iSHARES TRUST - ITB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,962,234 | 630,430 | 0.05% | 0.04% | 1 | +1,182,332 | 20.46% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,440,631 | 220,999 | 0.01% | 0.01% | 2 | +446,289 | 22.38% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,480,662 | 134,073 | 0.06% | 0.04% | 3 | +647,508 | 77.72% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,039,023 | 94,083 | 0.02% | 0.02% | 4 | -165,950 | -13.77% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 1,030,000 | 93,266 | 0.15% | 0.27% | 5 | -674,500 | -39.57% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 940,179 | 85,133 | 0.01% | 0.02% | 6 | -333,264 | -26.17% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 897,322 | 81,252 | 0.01% | 0.02% | 7 | -865,855 | -49.11% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 711,526 | 64,428 | 0.01% | 0.03% | 8 | -1,460,927 | -67.25% | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | Reduced | 643,452 | 58,265 | 2.17% | 2.21% | 9 | -90 | -0.01% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 588,900 | 53,324 | 0.01% | 0.02% | 10 | -767,994 | -56.6% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 518,709 | 46,969 | 0.01% | 0.01% | 11 | +161,850 | 45.35% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 472,574 | 42,791 | 0.02% | 0.04% | 12 | -420,840 | -47.1% | Q1 2026 | May 12, 2026 |
| PEAK6 LLC | History | Added to | 402,100 | 36,410 | 0.09% | 0.04% | 13 | +186,800 | 86.76% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 385,693 | 34,924 | 0.01% | 0.02% | 14 | -436,795 | -53.11% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 376,773 | 34,116 | 0.01% | 0.01% | 15 | +4,593 | 1.23% | Q1 2026 | May 11, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 300,000 | 27,165 | 0.16% | 0.19% | 16 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 279,171 | 25,278 | 0.03% | 0.03% | 17 | +34,186 | 13.95% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 257,880 | 23,351 | 0.01% | 0.0% | 18 | +57,694 | 28.82% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 178,683 | 16,179 | 0.01% | 0.02% | 19 | -435,915 | -70.93% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 173,559 | 15,716 | 0.0% | 0.0% | 20 | -41,916 | -19.45% | Q1 2026 | May 15, 2026 |
| Main Management LLC | History | Reduced | 165,379 | 14,975 | 1.09% | 1.19% | 21 | -5,992 | -3.5% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 147,832 | 13,386 | 0.06% | 0.14% | 22 | -358,095 | -70.78% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 148,520 | 13,081 | 0.0% | 0.0% | 23 | +39,232 | 35.9% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Reduced | 131,861 | 11,940 | 0.02% | 0.02% | 24 | -49,290 | -27.21% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 125,191 | 11,328 | 0.0% | 0.0% | 25 | -23,359 | -15.72% | Q1 2026 | May 15, 2026 |
| Night Squared LP | History | Added to | 123,055 | 11,142 | 1.64% | 2.2% | 26 | +41,932 | 51.69% | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | New | 109,758 | 9,938 | 0.33% | — | 27 | +109,758 | New | Q1 2026 | May 14, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 100,000 | 9,055 | 0.02% | 0.02% | 28 | -23,700 | -19.16% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 95,012 | 8,603 | 0.02% | 0.01% | 29 | +27,529 | 40.79% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 93,082 | 8,428 | 0.58% | 0.57% | 30 | +6,394 | 7.38% | Q1 2026 | May 12, 2026 |
| Shay Capital LLC | History | New | 75,000 | 6,791 | 0.57% | — | 31 | +75,000 | New | Q1 2026 | May 15, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 70,286 | 6,364 | 0.53% | 0.53% | 32 | +1,153 | 1.67% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 67,700 | 6,130 | 0.01% | 0.01% | 33 | -7,823 | -10.36% | Q1 2026 | May 14, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | Reduced | 67,229 | 6,087 | 0.22% | 0.23% | 34 | -9,874 | -12.81% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 67,117 | 6,077 | 0.28% | 0.11% | 35 | +42,426 | 171.83% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Wealth | History | Reduced | 67,045 | 6,070 | 0.01% | 0.01% | 36 | -1,639 | -2.39% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Added to | 66,693 | 6,039 | 0.03% | 0.0% | 37 | +61,430 | 1167.21% | Q1 2026 | May 13, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 64,120 | 5,806 | 0.98% | 0.06% | 38 | +60,473 | 1658.16% | Q1 2026 | Apr 28, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Added to | 63,439 | 5,744 | 0.09% | 0.09% | 39 | +25 | 0.04% | Q1 2026 | May 12, 2026 |
| J. Goldman & Co LP | History | Added to | 62,071 | 5,620 | 0.16% | 0.09% | 40 | +25,405 | 69.29% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 61,797 | 5,596 | 0.01% | 0.01% | 41 | +3,135 | 5.34% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 61,167 | 5,538 | 0.01% | 0.01% | 42 | -15,603 | -20.32% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 60,530 | 5,480 | 0.01% | 0.01% | 43 | -15,747 | -20.64% | Q1 2026 | May 15, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 56,080 | 5,078 | 3.58% | 3.89% | 44 | -622 | -1.1% | Q1 2026 | Apr 17, 2026 |
| SummitTX Capital, L.P. | History | New | 53,378 | 4,833 | 0.15% | — | 45 | +53,378 | New | Q1 2026 | May 15, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 52,578 | 4,760 | 2.33% | 2.46% | 46 | -2,308 | -4.21% | Q1 2026 | Apr 08, 2026 |
| Alphadyne Asset Management LP | History | No change | 51,700 | 4,681 | 0.08% | 0.12% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EMG Holdings, L.P. | History | Reduced | 50,000 | 4,527 | 1.14% | 7.12% | 48 | -50,000 | -50.0% | Q1 2026 | May 19, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | Added to | 47,168 | 4,271 | 1.98% | 1.92% | 49 | +10,586 | 28.94% | Q1 2026 | Apr 13, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 47,000 | 4,255 | 0.7% | 0.6% | 50 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 45,824 | 4,150 | 0.0% | 0.0% | 51 | +5,510 | 13.67% | Q1 2026 | May 12, 2026 |
| McGuire Investment Group, LLC | History | Added to | 45,758 | 4,143 | 0.47% | 0.47% | 52 | +184 | 0.4% | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 44,637 | 4,041 | 0.13% | 0.17% | 53 | -6,027 | -11.9% | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 43,132 | 3,905 | 0.0% | 0.0% | 54 | +4,644 | 12.07% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 41,667 | 3,773 | 0.01% | 0.01% | 55 | +1,605 | 4.01% | Q1 2026 | Apr 22, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 40,252 | 3,644 | 0.04% | 0.01% | 56 | +32,056 | 391.12% | Q1 2026 | Apr 23, 2026 |
| Capital Asset Advisory Services LLC | History | Reduced | 33,789 | 3,379 | 0.13% | 0.19% | 57 | -13,219 | -28.12% | Q1 2026 | Apr 24, 2026 |
| WASHINGTON GROWTH STRATEGIES LLC | History | Added to | 36,694 | 3,322 | 2.17% | 2.22% | 58 | +1,117 | 3.14% | Q1 2026 | Apr 21, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 35,134 | 3,181 | 0.01% | — | 59 | +35,134 | New | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 35,125 | 3,180 | 0.01% | 0.01% | 60 | +970 | 2.84% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 33,008 | 2,988 | 0.16% | 0.18% | 61 | -1,362 | -3.96% | Q1 2026 | May 07, 2026 |
| SG Americas Securities, LLC | History | Reduced | 32,010 | 2,899 | 0.0% | 0.01% | 62 | -12,427 | -27.97% | Q1 2026 | Apr 16, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | New | 31,898 | 2,888 | 1.27% | — | 63 | +31,898 | New | Q1 2026 | Apr 27, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 31,330 | 2,836 | 0.29% | 0.28% | 64 | +2,326 | 8.02% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 29,787 | 2,697 | 0.04% | 0.01% | 65 | +27,204 | 1053.19% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 27,671 | 2,506 | 0.0% | 0.0% | 66 | -2,597 | -8.58% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | No change | 26,765 | 2,423 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,570 | 2,405 | 0.0% | 0.0% | 68 | -5,082 | -16.06% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 26,411 | 2,391 | 0.0% | 0.0% | 69 | +21,816 | 474.78% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 24,560 | 2,223 | 0.01% | 0.01% | 70 | -248 | -1.0% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | New | 23,619 | 2,138 | 0.0% | — | 71 | +23,619 | New | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 23,611 | 2,137 | 0.01% | 0.01% | 72 | -3,919 | -14.24% | Q1 2026 | Apr 30, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | New | 22,858 | 2,069 | 0.08% | — | 73 | +22,858 | New | Q1 2026 | May 12, 2026 |
| Prostatis Group LLC | History | Reduced | 22,626 | 2,048 | 0.52% | 0.57% | 74 | -2,346 | -9.39% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 21,731 | 1,967 | 0.0% | 0.0% | 75 | -31 | -0.14% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 20,919 | 1,894 | 0.01% | 0.02% | 77 | -32,957 | -61.17% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Reduced | 20,926 | 1,894 | 0.0% | 0.0% | 76 | -191 | -0.9% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 20,033 | 1,813 | 0.0% | 0.0% | 78 | -4,595 | -18.66% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 19,960 | 1,807 | 0.06% | 0.06% | 79 | +1,396 | 7.52% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Reduced | 19,544 | 1,769 | 0.0% | 0.0% | 80 | -752 | -3.71% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 19,764 | 1,757 | 0.0% | 0.0% | 81 | +2,699 | 15.82% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,745 | 1,697 | 0.0% | 0.0% | 82 | -2,230 | -10.63% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Reduced | 18,507 | 1,675 | 0.0% | 0.0% | 83 | -3,644 | -16.45% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 17,122 | 1,643 | 0.01% | 0.01% | 84 | +1,999 | 13.22% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 17,852 | 1,616 | 0.01% | 0.01% | 85 | -363 | -1.99% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 17,544 | 1,588 | 0.07% | 0.09% | 86 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 17,336 | 1,569 | 0.43% | 0.45% | 87 | -1,488 | -7.9% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | New | 16,695 | 1,511 | 0.01% | — | 88 | +16,695 | New | Q1 2026 | Apr 15, 2026 |
| SIH Partners, LLLP | History | New | 15,676 | 1,419 | 0.02% | — | 89 | +15,676 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 15,442 | 1,398 | 0.01% | 0.01% | 90 | +881 | 6.05% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 15,389 | 1,393 | 0.0% | 0.0% | 91 | +70 | 0.46% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 15,020 | 1,360 | 0.02% | 0.02% | 92 | +165 | 1.11% | Q1 2026 | Apr 21, 2026 |
| MYDA Advisors LLC | History | New | 15,000 | 1,358 | 0.22% | — | 93 | +15,000 | New | Q1 2026 | May 14, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Added to | 14,501 | 1,313 | 0.1% | 0.1% | 94 | +806 | 5.89% | Q1 2026 | May 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 14,486 | 1,311 | 0.1% | 0.15% | 95 | -5,106 | -26.06% | Q1 2026 | Apr 30, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 14,053 | 1,272 | 0.01% | 0.01% | 96 | +1,542 | 12.33% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 13,264 | 1,201 | 0.02% | 0.03% | 97 | -337 | -2.48% | Q1 2026 | Apr 13, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 12,505 | 1,132 | 0.08% | — | 98 | +12,505 | New | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Added to | 12,254 | 1,109 | 0.01% | 0.01% | 99 | +469 | 3.98% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 12,168 | 1,101 | 0.02% | 0.01% | 100 | +8,644 | 245.29% | Q1 2026 | May 18, 2026 |
| JMAC ENTERPRISES LLC | History | Reduced | 12,158 | 1,100 | 0.21% | 0.22% | 101 | -59 | -0.48% | Q1 2026 | May 01, 2026 |
| One Wealth Map LLC | History | Added to | 11,533 | 1,093 | 0.51% | 0.49% | 102 | +2,126 | 22.6% | Q1 2026 | May 04, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | No change | 12,000 | 1,086 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Henson-Edgewater Management, LLC | History | Reduced | 11,555 | 1,046 | 0.67% | 0.77% | 104 | -2,000 | -14.75% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,550 | 1,045 | 0.0% | 0.0% | 105 | -8,724 | -43.03% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 11,402 | 1,032 | 0.01% | 0.01% | 106 | -2,911 | -20.34% | Q1 2026 | May 05, 2026 |
| COMMERCE BANK | History | Added to | 11,120 | 1,006 | 0.0% | 0.01% | 107 | +303 | 2.8% | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 11,028 | 998 | 0.02% | 0.03% | 108 | -3,100 | -21.94% | Q1 2026 | May 15, 2026 |
| Giverny Capital Inc. | History | Reduced | 10,854 | 982 | 0.04% | 0.04% | 109 | -844 | -7.21% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 10,822 | 979 | 0.02% | 0.02% | 110 | -557 | -4.89% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 10,671 | 966 | 0.0% | 0.0% | 111 | -8,453 | -44.2% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 9,955 | 901 | 0.0% | 0.01% | 112 | -1,110 | -10.03% | Q1 2026 | May 15, 2026 |
| Mirabaud & Cie SA | History | No change | 9,800 | 887 | 0.36% | 0.3% | 113 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 9,780 | 885 | 0.12% | 0.13% | 114 | -260 | -2.59% | Q1 2026 | May 15, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 9,500 | 860 | 0.29% | 0.33% | 115 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,463 | 856 | 0.02% | 0.03% | 116 | -2,850 | -23.15% | Q1 2026 | May 15, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 9,430 | 853 | 0.17% | 0.18% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantum Private Wealth, LLC | History | Added to | 9,256 | 838 | 0.26% | 0.25% | 118 | +417 | 4.72% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,235 | 836 | 0.0% | 0.0% | 119 | +1,230 | 15.37% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | No change | 9,029 | 817 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RDA Financial Network | History | Reduced | 8,620 | 780 | 0.2% | 0.21% | 121 | -355 | -3.96% | Q1 2026 | Apr 08, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 8,596 | 778 | 0.17% | 0.18% | 122 | +17 | 0.2% | Q1 2026 | May 04, 2026 |
| Tidal Investments LLC | History | Added to | 8,500 | 769 | 0.0% | 0.0% | 124 | +2,000 | 30.77% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 8,502 | 769 | 0.01% | 0.01% | 123 | +1,183 | 16.16% | Q1 2026 | Apr 14, 2026 |
| Retirement Planning Co of New England, Inc. | History | Reduced | 8,475 | 767 | 0.31% | 0.33% | 125 | -5 | -0.06% | Q1 2026 | May 08, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 8,427 | 763 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Reduced | 8,181 | 740 | 0.0% | 0.0% | 127 | -840 | -9.31% | Q1 2026 | May 14, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 7,765 | 703 | 0.06% | 0.02% | 128 | +5,024 | 183.29% | Q1 2026 | May 13, 2026 |
| Beckerman Institutional, LLC | History | No change | 7,607 | 688 | 0.37% | 0.41% | 129 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | New | 7,551 | 683 | 0.0% | — | 130 | +7,551 | New | Q1 2026 | May 15, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 7,534 | 682 | 0.45% | 0.5% | 131 | -375 | -4.74% | Q1 2026 | May 18, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 7,020 | 676 | 0.08% | 0.08% | 132 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Jupiter Wealth Management LLC | History | No change | 7,500 | 667 | 0.26% | 0.38% | 133 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 7,323 | 663 | 0.0% | 0.0% | 134 | +4,683 | 177.39% | Q1 2026 | May 07, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Added to | 7,240 | 655 | 0.45% | 0.45% | 135 | +651 | 9.88% | Q1 2026 | Apr 20, 2026 |
| NICOLET BANKSHARES INC | History | New | 7,020 | 635 | 0.02% | — | 136 | +7,020 | New | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 6,885 | 623 | 0.01% | — | 137 | +6,885 | New | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | Added to | 6,876 | 622 | 0.04% | 0.04% | 138 | +48 | 0.7% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 6,681 | 604 | 0.01% | 0.22% | 139 | -149,905 | -95.73% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,640 | 601 | 0.01% | 0.01% | 140 | -894 | -11.87% | Q1 2026 | Apr 20, 2026 |
| Summit Financial Consulting LLC | History | Added to | 6,507 | 589 | 0.42% | 0.32% | 141 | +1,997 | 44.28% | Q1 2026 | Apr 10, 2026 |
| Diversified Trust Co | History | No change | 6,500 | 588 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 5,821 | 583 | 0.0% | 0.0% | 143 | -937 | -13.87% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 6,197 | 561 | 0.01% | 0.01% | 144 | -1,412 | -18.56% | Q1 2026 | Apr 20, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 6,103 | 552 | 0.13% | 0.15% | 145 | -187 | -2.97% | Q1 2026 | Apr 17, 2026 |
| XTX Topco Ltd | History | New | 5,988 | 542 | 0.01% | — | 146 | +5,988 | New | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | New | 5,763 | 521 | 0.0% | — | 147 | +5,763 | New | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 5,740 | 520 | 0.0% | 0.0% | 148 | -979 | -14.57% | Q1 2026 | May 15, 2026 |
| Sterling Investment Advisors, Ltd. | History | Reduced | 5,671 | 513 | 0.09% | 0.11% | 149 | -299 | -5.01% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,634 | 510 | 0.0% | 0.0% | 150 | +5,249 | 1363.38% | Q1 2026 | May 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 5,624 | 509 | 0.03% | 0.03% | 151 | +14 | 0.25% | Q1 2026 | May 11, 2026 |
| Quantbot Technologies LP | History | Added to | 5,489 | 497 | 0.02% | 0.02% | 152 | +461 | 9.17% | Q1 2026 | May 13, 2026 |
| Maxele Advisors, LLC | History | No change | 5,171 | 497 | 0.4% | 0.4% | 153 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Brightwater Advisory LLC | History | Reduced | 5,328 | 482 | 0.32% | 0.35% | 154 | -37 | -0.69% | Q1 2026 | Apr 30, 2026 |
| KKM Financial LLC | History | No change | 5,000 | 481 | 0.09% | 0.09% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,164 | 467 | 0.0% | 0.0% | 157 | +3,070 | 146.61% | Q1 2026 | May 05, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,166 | 467 | 0.01% | 0.01% | 156 | -495 | -8.74% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 5,151 | 466 | 0.16% | 0.19% | 159 | -201 | -3.76% | Q1 2026 | Apr 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,147 | 466 | 0.0% | 0.0% | 158 | -20 | -0.39% | Q1 2026 | May 14, 2026 |
| Flagship Private Wealth, LLC | History | New | 5,050 | 457 | 0.19% | — | 160 | +5,050 | New | Q1 2026 | Apr 24, 2026 |
| Certified Advisory Corp | History | Added to | 4,894 | 443 | 0.04% | 0.04% | 161 | +10 | 0.2% | Q1 2026 | Apr 17, 2026 |
| World Investment Advisors | History | Added to | 4,770 | 431 | 0.01% | 0.0% | 162 | +2,107 | 79.12% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,402 | 420 | 0.02% | 0.0% | 163 | -6,966 | -61.28% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 4,622 | 418 | 0.0% | 0.0% | 164 | -142 | -2.98% | Q1 2026 | May 14, 2026 |
| Guardian Asset Advisors, LLC | History | Added to | 4,561 | 414 | 0.24% | 0.2% | 165 | +669 | 17.19% | Q1 2026 | May 14, 2026 |
| Aventus Investment Advisors, Inc. | History | Added to | 4,559 | 412 | 0.35% | 0.35% | 166 | +18 | 0.4% | Q1 2026 | Apr 15, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 4,515 | 408 | 0.09% | 0.09% | 167 | -14 | -0.31% | Q1 2026 | Apr 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 4,339 | 394 | 0.03% | 0.03% | 168 | -301 | -6.49% | Q1 2026 | May 01, 2026 |
| OneAscent Financial Services LLC | History | Added to | 4,324 | 391 | 0.02% | 0.03% | 169 | +718 | 19.91% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 4,266 | 386 | 0.01% | — | 170 | +4,266 | New | Q1 2026 | May 13, 2026 |
| Miller Capital Partners, Inc. | History | Reduced | 4,198 | 380 | 0.18% | 0.2% | 171 | -9 | -0.21% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 4,167 | 377 | 0.0% | 0.0% | 172 | -51 | -1.21% | Q1 2026 | May 06, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 4,129 | 373 | 0.01% | 0.01% | 174 | -98 | -2.32% | Q1 2026 | Apr 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 4,126 | 373 | 0.0% | 0.0% | 173 | +19 | 0.46% | Q1 2026 | Apr 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 4,122 | 373 | 0.25% | 0.28% | 175 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 3,916 | 354 | 0.02% | — | 176 | +3,916 | New | Q1 2026 | Apr 22, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 3,853 | 348 | 0.01% | 0.01% | 177 | -555 | -12.59% | Q1 2026 | Apr 07, 2026 |
| Cambridge Advisors Inc. | History | No change | 3,800 | 344 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,769 | 341 | 0.0% | 0.0% | 179 | -293 | -7.21% | Q1 2026 | May 13, 2026 |
| FLP Wealth Management, LLC | History | Added to | 3,756 | 340 | 0.7% | 0.59% | 180 | +1,155 | 44.41% | Q1 2026 | Apr 28, 2026 |
| Advisory Advocates, LLC | History | No change | 3,700 | 335 | 0.34% | 0.35% | 181 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Trexquant Investment LP | History | New | 3,626 | 328 | 0.0% | — | 182 | +3,626 | New | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Reduced | 3,354 | 323 | 0.03% | 0.03% | 183 | -404 | -10.75% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,566 | 322 | 0.01% | 0.0% | 184 | +3,326 | 1385.83% | Q1 2026 | May 07, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 3,547 | 321 | 0.11% | 0.13% | 185 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Belvedere Trading LLC | History | New | 3,501 | 317 | 0.0% | — | 186 | +3,501 | New | Q1 2026 | May 12, 2026 |
| Apeiron RIA LLC | History | Reduced | 3,470 | 314 | 0.07% | 0.08% | 187 | -210 | -5.71% | Q1 2026 | Apr 27, 2026 |
| BANK HAPOALIM BM | History | Reduced | 3,388 | 307 | 0.05% | 0.03% | 188 | -89 | -2.56% | Q1 2026 | May 04, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 3,384 | 306 | 0.0% | 0.0% | 189 | +856 | 33.86% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,130 | 301 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 3,322 | 299 | 0.0% | 0.0% | 191 | -11,419 | -77.46% | Q1 2026 | Apr 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,223 | 291 | 0.0% | — | 193 | +3,223 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,022 | 291 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,120 | 282 | 0.0% | 0.0% | 194 | +2,555 | 452.21% | Q1 2026 | May 08, 2026 |
| Capstone Capital Management Ltd | History | New | 3,074 | 278 | 0.28% | — | 195 | +3,074 | New | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,070 | 277 | 0.0% | 0.01% | 196 | -694 | -18.44% | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Reduced | 3,015 | 273 | 0.01% | 0.01% | 197 | -355 | -10.53% | Q1 2026 | May 14, 2026 |
| HOWARD WEALTH MANAGEMENT, LLC | History | Added to | 3,001 | 271 | 0.11% | 0.13% | 198 | +5 | 0.17% | Q1 2026 | May 11, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Reduced | 2,985 | 270 | 0.02% | 0.17% | 199 | -20,502 | -87.29% | Q1 2026 | Apr 29, 2026 |
| FARMERS TRUST CO | History | Added to | 2,983 | 270 | 0.04% | 0.05% | 200 | +116 | 4.05% | Q1 2026 | Apr 07, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 2,974 | 269 | 0.02% | 0.02% | 201 | +155 | 5.5% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,926 | 264 | 0.0% | 0.0% | 202 | +285 | 10.79% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | New | 2,898 | 262 | 0.01% | — | 203 | +2,898 | New | Q1 2026 | Apr 27, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 2,869 | 259 | 0.17% | 0.2% | 204 | -83 | -2.81% | Q1 2026 | Apr 14, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 2,777 | 251 | 0.05% | 0.06% | 205 | +10 | 0.36% | Q1 2026 | Apr 20, 2026 |
| Edgestream Partners, L.P. | History | New | 2,748 | 248 | 0.01% | — | 206 | +2,748 | New | Q1 2026 | May 18, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,709 | 245 | 0.0% | 0.0% | 207 | +20 | 0.74% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 2,695 | 244 | 0.0% | 0.0% | 208 | -85 | -3.06% | Q1 2026 | May 01, 2026 |
| Capital Investment Counsel, LLC | History | No change | 2,680 | 242 | 0.03% | 0.04% | 209 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFC & Insurance Marketing, Inc. | History | Added to | 2,611 | 236 | 0.25% | 0.19% | 210 | +596 | 29.58% | Q1 2026 | Apr 16, 2026 |
| Vienna Asset Management LLC | History | Reduced | 2,596 | 235 | 0.18% | 0.4% | 211 | -4,669 | -64.27% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,578 | 233 | 0.0% | 0.0% | 212 | -3,843 | -59.85% | Q1 2026 | May 14, 2026 |
| Capital Square, LLC | History | New | 2,326 | 231 | 0.11% | — | 214 | +2,326 | New | Q1 2026 | May 11, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 2,559 | 231 | 0.01% | 0.02% | 213 | -403 | -13.61% | Q1 2026 | Apr 27, 2026 |
| One Capital Management, LLC | History | Reduced | 2,537 | 229 | 0.01% | 0.01% | 215 | -73 | -2.8% | Q1 2026 | May 12, 2026 |
| Family Capital Management, Inc. | History | No change | 2,540 | 229 | 0.1% | 0.11% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Crumly & Associates Inc. | History | No change | 2,525 | 228 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Spire Wealth Management | History | Reduced | 2,465 | 223 | 0.01% | 0.01% | 218 | -318 | -11.43% | Q1 2026 | Apr 22, 2026 |
| WP Advisors, LLC | History | Added to | 2,449 | 221 | 0.06% | 0.06% | 219 | +5 | 0.2% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Reduced | 2,427 | 219 | 0.01% | 0.02% | 220 | -1,088 | -30.95% | Q1 2026 | May 05, 2026 |
| Aspen Wealth Strategies, LLC | History | Added to | 2,361 | 213 | 0.11% | 0.12% | 222 | +132 | 5.92% | Q1 2026 | May 08, 2026 |
| Manchester Capital Management LLC | History | No change | 2,360 | 213 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | No change | 2,322 | 210 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 2,137 | 209 | 0.07% | 0.05% | 224 | -711 | -24.96% | Q1 2026 | Apr 23, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,299 | 208 | 0.01% | 0.01% | 225 | -59 | -2.5% | Q1 2026 | Apr 20, 2026 |
| Trust Point Inc. | History | No change | 2,308 | 208 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LCNB CORP | History | No change | 2,285 | 206 | 0.07% | 0.07% | 227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 2,244 | 203 | 0.0% | 0.0% | 228 | +57 | 2.61% | Q1 2026 | May 08, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 2,238 | 202 | 0.0% | 0.02% | 230 | -18,102 | -89.0% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 2,233 | 202 | 0.01% | 0.01% | 229 | +41 | 1.87% | Q1 2026 | May 04, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 2,229 | 201 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quantum Capital Management, LLC / NJ | History | Added to | 2,078 | 188 | 0.02% | 0.02% | 232 | +6 | 0.29% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,057 | 186 | 0.01% | 0.02% | 233 | -1,861 | -47.5% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,979 | 179 | 0.01% | 0.01% | 234 | +12 | 0.61% | Q1 2026 | Apr 14, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 1,880 | 170 | 0.07% | 0.08% | 235 | -50 | -2.59% | Q1 2026 | May 01, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,757 | 169 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Costello Asset Management, INC | History | Reduced | 1,770 | 160 | 0.06% | 0.06% | 237 | -226 | -11.32% | Q1 2026 | Apr 30, 2026 |
| WFA of San Diego, LLC | History | No change | 1,778 | 160 | 0.13% | 0.13% | 238 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | No change | 1,714 | 155 | 0.07% | 0.07% | 239 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Elgethun Capital Management | History | No change | 1,644 | 148 | 0.02% | 0.03% | 240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,588 | 143 | 0.0% | 0.0% | 241 | +1,240 | 356.32% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 1,520 | 137 | 0.01% | — | 242 | +1,520 | New | Q1 2026 | May 19, 2026 |
| Holos Integrated Wealth LLC | History | New | 1,450 | 128 | 0.06% | — | 243 | +1,450 | New | Q1 2026 | Apr 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,372 | 124 | 0.0% | 0.0% | 244 | +244 | 21.63% | Q1 2026 | May 13, 2026 |
| Rice Partnership, LLC | History | No change | 1,300 | 117 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Freedom, LLC | History | Added to | 1,257 | 113 | 0.06% | 0.06% | 246 | +2 | 0.16% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,098 | 99 | 0.0% | 0.0% | 247 | +1 | 0.09% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 1,024 | 98 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,020 | 92 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,000 | 90 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 1,000 | 90 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 1,000 | 90 | 0.08% | 0.08% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 945 | 85 | 0.01% | 0.03% | 253 | -4,226 | -81.73% | Q1 2026 | May 15, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 919 | 83 | 0.01% | 0.01% | 254 | -325 | -26.13% | Q1 2026 | Apr 20, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 825 | 79 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 868 | 78 | 0.0% | 0.0% | 256 | +87 | 11.14% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 747 | 67 | 0.04% | — | 257 | +740 | 10571.43% | Q1 2026 | May 13, 2026 |
| RMG Wealth Management LLC | History | New | 710 | 64 | 0.01% | — | 258 | +710 | New | Q1 2026 | May 14, 2026 |
| Opal Wealth Advisors, LLC | History | New | 662 | 59 | 0.01% | — | 259 | +662 | New | Q1 2026 | Apr 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 619 | 56 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Converium Capital Inc. | History | New | 100,000 | 55 | 0.03% | — | 261 | +100,000 | New | Q1 2026 | May 22, 2026 |
| Vanguard National Trust Co | History | New | 600 | 54 | 0.0% | — | 262 | +600 | New | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 573 | 51 | 0.0% | 0.0% | 263 | +355 | 162.84% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 540 | 49 | 0.0% | 0.0% | 265 | -172 | -24.16% | Q1 2026 | Apr 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 540 | 49 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aspect Partners, LLC | History | Added to | 520 | 47 | 0.02% | 0.02% | 266 | +1 | 0.19% | Q1 2026 | Apr 02, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 501 | 45 | 0.01% | — | 267 | +501 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 501 | 45 | 0.01% | — | 268 | +501 | New | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | New | 500 | 45 | 0.01% | — | 269 | +500 | New | Q1 2026 | May 14, 2026 |
| Hanson & Doremus Investment Management | History | No change | 485 | 44 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Added to | 484 | 43 | 0.0% | 0.0% | 271 | +243 | 100.83% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 471 | 42 | 0.01% | 0.01% | 272 | +1 | 0.21% | Q1 2026 | Apr 24, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 436 | 39 | 0.0% | 0.0% | 273 | -1,072 | -71.09% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 420 | 38 | 0.0% | 0.0% | 274 | +150 | 55.56% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | No change | 423 | 38 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 400 | 36 | 0.0% | — | 276 | +400 | New | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Reduced | 383 | 35 | 0.0% | 0.0% | 277 | -1,332 | -77.67% | Q1 2026 | Apr 06, 2026 |
| Avion Wealth | History | Added to | 391 | 35 | 0.01% | 0.01% | 279 | +46 | 13.33% | Q1 2026 | May 01, 2026 |
| Canton Hathaway, LLC | History | No change | 395 | 35 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 386 | 34 | 0.0% | 0.0% | 280 | +27 | 7.52% | Q1 2026 | Apr 30, 2026 |
| Financial Perspectives, Inc | History | No change | 365 | 33 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BOCHK Asset Management Ltd | History | New | 350 | 31 | 0.01% | — | 283 | +350 | New | Q1 2026 | May 06, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 350 | 31 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Redwood Park Advisors LLC | History | No change | 341 | 30 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 330 | 29 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Darwin Wealth Management, LLC | History | Added to | 315 | 28 | 0.01% | 0.01% | 286 | +1 | 0.32% | Q1 2026 | May 01, 2026 |
| Aventura Private Wealth, LLC | History | No change | 305 | 27 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | No change | 282 | 25 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 273 | 24 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 246 | 22 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 216 | 20 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 196 | 19 | 0.02% | 0.03% | 292 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 200 | 18 | 0.0% | 0.04% | 294 | -8,500 | -97.7% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 200 | 18 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| North Star Investment Management Corp. | History | New | 186 | 16 | 0.0% | — | 295 | +186 | New | Q1 2026 | Apr 23, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 165 | 14 | 0.0% | 0.01% | 296 | -15 | -8.33% | Q1 2026 | Apr 03, 2026 |
| Investors Research Corp | History | No change | 150 | 13 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Princeton Global Asset Management LLC | History | No change | 145 | 13 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Game Plan Financial Advisors, LLC | History | New | 123 | 11 | 0.0% | — | 301 | +123 | New | Q1 2026 | Apr 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 123 | 11 | 0.0% | 0.0% | 299 | +26 | 26.8% | Q1 2026 | Apr 07, 2026 |