iSHARES TRUST - ILCV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Steele Capital Management, Inc. | History | Added to | 670,175 | 62,420 | 2.59% | 2.71% | 1 | +94 | 0.01% | Q1 2026 | Apr 29, 2026 |
| Matrix Trust Co | History | Added to | 666,400 | 62,068 | 10.31% | 10.38% | 2 | +7 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Equitable Holdings, Inc. | History | Added to | 619,140 | 58,422 | 0.38% | 0.39% | 3 | +8,754 | 1.43% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 621,165 | 57,855 | 0.0% | 0.01% | 4 | -233,195 | -27.29% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 461,353 | 42,970 | 0.01% | 0.01% | 5 | +61,455 | 15.37% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 436,777 | 40,681 | 0.01% | 0.01% | 6 | -100,055 | -18.64% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 428,345 | 39,896 | 0.01% | 0.01% | 7 | +33,917 | 8.6% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 351,968 | 32,782 | 0.0% | 0.0% | 8 | -8,398 | -2.33% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 323,759 | 29,575 | 0.0% | 0.0% | 9 | +43,221 | 15.41% | Q1 2026 | May 13, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 238,624 | 22,225 | 3.56% | 3.68% | 10 | -7,854 | -3.19% | Q1 2026 | Apr 28, 2026 |
| AlphaCore Capital LLC | History | Reduced | 234,129 | 21,806 | 0.52% | 0.51% | 11 | -5,844 | -2.44% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 217,765 | 20,282 | 0.0% | 0.0% | 12 | +2,706 | 1.26% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 213,510 | 19,886 | 0.0% | 0.0% | 13 | +11,414 | 5.65% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 197,023 | 18,350 | 0.02% | 0.02% | 14 | +13,191 | 7.18% | Q1 2026 | May 13, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 154,510 | 14,391 | 10.28% | 9.59% | 15 | +23,950 | 18.34% | Q1 2026 | Apr 29, 2026 |
| Lauer Wealth, LLC | History | Added to | 143,906 | 13,753 | 10.96% | 10.11% | 16 | +2,005 | 1.41% | Q1 2026 | Apr 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 138,049 | 12,905 | 0.03% | 0.02% | 17 | +20,221 | 17.16% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 129,284 | 12,041 | 0.01% | 0.01% | 18 | -122,045 | -48.56% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 125,388 | 11,683 | 0.0% | 0.0% | 19 | +7,712 | 6.55% | Q1 2026 | May 15, 2026 |
| Systelligence, LLC | History | New | 122,186 | 11,380 | 2.21% | — | 20 | +122,186 | New | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Added to | 117,759 | 10,968 | 0.02% | 0.0% | 21 | +853 | 0.73% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 112,437 | 10,472 | 0.01% | 0.01% | 22 | -1,602 | -1.4% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 110,482 | 10,297 | 0.02% | 0.01% | 23 | +18,948 | 20.7% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 93,588 | 8,716 | 3.0% | 2.98% | 24 | -1,044 | -1.1% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 92,487 | 8,614 | 0.02% | 0.02% | 25 | -2,195 | -2.32% | Q1 2026 | Apr 30, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 87,592 | 8,158 | 1.44% | 1.79% | 26 | -102 | -0.12% | Q1 2026 | Apr 28, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 83,900 | 7,814 | 2.6% | 1.13% | 27 | +51,000 | 155.02% | Q1 2026 | May 12, 2026 |
| Tandem Financial, LLC | History | New | 80,837 | 7,529 | 2.4% | — | 28 | +80,837 | New | Q1 2026 | May 08, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 73,224 | 6,820 | 3.29% | 2.98% | 29 | +2,920 | 4.15% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 60,452 | 5,630 | 0.0% | 0.0% | 30 | +635 | 1.06% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 58,883 | 5,484 | 0.02% | 0.01% | 31 | -866 | -1.45% | Q1 2026 | May 04, 2026 |
| AssuredPartners Investment Advisors, LLC | History | New | 56,112 | 5,269 | 0.57% | — | 32 | +56,112 | New | Q1 2026 | Apr 10, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 55,639 | 5,182 | 2.73% | 2.58% | 33 | +1,768 | 3.28% | Q1 2026 | Apr 28, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 55,292 | 5,149 | 0.07% | 0.01% | 34 | +48,700 | 738.77% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 54,207 | 5,049 | 0.01% | 0.02% | 35 | -19,577 | -26.53% | Q1 2026 | Apr 22, 2026 |
| Sigma Planning Corp | History | New | 53,116 | 4,947 | 0.14% | — | 36 | +53,116 | New | Q1 2026 | May 04, 2026 |
| Apex Wealth Management, LLC | History | New | 51,195 | 4,768 | 3.27% | — | 37 | +51,195 | New | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 44,817 | 4,174 | 0.02% | 0.02% | 38 | +758 | 1.72% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 37,891 | 3,529 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Mariner, LLC | History | Reduced | 37,506 | 3,493 | 0.0% | 0.0% | 40 | -183 | -0.49% | Q1 2026 | May 13, 2026 |
| Strategic Blueprint, LLC | History | Added to | 35,922 | 3,345 | 0.19% | 0.19% | 41 | +2,272 | 6.75% | Q1 2026 | Apr 29, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 35,164 | 3,275 | 1.59% | 1.75% | 42 | -622 | -1.74% | Q1 2026 | Apr 22, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 35,064 | 3,265 | 0.52% | 0.6% | 43 | +336 | 0.97% | Q1 2026 | Apr 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 32,447 | 3,022 | 0.03% | 0.03% | 44 | +3,919 | 13.74% | Q1 2026 | May 08, 2026 |
| Dentgroup LLC | History | No change | 31,611 | 2,982 | 2.05% | 2.05% | 45 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 28,232 | 2,629 | 0.33% | — | 46 | +28,232 | New | Q1 2026 | May 18, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 24,421 | 2,274 | 0.0% | 0.0% | 47 | -1,580 | -6.08% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 22,223 | 2,069 | 0.02% | 0.01% | 48 | +8,054 | 56.84% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 21,951 | 2,044 | 0.01% | 0.01% | 49 | -92 | -0.42% | Q1 2026 | May 14, 2026 |
| Edge Financial Advisors LLC | History | No change | 21,363 | 2,015 | 0.85% | 0.85% | 50 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Asset One Wealth Management LLC | History | No change | 20,702 | 2,013 | 0.22% | 0.28% | 51 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Reduced | 21,409 | 1,994 | 0.01% | 0.01% | 52 | -1,436 | -6.29% | Q1 2026 | May 04, 2026 |
| Van Diest Capital, LLC | History | Added to | 21,003 | 1,956 | 1.54% | 0.73% | 53 | +15,828 | 305.86% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 20,774 | 1,934 | 0.0% | 0.0% | 54 | -61,675 | -74.8% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 18,620 | 1,734 | 0.08% | 0.08% | 55 | -121 | -0.65% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 17,972 | 1,673 | 0.0% | 0.0% | 56 | +47 | 0.26% | Q1 2026 | May 14, 2026 |
| GenWealth Group, Inc. | History | Reduced | 17,495 | 1,629 | 0.28% | 0.29% | 57 | -29 | -0.17% | Q1 2026 | May 11, 2026 |
| Asempa Wealth Advisors | History | Reduced | 17,423 | 1,626 | 1.42% | 1.45% | 58 | -450 | -2.52% | Q1 2026 | Apr 08, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Added to | 15,912 | 1,482 | 0.16% | 0.16% | 59 | +1 | 0.01% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,664 | 1,458 | 0.0% | 0.0% | 60 | -977 | -5.87% | Q1 2026 | Apr 27, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 14,959 | 1,393 | 0.36% | 0.4% | 61 | -56 | -0.37% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 14,048 | 1,308 | 0.0% | 0.0% | 62 | -906 | -6.06% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 13,797 | 1,285 | 0.22% | 0.23% | 63 | -215 | -1.53% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,437 | 1,267 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| COMERICA BANK | History | No change | 13,337 | 1,258 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 12,857 | 1,255 | 0.17% | 0.17% | 66 | +903 | 7.55% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 12,891 | 1,200 | 0.0% | — | 67 | +12,891 | New | Q1 2026 | May 01, 2026 |
| Ipsen Advisor Group LLC | History | No change | 12,263 | 1,157 | 0.82% | 0.82% | 68 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Verum Partners LLC | History | No change | 12,400 | 1,154 | 0.22% | 0.24% | 69 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | New | 12,261 | 1,141 | 0.01% | — | 70 | +12,261 | New | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Added to | 12,212 | 1,137 | 0.0% | 0.0% | 71 | +511 | 4.37% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 12,196 | 1,135 | 0.01% | 0.01% | 72 | +3,207 | 35.68% | Q1 2026 | Apr 28, 2026 |
| FMR LLC | History | Added to | 11,412 | 1,062 | 0.0% | 0.0% | 73 | +1,172 | 11.45% | Q1 2026 | May 15, 2026 |
| SAXON INTERESTS, INC. | History | No change | 11,283 | 1,050 | 0.36% | 0.37% | 74 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | No change | 11,060 | 1,030 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | No change | 10,674 | 994 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,458 | 974 | 0.0% | — | 77 | +10,458 | New | Q1 2026 | May 15, 2026 |
| Detalus Advisors, LLC | History | Added to | 10,373 | 966 | 0.22% | 0.24% | 78 | +39 | 0.38% | Q1 2026 | Apr 22, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 10,027 | 933 | 0.01% | 0.02% | 79 | -17,174 | -63.14% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 9,970 | 928 | 0.0% | 0.0% | 80 | +61 | 0.62% | Q1 2026 | May 13, 2026 |
| ANB BANK | History | Reduced | 9,760 | 909 | 0.37% | 0.37% | 81 | -77 | -0.78% | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | Added to | 9,482 | 883 | 0.16% | 0.16% | 82 | +275 | 2.99% | Q1 2026 | Apr 24, 2026 |
| Shared Vision Wealth Group LLC | History | Added to | 9,103 | 847 | 0.35% | 0.35% | 83 | +38 | 0.42% | Q1 2026 | May 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 8,905 | 829 | 0.01% | 0.01% | 84 | +2 | 0.02% | Q1 2026 | Apr 20, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 8,844 | 823 | 0.15% | 0.16% | 85 | +4,438 | 100.73% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,005 | 822 | 0.0% | 0.0% | 86 | +1,474 | 19.57% | Q1 2026 | May 15, 2026 |
| Chesley Taft & Associates LLC | History | No change | 8,742 | 814 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cedar Point Capital Partners, LLC | History | Added to | 8,085 | 753 | 0.49% | 0.48% | 88 | +97 | 1.21% | Q1 2026 | May 06, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 7,263 | 676 | 0.05% | 0.05% | 89 | +1,182 | 19.44% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Added to | 7,161 | 666 | 0.44% | 0.67% | 90 | +27 | 0.38% | Q1 2026 | May 07, 2026 |
| One Wealth Advisors, LLC | History | Added to | 7,144 | 665 | 0.08% | 0.08% | 91 | +196 | 2.82% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 7,135 | 664 | 0.0% | 0.0% | 92 | +2,713 | 61.35% | Q1 2026 | Apr 30, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 7,030 | 654 | 0.07% | 0.07% | 93 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 6,816 | 634 | 0.0% | 0.0% | 94 | -259 | -3.66% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | New | 6,616 | 616 | 0.0% | — | 95 | +6,616 | New | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 6,227 | 579 | 0.0% | 0.0% | 96 | -592 | -8.68% | Q1 2026 | May 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 6,067 | 565 | 0.09% | 0.09% | 97 | +551 | 9.99% | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 5,958 | 554 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | Added to | 5,788 | 539 | 0.13% | 0.12% | 99 | +621 | 12.02% | Q1 2026 | Apr 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 5,535 | 515 | 0.19% | 0.17% | 100 | +162 | 3.02% | Q1 2026 | May 12, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 5,508 | 513 | 0.11% | 0.08% | 101 | +1,553 | 39.27% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,467 | 509 | 0.0% | 0.0% | 102 | -398 | -6.79% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,371 | 500 | 0.0% | 0.0% | 103 | -83 | -1.52% | Q1 2026 | May 08, 2026 |
| Pearl Planning LLC | History | No change | 5,279 | 491 | 0.26% | 0.3% | 104 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Reduced | 4,282 | 486 | 0.0% | 0.0% | 105 | -1,976 | -31.58% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 5,000 | 465 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,909 | 457 | 0.0% | 0.01% | 107 | -3,158 | -39.15% | Q1 2026 | Apr 15, 2026 |
| Summit Asset Management, LLC | History | No change | 4,890 | 455 | 0.06% | 0.07% | 108 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 4,862 | 452 | 0.04% | 0.04% | 109 | +33 | 0.68% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | New | 4,799 | 446 | 0.01% | — | 110 | +4,799 | New | Q1 2026 | May 18, 2026 |
| Nvest Financial, LLC | History | No change | 4,628 | 431 | 0.16% | 0.18% | 111 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gilliland Jeter Wealth Management LLC | History | New | 4,609 | 429 | 0.13% | — | 112 | +4,609 | New | Q1 2026 | Apr 24, 2026 |
| Towerpoint Wealth, LLC | History | Reduced | 4,537 | 422 | 0.17% | 0.2% | 113 | -901 | -16.57% | Q1 2026 | Apr 08, 2026 |
| EWA, LLC | History | Added to | 4,355 | 405 | 0.09% | 0.09% | 114 | +312 | 7.72% | Q1 2026 | Apr 23, 2026 |
| RCW Management, LLC | History | No change | 4,261 | 396 | 0.41% | 0.41% | 115 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 4,164 | 387 | 0.0% | — | 116 | +4,164 | New | Q1 2026 | May 11, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 4,052 | 377 | 0.05% | 0.05% | 117 | -106 | -2.55% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 3,980 | 370 | 0.09% | 0.1% | 118 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Creative Planning | History | Reduced | 3,970 | 369 | 0.0% | 0.0% | 119 | -329 | -7.65% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 3,835 | 357 | 0.01% | 0.0% | 120 | +1,707 | 80.22% | Q1 2026 | May 14, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 3,800 | 353 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 3,680 | 342 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 3,451 | 336 | 0.01% | 0.01% | 123 | -213 | -5.81% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 3,582 | 333 | 0.0% | 0.01% | 124 | +50 | 1.42% | Q1 2026 | Apr 17, 2026 |
| Carrera Capital Advisors | History | Added to | 3,373 | 314 | 0.05% | 0.05% | 125 | +13 | 0.39% | Q1 2026 | May 04, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 3,307 | 308 | 0.09% | 0.09% | 126 | +238 | 7.75% | Q1 2026 | Apr 13, 2026 |
| TME FINANCIAL, INC. | History | Added to | 3,252 | 302 | 0.21% | 0.21% | 127 | +13 | 0.4% | Q1 2026 | May 12, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 3,224 | 300 | 0.03% | 0.03% | 128 | +13 | 0.4% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 3,225 | 300 | 0.0% | 0.0% | 129 | +13 | 0.4% | Q1 2026 | May 14, 2026 |
| Courage Miller Partners, LLC | History | No change | 3,214 | 299 | 0.08% | 0.09% | 130 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 3,200 | 298 | 0.14% | 0.15% | 131 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | New | 3,148 | 293 | 0.01% | — | 132 | +3,148 | New | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 3,076 | 286 | 0.03% | 0.04% | 133 | -98 | -3.09% | Q1 2026 | Apr 23, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 3,041 | 283 | 0.0% | — | 134 | +3,041 | New | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 3,035 | 282 | 0.01% | — | 135 | +3,035 | New | Q1 2026 | Apr 07, 2026 |
| Security Financial Services, INC. | History | No change | 2,986 | 281 | 0.04% | 0.04% | 136 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Simplicity Wealth,LLC | History | New | 3,013 | 280 | 0.02% | — | 137 | +3,013 | New | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,936 | 273 | 0.0% | — | 138 | +2,936 | New | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | New | 2,920 | 271 | 0.01% | — | 139 | +2,920 | New | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 2,755 | 270 | 0.02% | 0.02% | 141 | +320 | 13.14% | Q1 2026 | Apr 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 2,900 | 270 | 0.02% | 0.02% | 140 | -150 | -4.92% | Q1 2026 | Apr 23, 2026 |
| Triad Wealth Partners, LLC | History | New | 2,621 | 244 | 0.02% | — | 142 | +2,621 | New | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,604 | 243 | 0.0% | 0.0% | 143 | +240 | 10.15% | Q1 2026 | Apr 07, 2026 |
| Destination Wealth Management | History | No change | 2,608 | 242 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | New | 2,516 | 234 | 0.01% | — | 145 | +2,516 | New | Q1 2026 | May 04, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 2,511 | 233 | 0.08% | 0.08% | 146 | -74 | -2.86% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | New | 2,484 | 231 | 0.0% | — | 147 | +2,484 | New | Q1 2026 | Apr 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,424 | 225 | 0.0% | — | 148 | +2,424 | New | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | New | 2,412 | 225 | 0.01% | — | 149 | +2,412 | New | Q1 2026 | May 14, 2026 |
| Avid Wealth Partners LLC | History | New | 2,390 | 222 | 0.1% | — | 150 | +2,390 | New | Q1 2026 | Apr 30, 2026 |
| SMI Advisory Services, LLC | History | No change | 2,363 | 221 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cerity Partners LLC | History | New | 2,336 | 217 | 0.0% | — | 152 | +2,336 | New | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,220 | 217 | 0.0% | — | 153 | +2,220 | New | Q1 2026 | May 01, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | New | 2,237 | 208 | 0.04% | — | 154 | +2,237 | New | Q1 2026 | Apr 15, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 2,212 | 206 | 0.14% | 0.14% | 155 | +42 | 1.94% | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,192 | 204 | 0.05% | — | 156 | +2,192 | New | Q1 2026 | May 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,223 | 203 | 0.01% | 0.01% | 157 | -300 | -11.89% | Q1 2026 | Apr 24, 2026 |
| MGB Wealth Management, LLC | History | No change | 2,000 | 188 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,918 | 178 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LRI Investments, LLC | History | No change | 1,866 | 173 | 0.02% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,500 | 141 | 0.04% | 0.04% | 161 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Navigoe, LLC | History | Added to | 1,405 | 130 | 0.08% | 0.08% | 162 | +2 | 0.14% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Added to | 1,338 | 124 | 0.0% | 0.0% | 163 | +5 | 0.38% | Q1 2026 | May 13, 2026 |
| Aspect Partners, LLC | History | No change | 1,273 | 118 | 0.05% | 0.05% | 164 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Advisory Services Network, LLC | History | New | 1,171 | 109 | 0.0% | — | 165 | +1,171 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 1,032 | 96 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PlanVest Financial, Inc | History | New | 1,030 | 95 | 0.07% | — | 167 | +1,030 | New | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 950 | 88 | 0.01% | 0.01% | 168 | +15 | 1.6% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Reduced | 944 | 87 | 0.0% | 0.0% | 169 | -1,260 | -57.17% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 860 | 80 | 0.0% | 0.0% | 170 | +487 | 130.56% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 829 | 77 | 0.0% | — | 171 | +829 | New | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | No change | 798 | 74 | 0.04% | 0.05% | 172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 788 | 73 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | No change | 720 | 67 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 695 | 64 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| City State Bank | History | No change | 668 | 62 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Silicon Valley Capital Partners | History | Added to | 569 | 52 | 0.01% | 0.0% | 177 | +3 | 0.53% | Q1 2026 | May 19, 2026 |
| Parallel Advisors, LLC | History | No change | 516 | 48 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | New | 495 | 46 | 0.0% | — | 179 | +495 | New | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 478 | 44 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 432 | 40 | 0.0% | 0.0% | 181 | +96 | 28.57% | Q1 2026 | Apr 27, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 380 | 35 | 0.0% | 0.0% | 182 | +3 | 0.8% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 306 | 28 | 0.0% | 0.0% | 183 | +208 | 212.24% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 305 | 28 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Salomon & Ludwin, LLC | History | No change | 227 | 21 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 209 | 19 | 0.0% | — | 187 | +209 | New | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 208 | 19 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 156 | 14 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 129 | 12 | 0.0% | — | 189 | +129 | New | Q1 2026 | Apr 29, 2026 |
| CoreCap Advisors, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 93 | 8 | 0.0% | 0.0% | 191 | -3 | -3.13% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 80 | 7 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | No change | 65 | 6 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 57 | 5 | 0.0% | 0.0% | 194 | +27 | 90.0% | Q1 2026 | May 13, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Reduced | 44 | 4 | 0.0% | 0.0% | 195 | -1 | -2.22% | Q1 2026 | Apr 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 30 | 3 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global View Capital Management LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -28,382 | -100.0% | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,601 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,029 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,357 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,286 | -100.0% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,982 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,350 | -100.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -935 | -100.0% | Q1 2026 | Apr 24, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -561 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Archer Investment Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -232 | -100.0% | Q1 2026 | May 04, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |