Care LLC | History | New | 14,264 | 1,889 | 1.68% | — | 230 | +14,264 | New | Q1 2026 | Apr 24, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 14,124 | 1,871 | 0.55% | 0.54% | 231 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14,110 | 1,856 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Advisory, LLC | History | No change | 14,000 | 1,855 | 0.18% | 0.18% | 233 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| C2C Wealth Management, LLC | History | Added to | 13,974 | 1,851 | 1.57% | 1.55% | 234 | +28 | 0.2% | Q1 2026 | Apr 20, 2026 |
| Caldwell Trust Co | History | Reduced | 13,889 | 1,840 | 0.16% | 0.16% | 235 | -147 | -1.05% | Q1 2026 | Apr 22, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 13,824 | 1,831 | 0.03% | 0.03% | 236 | -31 | -0.22% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | Added to | 13,757 | 1,822 | 0.02% | 0.02% | 237 | +289 | 2.15% | Q1 2026 | May 06, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 13,714 | 1,817 | 0.28% | 0.39% | 238 | -4,300 | -23.87% | Q1 2026 | May 06, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 13,672 | 1,811 | 0.18% | 0.18% | 239 | -187 | -1.35% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 12,766 | 1,801 | 0.04% | 0.04% | 240 | +652 | 5.38% | Q1 2026 | May 04, 2026 |
| American Trust | History | Reduced | 13,272 | 1,758 | 0.16% | 0.15% | 241 | -149 | -1.11% | Q1 2026 | May 01, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 12,736 | 1,752 | 0.21% | 0.21% | 242 | +886 | 7.48% | Q1 2026 | Apr 22, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 13,178 | 1,746 | 0.23% | 0.2% | 243 | +760 | 6.12% | Q1 2026 | Apr 08, 2026 |
| Corundum Trust Company, INC | History | No change | 13,166 | 1,744 | 3.98% | 3.94% | 244 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 13,123 | 1,738 | 0.03% | 0.03% | 245 | -891 | -6.36% | Q1 2026 | Apr 22, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,024 | 1,725 | 0.0% | — | 246 | +13,024 | New | Q1 2026 | May 12, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 12,998 | 1,722 | 0.07% | 0.06% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 12,935 | 1,713 | 0.0% | 0.0% | 248 | +9,572 | 284.63% | Q1 2026 | May 13, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 12,881 | 1,706 | 0.92% | 0.9% | 249 | -240 | -1.83% | Q1 2026 | May 14, 2026 |
| Shakespeare Wealth Management, LLC | History | Reduced | 12,772 | 1,692 | 0.4% | 0.37% | 250 | -46 | -0.36% | Q1 2026 | Apr 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 12,658 | 1,677 | 0.13% | 0.13% | 251 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Reduced | 12,624 | 1,672 | 0.05% | 0.07% | 252 | -6,455 | -33.83% | Q1 2026 | May 04, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 12,564 | 1,664 | 1.26% | 1.23% | 253 | -229 | -1.79% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO | History | No change | 12,276 | 1,645 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 12,325 | 1,633 | 0.01% | 0.01% | 255 | -69 | -0.56% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 12,239 | 1,621 | 0.0% | 0.0% | 256 | +64 | 0.53% | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 12,200 | 1,616 | 0.27% | 0.3% | 257 | -1,320 | -9.76% | Q1 2026 | May 06, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 12,098 | 1,602 | 1.39% | 1.4% | 258 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bangor Savings Bank | History | No change | 12,083 | 1,600 | 0.13% | 0.13% | 259 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 12,009 | 1,591 | 0.74% | — | 260 | +12,009 | New | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,960 | 1,584 | 0.0% | 0.0% | 261 | -1,931 | -13.9% | Q1 2026 | May 08, 2026 |
| TRUST CO OF VERMONT | History | No change | 11,997 | 1,578 | 0.07% | 0.07% | 262 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 11,865 | 1,572 | 0.3% | 0.26% | 263 | -25 | -0.21% | Q1 2026 | May 20, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 11,806 | 1,564 | 0.15% | 0.14% | 264 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Berman McAleer LLC | History | Reduced | 11,769 | 1,559 | 0.21% | 0.23% | 265 | -950 | -7.47% | Q1 2026 | Apr 17, 2026 |
| Valmark Advisers, Inc. | History | Added to | 11,765 | 1,558 | 0.02% | 0.02% | 266 | +48 | 0.41% | Q1 2026 | May 01, 2026 |
| Stenger Family Office, LLC | History | No change | 11,760 | 1,558 | 0.28% | 0.32% | 267 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BESSEMER GROUP INC | History | Reduced | 11,738 | 1,555 | 0.0% | 0.0% | 268 | -1,470 | -11.13% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11,638 | 1,542 | 0.04% | 0.04% | 269 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 11,245 | 1,489 | 0.4% | 0.42% | 270 | -54 | -0.48% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Added to | 11,046 | 1,463 | 0.01% | 0.01% | 271 | +269 | 2.5% | Q1 2026 | May 13, 2026 |
| VICUS CAPITAL | History | Reduced | 11,022 | 1,460 | 0.11% | 0.12% | 272 | -1,143 | -9.4% | Q1 2026 | Apr 22, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 10,703 | 1,418 | 0.25% | 0.25% | 273 | +288 | 2.77% | Q1 2026 | Apr 17, 2026 |
| Keenan, LLC | History | Reduced | 10,705 | 1,414 | 1.19% | 2.12% | 275 | -7,660 | -41.71% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 10,748 | 1,414 | 0.03% | 0.03% | 274 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Keel Point, LLC | History | No change | 10,657 | 1,402 | 0.08% | 0.08% | 276 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 10,375 | 1,374 | 0.65% | 0.61% | 277 | -297 | -2.78% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 10,085 | 1,336 | 0.04% | 0.03% | 278 | +2,500 | 32.96% | Q1 2026 | May 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 10,082 | 1,335 | 0.1% | 0.1% | 279 | -1,645 | -14.03% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,044 | 1,330 | 0.01% | 0.01% | 280 | +1,195 | 13.5% | Q1 2026 | May 08, 2026 |
| FULTON BANK, N.A. | History | Added to | 9,541 | 1,264 | 0.04% | 0.04% | 281 | +65 | 0.69% | Q1 2026 | Apr 24, 2026 |
| NWAM LLC | History | Reduced | 9,391 | 1,244 | 0.07% | 0.07% | 282 | -266 | -2.75% | Q1 2026 | May 04, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 9,395 | 1,244 | 0.45% | 0.44% | 283 | +162 | 1.75% | Q1 2026 | May 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 9,337 | 1,237 | 0.39% | 0.38% | 284 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| AMG National Trust Bank | History | Added to | 9,325 | 1,235 | 0.03% | 0.03% | 285 | +482 | 5.45% | Q1 2026 | May 04, 2026 |
| HighMark Wealth Management LLC | History | Added to | 9,274 | 1,228 | 0.5% | 0.5% | 286 | +10 | 0.11% | Q1 2026 | May 05, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 9,157 | 1,213 | 0.65% | 0.81% | 287 | -1,874 | -16.99% | Q1 2026 | May 14, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 8,966 | 1,187 | 0.1% | 0.1% | 288 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 8,925 | 1,182 | 0.05% | 0.05% | 289 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| Financial Partners Group, Inc | History | Reduced | 8,849 | 1,172 | 0.14% | 0.14% | 290 | -102 | -1.14% | Q1 2026 | Apr 10, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 8,845 | 1,171 | 0.09% | 0.1% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 8,750 | 1,159 | 0.0% | — | 292 | +8,750 | New | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 8,710 | 1,154 | 0.0% | 0.0% | 293 | +1,096 | 14.39% | Q1 2026 | May 11, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 8,489 | 1,117 | 0.07% | 0.07% | 294 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WealthShield Partners, LLC | History | No change | 8,425 | 1,116 | 0.12% | 0.12% | 295 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TAGStone Capital, Inc. | History | Added to | 8,384 | 1,110 | 0.39% | 0.41% | 296 | +29 | 0.35% | Q1 2026 | May 11, 2026 |
| Essex LLC | History | Reduced | 8,343 | 1,105 | 0.2% | 0.2% | 297 | -143 | -1.69% | Q1 2026 | Apr 24, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 8,306 | 1,100 | 0.81% | 0.83% | 298 | -308 | -3.58% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Reduced | 8,236 | 1,096 | 0.03% | 0.03% | 299 | -158 | -1.88% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 8,249 | 1,092 | 0.03% | 0.03% | 300 | +365 | 4.63% | Q1 2026 | Apr 21, 2026 |