iSHARES TRUST - IMCV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 965,232 | 81,837 | 0.69% | 0.67% | 1 | -43,089 | -4.27% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 610,518 | 51,763 | 0.0% | 0.0% | 2 | +25,002 | 4.27% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 444,547 | 37,691 | 0.01% | 0.01% | 3 | -4,303 | -0.96% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 407,779 | 34,581 | 0.01% | 0.0% | 4 | +171,859 | 72.85% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 370,810 | 31,439 | 0.01% | 0.01% | 5 | +32,018 | 9.45% | Q1 2026 | May 06, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 342,827 | 29,066 | 0.63% | 0.65% | 6 | -15,389 | -4.3% | Q1 2026 | Apr 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 330,315 | 27,197 | 0.18% | 0.19% | 7 | -532 | -0.16% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 270,624 | 22,945 | 0.03% | 0.03% | 8 | -21,202 | -7.27% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 250,708 | 21,256 | 0.0% | 0.0% | 9 | -10,574 | -4.05% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 230,858 | 19,575 | 0.03% | 0.03% | 10 | +13,465 | 6.19% | Q1 2026 | May 15, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 217,137 | 18,410 | 2.01% | 1.93% | 11 | -5,491 | -2.47% | Q1 2026 | May 05, 2026 |
| Matrix Trust Co | History | Added to | 207,319 | 17,578 | 2.92% | 2.81% | 12 | +667 | 0.32% | Q1 2026 | Apr 09, 2026 |
| Steele Capital Management, Inc. | History | Added to | 207,319 | 17,577 | 0.73% | 0.73% | 13 | +667 | 0.32% | Q1 2026 | Apr 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 202,168 | 17,140 | 0.0% | 0.0% | 14 | -22,963 | -10.2% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 195,305 | 16,559 | 0.0% | 0.0% | 15 | +1,842 | 0.95% | Q1 2026 | May 05, 2026 |
| GRANVILLE CAPITAL, INC. | History | Added to | 152,681 | 12,945 | 6.77% | 6.18% | 16 | +11,138 | 7.87% | Q1 2026 | May 11, 2026 |
| Marietta Wealth Management, LLC | History | Added to | 130,251 | 11,043 | 1.31% | 1.22% | 17 | +2,095 | 1.63% | Q1 2026 | Apr 21, 2026 |
| swisspartners Advisors Ltd | History | Added to | 128,740 | 10,854 | 6.82% | 7.62% | 18 | +1,190 | 0.93% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 126,592 | 10,733 | 0.0% | 0.0% | 19 | +8,232 | 6.96% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 124,401 | 10,547 | 0.01% | 0.01% | 20 | +27,063 | 27.8% | Q1 2026 | May 07, 2026 |
| Rodgers & Associates, LTD | History | Added to | 119,653 | 10,144 | 1.03% | 0.93% | 21 | +8,197 | 7.35% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 109,815 | 9,310 | 0.01% | 0.01% | 22 | +13,385 | 13.88% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 97,441 | 8,262 | 0.0% | 0.0% | 23 | +4,110 | 4.4% | Q1 2026 | May 15, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 91,324 | 7,742 | 0.87% | 0.76% | 24 | +5,036 | 5.84% | Q1 2026 | May 04, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 82,835 | 7,023 | 0.04% | 0.04% | 25 | +1,103 | 1.35% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 81,317 | 6,894 | 0.28% | 0.28% | 26 | -1,358 | -1.64% | Q1 2026 | Apr 21, 2026 |
| Ipsen Advisor Group LLC | History | No change | 83,657 | 6,888 | 4.89% | 4.89% | 27 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DAVENPORT & Co LLC | History | Added to | 69,972 | 5,932 | 0.03% | 0.03% | 28 | +3,930 | 5.95% | Q1 2026 | Apr 15, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 61,754 | 5,235 | 0.76% | 0.77% | 29 | +1,027 | 1.69% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Added to | 55,996 | 5,012 | 0.39% | 0.4% | 30 | +1,278 | 2.34% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 58,208 | 4,935 | 0.01% | 0.01% | 31 | +7,630 | 15.09% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 57,137 | 4,844 | 0.01% | 0.01% | 32 | +875 | 1.56% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Added to | 53,240 | 4,513 | 0.13% | 0.04% | 33 | +37,933 | 247.81% | Q1 2026 | Apr 09, 2026 |
| DDFG, Inc | History | Added to | 49,896 | 4,230 | 0.91% | 0.84% | 34 | +3,060 | 6.53% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 45,062 | 3,820 | 0.01% | 0.01% | 35 | -1,564 | -3.35% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 44,779 | 3,796 | 0.0% | 0.0% | 36 | -999 | -2.18% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 44,425 | 3,766 | 0.0% | 0.0% | 37 | -3 | -0.01% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 43,037 | 3,648 | 0.02% | 0.02% | 38 | -129 | -0.3% | Q1 2026 | May 14, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 40,489 | 3,432 | 0.63% | 0.61% | 39 | -56 | -0.14% | Q1 2026 | May 06, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 38,313 | 3,248 | 1.95% | 1.86% | 40 | -87 | -0.23% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 35,683 | 3,025 | 0.0% | 0.0% | 41 | +17,842 | 100.01% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 28,039 | 2,377 | 0.02% | 0.02% | 42 | +267 | 0.96% | Q1 2026 | Apr 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 27,600 | 2,340 | 0.07% | 0.07% | 43 | +526 | 1.94% | Q1 2026 | Apr 08, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 27,109 | 2,298 | 0.32% | 0.31% | 44 | -433 | -1.57% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 26,543 | 2,250 | 0.01% | 0.01% | 45 | -1,582 | -5.62% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,306 | 2,145 | 0.01% | 0.0% | 46 | +16,874 | 200.12% | Q1 2026 | Apr 30, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Reduced | 24,931 | 2,113 | 1.03% | 1.08% | 47 | -368 | -1.45% | Q1 2026 | Apr 22, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 24,638 | 2,088 | 0.23% | 0.22% | 48 | -140 | -0.57% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Wealth | History | Added to | 24,447 | 2,072 | 0.0% | 0.0% | 49 | +46 | 0.19% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 22,513 | 1,985 | 0.04% | — | 50 | +22,513 | New | Q1 2026 | May 01, 2026 |
| LRI Investments, LLC | History | No change | 22,656 | 1,920 | 0.17% | 0.15% | 51 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 22,620 | 1,887 | 0.0% | 0.0% | 52 | +7,312 | 47.77% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 20,867 | 1,769 | 0.03% | 0.03% | 53 | +766 | 3.81% | Q1 2026 | May 13, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 18,922 | 1,604 | 0.22% | 0.22% | 54 | -158 | -0.83% | Q1 2026 | Apr 17, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 18,515 | 1,569 | 0.44% | 0.46% | 55 | -246 | -1.31% | Q1 2026 | Apr 24, 2026 |
| Corient Private Wealth LLC | History | Reduced | 16,287 | 1,380 | 0.0% | 0.0% | 56 | -1,049 | -6.05% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 16,119 | 1,367 | 0.01% | — | 57 | +16,119 | New | Q1 2026 | Apr 07, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 15,790 | 1,338 | 0.04% | 0.04% | 58 | -521 | -3.19% | Q1 2026 | May 04, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 14,728 | 1,248 | 0.45% | 0.44% | 59 | -1,342 | -8.35% | Q1 2026 | May 12, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 13,852 | 1,174 | 0.39% | 0.4% | 60 | +15 | 0.11% | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | No change | 13,727 | 1,163 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 13,447 | 1,140 | 0.0% | — | 62 | +13,447 | New | Q1 2026 | May 01, 2026 |
| Allegheny Financial Group | History | Added to | 13,279 | 1,125 | 0.15% | 0.08% | 63 | +6,416 | 93.49% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 13,530 | 1,114 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,231 | 956 | 0.0% | 0.0% | 65 | -6,393 | -36.27% | Q1 2026 | Apr 08, 2026 |
| Sentinel Advisory Group, LLC | History | New | 10,218 | 866 | 0.42% | — | 66 | +10,218 | New | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,341 | 865 | 0.0% | 0.0% | 67 | +4,718 | 83.91% | Q1 2026 | May 15, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 9,786 | 829 | 0.1% | 0.1% | 68 | -50 | -0.51% | Q1 2026 | May 04, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 9,754 | 826 | 0.13% | 0.13% | 69 | +865 | 9.73% | Q1 2026 | Apr 30, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 9,292 | 787 | 0.2% | 0.22% | 70 | -346 | -3.59% | Q1 2026 | May 11, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 8,295 | 703 | 0.34% | 0.33% | 71 | +95 | 1.16% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Added to | 8,094 | 686 | 0.0% | 0.0% | 72 | +175 | 2.21% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 7,866 | 666 | 0.0% | 0.0% | 73 | -8,632 | -52.32% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,552 | 640 | 0.03% | 0.03% | 74 | +505 | 7.17% | Q1 2026 | Apr 28, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 7,438 | 630 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,416 | 543 | 0.01% | 0.01% | 76 | +19 | 0.3% | Q1 2026 | May 04, 2026 |
| SAGE FINANCIAL GROUP INC | History | Reduced | 6,362 | 539 | 0.04% | 0.03% | 77 | -30 | -0.47% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,172 | 523 | 0.0% | 0.0% | 78 | +650 | 11.77% | Q1 2026 | May 05, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Added to | 6,054 | 513 | 0.28% | 0.26% | 79 | +550 | 9.99% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,757 | 488 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 5,626 | 463 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 5,304 | 449 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,107 | 432 | 0.0% | 0.01% | 83 | -610 | -10.67% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,059 | 428 | 0.0% | 0.0% | 84 | +9 | 0.18% | Q1 2026 | Apr 24, 2026 |
| GWN SECURITIES INC. | History | Added to | 4,769 | 404 | 0.08% | 0.08% | 86 | +161 | 3.49% | Q1 2026 | May 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Added to | 4,769 | 404 | 0.06% | 0.06% | 85 | +62 | 1.32% | Q1 2026 | Apr 28, 2026 |
| Brooklyn Investment Group | History | Added to | 4,741 | 401 | 0.01% | 0.01% | 87 | +1,525 | 47.42% | Q1 2026 | Apr 29, 2026 |
| Parallel Advisors, LLC | History | No change | 4,703 | 398 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 4,529 | 384 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| rebel Financial LLC | History | Reduced | 4,382 | 371 | 0.16% | 0.16% | 90 | -213 | -4.64% | Q1 2026 | Apr 24, 2026 |
| Cape Investment Advisory, Inc. | History | Added to | 4,237 | 359 | 0.12% | 0.11% | 91 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Summit Asset Management, LLC | History | No change | 4,216 | 357 | 0.05% | 0.05% | 92 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WealthTrak Capital Management LLC | History | Reduced | 4,123 | 349 | 0.25% | 0.24% | 93 | -32 | -0.77% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 4,097 | 347 | 0.0% | 0.0% | 94 | +341 | 9.08% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | No change | 3,837 | 325 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 3,707 | 314 | 0.0% | 0.0% | 96 | -46 | -1.23% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,630 | 307 | 0.0% | 0.0% | 97 | +5 | 0.14% | Q1 2026 | Apr 20, 2026 |
| ALTFEST L J & CO INC | History | No change | 3,601 | 305 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 3,516 | 298 | 0.04% | 0.04% | 99 | -154 | -4.2% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,466 | 293 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 3,453 | 292 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Oakworth Capital, Inc. | History | No change | 3,430 | 290 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| New Insight Wealth Advisors | History | No change | 3,392 | 287 | 0.1% | 0.1% | 103 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,263 | 276 | 0.0% | 0.0% | 104 | -440 | -11.88% | Q1 2026 | May 14, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 3,116 | 264 | 0.03% | 0.03% | 105 | +5 | 0.16% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 3,057 | 259 | 0.0% | — | 106 | +3,057 | New | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 2,971 | 251 | 0.02% | 0.02% | 107 | +168 | 5.99% | Q1 2026 | May 13, 2026 |
| Bouchey Financial Group Ltd | History | No change | 2,808 | 245 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| M. Kulyk & Associates, LLC | History | New | 2,876 | 243 | 0.05% | — | 109 | +2,876 | New | Q1 2026 | May 06, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 2,850 | 241 | 0.02% | 0.02% | 110 | +4 | 0.14% | Q1 2026 | Apr 30, 2026 |
| LAWOOD & CO | History | No change | 2,844 | 241 | 0.22% | 0.22% | 111 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 2,789 | 236 | 0.0% | — | 112 | +2,789 | New | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,745 | 232 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 2,706 | 229 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 2,710 | 229 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,635 | 223 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Odyssey Capital Advisors, Inc. | History | No change | 2,641 | 223 | 0.2% | 0.19% | 117 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Portland Financial Advisors Inc | History | No change | 2,600 | 220 | 0.46% | 0.46% | 118 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 2,527 | 214 | 0.06% | 0.06% | 119 | -101 | -3.84% | Q1 2026 | Apr 27, 2026 |
| 5T Wealth, LLC | History | No change | 2,523 | 213 | 0.08% | 0.08% | 120 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| &PARTNERS | History | New | 2,477 | 210 | 0.0% | — | 121 | +2,477 | New | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 2,411 | 204 | 0.0% | — | 122 | +2,411 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,245 | 190 | 0.0% | 0.0% | 123 | +228 | 11.3% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,168 | 178 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,119 | 176 | 0.01% | 0.01% | 125 | +93 | 4.59% | Q1 2026 | May 15, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 2,035 | 172 | 0.27% | — | 126 | +2,035 | New | Q1 2026 | May 04, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 1,751 | 148 | 0.05% | — | 127 | +1,751 | New | Q1 2026 | Apr 23, 2026 |
| Basepoint Wealth LLC | History | Added to | 1,659 | 140 | 0.08% | 0.08% | 128 | +1 | 0.06% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,584 | 134 | 0.0% | 0.0% | 129 | +886 | 126.93% | Q1 2026 | Apr 07, 2026 |
| Western Wealth Management, LLC | History | New | 1,553 | 131 | 0.0% | — | 130 | +1,553 | New | Q1 2026 | May 19, 2026 |
| BlackRock, Inc. | History | No change | 1,500 | 127 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 1,225 | 103 | 0.0% | 0.01% | 132 | -2,655 | -68.43% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,179 | 99 | 0.0% | — | 133 | +1,179 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 825 | 69 | 0.0% | 0.0% | 134 | -1,266 | -60.55% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 825 | 69 | 0.0% | — | 135 | +825 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 804 | 68 | 0.0% | — | 136 | +804 | New | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 750 | 63 | 0.01% | 0.01% | 137 | -104 | -12.18% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Added to | 722 | 61 | 0.0% | 0.0% | 138 | +11 | 1.55% | Q1 2026 | May 06, 2026 |
| Operose Advisors LLC | History | No change | 642 | 54 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | New | 621 | 53 | 0.0% | — | 140 | +621 | New | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 575 | 48 | 0.0% | 0.0% | 141 | +1 | 0.17% | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 540 | 45 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 512 | 43 | 0.0% | 0.0% | 143 | +2 | 0.39% | Q1 2026 | May 13, 2026 |
| GGM Financial LLC | History | Added to | 506 | 42 | 0.02% | 0.02% | 145 | +2 | 0.4% | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | No change | 500 | 42 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 462 | 39 | 0.0% | — | 146 | +462 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | No change | 351 | 29 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunrise Financial Services, LLC | History | No change | 330 | 27 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | Added to | 312 | 26 | 0.03% | 0.01% | 149 | +148 | 90.24% | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 306 | 25 | 0.0% | — | 152 | +306 | New | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | No change | 300 | 25 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MCF Advisors LLC | History | No change | 300 | 25 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | No change | 268 | 22 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 262 | 22 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Crews Bank & Trust | History | Reduced | 205 | 17 | 0.0% | 0.0% | 156 | -100 | -32.79% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Added to | 205 | 17 | 0.0% | 0.0% | 155 | +1 | 0.49% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Reduced | 179 | 15 | 0.0% | 0.0% | 157 | -287 | -61.59% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 153 | 13 | 0.0% | 0.0% | 160 | -8 | -4.97% | Q1 2026 | May 11, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 156 | 13 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 155 | 13 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 126 | 10 | 0.01% | 0.03% | 161 | -288 | -69.57% | Q1 2026 | May 11, 2026 |
| Gleason Group, Inc. | History | Reduced | 92 | 7 | 0.0% | 0.0% | 163 | -177 | -65.8% | Q1 2026 | May 04, 2026 |
| Archer Investment Corp | History | No change | 93 | 7 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| one8zero8, LLC | History | Added to | 81 | 6 | 0.0% | 0.0% | 164 | +50 | 161.29% | Q1 2026 | May 07, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 75 | 6 | 0.0% | 0.0% | 165 | +2 | 2.74% | Q1 2026 | Apr 08, 2026 |
| Ancora Advisors LLC | History | No change | 66 | 5 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 57 | 4 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | No change | 54 | 4 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 35 | 2 | 0.0% | 0.0% | 170 | -80 | -69.57% | Q1 2026 | May 13, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 35 | 2 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -20,351 | -100.0% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -12,368 | -100.0% | Q1 2026 | May 14, 2026 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -5,504 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,995 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,928 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -432 | -100.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -62 | -98.41% | Q1 2026 | May 15, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 14, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 01, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 12, 2026 |
| Red Tortoise LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 21, 2026 |