iSHARES TRUST - IMTM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 24,007,785 | 1,152,853 | 1.71% | 1.67% | 1 | +1,151,963 | 5.04% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,979,760 | 581,623 | 1.18% | 1.33% | 2 | -7,885,805 | -39.7% | Q1 2026 | Apr 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,722,729 | 82,725 | 1.44% | 1.39% | 3 | +129,644 | 8.14% | Q1 2026 | Apr 20, 2026 |
| MORGAN STANLEY | History | Added to | 1,451,324 | 69,692 | 0.0% | 0.0% | 4 | +161,914 | 12.56% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,102,223 | 52,928 | 0.03% | 0.03% | 5 | +81,668 | 8.0% | Q1 2026 | May 07, 2026 |
| Symmetry Partners, LLC | History | Added to | 918,233 | 44,093 | 2.52% | 2.51% | 6 | +34,275 | 3.88% | Q1 2026 | Apr 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 749,672 | 35,999 | 0.01% | 0.01% | 7 | -16,107 | -2.1% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 732,214 | 35,160 | 0.0% | 0.0% | 8 | +23,744 | 3.35% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 696,709 | 33,455 | 0.0% | 0.0% | 9 | +66,491 | 10.55% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 672,170 | 31,988 | 0.01% | 0.01% | 10 | -261,482 | -28.01% | Q1 2026 | May 15, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 633,116 | 30,402 | 1.34% | 1.38% | 11 | -8,034 | -1.25% | Q1 2026 | Apr 09, 2026 |
| Mariner, LLC | History | Added to | 619,464 | 29,746 | 0.03% | 0.03% | 12 | +82,317 | 15.32% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 605,915 | 29,096 | 0.01% | 0.01% | 13 | +67,526 | 12.54% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 602,524 | 28,933 | 0.0% | 0.0% | 14 | +53,435 | 9.73% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 478,848 | 22,994 | 0.06% | 0.05% | 15 | +22,111 | 4.84% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 476,824 | 22,897 | 0.42% | 0.43% | 16 | +12,292 | 2.65% | Q1 2026 | May 11, 2026 |
| Armbruster Capital Management, Inc. | History | Reduced | 452,927 | 21,749 | 3.56% | 3.66% | 17 | -1,210 | -0.27% | Q1 2026 | Apr 21, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 433,478 | 20,815 | 1.28% | 1.38% | 18 | +7,720 | 1.81% | Q1 2026 | Apr 28, 2026 |
| LPL Financial LLC | History | Added to | 403,296 | 19,366 | 0.01% | 0.0% | 19 | +66,166 | 19.63% | Q1 2026 | May 06, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 453,302 | 17,745 | 7.01% | 7.45% | 20 | -1,430 | -0.31% | Q1 2026 | Apr 08, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 333,088 | 15,994 | 2.91% | 2.8% | 21 | -17,232 | -4.92% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 331,656 | 15,927 | 0.0% | 0.0% | 22 | +228,914 | 222.8% | Q1 2026 | May 15, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 315,194 | 15,135 | 1.74% | 1.57% | 23 | +18,563 | 6.26% | Q1 2026 | Apr 24, 2026 |
| BlackRock, Inc. | History | Reduced | 305,490 | 14,669 | 0.0% | 0.0% | 24 | -14,738 | -4.6% | Q1 2026 | May 13, 2026 |
| Straight Path Wealth Management | History | Added to | 294,940 | 14,163 | 3.78% | 3.66% | 25 | +12,212 | 4.32% | Q1 2026 | Apr 22, 2026 |
| Venture Visionary Partners LLC | History | Added to | 291,155 | 13,981 | 0.47% | 0.03% | 26 | +271,820 | 1405.84% | Q1 2026 | May 14, 2026 |
| Family Capital Trust Co | History | Added to | 269,982 | 12,964 | 4.7% | 4.13% | 27 | +6,477 | 2.46% | Q1 2026 | Apr 29, 2026 |
| Focus Financial Network, Inc. | History | Added to | 259,419 | 12,457 | 0.45% | 0.42% | 28 | +10,204 | 4.09% | Q1 2026 | Apr 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 256,678 | 12,325 | 1.41% | 1.35% | 29 | +4,402 | 1.74% | Q1 2026 | May 11, 2026 |
| Apella Capital, LLC | History | Reduced | 221,970 | 11,722 | 0.17% | 0.22% | 30 | -13,446 | -5.71% | Q1 2026 | Apr 20, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 243,552 | 11,695 | 0.0% | 0.0% | 31 | +214,591 | 740.97% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 234,928 | 11,281 | 0.14% | 0.13% | 32 | +21,588 | 10.12% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 229,425 | 11,016 | 0.0% | 0.0% | 33 | -75,223 | -24.69% | Q1 2026 | May 12, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 228,717 | 10,982 | 0.62% | 0.64% | 34 | -7,325 | -3.1% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 220,820 | 10,603 | 0.03% | 0.03% | 35 | -64,483 | -22.6% | Q1 2026 | May 04, 2026 |
| Vise Technologies, Inc. | History | No change | 220,175 | 10,561 | 0.21% | 0.21% | 36 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 213,676 | 10,262 | 0.02% | 0.01% | 37 | +8,723 | 4.26% | Q1 2026 | May 15, 2026 |
| Segment Wealth Management, LLC | History | Added to | 209,619 | 10,065 | 0.59% | 0.58% | 38 | +2,812 | 1.36% | Q1 2026 | Apr 20, 2026 |
| Solano Wealth Investment Advisors LLC | History | Added to | 209,184 | 10,045 | 5.01% | 4.79% | 39 | +7,883 | 3.92% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Added to | 207,170 | 9,948 | 1.19% | 1.06% | 40 | +26,447 | 14.63% | Q1 2026 | Apr 10, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 201,093 | 9,656 | 0.05% | 0.05% | 41 | -3,707 | -1.81% | Q1 2026 | Apr 30, 2026 |
| Alexis Investment Partners, LLC | History | Added to | 195,036 | 9,022 | 6.21% | 2.95% | 42 | +30,567 | 18.59% | Q1 2026 | Apr 24, 2026 |
| Archvest Wealth Advisors, Inc. | History | Added to | 184,989 | 8,883 | 5.73% | 5.46% | 43 | +6,660 | 3.73% | Q1 2026 | May 13, 2026 |
| CGC Financial Services, LLC | History | Reduced | 175,994 | 8,451 | 2.44% | 2.65% | 44 | -30,448 | -14.75% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 161,722 | 7,765 | 0.01% | 0.01% | 45 | -8,180 | -4.81% | Q1 2026 | May 13, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Added to | 146,705 | 7,044 | 0.85% | 0.8% | 46 | +14,481 | 10.95% | Q1 2026 | Apr 08, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 143,711 | 6,901 | 0.31% | 0.31% | 47 | -4,039 | -2.73% | Q1 2026 | Apr 21, 2026 |
| Financial Freedom, LLC | History | Reduced | 130,424 | 6,262 | 3.12% | 3.14% | 48 | -1,587 | -1.2% | Q1 2026 | Apr 30, 2026 |
| Opes Wealth Management LLC | History | Reduced | 127,493 | 6,122 | 1.01% | 1.0% | 49 | -154 | -0.12% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 126,351 | 5,845 | 0.0% | 0.0% | 50 | +46,574 | 58.38% | Q1 2026 | May 13, 2026 |
| Occidental Asset Management, LLC | History | Added to | 121,278 | 5,823 | 0.69% | 0.54% | 51 | +27,145 | 28.84% | Q1 2026 | Apr 15, 2026 |
| Veridan Wealth LLC | History | Added to | 113,956 | 5,472 | 2.02% | 1.79% | 52 | +3,044 | 2.74% | Q1 2026 | May 15, 2026 |
| Tacita Capital Inc | History | Added to | 109,564 | 5,261 | 3.11% | 3.03% | 53 | +483 | 0.44% | Q1 2026 | May 07, 2026 |
| Impact Capital Partners LLC | History | Added to | 104,318 | 5,009 | 1.52% | 1.27% | 54 | +14,908 | 16.67% | Q1 2026 | Apr 10, 2026 |
| Atria Investments, Inc | History | Reduced | 102,272 | 4,911 | 0.05% | 0.06% | 55 | -8,956 | -8.05% | Q1 2026 | May 05, 2026 |
| Unison Advisors LLC | History | Added to | 89,871 | 4,315 | 0.33% | 0.37% | 56 | +2,503 | 2.86% | Q1 2026 | Apr 28, 2026 |
| New Millennium Group LLC | History | No change | 88,384 | 4,239 | 1.84% | 1.84% | 57 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 87,487 | 4,201 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meredith Wealth Planning | History | Reduced | 86,479 | 4,152 | 1.12% | 3.4% | 59 | -151,838 | -63.71% | Q1 2026 | Apr 27, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 85,713 | 4,115 | 0.28% | 0.27% | 60 | +1,486 | 1.76% | Q1 2026 | May 15, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 85,509 | 4,101 | 0.27% | 0.27% | 61 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 83,057 | 3,988 | 0.59% | 0.43% | 62 | +34,388 | 70.66% | Q1 2026 | Apr 27, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 80,222 | 3,852 | 0.25% | 0.25% | 63 | -137 | -0.17% | Q1 2026 | Apr 17, 2026 |
| RHS Financial, LLC | History | Added to | 78,612 | 3,774 | 1.79% | 1.73% | 64 | +4,700 | 6.36% | Q1 2026 | Apr 28, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 73,150 | 3,512 | 0.07% | 0.07% | 65 | +3,150 | 4.5% | Q1 2026 | Apr 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 72,459 | 3,479 | 0.25% | 0.18% | 66 | +18,942 | 35.39% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 70,753 | 3,397 | 0.0% | 0.0% | 67 | +41,010 | 137.88% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 67,531 | 3,242 | 0.2% | 0.14% | 68 | +5,780 | 9.36% | Q1 2026 | Apr 28, 2026 |
| Betterment LLC | History | Reduced | 64,831 | 3,113 | 0.01% | 0.01% | 69 | -133 | -0.2% | Q1 2026 | May 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 61,246 | 2,988 | 0.09% | 0.09% | 70 | -19,175 | -23.84% | Q1 2026 | Apr 08, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 60,981 | 2,928 | 0.08% | 0.1% | 71 | -2,884 | -4.52% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 58,621 | 2,814 | 0.0% | 0.0% | 72 | +52,560 | 867.18% | Q1 2026 | May 14, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 56,543 | 2,715 | 0.43% | 0.12% | 73 | +40,155 | 245.03% | Q1 2026 | May 05, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | New | 56,271 | 2,702 | 1.72% | — | 74 | +56,271 | New | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 55,284 | 2,654 | 0.0% | 0.0% | 75 | +46,094 | 501.57% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 55,266 | 2,653 | 0.06% | 0.04% | 76 | +15,547 | 39.14% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 54,968 | 2,639 | 0.0% | 0.01% | 77 | -77,901 | -58.63% | Q1 2026 | Apr 27, 2026 |
| Vantage Financial Partners, LLC | History | No change | 53,895 | 2,585 | 0.52% | 0.52% | 78 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Columbus Macro, LLC | History | Reduced | 52,011 | 2,497 | 0.27% | 0.36% | 79 | -16,705 | -24.31% | Q1 2026 | Apr 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 50,297 | 2,415 | 0.0% | 0.0% | 80 | +18,070 | 56.07% | Q1 2026 | May 14, 2026 |
| MorganRosel Wealth Management, LLC | History | Reduced | 49,509 | 2,377 | 0.94% | 0.73% | 81 | -11,271 | -18.54% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 49,487 | 2,373 | 0.02% | 0.01% | 82 | +5,806 | 13.29% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 49,223 | 2,363 | 0.02% | 0.03% | 83 | +563 | 1.16% | Q1 2026 | May 13, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 49,224 | 2,363 | 0.95% | 0.95% | 84 | +563 | 1.16% | Q1 2026 | Apr 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 47,114 | 2,262 | 0.0% | 0.0% | 85 | -1,378 | -2.84% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 42,535 | 2,242 | 0.0% | 0.0% | 86 | +600 | 1.43% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 41,601 | 1,998 | 0.01% | 0.0% | 87 | +31,851 | 326.68% | Q1 2026 | Apr 30, 2026 |
| Brickley Wealth Management | History | Added to | 40,613 | 1,950 | 0.33% | 0.33% | 88 | +1 | 0.0% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 39,409 | 1,892 | 0.0% | 0.0% | 89 | +3,552 | 9.91% | Q1 2026 | May 12, 2026 |
| Professional Financial Advisors, LLC | History | Added to | 38,993 | 1,872 | 0.38% | 0.29% | 90 | +9,457 | 32.02% | Q1 2026 | Apr 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 38,346 | 1,841 | 0.1% | 0.11% | 91 | +103 | 0.27% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 36,579 | 1,756 | 0.01% | 0.0% | 92 | +3,005 | 8.95% | Q1 2026 | May 14, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Reduced | 35,561 | 1,707 | 0.24% | 2.01% | 93 | -253,309 | -87.69% | Q1 2026 | Apr 16, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 35,430 | 1,701 | 0.37% | 0.06% | 94 | +29,933 | 544.53% | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 34,096 | 1,637 | 0.04% | 0.05% | 95 | -6,935 | -16.9% | Q1 2026 | May 11, 2026 |
| Valued Retirements, Inc. | History | Added to | 34,091 | 1,637 | 1.6% | 1.6% | 96 | +29 | 0.09% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,881 | 1,578 | 0.01% | 0.01% | 97 | -2,568 | -7.24% | Q1 2026 | Apr 24, 2026 |
| Southland Equity Partners LLC | History | Reduced | 32,799 | 1,574 | 0.31% | 0.32% | 98 | -1,026 | -3.03% | Q1 2026 | Apr 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 32,296 | 1,550 | 0.32% | 0.19% | 99 | +14,076 | 77.26% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 31,912 | 1,532 | 0.0% | 0.0% | 100 | -4,193 | -11.61% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 31,182 | 1,497 | 0.03% | 0.04% | 101 | -7,811 | -20.03% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 29,562 | 1,419 | 0.49% | 0.41% | 102 | +5,725 | 24.02% | Q1 2026 | Apr 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 28,868 | 1,386 | 0.03% | — | 103 | +28,868 | New | Q1 2026 | Apr 27, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 24,495 | 1,176 | 0.38% | 0.37% | 104 | +1,732 | 7.61% | Q1 2026 | Apr 24, 2026 |
| G&S Capital LLC | History | New | 22,901 | 1,099 | 0.39% | — | 105 | +22,901 | New | Q1 2026 | Apr 07, 2026 |
| McCartney Wealth Management LLC | History | Added to | 21,982 | 1,055 | 0.89% | 0.91% | 106 | +9 | 0.04% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | No change | 21,670 | 1,040 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 21,581 | 1,036 | 0.0% | 0.0% | 108 | -817 | -3.65% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,352 | 1,025 | 0.0% | 0.0% | 109 | +6,808 | 46.81% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | No change | 20,985 | 1,007 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 20,301 | 974 | 0.06% | 0.07% | 111 | -1,710 | -7.77% | Q1 2026 | Apr 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 19,984 | 959 | 0.15% | 0.15% | 112 | -350 | -1.72% | Q1 2026 | Apr 17, 2026 |
| EFG International AG | History | Added to | 18,945 | 909 | 0.02% | 0.01% | 113 | +12,750 | 205.81% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 18,500 | 888 | 0.0% | 0.0% | 114 | +1,652 | 9.81% | Q1 2026 | May 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 17,911 | 860 | 0.39% | 0.38% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 17,600 | 845 | 0.06% | 0.02% | 116 | +11,164 | 173.46% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 17,022 | 817 | 0.0% | 0.0% | 117 | +1,216 | 7.69% | Q1 2026 | May 12, 2026 |
| COWA, LLC | History | Added to | 16,827 | 808 | 0.22% | 0.19% | 118 | +3,914 | 30.31% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 16,341 | 784 | 0.0% | 0.0% | 119 | +85 | 0.52% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 15,908 | 763 | 0.05% | 0.05% | 120 | -1,289 | -7.5% | Q1 2026 | Apr 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 15,727 | 755 | 0.01% | 0.01% | 121 | -2,180 | -12.17% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Reduced | 15,509 | 744 | 0.0% | 0.0% | 122 | -7,664 | -33.07% | Q1 2026 | May 15, 2026 |
| GREAT OAK CAPITAL PARTNERS, LLC | History | Reduced | 14,432 | 742 | 0.17% | 0.18% | 123 | -594 | -3.95% | Q1 2026 | Apr 10, 2026 |
| Coordinated Financial Services, Inc. | History | No change | 14,990 | 719 | 0.41% | 0.41% | 124 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 14,395 | 691 | 0.01% | 0.01% | 125 | +36 | 0.25% | Q1 2026 | Apr 27, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 14,378 | 690 | 0.18% | 0.18% | 126 | +679 | 4.96% | Q1 2026 | May 06, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 13,782 | 661 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Kiker Wealth Management, LLC | History | New | 13,443 | 645 | 0.31% | — | 128 | +13,443 | New | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 13,179 | 632 | 0.0% | 0.0% | 129 | +801 | 6.47% | Q1 2026 | May 13, 2026 |
| Advisory Alpha, LLC | History | No change | 13,003 | 624 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 12,479 | 599 | 0.0% | 0.0% | 131 | -12,893 | -50.82% | Q1 2026 | May 15, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 12,187 | 585 | 0.12% | 0.12% | 132 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TBH Global Asset Management, LLC | History | New | 12,063 | 578 | 0.12% | — | 133 | +12,063 | New | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 11,875 | 570 | 0.01% | 0.01% | 134 | +985 | 9.04% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,842 | 568 | 0.0% | 0.0% | 135 | +2,932 | 32.91% | Q1 2026 | May 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 11,548 | 554 | 0.01% | 0.02% | 136 | -5,099 | -30.63% | Q1 2026 | Apr 27, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 11,452 | 549 | 0.03% | 0.04% | 137 | -1,186 | -9.38% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | New | 10,811 | 519 | 0.01% | — | 138 | +10,811 | New | Q1 2026 | May 18, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 10,800 | 518 | 0.0% | — | 139 | +10,800 | New | Q1 2026 | May 15, 2026 |
| Virtus Family Office LLC | History | No change | 10,041 | 482 | 0.41% | 0.41% | 140 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Seed Wealth Management, Inc. | History | No change | 9,900 | 475 | 0.33% | 0.33% | 141 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 8,796 | 457 | 0.13% | 0.12% | 142 | +744 | 9.24% | Q1 2026 | Apr 16, 2026 |
| LexAurum Advisors, LLC | History | New | 9,056 | 434 | 0.06% | — | 143 | +9,056 | New | Q1 2026 | Apr 13, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 8,802 | 422 | 0.22% | 0.14% | 144 | +4,344 | 97.44% | Q1 2026 | Apr 30, 2026 |
| Caprock Group, LLC | History | Reduced | 8,567 | 411 | 0.01% | 0.01% | 145 | -90 | -1.04% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 8,544 | 410 | 0.01% | 0.01% | 146 | +1,072 | 14.35% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 8,513 | 408 | 0.0% | 0.0% | 147 | +19 | 0.22% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | Added to | 8,198 | 393 | 0.03% | 0.0% | 148 | +7,771 | 1819.91% | Q1 2026 | Apr 14, 2026 |
| Aprio Wealth Management, LLC | History | New | 8,046 | 386 | 0.02% | — | 149 | +8,046 | New | Q1 2026 | May 11, 2026 |
| Heirloom Wealth Management | History | New | 8,021 | 385 | 0.07% | — | 150 | +8,021 | New | Q1 2026 | Apr 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 8,000 | 384 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 7,965 | 382 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,864 | 377 | 0.0% | — | 153 | +7,864 | New | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | No change | 7,643 | 367 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Added to | 7,458 | 358 | 0.37% | 0.26% | 155 | +2,224 | 42.49% | Q1 2026 | Apr 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 7,411 | 356 | 0.01% | 0.07% | 156 | -37,117 | -83.36% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 7,033 | 337 | 0.0% | 0.0% | 157 | -288 | -3.93% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 7,013 | 336 | 0.01% | 0.01% | 158 | -1,188 | -14.49% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | New | 6,805 | 326 | 0.0% | — | 159 | +6,805 | New | Q1 2026 | May 12, 2026 |
| Wingate Wealth Advisors, Inc. | History | No change | 6,516 | 312 | 0.17% | 0.17% | 160 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,352 | 305 | 0.0% | 0.0% | 161 | -1,701 | -21.12% | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 6,325 | 303 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 6,270 | 302 | 0.08% | 0.09% | 163 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GUERRA PAN ADVISORS, LLC | History | No change | 6,287 | 301 | 0.19% | 0.18% | 164 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 6,255 | 300 | 0.12% | 0.12% | 165 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ADE, LLC | History | No change | 6,099 | 292 | 0.14% | 0.14% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 5,904 | 283 | 0.02% | — | 167 | +5,904 | New | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Reduced | 5,836 | 280 | 0.01% | 0.01% | 168 | -546 | -8.56% | Q1 2026 | May 14, 2026 |
| Weaver Consulting Group | History | No change | 5,803 | 278 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | No change | 5,765 | 276 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TKG Advisors, LLC | History | New | 5,713 | 274 | 0.11% | — | 171 | +5,713 | New | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,502 | 271 | 0.0% | 0.0% | 172 | +2,800 | 103.63% | Q1 2026 | Apr 07, 2026 |
| Brooklyn Investment Group | History | New | 5,358 | 257 | 0.01% | — | 173 | +5,358 | New | Q1 2026 | Apr 29, 2026 |
| Delos Wealth Advisors, LLC | History | New | 5,333 | 256 | 0.15% | — | 174 | +5,333 | New | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 5,308 | 254 | 0.0% | 0.0% | 175 | -676 | -11.3% | Q1 2026 | May 13, 2026 |
| Soltis Investment Advisors LLC | History | No change | 5,094 | 244 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| O'Brien Wealth Partners LLC | History | No change | 4,834 | 231 | 0.03% | 0.03% | 177 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Summit Financial, LLC | History | No change | 4,597 | 220 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | No change | 4,437 | 213 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Added to | 4,118 | 211 | 0.04% | 0.05% | 180 | +26 | 0.64% | Q1 2026 | Apr 28, 2026 |
| Kuhn & Co Investment Counsel | History | New | 4,326 | 207 | 0.13% | — | 181 | +4,326 | New | Q1 2026 | May 12, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Reduced | 4,274 | 205 | 0.07% | 0.07% | 182 | -100 | -2.29% | Q1 2026 | Apr 23, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 4,255 | 204 | 0.01% | 0.01% | 183 | -16 | -0.37% | Q1 2026 | Apr 23, 2026 |
| Hyundai Investments Co., Ltd. | History | Reduced | 4,342 | 200 | 0.23% | 0.45% | 184 | -5,167 | -54.34% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 3,074 | 149 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,903 | 134 | 0.0% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 2,627 | 126 | 0.0% | 0.0% | 187 | -43 | -1.61% | Q1 2026 | May 13, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 2,629 | 126 | 0.13% | 0.13% | 188 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,516 | 120 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,482 | 119 | 0.0% | 0.01% | 190 | -4,606 | -64.98% | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | No change | 2,263 | 108 | 0.09% | 0.07% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 2,116 | 101 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 2,100 | 100 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 2,040 | 97 | 0.0% | — | 194 | +2,040 | New | Q1 2026 | May 13, 2026 |
| MOTCO | History | No change | 1,923 | 92 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| High Note Wealth, LLC | History | No change | 1,800 | 86 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,750 | 84 | 0.0% | 0.0% | 197 | +110 | 6.71% | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Reduced | 1,511 | 73 | 0.0% | 0.0% | 198 | -87 | -5.44% | Q1 2026 | Apr 06, 2026 |
| American Capital Advisory, LLC | History | Reduced | 1,475 | 70 | 0.03% | 0.04% | 199 | -410 | -21.75% | Q1 2026 | Apr 29, 2026 |
| SouthState Bank Corp | History | Reduced | 1,299 | 62 | 0.0% | 0.0% | 200 | -36 | -2.7% | Q1 2026 | May 05, 2026 |
| Sankala Group LLC | History | Reduced | 1,309 | 61 | 0.05% | 0.06% | 201 | -239 | -15.44% | Q1 2026 | Mar 31, 2026 |
| TORONTO DOMINION BANK | History | New | 1,231 | 59 | 0.0% | — | 202 | +1,231 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | No change | 997 | 47 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 973 | 46 | 0.0% | 0.0% | 204 | -158 | -13.97% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 936 | 44 | 0.0% | 0.0% | 205 | -2,740 | -74.54% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 914 | 43 | 0.0% | 0.0% | 206 | +14 | 1.56% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 854 | 41 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 671 | 32 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 650 | 31 | 0.0% | — | 209 | +650 | New | Q1 2026 | Apr 27, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 636 | 30 | 0.05% | — | 210 | +636 | New | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | New | 577 | 27 | 0.0% | — | 212 | +577 | New | Q1 2026 | May 19, 2026 |
| Blue Trust, Inc. | History | No change | 565 | 27 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | No change | 501 | 24 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | No change | 508 | 24 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MGB Wealth Management, LLC | History | No change | 518 | 24 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 496 | 23 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 465 | 22 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 405 | 19 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 335 | 16 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD ADVISERS INC | History | New | 324 | 15 | 0.0% | — | 220 | +324 | New | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 299 | 14 | 0.0% | 0.0% | 221 | -528 | -63.85% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | No change | 242 | 12 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 202 | 9 | 0.0% | 0.0% | 223 | -496 | -71.06% | Q1 2026 | May 15, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 188 | 9 | 0.0% | — | 225 | +188 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 199 | 9 | 0.0% | 0.0% | 224 | -98 | -33.0% | Q1 2026 | May 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 183 | 8 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CVA Family Office, LLC | History | New | 166 | 7 | 0.0% | — | 227 | +166 | New | Q1 2026 | Apr 29, 2026 |
| MATHER GROUP, LLC. | History | New | 128 | 6 | 0.0% | — | 229 | +128 | New | Q1 2026 | Apr 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 138 | 6 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 124 | 5 | 0.0% | — | 231 | +124 | New | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 105 | 5 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Glassman Wealth Services | History | No change | 92 | 4 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pacific Center for Financial Services | History | New | 63 | 3 | 0.0% | — | 234 | +63 | New | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 29 | 1 | 0.0% | 0.0% | 235 | -312 | -91.5% | Q1 2026 | May 14, 2026 |
| Ocean Park Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -358,247 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Empire Life Investments Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -70,900 | -100.0% | Q1 2026 | May 11, 2026 |
| Financial Enhancement Group LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -52,710 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -45,076 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,550 | -100.0% | Q1 2026 | May 14, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -18,900 | -100.0% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,800 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,933 | -100.0% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,941 | -100.0% | Q1 2026 | Apr 23, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,312 | -100.0% | Q1 2026 | May 04, 2026 |
| SCRATCH CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,247 | -100.0% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,181 | -100.0% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,134 | -100.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -932 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -833 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cherry Tree Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | May 05, 2026 |
| Balentine LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |