iSHARES TRUST - ILCB
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 548,477 | 49,286 | 0.35% | 0.37% | 1 | +28,608 | 5.5% | Q1 2026 | Apr 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 506,881 | 45,547 | 0.01% | 0.01% | 2 | -8,032 | -1.56% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 490,382 | 44,065 | 0.0% | 0.0% | 3 | -57,104 | -10.43% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 381,156 | 35,973 | 0.23% | 0.25% | 4 | -2,130 | -0.56% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 249,260 | 22,398 | 0.01% | 0.01% | 5 | +2,792 | 1.13% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 218,649 | 19,647 | 0.02% | 0.02% | 6 | +10,298 | 4.94% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 168,688 | 15,291 | 0.03% | 0.02% | 7 | +3,196 | 1.93% | Q1 2026 | Apr 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 174,034 | 15,194 | 0.0% | 0.0% | 8 | +1,990 | 1.16% | Q1 2026 | May 13, 2026 |
| WIN ADVISORS, INC | History | New | 165,387 | 14,861 | 6.8% | — | 9 | +165,387 | New | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 151,818 | 13,643 | 0.02% | 0.01% | 10 | +78,629 | 107.43% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 120,674 | 10,843 | 0.02% | 0.02% | 11 | -8,304 | -6.44% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 117,728 | 10,579 | 0.0% | 0.0% | 12 | +73,004 | 163.23% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 114,117 | 10,254 | 0.0% | 0.0% | 13 | +13,157 | 13.03% | Q1 2026 | May 15, 2026 |
| Wealth Forward, LLC | History | Added to | 99,857 | 8,973 | 5.06% | 5.24% | 14 | +1,593 | 1.62% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 97,944 | 8,801 | 0.0% | 0.0% | 15 | -2,165 | -2.16% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 95,912 | 8,618 | 0.01% | 0.0% | 16 | +2,890 | 3.11% | Q1 2026 | May 15, 2026 |
| Center for Wealth Management Advisory | History | Added to | 93,439 | 8,396 | 6.05% | 6.43% | 17 | +973 | 1.05% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 83,274 | 7,483 | 0.28% | 0.3% | 18 | -1,640 | -1.93% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 83,037 | 7,461 | 0.0% | 0.0% | 19 | -1,331 | -1.58% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 73,142 | 6,572 | 0.05% | 0.06% | 20 | -343 | -0.47% | Q1 2026 | Apr 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 63,337 | 5,691 | 0.01% | 0.01% | 21 | -340 | -0.53% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 50,314 | 4,521 | 0.01% | 0.01% | 22 | +20,571 | 69.16% | Q1 2026 | Apr 30, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 44,255 | 3,976 | 0.63% | 0.67% | 23 | +1,113 | 2.58% | Q1 2026 | May 07, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 42,290 | 3,799 | 0.06% | 0.07% | 24 | -393 | -0.92% | Q1 2026 | May 05, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 39,160 | 3,518 | 0.91% | 1.05% | 25 | -792 | -1.98% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 39,083 | 3,511 | 0.0% | 0.0% | 26 | +2,906 | 8.03% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 38,607 | 3,469 | 0.0% | 0.0% | 27 | -71,451 | -64.92% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 35,294 | 3,171 | 0.07% | 0.07% | 28 | +1,962 | 5.89% | Q1 2026 | May 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 35,015 | 3,146 | 1.53% | 1.75% | 29 | -677 | -1.9% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,158 | 3,035 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 29,389 | 2,640 | 0.0% | 0.0% | 31 | -16,710 | -36.25% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 29,035 | 2,609 | 0.0% | 0.0% | 32 | +2,959 | 11.35% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 28,645 | 2,593 | 0.04% | 0.05% | 33 | -192 | -0.67% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 28,139 | 2,528 | 0.01% | 0.01% | 34 | -149 | -0.53% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 24,703 | 2,219 | 0.0% | 0.0% | 35 | +1,192 | 5.07% | Q1 2026 | May 15, 2026 |
| Elevation Capital Advisory, LLC | History | New | 24,556 | 2,206 | 0.94% | — | 36 | +24,556 | New | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 23,564 | 2,117 | 0.0% | 0.0% | 37 | +5,056 | 27.32% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 21,813 | 1,960 | 0.01% | 0.01% | 38 | -1,691 | -7.19% | Q1 2026 | May 04, 2026 |
| Edge Financial Advisors LLC | History | No change | 20,007 | 1,888 | 0.79% | 0.79% | 39 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| American Trust | History | Added to | 17,801 | 1,599 | 0.14% | 0.13% | 40 | +1,396 | 8.51% | Q1 2026 | May 01, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 17,515 | 1,573 | 1.04% | 1.1% | 41 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Arkadios Wealth Advisors | History | New | 16,819 | 1,511 | 0.02% | — | 42 | +16,819 | New | Q1 2026 | May 18, 2026 |
| Mariner, LLC | History | Added to | 16,283 | 1,463 | 0.0% | 0.0% | 43 | +788 | 5.09% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 16,076 | 1,444 | 0.01% | 0.01% | 44 | -158 | -0.97% | Q1 2026 | Apr 24, 2026 |
| May Barnhard Investments LLC | History | No change | 15,465 | 1,389 | 0.67% | 0.69% | 45 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | No change | 15,221 | 1,367 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 15,197 | 1,365 | 0.08% | 0.08% | 47 | -434 | -2.78% | Q1 2026 | Apr 30, 2026 |
| Dentgroup LLC | History | No change | 14,242 | 1,344 | 0.92% | 0.92% | 48 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 13,123 | 1,179 | 0.0% | 0.0% | 49 | +2,088 | 18.92% | Q1 2026 | May 13, 2026 |
| Liberty Capital Management, Inc. | History | No change | 12,260 | 1,157 | 0.22% | 0.22% | 50 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Bawa N Mallick Trust | History | No change | 12,400 | 1,114 | 0.46% | 0.43% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealth Management Associates, Inc. | History | Reduced | 12,234 | 1,099 | 0.38% | 0.41% | 52 | -321 | -2.56% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 11,868 | 1,066 | 0.0% | 0.0% | 53 | +9 | 0.08% | Q1 2026 | May 14, 2026 |
| Keystone Financial Services, LLC | History | Reduced | 11,071 | 994 | 0.67% | 0.71% | 54 | -29 | -0.26% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Added to | 10,856 | 975 | 0.0% | 0.0% | 55 | +37 | 0.34% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 10,739 | 964 | 0.0% | 0.0% | 56 | +245 | 2.33% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,647 | 956 | 0.0% | — | 57 | +10,647 | New | Q1 2026 | May 15, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 10,371 | 931 | 0.38% | 0.39% | 58 | -229 | -2.16% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,337 | 928 | 0.0% | 0.0% | 59 | +6,824 | 194.25% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,220 | 918 | 0.01% | 0.02% | 60 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 10,181 | 914 | 0.01% | 0.02% | 61 | -24,825 | -70.92% | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | No change | 9,844 | 884 | 0.08% | 0.09% | 62 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 9,526 | 856 | 0.03% | 0.04% | 63 | -153 | -1.58% | Q1 2026 | Apr 16, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 9,507 | 854 | 0.0% | 0.0% | 64 | +214 | 2.3% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 8,844 | 794 | 0.01% | 0.01% | 65 | -6,888 | -43.78% | Q1 2026 | May 08, 2026 |
| Capital Management Associates, Inc | History | Added to | 8,818 | 792 | 0.18% | 0.18% | 66 | +149 | 1.72% | Q1 2026 | Apr 22, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 8,755 | 786 | 0.08% | 0.09% | 67 | -150 | -1.68% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 8,268 | 780 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | No change | 8,323 | 747 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 8,078 | 725 | 0.0% | 0.0% | 70 | -35 | -0.43% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,970 | 716 | 0.0% | 0.0% | 71 | +7,450 | 1432.69% | Q1 2026 | May 01, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 7,820 | 702 | 0.34% | 0.35% | 72 | +100 | 1.3% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,510 | 674 | 0.0% | 0.0% | 73 | +2 | 0.03% | Q1 2026 | May 05, 2026 |
| Red Tortoise LLC | History | Reduced | 7,232 | 649 | 0.27% | 0.29% | 74 | -83 | -1.13% | Q1 2026 | Apr 21, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 7,215 | 648 | 0.01% | 0.01% | 75 | -12 | -0.17% | Q1 2026 | May 13, 2026 |
| Vantage Financial Partners, LLC | History | No change | 6,734 | 635 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,713 | 603 | 0.01% | 0.02% | 77 | +1 | 0.01% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 6,313 | 567 | 0.0% | 0.0% | 78 | -4 | -0.06% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,216 | 558 | 0.0% | 0.0% | 79 | +1,660 | 36.44% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 6,200 | 557 | 0.0% | — | 80 | +6,200 | New | Q1 2026 | May 13, 2026 |
| CHAPIN DAVIS, INC. | History | Added to | 6,190 | 556 | 0.12% | 0.14% | 81 | +1 | 0.02% | Q1 2026 | Apr 21, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 6,040 | 542 | 0.03% | 0.04% | 82 | -748 | -11.02% | Q1 2026 | Apr 29, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 5,948 | 534 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | No change | 5,739 | 515 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 5,703 | 512 | 0.0% | 0.0% | 85 | +11 | 0.19% | Q1 2026 | May 01, 2026 |
| Savant Capital, LLC | History | Reduced | 5,657 | 508 | 0.0% | 0.0% | 86 | -829 | -12.78% | Q1 2026 | May 04, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 5,498 | 494 | 0.03% | 0.03% | 87 | +1 | 0.02% | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 4,823 | 474 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 5,155 | 463 | 0.15% | 0.15% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | No change | 5,148 | 462 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Asset Management Group, Inc. | History | Reduced | 5,032 | 452 | 0.07% | 0.12% | 91 | -2,827 | -35.97% | Q1 2026 | May 15, 2026 |
| Aspen Wealth Management LLC | History | Added to | 4,951 | 444 | 0.09% | 0.1% | 92 | +11 | 0.22% | Q1 2026 | Apr 01, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 4,891 | 439 | 0.09% | 0.1% | 93 | -110 | -2.2% | Q1 2026 | Apr 13, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 4,700 | 422 | 0.04% | 0.05% | 94 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,672 | 419 | 0.0% | 0.0% | 95 | +2 | 0.04% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | No change | 4,550 | 408 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 4,535 | 407 | 0.01% | 0.02% | 97 | -412 | -8.33% | Q1 2026 | Apr 14, 2026 |
| Brightwater Advisory LLC | History | Reduced | 4,502 | 404 | 0.27% | 0.37% | 98 | -1,329 | -22.79% | Q1 2026 | Apr 30, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 4,400 | 395 | 0.09% | 0.09% | 99 | +6 | 0.14% | Q1 2026 | Apr 30, 2026 |
| MidAtlantic Capital Management, Inc. | History | Added to | 4,195 | 376 | 0.26% | 0.22% | 100 | +528 | 14.4% | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 4,173 | 374 | 0.01% | 0.01% | 101 | +5 | 0.12% | Q1 2026 | Apr 10, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 4,129 | 371 | 0.03% | 0.11% | 102 | -13,694 | -76.83% | Q1 2026 | Apr 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,127 | 370 | 0.0% | 0.0% | 103 | -252 | -5.75% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 4,110 | 369 | 0.01% | 0.01% | 104 | +9 | 0.22% | Q1 2026 | May 15, 2026 |
| Portland Financial Advisors Inc | History | No change | 3,974 | 357 | 0.74% | 0.8% | 105 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Asset Allocation Strategies LLC | History | Added to | 3,953 | 355 | 0.06% | 0.07% | 106 | +9 | 0.23% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | New | 3,892 | 349 | 0.0% | — | 107 | +3,892 | New | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,733 | 335 | 0.02% | 0.03% | 108 | -27 | -0.72% | Q1 2026 | Apr 17, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 3,706 | 333 | 0.12% | 0.13% | 109 | -459 | -11.02% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,758 | 329 | 0.0% | 0.0% | 110 | +116 | 3.19% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,616 | 325 | 0.0% | 0.0% | 111 | +64 | 1.8% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | No change | 3,528 | 317 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,508 | 315 | 0.0% | 0.0% | 113 | -265 | -7.02% | Q1 2026 | May 08, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 3,433 | 308 | 0.0% | 0.01% | 114 | -281 | -7.57% | Q1 2026 | Apr 10, 2026 |
| Lutz Financial Services LLC | History | No change | 3,306 | 297 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,273 | 294 | 0.01% | 0.02% | 116 | +3 | 0.09% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,233 | 290 | 0.0% | 0.0% | 117 | +35 | 1.09% | Q1 2026 | May 15, 2026 |
| FMB WEALTH MANAGEMENT | History | No change | 3,188 | 286 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Foundry Financial LLC | History | No change | 3,188 | 286 | 0.12% | 0.16% | 119 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,880 | 283 | 0.01% | — | 120 | +2,880 | New | Q1 2026 | May 01, 2026 |
| Optivise Advisory Services LLC | History | Reduced | 2,966 | 266 | 0.16% | 0.16% | 121 | -1 | -0.03% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | No change | 2,866 | 257 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aurora Private Wealth, Inc. | History | Reduced | 2,707 | 255 | 0.18% | 0.34% | 123 | -2,767 | -50.55% | Q1 2026 | Apr 16, 2026 |
| Index Fund Advisors, Inc. | History | No change | 2,800 | 251 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Opus Capital Group, LLC | History | Reduced | 2,728 | 245 | 0.03% | 0.03% | 125 | -524 | -16.11% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,693 | 242 | 0.0% | 0.0% | 126 | -395 | -12.79% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 2,632 | 236 | 0.0% | 0.0% | 127 | +6 | 0.23% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,624 | 235 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 2,609 | 234 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | New | 2,540 | 228 | 0.12% | — | 130 | +2,540 | New | Q1 2026 | May 13, 2026 |
| HCR Wealth Advisors | History | No change | 2,536 | 227 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Evanson Asset Management, LLC | History | No change | 2,500 | 224 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Blue Sky Capital Consultants Group, Inc. | History | No change | 2,487 | 223 | 0.11% | 0.1% | 133 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 2,450 | 220 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 2,435 | 218 | 0.01% | 0.01% | 135 | +6 | 0.25% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 2,350 | 211 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 2,285 | 205 | 0.03% | 0.04% | 137 | -27 | -1.17% | Q1 2026 | Apr 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,250 | 202 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 2,248 | 202 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,064 | 185 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2,000 | 179 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| High Point Wealth Management, LLC | History | No change | 2,000 | 179 | 0.17% | 0.18% | 142 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 1,854 | 166 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,840 | 165 | 0.0% | — | 144 | +1,840 | New | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,754 | 157 | 0.0% | — | 145 | +1,754 | New | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | No change | 1,718 | 154 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 1,705 | 153 | 0.0% | 0.0% | 147 | +4 | 0.24% | Q1 2026 | May 14, 2026 |
| Basepoint Wealth LLC | History | Added to | 1,689 | 151 | 0.09% | 0.1% | 148 | +5 | 0.3% | Q1 2026 | May 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,528 | 137 | 0.0% | 0.0% | 149 | +776 | 103.19% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,493 | 134 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 1,433 | 128 | 0.0% | — | 151 | +1,433 | New | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 1,433 | 128 | 0.04% | — | 152 | +1,433 | New | Q1 2026 | May 14, 2026 |
| City State Bank | History | No change | 1,268 | 113 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Trust Co | History | No change | 1,134 | 101 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Security National Bank | History | Reduced | 1,052 | 94 | 0.01% | 0.02% | 155 | -106 | -9.15% | Q1 2026 | Apr 16, 2026 |
| MATHER GROUP, LLC. | History | New | 993 | 89 | 0.0% | — | 156 | +993 | New | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 990 | 88 | 0.0% | — | 157 | +990 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 971 | 87 | 0.0% | 0.0% | 158 | +670 | 222.59% | Q1 2026 | May 13, 2026 |
| Realta Investment Advisors | History | No change | 892 | 80 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Creative Capital Management Investments LLC | History | No change | 800 | 71 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Salomon & Ludwin, LLC | History | No change | 764 | 69 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Monetary Solutions, Ltd | History | Added to | 717 | 64 | 0.06% | 0.07% | 162 | +1 | 0.14% | Q1 2026 | May 01, 2026 |
| Coston, McIsaac & Partners | History | Reduced | 597 | 53 | 0.01% | 0.01% | 163 | -20 | -3.24% | Q1 2026 | Apr 22, 2026 |
| Tidemark, LLC | History | Reduced | 547 | 49 | 0.01% | 0.02% | 164 | -61 | -10.03% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 480 | 45 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 508 | 45 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 500 | 44 | 0.0% | — | 167 | +500 | New | Q1 2026 | May 19, 2026 |
| Olistico Wealth, LLC | History | No change | 480 | 43 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | No change | 461 | 41 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | New | 441 | 40 | 0.0% | — | 170 | +441 | New | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 374 | 33 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 360 | 32 | 0.0% | 0.0% | 172 | -4,073 | -91.88% | Q1 2026 | May 08, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 313 | 28 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 300 | 26 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Perspectives, Inc | History | Added to | 275 | 24 | 0.01% | 0.01% | 176 | +1 | 0.36% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 275 | 24 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 242 | 21 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Key FInancial Inc | History | New | 228 | 20 | 0.0% | — | 179 | +228 | New | Q1 2026 | Apr 24, 2026 |
| Westside Investment Management, Inc. | History | Added to | 228 | 20 | 0.0% | 0.0% | 178 | +1 | 0.44% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 188 | 17 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 180 | 17 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | New | 167 | 15 | 0.0% | — | 183 | +167 | New | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | No change | 174 | 15 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 136 | 12 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | New | 121 | 10 | 0.0% | — | 185 | +121 | New | Q1 2026 | Apr 06, 2026 |
| ASSETMARK, INC | History | Reduced | 89 | 7 | 0.0% | 0.0% | 186 | -2,210 | -96.13% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 74 | 6 | 0.0% | 0.0% | 187 | -8 | -9.76% | Q1 2026 | Apr 13, 2026 |
| RHL GROUP, LLC | History | New | 45 | 4 | 0.0% | — | 188 | +45 | New | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -28,208 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,252 | -100.0% | Q1 2026 | May 14, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,442 | -100.0% | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,099 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,213 | -100.0% | Q1 2026 | May 01, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,124 | -100.0% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,109 | -100.0% | Q1 2026 | Apr 27, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -604 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -320 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -280 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 12, 2026 |