iSHARES TRUST - ITA
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,001,157 | 656,503 | 0.04% | 0.04% | 1 | +7,660 | 0.26% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,997,974 | 655,806 | 0.05% | 0.05% | 2 | +104,802 | 3.62% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 2,321,685 | 507,868 | 0.13% | 0.18% | 3 | -830,712 | -26.35% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 1,729,564 | 378,342 | 0.06% | 0.02% | 4 | +1,085,446 | 168.52% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,364,622 | 298,510 | 0.06% | 0.05% | 5 | +94,036 | 7.4% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 943,175 | 204,808 | 0.05% | 0.04% | 6 | +170,797 | 22.11% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 773,234 | 169,144 | 0.05% | 0.05% | 7 | +47,918 | 6.61% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 718,807 | 157,238 | 0.0% | 0.0% | 8 | +257,411 | 55.79% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 697,903 | 152,666 | 0.04% | 0.3% | 9 | -4,018,072 | -85.2% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 588,542 | 128,743 | 0.02% | 0.0% | 10 | +457,863 | 350.37% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 559,124 | 122,308 | 0.02% | 0.02% | 11 | +59,323 | 11.87% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 578,027 | 121,842 | 0.01% | 0.01% | 12 | -105,188 | -15.4% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 531,976 | 116,369 | 0.07% | 0.06% | 13 | +100,628 | 23.33% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 499,791 | 109,379 | 0.16% | 0.13% | 14 | +78,533 | 18.64% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 381,674 | 83,491 | 0.09% | 0.15% | 15 | -251,945 | -39.76% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 334,192 | 73,104 | 0.2% | 0.38% | 16 | -390,843 | -53.91% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 333,668 | 72,989 | 0.1% | 0.12% | 17 | -92,365 | -21.68% | Q1 2026 | Apr 27, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 313,175 | 68,507 | 0.6% | 0.47% | 18 | +90,896 | 40.89% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 289,843 | 63,403 | 0.01% | 0.01% | 19 | +115,976 | 66.7% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 270,376 | 59,144 | 0.01% | 0.01% | 20 | -96,335 | -26.27% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 229,990 | 50,310 | 0.09% | 0.07% | 21 | +40,506 | 21.38% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 223,478 | 48,885 | 0.02% | 0.02% | 22 | +49,133 | 28.18% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 215,949 | 47,245 | 0.04% | 0.06% | 23 | -107,801 | -33.3% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 215,251 | 46,502 | 0.02% | 0.02% | 24 | +84,476 | 64.6% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 210,498 | 46,046 | 0.06% | 0.05% | 25 | +19,198 | 10.04% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 188,154 | 41,159 | 0.1% | 0.14% | 26 | -95,333 | -33.63% | Q1 2026 | Apr 22, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 186,144 | 40,718 | 0.05% | 0.07% | 27 | -46,719 | -20.06% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 177,817 | 38,898 | 0.04% | 0.04% | 28 | +3,117 | 1.78% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 173,088 | 37,863 | 0.0% | 0.01% | 29 | -24,106 | -12.22% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 167,916 | 36,732 | 0.09% | 0.1% | 30 | -220 | -0.13% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 167,739 | 36,226 | 0.23% | 0.14% | 31 | +70,913 | 73.24% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 148,508 | 32,486 | 0.01% | 0.01% | 32 | +11,075 | 8.06% | Q1 2026 | May 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 146,539 | 32,055 | 0.58% | 0.4% | 33 | +44,652 | 43.83% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 146,053 | 31,949 | 0.04% | 0.01% | 34 | +117,053 | 403.63% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 145,342 | 31,793 | 0.04% | 0.0% | 35 | +135,857 | 1432.34% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 140,861 | 30,023 | 0.54% | 0.13% | 36 | +129,468 | 1136.38% | Q1 2026 | May 01, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 136,311 | 29,818 | 0.43% | 0.4% | 37 | +23,018 | 20.32% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 134,383 | 29,396 | 0.7% | 0.69% | 38 | -8,989 | -6.27% | Q1 2026 | May 15, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 128,568 | 28,124 | 4.96% | 4.08% | 39 | +23,723 | 22.63% | Q1 2026 | Apr 20, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 127,774 | 27,940 | 0.02% | — | 40 | +127,774 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 107,384 | 23,490 | 0.49% | 0.55% | 41 | -6,245 | -5.5% | Q1 2026 | Apr 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 105,077 | 22,985 | 0.04% | 0.03% | 42 | +5,119 | 5.12% | Q1 2026 | May 14, 2026 |
| Janney Capital Management LLC | History | No change | 104,562 | 22,449 | 1.41% | 1.41% | 43 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 94,123 | 20,982 | 0.06% | 0.11% | 44 | +11,360 | 13.73% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 93,217 | 20,391 | 0.23% | 0.18% | 45 | +18,920 | 25.47% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Added to | 89,697 | 19,620 | 0.02% | 0.02% | 46 | +3,928 | 4.58% | Q1 2026 | May 13, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 85,744 | 18,756 | 4.85% | 5.3% | 47 | -10,544 | -10.95% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 85,107 | 18,617 | 0.15% | 0.9% | 48 | -407,107 | -82.71% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 82,808 | 18,375 | 0.04% | 0.05% | 49 | -69,388 | -45.59% | Q1 2026 | Apr 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 79,322 | 17,347 | 0.03% | 0.03% | 50 | -10,902 | -12.08% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 76,937 | 16,829 | 0.06% | 0.06% | 51 | +6,893 | 9.84% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 75,819 | 16,585 | 0.08% | 0.11% | 52 | -14,846 | -16.37% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | New | 75,209 | 16,451 | 0.0% | — | 53 | +75,209 | New | Q1 2026 | May 14, 2026 |
| Chicago Wealth Management, Inc. | History | Reduced | 74,340 | 16,261 | 6.49% | 6.49% | 54 | -904 | -1.2% | Q1 2026 | May 11, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | New | 70,900 | 15,509 | 0.54% | — | 55 | +70,900 | New | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 69,131 | 15,126 | 0.24% | 0.24% | 56 | +2,003 | 2.98% | Q1 2026 | Apr 14, 2026 |
| PRUDENTIAL PLC | History | Added to | 68,083 | 14,893 | 0.09% | 0.06% | 57 | +30,283 | 80.11% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 67,640 | 14,796 | 0.02% | 0.02% | 58 | +10 | 0.01% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 66,679 | 14,586 | 0.2% | 0.23% | 59 | -1,423 | -2.09% | Q1 2026 | May 01, 2026 |
| 360 Financial, Inc. | History | New | 65,869 | 14,408 | 4.34% | — | 60 | +65,869 | New | Q1 2026 | May 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 61,102 | 14,161 | 0.8% | 0.73% | 61 | +3,612 | 6.28% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 59,432 | 13,000 | 0.17% | 0.29% | 62 | -34,807 | -36.93% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 59,388 | 12,991 | 0.01% | 0.03% | 63 | -203,318 | -77.39% | Q1 2026 | May 12, 2026 |
| Royal Fund Management, LLC | History | New | 59,202 | 12,950 | 1.23% | — | 64 | +59,202 | New | Q1 2026 | May 19, 2026 |
| Arkadios Wealth Advisors | History | Added to | 59,015 | 12,909 | 0.21% | 0.17% | 65 | +19,351 | 48.79% | Q1 2026 | May 18, 2026 |
| Private Advisor Group, LLC | History | Reduced | 57,572 | 12,593 | 0.06% | 0.06% | 66 | -31 | -0.05% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 56,112 | 12,274 | 0.0% | 0.01% | 67 | -124,290 | -68.9% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 55,944 | 12,237 | 0.27% | 0.26% | 68 | +1,078 | 1.96% | Q1 2026 | May 15, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 52,153 | 11,779 | 3.27% | 3.36% | 69 | +155 | 0.3% | Q1 2026 | Apr 08, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 53,094 | 11,316 | 1.73% | 0.65% | 70 | -31,350 | -37.13% | Q1 2026 | May 01, 2026 |
| NorthRock Partners, LLC | History | Added to | 51,095 | 11,177 | 0.18% | 0.11% | 71 | +19,515 | 61.8% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Added to | 49,138 | 10,748 | 1.93% | 0.94% | 72 | +20,964 | 74.41% | Q1 2026 | Apr 22, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 48,041 | 10,509 | 0.11% | 0.11% | 73 | +3,235 | 7.22% | Q1 2026 | Apr 20, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 47,386 | 10,365 | 3.6% | 0.86% | 74 | +36,386 | 330.78% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Reduced | 45,381 | 9,927 | 0.11% | 0.23% | 75 | -47,375 | -51.07% | Q1 2026 | May 05, 2026 |
| EFG International AG | History | Added to | 44,711 | 9,777 | 0.21% | 0.12% | 76 | +15,690 | 54.06% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 43,211 | 9,452 | 0.01% | 0.01% | 77 | +5,609 | 14.92% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 43,164 | 9,442 | 0.07% | 0.09% | 78 | -8,490 | -16.44% | Q1 2026 | Apr 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 42,932 | 9,391 | 0.04% | 0.03% | 79 | +5,810 | 15.65% | Q1 2026 | May 13, 2026 |
| Well Done, LLC | History | Added to | 40,468 | 8,852 | 1.3% | 1.25% | 80 | +1,456 | 3.73% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 39,227 | 8,580 | 0.1% | 0.11% | 81 | +2,266 | 6.13% | Q1 2026 | Apr 23, 2026 |
| Ignite Planners, LLC | History | Added to | 38,927 | 8,515 | 1.31% | 1.19% | 82 | +5,554 | 16.64% | Q1 2026 | Apr 17, 2026 |
| CWM, LLC | History | Reduced | 37,986 | 8,309 | 0.02% | 0.26% | 83 | -415,867 | -91.63% | Q1 2026 | May 14, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 38,014 | 8,268 | 1.76% | 0.48% | 84 | +29,003 | 321.86% | Q1 2026 | May 01, 2026 |
| MRA Advisory Group | History | Reduced | 37,593 | 8,223 | 3.35% | 3.39% | 85 | -40 | -0.11% | Q1 2026 | Apr 22, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 37,212 | 8,140 | 1.76% | — | 86 | +37,212 | New | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 36,900 | 8,071 | 0.01% | — | 87 | +36,900 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 36,680 | 8,021 | 0.12% | 0.11% | 88 | +12,337 | 50.68% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | New | 36,541 | 7,993 | 0.83% | — | 89 | +36,541 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 35,069 | 7,664 | 0.03% | 0.03% | 90 | +4,242 | 13.76% | Q1 2026 | May 13, 2026 |
| CADINHA & CO LLC | History | New | 34,388 | 7,522 | 1.4% | — | 91 | +34,388 | New | Q1 2026 | May 11, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 34,018 | 7,441 | 3.64% | 3.55% | 92 | -1,493 | -4.2% | Q1 2026 | Apr 08, 2026 |
| WNY Asset Management, LLC | History | New | 33,983 | 7,433 | 0.77% | — | 93 | +33,983 | New | Q1 2026 | May 22, 2026 |
| Deane Retirement Strategies, Inc. | History | New | 33,876 | 7,400 | 2.98% | — | 94 | +33,876 | New | Q1 2026 | Apr 07, 2026 |
| ARRIEN INVESTMENTS, INC. | History | Reduced | 33,061 | 7,232 | 3.92% | 4.02% | 95 | -105 | -0.32% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 32,863 | 7,189 | 0.2% | 0.2% | 96 | -487 | -1.46% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 32,826 | 7,063 | 0.01% | 0.01% | 97 | +965 | 3.03% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 31,180 | 6,820 | 0.04% | 0.07% | 98 | -31,732 | -50.44% | Q1 2026 | May 05, 2026 |
| Bluesphere Advisors LLC | History | Added to | 31,180 | 6,820 | 2.42% | 2.51% | 99 | +4,739 | 17.92% | Q1 2026 | Apr 22, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 28,622 | 6,738 | 3.82% | 3.74% | 100 | +319 | 1.13% | Q1 2026 | Apr 17, 2026 |
| Belvedere Trading LLC | History | Added to | 30,587 | 6,690 | 0.01% | 0.0% | 101 | +26,987 | 749.64% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 30,481 | 6,667 | 0.43% | 0.34% | 102 | +6,594 | 27.6% | Q1 2026 | Apr 15, 2026 |
| Yarbrough Capital, LLC | History | No change | 30,393 | 6,648 | 0.23% | 0.2% | 103 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| 5th Street Advisors, LLC | History | Added to | 29,320 | 6,413 | 2.76% | 2.91% | 104 | +272 | 0.94% | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 28,960 | 6,334 | 0.02% | 0.01% | 105 | +3,511 | 13.8% | Q1 2026 | May 08, 2026 |
| Kilter Group LLC | History | Added to | 28,878 | 6,317 | 2.72% | 2.02% | 106 | +7,554 | 35.42% | Q1 2026 | May 14, 2026 |
| Accel Wealth Management | History | Added to | 28,809 | 6,301 | 1.64% | 1.54% | 107 | +2,559 | 9.75% | Q1 2026 | Apr 08, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 28,442 | 6,221 | 0.24% | 0.25% | 108 | -3,472 | -10.88% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 28,883 | 6,200 | 0.11% | 0.11% | 109 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PW Nova Financial Services LLC | History | Added to | 28,226 | 6,174 | 1.55% | 2.02% | 110 | +4,254 | 17.75% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 27,812 | 6,083 | 0.05% | 0.09% | 111 | -8,633 | -23.69% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Added to | 27,465 | 6,008 | 0.13% | 0.03% | 112 | +21,055 | 328.47% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 27,429 | 6,000 | 0.03% | 0.01% | 113 | +20,105 | 274.51% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 27,407 | 5,995 | 0.01% | 0.01% | 114 | -274 | -0.99% | Q1 2026 | May 14, 2026 |
| Excelsior Advisor Network LLC | History | Added to | 27,358 | 5,984 | 2.28% | 2.84% | 115 | +136 | 0.5% | Q1 2026 | May 15, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 27,351 | 5,983 | 1.82% | 1.97% | 116 | +525 | 1.96% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | Reduced | 26,860 | 5,875 | 0.21% | 0.3% | 117 | -3,075 | -10.27% | Q1 2026 | May 19, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 26,685 | 5,837 | 0.09% | 0.11% | 118 | -3,375 | -11.23% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Added to | 26,628 | 5,824 | 0.0% | 0.0% | 119 | +3,377 | 14.52% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 26,553 | 5,808 | 0.01% | 0.01% | 120 | +2,951 | 12.5% | Q1 2026 | May 15, 2026 |
| Principle Wealth Partners LLC | History | Reduced | 25,867 | 5,658 | 0.32% | 0.32% | 121 | -400 | -1.52% | Q1 2026 | May 07, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 25,618 | 5,603 | 0.09% | — | 122 | +25,618 | New | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 25,082 | 5,486 | 0.15% | 0.13% | 123 | +2,344 | 10.31% | Q1 2026 | May 14, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Reduced | 25,016 | 5,472 | 0.74% | 0.73% | 124 | -113 | -0.45% | Q1 2026 | Apr 08, 2026 |
| Summit Financial, LLC | History | Added to | 24,872 | 5,440 | 0.07% | 0.07% | 125 | +1,550 | 6.65% | Q1 2026 | May 15, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 24,715 | 5,406 | 3.81% | 3.58% | 126 | +1,326 | 5.67% | Q1 2026 | Apr 17, 2026 |
| CX Institutional | History | Added to | 24,312 | 5,318 | 0.16% | 0.01% | 127 | +22,715 | 1422.35% | Q1 2026 | Apr 06, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Reduced | 24,091 | 5,269 | 3.96% | 4.12% | 128 | -1,945 | -7.47% | Q1 2026 | Apr 23, 2026 |
| High Falls Advisors, Inc | History | No change | 24,514 | 5,262 | 1.07% | 1.07% | 129 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 23,535 | 5,146 | 0.04% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 23,475 | 5,135 | 0.03% | 0.32% | 131 | -395,688 | -94.4% | Q1 2026 | Apr 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 23,392 | 5,117 | 0.01% | 0.01% | 132 | +7,509 | 47.28% | Q1 2026 | May 05, 2026 |
| Apollon Financial, LLC | History | Added to | 23,366 | 5,111 | 0.71% | 0.65% | 133 | +2,638 | 12.73% | Q1 2026 | Apr 22, 2026 |
| Steele Capital Management, Inc. | History | Added to | 23,017 | 5,034 | 0.21% | 0.19% | 134 | +2,040 | 9.72% | Q1 2026 | Apr 29, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 22,889 | 5,007 | 1.02% | 0.75% | 135 | +8,433 | 58.34% | Q1 2026 | Apr 13, 2026 |
| XTX Topco Ltd | History | New | 22,808 | 4,989 | 0.09% | — | 136 | +22,808 | New | Q1 2026 | May 15, 2026 |
| Capstone Wealth Management Group LLC | History | Added to | 22,319 | 4,882 | 3.0% | 2.86% | 137 | +325 | 1.48% | Q1 2026 | Apr 16, 2026 |
| VICUS CAPITAL | History | Reduced | 22,041 | 4,821 | 0.35% | 0.37% | 138 | -910 | -3.96% | Q1 2026 | Apr 22, 2026 |
| Financial Partners Group, Inc | History | Added to | 21,831 | 4,775 | 0.57% | 0.57% | 139 | +507 | 2.38% | Q1 2026 | Apr 10, 2026 |
| Monument Capital Management | History | New | 21,667 | 4,739 | 1.19% | — | 141 | +21,667 | New | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Reduced | 21,667 | 4,739 | 0.08% | 0.08% | 140 | -2,371 | -9.86% | Q1 2026 | Apr 27, 2026 |
| Rothschild Wealth LLC | History | Added to | 21,615 | 4,728 | 0.43% | 0.41% | 142 | +1,723 | 8.66% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 21,430 | 4,687 | 0.05% | 0.06% | 143 | -640 | -2.9% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 21,253 | 4,649 | 0.01% | 0.01% | 144 | -1,808 | -7.84% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 21,261 | 4,622 | 0.0% | — | 145 | +21,261 | New | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | Added to | 20,810 | 4,552 | 0.05% | 0.03% | 146 | +15,612 | 300.35% | Q1 2026 | May 12, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 20,766 | 4,542 | 0.01% | 0.0% | 147 | +6,700 | 47.63% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 20,424 | 4,467 | 0.03% | 0.02% | 148 | +3,013 | 17.31% | Q1 2026 | May 05, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 20,283 | 4,436 | 0.27% | 0.25% | 149 | +646 | 3.29% | Q1 2026 | May 01, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 20,095 | 4,395 | 0.08% | — | 150 | +20,095 | New | Q1 2026 | Apr 27, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 20,115 | 4,388 | 0.0% | 0.0% | 151 | +1,711 | 9.3% | Q1 2026 | May 14, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | New | 20,030 | 4,381 | 0.92% | — | 152 | +20,030 | New | Q1 2026 | Apr 13, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 19,746 | 4,319 | 1.35% | 1.23% | 153 | +1,178 | 6.34% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Added to | 19,623 | 4,292 | 0.12% | 0.12% | 154 | +1,360 | 7.45% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,324 | 4,227 | 0.05% | 0.05% | 155 | +591 | 3.15% | Q1 2026 | Apr 20, 2026 |
| Kovack Advisors, Inc. | History | Added to | 19,104 | 4,217 | 0.22% | 0.09% | 156 | +10,457 | 120.93% | Q1 2026 | May 12, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 19,054 | 4,168 | 0.23% | 0.23% | 157 | -993 | -4.95% | Q1 2026 | Apr 13, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 21,291 | 4,145 | 0.31% | 0.31% | 158 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 18,832 | 4,119 | 0.03% | 0.03% | 159 | +2,254 | 13.6% | Q1 2026 | May 12, 2026 |
| Evolution Wealth Advisors, LLC | History | Added to | 18,738 | 4,098 | 0.42% | 0.38% | 160 | +990 | 5.58% | Q1 2026 | May 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 18,698 | 4,090 | 0.23% | 0.23% | 161 | +9,832 | 110.9% | Q1 2026 | Apr 22, 2026 |
| HERBST GROUP, LLC | History | Reduced | 18,558 | 4,059 | 2.51% | 2.34% | 162 | -3 | -0.02% | Q1 2026 | Apr 09, 2026 |
| Waverly Advisors, LLC | History | Added to | 18,490 | 4,044 | 0.03% | 0.03% | 163 | +762 | 4.3% | Q1 2026 | May 15, 2026 |
| PHILADELPHIA TRUST CO | History | Added to | 18,090 | 3,957 | 0.28% | 0.27% | 164 | +122 | 0.68% | Q1 2026 | May 13, 2026 |
| LM Advisors LLC | History | Added to | 866 | 3,957 | 0.06% | 0.07% | 165 | +25 | 2.97% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 18,590 | 3,918 | 0.14% | 0.01% | 166 | +16,780 | 927.07% | Q1 2026 | May 15, 2026 |
| TigerOak Management, L.L.C. | History | Reduced | 17,861 | 3,907 | 1.23% | 1.18% | 167 | -96 | -0.53% | Q1 2026 | Apr 21, 2026 |
| Tudor Financial Inc. | History | Reduced | 17,649 | 3,860 | 1.97% | 1.97% | 168 | -251 | -1.4% | Q1 2026 | May 15, 2026 |
| BigSur Wealth Management LLC | History | Reduced | 17,607 | 3,851 | 1.08% | 1.2% | 169 | -5,350 | -23.3% | Q1 2026 | Apr 22, 2026 |
| Quadrature Capital Ltd | History | Reduced | 17,410 | 3,808 | 0.05% | 0.48% | 170 | -202,473 | -92.08% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 17,084 | 3,737 | 0.17% | 0.23% | 171 | -5,516 | -24.41% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 17,035 | 3,721 | 0.28% | 0.06% | 172 | +12,713 | 294.15% | Q1 2026 | May 20, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 17,004 | 3,719 | 0.02% | 0.02% | 173 | +1,899 | 12.57% | Q1 2026 | May 14, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 16,889 | 3,694 | 0.77% | 0.7% | 174 | +2,044 | 13.77% | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 16,889 | 3,694 | 3.15% | 3.07% | 175 | +2,044 | 13.77% | Q1 2026 | May 14, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 15,750 | 3,445 | 0.18% | 0.16% | 176 | +1,293 | 8.94% | Q1 2026 | Apr 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 15,748 | 3,444 | 0.05% | 0.11% | 177 | -16,564 | -51.26% | Q1 2026 | May 13, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 15,552 | 3,402 | 0.67% | 0.69% | 178 | +287 | 1.88% | Q1 2026 | Apr 20, 2026 |
| Csenge Advisory Group | History | Reduced | 15,534 | 3,398 | 0.16% | 0.2% | 180 | -5,360 | -25.65% | Q1 2026 | Apr 30, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 15,537 | 3,398 | 0.08% | 0.09% | 179 | -518 | -3.23% | Q1 2026 | Apr 29, 2026 |
| Capital Wealth Alliance, LLC | History | New | 15,195 | 3,323 | 1.5% | — | 181 | +15,195 | New | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 15,129 | 3,309 | 0.04% | 0.04% | 182 | -50 | -0.33% | Q1 2026 | May 13, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 15,680 | 3,305 | 0.14% | 0.09% | 183 | +8,250 | 111.04% | Q1 2026 | Apr 27, 2026 |
| Trilogy Capital Inc. | History | Added to | 14,914 | 3,262 | 0.14% | 0.14% | 184 | +368 | 2.53% | Q1 2026 | Apr 21, 2026 |
| SHARPEPOINT LLC | History | Reduced | 14,896 | 3,258 | 1.94% | 1.96% | 185 | -315 | -2.07% | Q1 2026 | May 05, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 14,880 | 3,255 | 0.42% | 0.43% | 186 | +74 | 0.5% | Q1 2026 | Apr 27, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 14,843 | 3,246 | 0.25% | 0.15% | 187 | +6,267 | 73.08% | Q1 2026 | Apr 22, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 14,559 | 3,184 | 0.1% | 0.12% | 188 | -1,433 | -8.96% | Q1 2026 | May 06, 2026 |
| Certified Advisory Corp | History | Added to | 14,408 | 3,151 | 0.28% | 0.27% | 189 | +392 | 2.8% | Q1 2026 | Apr 17, 2026 |
| TSFG, LLC | History | Added to | 14,107 | 3,086 | 0.47% | 0.44% | 190 | +313 | 2.27% | Q1 2026 | Apr 27, 2026 |
| Div Capital Phoenix Assets Ltd | History | New | 14,000 | 3,062 | 0.7% | — | 191 | +14,000 | New | Q1 2026 | Apr 21, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 13,946 | 3,050 | 0.44% | 0.43% | 192 | +290 | 2.12% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 13,886 | 3,022 | 0.01% | 0.03% | 193 | -10,026 | -41.93% | Q1 2026 | May 15, 2026 |
| Systelligence, LLC | History | New | 13,736 | 3,004 | 0.58% | — | 194 | +13,736 | New | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 13,504 | 2,953 | 0.19% | 0.2% | 195 | -229 | -1.67% | Q1 2026 | May 15, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 13,352 | 2,920 | 1.31% | 1.15% | 196 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Indie Asset Partners, LLC | History | Added to | 13,221 | 2,892 | 3.3% | 2.95% | 197 | +886 | 7.18% | Q1 2026 | May 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 13,189 | 2,885 | 0.2% | 0.16% | 198 | +3,072 | 30.36% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO | History | Reduced | 12,754 | 2,872 | 0.03% | 0.03% | 199 | -40 | -0.31% | Q1 2026 | Apr 28, 2026 |
| Maxele Advisors, LLC | History | No change | 13,245 | 2,843 | 2.31% | 2.31% | 200 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 12,975 | 2,838 | 0.04% | 0.49% | 201 | -162,847 | -92.62% | Q1 2026 | May 11, 2026 |
| Tandem Financial, LLC | History | Reduced | 12,872 | 2,815 | 0.9% | 2.56% | 202 | -1,840 | -12.51% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 12,853 | 2,811 | 0.01% | 0.01% | 203 | -2,157 | -14.37% | Q1 2026 | May 06, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 12,689 | 2,775 | 0.02% | 0.02% | 204 | +20 | 0.16% | Q1 2026 | May 05, 2026 |
| Jupiter Wealth Management LLC | History | No change | 12,249 | 2,764 | 1.09% | 1.27% | 205 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 12,597 | 2,755 | 0.02% | 0.08% | 206 | -37,506 | -74.86% | Q1 2026 | May 13, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 12,389 | 2,710 | 0.37% | 0.37% | 207 | +199 | 1.63% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,268 | 2,683 | 0.05% | 0.04% | 209 | +2,708 | 28.33% | Q1 2026 | May 07, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 12,267 | 2,683 | 0.01% | 0.01% | 208 | -7 | -0.06% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 12,200 | 2,668 | 0.01% | 0.01% | 210 | -5,200 | -29.89% | Q1 2026 | May 14, 2026 |
| Fort Baker Capital Management LP | History | New | 12,083 | 2,643 | 0.21% | — | 211 | +12,083 | New | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 12,031 | 2,631 | 0.05% | 0.06% | 212 | -1,750 | -12.7% | Q1 2026 | May 14, 2026 |
| Waratah Capital Advisors Ltd. | History | New | 11,970 | 2,618 | 0.1% | — | 213 | +11,970 | New | Q1 2026 | May 11, 2026 |
| Keel Point, LLC | History | No change | 12,088 | 2,595 | 0.16% | 0.16% | 214 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 11,856 | 2,593 | 0.5% | 0.53% | 215 | -1,034 | -8.02% | Q1 2026 | May 12, 2026 |
| CDKV HOLDINGS LLC | History | Added to | 11,847 | 2,591 | 2.27% | 2.06% | 216 | +388 | 3.39% | Q1 2026 | May 01, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 11,887 | 2,533 | 0.16% | 0.78% | 217 | -42,687 | -78.22% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 11,584 | 2,533 | 0.0% | — | 218 | +11,584 | New | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 11,535 | 2,523 | 0.09% | 0.08% | 219 | +159 | 1.4% | Q1 2026 | Apr 22, 2026 |
| Brookstone Capital Management | History | Reduced | 11,531 | 2,522 | 0.03% | 0.05% | 220 | -9,509 | -45.19% | Q1 2026 | Apr 16, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 11,398 | 2,493 | 1.63% | 1.63% | 221 | -370 | -3.14% | Q1 2026 | Apr 28, 2026 |
| Wealth Quarterback LLC | History | Added to | 11,393 | 2,492 | 0.98% | 0.33% | 222 | +7,094 | 165.02% | Q1 2026 | Apr 09, 2026 |
| Focus Financial Network, Inc. | History | Added to | 11,332 | 2,478 | 0.09% | 0.08% | 223 | +601 | 5.6% | Q1 2026 | Apr 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 11,293 | 2,470 | 0.06% | 0.05% | 224 | +2,962 | 35.55% | Q1 2026 | Apr 07, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 11,274 | 2,466 | 0.02% | 0.01% | 225 | +2,478 | 28.17% | Q1 2026 | May 15, 2026 |
| Future Financial Wealth Managment LLC | History | Added to | 10,482 | 2,452 | 1.58% | 1.62% | 226 | +363 | 3.59% | Q1 2026 | Apr 16, 2026 |
| HRT FINANCIAL LP | History | Added to | 11,195 | 2,448 | 0.01% | 0.01% | 227 | +2,035 | 22.22% | Q1 2026 | May 14, 2026 |
| Resolute Wealth Strategies, LLC | History | New | 11,120 | 2,432 | 1.05% | — | 229 | +11,120 | New | Q1 2026 | May 07, 2026 |
| COMMERCE BANK | History | Added to | 11,122 | 2,432 | 0.01% | 0.0% | 228 | +7,758 | 230.62% | Q1 2026 | May 11, 2026 |
| JBR Co Financial Management Inc | History | No change | 11,182 | 2,400 | 1.0% | 1.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 10,959 | 2,397 | 0.62% | 0.57% | 231 | -364 | -3.21% | Q1 2026 | Apr 28, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,771 | 2,356 | 0.0% | — | 232 | +10,771 | New | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 10,708 | 2,342 | 0.0% | 0.0% | 233 | -674 | -5.92% | Q1 2026 | May 05, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Reduced | 10,663 | 2,332 | 0.77% | 1.16% | 234 | -4,193 | -28.22% | Q1 2026 | May 12, 2026 |
| Global Financial Private Client, LLC | History | Added to | 10,404 | 2,275 | 0.74% | 0.76% | 235 | +288 | 2.85% | Q1 2026 | Apr 20, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 10,383 | 2,271 | 0.76% | 0.74% | 236 | +57 | 0.55% | Q1 2026 | May 05, 2026 |
| PFG Investments, LLC | History | Added to | 10,285 | 2,249 | 0.1% | 0.1% | 237 | +520 | 5.33% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 10,224 | 2,236 | 0.0% | 0.0% | 238 | -1,162 | -10.21% | Q1 2026 | May 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 10,217 | 2,234 | 0.11% | 0.1% | 239 | +1,590 | 18.43% | Q1 2026 | Apr 23, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 10,198 | 2,231 | 0.69% | 0.64% | 240 | +558 | 5.79% | Q1 2026 | May 01, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 10,135 | 2,216 | 0.25% | 0.24% | 241 | -243 | -2.34% | Q1 2026 | Apr 16, 2026 |
| Breachway Investments LLC | History | Added to | 9,799 | 2,191 | 2.1% | 2.2% | 242 | +96 | 0.99% | Q1 2026 | Apr 13, 2026 |
| Union Square Park Capital Management, LLC | History | New | 10,000 | 2,187 | 1.24% | — | 243 | +10,000 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 9,961 | 2,179 | 0.02% | 0.03% | 244 | -1,956 | -16.41% | Q1 2026 | May 12, 2026 |
| Moors & Cabot, Inc. | History | Added to | 9,916 | 2,169 | 0.09% | 0.09% | 245 | +556 | 5.94% | Q1 2026 | May 08, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 9,897 | 2,164 | 0.54% | 0.54% | 246 | -489 | -4.71% | Q1 2026 | Apr 28, 2026 |
| BlueCrest Capital Management Ltd | History | New | 9,867 | 2,158 | 0.13% | — | 247 | +9,867 | New | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 9,750 | 2,132 | 0.21% | 0.21% | 248 | -41 | -0.42% | Q1 2026 | Apr 27, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 9,660 | 2,113 | 0.25% | 0.26% | 249 | -612 | -5.96% | Q1 2026 | Apr 21, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 13,741 | 2,103 | 0.69% | — | 250 | +13,741 | New | Q1 2026 | May 13, 2026 |
| Family Legacy, Inc. | History | Reduced | 9,579 | 2,095 | 0.63% | 0.73% | 251 | -1,761 | -15.53% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,552 | 2,089 | 0.0% | 0.01% | 252 | -43,012 | -81.83% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Added to | 9,539 | 2,086 | 0.1% | 0.1% | 253 | +214 | 2.29% | Q1 2026 | May 05, 2026 |
| Base Wealth Management LLC | History | New | 9,504 | 2,079 | 1.16% | — | 254 | +9,504 | New | Q1 2026 | Apr 29, 2026 |
| Ciovacco Capital Management LLC | History | New | 9,500 | 2,078 | 1.21% | — | 255 | +9,500 | New | Q1 2026 | May 11, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 9,675 | 2,077 | 0.61% | 0.61% | 256 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 9,478 | 2,073 | 1.0% | 0.8% | 258 | +2,509 | 36.0% | Q1 2026 | May 12, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 9,479 | 2,073 | 0.84% | 0.79% | 257 | -245 | -2.52% | Q1 2026 | May 13, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 9,420 | 2,060 | 0.74% | 0.69% | 259 | +513 | 5.76% | Q1 2026 | Apr 14, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Reduced | 9,405 | 2,057 | 1.35% | 1.45% | 260 | -824 | -8.06% | Q1 2026 | May 07, 2026 |
| Private Wealth Advisors, LLC | History | New | 9,398 | 2,055 | 0.58% | — | 261 | +9,398 | New | Q1 2026 | May 13, 2026 |
| Somerset Group LLC | History | Reduced | 8,800 | 2,041 | 1.52% | 1.5% | 262 | -8 | -0.09% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 9,272 | 2,028 | 0.0% | 0.0% | 263 | -1,601 | -14.72% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 9,123 | 1,995 | 0.01% | 0.01% | 264 | -103 | -1.12% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Reduced | 9,097 | 1,988 | 0.16% | 0.31% | 265 | -5,808 | -38.97% | Q1 2026 | May 01, 2026 |
| Sowell Financial Services LLC | History | Added to | 9,011 | 1,971 | 0.07% | 0.07% | 266 | +732 | 8.84% | Q1 2026 | Apr 20, 2026 |
| COMPASS CAPITAL CORP /MA/ /ADV | History | Added to | 8,835 | 1,969 | 0.71% | 0.77% | 267 | +1 | 0.01% | Q1 2026 | May 08, 2026 |
| Tepp RIA, LLC | History | Added to | 8,814 | 1,928 | 1.51% | 0.38% | 268 | +7,014 | 389.67% | Q1 2026 | Apr 22, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 8,804 | 1,925 | 0.09% | 0.1% | 269 | -541 | -5.79% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 8,765 | 1,917 | 0.03% | 0.02% | 270 | +2,974 | 51.36% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,546 | 1,911 | 0.02% | 0.04% | 271 | -10,784 | -55.79% | Q1 2026 | Apr 07, 2026 |
| BROWN ADVISORY INC | History | Added to | 8,625 | 1,886 | 0.0% | 0.0% | 272 | +538 | 6.65% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 8,591 | 1,879 | 0.01% | 0.01% | 273 | +371 | 4.51% | Q1 2026 | May 13, 2026 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | History | No change | 8,650 | 1,857 | 0.82% | 0.82% | 274 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 8,482 | 1,855 | 0.67% | 0.63% | 275 | -111 | -1.29% | Q1 2026 | Apr 16, 2026 |
| Vision Retirement, LLC | History | Added to | 8,437 | 1,845 | 0.52% | 0.48% | 277 | +103 | 1.24% | Q1 2026 | May 07, 2026 |
| Beckerman Institutional, LLC | History | Reduced | 8,435 | 1,845 | 0.98% | 1.03% | 276 | -90 | -1.06% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Added to | 8,422 | 1,842 | 0.01% | 0.01% | 278 | +519 | 6.57% | Q1 2026 | May 15, 2026 |
| Artemis Wealth Advisors, LLC | History | Added to | 8,420 | 1,841 | 0.28% | 0.26% | 279 | +6 | 0.07% | Q1 2026 | May 14, 2026 |
| Wealth Management Partners, LLC | History | Added to | 8,411 | 1,839 | 0.53% | 0.28% | 280 | +3,812 | 82.89% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 8,513 | 1,827 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAMPBELL CAPITAL MANAGEMENT INC | History | New | 8,300 | 1,816 | 0.87% | — | 282 | +8,300 | New | Q1 2026 | May 01, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 8,280 | 1,811 | 0.21% | 0.2% | 283 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 8,270 | 1,809 | 0.11% | 0.13% | 285 | -900 | -9.81% | Q1 2026 | Apr 20, 2026 |
| EVOKE WEALTH, LLC | History | No change | 8,270 | 1,809 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,233 | 1,801 | 0.06% | — | 287 | +8,233 | New | Q1 2026 | May 15, 2026 |
| McGuire Investment Group, LLC | History | Added to | 8,234 | 1,801 | 0.2% | 0.18% | 286 | +387 | 4.93% | Q1 2026 | Apr 28, 2026 |
| Owen LaRue, LLC | History | Reduced | 8,188 | 1,791 | 0.69% | 0.69% | 288 | -224 | -2.66% | Q1 2026 | Apr 30, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 8,162 | 1,785 | 0.07% | 0.08% | 289 | -1,728 | -17.47% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 8,112 | 1,774 | 0.04% | 0.13% | 290 | -17,341 | -68.13% | Q1 2026 | May 04, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 8,072 | 1,765 | 0.2% | 0.18% | 291 | -260 | -3.12% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 8,023 | 1,755 | 0.01% | 0.01% | 292 | +892 | 12.51% | Q1 2026 | May 01, 2026 |
| Keystone Financial Group | History | Added to | 8,021 | 1,754 | 0.12% | 0.12% | 293 | +684 | 9.32% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 7,988 | 1,747 | 0.04% | 0.03% | 294 | +1,448 | 22.14% | Q1 2026 | May 15, 2026 |
| Massachusetts Wealth Management | History | Reduced | 7,935 | 1,735 | 0.75% | 0.8% | 295 | -57 | -0.71% | Q1 2026 | Apr 15, 2026 |
| Realta Investment Advisors | History | Added to | 7,911 | 1,730 | 0.6% | 0.37% | 297 | +2,584 | 48.51% | Q1 2026 | Apr 22, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 7,910 | 1,730 | 0.84% | 0.82% | 296 | +24 | 0.3% | Q1 2026 | May 07, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 7,892 | 1,726 | 1.39% | 0.83% | 298 | +3,043 | 62.76% | Q1 2026 | Apr 16, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 7,880 | 1,724 | 0.05% | 0.05% | 299 | -130 | -1.62% | Q1 2026 | Apr 21, 2026 |
| CHOREO, LLC | History | Added to | 7,878 | 1,723 | 0.02% | 0.02% | 300 | +1,171 | 17.46% | Q1 2026 | May 12, 2026 |