iSHARES TRUST - INTF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 20,220,438 | 787,788 | 0.49% | 0.46% | 1 | +1,153,967 | 6.05% | Q1 2026 | May 07, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 8,700,431 | 338,968 | 16.13% | 16.25% | 2 | +10,315 | 0.12% | Q1 2026 | May 08, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 6,283,167 | 244,792 | 2.07% | 1.94% | 3 | -90,603 | -1.42% | Q1 2026 | May 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 3,339,669 | 130,113 | 6.28% | 5.97% | 4 | +8,796 | 0.26% | Q1 2026 | Apr 17, 2026 |
| Invesco Ltd. | History | No change | 3,160,000 | 123,113 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tolleson Wealth Management, Inc. | History | Reduced | 3,084,439 | 120,169 | 17.54% | 16.98% | 6 | -30,327 | -0.97% | Q1 2026 | Jul 28, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,477,792 | 96,360 | 0.02% | 0.01% | 7 | +1,040,346 | 72.37% | Q1 2026 | Jul 17, 2026 |
| Compound Planning, Inc. | History | Reduced | 1,936,262 | 75,436 | 2.31% | 2.22% | 8 | -69,409 | -3.46% | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 1,894,582 | 73,812 | 5.96% | 5.79% | 9 | +53,350 | 2.9% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,414,072 | 55,092 | 0.02% | 0.01% | 10 | +251,777 | 21.66% | Q1 2026 | May 14, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 863,114 | 33,626 | 0.58% | 1.15% | 11 | -385,420 | -30.87% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 861,813 | 33,576 | 0.01% | 0.01% | 12 | -151,934 | -14.99% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 840,185 | 32,733 | 0.05% | 0.04% | 13 | -20,780 | -2.41% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 814,535 | 30,813 | 0.0% | 0.0% | 14 | +61,835 | 8.22% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 785,515 | 30,603 | 0.01% | 0.0% | 15 | +100,281 | 14.63% | Q1 2026 | Jul 08, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 673,114 | 26,675 | 0.46% | 0.52% | 16 | -84,393 | -11.14% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 633,253 | 24,671 | 0.2% | 0.02% | 17 | +597,067 | 1649.99% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 626,355 | 24,402 | 0.0% | 0.0% | 18 | -90,557 | -12.63% | Q1 2026 | May 15, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 587,169 | 22,876 | 0.15% | 0.18% | 19 | -115,371 | -16.42% | Q1 2026 | May 07, 2026 |
| Winthrop Advisory Group LLC | History | New | 558,670 | 21,765 | 1.78% | — | 20 | +558,670 | New | Q1 2026 | Apr 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 557,724 | 21,728 | 0.52% | 0.52% | 21 | -62,854 | -10.13% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 513,322 | 19,999 | 0.11% | 0.17% | 22 | -279,533 | -35.26% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 502,683 | 19,584 | 0.05% | 0.07% | 23 | -181,562 | -26.53% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 477,413 | 17,993 | 0.01% | 0.01% | 24 | +230,349 | 93.23% | Q1 2026 | May 15, 2026 |
| Weil Company, Inc. | History | Added to | 458,477 | 17,862 | 4.01% | 3.93% | 25 | +6,270 | 1.39% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | Reduced | 383,445 | 14,939 | 0.0% | 0.0% | 26 | -4,823 | -1.24% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 366,400 | 14,520 | 0.14% | 0.12% | 27 | +67,503 | 22.58% | Q1 2026 | Apr 07, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 370,528 | 14,436 | 0.74% | 0.78% | 28 | -17,264 | -4.45% | Q1 2026 | Apr 21, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 363,258 | 14,152 | 0.63% | 0.57% | 29 | +29,474 | 8.83% | Q1 2026 | Apr 09, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 357,924 | 13,944 | 2.52% | 2.25% | 30 | +43,253 | 13.75% | Q1 2026 | Apr 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 344,103 | 13,406 | 0.0% | 0.0% | 31 | -2,459 | -0.71% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 342,607 | 13,347 | 0.0% | 0.0% | 32 | +25,561 | 8.06% | Q1 2026 | May 06, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 342,155 | 13,330 | 1.99% | 1.9% | 33 | -1,208 | -0.35% | Q1 2026 | Apr 09, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 337,194 | 13,137 | 0.97% | 0.97% | 34 | -7,526 | -2.18% | Q1 2026 | Apr 16, 2026 |
| DDFG, Inc | History | Added to | 322,928 | 12,581 | 2.71% | 2.35% | 35 | +38,693 | 13.61% | Q1 2026 | Apr 22, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 311,327 | 12,129 | 0.0% | 0.0% | 36 | +295,820 | 1907.65% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 301,640 | 11,751 | 0.01% | 0.01% | 37 | +7,633 | 2.6% | Q1 2026 | May 05, 2026 |
| Obsido Oy | History | Added to | 300,772 | 11,718 | 7.09% | 6.88% | 38 | +4,005 | 1.35% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | Reduced | 270,110 | 10,523 | 1.09% | 0.97% | 39 | -9,597 | -3.43% | Q1 2026 | May 11, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 266,791 | 10,394 | 2.59% | 2.53% | 40 | -4,201 | -1.55% | Q1 2026 | May 05, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 236,533 | 9,215 | 0.07% | 0.07% | 41 | -3,924 | -1.63% | Q1 2026 | Apr 14, 2026 |
| Brio Consultants, LLC | History | Reduced | 223,526 | 9,135 | 1.12% | 1.17% | 42 | -14,469 | -6.08% | Q1 2026 | May 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 201,651 | 7,856 | 0.57% | 0.56% | 43 | -30,236 | -13.04% | Q1 2026 | Apr 16, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 194,093 | 7,561 | 5.4% | 5.04% | 44 | +22,728 | 13.26% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 174,288 | 6,790 | 0.01% | 0.01% | 45 | +39,137 | 28.96% | Q1 2026 | Apr 27, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 154,370 | 6,014 | 0.11% | 0.13% | 46 | -34,450 | -18.24% | Q1 2026 | May 07, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 151,772 | 5,913 | 1.67% | 1.21% | 47 | +41,199 | 37.26% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | New | 148,446 | 5,783 | 0.0% | — | 48 | +148,446 | New | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 144,921 | 5,646 | 0.01% | 0.01% | 49 | +14,792 | 11.37% | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | Added to | 144,476 | 5,628 | 0.36% | 0.35% | 50 | +305 | 0.21% | Q1 2026 | May 13, 2026 |
| New Insight Wealth Advisors | History | Added to | 137,763 | 5,367 | 1.92% | 1.02% | 51 | +62,091 | 82.05% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 136,329 | 5,311 | 0.01% | 0.01% | 52 | +67,712 | 98.68% | Q1 2026 | Apr 22, 2026 |
| Citizens National Bank Trust Department | History | Added to | 135,154 | 5,265 | 0.88% | 0.86% | 53 | +3,738 | 2.84% | Q1 2026 | May 04, 2026 |
| RHS Financial, LLC | History | Added to | 133,000 | 5,181 | 2.45% | 2.23% | 54 | +11,754 | 9.69% | Q1 2026 | Apr 28, 2026 |
| Vise Technologies, Inc. | History | No change | 130,105 | 4,911 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Equitable Holdings, Inc. | History | Added to | 129,728 | 4,898 | 0.03% | 0.03% | 56 | +3,340 | 2.64% | Q1 2026 | May 15, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 118,892 | 4,632 | 0.14% | 0.13% | 57 | +778 | 0.66% | Q1 2026 | Apr 14, 2026 |
| Horizon Family Wealth, Inc. | History | Reduced | 111,307 | 4,336 | 2.29% | 2.29% | 58 | -2,449 | -2.15% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Reduced | 111,246 | 4,334 | 0.0% | 0.0% | 59 | -1,338 | -1.19% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 109,832 | 4,279 | 0.23% | 0.25% | 60 | -2,811 | -2.5% | Q1 2026 | Apr 16, 2026 |
| Mariner, LLC | History | Added to | 104,564 | 4,073 | 0.0% | 0.0% | 61 | +23,331 | 28.72% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 102,726 | 4,002 | 0.01% | 0.0% | 62 | +32,300 | 45.86% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 100,587 | 3,918 | 0.01% | 0.01% | 63 | +13,603 | 15.64% | Q1 2026 | Apr 30, 2026 |
| Ipsen Advisor Group LLC | History | Added to | 98,778 | 3,848 | 2.69% | 1.72% | 64 | +34,750 | 54.27% | Q1 2026 | May 29, 2026 |
| AlTi Global, Inc. | History | Reduced | 94,209 | 3,670 | 0.08% | 0.08% | 65 | -1 | -0.0% | Q1 2026 | May 07, 2026 |
| YHB Investment Advisors, Inc. | History | New | 90,515 | 3,526 | 0.25% | — | 66 | +90,515 | New | Q1 2026 | Apr 10, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 90,090 | 3,509 | 0.4% | 0.28% | 67 | +22,282 | 32.86% | Q1 2026 | Apr 24, 2026 |
| Alchemi Wealth, LLC | History | Added to | 89,902 | 3,502 | 1.94% | 1.78% | 68 | +3,474 | 4.02% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 86,576 | 3,373 | 0.01% | 0.01% | 69 | +10,870 | 14.36% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 77,895 | 3,034 | 0.04% | 0.04% | 70 | +3,842 | 5.19% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 75,555 | 2,943 | 0.0% | 0.0% | 71 | +8,013 | 11.86% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 70,359 | 2,741 | 0.03% | 0.03% | 72 | -6,645 | -8.63% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 61,192 | 2,454 | 0.04% | — | 73 | +61,192 | New | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 61,511 | 2,396 | 0.0% | 0.0% | 74 | -1,329 | -2.11% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | Added to | 61,396 | 2,391 | 0.09% | 0.11% | 75 | +994 | 1.65% | Q1 2026 | Jun 18, 2026 |
| IFP Advisors, Inc | History | Added to | 60,965 | 2,375 | 0.05% | 0.0% | 76 | +58,404 | 2280.52% | Q1 2026 | Apr 13, 2026 |
| Stonebridge Wealth Management, LLC | History | Added to | 60,665 | 2,363 | 2.26% | 2.16% | 77 | +174 | 0.29% | Q1 2026 | Apr 16, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 60,008 | 2,337 | 0.09% | 0.09% | 78 | -1,201 | -1.96% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 56,914 | 2,217 | 0.0% | 0.0% | 79 | +5,164 | 9.98% | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 51,460 | 2,004 | 0.39% | 0.47% | 80 | -7,753 | -13.09% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 50,079 | 1,951 | 0.0% | 0.0% | 81 | +4,875 | 10.78% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 48,359 | 1,884 | 0.03% | 0.03% | 82 | +1,737 | 3.73% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 45,808 | 1,785 | 0.0% | 0.0% | 83 | +35,050 | 325.8% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 44,975 | 1,752 | 0.0% | 0.0% | 84 | +12,420 | 38.15% | Q1 2026 | Apr 30, 2026 |
| Sage Mountain Advisors LLC | History | No change | 42,634 | 1,661 | 0.12% | 0.09% | 85 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gallacher Capital Management LLC | History | Added to | 40,589 | 1,581 | 0.61% | 0.57% | 86 | +1,618 | 4.15% | Q1 2026 | May 05, 2026 |
| LINCOLN CAPITAL CORP | History | Reduced | 39,337 | 1,532 | 0.56% | 0.53% | 87 | -150 | -0.38% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | New | 38,406 | 1,496 | 0.02% | — | 88 | +38,406 | New | Q1 2026 | May 12, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 33,600 | 1,309 | 0.21% | 0.21% | 89 | +825 | 2.52% | Q1 2026 | Apr 21, 2026 |
| Edge Financial Advisors LLC | History | No change | 33,414 | 1,261 | 0.53% | 0.53% | 90 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 31,551 | 1,255 | 1.2% | 1.13% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | No change | 30,276 | 1,239 | 0.04% | 0.04% | 92 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| LANDMARK WEALTH MANAGEMENT, INC. | History | No change | 31,371 | 1,222 | 0.46% | 0.45% | 93 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | New | 31,313 | 1,219 | 0.02% | — | 94 | +31,313 | New | Q1 2026 | May 04, 2026 |
| MAIMON WEALTH MANAGEMENT LTD. | History | Added to | 31,890 | 1,206 | 1.06% | 0.92% | 95 | +5,515 | 20.91% | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Added to | 30,220 | 1,177 | 0.03% | 0.03% | 96 | +2,928 | 10.73% | Q1 2026 | May 04, 2026 |
| Composition Wealth, LLC | History | New | 29,187 | 1,137 | 0.02% | — | 97 | +29,187 | New | Q1 2026 | Apr 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 28,373 | 1,105 | 0.02% | — | 98 | +28,373 | New | Q1 2026 | Apr 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 28,010 | 1,091 | 0.0% | 0.0% | 99 | -64 | -0.23% | Q1 2026 | Jun 02, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 27,729 | 1,080 | 0.0% | 0.0% | 100 | +7,986 | 40.45% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 25,395 | 989 | 0.0% | 0.0% | 101 | +13,480 | 113.13% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 24,688 | 962 | 0.0% | 0.0% | 102 | +4,798 | 24.12% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 21,593 | 841 | 0.03% | 0.02% | 103 | +2,339 | 12.15% | Q1 2026 | Apr 23, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 21,405 | 833 | 0.02% | 0.02% | 104 | +85 | 0.4% | Q1 2026 | Apr 07, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 18,965 | 738 | 0.37% | 0.15% | 105 | +11,719 | 161.73% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 18,531 | 721 | 0.0% | 0.01% | 106 | -13,717 | -42.54% | Q1 2026 | May 04, 2026 |
| SHP Wealth Management | History | New | 17,922 | 698 | 0.05% | — | 107 | +17,922 | New | Q1 2026 | May 08, 2026 |
| LexAurum Advisors, LLC | History | New | 17,574 | 684 | 0.09% | — | 108 | +17,574 | New | Q1 2026 | Apr 13, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 16,531 | 644 | 0.03% | 0.03% | 109 | +2,950 | 21.72% | Q1 2026 | Apr 15, 2026 |
| Seascape Capital Management | History | Added to | 16,305 | 635 | 0.18% | 0.16% | 110 | +1,062 | 6.97% | Q1 2026 | Apr 28, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 16,085 | 626 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 15,932 | 620 | 0.01% | 0.01% | 112 | -1,326 | -7.68% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 15,789 | 615 | 0.0% | 0.0% | 113 | -1,042 | -6.19% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 15,372 | 598 | 0.0% | 0.0% | 114 | +56 | 0.37% | Q1 2026 | Apr 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 14,422 | 562 | 0.06% | 0.07% | 115 | -1,468 | -9.24% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 14,334 | 558 | 0.0% | 0.0% | 116 | +4,812 | 50.54% | Q1 2026 | Apr 07, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 13,097 | 543 | 0.03% | 0.03% | 117 | -125 | -0.95% | Q1 2026 | Apr 20, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 13,690 | 533 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 13,258 | 516 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Archer Investment Management, LLC | History | Reduced | 13,108 | 510 | 0.21% | 0.6% | 120 | -16,264 | -55.37% | Q1 2026 | Apr 08, 2026 |
| HORAN Wealth, LLC | History | No change | 13,284 | 509 | 0.05% | 0.08% | 121 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Reduced | 12,886 | 502 | 0.05% | 0.07% | 122 | -693 | -5.1% | Q1 2026 | Apr 23, 2026 |
| Inspire Advisors, LLC | History | New | 12,881 | 501 | 0.04% | — | 123 | +12,881 | New | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 12,802 | 498 | 0.0% | 0.0% | 124 | -1,951 | -13.22% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,647 | 492 | 0.0% | 0.0% | 125 | -973 | -7.14% | Q1 2026 | May 04, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 12,500 | 487 | 0.06% | 0.09% | 126 | -7,500 | -37.5% | Q1 2026 | Apr 17, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 11,763 | 458 | 0.01% | — | 127 | +11,763 | New | Q1 2026 | May 15, 2026 |
| Blueprint Investment Partners LLC | History | No change | 11,500 | 448 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 11,245 | 438 | 0.01% | 0.01% | 129 | -4,618 | -29.11% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 11,196 | 436 | 0.0% | — | 130 | +11,196 | New | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 11,144 | 434 | 0.0% | 0.0% | 131 | +50 | 0.45% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,932 | 425 | 0.0% | 0.0% | 132 | +83 | 0.77% | Q1 2026 | Apr 24, 2026 |
| LCW Services, LLC | History | Reduced | 10,750 | 418 | 0.21% | 0.7% | 133 | -24,052 | -69.11% | Q1 2026 | Apr 27, 2026 |
| Contango Wealth Management LLC | History | Reduced | 10,390 | 404 | 0.47% | 2.41% | 134 | -46,804 | -81.83% | Q1 2026 | Jun 09, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 10,187 | 396 | 0.03% | 0.03% | 135 | +212 | 2.13% | Q1 2026 | May 12, 2026 |
| Rockwood Wealth Management, LLC | History | No change | 10,000 | 389 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 9,721 | 378 | 0.11% | 0.1% | 137 | +262 | 2.77% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,582 | 373 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 9,487 | 358 | 0.1% | 0.1% | 139 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| GM Advisory Group, LLC | History | New | 9,068 | 353 | 0.01% | — | 140 | +9,068 | New | Q1 2026 | Apr 28, 2026 |
| Orgel Wealth Management, LLC | History | No change | 8,762 | 341 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,352 | 325 | 0.0% | 0.0% | 142 | +2,289 | 37.75% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | Reduced | 8,287 | 322 | 0.01% | 0.01% | 143 | -29 | -0.35% | Q1 2026 | Aug 10, 2026 |
| Dala Group, LLC | History | No change | 8,185 | 318 | 0.27% | 0.27% | 144 | 0 | 0.0% | Q1 2026 | Jun 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,153 | 317 | 0.0% | — | 145 | +8,153 | New | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 7,380 | 302 | 0.02% | 0.02% | 146 | +291 | 4.1% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,200 | 283 | 0.0% | 0.0% | 147 | -6,573 | -47.72% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 7,215 | 281 | 0.0% | 0.0% | 148 | -196 | -2.64% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 7,046 | 274 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 7,028 | 273 | 0.02% | 0.02% | 150 | -81 | -1.14% | Q1 2026 | May 05, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Reduced | 6,963 | 271 | 0.11% | 0.13% | 151 | -1,254 | -15.26% | Q1 2026 | Apr 22, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 6,375 | 248 | 0.04% | — | 152 | +6,375 | New | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,276 | 244 | 0.0% | 0.0% | 153 | +500 | 8.66% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 6,261 | 243 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,109 | 238 | 0.0% | — | 155 | +6,109 | New | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 5,896 | 229 | 0.0% | 0.0% | 156 | -1,209 | -17.02% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 5,740 | 223 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,647 | 220 | 0.0% | 0.0% | 158 | -151 | -2.6% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | New | 5,514 | 214 | 0.02% | — | 159 | +5,514 | New | Q1 2026 | Apr 10, 2026 |
| Schrum Private Wealth Management LLC | History | No change | 5,330 | 207 | 0.16% | 0.15% | 160 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 5,215 | 203 | 0.0% | — | 161 | +5,215 | New | Q1 2026 | May 15, 2026 |
| MBE Wealth Management, LLC | History | New | 5,141 | 200 | 0.08% | — | 162 | +5,141 | New | Q1 2026 | Apr 21, 2026 |
| BlackRock, Inc. | History | No change | 4,713 | 183 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,521 | 176 | 0.0% | 0.0% | 164 | -2,490 | -35.52% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 4,207 | 163 | 0.02% | 0.02% | 165 | -245 | -5.5% | Q1 2026 | Apr 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,450 | 134 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 3,340 | 130 | 0.01% | — | 167 | +3,340 | New | Q1 2026 | May 11, 2026 |
| 10Elms LLP | History | Added to | 2,116 | 82 | 0.05% | 0.07% | 168 | +47 | 2.27% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,063 | 77 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | Reduced | 1,629 | 63 | 0.0% | 0.0% | 170 | -418 | -20.42% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 1,593 | 62 | 0.0% | 0.0% | 171 | +703 | 78.99% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,277 | 49 | 0.0% | 0.0% | 172 | -366 | -22.28% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 1,160 | 45 | 0.0% | 0.0% | 173 | -13,713 | -92.2% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,142 | 44 | 0.0% | 0.0% | 174 | -1,300 | -53.24% | Q1 2026 | May 14, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,069 | 41 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | No change | 1,046 | 40 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GAMMA Investing LLC | History | No change | 1,006 | 39 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 976 | 38 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | No change | 970 | 37 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Johnson Financial Group, Inc. | History | New | 826 | 32 | 0.0% | — | 180 | +826 | New | Q1 2026 | May 07, 2026 |
| Operose Advisors LLC | History | No change | 800 | 31 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Added to | 791 | 30 | 0.01% | 0.0% | 182 | +753 | 1981.58% | Q1 2026 | May 07, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 610 | 23 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | No change | 563 | 21 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | New | 517 | 20 | 0.0% | — | 186 | +517 | New | Q1 2026 | Apr 17, 2026 |
| Colonial Trust Advisors | History | No change | 520 | 20 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 500 | 19 | 0.0% | — | 188 | +500 | New | Q1 2026 | May 08, 2026 |
| Pflug Koory, LLC | History | No change | 507 | 19 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 460 | 18 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 405 | 15 | 0.0% | 0.0% | 190 | -28 | -6.47% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 354 | 13 | 0.0% | — | 194 | +354 | New | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 350 | 13 | 0.0% | — | 195 | +350 | New | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 350 | 13 | 0.0% | 0.0% | 191 | +250 | 250.0% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 338 | 13 | 0.0% | 0.0% | 193 | -213 | -38.66% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Added to | 350 | 13 | 0.0% | 0.0% | 192 | +25 | 7.69% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 328 | 12 | 0.0% | 0.0% | 196 | +170 | 107.59% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 300 | 11 | 0.01% | 0.0% | 197 | +106 | 54.64% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 258 | 10 | 0.0% | — | 198 | +258 | New | Q1 2026 | May 08, 2026 |
| HighMark Wealth Management LLC | History | No change | 154 | 5 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 101 | 3 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 50 | 1 | 0.0% | — | 203 | +50 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 26 | 1 | 0.0% | — | 202 | +1 | 4.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -170,915 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -59,423 | -100.0% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -22,439 | -100.0% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,871 | -100.0% | Q1 2026 | May 14, 2026 |
| Lynx Investment Advisory | History | Closed out | 0 | 0 | — | 0.18% | — | -8,867 | -100.0% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.01% | — | -1,608 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,417 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BankChampaign, National Association | History | Closed out | 0 | 0 | — | 0.04% | — | -252 | -100.0% | Q1 2026 | May 21, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 11, 2026 |