iSHARES TRUST - IMCB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HighTower Advisors, LLC | History | Added to | 1,927,513 | 160,812 | 0.17% | 0.17% | 1 | +81,186 | 4.4% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 1,508,981 | 125,894 | 0.01% | 0.01% | 2 | +7,432 | 0.49% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | New | 1,284,701 | 117,280 | 13.54% | — | 3 | +1,284,701 | New | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,364,509 | 113,840 | 0.02% | 0.02% | 4 | +32,749 | 2.46% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 569,148 | 47,484 | 0.01% | 0.01% | 5 | +70,940 | 14.24% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 445,448 | 37,163 | 0.01% | 0.01% | 6 | -10,813 | -2.37% | Q1 2026 | May 06, 2026 |
| MEANS INVESTMENT CO., INC. | History | Added to | 432,405 | 36,075 | 3.14% | 2.98% | 7 | +4,392 | 1.03% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 240,763 | 20,086 | 0.02% | 0.02% | 8 | +3,280 | 1.38% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 222,148 | 18,533 | 0.15% | 0.07% | 9 | +105,191 | 89.94% | Q1 2026 | May 11, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 220,648 | 18,408 | 3.39% | 1.93% | 10 | +105,485 | 91.6% | Q1 2026 | Apr 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 211,454 | 17,641 | 0.0% | 0.0% | 11 | +6,627 | 3.24% | Q1 2026 | May 11, 2026 |
| Steele Capital Management, Inc. | History | Added to | 191,542 | 15,980 | 0.66% | 0.67% | 12 | +2,352 | 1.24% | Q1 2026 | Apr 29, 2026 |
| Matrix Trust Co | History | Added to | 189,793 | 15,834 | 2.63% | 2.58% | 13 | +603 | 0.32% | Q1 2026 | Apr 09, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 187,984 | 15,683 | 0.18% | 0.13% | 14 | +50,321 | 36.55% | Q1 2026 | Apr 28, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 186,408 | 15,551 | 0.95% | 0.94% | 15 | +6,966 | 3.88% | Q1 2026 | Apr 13, 2026 |
| Fortitude Financial, LLC | History | Added to | 182,541 | 15,229 | 8.06% | 12.26% | 16 | +7,875 | 4.51% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 175,656 | 14,654 | 0.02% | 0.02% | 17 | -3,805 | -2.12% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 149,314 | 12,520 | 0.0% | 0.0% | 18 | -11,821 | -7.34% | Q1 2026 | May 15, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 143,117 | 11,940 | 8.53% | 7.6% | 19 | +25,129 | 21.3% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 119,402 | 9,964 | 0.01% | 0.01% | 20 | +6,641 | 5.89% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 117,073 | 9,767 | 0.04% | 0.03% | 21 | +15,182 | 14.9% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 114,271 | 9,598 | 0.09% | 0.09% | 22 | +8,893 | 8.44% | Q1 2026 | Apr 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 113,351 | 9,456 | 0.0% | 0.0% | 23 | +3,818 | 3.49% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 104,467 | 8,716 | 0.0% | 0.0% | 24 | -2,506 | -2.34% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 98,151 | 8,188 | 0.02% | 0.02% | 25 | -25,024 | -20.32% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 95,505 | 7,968 | 0.02% | 0.02% | 26 | +12,113 | 14.53% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 81,101 | 6,766 | 0.0% | 0.0% | 27 | +14,682 | 22.11% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 72,642 | 6,060 | 0.01% | 0.01% | 28 | -1,315 | -1.78% | Q1 2026 | May 12, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 66,732 | 5,567 | 3.0% | 3.14% | 29 | -1,488 | -2.18% | Q1 2026 | May 14, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | Reduced | 65,051 | 5,427 | 2.18% | 2.36% | 30 | -1,227 | -1.85% | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 63,430 | 5,291 | 0.2% | 0.2% | 31 | -700 | -1.09% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Reduced | 60,331 | 5,033 | 0.1% | 0.09% | 32 | -137 | -0.23% | Q1 2026 | May 01, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 59,645 | 4,976 | 0.56% | 0.48% | 33 | +5,910 | 11.0% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 51,885 | 4,328 | 0.01% | 0.01% | 34 | -2,268 | -4.19% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 49,360 | 4,118 | 0.05% | 0.05% | 35 | +4,482 | 9.99% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 44,273 | 3,693 | 0.0% | 0.0% | 36 | +3,019 | 7.32% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 41,024 | 3,393 | 0.02% | 0.02% | 37 | +6,222 | 17.88% | Q1 2026 | May 15, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 37,786 | 3,152 | 0.35% | 0.36% | 38 | -555 | -1.45% | Q1 2026 | Apr 28, 2026 |
| Sowell Financial Services LLC | History | Reduced | 35,985 | 3,002 | 0.11% | 0.12% | 39 | -1,906 | -5.03% | Q1 2026 | Apr 20, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 35,698 | 2,978 | 0.77% | 0.83% | 40 | -382 | -1.06% | Q1 2026 | May 11, 2026 |
| United Advisor Group, LLC | History | Reduced | 30,739 | 2,564 | 0.32% | 0.32% | 41 | -484 | -1.55% | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 27,772 | 2,316 | 0.02% | 0.02% | 42 | +113 | 0.41% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 28,038 | 2,281 | 0.0% | 0.0% | 43 | +727 | 2.66% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 27,167 | 2,266 | 0.0% | 0.0% | 44 | -2,533 | -8.53% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 24,979 | 2,083 | 0.0% | 0.0% | 45 | +4,000 | 19.07% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,563 | 1,903 | 0.0% | 0.0% | 46 | -7,894 | -25.92% | Q1 2026 | Apr 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,444 | 1,600 | 0.0% | 0.0% | 47 | +6,403 | 49.1% | Q1 2026 | May 15, 2026 |
| Pitti Group Wealth Management, LLC | History | Added to | 17,674 | 1,474 | 1.2% | 1.11% | 48 | +1,408 | 8.66% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 17,198 | 1,434 | 0.07% | 0.08% | 49 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 16,702 | 1,393 | 0.68% | 0.72% | 50 | -95 | -0.57% | Q1 2026 | Apr 22, 2026 |
| VestGen Advisors, LLC | History | Reduced | 14,534 | 1,321 | 0.04% | 0.06% | 51 | -1,233 | -7.82% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 15,814 | 1,319 | 0.0% | 0.0% | 52 | +182 | 1.16% | Q1 2026 | May 15, 2026 |
| Rede Wealth, LLC | History | Added to | 15,702 | 1,310 | 0.47% | 0.33% | 53 | +4,345 | 38.26% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Added to | 14,751 | 1,230 | 0.0% | 0.0% | 54 | +374 | 2.6% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 13,466 | 1,123 | 0.03% | 0.02% | 55 | +4,059 | 43.15% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 13,408 | 1,118 | 0.02% | 0.02% | 56 | -875 | -6.13% | Q1 2026 | May 04, 2026 |
| Apella Capital, LLC | History | No change | 11,532 | 1,033 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 11,605 | 968 | 0.01% | 0.01% | 58 | -303 | -2.54% | Q1 2026 | May 15, 2026 |
| S.A. Mason LLC | History | Reduced | 11,498 | 959 | 0.36% | 0.38% | 59 | -170 | -1.46% | Q1 2026 | Apr 27, 2026 |
| Liberty Capital Management, Inc. | History | No change | 10,200 | 843 | 0.16% | 0.16% | 60 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Edge Financial Advisors LLC | History | No change | 10,132 | 838 | 0.35% | 0.35% | 61 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 9,934 | 828 | 0.0% | 0.0% | 62 | -18,972 | -65.63% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 9,730 | 812 | 0.0% | 0.0% | 63 | -499 | -4.88% | Q1 2026 | Apr 22, 2026 |
| Summit Asset Management, LLC | History | No change | 9,554 | 797 | 0.11% | 0.11% | 64 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 9,414 | 785 | 0.11% | 0.09% | 65 | +877 | 10.27% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 9,224 | 769 | 0.01% | — | 66 | +9,224 | New | Q1 2026 | Apr 20, 2026 |
| Opulen Financial Group LLC | History | Reduced | 9,213 | 768 | 0.54% | 0.56% | 67 | -73 | -0.79% | Q1 2026 | Apr 29, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,513 | 756 | 0.01% | — | 68 | +8,513 | New | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 8,944 | 746 | 0.02% | 0.02% | 69 | +925 | 11.54% | Q1 2026 | May 04, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 8,795 | 733 | 0.27% | 0.32% | 70 | -2,614 | -22.91% | Q1 2026 | May 12, 2026 |
| Composition Wealth, LLC | History | Reduced | 8,783 | 732 | 0.01% | 0.01% | 71 | -950 | -9.76% | Q1 2026 | Apr 08, 2026 |
| Proactive Wealth Strategies LLC | History | Added to | 8,604 | 717 | 0.13% | 0.14% | 72 | +4,314 | 100.56% | Q1 2026 | Apr 29, 2026 |
| Financial Perspectives, Inc | History | Added to | 8,591 | 716 | 0.2% | 0.18% | 73 | +555 | 6.91% | Q1 2026 | May 11, 2026 |
| TRUEFG, LLC | History | Reduced | 8,571 | 715 | 0.19% | 0.19% | 74 | -48 | -0.56% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,037 | 664 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hilltop Holdings Inc. | History | No change | 7,953 | 663 | 0.06% | 0.04% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | No change | 7,728 | 644 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 7,632 | 636 | 0.05% | 0.06% | 78 | -372 | -4.65% | Q1 2026 | Apr 16, 2026 |
| Three Seasons Wealth, LLC | History | Added to | 7,170 | 598 | 0.23% | 0.05% | 79 | +309 | 4.5% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 6,853 | 571 | 0.0% | — | 80 | +6,853 | New | Q1 2026 | May 14, 2026 |
| LAWOOD & CO | History | No change | 6,736 | 561 | 0.52% | 0.53% | 81 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SB Capital Management Inc | History | No change | 6,756 | 558 | 0.2% | 0.2% | 82 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| FIFTH THIRD BANCORP | History | New | 6,606 | 551 | 0.0% | — | 83 | +6,606 | New | Q1 2026 | May 01, 2026 |
| Haverford Trust Co | History | No change | 6,601 | 550 | 0.01% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GWN SECURITIES INC. | History | Added to | 6,580 | 548 | 0.1% | 0.11% | 85 | +215 | 3.38% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | No change | 6,496 | 541 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,471 | 539 | 0.0% | 0.01% | 87 | +9 | 0.14% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | New | 6,376 | 531 | 0.0% | — | 88 | +6,376 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 6,407 | 530 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,648 | 471 | 0.01% | 0.01% | 90 | -17 | -0.3% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 5,628 | 469 | 0.01% | — | 91 | +5,628 | New | Q1 2026 | May 12, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 5,586 | 466 | 0.14% | 0.13% | 92 | +389 | 7.49% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Reduced | 5,543 | 462 | 0.0% | 0.0% | 93 | -1,773 | -24.23% | Q1 2026 | May 13, 2026 |
| Financial Futures Ltd Liability Co. | History | Reduced | 5,481 | 457 | 0.2% | 0.21% | 94 | -80 | -1.44% | Q1 2026 | Apr 22, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,476 | 456 | 0.0% | — | 95 | +5,476 | New | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,394 | 450 | 0.0% | — | 96 | +5,394 | New | Q1 2026 | May 12, 2026 |
| Kaydan Wealth Management, Inc. | History | No change | 5,392 | 449 | 0.15% | 0.13% | 97 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PFG Investments, LLC | History | Reduced | 5,356 | 446 | 0.02% | 0.02% | 99 | -798 | -12.97% | Q1 2026 | Apr 27, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,394 | 446 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 5,089 | 424 | 0.01% | 0.01% | 100 | +459 | 9.91% | Q1 2026 | Apr 13, 2026 |
| American Trust | History | Reduced | 4,929 | 411 | 0.04% | 0.07% | 102 | -5,514 | -52.8% | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 4,978 | 411 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Added to | 4,842 | 403 | 0.03% | 0.03% | 103 | +14 | 0.29% | Q1 2026 | May 13, 2026 |
| Marshall Financial Group, LLC | History | Added to | 4,812 | 401 | 0.06% | 0.08% | 104 | +53 | 1.11% | Q1 2026 | Apr 10, 2026 |
| Wealthspire Retirement, LLC | History | No change | 4,803 | 400 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 4,842 | 394 | 0.0% | 0.0% | 106 | +14 | 0.29% | Q1 2026 | May 01, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 4,520 | 377 | 0.05% | — | 107 | +4,520 | New | Q1 2026 | May 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,349 | 362 | 0.01% | 0.01% | 108 | -202 | -4.44% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,300 | 358 | 0.0% | 0.0% | 109 | +2,382 | 124.19% | Q1 2026 | May 08, 2026 |
| Procyon Advisors, LLC | History | Reduced | 4,293 | 358 | 0.02% | 0.02% | 110 | -294 | -6.41% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 4,175 | 348 | 0.0% | 0.0% | 111 | +44 | 1.07% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 4,131 | 344 | 0.0% | 0.0% | 112 | +30 | 0.73% | Q1 2026 | May 11, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 4,000 | 333 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 3,958 | 330 | 0.16% | 0.21% | 114 | -1,379 | -25.84% | Q1 2026 | Apr 15, 2026 |
| Glenview Trust Co | History | No change | 3,887 | 324 | 0.01% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 3,825 | 319 | 0.03% | 0.04% | 116 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Wealth Management Associates, Inc. | History | No change | 3,822 | 318 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| XML Financial, LLC | History | No change | 3,740 | 312 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 3,560 | 297 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 3,553 | 296 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 3,468 | 289 | 0.0% | 0.0% | 121 | -1,076 | -23.68% | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 3,446 | 287 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | History | Reduced | 3,400 | 283 | 0.17% | 0.18% | 124 | -451 | -11.71% | Q1 2026 | Apr 08, 2026 |
| Allegheny Financial Group | History | Added to | 3,403 | 283 | 0.04% | 0.04% | 123 | +130 | 3.97% | Q1 2026 | Apr 16, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 3,250 | 271 | 0.09% | 0.09% | 125 | +9 | 0.28% | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | No change | 3,241 | 270 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 3,192 | 266 | 0.0% | 0.0% | 127 | +293 | 10.11% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,151 | 262 | 0.0% | 0.0% | 128 | +36 | 1.16% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 3,100 | 258 | 0.0% | 0.0% | 129 | -16,734 | -84.37% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 3,089 | 257 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evernest Financial Advisors, LLC | History | No change | 2,646 | 237 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 2,678 | 223 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | Added to | 2,672 | 222 | 0.11% | 0.11% | 133 | +51 | 1.95% | Q1 2026 | May 15, 2026 |
| Ellevest, Inc. | History | Reduced | 2,608 | 217 | 0.03% | 0.03% | 134 | -53 | -1.99% | Q1 2026 | May 11, 2026 |
| Mosley Wealth Management | History | No change | 2,621 | 217 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Venture Visionary Partners LLC | History | New | 2,599 | 216 | 0.01% | — | 136 | +2,599 | New | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 2,508 | 209 | 0.0% | 0.0% | 137 | -1,824 | -42.11% | Q1 2026 | May 04, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,501 | 208 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 2,389 | 199 | 0.03% | 0.32% | 139 | -22,125 | -90.25% | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 1,738 | 145 | 0.02% | 0.01% | 141 | +1,258 | 262.08% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,740 | 145 | 0.0% | 0.0% | 140 | +5 | 0.29% | Q1 2026 | Apr 07, 2026 |
| HOWE & RUSLING INC | History | No change | 1,736 | 144 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 1,675 | 139 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,662 | 138 | 0.01% | 0.01% | 144 | +209 | 14.38% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,629 | 135 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | New | 1,606 | 134 | 0.0% | — | 146 | +1,606 | New | Q1 2026 | May 19, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,604 | 133 | 0.0% | 0.0% | 147 | +3 | 0.19% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 1,503 | 125 | 0.0% | 0.01% | 148 | -1,509 | -50.1% | Q1 2026 | Apr 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,451 | 121 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EPG Wealth Management LLC | History | No change | 1,430 | 119 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,245 | 103 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | Reduced | 1,190 | 99 | 0.02% | 0.05% | 152 | -1,460 | -55.09% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | No change | 1,166 | 97 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Added to | 1,144 | 95 | 0.04% | 0.04% | 154 | +3 | 0.26% | Q1 2026 | May 07, 2026 |
| HighMark Wealth Management LLC | History | No change | 1,111 | 92 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,000 | 83 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 985 | 82 | 0.0% | 0.0% | 157 | +2 | 0.2% | Q1 2026 | Apr 17, 2026 |
| Silicon Valley Capital Partners | History | Added to | 968 | 80 | 0.01% | 0.01% | 158 | +3 | 0.31% | Q1 2026 | May 19, 2026 |
| Archer Investment Corp | History | Reduced | 885 | 73 | 0.02% | 0.02% | 159 | -92 | -9.42% | Q1 2026 | May 04, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 800 | 66 | 0.02% | 0.02% | 160 | -300 | -27.27% | Q1 2026 | Apr 03, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 797 | 66 | 0.02% | 0.03% | 161 | -127 | -13.74% | Q1 2026 | Apr 23, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 712 | 59 | 0.05% | 0.03% | 162 | +2 | 0.28% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 676 | 56 | 0.0% | 0.0% | 163 | +1 | 0.15% | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | No change | 643 | 53 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| one8zero8, LLC | History | No change | 600 | 50 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VANGUARD ADVISERS INC | History | New | 562 | 46 | 0.0% | — | 166 | +562 | New | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 556 | 46 | 0.02% | — | 167 | +556 | New | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 520 | 43 | 0.0% | — | 169 | +520 | New | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 520 | 43 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | No change | 515 | 42 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | Added to | 485 | 41 | 0.0% | 0.0% | 171 | +212 | 77.66% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 498 | 41 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 488 | 40 | 0.01% | 0.01% | 173 | +2 | 0.41% | Q1 2026 | Apr 20, 2026 |
| Basepoint Wealth LLC | History | Added to | 489 | 40 | 0.02% | 0.02% | 174 | +2 | 0.41% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Added to | 467 | 38 | 0.0% | 0.0% | 175 | +15 | 3.32% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | No change | 439 | 36 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 426 | 35 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | No change | 420 | 35 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | New | 413 | 34 | 0.0% | — | 179 | +413 | New | Q1 2026 | Apr 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 390 | 32 | 0.0% | 0.0% | 180 | -10 | -2.5% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 387 | 32 | 0.0% | 0.0% | 181 | -4 | -1.02% | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 328 | 27 | 0.0% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 320 | 26 | 0.0% | 0.0% | 183 | -10 | -3.03% | Q1 2026 | May 15, 2026 |
| Olistico Wealth, LLC | History | No change | 300 | 25 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 280 | 23 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Salomon & Ludwin, LLC | History | No change | 239 | 20 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SYM FINANCIAL Corp | History | No change | 228 | 19 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Integrity Financial Corp /WA | History | No change | 220 | 18 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STEPH & CO | History | New | 209 | 17 | 0.0% | — | 189 | +209 | New | Q1 2026 | Apr 17, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 184 | 15 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 184 | 15 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 179 | 14 | 0.0% | 0.0% | 192 | +1 | 0.56% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | No change | 122 | 10 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 68 | 5 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Asset Dedication, LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Decker Retirement Planning Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,380 | -100.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -35,168 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -13,075 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,540 | -100.0% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,637 | -100.0% | Q1 2026 | May 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,954 | -100.0% | Q1 2026 | May 11, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,828 | -100.0% | Q1 2026 | May 15, 2026 |
| Philip James Wealth Mangement, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,476 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Detalus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,243 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,019 | -100.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,988 | -100.0% | Q1 2026 | May 15, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -2,581 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,508 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,988 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -1,786 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,481 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -984 | -100.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -306 | -100.0% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -297 | -100.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Copia Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |