iSHARES TRUST - ISCG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Focus Partners Wealth | History | Reduced | 955,722 | 52,373 | 0.06% | 0.06% | 1 | -18,121 | -1.86% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 848,248 | 44,940 | 0.0% | 0.0% | 2 | -3,261 | -0.38% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 633,237 | 34,701 | 0.01% | 0.01% | 3 | -43,613 | -6.44% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 566,750 | 31,063 | 0.05% | 0.05% | 4 | -50,023 | -8.11% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 541,335 | 29,665 | 0.02% | 0.02% | 5 | +21,783 | 4.19% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 412,639 | 22,612 | 0.02% | 0.02% | 6 | +8,629 | 2.14% | Q1 2026 | May 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 325,545 | 17,839 | 0.69% | 0.55% | 7 | +18,434 | 6.0% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 324,060 | 17,758 | 0.2% | 0.19% | 8 | +18,953 | 6.21% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 269,357 | 14,760 | 0.0% | 0.0% | 9 | +11,159 | 4.32% | Q1 2026 | May 15, 2026 |
| Systelligence, LLC | History | New | 260,499 | 14,275 | 2.78% | — | 10 | +260,499 | New | Q1 2026 | Apr 21, 2026 |
| MORGAN STANLEY | History | Added to | 260,124 | 14,254 | 0.0% | 0.0% | 11 | +43,886 | 20.3% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 259,715 | 14,232 | 0.18% | — | 12 | +259,715 | New | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 251,281 | 13,765 | 0.0% | 0.0% | 13 | +103,698 | 70.26% | Q1 2026 | May 15, 2026 |
| Matrix Trust Co | History | Added to | 178,503 | 9,782 | 1.62% | 1.63% | 14 | +290 | 0.16% | Q1 2026 | Apr 09, 2026 |
| Steele Capital Management, Inc. | History | Added to | 178,503 | 9,781 | 0.41% | 0.42% | 15 | +290 | 0.16% | Q1 2026 | Apr 29, 2026 |
| Black Diamond Financial, LLC | History | Reduced | 176,121 | 9,651 | 1.05% | 1.23% | 16 | -33,722 | -16.07% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 166,828 | 9,142 | 0.0% | 0.0% | 17 | -1,669 | -0.99% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 165,289 | 9,057 | 0.0% | 0.0% | 18 | +5,063 | 3.16% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 155,780 | 8,536 | 0.0% | 0.0% | 19 | -11,274 | -6.75% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 140,546 | 7,701 | 0.01% | 0.01% | 20 | +14,096 | 11.15% | Q1 2026 | May 13, 2026 |
| Opes Wealth Management LLC | History | Added to | 128,657 | 7,050 | 1.16% | 1.16% | 21 | +396 | 0.31% | Q1 2026 | Apr 28, 2026 |
| Ipsen Advisor Group LLC | History | No change | 113,619 | 6,301 | 4.48% | 4.48% | 22 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MRA Advisory Group | History | New | 109,752 | 6,014 | 2.45% | — | 23 | +109,752 | New | Q1 2026 | Apr 22, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 105,477 | 5,780 | 0.33% | 0.33% | 24 | -1,158 | -1.09% | Q1 2026 | Apr 20, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 104,431 | 5,722 | 2.76% | 2.5% | 25 | +4,360 | 4.36% | Q1 2026 | May 08, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 104,264 | 5,713 | 1.42% | 1.18% | 26 | +26,452 | 33.99% | Q1 2026 | Apr 29, 2026 |
| Anfield Capital Management, LLC | History | New | 91,144 | 4,994 | 1.37% | — | 27 | +91,144 | New | Q1 2026 | May 12, 2026 |
| Certified Advisory Corp | History | Added to | 82,625 | 4,527 | 0.41% | 0.39% | 28 | +5,849 | 7.62% | Q1 2026 | Apr 17, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 78,077 | 4,278 | 0.48% | 0.49% | 29 | +1,894 | 2.49% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 66,452 | 3,641 | 0.0% | 0.0% | 30 | +902 | 1.38% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 64,860 | 3,554 | 0.0% | 0.0% | 31 | +24,771 | 61.79% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 64,182 | 3,517 | 0.0% | 0.0% | 32 | -2,565 | -3.84% | Q1 2026 | Apr 27, 2026 |
| Van Diest Capital, LLC | History | Added to | 58,414 | 3,201 | 2.52% | 0.63% | 33 | +50,800 | 667.19% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 54,711 | 2,997 | 0.01% | 0.0% | 34 | +12,917 | 30.91% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 53,311 | 2,921 | 0.1% | 0.13% | 35 | -18,528 | -25.79% | Q1 2026 | May 14, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Added to | 51,273 | 2,809 | 1.35% | 1.29% | 36 | +1,637 | 3.3% | Q1 2026 | Apr 15, 2026 |
| Atlanta Consulting Group Advisors, LLC | History | Reduced | 50,882 | 2,788 | 0.6% | 0.73% | 37 | -7,523 | -12.88% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Reduced | 45,400 | 2,487 | 0.22% | 0.21% | 38 | -1,097 | -2.36% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | Added to | 36,467 | 1,998 | 0.36% | 0.34% | 39 | +3,105 | 9.31% | Q1 2026 | Apr 24, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 35,688 | 1,955 | 0.01% | 0.01% | 40 | -141 | -0.39% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 33,787 | 1,851 | 0.01% | 0.01% | 41 | -3,914 | -10.38% | Q1 2026 | May 11, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 32,307 | 1,770 | 0.14% | 0.14% | 42 | -62 | -0.19% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 31,990 | 1,753 | 0.0% | 0.0% | 43 | +5,851 | 22.38% | Q1 2026 | May 04, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 31,560 | 1,729 | 0.18% | 0.18% | 44 | -1,033 | -3.17% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 25,268 | 1,384 | 0.0% | 0.0% | 45 | +1,814 | 7.73% | Q1 2026 | May 04, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 24,435 | 1,339 | 0.7% | 0.7% | 46 | -111 | -0.45% | Q1 2026 | Apr 27, 2026 |
| Kendall Capital Management | History | No change | 23,543 | 1,290 | 0.26% | 0.27% | 47 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 22,008 | 1,206 | 0.03% | 0.02% | 48 | +2,049 | 10.27% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 21,239 | 1,177 | 0.01% | 0.01% | 49 | +688 | 3.35% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 21,485 | 1,177 | 0.0% | 0.0% | 50 | +234 | 1.1% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 20,775 | 1,138 | 0.04% | — | 51 | +20,775 | New | Q1 2026 | May 14, 2026 |
| Phoenix Wealth Advisors | History | Added to | 19,912 | 1,091 | 0.43% | 0.42% | 52 | +104 | 0.53% | Q1 2026 | Apr 22, 2026 |
| Creekside Partners | History | Reduced | 19,784 | 1,084 | 0.45% | 0.48% | 53 | -498 | -2.46% | Q1 2026 | Apr 21, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 18,904 | 1,035 | 0.45% | 0.48% | 54 | -1,382 | -6.81% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 17,902 | 981 | 0.02% | 0.02% | 55 | -611 | -3.3% | Q1 2026 | May 18, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,464 | 847 | 0.0% | 0.0% | 56 | +1,352 | 9.58% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,155 | 785 | 0.01% | 0.02% | 58 | -14,224 | -50.12% | Q1 2026 | Apr 07, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 14,337 | 785 | 0.08% | 0.07% | 57 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Visionary Wealth Advisors | History | Added to | 13,937 | 763 | 0.03% | 0.03% | 59 | +214 | 1.56% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 13,486 | 739 | 0.0% | 0.0% | 60 | +5,626 | 71.58% | Q1 2026 | May 05, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 13,395 | 734 | 0.22% | 0.2% | 61 | +1,177 | 9.63% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 12,976 | 711 | 0.02% | 0.02% | 62 | +37 | 0.29% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 12,487 | 684 | 0.0% | 0.0% | 63 | +3,871 | 44.93% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 12,386 | 678 | 0.0% | 0.0% | 64 | +3,730 | 43.09% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 12,137 | 665 | 0.0% | 0.0% | 65 | +969 | 8.68% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Reduced | 11,174 | 612 | 0.0% | 0.03% | 66 | -215,222 | -95.06% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 11,123 | 609 | 0.0% | 0.0% | 67 | +32 | 0.29% | Q1 2026 | May 13, 2026 |
| MGB Wealth Management, LLC | History | No change | 10,825 | 605 | 0.17% | 0.17% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 10,667 | 584 | 0.04% | 0.04% | 69 | +352 | 3.41% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,801 | 579 | 0.0% | 0.0% | 70 | +2,174 | 25.2% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 10,484 | 574 | 0.0% | 0.0% | 71 | -2 | -0.02% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,213 | 559 | 0.01% | 0.01% | 72 | +1,134 | 12.49% | Q1 2026 | May 13, 2026 |
| Courage Miller Partners, LLC | History | Reduced | 9,712 | 532 | 0.15% | 0.16% | 73 | -47 | -0.48% | Q1 2026 | Apr 24, 2026 |
| GWN SECURITIES INC. | History | Added to | 9,338 | 511 | 0.1% | 0.1% | 74 | +604 | 6.92% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 9,225 | 505 | 0.03% | 0.04% | 75 | -882 | -8.73% | Q1 2026 | Apr 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 9,212 | 504 | 0.01% | 0.02% | 76 | -194 | -2.06% | Q1 2026 | Apr 09, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 8,996 | 492 | 0.08% | 0.08% | 77 | +973 | 12.13% | Q1 2026 | Apr 30, 2026 |
| Basepoint Wealth LLC | History | Added to | 8,366 | 458 | 0.26% | 0.28% | 78 | +7 | 0.08% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,154 | 454 | 0.0% | 0.0% | 79 | +3,937 | 93.36% | Q1 2026 | Apr 08, 2026 |
| J.M. Arbour, LLC | History | New | 8,094 | 443 | 0.43% | — | 80 | +8,094 | New | Q1 2026 | Apr 21, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 8,054 | 441 | 0.08% | 0.09% | 82 | -578 | -6.7% | Q1 2026 | Apr 22, 2026 |
| Synergy Financial Group, LTD | History | Added to | 8,053 | 441 | 0.33% | 0.31% | 81 | +161 | 2.04% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 7,959 | 436 | 0.0% | 0.0% | 83 | -246 | -3.0% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 7,903 | 433 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | Reduced | 6,856 | 415 | 0.39% | 0.39% | 85 | -49 | -0.71% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,185 | 394 | 0.0% | 0.0% | 86 | -2,341 | -24.57% | Q1 2026 | Apr 30, 2026 |
| Procyon Advisors, LLC | History | New | 7,139 | 391 | 0.02% | — | 87 | +7,139 | New | Q1 2026 | May 04, 2026 |
| rebel Financial LLC | History | Reduced | 6,951 | 380 | 0.16% | 0.17% | 88 | -168 | -2.36% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | New | 6,568 | 359 | 0.0% | — | 89 | +6,568 | New | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 6,200 | 339 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 6,056 | 331 | 0.0% | 0.0% | 91 | +618 | 11.36% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 6,018 | 329 | 0.0% | 0.0% | 92 | +607 | 11.22% | Q1 2026 | May 11, 2026 |
| Breakwater Capital Group | History | Reduced | 5,927 | 324 | 0.04% | 0.05% | 93 | -6 | -0.1% | Q1 2026 | Apr 20, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 5,800 | 317 | 0.01% | 0.01% | 94 | +1,036 | 21.75% | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 5,624 | 308 | 0.05% | 0.04% | 95 | +365 | 6.94% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,530 | 303 | 0.0% | 0.0% | 96 | +1 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Passive Capital Management, LLC. | History | New | 5,483 | 300 | 0.09% | — | 98 | +5,483 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 5,488 | 300 | 0.0% | 0.0% | 97 | +1,695 | 44.69% | Q1 2026 | May 15, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 5,396 | 295 | 0.02% | 0.02% | 100 | -2,000 | -27.04% | Q1 2026 | May 04, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 5,397 | 295 | 0.02% | 0.02% | 99 | -4 | -0.07% | Q1 2026 | Apr 20, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 5,357 | 293 | 0.02% | 0.01% | 101 | +1,639 | 44.08% | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 5,075 | 281 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | Added to | 5,121 | 280 | 0.14% | 0.15% | 103 | +25 | 0.49% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,003 | 274 | 0.0% | — | 104 | +5,003 | New | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | New | 4,965 | 272 | 0.0% | — | 106 | +4,965 | New | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,921 | 272 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 4,947 | 271 | 0.0% | 0.0% | 107 | +239 | 5.08% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,882 | 267 | 0.0% | 0.0% | 108 | +6 | 0.12% | Q1 2026 | May 12, 2026 |
| Wick Capital Partners, LLC | History | New | 4,995 | 266 | 0.05% | — | 109 | +4,995 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 4,688 | 256 | 0.0% | 0.0% | 110 | +1 | 0.02% | Q1 2026 | May 08, 2026 |
| Edge Financial Advisors LLC | History | No change | 4,525 | 250 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 4,358 | 239 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Asempa Wealth Advisors | History | Reduced | 4,305 | 238 | 0.21% | 0.21% | 113 | -15 | -0.35% | Q1 2026 | Apr 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,087 | 223 | 0.0% | 0.0% | 114 | +236 | 6.13% | Q1 2026 | Apr 20, 2026 |
| Opulen Financial Group LLC | History | Added to | 4,020 | 220 | 0.15% | 0.16% | 115 | +6 | 0.15% | Q1 2026 | Apr 29, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 3,908 | 214 | 0.01% | 0.01% | 116 | -376 | -8.78% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 3,914 | 214 | 0.02% | 0.03% | 117 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Added to | 3,867 | 211 | 0.08% | 0.07% | 118 | +132 | 3.53% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,820 | 209 | 0.02% | 0.03% | 120 | -2,694 | -41.36% | Q1 2026 | Apr 30, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,820 | 209 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,657 | 200 | 0.0% | 0.0% | 121 | -189 | -4.91% | Q1 2026 | May 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Reduced | 3,619 | 198 | 0.03% | 0.04% | 122 | -385 | -9.62% | Q1 2026 | May 06, 2026 |
| Whipplewood Advisors, LLC | History | No change | 3,300 | 180 | 0.09% | 0.12% | 123 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Opal Wealth Advisors, LLC | History | New | 3,146 | 172 | 0.04% | — | 124 | +3,146 | New | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,794 | 153 | 0.0% | 0.0% | 125 | +1 | 0.04% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,523 | 138 | 0.0% | 0.0% | 126 | +1,809 | 253.36% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,484 | 131 | 0.0% | 0.01% | 127 | +110 | 4.63% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,963 | 107 | 0.0% | 0.0% | 128 | -189 | -8.78% | Q1 2026 | Apr 27, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 1,944 | 106 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Western Wealth Management, LLC | History | New | 1,390 | 76 | 0.0% | — | 130 | +1,390 | New | Q1 2026 | May 19, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,291 | 70 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 1,262 | 69 | 0.02% | 0.02% | 133 | +2 | 0.16% | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | No change | 1,270 | 69 | 0.01% | 0.02% | 132 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,062 | 58 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,063 | 58 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Added to | 982 | 53 | 0.0% | 0.0% | 136 | +52 | 5.59% | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 899 | 49 | 0.03% | — | 137 | +899 | New | Q1 2026 | Apr 21, 2026 |
| ASSETMARK, INC | History | Reduced | 866 | 47 | 0.0% | 0.0% | 138 | -5 | -0.57% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 852 | 46 | 0.0% | — | 139 | +852 | New | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 622 | 34 | 0.01% | — | 140 | +622 | New | Q1 2026 | May 08, 2026 |
| Westend Capital Management, LLC | History | New | 579 | 31 | 0.01% | — | 142 | +579 | New | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | No change | 569 | 31 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 495 | 27 | 0.0% | 0.0% | 143 | +60 | 13.79% | Q1 2026 | May 04, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 469 | 25 | 0.0% | — | 144 | +469 | New | Q1 2026 | Apr 08, 2026 |
| Manchester Capital Management LLC | History | No change | 390 | 21 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | No change | 343 | 18 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 292 | 16 | 0.01% | 0.01% | 148 | -150 | -33.94% | Q1 2026 | Apr 30, 2026 |
| North Star Investment Management Corp. | History | Added to | 304 | 16 | 0.0% | 0.0% | 147 | +70 | 29.91% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 275 | 15 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PlanVest Financial, Inc | History | New | 250 | 13 | 0.01% | — | 150 | +250 | New | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 226 | 12 | 0.0% | 0.0% | 151 | -32 | -12.4% | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 186 | 10 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 174 | 9 | 0.0% | 0.0% | 153 | -187 | -51.8% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | New | 174 | 9 | 0.0% | — | 154 | +174 | New | Q1 2026 | May 07, 2026 |
| WPG Advisers, LLC | History | Added to | 113 | 6 | 0.0% | 0.0% | 155 | +1 | 0.89% | Q1 2026 | Apr 29, 2026 |
| Integrity Financial Corp /WA | History | No change | 76 | 4 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 76 | 4 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GeoWealth Management, LLC | History | New | 46 | 2 | 0.0% | — | 160 | +46 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 51 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 48 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 20 | 1 | 0.0% | — | 162 | +20 | New | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | No change | 25 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,400 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,716 | -100.0% | Q1 2026 | May 15, 2026 |
| Jacksonville Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -15,031 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,433 | -100.0% | Q1 2026 | May 11, 2026 |
| Towerpoint Wealth, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,624 | -100.0% | Q1 2026 | Apr 08, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,554 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BlueChip Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -4,312 | -100.0% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,671 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -2,926 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,568 | -100.0% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,410 | -100.0% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 14 | 0 | — | 0.0% | — | -485 | -97.19% | Q1 2026 | Apr 07, 2026 |
| Gleason Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q1 2026 | May 04, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |