iSHARES TRUST - ISCF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Main Street Research LLC | History | Added to | 1,958,627 | 81,851 | 4.76% | 4.53% | 1 | +50,827 | 2.66% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 711,625 | 29,738 | 0.01% | 0.01% | 2 | +90,950 | 14.65% | Q1 2026 | May 06, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 647,545 | 27,060 | 1.45% | 1.52% | 3 | +31,034 | 5.03% | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 407,626 | 17,034 | 0.01% | 0.01% | 4 | +3,584 | 0.89% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Added to | 383,573 | 16,029 | 0.51% | 0.45% | 5 | +57,275 | 17.55% | Q1 2026 | May 15, 2026 |
| TRB Wealth Management, LLC | History | New | 382,319 | 15,977 | 2.27% | — | 6 | +382,319 | New | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 282,349 | 12,016 | 0.21% | 0.25% | 7 | -41,900 | -12.92% | Q1 2026 | May 14, 2026 |
| Causey Wealth LLC | History | Reduced | 273,860 | 11,444 | 4.86% | 5.65% | 8 | -5,027 | -1.8% | Q1 2026 | May 12, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 262,181 | 10,956 | 4.33% | 4.56% | 9 | -23,911 | -8.36% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 257,086 | 10,744 | 0.03% | 0.02% | 10 | +48,323 | 23.15% | Q1 2026 | Apr 22, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 222,638 | 9,807 | 1.64% | 1.64% | 11 | +9,088 | 4.26% | Q1 2026 | May 08, 2026 |
| Eagle Strategies LLC | History | Added to | 181,789 | 7,596 | 0.91% | 0.89% | 12 | +12,851 | 7.61% | Q1 2026 | Apr 20, 2026 |
| COURIER CAPITAL LLC | History | Added to | 180,890 | 7,559 | 0.42% | 0.4% | 13 | +7,515 | 4.33% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Added to | 179,253 | 7,490 | 0.01% | 0.01% | 14 | +29,021 | 19.32% | Q1 2026 | May 13, 2026 |
| Systelligence, LLC | History | Added to | 165,457 | 6,914 | 1.34% | 0.56% | 15 | +95,066 | 135.05% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | New | 163,270 | 6,823 | 0.32% | — | 16 | +163,270 | New | Q1 2026 | May 05, 2026 |
| McAdam, LLC | History | Reduced | 158,851 | 6,638 | 0.3% | 0.31% | 17 | -2,057 | -1.28% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 148,548 | 6,207 | 0.03% | 0.03% | 18 | +39,885 | 36.71% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Added to | 146,005 | 6,101 | 0.07% | 0.07% | 19 | +7,036 | 5.06% | Q1 2026 | May 01, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 142,736 | 5,964 | 0.01% | 0.0% | 20 | +103,654 | 265.22% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 140,332 | 5,864 | 0.04% | 0.05% | 21 | -18,185 | -11.47% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | Added to | 132,959 | 5,556 | 0.01% | 0.01% | 22 | +28,324 | 27.07% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 128,925 | 5,387 | 0.37% | 0.38% | 23 | -4,401 | -3.3% | Q1 2026 | May 14, 2026 |
| Bedel Financial Consulting, Inc. | History | Added to | 121,055 | 5,058 | 0.57% | 0.54% | 24 | +95 | 0.08% | Q1 2026 | May 04, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 108,835 | 4,548 | 0.71% | 0.73% | 25 | -2,759 | -2.47% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 98,278 | 4,107 | 0.01% | 0.01% | 26 | +1,662 | 1.72% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 91,699 | 3,832 | 0.01% | 0.01% | 27 | -2,410 | -2.56% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 91,202 | 3,811 | 0.0% | — | 28 | +91,202 | New | Q1 2026 | May 12, 2026 |
| White Wing Wealth Management | History | Added to | 85,631 | 3,578 | 2.15% | 2.06% | 29 | +2,222 | 2.66% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 83,128 | 3,473 | 0.0% | 0.0% | 30 | -4,768 | -5.42% | Q1 2026 | May 05, 2026 |
| Financial Freedom, LLC | History | Added to | 72,081 | 3,012 | 1.5% | 0.8% | 31 | +33,408 | 86.39% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 70,949 | 2,964 | 0.0% | 0.0% | 32 | -5,931 | -7.71% | Q1 2026 | May 04, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 71,322 | 2,958 | 0.7% | 0.7% | 33 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 70,595 | 2,950 | 0.0% | 0.0% | 34 | +5,810 | 8.97% | Q1 2026 | May 15, 2026 |
| Intrua Financial, LLC | History | Added to | 61,363 | 2,564 | 0.26% | 0.24% | 35 | +6,111 | 11.06% | Q1 2026 | Apr 23, 2026 |
| Williams & Novak, LLC | History | Added to | 58,374 | 2,484 | 1.86% | 1.74% | 36 | +2,617 | 4.69% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 57,542 | 2,448 | 0.02% | 0.03% | 37 | +1,185 | 2.1% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 56,531 | 2,362 | 0.0% | 0.0% | 38 | +14,901 | 35.79% | Q1 2026 | May 15, 2026 |
| JBF Capital, Inc. | History | No change | 56,312 | 2,353 | 0.35% | 0.34% | 39 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 53,983 | 2,255 | 0.0% | 0.0% | 40 | +43,737 | 426.87% | Q1 2026 | May 15, 2026 |
| Glass Jacobson Investment Advisors llc | History | Added to | 44,337 | 1,852 | 0.64% | 0.65% | 41 | +831 | 1.91% | Q1 2026 | Apr 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 40,135 | 1,677 | 0.0% | 0.0% | 42 | +1,087 | 2.78% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | New | 39,806 | 1,663 | 0.02% | — | 43 | +39,806 | New | Q1 2026 | May 12, 2026 |
| Edge Financial Advisors LLC | History | No change | 38,631 | 1,602 | 0.67% | 0.67% | 44 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Bank of New York Mellon Corp | History | Added to | 36,038 | 1,506 | 0.0% | 0.0% | 45 | +774 | 2.19% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | No change | 35,101 | 1,466 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Breakwater Capital Group | History | Added to | 34,941 | 1,460 | 0.2% | 0.18% | 47 | +3,884 | 12.51% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | No change | 34,684 | 1,449 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KWB Wealth | History | Reduced | 34,149 | 1,416 | 0.14% | 0.13% | 49 | -182 | -0.53% | Q1 2026 | Apr 08, 2026 |
| &PARTNERS | History | Reduced | 32,108 | 1,341 | 0.01% | 0.01% | 50 | -10,090 | -23.91% | Q1 2026 | May 15, 2026 |
| Horizon Investment Services, LLC | History | Added to | 31,468 | 1,315 | 0.46% | 0.35% | 51 | +7,794 | 32.92% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Reduced | 29,960 | 1,252 | 0.11% | 0.11% | 52 | -78 | -0.26% | Q1 2026 | Apr 17, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 29,781 | 1,244 | 0.41% | 0.4% | 53 | +255 | 0.86% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,946 | 1,126 | 0.0% | 0.0% | 54 | +1,843 | 7.34% | Q1 2026 | Apr 30, 2026 |
| Montis Financial, LLC | History | Added to | 26,102 | 1,090 | 0.23% | 0.21% | 55 | +30 | 0.12% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 24,437 | 1,085 | 0.02% | 0.03% | 56 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Longview Financial Advisors, Inc. | History | Reduced | 25,059 | 1,047 | 0.64% | 0.72% | 57 | -335 | -1.32% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 24,264 | 1,006 | 0.01% | 0.01% | 58 | -261 | -1.06% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 22,823 | 953 | 0.03% | 0.02% | 59 | -600 | -2.56% | Q1 2026 | Apr 23, 2026 |
| Faithward Advisors, LLC | History | Added to | 22,637 | 945 | 0.13% | 0.09% | 60 | +7,823 | 52.81% | Q1 2026 | Apr 17, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 22,121 | 924 | 0.38% | 0.36% | 61 | -2,955 | -11.78% | Q1 2026 | Apr 14, 2026 |
| RHS Financial, LLC | History | Reduced | 20,509 | 857 | 0.41% | 0.51% | 62 | -4,644 | -18.46% | Q1 2026 | Apr 28, 2026 |
| Stonebridge Wealth Management, LLC | History | Reduced | 19,277 | 805 | 0.77% | 0.76% | 63 | -21 | -0.11% | Q1 2026 | Apr 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 18,606 | 777 | 0.0% | 0.0% | 64 | +50 | 0.27% | Q1 2026 | May 14, 2026 |
| RED REEF ADVISORS LLC | History | Added to | 17,571 | 734 | 0.77% | 0.71% | 65 | +654 | 3.87% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 17,391 | 726 | 0.0% | 0.0% | 66 | +741 | 4.45% | Q1 2026 | May 05, 2026 |
| Index Fund Advisors, Inc. | History | No change | 16,918 | 706 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 16,327 | 682 | 0.01% | 0.01% | 68 | -121 | -0.74% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | New | 15,071 | 629 | 0.0% | — | 69 | +15,071 | New | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 14,750 | 616 | 0.01% | — | 70 | +14,750 | New | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,575 | 609 | 0.01% | 0.01% | 71 | +169 | 1.17% | Q1 2026 | May 18, 2026 |
| Narus Financial Partners, LLC | History | Added to | 13,615 | 568 | 0.15% | 0.14% | 72 | +1,174 | 9.44% | Q1 2026 | Apr 21, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 13,432 | 561 | 0.05% | 0.05% | 73 | +2,764 | 25.91% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 13,242 | 553 | 0.0% | 0.0% | 74 | +116 | 0.88% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Added to | 12,934 | 540 | 0.02% | 0.01% | 75 | +4,953 | 62.06% | Q1 2026 | Apr 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 12,097 | 505 | 0.01% | 0.01% | 76 | -2,636 | -17.89% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,011 | 501 | 0.0% | — | 77 | +12,011 | New | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,943 | 499 | 0.01% | 0.01% | 78 | -36 | -0.3% | Q1 2026 | Apr 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 11,949 | 499 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MOLLER WEALTH PARTNERS | History | Reduced | 11,906 | 497 | 0.1% | 0.13% | 80 | -3,328 | -21.85% | Q1 2026 | Apr 14, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | Added to | 10,803 | 479 | 0.39% | 0.38% | 81 | +101 | 0.94% | Q1 2026 | Apr 30, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | No change | 10,690 | 446 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,158 | 424 | 0.0% | 0.0% | 83 | -1,311 | -11.43% | Q1 2026 | Apr 15, 2026 |
| VANCE WEALTH, LLC | History | No change | 10,136 | 423 | 0.12% | 0.12% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 10,063 | 420 | 0.02% | 0.02% | 85 | -237 | -2.3% | Q1 2026 | Apr 27, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 10,073 | 420 | 0.13% | 0.15% | 86 | +29 | 0.29% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 10,000 | 417 | 0.0% | — | 87 | +10,000 | New | Q1 2026 | May 15, 2026 |
| Ariadne Wealth Management, LP | History | Reduced | 9,498 | 396 | 0.18% | 0.18% | 88 | -60 | -0.63% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 9,333 | 390 | 0.0% | 0.0% | 90 | +816 | 9.58% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 9,625 | 390 | 0.0% | 0.0% | 89 | -100 | -1.03% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 9,251 | 386 | 0.01% | 0.01% | 91 | +162 | 1.78% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Added to | 9,251 | 386 | 0.05% | 0.06% | 92 | +162 | 1.78% | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 9,188 | 384 | 0.0% | 0.0% | 93 | +1,578 | 20.74% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 8,530 | 356 | 0.0% | 0.0% | 94 | +2,938 | 52.54% | Q1 2026 | May 15, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | Reduced | 8,356 | 349 | 0.05% | 0.05% | 95 | -21 | -0.25% | Q1 2026 | Apr 16, 2026 |
| Dynamic Financial Group | History | Added to | 8,118 | 339 | 0.28% | 0.2% | 96 | +2,511 | 44.78% | Q1 2026 | May 12, 2026 |
| WorthPointe, LLC | History | Reduced | 7,777 | 325 | 0.09% | 0.1% | 97 | -1,346 | -14.75% | Q1 2026 | May 12, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 7,533 | 314 | 0.02% | 0.09% | 98 | -22,118 | -74.59% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,226 | 305 | 0.0% | 0.0% | 99 | -1,979 | -21.5% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,170 | 299 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | No change | 6,565 | 274 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 6,553 | 273 | 0.0% | 0.0% | 102 | -2 | -0.03% | Q1 2026 | May 11, 2026 |
| Wealth Advisory Team LLC | History | No change | 6,555 | 271 | 0.24% | 0.24% | 103 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Comprehensive Money Management Services LLC | History | Added to | 6,428 | 268 | 0.18% | 0.18% | 104 | +270 | 4.38% | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | No change | 6,233 | 260 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 6,088 | 254 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 6,075 | 253 | 0.0% | — | 107 | +6,075 | New | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 5,930 | 247 | 0.02% | 0.02% | 108 | +203 | 3.54% | Q1 2026 | May 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 5,572 | 232 | 0.0% | 0.0% | 109 | +9 | 0.16% | Q1 2026 | Apr 15, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 5,511 | 230 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vantus Wealth LLC | History | No change | 5,304 | 220 | 0.16% | 0.16% | 111 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WEDBUSH SECURITIES INC | History | New | 4,791 | 200 | 0.01% | — | 112 | +4,791 | New | Q1 2026 | Apr 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 4,690 | 195 | 0.02% | — | 113 | +4,690 | New | Q1 2026 | Apr 23, 2026 |
| MORGAN STANLEY | History | Added to | 4,581 | 191 | 0.0% | 0.0% | 114 | +1,182 | 34.77% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 4,360 | 182 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 2,683 | 112 | 0.04% | 0.04% | 116 | -176 | -6.16% | Q1 2026 | Apr 17, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 2,600 | 109 | 0.01% | 0.08% | 117 | -6,934 | -72.73% | Q1 2026 | Apr 16, 2026 |
| FMR LLC | History | Added to | 1,783 | 74 | 0.0% | 0.0% | 118 | +942 | 112.01% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 1,687 | 69 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SYM FINANCIAL Corp | History | No change | 1,513 | 63 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 806 | 34 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | No change | 828 | 34 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 800 | 33 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | No change | 768 | 32 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 746 | 30 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 585 | 23 | 0.0% | — | 126 | +585 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 547 | 22 | 0.0% | — | 127 | +547 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 452 | 18 | 0.0% | — | 128 | +444 | 5550.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | No change | 312 | 13 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | No change | 330 | 13 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 241 | 10 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 237 | 9 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 210 | 8 | 0.0% | — | 133 | +210 | New | Q1 2026 | May 05, 2026 |
| Clarity Asset Management, Inc. | History | New | 140 | 5 | 0.0% | — | 135 | +140 | New | Q1 2026 | May 04, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 5,190 | 5 | 0.0% | 0.0% | 134 | -122 | -2.3% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 78 | 3 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | No change | 90 | 3 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 62 | 2 | 0.0% | — | 139 | +62 | New | Q1 2026 | May 08, 2026 |
| Princeton Global Asset Management LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VANGUARD ADVISERS INC | History | New | 41 | 1 | 0.0% | — | 141 | +41 | New | Q1 2026 | May 08, 2026 |
| HOWE & RUSLING INC | History | No change | 39 | 1 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,121 | -100.0% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,541 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,122 | -100.0% | Q1 2026 | May 04, 2026 |
| BCS Wealth Management | History | Closed out | 0 | 0 | — | 0.02% | — | -4,860 | -100.0% | Q1 2026 | Apr 17, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.14% | — | -3,453 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |