iSHARES TRUST - ILF

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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.
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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 5,087,953 180,724 0.01% 0.01% 1 +765,985 17.72% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 3,519,161 119,721 0.01% 0.0% 2 +3,494,339 14077.59% Q1 2026 May 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 2,506,803 89,041 0.01% 0.0% 3 +554,633 28.41% Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Added to 2,467,032 87,628 0.05% 0.0% 4 +2,439,632 8903.77% Q1 2026 Apr 30, 2026
CI INVESTMENTS INC. History Reduced 1,832,295 65,083 0.32% 0.28% 5 -300,905 -14.11% Q1 2026 May 13, 2026
LPL Financial LLC History Added to 1,398,940 49,690 0.01% 0.01% 6 +241,760 20.89% Q1 2026 May 06, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History Added to 1,398,312 47,570 0.04% 0.0% 7 +1,304,513 1390.75% Q1 2026 May 14, 2026
WELLS FARGO & COMPANY/MN History Reduced 1,122,260 39,862 0.01% 0.01% 8 -41,201 -3.54% Q1 2026 May 11, 2026
BANK OF NOVA SCOTIA History Added to 1,107,333 39,332 0.07% 0.02% 9 +664,200 149.89% Q1 2026 May 14, 2026
New Harbor Financial Group, LLC History Added to 1,006,655 35,756 6.3% 5.5% 10 +20,891 2.12% Q1 2026 May 05, 2026
Journey Advisory Group, LLC History Added to 801,157 28,457 2.43% 1.4% 11 +253,156 46.2% Q1 2026 May 05, 2026
EXCHANGE TRADED CONCEPTS, LLC History New 744,017 26,427 0.19% 12 +744,017 New Q1 2026 Apr 14, 2026
Proficio Capital Partners LLC History Added to 739,255 26,288 1.4% 0.1% 13 +694,481 1551.08% Q1 2026 May 14, 2026
ROYAL BANK OF CANADA History Added to 679,731 24,143 0.0% 0.0% 14 +467,007 219.54% Q1 2026 May 15, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History Reduced 650,930 23,121 1.22% 1.05% 15 -18,686 -2.79% Q1 2026 Apr 27, 2026
Main Management ETF Advisors, LLC History New 637,164 22,632 0.84% 16 +637,164 New Q1 2026 May 14, 2026
HighTower Advisors, LLC History Reduced 632,545 22,468 0.02% 0.02% 17 -25,851 -3.93% Q1 2026 May 05, 2026
AMERIPRISE FINANCIAL INC History Added to 623,382 22,142 0.01% 0.0% 18 +7,649 1.24% Q1 2026 May 15, 2026
Marks Wealth, LLC History Reduced 599,680 21,300 5.6% 6.93% 19 -80,114 -11.79% Q1 2026 May 01, 2026
RAYMOND JAMES FINANCIAL INC History Added to 597,228 21,213 0.01% 0.0% 20 +396,743 197.89% Q1 2026 May 14, 2026
UBS Group AG History Added to 587,681 20,874 0.0% 0.0% 21 +266,259 82.84% Q1 2026 May 05, 2026
Bank Julius Baer & Co. Ltd, Zurich History New 535,833 19,032 0.06% 22 +535,833 New Q1 2026 May 05, 2026
SYON CAPITAL LLC History New 500,476 17,776 0.89% 23 +500,476 New Q1 2026 May 13, 2026
RED CEDAR INVESTMENT MANAGEMENT, LLC History New 474,510 16,854 1.75% 24 +474,510 New Q1 2026 Apr 30, 2026
POTOMAC FUND MANAGEMENT INC /ADV History Reduced 440,800 15,657 0.54% 0.52% 25 -18,996 -4.13% Q1 2026 May 14, 2026
Carrera Capital Advisors History Added to 431,995 15,344 2.36% 2.13% 26 +19,524 4.73% Q1 2026 May 04, 2026
Merit Financial Group, LLC History Added to 427,672 15,190 0.11% 0.0% 27 +408,479 2128.27% Q1 2026 Apr 15, 2026
Barry Investment Advisors, LLC History New 418,527 14,866 3.28% 28 +418,527 New Q1 2026 Apr 23, 2026
Chicago Wealth Management, Inc. History New 366,676 13,024 5.2% 29 +366,676 New Q1 2026 May 11, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 365,380 12,978 0.0% 0.0% 30 +36,864 11.22% Q1 2026 May 04, 2026
Randolph Co Inc History New 341,871 12,143 1.16% 31 +341,871 New Q1 2026 Apr 24, 2026
GOLDMAN SACHS GROUP INC History New 328,194 11,657 0.0% 32 +328,194 New Q1 2026 May 15, 2026
FIRST AMERICAN TRUST, FSB History Added to 315,773 11,216 0.75% 0.66% 33 +896 0.28% Q1 2026 May 12, 2026
OSAIC HOLDINGS, INC. History Reduced 295,504 10,496 0.02% 0.03% 34 -323,001 -52.22% Q1 2026 May 15, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History New 294,092 10,446 0.01% 35 +294,092 New Q1 2026 May 15, 2026
Csenge Advisory Group History Added to 281,197 9,988 0.46% 0.22% 36 +118,397 72.73% Q1 2026 Apr 30, 2026
University of Illinois Foundation History New 276,625 9,825 2.02% 37 +276,625 New Q1 2026 May 13, 2026
BANQUE PICTET & CIE SA History No change 270,000 9,590 0.07% 0.05% 38 0 0.0% Q1 2026 Apr 14, 2026
Venturi Wealth Management, LLC History Reduced 264,302 9,388 0.42% 0.36% 39 -5,553 -2.06% Q1 2026 Apr 21, 2026
Banco Santander, S.A. History Added to 257,601 9,149 0.07% 0.04% 40 +70,403 37.61% Q1 2026 May 08, 2026
ASSETMARK, INC History Reduced 253,344 8,998 0.02% 0.11% 41 -1,541,812 -85.89% Q1 2026 May 06, 2026
LMCG INVESTMENTS, LLC History Reduced 243,639 8,654 0.51% 0.48% 42 -29,434 -10.78% Q1 2026 Apr 29, 2026
AVALON CAPITAL MANAGEMENT History Reduced 240,918 8,557 2.42% 2.37% 43 -84,940 -26.07% Q1 2026 May 14, 2026
Kiker Wealth Management, LLC History Added to 238,527 8,472 4.05% 6.17% 44 +232,423 3807.72% Q1 2026 May 06, 2026
Kestra Advisory Services, LLC History Reduced 230,447 8,185 0.03% 0.04% 45 -69,078 -23.06% Q1 2026 Apr 30, 2026
Kera Capital Partners, Inc. History Reduced 228,016 8,099 0.99% 1.41% 46 -95,218 -29.46% Q1 2026 May 06, 2026
Federation des caisses Desjardins du Quebec History Added to 219,300 7,789 0.03% 0.02% 47 +22,800 11.6% Q1 2026 May 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 214,889 7,632 0.0% 0.0% 48 +173,528 419.54% Q1 2026 May 07, 2026
Omnia Family Wealth, LLC History Added to 213,047 7,567 2.38% 1.91% 49 +2,633 1.25% Q1 2026 May 07, 2026
Cambridge Investment Research Advisors, Inc. History Reduced 206,139 7,322 0.02% 0.02% 50 -22,343 -9.78% Q1 2026 Apr 30, 2026
Corecam Pte. Ltd. History Added to 202,060 7,177 3.11% 3.13% 51 +4,430 2.24% Q1 2026 Apr 14, 2026
FIL Ltd History Added to 201,670 7,163 0.01% 0.0% 52 +204 0.1% Q1 2026 May 15, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History Added to 206,400 7,040 0.05% 0.02% 53 +136,000 193.18% Q1 2026 May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 184,200 6,542 0.0% 0.0% 54 +101,300 122.2% Q1 2026 May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 181,493 6,446 0.01% 0.02% 55 -354,583 -66.14% Q1 2026 Apr 27, 2026
Man Group plc History Reduced 156,883 5,572 0.01% 0.01% 56 -43,583 -21.74% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History New 155,200 5,512 0.0% 57 +155,200 New Q1 2026 May 15, 2026
CoreCap Advisors, LLC History Added to 154,421 5,485 0.19% 0.01% 58 +144,735 1494.27% Q1 2026 Apr 07, 2026
BALYASNY ASSET MANAGEMENT L.P. History New 150,240 5,336 0.01% 59 +150,240 New Q1 2026 May 15, 2026
Highview Capital Management LLC/DE/ History Added to 149,453 5,308 1.93% 1.52% 60 +8,348 5.92% Q1 2026 May 08, 2026
Synergy Asset Management, LLC History Added to 149,172 5,298 0.56% 0.17% 61 +94,728 173.99% Q1 2026 May 13, 2026
EFG International AG History Reduced 147,821 5,250 0.11% 0.16% 62 -126,807 -46.17% Q1 2026 May 15, 2026
Vestmark Advisory Solutions, Inc. History Added to 142,232 5,052 0.06% 0.05% 63 +19,042 15.46% Q1 2026 May 15, 2026
ICICI Prudential Asset Management Co Ltd History Reduced 142,143 5,051 0.61% 0.55% 64 -12,000 -7.78% Q1 2026 May 11, 2026
MML INVESTORS SERVICES, LLC History Added to 138,944 4,935 0.01% 0.01% 65 +36,069 35.06% Q1 2026 May 04, 2026
NWAM LLC History Added to 133,200 4,731 0.27% 0.25% 66 +5,100 3.98% Q1 2026 May 04, 2026
CITIGROUP INC History Added to 127,198 4,518 0.0% 0.0% 67 +7,374 6.15% Q1 2026 May 11, 2026
Cetera Investment Advisers History Reduced 121,892 4,329 0.0% 0.0% 68 -20,428 -14.35% Q1 2026 May 13, 2026
Exit Wealth Advisors, LLC. History Added to 115,740 4,111 2.11% 2.05% 69 +1,981 1.74% Q1 2026 May 11, 2026
Westview Management dba Westview Investment Advisors History New 113,671 4,037 2.1% 70 +113,671 New Q1 2026 May 08, 2026
STIFEL FINANCIAL CORP History Added to 111,071 3,945 0.0% 0.0% 71 +74,899 207.06% Q1 2026 May 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 101,000 3,587 0.01% 72 +101,000 New Q1 2026 May 14, 2026
Clal Insurance Enterprises Holdings Ltd History Added to 100,000 3,552 0.02% 0.02% 73 +20,000 25.0% Q1 2026 May 12, 2026
Prospera Financial Services Inc History Added to 97,725 3,471 0.06% 0.04% 74 +23,005 30.79% Q1 2026 Apr 14, 2026
BNC WEALTH MANAGEMENT, LLC History New 95,531 3,393 0.94% 75 +95,531 New Q1 2026 Apr 13, 2026
Mission Creek Capital Partners, Inc. History New 94,377 3,352 0.67% 76 +94,377 New Q1 2026 May 14, 2026
SSA SWISS ADVISORS AG History No change 109,544 3,336 1.55% 1.55% 77 0 0.0% Q4 2025 Feb 26, 2026
Redhawk Wealth Advisors, Inc. History Added to 93,366 3,316 0.37% 0.3% 78 +5,798 6.62% Q1 2026 Apr 15, 2026
Belpointe Asset Management LLC History Added to 93,283 3,313 0.12% 0.1% 79 +5,018 5.69% Q1 2026 Apr 28, 2026
PGIM Custom Harvest LLC History Added to 91,636 3,254 0.05% 0.03% 80 +30,804 50.64% Q1 2026 May 13, 2026
GFS Advisors, LLC History New 188,395 3,244 0.41% 81 +188,395 New Q1 2026 Apr 30, 2026
Leibman Financial Services, Inc. History Added to 88,292 3,136 2.3% 1.91% 82 +1,354 1.56% Q1 2026 Apr 13, 2026
Corecam AG History No change 87,800 3,118 2.66% 2.61% 83 0 0.0% Q1 2026 Apr 21, 2026
Fiduciary Alliance LLC History New 81,944 3,093 0.19% 84 +81,944 New Q1 2026 Apr 20, 2026
FIRST TRUST ADVISORS LP History New 84,795 3,011 0.0% 85 +84,795 New Q1 2026 May 13, 2026
Black Swift Group, LLC History Added to 84,340 2,995 0.52% 0.08% 86 +69,510 468.71% Q1 2026 Apr 24, 2026
Gallacher Capital Management LLC History Reduced 83,429 2,963 1.14% 1.1% 87 -10,223 -10.92% Q1 2026 May 05, 2026
180 WEALTH ADVISORS, LLC History Added to 81,512 2,895 0.33% 0.18% 88 +29,233 55.92% Q1 2026 May 01, 2026
Riggs Asset Managment Co. Inc. History Added to 80,710 2,866 0.59% 0.43% 89 +10,538 15.02% Q1 2026 May 11, 2026
Blue Capital, Inc. History Added to 79,247 2,814 1.84% 1.25% 90 +21,796 37.94% Q1 2026 Apr 24, 2026
Moneda S.A. Administradora General de Fondos History Reduced 78,658 2,793 2.28% 2.43% 91 -10,294 -11.57% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 77,598 2,756 0.0% 0.0% 92 +36,570 89.13% Q1 2026 May 15, 2026
Fortis Capital Advisors, LLC History Added to 76,862 2,730 0.36% 0.32% 93 +4,924 6.84% Q1 2026 Apr 28, 2026
Beacon Pointe Advisors, LLC History Added to 73,053 2,594 0.01% 0.01% 94 +45,510 165.23% Q1 2026 May 15, 2026
Advisory Services Network, LLC History Reduced 72,326 2,569 0.03% 0.03% 95 -1,700 -2.3% Q1 2026 May 15, 2026
D.A. DAVIDSON & CO. History New 71,814 2,550 0.02% 96 +71,814 New Q1 2026 May 05, 2026
METLIFE INC History Added to 71,751 2,531 20.52% 18.04% 97 +161 0.22% Q1 2026 May 14, 2026
CANADA LIFE ASSURANCE Co History Reduced 70,397 2,514 0.0% 0.0% 98 -4,784 -6.36% Q1 2026 May 14, 2026
Quantinno Capital Management LP History Reduced 70,594 2,507 0.0% 0.01% 99 -52,692 -42.74% Q1 2026 May 15, 2026
Sharper & Granite LLC History Added to 69,884 2,482 0.85% 0.71% 100 +3,440 5.18% Q1 2026 Apr 08, 2026
WEXFORD CAPITAL LP History Added to 68,118 2,419 0.35% 0.37% 101 +4,807 7.59% Q1 2026 May 15, 2026
TRUIST FINANCIAL CORP History New 64,715 2,298 0.0% 102 +64,715 New Q1 2026 Apr 27, 2026
Sumitomo Mitsui Trust Group, Inc. History New 63,623 2,259 0.0% 103 +63,623 New Q1 2026 Apr 30, 2026
Gateway Wealth Partners, LLC History Added to 61,444 2,182 0.09% 0.09% 104 +35,157 133.74% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 58,400 2,074 0.0% 0.0% 105 +15,103 34.88% Q1 2026 May 12, 2026
Summit Financial, LLC History Added to 57,308 2,035 0.03% 0.02% 106 +12,927 29.13% Q1 2026 May 15, 2026
Stonehearth Capital Management, LLC History Reduced 57,179 2,030 0.8% 2.5% 107 -165,095 -74.28% Q1 2026 Apr 17, 2026
Farther Finance Advisors, LLC History Reduced 56,142 2,003 0.02% 0.04% 108 -62,636 -52.73% Q1 2026 Apr 07, 2026
MONECO ADVISORS, LLC History Added to 55,927 1,986 0.15% 0.11% 109 +8,710 18.45% Q1 2026 May 07, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History New 53,969 1,916 0.0% 111 +53,969 New Q1 2026 May 15, 2026
J. Safra Sarasin Holding AG History Added to 53,945 1,916 0.03% 0.01% 110 +26,700 98.0% Q1 2026 May 04, 2026
Independent Advisor Alliance History New 51,715 1,836 0.02% 112 +51,715 New Q1 2026 May 12, 2026
WHITEBOX ADVISORS LLC History New 50,841 1,805 0.02% 114 +50,841 New Q1 2026 May 15, 2026
MONEY CONCEPTS CAPITAL CORP History New 50,832 1,805 0.1% 113 +50,832 New Q1 2026 Apr 30, 2026
Steward Partners Investment Advisory, LLC History Reduced 50,411 1,790 0.01% 0.01% 115 -13,673 -21.34% Q1 2026 May 08, 2026
DRW Securities, LLC History New 49,484 1,757 0.02% 116 +49,484 New Q1 2026 May 13, 2026
Old Port Advisors History Reduced 47,953 1,703 0.39% 0.47% 117 -14,694 -23.46% Q1 2026 Apr 06, 2026
Focus Partners Wealth History Reduced 47,436 1,688 0.0% 0.0% 118 -1,240 -2.55% Q1 2026 May 14, 2026
Amundi History New 47,200 1,676 0.0% 119 +47,200 New Q1 2026 May 15, 2026
Maxi Investments CY Ltd History New 47,140 1,674 0.37% 120 +47,140 New Q1 2026 May 14, 2026
Hilltop Holdings Inc. History Reduced 46,452 1,649 0.15% 0.11% 121 -15,704 -25.27% Q1 2026 May 14, 2026
Equitable Holdings, Inc. History Reduced 91,843 1,641 0.01% 0.02% 122 -9,801 -9.64% Q1 2026 May 15, 2026
MassMutual Private Wealth & Trust, FSB History Reduced 45,599 1,619 0.04% 0.04% 123 -823 -1.77% Q1 2026 Apr 13, 2026
Brookstone Capital Management History Reduced 45,387 1,612 0.02% 0.02% 124 -23,838 -34.44% Q1 2026 Apr 16, 2026
Providence First Trust Co History Added to 45,051 1,600 0.56% 0.43% 125 +3,858 9.37% Q1 2026 May 04, 2026
Quantitative Investment Management, LLC History New 44,853 1,593 0.17% 126 +44,853 New Q1 2026 May 15, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 46,636 1,580 0.0% 0.0% 127 +6,432 16.0% Q1 2026 May 15, 2026
Copia Wealth Management History Added to 43,936 1,560 1.07% 0.49% 128 +21,605 96.75% Q1 2026 May 04, 2026
PRINCIPAL SECURITIES, INC. History Added to 43,617 1,549 0.02% 0.01% 129 +16,887 63.18% Q1 2026 May 13, 2026
OPPENHEIMER & CO INC History Reduced 43,011 1,527 0.02% 0.02% 130 -1,355 -3.05% Q1 2026 Apr 23, 2026
Point72 Asset Management, L.P. History New 41,243 1,464 0.0% 131 +41,243 New Q1 2026 May 15, 2026
EverSource Wealth Advisors, LLC History Added to 39,211 1,392 0.04% 0.03% 132 +13,216 50.84% Q1 2026 May 15, 2026
Professional Financial Advisors, LLC History Added to 38,353 1,362 0.28% 0.23% 133 +805 2.14% Q1 2026 Apr 13, 2026
RAHLFS CAPITAL, LLC History Added to 38,250 1,358 1.0% 0.36% 134 +23,000 150.82% Q1 2026 May 11, 2026
Yoffe Investment Management, LLC History Added to 37,193 1,321 1.69% 1.44% 135 +25 0.07% Q1 2026 Apr 21, 2026
Advocate Investing Services LLC History Added to 36,441 1,294 1.1% 0.99% 136 +16 0.04% Q1 2026 Apr 22, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 35,292 1,253 0.0% 0.0% 137 +35,204 40004.55% Q1 2026 May 13, 2026
Forefront Wealth Partners, LLC History New 34,878 1,238 0.52% 138 +34,878 New Q1 2026 Apr 17, 2026
Corient Private Wealth LLC History Added to 35,367 1,221 0.0% 0.0% 139 +6,350 21.88% Q1 2026 May 15, 2026
Apollon Wealth Management, LLC History Added to 34,168 1,213 0.02% 0.0% 141 +25,027 273.79% Q1 2026 Apr 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 34,166 1,213 0.0% 0.0% 140 -4,128 -10.78% Q1 2026 May 08, 2026
AlphaCore Capital LLC History Reduced 33,027 1,173 0.03% 0.03% 142 -4,636 -12.31% Q1 2026 May 15, 2026
Indiana Trust & Investment Management Co History No change 31,800 1,129 0.35% 0.29% 143 0 0.0% Q1 2026 Apr 28, 2026
SBI Securities Co., Ltd. History Added to 31,596 1,122 0.03% 0.01% 144 +24,387 338.29% Q1 2026 Apr 27, 2026
Sanctuary Advisors, LLC History Reduced 30,749 1,092 0.01% 0.01% 145 -42,467 -58.0% Q1 2026 May 05, 2026
Pekin Hardy Strauss, Inc. History Added to 29,657 1,053 0.11% 0.08% 146 +195 0.66% Q1 2026 May 06, 2026
SCOTIA CAPITAL INC. History Added to 29,262 1,039 0.0% 0.0% 147 +7,746 36.0% Q1 2026 May 13, 2026
ANGELES WEALTH MANAGEMENT, LLC History New 29,074 1,032 0.06% 148 +29,074 New Q1 2026 May 06, 2026
PARK AVENUE SECURITIES LLC History Added to 28,421 1,010 0.01% 0.01% 149 +8,172 40.36% Q1 2026 Apr 07, 2026
Fortis Group Advisors, LLC History Reduced 27,556 1,004 0.17% 0.36% 150 -33,815 -55.1% Q1 2026 May 08, 2026
Finley Financial, LLC History Added to 27,687 983 0.46% 0.37% 151 +1,270 4.81% Q1 2026 Apr 22, 2026
Migdal Insurance & Financial Holdings Ltd. History New 26,600 944 0.01% 152 +26,600 New Q1 2026 May 14, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 25,232 896 0.0% 0.0% 153 -139,458 -84.68% Q1 2026 May 12, 2026
ROMAN BUTLER FULLERTON & CO History Reduced 24,016 883 0.24% 0.25% 154 -3,538 -12.84% Q1 2026 Apr 30, 2026
Advisory Alpha, LLC History New 24,802 880 0.02% 156 +24,802 New Q1 2026 May 14, 2026
NOMURA ASSET MANAGEMENT CO LTD History Added to 24,800 880 0.0% 0.0% 155 +21,800 726.67% Q1 2026 May 11, 2026
EHRLICH FINANCIAL GROUP History Reduced 24,414 867 0.5% 0.54% 157 -6,893 -22.02% Q1 2026 Apr 08, 2026
Tactive Advisors, LLC History Reduced 24,364 865 0.24% 0.26% 159 -4,653 -16.04% Q1 2026 Apr 16, 2026
WEDBUSH SECURITIES INC History Added to 24,345 865 0.03% 0.02% 158 +4,169 20.66% Q1 2026 Apr 21, 2026
Heartwood Wealth Advisors LLC History Reduced 24,347 864 0.08% 0.07% 160 -1,943 -7.39% Q1 2026 Apr 07, 2026
&PARTNERS History New 23,792 845 0.0% 161 +23,792 New Q1 2026 May 15, 2026
WASHINGTON GROWTH STRATEGIES LLC History New 23,487 834 0.54% 163 +23,487 New Q1 2026 Apr 21, 2026
OneAscent Financial Services LLC History Reduced 23,498 834 0.05% 0.07% 162 -550 -2.29% Q1 2026 Apr 21, 2026
Private Advisor Group, LLC History Added to 23,299 827 0.0% 0.0% 164 +6,449 38.27% Q1 2026 Apr 24, 2026
Kastel Capital Advisors, LLC History No change 26,075 793 0.49% 0.49% 165 0 0.0% Q1 2026 Apr 20, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History New 22,206 790 0.0% 166 +22,206 New Q1 2026 Apr 08, 2026
CAMELOT TECHNOLOGY ADVISORS, INC. History New 21,934 779 0.56% 167 +21,934 New Q1 2026 Apr 09, 2026
Envestnet Portfolio Solutions, Inc. History Reduced 21,901 777 0.0% 0.0% 168 -1,644 -6.98% Q1 2026 Apr 29, 2026
CSS LLC/IL History No change 21,510 764 0.04% 0.03% 169 0 0.0% Q1 2026 May 15, 2026
Freestone Capital Holdings, LLC History New 21,297 756 0.02% 170 +21,297 New Q1 2026 May 13, 2026
WESPAC Advisors, LLC History Reduced 21,221 753 0.41% 0.67% 171 -19,570 -47.98% Q1 2026 Apr 28, 2026
PARSONS CAPITAL MANAGEMENT INC/RI History Added to 20,227 718 0.03% 0.01% 172 +12,570 164.16% Q1 2026 Apr 15, 2026
Blue Line Capital, LLC / IL History New 18,810 668 0.76% 173 +18,810 New Q1 2026 May 12, 2026
CIBC WORLD MARKET INC. History Added to 18,590 660 0.0% 0.0% 174 +9,643 107.78% Q1 2026 May 14, 2026
Everstar Asset Management, LLC History New 17,687 628 0.33% 175 +17,687 New Q1 2026 Apr 16, 2026
Stratos Wealth Partners, LTD. History New 17,476 620 0.01% 177 +17,476 New Q1 2026 Apr 28, 2026
Bank of New York Mellon Corp History Added to 17,482 620 0.0% 0.0% 176 +3,760 27.4% Q1 2026 May 05, 2026
INSIGNEO ADVISORY SERVICES, LLC History New 17,447 619 0.04% 179 +17,447 New Q1 2026 May 12, 2026
TWIN FOCUS CAPITAL PARTNERS, LLC History New 17,430 619 0.07% 178 +17,430 New Q1 2026 May 14, 2026
Verus Financial Partners, Inc. History No change 16,204 614 0.06% 0.05% 180 0 0.0% Q1 2026 Apr 20, 2026
Global Retirement Partners, LLC History No change 20,106 612 0.01% 0.01% 181 0 0.0% Q4 2025 Feb 06, 2026
Rockefeller Capital Management L.P. History Added to 17,212 611 0.0% 0.0% 182 +2,952 20.7% Q1 2026 May 14, 2026
Hudson Portfolio Management LLC History Added to 16,975 602 0.51% 0.33% 183 +4,365 34.62% Q1 2026 May 14, 2026
FCA CORP /TX History New 16,876 599 0.17% 184 +16,876 New Q1 2026 May 14, 2026
Churchill Financial Advisors, LLC History Added to 16,290 578 0.12% 0.08% 185 +7,897 94.09% Q1 2026 Apr 22, 2026
Atria Investments, Inc History Reduced 16,133 573 0.01% 0.01% 186 -2,868 -15.09% Q1 2026 May 05, 2026
Rothschild Wealth LLC History Reduced 15,077 535 0.05% 0.05% 187 -348 -2.26% Q1 2026 May 06, 2026
Krilogy Financial LLC History Reduced 14,097 534 0.02% 0.02% 188 -600 -4.08% Q1 2026 Apr 17, 2026
National Wealth Management Group, LLC History Added to 14,918 529 0.2% 0.15% 189 +271 1.85% Q1 2026 May 11, 2026
Comprehensive Financial Planning, Inc./PA History New 14,579 517 0.36% 190 +14,579 New Q1 2026 Apr 07, 2026
Prime Capital Investment Advisors, LLC History New 13,865 492 0.01% 191 +13,865 New Q1 2026 May 08, 2026
US BANCORP \DE\ History Added to 13,705 486 0.0% 0.0% 192 +13,514 7075.39% Q1 2026 May 14, 2026
Arkadios Wealth Advisors History New 13,481 478 0.01% 193 +13,481 New Q1 2026 May 18, 2026
Creative Planning History New 13,399 475 0.0% 194 +13,399 New Q1 2026 May 12, 2026
Spire Wealth Management History Added to 13,258 470 0.02% 0.01% 195 +151 1.15% Q1 2026 Apr 22, 2026
Trexquant Investment LP History Reduced 12,873 457 0.0% 0.0% 196 -153 -1.17% Q1 2026 May 15, 2026
SIMPLEX TRADING, LLC History Added to 12,738 452 0.0% 0.0% 197 +6,039 90.15% Q1 2026 May 14, 2026
CARRET ASSET MANAGEMENT, LLC History Added to 12,536 445 0.04% 0.03% 198 +1,495 13.54% Q1 2026 May 15, 2026
DIMENSION CAPITAL MANAGEMENT LLC History New 12,482 443 0.06% 199 +12,482 New Q1 2026 May 15, 2026
Gold Investment Management Ltd. History Added to 12,458 442 0.14% 0.12% 200 +304 2.5% Q1 2026 Apr 22, 2026
SWMG, LLC History Added to 12,392 440 0.13% 0.12% 201 +2 0.02% Q1 2026 Apr 24, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 12,175 432 0.3% 0.26% 202 0 0.0% Q1 2026 Apr 17, 2026
BAROMETER CAPITAL MANAGEMENT INC. History Reduced 12,000 426 0.15% 0.27% 203 -51,200 -81.01% Q1 2026 May 12, 2026
Alexander Randolph Advisory, Inc. History No change 11,986 425 0.37% 0.3% 204 0 0.0% Q1 2026 May 06, 2026
BTG Pactual Asset Management US LLC History No change 11,893 422 0.04% 0.04% 205 0 0.0% Q1 2026 May 14, 2026
Brooklyn Investment Group History Added to 11,795 418 0.01% 0.02% 206 +339 2.96% Q1 2026 Apr 29, 2026
Independent Solutions Wealth Management, LLC History Reduced 11,607 412 0.06% 0.07% 207 -69 -0.59% Q1 2026 Apr 27, 2026
Advisor Resource Council History Added to 11,406 405 0.13% 0.14% 208 +316 2.85% Q1 2026 May 07, 2026
K.J. Harrison & Partners Inc History New 11,351 403 0.07% 209 +11,351 New Q1 2026 Apr 28, 2026
GTS SECURITIES LLC History New 11,295 401 0.01% 210 +11,295 New Q1 2026 May 14, 2026
RFG Advisory, LLC History Added to 11,269 400 0.01% 0.0% 211 +2,918 34.94% Q1 2026 Apr 17, 2026
BFI Infinity Ltd. History New 11,261 399 0.22% 212 +11,261 New Q1 2026 Apr 13, 2026
SeaCrest Wealth Management, LLC History New 11,217 398 0.04% 213 +11,217 New Q1 2026 Apr 15, 2026
Bleakley Financial Group, LLC History New 11,159 396 0.01% 214 +11,159 New Q1 2026 May 04, 2026
Rehmann Capital Advisory Group History New 10,964 389 0.02% 215 +10,964 New Q1 2026 May 15, 2026
Marex Group plc History New 10,760 382 0.0% 216 +10,760 New Q1 2026 May 13, 2026
SAXON INTERESTS, INC. History New 10,710 380 0.13% 217 +10,710 New Q1 2026 Apr 29, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History New 10,119 360 0.01% 218 +10,119 New Q1 2026 May 01, 2026
Norris Financial Group, LLC History New 9,368 332 0.11% 220 +9,368 New Q1 2026 May 20, 2026
E&G Advisors, LP History New 9,355 332 0.07% 219 +9,355 New Q1 2026 Apr 21, 2026
Janney Montgomery Scott LLC History New 9,247 328 0.0% 221 +9,247 New Q1 2026 Apr 22, 2026
Snowden Capital Advisors LLC History New 9,233 327 0.01% 222 +9,233 New Q1 2026 May 14, 2026
Mariner, LLC History New 9,126 324 0.0% 224 +9,126 New Q1 2026 May 13, 2026
Destiny Wealth Partners, LLC History No change 9,131 324 0.04% 0.04% 223 0 0.0% Q1 2026 May 11, 2026
Cullen Capital Management, LLC History New 9,108 323 0.0% 225 +9,108 New Q1 2026 May 15, 2026
Three Seasons Wealth, LLC History New 9,061 321 0.12% 227 +9,061 New Q1 2026 May 05, 2026
Nicholas Hoffman & Company, LLC. History Added to 9,057 321 0.01% 0.01% 226 +78 0.87% Q1 2026 Apr 29, 2026
WESBANCO BANK INC History New 8,810 312 0.01% 228 +8,810 New Q1 2026 Apr 21, 2026
Vontobel Holding Ltd. History New 8,703 309 0.0% 231 +8,703 New Q1 2026 May 08, 2026
Navigation Wealth Management, Inc. History Added to 8,724 309 1.11% 0.36% 230 +829 10.5% Q1 2026 Apr 21, 2026
IHT Wealth Management, LLC History Added to 8,704 309 0.01% 0.01% 229 +203 2.39% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Reduced 8,497 301 0.0% 0.0% 232 -19,261 -69.39% Q1 2026 May 13, 2026
Parallel Advisors, LLC History Added to 8,474 300 0.01% 0.0% 233 +1,000 13.38% Q1 2026 May 07, 2026
Patriot Financial Group Insurance Agency, LLC History New 8,428 299 0.02% 234 +8,428 New Q1 2026 Apr 22, 2026
Crestwood Advisors Group, LLC History Reduced 8,137 289 0.0% 0.0% 235 -29 -0.36% Q1 2026 May 05, 2026
Pathstone Holdings, LLC History Added to 8,080 287 0.0% 0.0% 236 +8 0.1% Q1 2026 May 11, 2026
Canal Insurance CO History New 8,000 284 0.06% 237 +8,000 New Q1 2026 May 04, 2026
Robertson Stephens Wealth Management, LLC History No change 7,900 280 0.01% 0.01% 238 0 0.0% Q1 2026 Apr 28, 2026
Greykasell Wealth Strategies, Inc. History Added to 7,527 267 0.11% 0.09% 239 +1 0.01% Q1 2026 May 07, 2026
TOTH FINANCIAL ADVISORY CORP History New 7,400 262 0.03% 240 +7,400 New Q1 2026 Apr 16, 2026
Union Bancaire Privee, UBP SA History New 8,050 261 0.0% 241 +8,050 New Q1 2026 Apr 22, 2026
FLOW TRADERS U.S. LLC History New 7,177 255 0.01% 242 +7,177 New Q1 2026 May 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History New 7,034 249 0.01% 243 +7,034 New Q1 2026 May 15, 2026
Sequoia Financial Advisors, LLC History No change 6,910 245 0.0% 0.0% 244 0 0.0% Q1 2026 Apr 30, 2026
SMART Wealth LLC History New 6,814 242 0.07% 246 +6,814 New Q1 2026 Apr 23, 2026
EP Wealth Advisors, LLC History Added to 6,829 242 0.0% 0.0% 245 +98 1.46% Q1 2026 May 14, 2026
Second Half Financial Partners, LLC History Reduced 6,801 241 0.11% 0.1% 247 -406 -5.63% Q1 2026 May 11, 2026
VIRTUE ASSET MANAGEMENT LLC History New 6,704 238 0.19% 248 +6,704 New Q1 2026 May 12, 2026
SFI Advisors, LLC History Reduced 6,685 237 0.25% 0.14% 249 -674 -9.16% Q1 2026 May 05, 2026
FMR LLC History Added to 6,542 232 0.0% 0.0% 250 +1,191 22.26% Q1 2026 May 15, 2026
Geneos Wealth Management Inc. History Reduced 6,494 230 0.01% 0.01% 251 -748 -10.33% Q1 2026 May 04, 2026
World Investment Advisors History Reduced 6,406 227 0.0% 0.01% 252 -22,518 -77.85% Q1 2026 Apr 27, 2026
Pioneer Family Office, LLC History New 6,170 219 0.14% 253 +6,170 New Q1 2026 May 13, 2026
HARMONY ASSET MANAGEMENT LLC History New 5,925 210 0.06% 254 +5,925 New Q1 2026 May 05, 2026
Summa Corp. History New 5,764 204 0.08% 255 +5,764 New Q1 2026 Apr 30, 2026
KEYBANK NATIONAL ASSOCIATION/OH History New 5,716 203 0.0% 257 +5,716 New Q1 2026 Apr 24, 2026
HARBOUR INVESTMENTS, INC. History Added to 5,726 203 0.0% 0.0% 256 +5,120 844.88% Q1 2026 May 15, 2026
Logan Stone Capital, LLC History New 5,670 201 0.06% 258 +5,670 New Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History New 5,645 200 0.0% 259 +5,645 New Q1 2026 May 15, 2026
Triumph Capital Management History Reduced 5,369 190 0.04% 0.04% 260 -419 -7.24% Q1 2026 May 13, 2026
MAI Capital Management History Added to 5,183 184 0.0% 0.0% 261 +138 2.74% Q1 2026 May 15, 2026
TUCKER ASSET MANAGEMENT LLC History No change 5,678 172 0.05% 0.05% 262 0 0.0% Q4 2025 Feb 05, 2026
Friedenthal Financial History New 4,690 166 0.08% 263 +4,690 New Q1 2026 Apr 20, 2026
ExodusPoint Capital Management, LP History New 4,300 152 0.0% 264 +4,300 New Q1 2026 May 14, 2026
Sound Income Strategies, LLC History Added to 4,155 148 0.01% 0.01% 265 +700 20.26% Q1 2026 Apr 27, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 3,576 127 0.0% 0.0% 266 0 0.0% Q1 2026 May 13, 2026
CIBC Private Wealth Group LLC History No change 4,163 126 0.0% 0.0% 267 0 0.0% Q4 2025 Feb 12, 2026
USA FINANCIAL FORMULAS History Reduced 3,460 122 0.02% 0.03% 268 -1,124 -24.52% Q1 2026 Apr 14, 2026
PRUDENTIAL PLC History New 3,250 115 0.0% 269 +3,250 New Q1 2026 May 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History Reduced 2,988 106 0.01% 0.01% 270 -99 -3.21% Q1 2026 May 01, 2026
Main Management LLC History New 2,760 98 0.01% 271 +2,760 New Q1 2026 May 14, 2026
IFP Advisors, Inc History Added to 2,700 95 0.0% 0.0% 272 +192 7.66% Q1 2026 Apr 13, 2026
Colonial Trust Co / SC History New 2,572 91 0.01% 273 +2,572 New Q1 2026 May 12, 2026
FIFTH THIRD BANCORP History New 2,519 89 0.0% 274 +2,519 New Q1 2026 May 01, 2026
COMERICA BANK History No change 2,852 86 0.0% 0.0% 275 0 0.0% Q4 2025 Jan 29, 2026
Game Plan Financial Advisors, LLC History Added to 2,272 80 0.04% 0.01% 276 +1,097 93.36% Q1 2026 Apr 23, 2026
Covestor Ltd History Added to 2,181 77 0.05% 0.01% 277 +1,404 180.69% Q1 2026 May 05, 2026
PRIVATE TRUST CO NA History Added to 2,163 76 0.01% 0.01% 278 +254 13.31% Q1 2026 Apr 30, 2026
GROUP ONE TRADING LLC History Added to 1,740 61 0.0% 0.0% 279 +1,640 1640.0% Q1 2026 May 13, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 1,669 59 0.0% 0.0% 280 +668 66.73% Q1 2026 May 14, 2026
BLAIR WILLIAM & CO/IL History New 1,500 53 0.0% 281 +1,500 New Q1 2026 May 08, 2026
TD Waterhouse Canada Inc. History New 500 53 0.0% 282 +500 New Q1 2026 May 12, 2026
VAN DEN BERG MANAGEMENT I, INC History No change 1,300 46 0.01% 0.01% 283 0 0.0% Q1 2026 May 15, 2026
Legacy Bridge, LLC History No change 1,298 46 0.02% 0.02% 284 0 0.0% Q1 2026 May 14, 2026
AE Wealth Management LLC History Reduced 1,250 44 0.0% 0.0% 285 -88 -6.58% Q1 2026 May 13, 2026
Park Square Financial Group, LLC History New 1,193 42 0.32% 286 +1,193 New Q1 2026 May 13, 2026
Bangor Savings Bank History No change 1,100 39 0.0% 0.0% 287 0 0.0% Q1 2026 Apr 01, 2026
Bogart Wealth, LLC History No change 1,105 39 0.0% 0.0% 288 0 0.0% Q1 2026 Apr 28, 2026
Signature Equity Partners, LLC History Reduced 910 32 0.02% 0.02% 289 -61 -6.28% Q1 2026 May 13, 2026
Capital Investment Advisory Services, LLC History No change 868 30 0.0% 0.0% 290 0 0.0% Q1 2026 May 05, 2026
NBC SECURITIES, INC. History New 610 21 0.0% 291 +610 New Q1 2026 Apr 14, 2026
American Capital Advisory, LLC History No change 537 19 0.01% 0.01% 292 0 0.0% Q1 2026 Apr 29, 2026
Breakwater Investment Management History No change 555 19 0.01% 0.01% 293 0 0.0% Q1 2026 May 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 513 18 0.0% 294 +510 17000.0% Q1 2026 May 13, 2026
FIRST HORIZON CORP History No change 480 17 0.0% 0.0% 295 0 0.0% Q1 2026 Apr 30, 2026
GLENMEDE TRUST CO NA History No change 500 15 0.0% 0.0% 296 0 0.0% Q4 2025 Feb 17, 2026
Aptus Capital Advisors, LLC History No change 450 15 0.0% 0.0% 297 0 0.0% Q1 2026 May 11, 2026
CWM, LLC History Added to 378 13 0.0% 0.0% 298 +200 112.36% Q1 2026 May 14, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 339 12 0.0% 0.0% 299 0 0.0% Q1 2026 May 01, 2026
Capital Investment Counsel, Inc History New 300 10 0.0% 302 +300 New Q1 2026 Apr 21, 2026