iSHARES TRUST - IJR
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 | 43,438,406 | 5,399,828 | 3.32% | 3.24% | 1 | +875,819 | 2.06% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 33,815,305 | 4,203,580 | 0.31% | 0.29% | 2 | +209,882 | 0.62% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 23,576,940 | 2,930,849 | 0.15% | 0.13% | 3 | +2,190,712 | 10.24% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,864,667 | 2,420,264 | 1.16% | 1.19% | 4 | +3,603,962 | 22.16% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 18,233,380 | 2,266,591 | 0.14% | 0.13% | 5 | +169,291 | 0.94% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,886,533 | 2,223,474 | 0.6% | 0.58% | 6 | +1,545,676 | 9.46% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 16,639,004 | 2,068,394 | 0.55% | 0.58% | 7 | -886,614 | -5.06% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 14,723,605 | 1,830,291 | 0.35% | 0.33% | 8 | -235,047 | -1.57% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,138,727 | 1,757,584 | 0.54% | 0.53% | 9 | +43,210 | 0.31% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 11,802,794 | 1,467,205 | 0.27% | 0.26% | 10 | -253,498 | -2.1% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 10,154,592 | 1,262,317 | 0.19% | 0.19% | 11 | +577,324 | 6.03% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,555,089 | 1,187,793 | 0.16% | 0.14% | 12 | +114,182 | 1.21% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 9,011,629 | 1,120,235 | 0.02% | 0.02% | 13 | +492,231 | 5.78% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,720,457 | 959,730 | 1.95% | 1.78% | 14 | -101,065 | -1.29% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,569,528 | 940,968 | 0.54% | 0.52% | 15 | -388,098 | -4.88% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,399,368 | 919,815 | 0.16% | 0.14% | 16 | +112,788 | 1.55% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,588,309 | 818,992 | 0.09% | 0.1% | 17 | +115,462 | 1.78% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 6,512,927 | 809,621 | 5.45% | 5.42% | 18 | +43,048 | 0.67% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,464,078 | 803,549 | 1.26% | 1.15% | 19 | +330,153 | 5.38% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 5,263,528 | 654,309 | 9.92% | 8.75% | 20 | -972,729 | -15.6% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,917,393 | 611,281 | 0.82% | 0.74% | 21 | +273,174 | 5.88% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,860,873 | 604,255 | 0.73% | 0.69% | 22 | -37,970 | -0.78% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,957,174 | 595,753 | 2.82% | 2.82% | 23 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 4,251,012 | 528,462 | 0.12% | 0.12% | 24 | -293,866 | -6.47% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 4,011,360 | 498,652 | 3.24% | 3.08% | 25 | +1,231 | 0.03% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,838,937 | 477,218 | 1.74% | 1.64% | 26 | +25,690 | 0.67% | Q1 2026 | Apr 24, 2026 |
| Acorns Advisers, LLC | History | Added to | 3,636,427 | 452,044 | 3.36% | 3.26% | 27 | +26,582 | 0.74% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 3,575,908 | 444,527 | 0.63% | 0.64% | 28 | -82,763 | -2.26% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,524,240 | 438,105 | 0.46% | 0.44% | 29 | +177,535 | 5.3% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,283,342 | 408,152 | 1.77% | 1.63% | 30 | +63,338 | 1.97% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,216,342 | 399,823 | 0.73% | 0.79% | 31 | +1,159,049 | 56.34% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 2,889,555 | 359,164 | 0.38% | 0.37% | 32 | +41,509 | 1.46% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,880,600 | 358,087 | 0.5% | 0.11% | 33 | +2,252,498 | 358.62% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,699,487 | 335,573 | 0.47% | 0.5% | 34 | -403,813 | -13.01% | Q1 2026 | Apr 27, 2026 |
| Nationwide Fund Advisors | History | Added to | 2,684,005 | 333,648 | 14.6% | 10.83% | 35 | +580,145 | 27.58% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,734,850 | 330,561 | 0.02% | 0.02% | 36 | +385,729 | 16.42% | Q1 2026 | May 13, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 2,458,196 | 305,578 | 6.57% | 6.36% | 37 | +236,517 | 10.65% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 2,458,196 | 305,578 | 5.69% | 5.48% | 38 | +236,517 | 10.65% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 2,341,216 | 291,037 | 1.16% | 1.06% | 39 | +51,958 | 2.27% | Q1 2026 | May 11, 2026 |
| Circle Wealth Management, LLC | History | Added to | 2,289,104 | 284,558 | 4.06% | 4.24% | 40 | +3 | 0.0% | Q1 2026 | May 11, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 2,240,064 | 278,462 | 7.1% | 7.18% | 41 | -68,145 | -2.95% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,168,014 | 269,505 | 1.49% | 1.47% | 42 | +131,335 | 6.45% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,110,941 | 260,491 | 0.37% | 0.33% | 43 | +2,379 | 0.11% | Q1 2026 | May 15, 2026 |
| Creekmur Asset Management LLC | History | New | 2,012 | 250,050 | 18.85% | — | 44 | +2,012 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 1,969,682 | 244,851 | 1.38% | 1.4% | 45 | -61,943 | -3.05% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,941,060 | 241,293 | 1.89% | 1.82% | 46 | +39,083 | 2.05% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 2,121,252 | 239,293 | 5.72% | 5.41% | 47 | -92,124 | -4.16% | Q1 2026 | May 08, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 1,818,014 | 225,997 | 1.39% | 1.26% | 48 | +117,055 | 6.88% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,765,464 | 219,465 | 0.39% | 0.34% | 49 | +173,255 | 10.88% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 1,736,782 | 215,951 | 0.24% | 0.24% | 50 | -8,872 | -0.51% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 1,734,841 | 215,609 | 0.25% | 0.25% | 51 | -7,614 | -0.44% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,720,938 | 213,935 | 0.2% | 0.18% | 52 | +20,242 | 1.19% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,690,865 | 210,191 | 0.08% | 0.07% | 53 | +11,572 | 0.69% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,604,971 | 199,514 | 0.49% | 0.43% | 54 | +48,975 | 3.15% | Q1 2026 | Apr 22, 2026 |
| Haverford Trust Co | History | Reduced | 1,604,759 | 199,487 | 1.83% | 1.81% | 55 | -85,288 | -5.05% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,603,265 | 199,301 | 1.02% | 1.05% | 56 | +15,906 | 1.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,586,898 | 197,329 | 0.29% | 0.27% | 57 | +35,859 | 2.31% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 1,568,315 | 194,961 | 3.16% | 2.69% | 58 | +479,564 | 44.05% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,462,756 | 182,916 | 0.37% | 0.41% | 59 | -984,079 | -40.22% | Q1 2026 | Apr 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,468,209 | 182,513 | 1.37% | 1.34% | 60 | -2,781 | -0.19% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,408,253 | 175,059 | 2.1% | 1.96% | 61 | -2,096 | -0.15% | Q1 2026 | May 06, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 1,341,939 | 166,816 | 2.26% | 2.02% | 62 | +18,278 | 1.38% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,325,549 | 164,778 | 0.24% | 0.24% | 63 | -516 | -0.04% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 1,324,064 | 164,594 | 2.58% | 2.26% | 64 | +240,321 | 22.18% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,310,877 | 162,955 | 0.27% | 0.18% | 65 | +258,263 | 24.54% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 1,256,876 | 156,242 | 0.11% | 0.11% | 66 | +455 | 0.04% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 1,243,836 | 154,621 | 0.63% | 0.61% | 67 | -239 | -0.02% | Q1 2026 | May 14, 2026 |
| Missouri Education Pension Trust | History | Added to | 1,216,674 | 151,244 | 51.53% | 28.56% | 68 | +386,453 | 46.55% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 1,213,599 | 150,862 | 4.16% | 3.93% | 69 | +30,981 | 2.62% | Q1 2026 | Apr 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,207,467 | 150,100 | 0.42% | 0.4% | 70 | -145,911 | -10.78% | Q1 2026 | May 04, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 1,185,799 | 147,406 | 0.61% | 0.49% | 71 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,166,626 | 144,960 | 0.89% | 0.87% | 72 | -28,913 | -2.42% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,151,858 | 143,187 | 0.29% | 0.28% | 73 | -4,564 | -0.39% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,125,512 | 139,912 | 0.03% | 0.03% | 74 | +60,764 | 5.71% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 1,104,333 | 132,718 | 0.53% | 0.53% | 75 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 1,062,178 | 132,039 | 5.42% | 4.61% | 76 | +122,849 | 13.08% | Q1 2026 | Apr 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,056,586 | 131,344 | 0.08% | 0.06% | 77 | +148,008 | 16.29% | Q1 2026 | May 15, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 999,927 | 124,300 | 5.49% | 5.41% | 78 | +158 | 0.02% | Q1 2026 | Apr 09, 2026 |
| BESSEMER GROUP INC | History | Added to | 949,856 | 118,077 | 0.19% | 0.16% | 79 | +62,596 | 7.05% | Q1 2026 | May 06, 2026 |
| WestEnd Advisors, LLC | History | Added to | 937,250 | 116,512 | 2.81% | 2.56% | 80 | +21,952 | 2.4% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 888,163 | 110,407 | 0.58% | 0.15% | 81 | +709,130 | 396.09% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 886,442 | 110,193 | 0.38% | 0.38% | 82 | -97,260 | -9.89% | Q1 2026 | May 12, 2026 |
| Members Trust Co | History | Added to | 866,325 | 107,692 | 3.58% | 3.32% | 83 | +19,570 | 2.31% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 856,543 | 106,476 | 2.05% | 2.0% | 84 | -30,486 | -3.44% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 856,289 | 106,443 | 0.19% | 0.2% | 85 | -3,872 | -0.45% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 852,360 | 105,957 | 0.27% | 0.27% | 86 | +17,643 | 2.11% | Q1 2026 | Apr 30, 2026 |
| Destination Wealth Management | History | Reduced | 838,038 | 104,176 | 2.71% | 2.64% | 87 | -2,356 | -0.28% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 813,855 | 101,323 | 0.5% | 0.51% | 88 | +6,153 | 0.76% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 795,423 | 98,879 | 0.0% | 0.0% | 89 | -226,335 | -22.15% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 793,097 | 98,589 | 0.37% | 0.35% | 90 | +94,534 | 13.53% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 737,175 | 92,087 | 0.87% | 0.85% | 91 | +78,019 | 11.84% | Q1 2026 | Apr 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 705,455 | 87,695 | 0.49% | 0.46% | 92 | +16,129 | 2.34% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | Reduced | 689,021 | 86,892 | 0.98% | 0.94% | 93 | -6,173 | -0.89% | Q1 2026 | Apr 28, 2026 |
| Glenview Trust Co | History | Added to | 695,134 | 86,412 | 1.36% | 1.27% | 94 | +8,453 | 1.23% | Q1 2026 | May 08, 2026 |
| FIRST INTERSTATE BANK | History | Added to | 679,701 | 84,493 | 4.75% | 4.35% | 95 | +4,801 | 0.71% | Q1 2026 | Apr 29, 2026 |
| Accredited Investors Inc. | History | Added to | 664,311 | 82,580 | 4.45% | 4.06% | 96 | +27,825 | 4.37% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 603,244 | 82,143 | 1.05% | 0.78% | 97 | +108,200 | 21.86% | Q1 2026 | May 06, 2026 |
| Steele Capital Management, Inc. | History | Added to | 650,861 | 80,908 | 3.35% | 3.25% | 98 | +20,599 | 3.27% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Added to | 632,966 | 78,684 | 0.24% | 0.23% | 99 | +3,693 | 0.59% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 627,789 | 78,040 | 0.36% | 0.2% | 100 | +68,362 | 12.22% | Q1 2026 | May 14, 2026 |
| SWF LLC | History | Added to | 627,654 | 77,967 | 6.8% | 7.28% | 101 | +28,410 | 4.74% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 623,238 | 77,474 | 0.04% | 0.02% | 102 | +287,473 | 85.62% | Q1 2026 | May 04, 2026 |
| Alaska Permanent Capital Management, LLC | History | Added to | 608,987 | 75,670 | 5.3% | 5.28% | 103 | +29,438 | 5.08% | Q1 2026 | Apr 24, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 606,023 | 75,334 | 4.9% | 4.71% | 104 | +13,689 | 2.31% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 605,850 | 75,107 | 0.14% | 0.12% | 105 | +34,728 | 6.08% | Q1 2026 | May 01, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 598,235 | 74,366 | 1.53% | 1.46% | 106 | -8,651 | -1.43% | Q1 2026 | May 15, 2026 |
| Klingman & Associates, LLC | History | Added to | 592,795 | 73,690 | 3.53% | 3.29% | 107 | +25,363 | 4.47% | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 556,913 | 69,229 | 3.66% | 3.52% | 108 | -19,143 | -3.32% | Q1 2026 | Apr 29, 2026 |
| St. Louis Trust Co | History | Reduced | 549,283 | 68,281 | 7.97% | 7.74% | 109 | -12,614 | -2.24% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 548,310 | 68,160 | 0.95% | 0.92% | 110 | -27,004 | -4.69% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 546,598 | 67,948 | 0.87% | 0.82% | 111 | +6,129 | 1.13% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 541,795 | 67,350 | 0.54% | 0.49% | 112 | +47,163 | 9.53% | Q1 2026 | May 01, 2026 |
| BOKF, NA | History | Added to | 539,004 | 67,003 | 1.02% | 0.98% | 113 | +4,326 | 0.81% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 531,582 | 66,080 | 0.31% | 0.3% | 114 | +5,543 | 1.05% | Q1 2026 | Apr 24, 2026 |
| GREENLEAF TRUST | History | Reduced | 522,704 | 64,977 | 0.64% | 0.61% | 115 | -28,275 | -5.13% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 521,012 | 64,767 | 0.73% | 0.38% | 116 | +270,705 | 108.15% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 526,010 | 63,215 | 0.02% | 0.02% | 117 | +13,110 | 2.56% | Q1 2026 | May 15, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 506,188 | 62,924 | 2.64% | 2.84% | 118 | -37,505 | -6.9% | Q1 2026 | Apr 30, 2026 |
| Wealth Architects, LLC | History | Added to | 506,007 | 62,901 | 5.61% | 5.38% | 119 | +9,435 | 1.9% | Q1 2026 | May 15, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 500,941 | 62,271 | 5.54% | 5.44% | 120 | +8,230 | 1.67% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 491,344 | 61,078 | 0.56% | 0.74% | 121 | -50 | -0.01% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 487,338 | 60,580 | 0.01% | 0.0% | 122 | +398,436 | 448.17% | Q1 2026 | May 12, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 477,743 | 59,388 | 4.03% | 3.86% | 123 | +16,724 | 3.63% | Q1 2026 | Apr 29, 2026 |
| Abound Wealth Management | History | Added to | 468,114 | 58,191 | 13.22% | 12.51% | 124 | +23,587 | 5.31% | Q1 2026 | Apr 10, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 466,003 | 57,928 | 0.31% | 0.31% | 125 | -36 | -0.01% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Reduced | 465,761 | 57,898 | 2.39% | 2.41% | 126 | -14,401 | -3.0% | Q1 2026 | Apr 28, 2026 |
| Bangor Savings Bank | History | Reduced | 462,245 | 57,461 | 4.59% | 4.67% | 127 | -20,667 | -4.28% | Q1 2026 | Apr 01, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Added to | 458,679 | 57,018 | 12.25% | 11.41% | 128 | +39,494 | 9.42% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 457,070 | 56,818 | 1.82% | 0.98% | 129 | -13,732 | -2.92% | Q1 2026 | Apr 29, 2026 |
| Oakworth Capital, Inc. | History | Added to | 456,736 | 56,776 | 3.01% | 1.69% | 130 | +199,259 | 77.39% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 449,904 | 55,927 | 0.64% | 0.6% | 131 | +10,488 | 2.39% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | Added to | 444,630 | 55,271 | 0.59% | 0.03% | 132 | +433,258 | 3809.87% | Q1 2026 | May 12, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 439,606 | 54,647 | 3.56% | 2.56% | 133 | +101,599 | 30.06% | Q1 2026 | Apr 27, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 397,764 | 54,155 | 2.08% | 2.06% | 134 | -13,402 | -3.26% | Q1 2026 | Apr 24, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 433,280 | 53,860 | 1.58% | 1.44% | 135 | +30,299 | 7.52% | Q1 2026 | Apr 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 425,621 | 52,908 | 0.63% | 0.6% | 136 | -14,571 | -3.31% | Q1 2026 | May 15, 2026 |
| REBALANCE, LLC | History | Added to | 424,530 | 52,773 | 3.06% | 2.98% | 137 | +394 | 0.09% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 434,480 | 52,215 | 0.93% | 0.93% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 418,893 | 52,072 | 8.23% | 7.73% | 139 | +8,268 | 2.01% | Q1 2026 | Apr 29, 2026 |
| Legacy Wealth Management, LLC | History | Reduced | 414,434 | 51,518 | 3.0% | 2.9% | 140 | -4,418 | -1.05% | Q1 2026 | Apr 22, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 412,076 | 51,224 | 3.45% | 3.3% | 141 | +13,937 | 3.5% | Q1 2026 | May 12, 2026 |
| Berman McAleer LLC | History | Added to | 407,957 | 50,713 | 6.92% | 6.67% | 142 | +1,698 | 0.42% | Q1 2026 | Apr 17, 2026 |
| Arcataur Capital Management LLC | History | Added to | 403,770 | 50,192 | 13.97% | 13.29% | 143 | +17,415 | 4.51% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 402,792 | 50,071 | 0.14% | 0.11% | 144 | +58,648 | 17.04% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 399,701 | 49,686 | 0.02% | 0.02% | 145 | -3,423 | -0.85% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 398,964 | 49,597 | 0.38% | 0.36% | 146 | +7,237 | 1.85% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 396,724 | 49,316 | 0.72% | 0.67% | 147 | +35,379 | 9.79% | Q1 2026 | May 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 395,312 | 49,141 | 0.42% | 0.41% | 148 | -2,382 | -0.6% | Q1 2026 | May 07, 2026 |
| CONNING INC. | History | Added to | 391,664 | 48,687 | 1.62% | 1.53% | 149 | +12,098 | 3.19% | Q1 2026 | Apr 30, 2026 |
| Maple Capital Management, Inc. | History | Added to | 387,501 | 48,170 | 3.22% | 2.92% | 150 | +936 | 0.24% | Q1 2026 | May 08, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 385,520 | 47,923 | 4.82% | 4.27% | 151 | +29,509 | 8.29% | Q1 2026 | May 11, 2026 |
| RKL Wealth Management LLC | History | Reduced | 382,199 | 47,511 | 4.28% | 4.06% | 152 | -29,493 | -7.16% | Q1 2026 | Apr 24, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 379,279 | 47,148 | 5.2% | 5.09% | 153 | +15,305 | 4.2% | Q1 2026 | Apr 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 377,629 | 46,943 | 0.18% | — | 154 | +377,629 | New | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 376,969 | 46,861 | 0.51% | 0.49% | 155 | +17,877 | 4.98% | Q1 2026 | Apr 20, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 370,115 | 46,009 | 1.92% | 1.73% | 156 | +4,780 | 1.31% | Q1 2026 | Apr 13, 2026 |
| IFG Advisors, LLC | History | Added to | 367,119 | 45,636 | 7.47% | 7.23% | 157 | +5,736 | 1.59% | Q1 2026 | Apr 09, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 365,673 | 45,456 | 1.34% | 1.46% | 158 | -59,726 | -14.04% | Q1 2026 | May 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 365,320 | 45,412 | 0.05% | 0.03% | 159 | +144,170 | 65.19% | Q1 2026 | May 13, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 363,977 | 45,245 | 5.71% | 5.94% | 160 | -45,717 | -11.16% | Q1 2026 | Apr 24, 2026 |
| UNITED BANK | History | Reduced | 362,688 | 45,085 | 5.77% | 6.23% | 161 | -29,790 | -7.59% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | Added to | 362,222 | 45,027 | 1.97% | 2.24% | 162 | +25,153 | 7.46% | Q1 2026 | May 11, 2026 |
| Frontier Asset Management, LLC | History | Added to | 359,157 | 44,646 | 9.36% | 9.83% | 163 | +6,318 | 1.79% | Q1 2026 | May 06, 2026 |
| Opus Capital Group, LLC | History | Reduced | 357,393 | 44,427 | 4.78% | 4.67% | 164 | -1,047 | -0.29% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 353,652 | 43,962 | 0.24% | 0.23% | 165 | +8,344 | 2.42% | Q1 2026 | May 05, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 352,704 | 43,844 | 5.66% | 5.28% | 166 | +4,074 | 1.17% | Q1 2026 | May 07, 2026 |
| Ballentine Partners, LLC | History | Reduced | 346,461 | 43,068 | 0.6% | 0.6% | 167 | -8,456 | -2.38% | Q1 2026 | May 14, 2026 |
| Pine Ridge Advisers LLC | History | No change | 344,276 | 42,796 | 2.63% | 2.47% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trilogy Capital Inc. | History | Added to | 343,025 | 42,641 | 1.88% | 1.52% | 169 | +59,207 | 20.86% | Q1 2026 | Apr 21, 2026 |
| First Financial Bank - Trust Division | History | Added to | 340,669 | 42,348 | 3.41% | 3.11% | 170 | +25,275 | 8.01% | Q1 2026 | Apr 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 337,284 | 41,927 | 0.36% | 0.27% | 171 | +25,476 | 8.17% | Q1 2026 | May 13, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 336,052 | 41,774 | 3.48% | 3.3% | 172 | +8,867 | 2.71% | Q1 2026 | Apr 13, 2026 |
| Elk River Wealth Management LLC | History | Added to | 335,521 | 41,708 | 6.93% | 6.42% | 173 | +2,431 | 0.73% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 326,376 | 41,159 | 0.84% | 0.75% | 174 | +36,923 | 12.76% | Q1 2026 | Apr 28, 2026 |
| Shoker Investment Counsel, Inc. | History | Reduced | 327,648 | 40,730 | 12.09% | 11.66% | 175 | -3,373 | -1.02% | Q1 2026 | May 11, 2026 |
| Summit Financial Strategies, Inc. | History | Added to | 323,477 | 40,211 | 3.17% | 2.78% | 176 | +41,820 | 14.85% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 323,464 | 40,209 | 0.2% | 0.21% | 177 | -8,600 | -2.59% | Q1 2026 | May 14, 2026 |
| Painted Porch Advisors LLC | History | Reduced | 322,311 | 40,066 | 19.12% | 16.14% | 178 | -11,665 | -3.49% | Q1 2026 | May 14, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Added to | 320,983 | 39,901 | 11.52% | 11.1% | 179 | +18,947 | 6.27% | Q1 2026 | May 07, 2026 |
| Starr Indemnity & Liability Co | History | No change | 320,950 | 39,897 | 10.14% | 10.96% | 180 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 320,878 | 39,888 | 0.22% | 0.16% | 181 | -61,739 | -16.14% | Q1 2026 | Apr 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 318,649 | 39,611 | 2.22% | 2.16% | 182 | +194 | 0.06% | Q1 2026 | Apr 20, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 318,505 | 39,593 | 1.35% | 1.35% | 183 | -18,061 | -5.37% | Q1 2026 | May 07, 2026 |
| Magnus Financial Group LLC | History | Added to | 318,491 | 39,591 | 3.21% | 2.82% | 184 | +11,297 | 3.68% | Q1 2026 | Apr 10, 2026 |
| Calamos Advisors LLC | History | Added to | 312,473 | 38,843 | 0.14% | 0.01% | 185 | +300,981 | 2619.05% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 295,641 | 38,655 | 2.18% | 1.85% | 186 | +33,742 | 12.88% | Q1 2026 | Apr 17, 2026 |
| One Day In July LLC | History | Reduced | 310,418 | 38,588 | 3.09% | 3.14% | 187 | -7,491 | -2.36% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Reduced | 306,945 | 38,156 | 0.51% | 0.52% | 188 | -891 | -0.29% | Q1 2026 | May 15, 2026 |
| Legacy Advisors, LLC | History | Added to | 304,002 | 37,790 | 4.46% | 3.49% | 189 | +33,700 | 12.47% | Q1 2026 | May 05, 2026 |
| Colony Family Offices, LLC | History | Added to | 303,302 | 37,703 | 9.3% | 9.06% | 190 | +1,485 | 0.49% | Q1 2026 | Apr 21, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 302,697 | 37,628 | 3.92% | 3.73% | 191 | +9,780 | 3.34% | Q1 2026 | Apr 08, 2026 |
| Calamos Wealth Management LLC | History | Added to | 300,957 | 37,412 | 1.29% | 1.2% | 192 | +11,636 | 4.02% | Q1 2026 | May 04, 2026 |
| Urban Financial Advisory Corp | History | Added to | 296,544 | 36,863 | 13.03% | 2.08% | 193 | +252,543 | 573.95% | Q1 2026 | May 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 294,296 | 36,583 | 1.24% | 1.24% | 194 | +1,113 | 0.38% | Q1 2026 | Apr 17, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 293,099 | 36,435 | 0.44% | 0.5% | 195 | +341 | 0.12% | Q1 2026 | Apr 23, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 309,086 | 36,150 | 3.31% | 3.31% | 196 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 286,877 | 35,661 | 4.66% | 2.23% | 197 | +136,954 | 91.35% | Q1 2026 | May 08, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 254,679 | 35,173 | 7.89% | 7.89% | 198 | +7,105 | 2.87% | Q1 2026 | May 08, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 282,568 | 35,125 | 2.27% | 2.11% | 199 | +884 | 0.31% | Q1 2026 | Apr 27, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 281,518 | 34,995 | 4.3% | 4.18% | 200 | -3,582 | -1.26% | Q1 2026 | Apr 10, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 278,695 | 34,644 | 0.51% | 0.52% | 201 | -3,746 | -1.33% | Q1 2026 | Apr 17, 2026 |
| Financial Enhancement Group LLC | History | Added to | 255,443 | 34,584 | 4.28% | 4.23% | 202 | +5,516 | 2.21% | Q1 2026 | Apr 20, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 277,426 | 34,486 | 0.41% | 0.43% | 203 | -10,736 | -3.73% | Q1 2026 | May 01, 2026 |
| Grove Bank & Trust | History | Reduced | 276,664 | 34,392 | 3.89% | 3.74% | 204 | -89 | -0.03% | Q1 2026 | Apr 08, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 276,648 | 34,390 | 4.13% | 3.88% | 205 | +23,231 | 9.17% | Q1 2026 | Apr 24, 2026 |
| Hudock, Inc. | History | Added to | 276,410 | 34,360 | 5.06% | 4.8% | 206 | +5,568 | 2.06% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 275,741 | 34,277 | 0.93% | 0.86% | 207 | -1,417 | -0.51% | Q1 2026 | Apr 13, 2026 |
| NorthRock Partners, LLC | History | Reduced | 274,803 | 34,160 | 0.55% | 0.56% | 208 | -2,763 | -1.0% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 249,372 | 33,807 | 0.59% | 0.57% | 209 | -11,852 | -4.54% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 271,139 | 33,705 | 0.06% | 0.06% | 210 | -1,913 | -0.7% | Q1 2026 | May 15, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Added to | 271,033 | 33,692 | 1.97% | 1.66% | 211 | +31,964 | 13.37% | Q1 2026 | Apr 17, 2026 |
| HORAN Wealth, LLC | History | Added to | 279,520 | 33,636 | 3.2% | 2.58% | 212 | +139,760 | 100.0% | Q1 2026 | May 08, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 269,486 | 33,499 | 0.1% | 0.08% | 213 | +79,597 | 41.92% | Q1 2026 | May 13, 2026 |
| MBL Wealth, LLC | History | Added to | 264,674 | 32,901 | 2.49% | 2.47% | 214 | +8,142 | 3.17% | Q1 2026 | Apr 28, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 264,601 | 32,892 | 1.64% | 1.52% | 215 | +8,198 | 3.2% | Q1 2026 | May 07, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 270,015 | 32,874 | 3.28% | 3.45% | 216 | -22,940 | -7.83% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 262,960 | 32,688 | 0.53% | 0.48% | 217 | +18,232 | 7.45% | Q1 2026 | Apr 27, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 262,327 | 32,609 | 0.45% | — | 218 | +262,327 | New | Q1 2026 | May 01, 2026 |
| Madison Asset Management, LLC | History | Added to | 260,463 | 32,378 | 0.4% | 0.34% | 219 | +11,113 | 4.46% | Q1 2026 | May 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 254,200 | 31,599 | 0.04% | 0.03% | 220 | +33,500 | 15.18% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 252,074 | 31,335 | 0.35% | 0.39% | 221 | +9,105 | 3.75% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 251,474 | 31,260 | 0.23% | 0.24% | 222 | +6,963 | 2.85% | Q1 2026 | Apr 15, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 248,264 | 30,861 | 3.3% | 3.03% | 223 | +16,404 | 7.07% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 246,161 | 30,600 | 0.72% | 0.82% | 224 | -33,384 | -11.94% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Reduced | 244,385 | 30,379 | 0.2% | 0.19% | 225 | -5,374 | -2.15% | Q1 2026 | Apr 27, 2026 |
| Single Point Partners, LLC | History | Added to | 243,717 | 30,296 | 6.03% | 5.77% | 226 | +1,015 | 0.42% | Q1 2026 | Apr 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 241,048 | 29,964 | 2.12% | — | 227 | +241,048 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 240,841 | 29,938 | 0.04% | — | 228 | +240,841 | New | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | Reduced | 238,982 | 29,707 | 4.55% | 4.37% | 229 | -2,665 | -1.1% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 246,674 | 29,645 | 0.05% | 0.05% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 237,785 | 29,559 | 0.38% | 0.4% | 231 | -24,372 | -9.3% | Q1 2026 | Apr 21, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 236,458 | 29,394 | 0.47% | 0.44% | 232 | +9,493 | 4.18% | Q1 2026 | Apr 27, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 235,502 | 29,275 | 5.23% | 4.96% | 233 | +14,481 | 6.55% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 233,862 | 29,071 | 0.14% | 0.04% | 234 | +168,049 | 255.34% | Q1 2026 | May 11, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 233,584 | 29,037 | 1.51% | 1.45% | 235 | +4,220 | 1.84% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 231,300 | 28,752 | 0.0% | 0.01% | 236 | -242,903 | -51.22% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 230,047 | 28,597 | 0.58% | 0.55% | 237 | +822 | 0.36% | Q1 2026 | May 11, 2026 |
| HEADINVEST, LLC | History | Reduced | 228,909 | 28,455 | 5.84% | 5.5% | 238 | -1,414 | -0.61% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 228,153 | 28,361 | 0.66% | 1.02% | 239 | +51,370 | 29.06% | Q1 2026 | Apr 27, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 227,285 | 28,253 | 1.48% | 1.81% | 240 | -47,500 | -17.29% | Q1 2026 | Apr 29, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 226,928 | 28,238 | 7.83% | 7.3% | 241 | +4,748 | 2.14% | Q1 2026 | Apr 27, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 226,915 | 28,207 | 3.96% | 3.1% | 242 | +42,663 | 23.15% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 223,168 | 27,742 | 5.42% | 5.23% | 243 | -2,245 | -1.0% | Q1 2026 | Apr 30, 2026 |
| LTG Capital LLC | History | Added to | 220,787 | 27,446 | 20.97% | 20.53% | 244 | +1,605 | 0.73% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 220,344 | 27,390 | 0.38% | 0.37% | 245 | -12,106 | -5.21% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Reduced | 220,178 | 27,370 | 0.13% | 0.16% | 246 | -15,535 | -6.59% | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 217,243 | 27,005 | 1.0% | 0.95% | 247 | +7,264 | 3.46% | Q1 2026 | May 14, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 217,077 | 26,984 | 3.16% | 3.06% | 248 | -750 | -0.34% | Q1 2026 | Apr 10, 2026 |
| SMITH, MOORE & CO. | History | Added to | 216,568 | 26,921 | 1.96% | 1.94% | 249 | +2,842 | 1.33% | Q1 2026 | May 05, 2026 |
| TRUEFG, LLC | History | Added to | 216,066 | 26,859 | 7.12% | 6.92% | 250 | +1,344 | 0.63% | Q1 2026 | Apr 22, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Reduced | 215,794 | 26,825 | 3.17% | 3.13% | 251 | -18,072 | -7.73% | Q1 2026 | May 11, 2026 |
| Pathway Financial Advisors LLC | History | Added to | 211,999 | 26,590 | 3.29% | 3.21% | 252 | +7,390 | 3.61% | Q1 2026 | Apr 07, 2026 |
| Curi Capital, LLC | History | Reduced | 213,810 | 26,578 | 0.47% | 0.46% | 253 | -7,890 | -3.56% | Q1 2026 | May 15, 2026 |
| 1ST SOURCE BANK | History | Added to | 213,558 | 26,547 | 1.37% | 1.29% | 254 | +8,997 | 4.4% | Q1 2026 | May 04, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 212,491 | 26,414 | 1.0% | 0.97% | 255 | -5,697 | -2.61% | Q1 2026 | Apr 16, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 212,417 | 26,405 | 2.39% | 1.62% | 256 | +63,220 | 42.37% | Q1 2026 | May 04, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 212,193 | 26,377 | 3.78% | 3.59% | 257 | +2,935 | 1.4% | Q1 2026 | Apr 27, 2026 |
| COURIER CAPITAL LLC | History | Added to | 211,859 | 26,336 | 1.47% | 1.12% | 258 | +45,632 | 27.45% | Q1 2026 | Apr 23, 2026 |
| Consolidated Portfolio Review Corp | History | No change | 211,747 | 26,322 | 2.4% | 2.2% | 259 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Birch Hill Investment Advisors LLC | History | Reduced | 210,832 | 26,208 | 1.18% | 1.06% | 260 | -841 | -0.4% | Q1 2026 | Apr 29, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Reduced | 208,071 | 25,865 | 5.38% | 5.35% | 261 | -6,985 | -3.25% | Q1 2026 | May 11, 2026 |
| PITTENGER & ANDERSON INC | History | Added to | 207,943 | 25,849 | 1.03% | 0.92% | 262 | +8,685 | 4.36% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 206,198 | 25,632 | 0.01% | 0.01% | 263 | +24,044 | 13.2% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 206,141 | 25,625 | 0.42% | 0.49% | 264 | -3,026 | -1.45% | Q1 2026 | May 18, 2026 |
| King Wealth Management Group | History | Added to | 206,133 | 25,624 | 3.2% | 2.91% | 265 | +5,407 | 2.69% | Q1 2026 | May 04, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 195,758 | 25,595 | 3.24% | 3.47% | 266 | -19,254 | -8.95% | Q1 2026 | Apr 20, 2026 |
| Fiduciary Alliance LLC | History | Added to | 193,386 | 25,577 | 1.54% | 1.28% | 267 | +30,739 | 18.9% | Q1 2026 | Apr 20, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 205,385 | 25,531 | 2.63% | 2.54% | 268 | +2,561 | 1.26% | Q1 2026 | May 07, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 204,747 | 25,452 | 3.94% | 3.26% | 269 | +21,279 | 11.6% | Q1 2026 | May 01, 2026 |
| Midwest Trust Co | History | Reduced | 200,793 | 24,960 | 0.31% | 0.3% | 270 | -2,539 | -1.25% | Q1 2026 | May 01, 2026 |
| C V STARR & CO INC | History | No change | 200,458 | 24,918 | 12.99% | 13.24% | 271 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 188,570 | 24,655 | 3.78% | 3.69% | 272 | -3,427 | -1.78% | Q1 2026 | Apr 16, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 198,163 | 24,633 | 2.61% | 2.46% | 273 | -2,348 | -1.17% | Q1 2026 | Apr 28, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 195,198 | 24,265 | 1.62% | — | 274 | +195,198 | New | Q1 2026 | May 07, 2026 |
| Legal & General Group Plc | History | Added to | 194,834 | 24,217 | 0.01% | 0.0% | 275 | +104,255 | 115.1% | Q1 2026 | May 08, 2026 |
| Roth Financial Partners LLC | History | Reduced | 194,116 | 24,115 | 8.23% | 7.86% | 276 | -4,159 | -2.1% | Q1 2026 | Apr 21, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 193,084 | 24,002 | 0.15% | 0.15% | 277 | -16,671 | -7.95% | Q1 2026 | May 05, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | Added to | 191,861 | 23,850 | 4.32% | 3.89% | 278 | +21,868 | 12.86% | Q1 2026 | May 14, 2026 |
| Lutz Financial Services LLC | History | Added to | 191,849 | 23,848 | 1.6% | 1.56% | 279 | +816 | 0.43% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 191,168 | 23,764 | 0.0% | 0.0% | 280 | +93,980 | 96.7% | Q1 2026 | May 13, 2026 |
| Simmons Bank | History | Reduced | 189,522 | 23,559 | 1.58% | 1.54% | 281 | -1,863 | -0.97% | Q1 2026 | Apr 23, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 188,732 | 23,461 | 0.43% | 0.42% | 282 | -7,355 | -3.75% | Q1 2026 | Apr 10, 2026 |
| WEST PACES ADVISORS INC. | History | Reduced | 188,708 | 23,458 | 4.54% | 4.51% | 283 | -5,099 | -2.63% | Q1 2026 | May 05, 2026 |
| Verum Partners LLC | History | Reduced | 183,973 | 22,869 | 4.34% | 5.18% | 284 | -29,748 | -13.92% | Q1 2026 | Apr 15, 2026 |
| Smithfield Trust Co | History | Added to | 183,805 | 22,834 | 0.99% | 0.95% | 285 | +5,096 | 2.85% | Q1 2026 | May 08, 2026 |
| Cornerstone Advisory, LLC | History | Added to | 183,117 | 22,763 | 2.16% | 1.99% | 286 | +9,037 | 5.19% | Q1 2026 | May 04, 2026 |
| Evergreen Advisors, LLC | History | Added to | 182,591 | 22,697 | 5.33% | 5.2% | 287 | +5,054 | 2.85% | Q1 2026 | May 05, 2026 |
| EFG International AG | History | Reduced | 180,846 | 22,480 | 0.48% | 0.43% | 288 | -2,932 | -1.6% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 179,734 | 22,342 | 0.18% | 0.24% | 289 | +10,388 | 6.13% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 179,710 | 22,339 | 0.04% | 0.03% | 290 | +1,010 | 0.57% | Q1 2026 | May 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 178,762 | 22,221 | 1.36% | 1.31% | 291 | +1,947 | 1.1% | Q1 2026 | May 14, 2026 |
| CAMBRIDGE CAPITAL MANAGEMENT, LLC | History | Added to | 178,661 | 22,209 | 9.57% | 9.46% | 292 | +3,321 | 1.89% | Q1 2026 | Apr 29, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 178,068 | 22,135 | 0.32% | 0.3% | 293 | +15,389 | 9.46% | Q1 2026 | Apr 09, 2026 |
| Fiera Capital Corp | History | Reduced | 177,931 | 22,118 | 0.08% | 0.09% | 294 | -68,012 | -27.65% | Q1 2026 | May 12, 2026 |
| New England Professional Planning Group Inc. | History | Added to | 177,333 | 22,044 | 9.21% | 8.79% | 295 | +2,825 | 1.62% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 176,937 | 21,995 | 0.17% | 0.17% | 296 | +5,350 | 3.12% | Q1 2026 | Apr 07, 2026 |
| Summit Asset Management, LLC | History | Added to | 176,664 | 21,961 | 3.06% | 2.96% | 297 | +2,444 | 1.4% | Q1 2026 | May 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 175,565 | 21,824 | 1.31% | 1.11% | 298 | +23,277 | 15.28% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 174,878 | 21,739 | 0.69% | 1.34% | 299 | -132,642 | -43.13% | Q1 2026 | May 07, 2026 |
| CJM Wealth Advisers, Ltd. | History | Reduced | 174,853 | 21,736 | 6.62% | 6.41% | 300 | -3,507 | -1.97% | Q1 2026 | Apr 13, 2026 |