iSHARES TRUST - IJS
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 | 3,210,240 | 380,253 | 0.02% | 0.02% | 1 | +109,315 | 3.53% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,148,988 | 372,997 | 0.03% | 0.03% | 2 | -93,761 | -2.89% | Q1 2026 | May 15, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 1,940,467 | 229,848 | 17.63% | — | 3 | +1,940,467 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 1,632,259 | 193,341 | 0.01% | 0.01% | 4 | +309,552 | 23.4% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,432,802 | 169,715 | 0.03% | 0.03% | 5 | +173,373 | 13.77% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 1,092,944 | 129,459 | 0.02% | 0.02% | 6 | +39,193 | 3.72% | Q1 2026 | May 05, 2026 |
| USA FINANCIAL FORMULAS | History | New | 927,820 | 109,900 | 20.72% | — | 7 | +927,820 | New | Q1 2026 | Apr 14, 2026 |
| LPL Financial LLC | History | Reduced | 869,840 | 103,032 | 0.03% | 0.03% | 8 | -26,188 | -2.92% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 846,373 | 100,267 | 0.02% | 0.02% | 9 | +136,605 | 19.25% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 775,003 | 91,799 | 1.06% | 1.09% | 10 | -9,677 | -1.23% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 711,589 | 84,287 | 1.01% | 0.97% | 11 | -27,566 | -3.73% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 589,535 | 69,830 | 0.02% | 0.01% | 12 | +220,567 | 59.78% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 554,609 | 65,693 | 0.04% | 0.03% | 13 | -3,058 | -0.55% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Reduced | 551,477 | 65,322 | 0.22% | 0.2% | 14 | -2,291 | -0.41% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 550,910 | 65,254 | 0.01% | 0.01% | 15 | +33,430 | 6.46% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 503,966 | 59,695 | 0.06% | 0.06% | 16 | +1,869 | 0.37% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 473,681 | 56,107 | 0.08% | 0.07% | 17 | -18,469 | -3.75% | Q1 2026 | Apr 27, 2026 |
| Modern Wealth Management, LLC | History | Added to | 411,838 | 48,872 | 0.84% | 0.01% | 18 | +408,412 | 11920.96% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 399,861 | 47,363 | 0.01% | 0.01% | 19 | +85,165 | 27.06% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 375,660 | 44,496 | 0.03% | 0.03% | 20 | -6,563 | -1.72% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 374,664 | 43,676 | 0.02% | 0.02% | 21 | +37,935 | 11.27% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 367,261 | 43,502 | 0.28% | 0.28% | 22 | -15,338 | -4.01% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Added to | 342,789 | 40,603 | 0.65% | 0.55% | 23 | +42,188 | 14.03% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 327,688 | 37,982 | 0.0% | 0.0% | 24 | +7,746 | 2.42% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 302,770 | 35,864 | 0.03% | 0.03% | 25 | -2,953 | -0.97% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 300,334 | 35,574 | 0.04% | 0.04% | 26 | +5,583 | 1.89% | Q1 2026 | May 14, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Reduced | 281,640 | 33,360 | 13.0% | 12.53% | 27 | -2,517 | -0.89% | Q1 2026 | May 07, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 279,650 | 33,124 | 1.03% | 1.02% | 28 | -3,264 | -1.15% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 277,235 | 32,859 | 0.05% | 0.03% | 29 | +119,919 | 76.23% | Q1 2026 | May 15, 2026 |
| Sharp Wealth Advisory, LLC | History | New | 272,120 | 32,232 | 15.92% | — | 30 | +272,120 | New | Q1 2026 | Apr 27, 2026 |
| BAILARD, INC. | History | Reduced | 269,055 | 31,869 | 0.73% | 0.68% | 31 | -1,785 | -0.66% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 255,162 | 30,220 | 0.04% | 0.03% | 32 | +35,927 | 16.39% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 253,249 | 29,997 | 0.01% | 0.01% | 33 | -1,095 | -0.43% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 251,891 | 29,836 | 0.05% | 0.04% | 34 | -1,353 | -0.53% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 250,385 | 29,658 | 0.03% | 0.03% | 35 | +22,513 | 9.88% | Q1 2026 | May 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 237,895 | 28,178 | 2.46% | 2.36% | 36 | +12,684 | 5.63% | Q1 2026 | Apr 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 231,885 | 27,466 | 0.65% | 0.62% | 37 | -11,423 | -4.69% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 197,334 | 23,374 | 0.04% | 0.04% | 38 | -1,828 | -0.92% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 197,058 | 23,341 | 0.96% | 0.92% | 39 | -207 | -0.1% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Added to | 196,117 | 23,229 | 0.03% | 0.03% | 40 | +1,655 | 0.85% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 189,997 | 22,505 | 0.25% | 0.27% | 41 | +15,130 | 8.65% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 184,883 | 21,899 | 0.12% | 0.12% | 42 | -50 | -0.03% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 176,811 | 20,943 | 0.26% | 0.24% | 43 | +7,154 | 4.22% | Q1 2026 | Apr 20, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 174,677 | 20,690 | 0.16% | 0.14% | 44 | +9,410 | 5.69% | Q1 2026 | May 12, 2026 |
| Probity Advisors, Inc. | History | Reduced | 171,374 | 20,299 | 3.22% | 3.15% | 45 | -1,766 | -1.02% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Added to | 168,133 | 19,915 | 0.01% | 0.01% | 46 | +15,740 | 10.33% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 166,774 | 19,753 | 0.12% | 0.12% | 47 | -12,502 | -6.97% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 152,151 | 18,022 | 0.03% | 0.03% | 48 | -31,105 | -16.97% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 143,902 | 17,045 | 0.08% | 0.1% | 49 | -5,394 | -3.61% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 143,255 | 16,968 | 0.03% | 0.02% | 50 | +89,160 | 164.82% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 139,869 | 16,567 | 0.06% | 0.06% | 51 | -1,264 | -0.9% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 138,278 | 16,379 | 0.04% | 0.02% | 52 | +56,000 | 68.06% | Q1 2026 | Apr 30, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 137,472 | 16,283 | 2.83% | 2.81% | 53 | -4,412 | -3.11% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Added to | 132,859 | 15,737 | 0.54% | 0.0% | 54 | +132,532 | 40529.66% | Q1 2026 | Apr 07, 2026 |
| Waverly Advisors, LLC | History | Added to | 128,124 | 15,176 | 0.11% | 0.12% | 55 | +2,473 | 1.97% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 127,605 | 15,114 | 0.0% | 0.0% | 56 | -733 | -0.57% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 123,487 | 14,627 | 0.02% | 0.02% | 57 | -25,084 | -16.88% | Q1 2026 | Apr 27, 2026 |
| Coastal Bridge Advisors, LLC | History | Added to | 117,833 | 13,957 | 0.99% | 0.9% | 58 | +11,566 | 10.88% | Q1 2026 | May 14, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 117,453 | 13,912 | 1.92% | 1.98% | 59 | -9,593 | -7.55% | Q1 2026 | May 14, 2026 |
| Royal Fund Management, LLC | History | New | 113,743 | 13,472 | 1.28% | — | 60 | +113,743 | New | Q1 2026 | May 19, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 110,432 | 13,080 | 0.02% | 0.02% | 61 | +20,942 | 23.4% | Q1 2026 | May 15, 2026 |
| Wealth Architects, LLC | History | Reduced | 110,103 | 13,041 | 1.16% | 1.13% | 62 | -233 | -0.21% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 108,686 | 12,873 | 0.29% | 0.07% | 63 | +79,265 | 269.42% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 108,067 | 12,800 | 0.04% | 0.03% | 64 | +6,539 | 6.44% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 104,318 | 12,356 | 0.09% | 0.09% | 65 | +851 | 0.82% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 101,813 | 12,060 | 0.57% | — | 66 | +101,813 | New | Q1 2026 | May 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 99,335 | 11,788 | 0.11% | 0.08% | 67 | +37,300 | 60.13% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | New | 96,173 | 11,391 | 0.08% | — | 68 | +96,173 | New | Q1 2026 | Apr 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 95,295 | 11,287 | 0.02% | 0.02% | 69 | -13,097 | -12.08% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 93,216 | 10,968 | 0.02% | 0.01% | 70 | +10,537 | 12.74% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 95,512 | 10,861 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 85,090 | 10,077 | 1.28% | 1.4% | 72 | -15,883 | -15.73% | Q1 2026 | Apr 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 84,406 | 9,997 | 1.62% | 1.62% | 73 | -3,449 | -3.93% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 83,705 | 9,914 | 0.72% | 0.83% | 74 | -30,160 | -26.49% | Q1 2026 | Apr 16, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Reduced | 83,510 | 9,891 | 2.47% | 2.52% | 75 | -1,824 | -2.14% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 82,919 | 9,821 | 0.02% | 0.02% | 76 | +167 | 0.2% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Reduced | 82,509 | 9,773 | 0.27% | 0.33% | 77 | -13,415 | -13.99% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Added to | 81,993 | 9,712 | 0.16% | 0.15% | 78 | +1,879 | 2.35% | Q1 2026 | Apr 14, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 81,898 | 9,700 | 1.19% | 1.23% | 79 | -6,608 | -7.47% | Q1 2026 | Apr 10, 2026 |
| Cordatus Wealth Management LLC | History | Added to | 80,110 | 9,488 | 2.26% | 2.06% | 80 | +1,886 | 2.41% | Q1 2026 | Apr 29, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 83,231 | 9,465 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 78,565 | 9,306 | 0.2% | 0.19% | 82 | -627 | -0.79% | Q1 2026 | May 07, 2026 |
| Evanson Asset Management, LLC | History | Added to | 77,898 | 9,227 | 0.5% | 0.48% | 83 | +27 | 0.03% | Q1 2026 | Apr 08, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 77,216 | 9,146 | 0.15% | 0.17% | 84 | -1,581 | -2.01% | Q1 2026 | May 18, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 76,707 | 9,085 | 2.69% | 2.71% | 85 | -2,359 | -2.98% | Q1 2026 | May 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 76,543 | 9,066 | 0.01% | 0.0% | 86 | +68,694 | 875.19% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 76,425 | 9,052 | 0.1% | 0.01% | 87 | +68,260 | 836.01% | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | Added to | 76,303 | 9,038 | 0.12% | 0.12% | 88 | +2,480 | 3.36% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 75,590 | 8,953 | 0.07% | 0.1% | 89 | +2,188 | 2.98% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 77,424 | 8,804 | 0.58% | 0.58% | 90 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BOKF, NA | History | Reduced | 72,891 | 8,633 | 0.13% | 0.13% | 91 | -768 | -1.04% | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 72,337 | 8,568 | 0.48% | 0.49% | 92 | -4,429 | -5.77% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 71,342 | 8,451 | 0.96% | 0.92% | 93 | -142 | -0.2% | Q1 2026 | Apr 16, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 65,296 | 8,353 | 0.19% | 0.2% | 94 | -1,593 | -2.38% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 69,962 | 8,287 | 0.04% | 0.04% | 95 | -1,046 | -1.47% | Q1 2026 | May 08, 2026 |
| Occidental Asset Management, LLC | History | Added to | 69,653 | 8,250 | 0.98% | 0.85% | 96 | +7,118 | 11.38% | Q1 2026 | Apr 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 69,324 | 8,211 | 0.03% | 0.03% | 97 | +7,301 | 11.77% | Q1 2026 | May 11, 2026 |
| Clear Creek Financial Management, LLC | History | New | 69,270 | 8,205 | 0.63% | — | 98 | +69,270 | New | Q1 2026 | Apr 22, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 68,644 | 8,130 | 0.0% | 0.0% | 99 | +3,779 | 5.83% | Q1 2026 | May 15, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Added to | 68,231 | 8,081 | 4.38% | 2.86% | 100 | +12,646 | 22.75% | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 67,664 | 8,015 | 0.1% | 0.09% | 101 | +3,834 | 6.01% | Q1 2026 | May 15, 2026 |
| May Barnhard Investments LLC | History | Reduced | 67,429 | 7,987 | 3.88% | 3.77% | 102 | -2,726 | -3.89% | Q1 2026 | May 13, 2026 |
| One Day In July LLC | History | Reduced | 66,309 | 7,854 | 0.63% | 0.65% | 103 | -3,598 | -5.15% | Q1 2026 | May 05, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 65,508 | 7,759 | 2.05% | 1.94% | 104 | -898 | -1.35% | Q1 2026 | Apr 22, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 64,138 | 7,597 | 5.62% | 5.27% | 105 | +1,338 | 2.13% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 63,622 | 7,536 | 0.04% | 0.06% | 106 | -14,661 | -18.73% | Q1 2026 | May 15, 2026 |
| Summit Financial Consulting LLC | History | New | 63,554 | 7,527 | 5.39% | — | 107 | +63,554 | New | Q1 2026 | Apr 10, 2026 |
| Independent Advisor Alliance | History | New | 62,870 | 7,446 | 0.08% | — | 108 | +62,870 | New | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 110,145 | 7,413 | 0.02% | 0.04% | 109 | -123,283 | -52.81% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 61,924 | 7,334 | 0.01% | 0.01% | 110 | -636 | -1.02% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 61,040 | 7,230 | 0.08% | 0.08% | 111 | +310 | 0.51% | Q1 2026 | Apr 20, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 60,742 | 7,194 | 0.32% | 0.31% | 112 | +2,468 | 4.24% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 60,517 | 7,168 | 0.01% | 0.01% | 113 | -2,682 | -4.24% | Q1 2026 | May 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 60,930 | 6,928 | 0.34% | 0.33% | 114 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 58,148 | 6,887 | 1.94% | 1.92% | 115 | +1,176 | 2.06% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 57,932 | 6,862 | 0.03% | 0.03% | 116 | +2,911 | 5.29% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 56,601 | 6,704 | 0.25% | 0.24% | 117 | +153 | 0.27% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Added to | 56,475 | 6,689 | 0.19% | 0.17% | 118 | +3,776 | 7.17% | Q1 2026 | May 04, 2026 |
| MidFirst Bank | History | Reduced | 54,109 | 6,409 | 0.53% | 0.51% | 119 | -1,913 | -3.41% | Q1 2026 | May 15, 2026 |
| Ironwood Financial, llc | History | Reduced | 54,058 | 6,403 | 1.12% | 1.11% | 120 | -676 | -1.24% | Q1 2026 | Apr 16, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 53,549 | 6,342 | 0.61% | 0.57% | 121 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 51,220 | 6,067 | 0.0% | 0.0% | 122 | -50 | -0.1% | Q1 2026 | May 13, 2026 |
| First County Bank /CT/ | History | Reduced | 50,755 | 6,011 | 3.21% | 3.11% | 123 | -1,440 | -2.76% | Q1 2026 | Apr 03, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 50,002 | 5,922 | 0.02% | — | 124 | +50,002 | New | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 49,704 | 5,887 | 0.6% | 0.6% | 125 | -2,502 | -4.79% | Q1 2026 | May 04, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 49,583 | 5,873 | 2.07% | 1.96% | 126 | +1,123 | 2.32% | Q1 2026 | Apr 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 48,644 | 5,761 | 0.02% | 0.02% | 127 | -1,372 | -2.74% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 47,812 | 5,686 | 0.18% | 0.16% | 128 | -14,185 | -22.88% | Q1 2026 | Apr 08, 2026 |
| Gerald Baker Financial Group LLC | History | New | 47,927 | 5,676 | 1.8% | — | 129 | +47,927 | New | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 46,967 | 5,563 | 0.12% | 0.12% | 130 | +508 | 1.09% | Q1 2026 | Apr 13, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 45,926 | 5,439 | 0.08% | 0.06% | 131 | +5,860 | 14.63% | Q1 2026 | Apr 08, 2026 |
| Quent Capital, LLC | History | Reduced | 45,890 | 5,435 | 0.39% | 0.38% | 132 | -820 | -1.76% | Q1 2026 | Apr 28, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 45,848 | 5,430 | 2.0% | 1.91% | 133 | -722 | -1.55% | Q1 2026 | Apr 30, 2026 |
| Stokes Family Office, LLC | History | Reduced | 45,786 | 5,423 | 0.56% | 0.49% | 134 | -1,736 | -3.65% | Q1 2026 | May 11, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 45,700 | 5,413 | 0.22% | 0.2% | 135 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 45,488 | 5,388 | 0.18% | 0.17% | 136 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 45,000 | 5,330 | 0.82% | 0.77% | 137 | +3,500 | 8.43% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 44,870 | 5,315 | 0.01% | 0.01% | 138 | +1,054 | 2.41% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 44,590 | 5,281 | 0.09% | 0.09% | 139 | +274 | 0.62% | Q1 2026 | May 07, 2026 |
| First Heartland Consultants, Inc. | History | New | 44,551 | 5,277 | 0.4% | — | 140 | +44,551 | New | Q1 2026 | Apr 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 44,320 | 5,249 | 0.13% | 0.12% | 141 | -2,109 | -4.54% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 43,178 | 5,114 | 0.07% | 0.07% | 142 | -333 | -0.77% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 42,541 | 5,038 | 0.09% | 0.09% | 143 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Integrated Advisors Network LLC | History | New | 42,524 | 5,036 | 0.26% | — | 144 | +42,524 | New | Q1 2026 | Apr 28, 2026 |
| Lutz Financial Services LLC | History | Reduced | 42,331 | 5,014 | 0.34% | 0.33% | 145 | -527 | -1.23% | Q1 2026 | May 04, 2026 |
| Veratis Advisors, Inc. | History | No change | 40,162 | 4,995 | 3.95% | 3.95% | 146 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 41,970 | 4,991 | 0.45% | 0.45% | 147 | -2,069 | -4.7% | Q1 2026 | May 11, 2026 |
| Eley Financial Management, Inc | History | Reduced | 41,841 | 4,956 | 1.79% | 1.71% | 148 | -130 | -0.31% | Q1 2026 | May 19, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Added to | 41,679 | 4,936 | 0.51% | 0.5% | 149 | +422 | 1.02% | Q1 2026 | Apr 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 41,529 | 4,928 | 0.01% | 0.0% | 150 | +41,093 | 9425.0% | Q1 2026 | May 05, 2026 |
| First Citizens Financial Corp | History | Reduced | 40,403 | 4,785 | 2.26% | 2.27% | 151 | -69 | -0.17% | Q1 2026 | Apr 07, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 40,049 | 4,743 | 0.54% | 0.49% | 152 | +986 | 2.52% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 39,731 | 4,706 | 0.02% | 0.02% | 153 | +385 | 0.98% | Q1 2026 | Apr 30, 2026 |
| BKM Wealth Management, LLC | History | Reduced | 39,523 | 4,681 | 1.71% | 1.65% | 154 | -198 | -0.5% | Q1 2026 | Apr 22, 2026 |
| DT Investment Partners, LLC | History | No change | 38,530 | 4,563 | 0.38% | 0.36% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Salus Financial Advisors, LLC | History | Reduced | 38,344 | 4,541 | 2.65% | 2.64% | 156 | -339 | -0.88% | Q1 2026 | Apr 23, 2026 |
| Clayton Financial Group LLC | History | Added to | 38,336 | 4,540 | 2.33% | 2.22% | 157 | +68 | 0.18% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 37,181 | 4,404 | 0.01% | 0.01% | 158 | +1,685 | 4.75% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 36,939 | 4,375 | 0.01% | 0.01% | 159 | +10,853 | 41.6% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 37,896 | 4,309 | 0.31% | 0.32% | 160 | +22 | 0.06% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 36,265 | 4,296 | 0.14% | — | 161 | +36,265 | New | Q1 2026 | May 15, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 35,668 | 4,225 | 1.37% | 1.25% | 162 | -122 | -0.34% | Q1 2026 | May 07, 2026 |
| LTG Capital LLC | History | Reduced | 35,399 | 4,193 | 3.2% | 3.18% | 163 | -457 | -1.27% | Q1 2026 | May 15, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 34,532 | 4,090 | 1.38% | 2.09% | 164 | -20,138 | -36.84% | Q1 2026 | Apr 08, 2026 |
| GREENLEAF TRUST | History | Reduced | 34,206 | 4,051 | 0.04% | 0.04% | 165 | -329 | -0.95% | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 33,777 | 4,000 | 0.09% | 0.09% | 166 | -405 | -1.18% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 33,640 | 3,984 | 0.02% | 0.02% | 167 | -76 | -0.23% | Q1 2026 | May 15, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 32,804 | 3,885 | 0.15% | 0.14% | 168 | -1,890 | -5.45% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 32,649 | 3,867 | 0.02% | 0.02% | 169 | -1,358 | -3.99% | Q1 2026 | May 14, 2026 |
| Access Investment Management LLC | History | Reduced | 32,568 | 3,857 | 1.03% | 1.05% | 170 | -2,817 | -7.96% | Q1 2026 | May 21, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 32,137 | 3,806 | 0.21% | 0.28% | 171 | -12,195 | -27.51% | Q1 2026 | Apr 23, 2026 |
| Oxler Private Wealth LLC | History | Reduced | 32,013 | 3,791 | 1.19% | 1.08% | 172 | -836 | -2.54% | Q1 2026 | Apr 28, 2026 |
| HB Wealth Management, LLC | History | Added to | 31,995 | 3,789 | 0.02% | 0.01% | 173 | +17,223 | 116.59% | Q1 2026 | Apr 27, 2026 |
| Liberty Capital Management, Inc. | History | No change | 33,143 | 3,769 | 0.7% | 0.7% | 174 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 31,258 | 3,702 | 1.54% | 1.49% | 175 | -276 | -0.88% | Q1 2026 | Apr 15, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 31,034 | 3,675 | 0.1% | 0.12% | 176 | -4,200 | -11.92% | Q1 2026 | May 04, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 30,588 | 3,623 | 0.45% | 0.45% | 177 | -638 | -2.04% | Q1 2026 | May 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 31,793 | 3,615 | 0.48% | 0.48% | 178 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| InvesTrust | History | No change | 29,817 | 3,531 | 1.48% | 1.31% | 179 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 29,752 | 3,524 | 0.01% | 0.01% | 180 | -13,641 | -31.44% | Q1 2026 | May 04, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 29,371 | 3,478 | 1.33% | 0.06% | 181 | +24,163 | 463.96% | Q1 2026 | May 05, 2026 |
| Evensky & Katz LLC | History | Reduced | 29,313 | 3,472 | 0.2% | 0.21% | 182 | -2,732 | -8.53% | Q1 2026 | Apr 22, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 29,277 | 3,467 | 2.37% | 2.25% | 183 | -261 | -0.88% | Q1 2026 | May 04, 2026 |
| M1 Capital Management LLC | History | Reduced | 28,829 | 3,414 | 1.57% | 1.39% | 184 | -532 | -1.81% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 28,801 | 3,411 | 0.0% | 0.0% | 185 | -3,555 | -10.99% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 28,644 | 3,392 | 0.02% | 0.02% | 186 | -1,836 | -6.02% | Q1 2026 | Apr 24, 2026 |
| Causey Wealth LLC | History | Reduced | 28,299 | 3,352 | 1.42% | 1.76% | 187 | -3,463 | -10.9% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 27,920 | 3,304 | 0.02% | 0.02% | 188 | +1,760 | 6.73% | Q1 2026 | May 15, 2026 |
| Baring Financial LLC | History | Added to | 27,791 | 3,291 | 2.01% | 1.9% | 189 | +324 | 1.18% | Q1 2026 | Apr 06, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 27,426 | 3,248 | 0.96% | 0.92% | 190 | -728 | -2.59% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 28,304 | 3,221 | 0.02% | 0.03% | 191 | -7,193 | -20.26% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 27,117 | 3,212 | 0.02% | 0.01% | 192 | +14,980 | 123.42% | Q1 2026 | May 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 27,001 | 3,198 | 0.18% | 0.17% | 193 | -182 | -0.67% | Q1 2026 | Apr 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 26,646 | 3,156 | 0.06% | 0.06% | 194 | -1,711 | -6.03% | Q1 2026 | May 15, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 26,400 | 3,127 | 0.26% | 0.26% | 195 | -56 | -0.21% | Q1 2026 | May 05, 2026 |
| Birch Hill Investment Advisors LLC | History | Added to | 25,794 | 3,055 | 0.14% | 0.12% | 196 | +30 | 0.12% | Q1 2026 | Apr 29, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 25,708 | 3,045 | 0.57% | 0.51% | 197 | -1,018 | -3.81% | Q1 2026 | May 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 25,700 | 3,044 | 0.0% | 0.01% | 198 | -47,400 | -64.84% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 25,611 | 3,033 | 0.09% | 0.08% | 199 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Added to | 25,591 | 3,031 | 1.19% | 1.12% | 200 | +298 | 1.18% | Q1 2026 | May 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 25,471 | 3,017 | 0.31% | 0.3% | 201 | -647 | -2.48% | Q1 2026 | Apr 13, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 25,418 | 3,010 | 0.41% | 0.8% | 202 | -27,543 | -52.01% | Q1 2026 | Apr 07, 2026 |
| EVERPAR ADVISORS LLC | History | New | 25,341 | 3,001 | 1.03% | — | 203 | +25,341 | New | Q1 2026 | Apr 21, 2026 |
| Ballentine Partners, LLC | History | Reduced | 25,193 | 2,984 | 0.04% | 0.04% | 204 | -198 | -0.78% | Q1 2026 | May 14, 2026 |
| Camarda Financial Advisors, LLC | History | New | 25,182 | 2,982 | 1.57% | — | 205 | +25,182 | New | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 24,542 | 2,907 | 0.09% | 0.11% | 206 | -902 | -3.55% | Q1 2026 | May 07, 2026 |
| One Wealth Advisors, LLC | History | Added to | 24,280 | 2,875 | 0.36% | 0.34% | 207 | +147 | 0.61% | Q1 2026 | Apr 21, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 24,241 | 2,871 | 1.82% | 1.46% | 208 | +4,132 | 20.55% | Q1 2026 | Apr 22, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | Reduced | 23,568 | 2,791 | 0.22% | 0.24% | 209 | -2,524 | -9.67% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 23,481 | 2,781 | 0.03% | 0.03% | 210 | +221 | 0.95% | Q1 2026 | May 13, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 23,399 | 2,771 | 0.59% | 0.57% | 211 | -170 | -0.72% | Q1 2026 | May 08, 2026 |
| Midwest Trust Co | History | Added to | 23,389 | 2,770 | 0.03% | 0.03% | 212 | +708 | 3.12% | Q1 2026 | May 01, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 23,255 | 2,754 | 0.04% | 0.04% | 213 | -839 | -3.48% | Q1 2026 | Apr 21, 2026 |
| Columbia Bank | History | Added to | 23,198 | 2,747 | 0.78% | 0.63% | 214 | +3,303 | 16.6% | Q1 2026 | Apr 28, 2026 |
| WESBANCO BANK INC | History | Added to | 22,555 | 2,671 | 0.07% | 0.07% | 215 | +506 | 2.29% | Q1 2026 | Apr 21, 2026 |
| Astra Wealth Partners LLC | History | Added to | 22,351 | 2,647 | 1.58% | 1.47% | 216 | +330 | 1.5% | Q1 2026 | May 06, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 22,339 | 2,646 | 0.3% | 0.26% | 217 | +897 | 4.18% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Reduced | 22,192 | 2,628 | 0.01% | 0.01% | 218 | -2,601 | -10.49% | Q1 2026 | May 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | Reduced | 22,136 | 2,621 | 0.71% | 0.72% | 219 | -800 | -3.49% | Q1 2026 | May 12, 2026 |
| Triangle Securities Wealth Management | History | Reduced | 21,756 | 2,576 | 0.58% | 0.52% | 220 | -99 | -0.45% | Q1 2026 | Apr 20, 2026 |
| Apella Capital, LLC | History | Added to | 20,159 | 2,569 | 0.04% | 0.02% | 221 | +12,300 | 156.51% | Q1 2026 | Apr 20, 2026 |
| NWAM LLC | History | Reduced | 21,393 | 2,534 | 0.15% | 0.14% | 222 | -90 | -0.42% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Reduced | 21,166 | 2,507 | 0.03% | 0.04% | 223 | -2,871 | -11.94% | Q1 2026 | May 11, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 21,096 | 2,498 | 0.03% | 0.03% | 224 | -437 | -2.03% | Q1 2026 | May 04, 2026 |
| Strategic Blueprint, LLC | History | Added to | 20,818 | 2,465 | 0.14% | 0.14% | 225 | +319 | 1.56% | Q1 2026 | Apr 29, 2026 |
| MATHER GROUP, LLC. | History | Added to | 20,602 | 2,440 | 0.02% | 0.02% | 226 | +2,633 | 14.65% | Q1 2026 | Apr 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 20,118 | 2,383 | 0.0% | 0.0% | 227 | -711 | -3.41% | Q1 2026 | May 05, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 20,118 | 2,382 | 0.07% | 0.08% | 228 | -1,172 | -5.5% | Q1 2026 | Apr 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 20,000 | 2,369 | 0.01% | — | 229 | +20,000 | New | Q1 2026 | May 13, 2026 |
| St. Louis Trust Co | History | Reduced | 19,942 | 2,362 | 0.28% | 0.26% | 230 | -86 | -0.43% | Q1 2026 | May 14, 2026 |
| Capital Squared Financial LLC | History | Added to | 19,922 | 2,359 | 1.8% | 1.72% | 231 | +484 | 2.49% | Q1 2026 | May 01, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 19,579 | 2,319 | 0.26% | 0.26% | 232 | -610 | -3.02% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 19,389 | 2,296 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AtlasMark Financial, Inc | History | No change | 20,196 | 2,296 | 1.48% | 1.48% | 234 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LMG Wealth Partners, LLC | History | No change | 19,316 | 2,287 | 0.42% | 0.41% | 235 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 19,129 | 2,265 | 0.78% | 0.78% | 236 | +24 | 0.13% | Q1 2026 | Apr 23, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 19,077 | 2,259 | 0.06% | 0.06% | 237 | -949 | -4.74% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group | History | New | 18,497 | 2,191 | 0.15% | — | 238 | +18,497 | New | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 18,300 | 2,167 | 0.07% | 0.07% | 239 | -1,276 | -6.52% | Q1 2026 | May 15, 2026 |
| Taylor Financial Group, Inc. | History | Reduced | 18,250 | 2,161 | 1.31% | 1.32% | 240 | -1,467 | -7.44% | Q1 2026 | May 13, 2026 |
| Balboa Wealth Partners | History | New | 18,083 | 2,141 | 0.36% | — | 241 | +18,083 | New | Q1 2026 | Apr 16, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 17,743 | 2,101 | 0.26% | 0.27% | 242 | -350 | -1.93% | Q1 2026 | Apr 27, 2026 |
| Sequent Asset Management, LLC | History | No change | 18,402 | 2,093 | 0.93% | 0.93% | 243 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Net Worth Advisory Group | History | Added to | 17,554 | 2,079 | 0.43% | 0.4% | 244 | +24 | 0.14% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,288 | 2,047 | 0.03% | 0.0% | 245 | +16,709 | 2885.84% | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Added to | 17,285 | 2,047 | 0.23% | 0.21% | 246 | +681 | 4.1% | Q1 2026 | May 01, 2026 |
| Hurley Capital, LLC | History | Added to | 17,147 | 2,031 | 1.09% | 1.07% | 247 | +395 | 2.36% | Q1 2026 | May 06, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 17,138 | 2,029 | 0.08% | 0.08% | 248 | -1,379 | -7.45% | Q1 2026 | Apr 16, 2026 |
| Novak & Powell Financial Services, Inc. | History | Added to | 17,067 | 2,021 | 1.09% | 0.41% | 249 | +10,145 | 146.56% | Q1 2026 | May 14, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 16,533 | 1,958 | 0.28% | 0.34% | 250 | -4,367 | -20.89% | Q1 2026 | Apr 21, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 16,408 | 1,943 | 0.09% | 0.09% | 251 | -1,494 | -8.35% | Q1 2026 | Apr 09, 2026 |
| Prostatis Group LLC | History | Added to | 16,263 | 1,926 | 0.49% | 0.33% | 252 | +4,034 | 32.99% | Q1 2026 | May 12, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 16,795 | 1,910 | 0.51% | 0.51% | 253 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sequent Planning LLC | History | Reduced | 16,063 | 1,902 | 0.46% | 0.46% | 254 | -5 | -0.03% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 15,996 | 1,894 | 0.01% | 0.01% | 255 | -152 | -0.94% | Q1 2026 | May 01, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 15,215 | 1,802 | 0.01% | 0.01% | 256 | -460 | -2.93% | Q1 2026 | May 07, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 15,174 | 1,797 | 0.42% | 0.4% | 257 | -305 | -1.97% | Q1 2026 | May 13, 2026 |
| WealthCare Asset Management, LLC | History | New | 14,930 | 1,768 | 1.88% | — | 258 | +14,930 | New | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 14,667 | 1,737 | 0.04% | 0.04% | 259 | -1,065 | -6.77% | Q1 2026 | May 15, 2026 |
| CITY HOLDING CO | History | Added to | 14,625 | 1,732 | 0.22% | 0.2% | 260 | +681 | 4.88% | Q1 2026 | Apr 15, 2026 |
| Harvest Investment Services, LLC | History | New | 14,612 | 1,730 | 0.32% | — | 261 | +14,612 | New | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 14,335 | 1,697 | 0.24% | 0.23% | 262 | -465 | -3.14% | Q1 2026 | Apr 24, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 14,334 | 1,697 | 1.01% | 0.96% | 263 | +184 | 1.3% | Q1 2026 | Apr 14, 2026 |
| Zhang Financial LLC | History | Added to | 14,299 | 1,693 | 0.06% | 0.06% | 264 | +3 | 0.02% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 14,156 | 1,677 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 13,907 | 1,647 | 0.05% | 0.04% | 266 | +691 | 5.23% | Q1 2026 | Apr 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 14,189 | 1,644 | 0.05% | 0.05% | 267 | -20 | -0.14% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 13,845 | 1,639 | 0.0% | 0.0% | 268 | +628 | 4.75% | Q1 2026 | May 15, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 13,812 | 1,636 | 0.33% | 0.32% | 269 | -381 | -2.68% | Q1 2026 | Apr 15, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 13,758 | 1,629 | 0.06% | 0.06% | 270 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 13,743 | 1,627 | 0.23% | 0.22% | 271 | -15 | -0.11% | Q1 2026 | May 13, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Added to | 12,417 | 1,602 | 0.53% | 0.47% | 272 | +155 | 1.26% | Q1 2026 | Apr 28, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 13,473 | 1,595 | 0.1% | 0.14% | 273 | -4,863 | -26.52% | Q1 2026 | Apr 27, 2026 |
| King Wealth Management Group | History | Reduced | 13,436 | 1,591 | 0.2% | 0.19% | 274 | -444 | -3.2% | Q1 2026 | May 04, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 13,326 | 1,578 | 0.22% | 0.29% | 275 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 13,245 | 1,568 | 0.04% | — | 276 | +13,245 | New | Q1 2026 | Apr 27, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 12,816 | 1,518 | 0.21% | 0.2% | 277 | -226 | -1.73% | Q1 2026 | Apr 13, 2026 |
| Hudson Oak Wealth Advisory LLC | History | No change | 12,751 | 1,510 | 1.31% | 1.28% | 278 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 12,548 | 1,486 | 0.01% | 0.01% | 279 | +115 | 0.92% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 12,482 | 1,478 | 0.1% | 0.11% | 280 | -938 | -6.99% | Q1 2026 | Apr 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 12,355 | 1,476 | 0.03% | 0.03% | 281 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| American Investment Services, Inc. | History | Reduced | 12,416 | 1,470 | 0.33% | 0.34% | 282 | -344 | -2.7% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 12,143 | 1,438 | 0.0% | — | 283 | +12,143 | New | Q1 2026 | May 12, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 12,078 | 1,430 | 0.51% | 0.49% | 284 | +20 | 0.17% | Q1 2026 | Apr 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 12,052 | 1,427 | 0.04% | 0.04% | 285 | -85 | -0.7% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 11,955 | 1,416 | 0.0% | 0.0% | 286 | -3,846 | -24.34% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,784 | 1,395 | 0.03% | 0.01% | 287 | +9,347 | 383.55% | Q1 2026 | May 01, 2026 |
| Operose Advisors LLC | History | Added to | 11,643 | 1,379 | 0.32% | 0.31% | 288 | +8 | 0.07% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 12,111 | 1,377 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 11,414 | 1,351 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 11,811 | 1,343 | 0.09% | 0.09% | 291 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Lansing Street Advisors | History | Reduced | 11,232 | 1,330 | 0.33% | 0.33% | 292 | -279 | -2.42% | Q1 2026 | Apr 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 11,099 | 1,316 | 0.41% | 0.36% | 293 | +1,300 | 13.27% | Q1 2026 | May 14, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 11,058 | 1,309 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 10,940 | 1,295 | 0.06% | 0.07% | 295 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 10,478 | 1,281 | 0.35% | 0.71% | 296 | -11,261 | -51.8% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | No change | 10,686 | 1,265 | 0.12% | 0.15% | 297 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 10,649 | 1,261 | 0.1% | 0.1% | 298 | -397 | -3.59% | Q1 2026 | Apr 09, 2026 |
| Buck Wealth Strategies, LLC | History | New | 10,625 | 1,258 | 0.16% | — | 299 | +10,625 | New | Q1 2026 | May 08, 2026 |
| Compound Planning, Inc. | History | Reduced | 10,584 | 1,253 | 0.04% | 0.04% | 300 | -940 | -8.16% | Q1 2026 | May 14, 2026 |