iSHARES TRUST - IPAC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Blue Trust, Inc. | History | Reduced | 6,127,905 | 468,846 | 5.36% | 5.24% | 1 | -202,635 | -3.2% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,046,669 | 309,610 | 0.08% | 0.09% | 2 | +100,281 | 2.54% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,424,022 | 180,007 | 0.01% | 0.01% | 3 | +222,406 | 10.1% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 994,424 | 76,083 | 0.0% | 0.0% | 4 | +67,402 | 7.27% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 953,773 | 72,973 | 0.15% | 0.14% | 5 | -12,731 | -1.32% | Q1 2026 | May 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 896,396 | 68,583 | 0.01% | 0.01% | 6 | -16,126 | -1.77% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 658,482 | 50,380 | 0.5% | 0.49% | 7 | +2,560 | 0.39% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 603,513 | 46,174 | 0.04% | 0.04% | 8 | +45,468 | 8.15% | Q1 2026 | May 12, 2026 |
| Elm Partners Management LLC | History | Added to | 507,836 | 37,711 | 1.63% | 1.63% | 9 | +18,306 | 3.74% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 428,615 | 32,794 | 0.05% | 0.04% | 10 | +43,407 | 11.27% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 403,499 | 30,871 | 0.03% | 0.03% | 11 | +4,316 | 1.08% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | Added to | 345,763 | 26,458 | 1.15% | 1.11% | 12 | +3,387 | 0.99% | Q1 2026 | May 08, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 236,437 | 18,089 | 0.05% | — | 13 | +236,437 | New | Q1 2026 | May 05, 2026 |
| Mandatum Life Insurance Co Ltd | History | Added to | 230,602 | 17,643 | 3.97% | 3.54% | 14 | +18,679 | 8.81% | Q1 2026 | May 05, 2026 |
| Roberts Financial Services LLC | History | Added to | 209,892 | 16,058 | 5.11% | 3.19% | 15 | +70,902 | 51.01% | Q1 2026 | Apr 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 203,974 | 15,606 | 0.0% | 0.0% | 16 | +7,126 | 3.62% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 201,160 | 15,390 | 0.0% | 0.0% | 17 | +40,669 | 25.34% | Q1 2026 | May 11, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 184,429 | 14,110 | 0.91% | 0.81% | 18 | +10,691 | 6.15% | Q1 2026 | May 06, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 182,829 | 13,988 | 1.54% | 1.41% | 19 | +5,772 | 3.26% | Q1 2026 | Apr 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 151,866 | 11,619 | 0.02% | 0.01% | 20 | +107,666 | 243.59% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 151,455 | 11,587 | 0.0% | 0.0% | 21 | +151,353 | 148385.29% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 145,449 | 11,128 | 0.09% | 0.09% | 22 | +5,252 | 3.75% | Q1 2026 | May 14, 2026 |
| Garde Capital, Inc. | History | Reduced | 140,283 | 10,733 | 0.64% | 0.63% | 23 | -4,064 | -2.82% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 139,828 | 10,698 | 0.02% | 0.01% | 24 | +14,100 | 11.21% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | No change | 135,687 | 10,381 | 0.44% | 0.43% | 25 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 135,385 | 10,352 | 0.02% | 0.0% | 26 | +128,337 | 1820.9% | Q1 2026 | May 01, 2026 |
| Blue Edge Capital, LLC | History | No change | 129,624 | 9,489 | 1.27% | 1.27% | 27 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 111,854 | 8,557 | 0.0% | 0.0% | 28 | -3,781 | -3.27% | Q1 2026 | May 06, 2026 |
| Amundi | History | Reduced | 105,514 | 8,072 | 0.0% | 0.0% | 29 | -622 | -0.59% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 87,326 | 6,681 | 0.0% | 0.0% | 30 | -78,896 | -47.46% | Q1 2026 | May 05, 2026 |
| Columbus Macro, LLC | History | Added to | 86,957 | 6,653 | 0.71% | 0.7% | 31 | +119 | 0.14% | Q1 2026 | Apr 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 78,722 | 6,016 | 0.04% | 0.04% | 32 | -2,990 | -3.66% | Q1 2026 | May 15, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 76,413 | 5,846 | 1.34% | 1.3% | 33 | -1,543 | -1.98% | Q1 2026 | Apr 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 71,997 | 5,508 | 0.06% | 0.06% | 34 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 70,964 | 5,429 | 0.01% | 0.01% | 35 | -14,063 | -16.54% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 64,847 | 4,961 | 0.88% | 0.81% | 36 | +7,013 | 12.13% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 61,790 | 4,727 | 0.0% | 0.0% | 37 | +2,944 | 5.0% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 57,767 | 4,419 | 0.0% | — | 38 | +57,767 | New | Q1 2026 | May 15, 2026 |
| ES4, LLC | History | No change | 51,110 | 3,910 | 2.52% | 2.58% | 39 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 49,841 | 3,813 | 0.0% | — | 40 | +49,841 | New | Q1 2026 | May 12, 2026 |
| FDx Advisors, Inc. | History | New | 41,044 | 3,140 | 1.0% | — | 41 | +41,044 | New | Q1 2026 | May 01, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 40,159 | 3,072 | 0.0% | 0.0% | 42 | +94 | 0.23% | Q1 2026 | Apr 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 34,950 | 2,674 | 0.07% | 0.07% | 43 | -3,671 | -9.51% | Q1 2026 | Apr 28, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 31,460 | 2,406 | 0.14% | 0.15% | 44 | -1,888 | -5.66% | Q1 2026 | Apr 23, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 30,274 | 2,404 | 1.01% | 1.04% | 45 | +1,010 | 3.45% | Q1 2026 | May 08, 2026 |
| Denver PWM, LLC | History | Reduced | 28,658 | 2,370 | 0.81% | 0.87% | 46 | -9,096 | -24.09% | Q1 2026 | May 12, 2026 |
| Dogwood Wealth Management LLC | History | Reduced | 29,538 | 2,259 | 0.98% | 0.98% | 47 | -901 | -2.96% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 29,281 | 2,240 | 0.08% | 0.02% | 48 | +22,921 | 360.39% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 29,281 | 2,240 | 0.29% | 0.07% | 49 | +22,921 | 360.39% | Q1 2026 | Apr 28, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 28,655 | 2,192 | 0.39% | 0.38% | 50 | +391 | 1.38% | Q1 2026 | Apr 17, 2026 |
| Global Financial Private Client, LLC | History | Added to | 23,655 | 1,809 | 0.59% | 0.58% | 51 | +1,073 | 4.75% | Q1 2026 | Apr 20, 2026 |
| Family Legacy, Inc. | History | Reduced | 23,243 | 1,778 | 0.53% | 0.54% | 52 | -1,364 | -5.54% | Q1 2026 | May 12, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 23,142 | 1,770 | 0.2% | 0.19% | 53 | -22 | -0.09% | Q1 2026 | May 11, 2026 |
| Jacobs Equity LLC | History | Added to | 20,703 | 1,709 | 1.53% | 1.19% | 54 | +3,808 | 22.54% | Q1 2026 | May 14, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 22,127 | 1,692 | 0.74% | 0.6% | 55 | +3,808 | 20.79% | Q1 2026 | May 14, 2026 |
| PAX Financial Group, LLC | History | Reduced | 21,972 | 1,681 | 0.29% | 0.3% | 56 | -1,801 | -7.58% | Q1 2026 | Apr 27, 2026 |
| LVZ, Inc. | History | Reduced | 20,976 | 1,604 | 0.18% | 0.19% | 57 | -2,504 | -10.66% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 20,136 | 1,540 | 0.0% | 0.0% | 58 | -1,261 | -5.89% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 19,813 | 1,515 | 0.0% | 0.0% | 59 | -7,251 | -26.79% | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 19,787 | 1,513 | 0.01% | 0.0% | 60 | +175 | 0.89% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 19,318 | 1,478 | 0.0% | 0.0% | 61 | -773 | -3.85% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,202 | 1,469 | 0.0% | 0.0% | 62 | +2,143 | 12.56% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 18,651 | 1,427 | 0.89% | 0.46% | 63 | -778 | -4.0% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 15,041 | 1,150 | 0.04% | 0.04% | 64 | -340 | -2.21% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 14,459 | 1,106 | 0.01% | 0.0% | 65 | +14,205 | 5592.52% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 12,785 | 978 | 0.0% | 0.0% | 66 | -2,026 | -13.68% | Q1 2026 | May 05, 2026 |
| Inman Jager Wealth Management, LLC | History | Reduced | 12,464 | 953 | 0.56% | 0.56% | 67 | -93 | -0.74% | Q1 2026 | Apr 23, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 11,994 | 917 | 0.07% | 0.05% | 68 | +3,208 | 36.51% | Q1 2026 | May 15, 2026 |
| Tanager Wealth Management LLP | History | No change | 11,574 | 885 | 0.09% | 0.08% | 69 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NORTHERN TRUST CORP | History | No change | 10,565 | 808 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,005 | 765 | 0.0% | 0.0% | 71 | -902 | -8.27% | Q1 2026 | Apr 27, 2026 |
| Element Wealth, LLC | History | Added to | 9,304 | 711 | 0.29% | 0.27% | 72 | +243 | 2.68% | Q1 2026 | May 04, 2026 |
| Selby Wealth Management, LLC | History | Added to | 9,276 | 709 | 0.28% | 0.27% | 74 | +265 | 2.94% | Q1 2026 | Apr 08, 2026 |
| Yoffe Investment Management, LLC | History | No change | 9,276 | 709 | 0.91% | 0.87% | 73 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INVESTED ADVISORS | History | Added to | 9,049 | 692 | 0.7% | 0.64% | 75 | +635 | 7.55% | Q1 2026 | Apr 29, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 9,027 | 690 | 0.06% | 0.06% | 76 | -366 | -3.9% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,758 | 670 | 0.0% | 0.0% | 78 | -220 | -2.45% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 8,761 | 670 | 0.0% | 0.0% | 77 | +193 | 2.25% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,475 | 648 | 0.0% | 0.0% | 79 | -297 | -3.39% | Q1 2026 | Apr 30, 2026 |
| Forum Finance Group S.A. | History | New | 10,417 | 645 | 0.35% | — | 80 | +10,417 | New | Q1 2026 | May 07, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 8,317 | 636 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Balefire, LLC | History | Added to | 8,058 | 616 | 0.12% | 0.11% | 82 | +15 | 0.19% | Q1 2026 | May 07, 2026 |
| Williams & Novak, LLC | History | Reduced | 7,766 | 607 | 0.45% | 0.52% | 84 | -1,599 | -17.07% | Q1 2026 | Apr 20, 2026 |
| Caprock Group, LLC | History | No change | 7,944 | 607 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 7,705 | 589 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,681 | 587 | 0.0% | 0.0% | 86 | -577 | -6.99% | Q1 2026 | May 15, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | Reduced | 7,497 | 573 | 0.68% | 0.71% | 87 | -3,677 | -32.91% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,344 | 561 | 0.01% | — | 88 | +7,343 | 734300.0% | Q1 2026 | May 15, 2026 |
| AlphaStar Capital Management, LLC | History | Reduced | 7,264 | 555 | 0.04% | 0.04% | 89 | -462 | -5.98% | Q1 2026 | Apr 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 7,240 | 553 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Betterment LLC | History | Added to | 7,207 | 551 | 0.0% | 0.0% | 91 | +1,095 | 17.92% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 7,176 | 549 | 0.0% | 0.0% | 92 | +146 | 2.08% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,036 | 538 | 0.0% | 0.0% | 93 | -485 | -6.45% | Q1 2026 | May 15, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | New | 6,917 | 506 | 0.64% | — | 94 | +6,917 | New | Q1 2026 | May 07, 2026 |
| Security National Bank | History | Added to | 6,373 | 487 | 0.07% | 0.06% | 95 | +942 | 17.34% | Q1 2026 | Apr 16, 2026 |
| Rehmann Capital Advisory Group | History | No change | 6,089 | 465 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | New | 6,052 | 463 | 0.02% | — | 97 | +6,052 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,891 | 450 | 0.0% | 0.0% | 98 | +2,103 | 55.52% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,760 | 440 | 0.0% | 0.0% | 99 | -3,225 | -35.89% | Q1 2026 | May 04, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 5,434 | 412 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,488 | 406 | 0.0% | 0.0% | 101 | +2,462 | 81.36% | Q1 2026 | May 15, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 5,310 | 406 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | Added to | 4,905 | 375 | 0.02% | 0.02% | 103 | +828 | 20.31% | Q1 2026 | Apr 17, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 4,847 | 370 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | New | 4,784 | 366 | 0.03% | — | 106 | +4,784 | New | Q1 2026 | Apr 22, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 4,534 | 366 | 0.05% | 0.04% | 105 | +784 | 20.91% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 4,716 | 360 | 0.0% | 0.0% | 107 | +247 | 5.53% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,587 | 358 | 0.0% | 0.0% | 108 | -36 | -0.78% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Reduced | 4,498 | 344 | 0.0% | 0.0% | 109 | -50 | -1.1% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,435 | 339 | 0.0% | 0.0% | 110 | +84 | 1.93% | Q1 2026 | May 05, 2026 |
| Wealthfront Advisers LLC | History | Added to | 4,139 | 316 | 0.0% | 0.0% | 111 | +1,256 | 43.57% | Q1 2026 | May 05, 2026 |
| Outlook Wealth Advisors, LLC | History | New | 4,111 | 314 | 0.08% | — | 112 | +4,111 | New | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,053 | 310 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Southland Equity Partners LLC | History | Reduced | 3,921 | 300 | 0.06% | 0.06% | 114 | -181 | -4.41% | Q1 2026 | Apr 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,930 | 300 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 3,798 | 290 | 0.0% | 0.0% | 116 | -82 | -2.11% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,724 | 284 | 0.0% | 0.0% | 117 | +17 | 0.46% | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,640 | 278 | 0.01% | 0.01% | 118 | +284 | 8.46% | Q1 2026 | May 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 3,617 | 276 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 3,436 | 262 | 0.21% | — | 120 | +3,436 | New | Q1 2026 | May 15, 2026 |
| Signal Advisors Wealth, LLC | History | New | 3,230 | 247 | 0.02% | — | 121 | +3,230 | New | Q1 2026 | Apr 17, 2026 |
| Allie Family Office LLC | History | No change | 3,167 | 242 | 0.11% | 0.11% | 122 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,096 | 236 | 0.0% | — | 125 | +3,096 | New | Q1 2026 | May 15, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Reduced | 3,096 | 236 | 0.16% | 0.17% | 124 | -275 | -8.16% | Q1 2026 | Apr 20, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 3,096 | 236 | 0.02% | 0.02% | 123 | -259 | -7.72% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Added to | 2,984 | 228 | 0.01% | 0.01% | 126 | +105 | 3.65% | Q1 2026 | May 15, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 2,980 | 228 | 0.07% | 0.06% | 127 | +62 | 2.12% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Reduced | 2,936 | 224 | 0.0% | 0.0% | 128 | -555 | -15.9% | Q1 2026 | Apr 27, 2026 |
| Alaska Wealth Advisors, LLC | History | Reduced | 2,903 | 222 | 0.03% | 0.03% | 129 | -55 | -1.86% | Q1 2026 | Apr 24, 2026 |
| STOCK YARDS BANK & TRUST CO | History | New | 2,892 | 221 | 0.01% | — | 130 | +2,892 | New | Q1 2026 | Apr 24, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 2,854 | 218 | 0.02% | — | 131 | +2,854 | New | Q1 2026 | Apr 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,803 | 214 | 0.0% | 0.0% | 132 | -746 | -21.02% | Q1 2026 | May 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 2,854 | 208 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cresset Asset Management, LLC | History | New | 2,716 | 207 | 0.0% | — | 134 | +2,716 | New | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | New | 2,652 | 202 | 0.01% | — | 135 | +2,652 | New | Q1 2026 | Apr 21, 2026 |
| Addison Advisors LLC | History | Reduced | 2,545 | 194 | 0.04% | 0.04% | 136 | -20 | -0.78% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,978 | 151 | 0.0% | 0.0% | 137 | +191 | 10.69% | Q1 2026 | May 07, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 1,753 | 134 | 0.07% | — | 138 | +1,753 | New | Q1 2026 | May 15, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,616 | 123 | 0.01% | 0.01% | 139 | -16 | -0.98% | Q1 2026 | May 05, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,291 | 98 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | No change | 1,085 | 83 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,093 | 80 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 921 | 67 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AE Wealth Management LLC | History | No change | 827 | 63 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 710 | 54 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Activest Wealth Management | History | No change | 601 | 45 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 581 | 44 | 0.0% | 0.0% | 147 | +99 | 20.54% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 575 | 43 | 0.0% | 0.0% | 148 | +143 | 33.1% | Q1 2026 | Apr 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 507 | 38 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF VERMONT | History | No change | 488 | 35 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Waverly Advisors, LLC | History | No change | 456 | 34 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 414 | 32 | 0.01% | — | 152 | +414 | New | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 411 | 31 | 0.0% | — | 153 | +411 | New | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | New | 381 | 29 | 0.0% | — | 154 | +381 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 381 | 27 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 301 | 23 | 0.0% | — | 156 | +301 | New | Q1 2026 | Apr 29, 2026 |
| VANGUARD ADVISERS INC | History | New | 294 | 22 | 0.0% | — | 158 | +294 | New | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 285 | 22 | 0.0% | 0.0% | 157 | -3 | -1.04% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 247 | 18 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Winch Advisory Services, LLC | History | New | 190 | 14 | 0.0% | — | 162 | +190 | New | Q1 2026 | Apr 30, 2026 |
| AlphaCore Capital LLC | History | No change | 196 | 14 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | No change | 194 | 14 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | New | 102 | 7 | 0.0% | — | 163 | +102 | New | Q1 2026 | May 19, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,997 | 4 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 50 | 3 | 0.0% | — | 170 | +50 | New | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | No change | 44 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 41 | 3 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | No change | 52 | 3 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 43 | 3 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 31 | 2 | 0.0% | 0.0% | 171 | -32 | -50.79% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 32 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BankPlus Trust Department | History | No change | 38 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 174 | -174 | -91.58% | Q1 2026 | Apr 07, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -84,537 | -100.0% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -70,763 | -100.0% | Q1 2026 | Apr 10, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -53,851 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,110 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,160 | -100.0% | Q1 2026 | May 20, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,596 | -100.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,204 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,543 | -100.0% | Q1 2026 | May 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -779 | -100.0% | Q1 2026 | Apr 13, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -329 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q1 2026 | May 15, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 24, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 11, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Realta Investment Advisors | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |