iSHARES TRUST - IJT
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.
Details.
Showing first 300 of
819 rows for faster page load.
Load all rows.
Rows: 0
| 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 | 3,190,418 | 461,685 | 0.03% | 0.03% | 1 | +94,309 | 3.05% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,046,459 | 296,143 | 0.02% | 0.02% | 2 | +19,746 | 0.97% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,878,122 | 271,783 | 0.01% | 0.01% | 3 | +177,989 | 10.47% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,084,248 | 156,901 | 0.02% | 0.02% | 4 | +31,102 | 2.95% | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,045,467 | 151,289 | 0.25% | 0.16% | 5 | +209,320 | 25.03% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,034,483 | 149,699 | 0.03% | 0.03% | 6 | -49,785 | -4.59% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,031,245 | 149,231 | 0.04% | 0.04% | 7 | +74,139 | 7.75% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 880,071 | 127,355 | 0.08% | 0.07% | 8 | +47,178 | 5.66% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 867,154 | 125,485 | 0.07% | 0.07% | 9 | -17,037 | -1.93% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 536,550 | 77,644 | 0.02% | 0.02% | 10 | +66,333 | 14.11% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 482,180 | 69,776 | 0.1% | 0.09% | 11 | +12,965 | 2.76% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 441,109 | 63,832 | 0.22% | 0.24% | 12 | -95,163 | -17.75% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 420,756 | 58,825 | 0.0% | 0.0% | 13 | -1,571 | -0.37% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 365,965 | 52,961 | 0.06% | 0.06% | 14 | -2,663 | -0.72% | Q1 2026 | May 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 353,595 | 49,913 | 0.24% | 0.24% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 339,450 | 49,121 | 0.01% | 0.01% | 16 | +13,190 | 4.04% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 326,778 | 47,293 | 0.01% | 0.01% | 17 | -11,010 | -3.26% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 290,632 | 42,057 | 0.01% | 0.01% | 18 | +143,320 | 97.29% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Reduced | 273,823 | 39,624 | 0.06% | 0.06% | 19 | -2,110 | -0.76% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 261,738 | 37,876 | 0.05% | 0.02% | 20 | +130,430 | 99.33% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 251,455 | 36,402 | 0.05% | 0.03% | 21 | +92,849 | 58.54% | Q1 2026 | May 15, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 249,133 | 36,051 | 2.48% | 2.29% | 22 | +3,035 | 1.23% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 253,384 | 35,797 | 0.02% | 0.02% | 23 | +36,798 | 16.99% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 232,555 | 33,653 | 0.25% | 0.24% | 24 | +5,190 | 2.28% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 209,117 | 30,258 | 0.05% | 0.05% | 25 | +16,517 | 8.58% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 203,028 | 29,380 | 0.03% | 0.03% | 26 | +31,251 | 18.19% | Q1 2026 | May 13, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 190,029 | 27,499 | 2.4% | 2.28% | 27 | +14,754 | 8.42% | Q1 2026 | Apr 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 188,822 | 27,324 | 0.65% | 0.62% | 28 | -7,654 | -3.9% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 181,213 | 26,209 | 0.03% | 0.03% | 29 | -1,004 | -0.55% | Q1 2026 | May 13, 2026 |
| Falcon Wealth Planning | History | Added to | 178,532 | 25,835 | 1.76% | 2.0% | 30 | +10,478 | 6.23% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Reduced | 176,285 | 25,510 | 0.03% | 0.03% | 31 | -1,200 | -0.68% | Q1 2026 | May 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 164,021 | 23,735 | 2.62% | 2.54% | 32 | +4,505 | 2.82% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 157,632 | 22,810 | 0.94% | 0.92% | 33 | -53 | -0.03% | Q1 2026 | Apr 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 146,265 | 21,166 | 0.26% | 0.24% | 34 | +7,875 | 5.69% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 134,479 | 19,460 | 0.03% | 0.03% | 35 | +2,804 | 2.13% | Q1 2026 | May 14, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 129,856 | 18,791 | 5.57% | 5.48% | 36 | +1,008 | 0.78% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 129,080 | 18,680 | 0.11% | 0.11% | 37 | -4,497 | -3.37% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 126,832 | 18,353 | 0.14% | 0.13% | 38 | +667 | 0.53% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 126,336 | 18,283 | 0.02% | 0.02% | 39 | -4,234 | -3.24% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 125,997 | 18,233 | 0.21% | 0.17% | 40 | +29,963 | 31.2% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 123,263 | 17,767 | 0.03% | 0.02% | 41 | -427 | -0.35% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 121,045 | 17,516 | 0.49% | 0.54% | 42 | -11,029 | -8.35% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 111,989 | 16,205 | 0.01% | 0.01% | 43 | +9,153 | 8.9% | Q1 2026 | May 12, 2026 |
| Probity Advisors, Inc. | History | Added to | 111,864 | 16,187 | 2.56% | 2.49% | 44 | +1,857 | 1.69% | Q1 2026 | Apr 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 102,203 | 14,789 | 0.32% | 0.3% | 45 | +626 | 0.62% | Q1 2026 | May 07, 2026 |
| INSPIRE TRUST CO, N.A. | History | Added to | 102,000 | 14,760 | 2.28% | 2.27% | 46 | +4,000 | 4.08% | Q1 2026 | May 11, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 99,030 | 14,331 | 5.59% | 5.38% | 47 | +746 | 0.76% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 96,649 | 13,986 | 0.08% | 0.08% | 48 | +1,815 | 1.91% | Q1 2026 | May 15, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 94,923 | 13,736 | 1.69% | 1.72% | 49 | -4,924 | -4.93% | Q1 2026 | Apr 10, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 94,721 | 13,707 | 0.39% | 0.41% | 50 | -525 | -0.55% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 94,318 | 13,648 | 0.05% | 0.05% | 51 | -1,304 | -1.36% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 89,108 | 12,894 | 0.02% | 0.03% | 52 | +29,983 | 50.71% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 84,493 | 12,227 | 0.03% | 0.03% | 53 | +16,793 | 24.81% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 85,605 | 12,086 | 0.08% | 0.08% | 54 | +482 | 0.57% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 82,662 | 11,962 | 0.04% | 0.03% | 55 | +8,765 | 11.86% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 81,601 | 11,808 | 0.05% | 0.05% | 56 | +2,304 | 2.91% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 76,866 | 11,123 | 0.0% | 0.0% | 57 | +3,945 | 5.41% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 70,274 | 10,169 | 0.07% | 0.07% | 58 | -10,971 | -13.5% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 69,281 | 10,025 | 0.01% | 0.01% | 59 | +112 | 0.16% | Q1 2026 | May 14, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 69,010 | 9,986 | 1.02% | 1.01% | 60 | -1,370 | -1.95% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 68,357 | 9,892 | 0.05% | 0.05% | 61 | +2,722 | 4.15% | Q1 2026 | May 08, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 68,350 | 9,889 | 1.26% | 1.21% | 62 | -1,804 | -2.57% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 68,159 | 9,863 | 1.12% | 1.09% | 63 | -329 | -0.48% | Q1 2026 | Apr 16, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 67,552 | 9,775 | 0.02% | 0.02% | 64 | -1,320 | -1.92% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 67,376 | 9,750 | 0.03% | 0.02% | 65 | -3,073 | -4.36% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 64,719 | 9,365 | 0.0% | 0.0% | 66 | -1,350 | -2.04% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 64,593 | 9,347 | 0.01% | 0.01% | 67 | +5,658 | 9.6% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 63,450 | 9,181 | 0.37% | 0.34% | 68 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 62,236 | 9,140 | 0.82% | 0.81% | 69 | -1,286 | -2.02% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 62,510 | 9,045 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 59,272 | 8,577 | 0.03% | 0.03% | 71 | -262 | -0.44% | Q1 2026 | Apr 30, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 58,999 | 8,537 | 1.18% | 1.17% | 72 | -1,564 | -2.58% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 56,543 | 8,182 | 0.09% | 0.09% | 73 | +1,140 | 2.06% | Q1 2026 | Apr 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 55,968 | 8,099 | 0.45% | 0.45% | 74 | -185 | -0.33% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 55,009 | 7,960 | 0.01% | 0.01% | 75 | +10,575 | 23.8% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 53,781 | 7,782 | 0.0% | 0.0% | 76 | +903 | 1.71% | Q1 2026 | May 05, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 53,040 | 7,675 | 5.68% | 5.35% | 77 | +1,706 | 3.32% | Q1 2026 | May 15, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 52,791 | 7,639 | 2.02% | 1.92% | 78 | -132 | -0.25% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Reduced | 52,664 | 7,621 | 0.23% | 0.22% | 79 | -1,625 | -2.99% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 51,879 | 7,507 | 0.21% | 0.2% | 80 | +2,839 | 5.79% | Q1 2026 | May 04, 2026 |
| PW Nova Financial Services LLC | History | Added to | 51,092 | 7,393 | 1.85% | 2.74% | 81 | +417 | 0.82% | Q1 2026 | Apr 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 50,028 | 7,239 | 0.0% | 0.0% | 82 | -1,439 | -2.8% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 47,668 | 6,898 | 0.03% | 0.01% | 83 | +21,942 | 85.29% | Q1 2026 | May 11, 2026 |
| Clayton Financial Group LLC | History | Added to | 47,500 | 6,873 | 3.53% | 3.32% | 84 | +1,409 | 3.06% | Q1 2026 | Apr 13, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 42,941 | 6,851 | 0.15% | 0.16% | 85 | -105 | -0.24% | Q1 2026 | May 04, 2026 |
| NBT BANK N A /NY | History | Added to | 46,615 | 6,745 | 0.44% | 0.43% | 86 | +43,050 | 1207.57% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 46,067 | 6,666 | 0.09% | 0.09% | 87 | -3,171 | -6.44% | Q1 2026 | May 11, 2026 |
| Cottage Street Advisors LLC | History | Reduced | 42,661 | 6,173 | 2.67% | 2.64% | 88 | -1,599 | -3.61% | Q1 2026 | Apr 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 42,522 | 6,153 | 0.2% | 0.2% | 89 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 42,076 | 6,088 | 1.15% | 1.05% | 90 | -1,821 | -4.15% | Q1 2026 | May 20, 2026 |
| NORDEN GROUP LLC | History | New | 41,435 | 5,996 | 0.58% | — | 91 | +41,435 | New | Q1 2026 | Apr 15, 2026 |
| BOKF, NA | History | Reduced | 41,037 | 5,938 | 0.09% | 0.09% | 92 | -158 | -0.38% | Q1 2026 | May 08, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 40,470 | 5,856 | 0.22% | 0.21% | 93 | -500 | -1.22% | Q1 2026 | May 12, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 39,970 | 5,784 | 1.88% | 1.77% | 94 | -778 | -1.91% | Q1 2026 | May 07, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 39,958 | 5,782 | 0.25% | 0.24% | 95 | -1,131 | -2.75% | Q1 2026 | May 14, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 38,749 | 5,607 | 0.12% | 0.11% | 96 | +2 | 0.01% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Reduced | 38,260 | 5,536 | 0.2% | 0.2% | 97 | -1 | -0.0% | Q1 2026 | Apr 20, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 38,156 | 5,521 | 1.55% | 1.56% | 98 | +879 | 2.36% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 37,580 | 5,438 | 0.0% | 0.0% | 99 | +3,030 | 8.77% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 37,427 | 5,415 | 0.07% | 0.06% | 100 | +3,251 | 9.51% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 38,194 | 5,391 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 36,094 | 5,223 | 0.09% | 0.1% | 102 | +1,110 | 3.17% | Q1 2026 | May 18, 2026 |
| Private Advisor Group, LLC | History | Reduced | 35,932 | 5,199 | 0.02% | 0.02% | 103 | -919 | -2.49% | Q1 2026 | Apr 24, 2026 |
| Asset Management Group, Inc. | History | Reduced | 35,013 | 5,066 | 0.82% | 0.82% | 104 | -791 | -2.21% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 34,830 | 5,040 | 0.32% | 0.33% | 105 | -41 | -0.12% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 34,297 | 4,963 | 0.01% | 0.01% | 106 | +257 | 0.75% | Q1 2026 | May 14, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 33,782 | 4,888 | 1.22% | 1.18% | 107 | -1,081 | -3.1% | Q1 2026 | Apr 28, 2026 |
| Taylor Financial Group, Inc. | History | Added to | 33,474 | 4,844 | 2.94% | 1.46% | 108 | +15,835 | 89.77% | Q1 2026 | May 13, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 33,116 | 4,792 | 1.69% | 1.48% | 109 | +3,671 | 12.47% | Q1 2026 | Apr 08, 2026 |
| First Citizens Financial Corp | History | Reduced | 32,988 | 4,773 | 2.25% | 2.31% | 110 | -197 | -0.59% | Q1 2026 | Apr 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 32,956 | 4,769 | 0.17% | 0.21% | 111 | -7,995 | -19.52% | Q1 2026 | Apr 28, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 32,179 | 4,656 | 0.77% | 0.73% | 112 | +1,366 | 4.43% | Q1 2026 | Apr 29, 2026 |
| Veratis Advisors, Inc. | History | No change | 30,499 | 4,653 | 3.68% | 3.68% | 113 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 30,506 | 4,480 | 0.01% | 0.01% | 114 | -7,614 | -19.97% | Q1 2026 | Apr 08, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 30,547 | 4,420 | 1.33% | 1.14% | 115 | +1,098 | 3.73% | Q1 2026 | Apr 15, 2026 |
| May Barnhard Investments LLC | History | Reduced | 30,384 | 4,396 | 2.13% | 2.16% | 116 | -2,044 | -6.3% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 30,254 | 4,378 | 0.03% | 0.02% | 118 | +6,815 | 29.08% | Q1 2026 | Apr 27, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 30,247 | 4,378 | 1.04% | 1.0% | 117 | -164 | -0.54% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 30,119 | 4,359 | 0.03% | 0.03% | 119 | +4,030 | 15.45% | Q1 2026 | Apr 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 29,895 | 4,326 | 0.01% | 0.01% | 120 | +238 | 0.8% | Q1 2026 | Apr 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 29,612 | 4,285 | 0.1% | 0.1% | 121 | -1,425 | -4.59% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 29,368 | 4,249 | 0.03% | 0.04% | 122 | +3,399 | 13.09% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 29,298 | 4,239 | 0.02% | 0.03% | 123 | -3,072 | -9.49% | Q1 2026 | May 15, 2026 |
| Neumann Capital Management, LLC | History | Reduced | 29,270 | 4,235 | 1.25% | 1.22% | 124 | -690 | -2.3% | Q1 2026 | Apr 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 29,062 | 4,206 | 0.01% | 0.01% | 125 | -80 | -0.27% | Q1 2026 | May 13, 2026 |
| LTG Capital LLC | History | Reduced | 28,940 | 4,187 | 3.2% | 3.19% | 126 | -76 | -0.26% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 28,708 | 4,154 | 0.0% | 0.0% | 127 | -1,272 | -4.24% | Q1 2026 | May 14, 2026 |
| BFSG, LLC | History | Added to | 28,565 | 4,133 | 0.39% | 0.35% | 128 | +2,823 | 10.97% | Q1 2026 | Apr 28, 2026 |
| GREENLEAF TRUST | History | Reduced | 28,359 | 4,103 | 0.04% | 0.04% | 129 | -655 | -2.26% | Q1 2026 | Apr 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 27,627 | 3,997 | 0.05% | 0.05% | 130 | +1,398 | 5.33% | Q1 2026 | Apr 21, 2026 |
| Mesirow Financial Investment Management, Inc. | History | New | 26,746 | 3,870 | 0.06% | — | 131 | +26,746 | New | Q1 2026 | Apr 21, 2026 |
| Stone Wealth Partners | History | Added to | 26,242 | 3,797 | 3.41% | 3.28% | 132 | +149 | 0.57% | Q1 2026 | May 07, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 24,826 | 3,592 | 0.06% | 0.06% | 133 | -2,293 | -8.46% | Q1 2026 | May 05, 2026 |
| FIRST HORIZON CORP | History | Reduced | 24,499 | 3,545 | 0.15% | 0.16% | 134 | -501 | -2.0% | Q1 2026 | Apr 30, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 24,419 | 3,533 | 0.44% | 0.45% | 135 | -852 | -3.37% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,337 | 3,521 | 0.0% | 0.0% | 136 | -18,647 | -43.38% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 24,121 | 3,496 | 0.02% | 0.02% | 137 | +1,467 | 6.48% | Q1 2026 | May 15, 2026 |
| BKM Wealth Management, LLC | History | Added to | 23,244 | 3,363 | 1.23% | 1.17% | 138 | +517 | 2.27% | Q1 2026 | Apr 22, 2026 |
| Baring Financial LLC | History | Added to | 23,096 | 3,342 | 2.04% | 1.98% | 139 | +101 | 0.44% | Q1 2026 | Apr 06, 2026 |
| M1 Capital Management LLC | History | Reduced | 23,000 | 3,328 | 1.53% | 1.36% | 140 | -152 | -0.66% | Q1 2026 | May 08, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Reduced | 22,968 | 3,323 | 1.61% | 1.6% | 141 | -505 | -2.15% | Q1 2026 | May 07, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 22,193 | 3,211 | 0.77% | 0.74% | 142 | +2,220 | 11.12% | Q1 2026 | Apr 24, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 21,717 | 3,142 | 0.08% | 0.07% | 143 | +1,865 | 9.39% | Q1 2026 | May 01, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 21,420 | 3,099 | 0.38% | 0.38% | 144 | +54 | 0.25% | Q1 2026 | Apr 27, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 21,379 | 3,093 | 1.34% | 1.3% | 145 | -44 | -0.21% | Q1 2026 | May 05, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 21,356 | 3,090 | 0.43% | 0.48% | 146 | -2,519 | -10.55% | Q1 2026 | May 13, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 20,439 | 2,957 | 0.17% | 0.23% | 147 | -8,572 | -29.55% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 20,290 | 2,936 | 0.02% | 0.03% | 148 | -18,833 | -48.14% | Q1 2026 | May 05, 2026 |
| John A. Wolfe & Associates, Inc. | History | Reduced | 20,271 | 2,933 | 4.5% | 1.58% | 149 | -394 | -1.91% | Q1 2026 | May 04, 2026 |
| Blue Edge Capital, LLC | History | No change | 20,758 | 2,930 | 0.39% | 0.39% | 150 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 20,201 | 2,923 | 0.41% | 0.42% | 151 | -476 | -2.3% | Q1 2026 | Apr 20, 2026 |
| Savant Capital, LLC | History | Reduced | 20,180 | 2,920 | 0.01% | 0.02% | 152 | -849 | -4.04% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 19,918 | 2,882 | 0.02% | 0.02% | 153 | -446 | -2.19% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 19,207 | 2,779 | 0.07% | 0.08% | 154 | -822 | -4.1% | Q1 2026 | Apr 16, 2026 |
| Broadview Financial Management, LLC | History | Reduced | 19,130 | 2,768 | 1.89% | 1.84% | 155 | -325 | -1.67% | Q1 2026 | May 04, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 18,926 | 2,738 | 2.53% | 2.53% | 156 | -407 | -2.11% | Q1 2026 | May 08, 2026 |
| MSH Capital Advisors LLC | History | Added to | 18,388 | 2,660 | 0.56% | 0.55% | 157 | +105 | 0.57% | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | Reduced | 18,131 | 2,623 | 0.04% | 0.04% | 158 | -1,405 | -7.19% | Q1 2026 | Apr 27, 2026 |
| Asset Dedication, LLC | History | No change | 18,391 | 2,596 | 0.17% | 0.17% | 159 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NorthRock Partners, LLC | History | Reduced | 17,811 | 2,577 | 0.04% | 0.04% | 160 | -368 | -2.02% | Q1 2026 | May 15, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 17,748 | 2,568 | 0.67% | 0.7% | 161 | -1,210 | -6.38% | Q1 2026 | May 01, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 17,678 | 2,558 | 0.16% | 0.16% | 162 | +585 | 3.42% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,030 | 2,487 | 0.02% | 0.02% | 163 | +2,753 | 19.28% | Q1 2026 | Apr 07, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 17,023 | 2,463 | 0.1% | 0.1% | 164 | +107 | 0.63% | Q1 2026 | Apr 30, 2026 |
| InvesTrust | History | Added to | 16,975 | 2,456 | 1.03% | 0.92% | 165 | +78 | 0.46% | Q1 2026 | Apr 07, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Reduced | 16,685 | 2,414 | 0.73% | 0.74% | 166 | -532 | -3.09% | Q1 2026 | May 07, 2026 |
| Lee-Kelleher Wealth Management | History | Added to | 16,595 | 2,401 | 1.43% | 1.39% | 167 | +93 | 0.56% | Q1 2026 | Apr 14, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 16,322 | 2,397 | 0.3% | 0.3% | 168 | -82 | -0.5% | Q1 2026 | Apr 07, 2026 |
| Serenity Investment Advisors | History | No change | 15,886 | 2,325 | 1.36% | 1.36% | 169 | 0 | 0.0% | Q4 2025 | May 22, 2026 |
| One Capital Management, LLC | History | Reduced | 15,996 | 2,314 | 0.06% | 0.36% | 170 | -68,232 | -81.01% | Q1 2026 | May 12, 2026 |
| MidFirst Bank | History | Added to | 15,758 | 2,280 | 0.19% | 0.18% | 171 | +45 | 0.29% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 15,648 | 2,264 | 0.02% | 0.02% | 172 | +2,087 | 15.39% | Q1 2026 | May 08, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Added to | 15,591 | 2,256 | 1.37% | 1.25% | 173 | +1,064 | 7.32% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 15,475 | 2,239 | 0.04% | 0.04% | 174 | -54 | -0.35% | Q1 2026 | May 07, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 15,098 | 2,184 | 0.31% | 0.41% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | Reduced | 15,029 | 2,174 | 0.85% | 0.82% | 176 | -22 | -0.15% | Q1 2026 | May 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 14,689 | 2,125 | 0.22% | 0.25% | 177 | -2,192 | -12.99% | Q1 2026 | Apr 13, 2026 |
| Capital Squared Financial LLC | History | Added to | 14,681 | 2,124 | 1.62% | 1.53% | 178 | +822 | 5.93% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 14,627 | 2,116 | 0.04% | 0.05% | 179 | -3,159 | -17.76% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | Added to | 14,372 | 2,079 | 0.02% | 0.01% | 180 | +12,706 | 762.67% | Q1 2026 | May 12, 2026 |
| Net Worth Advisory Group | History | Added to | 14,187 | 2,052 | 0.43% | 0.4% | 181 | +179 | 1.28% | Q1 2026 | May 05, 2026 |
| Columbia Bank | History | Added to | 14,179 | 2,051 | 0.59% | 0.47% | 183 | +2,142 | 17.8% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 14,180 | 2,051 | 0.0% | 0.0% | 182 | -55 | -0.39% | Q1 2026 | May 11, 2026 |
| Thomasville National Bank | History | No change | 14,438 | 2,038 | 0.13% | 0.13% | 184 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 13,888 | 2,009 | 0.74% | 0.7% | 185 | +178 | 1.3% | Q1 2026 | Apr 30, 2026 |
| CITY HOLDING CO | History | Reduced | 13,735 | 1,987 | 0.25% | 0.24% | 186 | -159 | -1.14% | Q1 2026 | Apr 15, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 13,686 | 1,980 | 0.96% | 0.98% | 187 | -210 | -1.51% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,120 | 1,898 | 0.03% | 0.03% | 188 | +592 | 4.73% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 13,322 | 1,880 | 0.0% | 0.0% | 189 | -7,763 | -36.82% | Q1 2026 | May 15, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 12,888 | 1,865 | 0.26% | 0.25% | 190 | +68 | 0.53% | Q1 2026 | May 14, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 12,801 | 1,852 | 0.05% | 0.05% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 12,713 | 1,839 | 0.07% | 0.08% | 192 | -2,028 | -13.76% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 12,644 | 1,829 | 0.01% | 0.0% | 193 | +1,462 | 13.07% | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 12,577 | 1,820 | 0.02% | 0.02% | 194 | -129 | -1.02% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 12,361 | 1,788 | 0.01% | 0.01% | 195 | +1,286 | 11.61% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 12,209 | 1,767 | 0.06% | 0.02% | 196 | +8,866 | 265.21% | Q1 2026 | May 15, 2026 |
| Capital Square, LLC | History | Added to | 10,951 | 1,757 | 0.81% | 0.56% | 198 | +3,166 | 40.67% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 12,145 | 1,757 | 0.1% | 0.1% | 197 | +404 | 3.44% | Q1 2026 | May 14, 2026 |
| Ironwood Financial, llc | History | Reduced | 11,932 | 1,726 | 0.3% | 0.31% | 199 | -252 | -2.07% | Q1 2026 | Apr 16, 2026 |
| Ballentine Partners, LLC | History | Reduced | 11,885 | 1,719 | 0.02% | 0.03% | 200 | -1,835 | -13.37% | Q1 2026 | May 14, 2026 |
| Novak & Powell Financial Services, Inc. | History | Reduced | 11,851 | 1,714 | 0.92% | 1.48% | 201 | -10,164 | -46.17% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Added to | 11,826 | 1,711 | 0.02% | 0.01% | 202 | +2,262 | 23.65% | Q1 2026 | Apr 13, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 11,787 | 1,705 | 0.8% | 0.72% | 203 | -37 | -0.31% | Q1 2026 | May 14, 2026 |
| OARSMAN CAPITAL, INC. | History | Reduced | 11,738 | 1,698 | 0.21% | 0.22% | 204 | -207 | -1.73% | Q1 2026 | Apr 27, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 11,667 | 1,688 | 0.36% | 0.41% | 205 | +18 | 0.15% | Q1 2026 | May 12, 2026 |
| Newton One Investments LLC | History | Reduced | 11,614 | 1,680 | 0.46% | 2.35% | 206 | -44,934 | -79.46% | Q1 2026 | Apr 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 11,446 | 1,656 | 0.04% | 0.03% | 207 | +1,993 | 21.08% | Q1 2026 | May 11, 2026 |
| PSI Advisors, LLC | History | Reduced | 11,372 | 1,645 | 0.39% | 0.41% | 208 | -120 | -1.04% | Q1 2026 | May 14, 2026 |
| Cranbrook Wealth Management, LLC | History | Reduced | 11,343 | 1,641 | 0.33% | 0.32% | 209 | -252 | -2.17% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 11,121 | 1,609 | 0.28% | 0.2% | 210 | +4,949 | 80.18% | Q1 2026 | Apr 09, 2026 |
| Moors & Cabot, Inc. | History | Added to | 10,963 | 1,586 | 0.07% | 0.07% | 211 | +55 | 0.5% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Reduced | 10,679 | 1,545 | 0.01% | 0.01% | 212 | -41 | -0.38% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 10,630 | 1,538 | 0.04% | 0.04% | 213 | +352 | 3.42% | Q1 2026 | Apr 21, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 10,619 | 1,536 | 0.01% | 0.01% | 214 | -550 | -4.92% | Q1 2026 | May 01, 2026 |
| LGL PARTNERS, LLC | History | Added to | 10,592 | 1,532 | 0.63% | 0.64% | 215 | +16 | 0.15% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,843 | 1,530 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 10,497 | 1,519 | 0.21% | 0.2% | 217 | -167 | -1.57% | Q1 2026 | Apr 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 10,480 | 1,516 | 0.82% | 0.99% | 218 | -2,154 | -17.05% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,463 | 1,514 | 0.0% | — | 220 | +10,463 | New | Q1 2026 | May 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 10,464 | 1,514 | 0.26% | 0.25% | 219 | -263 | -2.45% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 10,373 | 1,501 | 0.02% | 0.02% | 221 | -1,174 | -10.17% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,367 | 1,500 | 0.0% | 0.0% | 222 | -299 | -2.8% | Q1 2026 | May 15, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 10,311 | 1,492 | 0.31% | 0.32% | 223 | -5 | -0.05% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 10,277 | 1,487 | 0.0% | 0.0% | 224 | +422 | 4.28% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 10,230 | 1,480 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 10,074 | 1,457 | 0.08% | 0.08% | 226 | -1,160 | -10.33% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 9,848 | 1,455 | 0.02% | 0.02% | 227 | -437 | -4.25% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 9,844 | 1,454 | 0.03% | 0.03% | 228 | -150 | -1.5% | Q1 2026 | Apr 28, 2026 |
| Beaumont Asset Management, L.L.C. | History | Added to | 10,015 | 1,449 | 0.65% | 0.7% | 229 | +42 | 0.42% | Q1 2026 | Apr 21, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 9,922 | 1,435 | 0.02% | 0.02% | 230 | -1,329 | -11.81% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,911 | 1,434 | 0.03% | 0.03% | 231 | -228 | -2.25% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Reduced | 9,505 | 1,375 | 0.1% | 0.13% | 232 | -2,497 | -20.8% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 9,185 | 1,329 | 0.1% | 0.1% | 233 | -261 | -2.76% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Added to | 9,062 | 1,311 | 0.01% | 0.01% | 234 | +1,885 | 26.26% | Q1 2026 | May 15, 2026 |
| WILLNER & HELLER, LLC | History | Added to | 8,968 | 1,297 | 0.97% | 0.91% | 235 | +14 | 0.16% | Q1 2026 | Apr 17, 2026 |
| Brookstone Capital Management | History | Reduced | 8,877 | 1,284 | 0.01% | 0.01% | 236 | -90 | -1.0% | Q1 2026 | Apr 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 8,691 | 1,257 | 0.0% | 0.0% | 237 | +5,573 | 178.74% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 8,674 | 1,255 | 0.0% | 0.0% | 238 | +607 | 7.52% | Q1 2026 | May 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 8,670 | 1,254 | 0.07% | 0.07% | 239 | -285 | -3.18% | Q1 2026 | Apr 20, 2026 |
| Midwest Trust Co | History | Added to | 8,649 | 1,251 | 0.02% | 0.01% | 240 | +864 | 11.1% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 8,513 | 1,231 | 0.03% | 0.03% | 241 | -206 | -2.36% | Q1 2026 | Apr 07, 2026 |
| Transcendent Capital Group LLC | History | Added to | 8,441 | 1,221 | 0.56% | 0.37% | 242 | +2,582 | 44.07% | Q1 2026 | Apr 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,409 | 1,216 | 0.03% | 0.01% | 244 | +5,301 | 170.56% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Added to | 8,409 | 1,216 | 0.01% | 0.01% | 243 | +602 | 7.71% | Q1 2026 | May 11, 2026 |
| Financial Alternatives, Inc | History | No change | 8,407 | 1,216 | 0.66% | 0.69% | 245 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ruggaard & Associates LLC | History | No change | 8,612 | 1,215 | 0.48% | 0.48% | 246 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 8,356 | 1,209 | 0.02% | 0.03% | 247 | -1,094 | -11.58% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 8,332 | 1,205 | 0.02% | 0.02% | 248 | +405 | 5.11% | Q1 2026 | Apr 14, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 8,311 | 1,202 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Peregrine Asset Advisers, Inc. | History | Reduced | 8,138 | 1,177 | 0.32% | 0.33% | 250 | -29 | -0.36% | Q1 2026 | Apr 24, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | No change | 8,127 | 1,176 | 0.31% | 0.27% | 251 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 8,125 | 1,175 | 0.01% | 0.01% | 252 | +993 | 13.92% | Q1 2026 | Apr 15, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 7,897 | 1,142 | 0.12% | 0.1% | 253 | +1,064 | 15.57% | Q1 2026 | Apr 21, 2026 |
| VestGen Advisors, LLC | History | Reduced | 7,003 | 1,127 | 0.03% | 0.04% | 254 | -267 | -3.67% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 7,784 | 1,126 | 0.07% | 0.07% | 255 | +371 | 5.0% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,725 | 1,117 | 0.01% | 0.01% | 256 | +142 | 1.87% | Q1 2026 | May 13, 2026 |
| Quadcap Wealth Management, LLC | History | Added to | 7,599 | 1,099 | 0.13% | 0.12% | 257 | +66 | 0.88% | Q1 2026 | May 15, 2026 |
| Patten Group, Inc. | History | Added to | 7,523 | 1,088 | 0.19% | 0.15% | 258 | +1,601 | 27.03% | Q1 2026 | Apr 24, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 7,470 | 1,080 | 0.25% | 0.24% | 260 | -147 | -1.93% | Q1 2026 | Apr 15, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 7,465 | 1,080 | 0.2% | 0.18% | 259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 7,455 | 1,078 | 0.01% | 0.0% | 261 | +3,322 | 80.38% | Q1 2026 | May 05, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 7,433 | 1,075 | 0.05% | 0.05% | 262 | +231 | 3.21% | Q1 2026 | Apr 09, 2026 |
| Hurley Capital, LLC | History | Added to | 7,417 | 1,073 | 0.57% | 0.55% | 263 | +474 | 6.83% | Q1 2026 | May 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 7,321 | 1,059 | 0.07% | 0.06% | 264 | +763 | 11.63% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 7,282 | 1,053 | 0.01% | 0.01% | 265 | +288 | 4.12% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 7,271 | 1,052 | 0.36% | 0.37% | 266 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 7,193 | 1,040 | 0.0% | — | 267 | +7,193 | New | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | Reduced | 7,112 | 1,029 | 0.09% | 0.09% | 268 | -258 | -3.5% | Q1 2026 | Apr 22, 2026 |
| Hyundai Investments Co., Ltd. | History | Added to | 7,283 | 1,018 | 1.15% | 0.82% | 269 | +1,429 | 24.41% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 7,034 | 1,017 | 0.01% | 0.01% | 270 | -32 | -0.45% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | Added to | 7,022 | 1,016 | 0.01% | 0.01% | 271 | +2 | 0.03% | Q1 2026 | May 06, 2026 |
| Royal Fund Management, LLC | History | Added to | 6,984 | 1,013 | 0.1% | 0.07% | 272 | +1,380 | 24.63% | Q1 2026 | May 19, 2026 |
| Essex Financial Services, Inc. | History | Added to | 6,902 | 998 | 0.06% | 0.06% | 273 | +51 | 0.74% | Q1 2026 | Apr 24, 2026 |
| Key FInancial Inc | History | Reduced | 6,896 | 997 | 0.18% | 0.18% | 274 | -20 | -0.29% | Q1 2026 | Apr 24, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 6,794 | 983 | 0.03% | 0.03% | 275 | +11 | 0.16% | Q1 2026 | May 11, 2026 |
| EFG International AG | History | No change | 6,792 | 982 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lee Financial Co | History | Reduced | 6,632 | 959 | 0.14% | 1.06% | 277 | -49,045 | -88.09% | Q1 2026 | Apr 13, 2026 |
| MCF Advisors LLC | History | Added to | 6,633 | 959 | 0.04% | 0.05% | 278 | +667 | 11.18% | Q1 2026 | May 11, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 6,215 | 957 | 0.15% | 0.14% | 279 | -110 | -1.74% | Q1 2026 | Apr 16, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 6,546 | 947 | 0.03% | 0.03% | 280 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,537 | 945 | 0.02% | 0.02% | 281 | -43 | -0.65% | Q1 2026 | Apr 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 6,497 | 940 | 0.07% | 0.07% | 282 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 6,460 | 934 | 0.01% | 0.01% | 283 | +402 | 6.64% | Q1 2026 | May 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 6,350 | 918 | 0.03% | 0.02% | 284 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Signature Equity Partners, LLC | History | Added to | 6,203 | 897 | 0.48% | 0.47% | 285 | +204 | 3.4% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 6,088 | 880 | 0.2% | 0.2% | 286 | -33 | -0.54% | Q1 2026 | Apr 15, 2026 |
| Finley Financial, LLC | History | No change | 6,055 | 876 | 0.41% | 0.39% | 287 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Prospect Financial Services LLC | History | Reduced | 6,027 | 872 | 0.53% | 0.57% | 288 | -977 | -13.95% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,006 | 847 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Reduced | 5,814 | 841 | 0.52% | 0.5% | 291 | -172 | -2.87% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,814 | 841 | 0.01% | 0.01% | 290 | +84 | 1.47% | Q1 2026 | May 13, 2026 |
| Legacy Trust | History | Reduced | 5,785 | 837 | 0.16% | 0.15% | 292 | -15 | -0.26% | Q1 2026 | Apr 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 5,781 | 836 | 0.22% | 0.18% | 293 | +277 | 5.03% | Q1 2026 | May 11, 2026 |
| Kendall Capital Management | History | Added to | 5,690 | 823 | 0.17% | 0.16% | 294 | +338 | 6.32% | Q1 2026 | Apr 24, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Reduced | 5,659 | 818 | 0.35% | 0.38% | 297 | -695 | -10.94% | Q1 2026 | Apr 20, 2026 |
| ASPIRIANT, LLC | History | No change | 5,653 | 818 | 0.02% | 0.02% | 295 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Advisory Group LLC | History | No change | 5,653 | 818 | 0.05% | 0.06% | 296 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keenan, LLC | History | Reduced | 5,619 | 810 | 0.68% | 1.21% | 298 | -4,114 | -42.27% | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Reduced | 5,594 | 809 | 0.09% | 0.09% | 299 | -116 | -2.03% | Q1 2026 | May 01, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 5,580 | 807 | 0.04% | 0.04% | 300 | +171 | 3.16% | Q1 2026 | Apr 30, 2026 |