iSHARES TRUST - IJK
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 | Added to | 7,789,591 | 783,788 | 0.05% | 0.04% | 1 | +569,558 | 7.89% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,868,364 | 590,474 | 0.11% | 0.1% | 2 | -68,205 | -1.15% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 4,600,564 | 462,908 | 0.02% | 0.02% | 3 | +425,221 | 10.18% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,612,759 | 363,515 | 0.03% | 0.03% | 4 | -11,878 | -0.33% | Q1 2026 | May 15, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 2,256,315 | 227,030 | 17.41% | — | 5 | +2,256,315 | New | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,162,666 | 217,607 | 0.02% | 0.03% | 6 | -111,380 | -4.9% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 2,086,484 | 209,942 | 0.03% | 0.03% | 7 | -93,338 | -4.28% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,961,451 | 197,361 | 0.05% | 0.05% | 8 | +92,684 | 4.96% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,934,048 | 194,603 | 0.11% | 0.1% | 9 | -5,996 | -0.31% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,478,069 | 148,723 | 0.05% | 0.06% | 10 | -358,511 | -19.52% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 1,433,081 | 144,196 | 0.04% | 0.04% | 11 | -5,448 | -0.38% | Q1 2026 | May 06, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 1,231,346 | 123,898 | 0.25% | 0.24% | 12 | -79,304 | -6.05% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,226,067 | 123,366 | 0.75% | 0.71% | 13 | +33,259 | 2.79% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,124,475 | 113,144 | 0.01% | 0.01% | 14 | -8,642 | -0.76% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,110,021 | 111,690 | 0.07% | 0.07% | 15 | +24,285 | 2.24% | Q1 2026 | May 07, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,041,989 | 104,844 | 19.76% | — | 16 | +1,041,989 | New | Q1 2026 | Apr 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 949,569 | 95,545 | 0.02% | 0.01% | 17 | +128,011 | 15.58% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 945,865 | 95,231 | 0.02% | 0.02% | 18 | -30,139 | -3.09% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 903,223 | 87,811 | 0.01% | 0.01% | 19 | +18,119 | 2.05% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 722,750 | 72,723 | 0.41% | 0.4% | 20 | -833 | -0.12% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 591,381 | 59,504 | 0.08% | 0.08% | 21 | -16,585 | -2.73% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 574,619 | 56,774 | 0.03% | 0.03% | 22 | +148,504 | 34.85% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 558,716 | 56,218 | 0.21% | 0.2% | 23 | -4,554 | -0.81% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 551,904 | 55,532 | 0.01% | 0.01% | 24 | +17,057 | 3.19% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 538,870 | 54,220 | 0.06% | 0.06% | 25 | -42,318 | -7.28% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 530,687 | 53,397 | 0.08% | 0.07% | 26 | +29,888 | 5.97% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 491,460 | 50,001 | 0.86% | 0.0% | 27 | +489,007 | 19935.06% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 496,025 | 49,909 | 1.65% | 1.61% | 28 | -5,841 | -1.16% | Q1 2026 | Apr 22, 2026 |
| BOKF, NA | History | Added to | 482,566 | 48,555 | 0.74% | 0.71% | 29 | +6,813 | 1.43% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 472,625 | 47,555 | 0.02% | 0.02% | 30 | -44,577 | -8.62% | Q1 2026 | May 13, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 464,283 | 46,716 | 2.72% | 2.84% | 31 | -10,797 | -2.27% | Q1 2026 | Apr 23, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 462,176 | 46,504 | 0.3% | 0.29% | 32 | -1,963 | -0.42% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Reduced | 453,195 | 45,600 | 0.05% | 0.05% | 33 | -20,945 | -4.42% | Q1 2026 | May 14, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 412,307 | 41,486 | 2.14% | 2.26% | 34 | -35,247 | -7.88% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 387,348 | 38,974 | 0.05% | 0.05% | 35 | -9,295 | -2.34% | Q1 2026 | Apr 27, 2026 |
| Moment Partners, LLC | History | Added to | 381,923 | 38,429 | 6.86% | 7.59% | 36 | +1,246 | 0.33% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 372,543 | 37,484 | 0.07% | 0.07% | 37 | -13,549 | -3.51% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 368,137 | 37,041 | 0.88% | 0.91% | 38 | -31,839 | -7.96% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 322,074 | 32,402 | 0.04% | 0.04% | 39 | -27,700 | -7.92% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 307,696 | 30,960 | 0.09% | 0.08% | 40 | +20,210 | 7.03% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 306,286 | 30,818 | 0.16% | 0.16% | 41 | +6,597 | 2.2% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 295,026 | 29,685 | 0.05% | 0.04% | 42 | +151,240 | 105.18% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 280,395 | 28,213 | 0.05% | 0.05% | 43 | +18,693 | 7.14% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 259,131 | 26,073 | 0.13% | 0.14% | 44 | -2,583 | -0.99% | Q1 2026 | May 04, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 256,372 | 25,796 | 1.44% | 1.55% | 45 | -28,497 | -10.0% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 246,667 | 24,819 | 0.04% | 0.04% | 46 | +1,285 | 0.52% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 231,726 | 23,316 | 0.02% | 0.02% | 47 | +5,059 | 2.23% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 216,732 | 21,807 | 0.52% | 0.48% | 48 | -5,588 | -2.51% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 212,590 | 21,391 | 2.43% | 2.32% | 49 | +587 | 0.28% | Q1 2026 | Apr 16, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 212,240 | 21,355 | 0.45% | 0.42% | 50 | +5,184 | 2.5% | Q1 2026 | May 07, 2026 |
| Hudson Capital Management LLC | History | Added to | 206,070 | 20,734 | 5.36% | 4.7% | 51 | +12,600 | 6.51% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 204,788 | 20,605 | 0.01% | 0.01% | 52 | +16,821 | 8.95% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 194,330 | 19,553 | 0.38% | 0.38% | 53 | -16,118 | -7.66% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Added to | 192,490 | 19,368 | 0.66% | 0.56% | 54 | +24,625 | 14.67% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 189,533 | 19,073 | 0.02% | 0.02% | 55 | -9,943 | -4.98% | Q1 2026 | May 12, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 185,467 | 18,661 | 5.53% | 5.37% | 56 | +1,656 | 0.9% | Q1 2026 | May 06, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 182,728 | 18,386 | 2.29% | 2.86% | 57 | -58,753 | -24.33% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 180,031 | 18,114 | 0.07% | 0.07% | 58 | +4,272 | 2.43% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 177,634 | 17,873 | 0.5% | 0.54% | 59 | -12,528 | -6.59% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 174,596 | 17,786 | 1.59% | 1.6% | 60 | -6,710 | -3.7% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 165,073 | 16,609 | 0.19% | 0.18% | 61 | -3,410 | -2.02% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 164,135 | 16,515 | 0.0% | 0.0% | 62 | +120,300 | 274.44% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 162,900 | 16,396 | 0.02% | 0.02% | 63 | -4,362 | -2.61% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 158,547 | 15,952 | 0.45% | 0.47% | 64 | -950 | -0.6% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 156,931 | 15,790 | 0.13% | 0.0% | 65 | +154,837 | 7394.32% | Q1 2026 | May 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 151,611 | 15,255 | 1.9% | 1.87% | 66 | -2,037 | -1.33% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 145,980 | 14,688 | 0.5% | 0.01% | 67 | +141,669 | 3286.22% | Q1 2026 | Apr 07, 2026 |
| COMERICA BANK | History | No change | 151,345 | 14,662 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 145,681 | 14,658 | 0.11% | 0.12% | 69 | -1,674 | -1.14% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 141,895 | 14,278 | 0.04% | 0.03% | 70 | +34,265 | 31.84% | Q1 2026 | Apr 30, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 140,669 | 14,154 | 3.74% | 3.54% | 71 | -1,656 | -1.16% | Q1 2026 | Apr 22, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 140,036 | 14,090 | 0.58% | 0.56% | 72 | -641 | -0.46% | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 132,237 | 13,305 | 0.1% | 0.1% | 73 | +2,539 | 1.96% | Q1 2026 | May 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 122,134 | 12,289 | 0.58% | — | 74 | +122,134 | New | Q1 2026 | May 18, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 120,837 | 12,158 | 0.46% | 0.45% | 75 | -3,435 | -2.76% | Q1 2026 | Apr 16, 2026 |
| PW Nova Financial Services LLC | History | Added to | 119,077 | 11,981 | 3.0% | 4.38% | 76 | +1,417 | 1.2% | Q1 2026 | Apr 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 143,448 | 11,549 | 0.07% | 0.13% | 77 | -55,074 | -27.74% | Q1 2026 | May 15, 2026 |
| AlTi Global, Inc. | History | Reduced | 112,998 | 11,369 | 0.25% | 0.24% | 78 | -711 | -0.63% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 105,308 | 10,596 | 0.06% | 0.06% | 79 | +5,297 | 5.3% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 102,055 | 10,268 | 0.01% | 0.01% | 80 | -5,153 | -4.81% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 102,025 | 10,265 | 0.24% | 0.22% | 81 | +8,686 | 9.31% | Q1 2026 | May 11, 2026 |
| White Pine Investment CO | History | Added to | 101,275 | 10,190 | 2.37% | 2.31% | 82 | +292 | 0.29% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 101,173 | 10,180 | 0.01% | 0.01% | 83 | -1,010 | -0.99% | Q1 2026 | Apr 30, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 100,594 | 10,121 | 0.23% | 0.03% | 84 | +86,609 | 619.3% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 100,001 | 10,062 | 0.0% | — | 85 | +100,001 | New | Q1 2026 | May 12, 2026 |
| DDFG, Inc | History | Added to | 99,973 | 10,059 | 2.17% | 1.61% | 86 | +24,025 | 31.63% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | Added to | 99,862 | 10,048 | 0.05% | 0.04% | 87 | +21,541 | 27.5% | Q1 2026 | Apr 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 93,755 | 9,433 | 0.53% | 0.52% | 88 | -622 | -0.66% | Q1 2026 | Apr 20, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 92,714 | 9,328 | 6.37% | 6.08% | 89 | -1,006 | -1.07% | Q1 2026 | May 04, 2026 |
| Blue Edge Capital, LLC | History | No change | 95,701 | 9,271 | 1.24% | 1.24% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 87,643 | 8,818 | 0.23% | 0.22% | 91 | +278 | 0.32% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 85,576 | 8,610 | 0.05% | 0.04% | 92 | +1,105 | 1.31% | Q1 2026 | May 05, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 83,841 | 8,436 | 0.41% | 0.39% | 93 | -553 | -0.66% | Q1 2026 | May 04, 2026 |
| OFS Enterprise LLC | History | New | 82,207 | 8,271 | 2.43% | — | 94 | +82,207 | New | Q1 2026 | Apr 09, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | Added to | 79,393 | 7,988 | 1.16% | 1.1% | 95 | +418 | 0.53% | Q1 2026 | Apr 17, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 78,860 | 7,934 | 1.5% | 1.31% | 96 | -1,528 | -1.9% | Q1 2026 | May 20, 2026 |
| Callan Family Office, LLC | History | Added to | 78,813 | 7,930 | 0.18% | 0.16% | 97 | +105 | 0.13% | Q1 2026 | May 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 77,366 | 7,784 | 0.16% | 0.17% | 98 | -10,226 | -11.67% | Q1 2026 | May 14, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 77,150 | 7,762 | 0.79% | 0.76% | 99 | -180 | -0.23% | Q1 2026 | May 04, 2026 |
| Oldfather Financial Services, LLC | History | No change | 78,565 | 7,611 | 2.27% | 2.27% | 100 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| First Citizens Financial Corp | History | Reduced | 73,432 | 7,388 | 3.49% | 3.52% | 101 | -117 | -0.16% | Q1 2026 | Apr 07, 2026 |
| Heritage Trust Co | History | Added to | 73,272 | 7,372 | 0.74% | 0.7% | 102 | +2,365 | 3.34% | Q1 2026 | May 13, 2026 |
| Denver PWM, LLC | History | Reduced | 65,240 | 7,353 | 2.53% | 2.48% | 103 | -16,388 | -20.08% | Q1 2026 | May 12, 2026 |
| GREENLEAF TRUST | History | Reduced | 71,845 | 7,229 | 0.07% | 0.07% | 104 | -4,556 | -5.96% | Q1 2026 | Apr 27, 2026 |
| Mechanics Bank Trust Department | History | Added to | 71,228 | 7,166 | 0.99% | 0.9% | 105 | +218 | 0.31% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | New | 70,740 | 7,117 | 0.08% | — | 106 | +70,740 | New | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 69,863 | 7,029 | 0.11% | 0.12% | 107 | +8,501 | 13.85% | Q1 2026 | May 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 67,659 | 6,883 | 0.06% | 0.07% | 108 | +559 | 0.83% | Q1 2026 | Apr 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 68,061 | 6,848 | 0.04% | 0.04% | 109 | +1,751 | 2.64% | Q1 2026 | Apr 27, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 67,318 | 6,773 | 0.33% | 0.3% | 110 | -271 | -0.4% | Q1 2026 | Apr 09, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 67,012 | 6,742 | 2.02% | 1.76% | 111 | +1,042 | 1.58% | Q1 2026 | Apr 15, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 66,811 | 6,722 | 0.3% | — | 112 | +66,811 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 65,418 | 6,582 | 0.01% | 0.01% | 113 | +26,478 | 68.0% | Q1 2026 | May 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | New | 64,569 | 6,496 | 0.85% | — | 114 | +64,569 | New | Q1 2026 | May 04, 2026 |
| JNBA Financial Advisors | History | Reduced | 63,759 | 6,415 | 0.53% | 0.58% | 115 | -4,950 | -7.2% | Q1 2026 | Apr 22, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 62,308 | 6,269 | 2.04% | 1.88% | 116 | -648 | -1.03% | Q1 2026 | May 07, 2026 |
| InvesTrust | History | No change | 60,384 | 6,075 | 2.55% | 2.26% | 117 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 59,470 | 5,985 | 1.42% | 1.34% | 118 | -146 | -0.24% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 58,736 | 5,910 | 0.1% | 0.08% | 119 | +8,920 | 17.91% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 58,050 | 5,840 | 0.37% | 0.37% | 120 | +373 | 0.65% | Q1 2026 | May 15, 2026 |
| Asset Management Group, Inc. | History | Added to | 57,388 | 5,774 | 0.93% | 0.9% | 121 | +52 | 0.09% | Q1 2026 | May 15, 2026 |
| Causey Wealth LLC | History | Added to | 56,777 | 5,712 | 2.42% | 2.57% | 122 | +2,344 | 4.31% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 56,000 | 5,629 | 0.03% | 0.03% | 123 | +3,375 | 6.41% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 54,868 | 5,520 | 0.03% | 0.03% | 124 | -2,320 | -4.06% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 53,530 | 5,386 | 0.07% | 0.06% | 125 | +3,127 | 6.2% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 52,222 | 5,254 | 0.04% | 0.01% | 126 | +41,583 | 390.85% | Q1 2026 | Apr 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 52,188 | 5,251 | 0.06% | 0.05% | 127 | +10,880 | 26.34% | Q1 2026 | May 13, 2026 |
| Berman McAleer LLC | History | Reduced | 51,376 | 5,169 | 0.71% | 0.72% | 128 | -2,875 | -5.3% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 51,539 | 5,168 | 0.01% | 0.01% | 129 | -10,010 | -16.26% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | New | 50,002 | 5,031 | 0.26% | — | 130 | +50,002 | New | Q1 2026 | Apr 28, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 49,994 | 5,030 | 0.54% | 0.48% | 131 | +1,198 | 2.46% | Q1 2026 | Apr 21, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 49,947 | 5,025 | 0.15% | 0.14% | 132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Added to | 49,670 | 4,997 | 0.02% | 0.02% | 133 | +1,252 | 2.59% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 48,971 | 4,927 | 0.07% | 0.07% | 134 | -4,670 | -8.71% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 48,775 | 4,908 | 0.01% | 0.01% | 135 | +97 | 0.2% | Q1 2026 | Apr 22, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 48,459 | 4,875 | 0.32% | 0.3% | 136 | -711 | -1.45% | Q1 2026 | Apr 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 45,373 | 4,849 | 0.09% | 0.02% | 137 | +42,152 | 1308.66% | Q1 2026 | May 01, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 45,246 | 4,552 | 0.29% | 0.28% | 138 | +1,959 | 4.53% | Q1 2026 | Apr 27, 2026 |
| Brightwater Advisory LLC | History | Reduced | 44,574 | 4,485 | 2.97% | 3.02% | 139 | -1,564 | -3.39% | Q1 2026 | Apr 30, 2026 |
| Perkins Coie Trust Co | History | Reduced | 44,429 | 4,470 | 0.86% | 0.8% | 140 | -66 | -0.15% | Q1 2026 | Apr 15, 2026 |
| Circle Wealth Management, LLC | History | No change | 44,000 | 4,427 | 0.06% | 0.07% | 141 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 43,785 | 4,405 | 1.3% | 1.24% | 142 | -460 | -1.04% | Q1 2026 | Apr 13, 2026 |
| Net Worth Advisory Group | History | Reduced | 43,354 | 4,362 | 0.9% | 0.85% | 143 | -78 | -0.18% | Q1 2026 | May 05, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 43,084 | 4,335 | 1.58% | 1.55% | 144 | -584 | -1.34% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 42,349 | 4,261 | 0.0% | 0.0% | 145 | -27 | -0.06% | Q1 2026 | May 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 39,054 | 4,239 | 0.07% | 0.03% | 146 | +19,157 | 96.28% | Q1 2026 | May 15, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 42,054 | 4,231 | 0.81% | 0.78% | 147 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 41,360 | 4,162 | 0.03% | 0.03% | 148 | +1,766 | 4.46% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 37,045 | 4,067 | 0.28% | 0.27% | 149 | -538 | -1.43% | Q1 2026 | Apr 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 40,245 | 4,049 | 0.01% | 0.01% | 150 | -1,062 | -2.57% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Reduced | 39,613 | 3,985 | 0.06% | 0.05% | 151 | -2,047 | -4.91% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 39,041 | 3,928 | 0.01% | 0.0% | 152 | +2,864 | 7.92% | Q1 2026 | May 13, 2026 |
| Idaho Trust Co | History | Reduced | 38,938 | 3,917 | 1.27% | 1.66% | 153 | -12,722 | -24.63% | Q1 2026 | May 08, 2026 |
| Triangle Securities Wealth Management | History | Added to | 38,732 | 3,897 | 0.88% | 0.77% | 154 | +1,071 | 2.84% | Q1 2026 | Apr 20, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 38,532 | 3,877 | 1.69% | 1.61% | 155 | -88 | -0.23% | Q1 2026 | May 05, 2026 |
| Lee-Kelleher Wealth Management | History | Reduced | 38,480 | 3,871 | 2.3% | 2.24% | 156 | -268 | -0.69% | Q1 2026 | Apr 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 38,420 | 3,865 | 0.13% | 0.13% | 157 | -730 | -1.86% | Q1 2026 | Apr 17, 2026 |
| ANB BANK | History | Added to | 38,364 | 3,860 | 1.56% | 1.43% | 158 | +1,198 | 3.22% | Q1 2026 | May 06, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 38,326 | 3,856 | 0.78% | 0.74% | 159 | -564 | -1.45% | Q1 2026 | Apr 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 37,829 | 3,853 | 0.01% | 0.01% | 160 | -13,746 | -26.65% | Q1 2026 | Apr 08, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 37,983 | 3,821 | 1.46% | 1.4% | 161 | +1,567 | 4.3% | Q1 2026 | Apr 21, 2026 |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | History | Added to | 37,028 | 3,725 | 4.67% | 3.15% | 162 | +9,365 | 33.85% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 37,970 | 3,678 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 36,431 | 3,665 | 1.37% | 1.49% | 164 | -6,317 | -14.78% | Q1 2026 | May 08, 2026 |
| LTG Capital LLC | History | Reduced | 36,397 | 3,662 | 2.8% | 2.78% | 165 | -440 | -1.19% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 36,106 | 3,632 | 0.03% | 0.04% | 166 | -287 | -0.79% | Q1 2026 | May 06, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 35,425 | 3,564 | 0.71% | 0.62% | 167 | +4,675 | 15.2% | Q1 2026 | Apr 09, 2026 |
| CWM, LLC | History | Added to | 35,090 | 3,530 | 0.01% | 0.01% | 168 | +417 | 1.2% | Q1 2026 | May 14, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 34,574 | 3,478 | 0.39% | — | 169 | +34,574 | New | Q1 2026 | May 07, 2026 |
| M1 Capital Management LLC | History | Reduced | 34,183 | 3,439 | 1.58% | 1.42% | 170 | -1,029 | -2.92% | Q1 2026 | May 08, 2026 |
| Ironwood Financial, llc | History | Added to | 33,870 | 3,408 | 0.6% | 0.58% | 171 | +466 | 1.4% | Q1 2026 | Apr 16, 2026 |
| Midwest Trust Co | History | Reduced | 33,868 | 3,407 | 0.04% | 0.04% | 172 | -894 | -2.57% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 33,694 | 3,390 | 0.22% | 0.21% | 173 | +207 | 0.62% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 33,134 | 3,333 | 0.02% | 0.02% | 174 | +1,401 | 4.41% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 33,008 | 3,321 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 32,664 | 3,286 | 0.02% | 0.02% | 176 | +2,315 | 7.63% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 32,350 | 3,255 | 0.01% | 0.01% | 177 | -1,696 | -4.98% | Q1 2026 | May 08, 2026 |
| COMMERCE BANK | History | Added to | 32,138 | 3,233 | 0.02% | 0.01% | 178 | +4,983 | 18.35% | Q1 2026 | May 11, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 31,988 | 3,218 | 0.45% | 0.42% | 179 | -608 | -1.87% | Q1 2026 | Apr 13, 2026 |
| Segment Wealth Management, LLC | History | No change | 31,700 | 3,189 | 0.19% | 0.18% | 180 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 31,287 | 3,148 | 0.08% | — | 181 | +31,287 | New | Q1 2026 | May 15, 2026 |
| Main Management LLC | History | Added to | 31,131 | 3,132 | 0.23% | 0.18% | 182 | +5,917 | 23.47% | Q1 2026 | May 14, 2026 |
| UNITED BANK | History | Added to | 31,076 | 3,126 | 0.4% | 0.39% | 183 | +275 | 0.89% | Q1 2026 | May 11, 2026 |
| Somerset Group LLC | History | Reduced | 28,074 | 3,082 | 2.29% | 2.15% | 184 | -151 | -0.53% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 30,611 | 3,079 | 0.01% | — | 185 | +30,611 | New | Q1 2026 | May 01, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 30,538 | 3,072 | 0.77% | 0.74% | 186 | -1,135 | -3.58% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | Reduced | 29,972 | 3,015 | 0.25% | 0.24% | 187 | -496 | -1.63% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 29,891 | 3,007 | 0.04% | 0.04% | 188 | +961 | 3.32% | Q1 2026 | Apr 23, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 29,365 | 2,954 | 0.31% | 0.35% | 189 | +1,747 | 6.33% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Reduced | 29,046 | 2,922 | 0.08% | 0.08% | 190 | -1,458 | -4.78% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 28,974 | 2,915 | 0.0% | 0.0% | 191 | +15,421 | 113.78% | Q1 2026 | May 15, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 28,405 | 2,858 | 1.51% | 1.39% | 192 | +1,519 | 5.65% | Q1 2026 | May 08, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 28,240 | 2,841 | 0.65% | 0.62% | 193 | -215 | -0.76% | Q1 2026 | Apr 15, 2026 |
| Stordahl Capital Management, Inc. | History | Reduced | 27,515 | 2,768 | 0.57% | 0.59% | 194 | -1,921 | -6.53% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 27,199 | 2,736 | 0.04% | 0.03% | 195 | +7,037 | 34.9% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | New | 26,531 | 2,669 | 0.18% | — | 196 | +26,531 | New | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 26,452 | 2,661 | 0.03% | 0.03% | 197 | +591 | 2.29% | Q1 2026 | Apr 20, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 26,350 | 2,651 | 0.39% | 0.38% | 198 | -1,100 | -4.01% | Q1 2026 | Apr 21, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 25,834 | 2,599 | 1.4% | 1.49% | 199 | -1,891 | -6.82% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 25,466 | 2,562 | 0.09% | 0.08% | 200 | -695 | -2.66% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 25,350 | 2,550 | 0.04% | 0.01% | 201 | +20,770 | 453.49% | Q1 2026 | May 15, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 25,322 | 2,547 | 0.07% | 0.07% | 202 | -739 | -2.84% | Q1 2026 | Apr 10, 2026 |
| CX Institutional | History | Added to | 25,221 | 2,538 | 0.08% | 0.07% | 203 | +296 | 1.19% | Q1 2026 | Apr 06, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 25,948 | 2,513 | 3.19% | — | 204 | +25,948 | New | Q1 2026 | May 07, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 24,713 | 2,486 | 0.1% | 0.09% | 205 | -50 | -0.2% | Q1 2026 | May 14, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 24,592 | 2,474 | 0.26% | 0.27% | 206 | -2,046 | -7.68% | Q1 2026 | Apr 13, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 24,515 | 2,466 | 1.67% | 1.45% | 207 | +1,816 | 8.0% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 24,280 | 2,443 | 0.04% | 0.04% | 208 | +1,381 | 6.03% | Q1 2026 | Apr 22, 2026 |
| Transcendent Capital Group LLC | History | Reduced | 23,695 | 2,384 | 1.09% | 1.68% | 209 | -14,668 | -38.23% | Q1 2026 | Apr 27, 2026 |
| Balboa Wealth Partners | History | Added to | 23,542 | 2,368 | 0.4% | 0.06% | 210 | +19,962 | 557.6% | Q1 2026 | Apr 16, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 23,347 | 2,349 | 0.68% | 0.74% | 211 | -2,401 | -9.32% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 23,105 | 2,324 | 0.02% | 0.02% | 212 | -26 | -0.11% | Q1 2026 | May 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 22,759 | 2,290 | 0.06% | 0.06% | 213 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Codex Capital Asset Management L.L.C. | History | No change | 22,500 | 2,263 | 0.88% | 0.79% | 214 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,418 | 2,255 | 0.0% | 0.0% | 215 | +2,257 | 11.19% | Q1 2026 | May 15, 2026 |
| Corundum Trust Company, INC | History | Added to | 22,354 | 2,249 | 5.14% | 4.79% | 216 | +610 | 2.81% | Q1 2026 | Apr 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 23,190 | 2,246 | 0.0% | 0.0% | 217 | -2,151 | -8.49% | Q1 2026 | May 15, 2026 |
| Three Seasons Wealth, LLC | History | New | 22,216 | 2,235 | 0.85% | — | 218 | +22,216 | New | Q1 2026 | May 05, 2026 |
| Operose Advisors LLC | History | Reduced | 21,984 | 2,212 | 0.51% | 0.5% | 219 | -5 | -0.02% | Q1 2026 | May 12, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 21,980 | 2,211 | 0.02% | 0.02% | 220 | -606 | -2.68% | Q1 2026 | May 13, 2026 |
| Stenger Family Office, LLC | History | No change | 21,981 | 2,211 | 0.39% | 0.44% | 221 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 21,652 | 2,178 | 0.06% | 0.05% | 222 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 21,581 | 2,171 | 0.75% | 0.77% | 223 | -544 | -2.46% | Q1 2026 | Apr 23, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 21,394 | 2,152 | 0.05% | 0.05% | 224 | +905 | 4.42% | Q1 2026 | May 15, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Added to | 21,179 | 2,131 | 1.0% | 0.89% | 225 | +2 | 0.01% | Q1 2026 | May 14, 2026 |
| Argent Advisors, Inc. | History | Added to | 21,116 | 2,124 | 0.58% | 0.36% | 226 | +7,632 | 56.6% | Q1 2026 | Apr 24, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 21,003 | 2,113 | 0.07% | 0.07% | 227 | -2,282 | -9.8% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 20,800 | 2,092 | 0.0% | — | 228 | +20,800 | New | Q1 2026 | May 14, 2026 |
| Davis Investment Partners, LLC | History | No change | 20,650 | 2,077 | 0.73% | 0.71% | 229 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 20,482 | 2,060 | 0.0% | 0.0% | 230 | +1,565 | 8.27% | Q1 2026 | May 13, 2026 |
| Axis Wealth Partners, LLC | History | Reduced | 20,157 | 2,028 | 1.08% | 1.12% | 231 | -769 | -3.67% | Q1 2026 | Apr 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 20,816 | 2,023 | 0.0% | 0.0% | 232 | +1,790 | 9.41% | Q1 2026 | May 15, 2026 |
| Darrow Company, Inc. | History | Added to | 20,082 | 2,020 | 0.91% | 0.87% | 233 | +2 | 0.01% | Q1 2026 | Apr 20, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 19,830 | 1,995 | 0.78% | 0.75% | 234 | -130 | -0.65% | Q1 2026 | May 12, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | New | 19,792 | 1,991 | 0.92% | — | 235 | +19,792 | New | Q1 2026 | Apr 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 19,643 | 1,976 | 0.01% | 0.04% | 236 | -45,338 | -69.77% | Q1 2026 | Apr 14, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 19,606 | 1,972 | 0.05% | 0.05% | 237 | -11 | -0.06% | Q1 2026 | May 04, 2026 |
| C2C Wealth Management, LLC | History | Added to | 19,455 | 1,957 | 1.66% | 1.59% | 238 | +20 | 0.1% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | New | 19,429 | 1,954 | 0.0% | — | 239 | +19,429 | New | Q1 2026 | May 12, 2026 |
| Royal Fund Management, LLC | History | Added to | 18,519 | 1,941 | 0.18% | 0.12% | 241 | +5,385 | 41.0% | Q1 2026 | May 19, 2026 |
| BESSEMER GROUP INC | History | Reduced | 19,290 | 1,941 | 0.0% | 0.0% | 240 | -3,950 | -17.0% | Q1 2026 | May 06, 2026 |
| Allegheny Financial Group | History | Added to | 19,169 | 1,928 | 0.26% | 0.24% | 242 | +2,118 | 12.42% | Q1 2026 | Apr 16, 2026 |
| WHITTIER TRUST CO | History | Reduced | 18,642 | 1,904 | 0.02% | 0.02% | 243 | -58 | -0.31% | Q1 2026 | Apr 28, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 18,876 | 1,899 | 0.14% | 0.14% | 244 | +6 | 0.03% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 18,625 | 1,874 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 19,341 | 1,873 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Clear Creek Financial Management, LLC | History | New | 18,525 | 1,863 | 0.14% | — | 247 | +18,525 | New | Q1 2026 | Apr 22, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 18,444 | 1,855 | 0.42% | 0.4% | 248 | +23 | 0.12% | Q1 2026 | Apr 20, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 18,392 | 1,850 | 0.15% | 0.12% | 249 | +1,590 | 9.46% | Q1 2026 | Apr 23, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 18,039 | 1,815 | 0.06% | 0.06% | 250 | -359 | -1.95% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 17,996 | 1,810 | 0.01% | 0.02% | 251 | -26,404 | -59.47% | Q1 2026 | Apr 29, 2026 |
| CIBC Bancorp USA Inc. | History | New | 17,842 | 1,795 | 0.0% | — | 252 | +17,842 | New | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 17,619 | 1,772 | 0.02% | 0.03% | 253 | -2,129 | -10.78% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 17,577 | 1,768 | 0.09% | 0.09% | 254 | -10 | -0.06% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 17,559 | 1,766 | 0.03% | 0.03% | 255 | -36 | -0.2% | Q1 2026 | Apr 21, 2026 |
| StoneX Group Inc. | History | Reduced | 17,076 | 1,718 | 0.09% | 0.28% | 256 | -48,775 | -74.07% | Q1 2026 | May 14, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 16,980 | 1,708 | 0.46% | 0.47% | 257 | -73 | -0.43% | Q1 2026 | Apr 24, 2026 |
| FULTON BANK, N.A. | History | Added to | 16,804 | 1,690 | 0.06% | 0.05% | 258 | +1,791 | 11.93% | Q1 2026 | Apr 24, 2026 |
| Columbia Bank | History | Reduced | 16,796 | 1,690 | 0.48% | 0.48% | 259 | -1,074 | -6.01% | Q1 2026 | Apr 28, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 16,582 | 1,668 | 0.14% | 0.14% | 260 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 16,864 | 1,633 | 0.07% | 0.07% | 261 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 15,927 | 1,602 | 0.86% | 0.82% | 262 | -315 | -1.94% | Q1 2026 | May 14, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 15,827 | 1,592 | 0.05% | 0.04% | 263 | +94 | 0.6% | Q1 2026 | May 14, 2026 |
| TAGStone Capital, Inc. | History | Added to | 15,753 | 1,585 | 0.56% | 0.55% | 264 | +632 | 4.18% | Q1 2026 | May 11, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | No change | 15,632 | 1,572 | 0.49% | 0.47% | 265 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 15,612 | 1,570 | 1.35% | 1.39% | 266 | -899 | -5.44% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 15,490 | 1,558 | 0.26% | 0.29% | 267 | -2,411 | -13.47% | Q1 2026 | May 06, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 15,274 | 1,536 | 0.09% | 0.09% | 268 | -266 | -1.71% | Q1 2026 | Apr 30, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 15,133 | 1,522 | 0.12% | 0.12% | 269 | -586 | -3.73% | Q1 2026 | May 07, 2026 |
| River Wealth Advisors LLC | History | Reduced | 15,078 | 1,517 | 0.17% | 0.17% | 270 | -374 | -2.42% | Q1 2026 | May 13, 2026 |
| Kozak & Associates, Inc. | History | Reduced | 14,179 | 1,514 | 0.3% | 0.28% | 271 | -111 | -0.78% | Q1 2026 | Apr 14, 2026 |
| Finley Financial, LLC | History | No change | 15,037 | 1,513 | 0.71% | 0.67% | 272 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 14,948 | 1,504 | 0.02% | 0.02% | 273 | -577 | -3.72% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 14,788 | 1,487 | 0.0% | 0.0% | 274 | +9,815 | 197.37% | Q1 2026 | May 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 14,515 | 1,460 | 0.09% | 0.09% | 275 | +4 | 0.03% | Q1 2026 | May 14, 2026 |
| Keenan, LLC | History | Reduced | 14,245 | 1,429 | 1.21% | 2.13% | 276 | -10,772 | -43.06% | Q1 2026 | Apr 22, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 14,036 | 1,412 | 0.25% | 0.24% | 277 | +5 | 0.04% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 13,935 | 1,402 | 0.02% | 0.02% | 278 | +2,203 | 18.78% | Q1 2026 | May 15, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 13,800 | 1,388 | 0.06% | 0.05% | 279 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 13,742 | 1,382 | 0.1% | 0.09% | 280 | +125 | 0.92% | Q1 2026 | Apr 10, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 13,631 | 1,371 | 0.01% | 0.01% | 281 | -7,409 | -35.21% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | No change | 13,609 | 1,369 | 0.05% | 0.04% | 282 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CITY HOLDING CO | History | Reduced | 13,573 | 1,365 | 0.17% | 0.16% | 283 | -73 | -0.53% | Q1 2026 | Apr 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 13,498 | 1,358 | 0.04% | 0.03% | 284 | +3,340 | 32.88% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 13,825 | 1,339 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VICUS CAPITAL | History | Reduced | 13,292 | 1,337 | 0.1% | 0.1% | 286 | -1,132 | -7.85% | Q1 2026 | Apr 22, 2026 |
| VestGen Advisors, LLC | History | New | 11,897 | 1,332 | 0.04% | — | 287 | +11,897 | New | Q1 2026 | May 14, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 13,200 | 1,328 | 2.03% | 1.85% | 288 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Slow Capital, Inc. | History | Reduced | 13,196 | 1,327 | 0.17% | 0.18% | 289 | -2,124 | -13.86% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 13,080 | 1,316 | 0.01% | 0.01% | 290 | -232 | -1.74% | Q1 2026 | May 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 12,961 | 1,304 | 0.06% | 0.1% | 292 | -10,904 | -45.69% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 12,964 | 1,304 | 0.05% | 0.06% | 291 | +143 | 1.12% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,918 | 1,299 | 0.03% | 0.03% | 293 | -451 | -3.37% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 12,907 | 1,298 | 0.1% | 0.12% | 294 | -4,026 | -23.78% | Q1 2026 | Apr 16, 2026 |
| Fiduciary Alliance LLC | History | Added to | 11,911 | 1,279 | 0.08% | 0.07% | 295 | +208 | 1.78% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,690 | 1,276 | 0.02% | 0.02% | 296 | -48 | -0.38% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | No change | 12,652 | 1,273 | 0.05% | 0.05% | 297 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 12,571 | 1,266 | 0.4% | 0.32% | 298 | +2,296 | 22.35% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 12,567 | 1,264 | 0.02% | 0.02% | 299 | -2,290 | -15.41% | Q1 2026 | May 12, 2026 |
| Watchman Group, Inc. | History | Reduced | 12,537 | 1,261 | 0.31% | 0.31% | 300 | -1,015 | -7.49% | Q1 2026 | Apr 20, 2026 |