iSHARES TRUST - IUSG
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 | 52,774,558 | 8,185,861 | 0.6% | 0.53% | 1 | +9,267,343 | 21.3% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 14,545,035 | 2,256,080 | 0.14% | 0.14% | 2 | +539,678 | 3.85% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 14,379,337 | 2,230,378 | 0.59% | 0.65% | 3 | +154,735 | 1.09% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,741,171 | 1,013,694 | 0.49% | 0.55% | 4 | +1,385,485 | 25.87% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,868,030 | 444,860 | 0.12% | 0.11% | 5 | +564,281 | 24.49% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,954,232 | 303,120 | 2.25% | 2.19% | 6 | +327,780 | 20.15% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,867,421 | 289,655 | 3.31% | 3.55% | 7 | -3,221 | -0.17% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,574,489 | 234,756 | 0.02% | 0.02% | 8 | -46,882 | -2.89% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,428,813 | 221,623 | 0.07% | 0.08% | 9 | -23,833 | -1.64% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,367,788 | 212,157 | 0.03% | 0.03% | 10 | +169,547 | 14.15% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,346,436 | 208,846 | 0.29% | 0.22% | 11 | +406,963 | 43.32% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,220,118 | 189,253 | 0.03% | 0.03% | 12 | +145,703 | 13.56% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 1,133,813 | 175,865 | 3.03% | 4.65% | 13 | +2,005 | 0.18% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,132,394 | 175,645 | 0.03% | 0.04% | 14 | -27,438 | -2.37% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,114,250 | 172,831 | 0.1% | 0.09% | 15 | +108,893 | 10.83% | Q1 2026 | May 08, 2026 |
| Facet Wealth, Inc. | History | Added to | 813,996 | 126,258 | 2.19% | 2.35% | 16 | +40,694 | 5.26% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 787,337 | 122,128 | 1.21% | 1.32% | 17 | +75,155 | 10.55% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 776,775 | 120,485 | 0.17% | 0.24% | 18 | -274,460 | -26.11% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 696,328 | 108,007 | 0.01% | 0.01% | 19 | +9,929 | 1.45% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 638,079 | 98,972 | 0.11% | 0.11% | 20 | +22,484 | 3.65% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Added to | 496,636 | 77,034 | 5.81% | 6.09% | 21 | +30,249 | 6.49% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 478,278 | 74,185 | 0.21% | 0.19% | 22 | +58,584 | 13.96% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 465,118 | 72,144 | 0.08% | 0.11% | 23 | -106,803 | -18.67% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 449,559 | 69,731 | 0.97% | 1.05% | 24 | -17,693 | -3.79% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Added to | 443,651 | 68,911 | 0.1% | 0.07% | 25 | +122,712 | 38.24% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 431,049 | 66,859 | 0.27% | 0.3% | 26 | -773 | -0.18% | Q1 2026 | May 14, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 410,554 | 63,681 | 10.16% | 12.3% | 27 | +9,295 | 2.32% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 393,461 | 61,041 | 0.01% | 0.02% | 28 | -67,180 | -14.58% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 378,854 | 58,802 | 0.09% | 0.1% | 29 | -19,656 | -4.93% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 352,325 | 54,649 | 0.65% | 0.67% | 30 | +5,165 | 1.49% | Q1 2026 | May 06, 2026 |
| Legacy Financial Group LLC | History | Added to | 340,350 | 52,791 | 6.64% | 6.87% | 31 | +1,799 | 0.53% | Q1 2026 | May 04, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 339,219 | 52,616 | 13.88% | 14.68% | 32 | +4,691 | 1.4% | Q1 2026 | Apr 20, 2026 |
| HOWE & RUSLING INC | History | Added to | 338,734 | 52,541 | 3.43% | 3.58% | 33 | +16,137 | 5.0% | Q1 2026 | Apr 28, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 336,216 | 52,150 | 18.86% | 20.5% | 34 | +11,097 | 3.41% | Q1 2026 | Apr 27, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 331,001 | 51,341 | 6.78% | 7.69% | 35 | -22,246 | -6.3% | Q1 2026 | Apr 27, 2026 |
| KINTRA WEALTH, LLC | History | New | 282,672 | 43,845 | 3.1% | — | 36 | +282,672 | New | Q1 2026 | May 15, 2026 |
| Charles Schwab Trust Co | History | Added to | 281,945 | 43,732 | 2.84% | 2.7% | 37 | +37,598 | 15.39% | Q1 2026 | Apr 10, 2026 |
| Curi Capital, LLC | History | Added to | 280,491 | 43,506 | 0.77% | 0.63% | 38 | +64,720 | 29.99% | Q1 2026 | May 15, 2026 |
| DDFG, Inc | History | Added to | 273,494 | 42,421 | 9.14% | 9.83% | 39 | +6,030 | 2.25% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 248,081 | 41,662 | 0.27% | 0.32% | 40 | -28,352 | -10.26% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 265,733 | 41,217 | 0.64% | 0.67% | 41 | +37,014 | 16.18% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 254,203 | 39,429 | 0.58% | 0.8% | 42 | -52,654 | -17.16% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 253,457 | 39,313 | 0.02% | 0.03% | 43 | -34,924 | -12.11% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 228,607 | 38,392 | 0.01% | 0.01% | 44 | -7,206 | -3.06% | Q1 2026 | May 15, 2026 |
| Aurdan Capital Management, LLC | History | Reduced | 242,473 | 37,609 | 11.29% | 14.21% | 45 | -31,936 | -11.64% | Q1 2026 | Apr 21, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Added to | 241,251 | 37,420 | 22.42% | 20.12% | 46 | +2,674 | 1.12% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 239,000 | 37,071 | 0.03% | — | 47 | +239,000 | New | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 237,052 | 36,769 | 0.41% | 0.23% | 48 | +127,820 | 117.02% | Q1 2026 | May 14, 2026 |
| Veracity Capital LLC | History | Reduced | 228,208 | 35,397 | 12.65% | 12.61% | 49 | -26,968 | -10.57% | Q1 2026 | Apr 09, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 214,919 | 33,336 | 7.11% | 7.28% | 50 | +14,153 | 7.05% | Q1 2026 | Apr 10, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 214,860 | 33,326 | 0.13% | 0.15% | 51 | -9,146 | -4.08% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Added to | 212,909 | 33,024 | 0.15% | 0.17% | 52 | +1,673 | 0.79% | Q1 2026 | Apr 24, 2026 |
| SCS Capital Management LLC | History | Reduced | 203,649 | 31,588 | 0.33% | 0.37% | 53 | -2,057 | -1.0% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 198,787 | 30,833 | 0.59% | 0.64% | 54 | -5,880 | -2.87% | Q1 2026 | May 12, 2026 |
| Aspen Wealth Management LLC | History | Added to | 198,319 | 30,761 | 6.14% | 6.98% | 55 | +288 | 0.15% | Q1 2026 | Apr 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 190,527 | 29,552 | 0.05% | 0.05% | 56 | +15,123 | 8.62% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 158,945 | 29,520 | 0.79% | 0.02% | 57 | +156,534 | 6492.49% | Q1 2026 | May 14, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Reduced | 188,165 | 29,186 | 3.01% | 3.37% | 58 | -4,469 | -2.32% | Q1 2026 | May 07, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 187,859 | 29,138 | 0.35% | 0.41% | 59 | -10,757 | -5.42% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 185,642 | 28,795 | 0.07% | 0.1% | 60 | -44,124 | -19.2% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 182,447 | 28,326 | 0.03% | 0.03% | 61 | +1,605 | 0.89% | Q1 2026 | May 14, 2026 |
| ForthRight Wealth Management, LLC | History | Reduced | 173,544 | 26,918 | 7.64% | 8.5% | 62 | -2,581 | -1.47% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 170,474 | 26,443 | 0.16% | 0.12% | 63 | +52,377 | 44.35% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 166,724 | 25,861 | 0.79% | 1.72% | 64 | -176,853 | -51.47% | Q1 2026 | Apr 06, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 160,858 | 24,950 | 0.97% | 1.09% | 65 | -3,562 | -2.17% | Q1 2026 | Apr 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 156,840 | 24,327 | 0.13% | 0.14% | 66 | +2,299 | 1.49% | Q1 2026 | May 05, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 156,556 | 24,283 | 8.73% | 8.92% | 67 | +3,182 | 2.07% | Q1 2026 | May 13, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 150,312 | 23,314 | 11.26% | 10.32% | 68 | +13,737 | 10.06% | Q1 2026 | May 08, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 150,231 | 23,302 | 2.34% | 2.82% | 69 | -17,334 | -10.34% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 138,542 | 21,489 | 0.73% | 0.8% | 70 | -3,141 | -2.22% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 137,791 | 21,373 | 0.02% | 0.02% | 71 | -4,040 | -2.85% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 137,070 | 21,260 | 0.0% | 0.0% | 72 | -25,164 | -15.51% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 136,662 | 21,197 | 0.06% | 0.06% | 73 | -16,613 | -10.84% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 135,676 | 21,044 | 0.06% | 0.03% | 74 | +79,766 | 142.67% | Q1 2026 | May 15, 2026 |
| Goldstone Financial Group, LLC | History | Added to | 135,505 | 21,018 | 2.28% | 2.12% | 75 | +22,035 | 19.42% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 133,161 | 20,654 | 0.0% | 0.0% | 76 | -7,244 | -5.16% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 132,142 | 20,496 | 0.16% | 0.25% | 77 | +5,075 | 3.99% | Q1 2026 | May 15, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 129,820 | 20,136 | 4.58% | 5.47% | 78 | -233 | -0.18% | Q1 2026 | Apr 08, 2026 |
| Hudock, Inc. | History | Reduced | 129,400 | 20,071 | 2.95% | 3.47% | 79 | -10,884 | -7.76% | Q1 2026 | May 13, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 119,557 | 19,686 | 1.11% | 1.09% | 80 | +9,136 | 8.27% | Q1 2026 | Apr 17, 2026 |
| NBT BANK N A /NY | History | Added to | 124,598 | 19,326 | 1.27% | 1.37% | 81 | +124,430 | 74065.48% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Added to | 122,573 | 19,012 | 0.21% | 0.23% | 82 | +3,919 | 3.3% | Q1 2026 | May 05, 2026 |
| Petix & Botte Co | History | Reduced | 121,619 | 18,864 | 4.2% | 4.91% | 83 | -7,350 | -5.7% | Q1 2026 | Apr 30, 2026 |
| Madison Asset Management, LLC | History | Added to | 121,279 | 18,811 | 0.23% | 0.01% | 84 | +118,312 | 3987.6% | Q1 2026 | May 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 118,851 | 18,434 | 0.2% | 0.21% | 85 | +3,084 | 2.66% | Q1 2026 | May 13, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 118,649 | 18,403 | 8.86% | 9.74% | 86 | +549 | 0.46% | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 117,845 | 18,279 | 6.55% | 6.97% | 87 | +635 | 0.54% | Q1 2026 | Apr 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 117,066 | 18,158 | 0.2% | 0.22% | 88 | +3,086 | 2.71% | Q1 2026 | Apr 20, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 100,734 | 15,624 | 5.26% | 5.75% | 89 | -2,399 | -2.33% | Q1 2026 | May 13, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 100,231 | 15,546 | 5.19% | 5.62% | 90 | +4,595 | 4.8% | Q1 2026 | May 11, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 99,400 | 15,417 | 2.62% | 2.88% | 91 | -1,556 | -1.54% | Q1 2026 | Apr 28, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 98,443 | 15,270 | 0.04% | 0.08% | 92 | -76,856 | -43.84% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 98,038 | 15,206 | 0.0% | 0.0% | 93 | -1,474 | -1.48% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 95,293 | 14,981 | 0.03% | 0.01% | 94 | +76,186 | 398.73% | Q1 2026 | May 05, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 96,327 | 14,941 | 11.05% | 11.48% | 95 | +3,710 | 4.01% | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 86,798 | 14,576 | 2.96% | 2.96% | 96 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Roberts Financial Services LLC | History | Reduced | 91,861 | 14,248 | 4.53% | 5.41% | 97 | -10,714 | -10.45% | Q1 2026 | Apr 15, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 91,183 | 14,143 | 2.92% | 4.32% | 98 | -28,648 | -23.91% | Q1 2026 | Apr 30, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 90,026 | 13,963 | 3.36% | 3.19% | 99 | +17,468 | 24.07% | Q1 2026 | Apr 24, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 82,766 | 13,899 | 1.04% | 1.04% | 100 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brio Consultants, LLC | History | Reduced | 76,375 | 13,727 | 1.68% | 1.78% | 101 | -5,085 | -6.24% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 88,164 | 13,675 | 0.02% | 0.03% | 102 | -3 | -0.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 86,904 | 13,480 | 0.03% | 0.03% | 103 | +12,670 | 17.07% | Q1 2026 | Apr 22, 2026 |
| Financial Council, LLC | History | Reduced | 85,867 | 13,318 | 5.14% | 5.76% | 104 | -94 | -0.11% | Q1 2026 | Apr 21, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 82,538 | 12,802 | 0.3% | 0.35% | 105 | -2,914 | -3.41% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 81,101 | 12,579 | 0.02% | 0.0% | 106 | +78,142 | 2640.82% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 74,826 | 12,566 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 75,917 | 12,500 | 5.6% | 5.8% | 108 | -38 | -0.05% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 79,840 | 12,383 | 0.01% | 0.01% | 109 | +3,416 | 4.47% | Q1 2026 | May 12, 2026 |
| Cosner Financial Group, LLC | History | Added to | 77,885 | 12,080 | 6.64% | 6.58% | 110 | +1,123 | 1.46% | Q1 2026 | May 01, 2026 |
| BOS Asset Management, LLC | History | Added to | 76,934 | 11,933 | 3.05% | 3.22% | 111 | +5,402 | 7.55% | Q1 2026 | Apr 08, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 75,786 | 11,755 | 5.83% | 5.8% | 112 | +6,817 | 9.88% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 73,951 | 11,470 | 0.13% | 0.14% | 113 | +1,642 | 2.27% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 72,583 | 11,258 | 0.11% | 0.12% | 114 | -290 | -0.4% | Q1 2026 | May 08, 2026 |
| Macro Advisors, Inc. | History | New | 70,289 | 10,902 | 4.5% | — | 115 | +70,289 | New | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 68,225 | 10,582 | 0.13% | 0.14% | 116 | +3,016 | 4.63% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Added to | 68,079 | 10,559 | 0.01% | 0.01% | 117 | +5,629 | 9.01% | Q1 2026 | May 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 67,779 | 10,513 | 0.01% | 0.03% | 118 | -80,336 | -54.24% | Q1 2026 | May 11, 2026 |
| Seven Springs Wealth Group, LLC | History | Added to | 66,118 | 10,255 | 2.37% | 2.74% | 119 | +9,004 | 15.76% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 65,921 | 10,225 | 0.02% | 0.02% | 120 | -6,069 | -8.43% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Added to | 65,588 | 10,173 | 0.05% | 0.06% | 121 | +803 | 1.24% | Q1 2026 | May 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 64,035 | 9,932 | 0.39% | 0.31% | 122 | +6,350 | 11.01% | Q1 2026 | May 15, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 63,753 | 9,888 | 0.96% | 1.09% | 123 | -2,897 | -4.35% | Q1 2026 | Apr 29, 2026 |
| Quent Capital, LLC | History | Reduced | 62,595 | 9,709 | 0.69% | 0.81% | 124 | -4,229 | -6.33% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 62,431 | 9,683 | 0.2% | 0.2% | 125 | +5,884 | 10.41% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 61,972 | 9,612 | 0.04% | 0.04% | 126 | -1,508 | -2.38% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 58,611 | 9,091 | 0.01% | 0.03% | 127 | -53,249 | -47.6% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 55,782 | 8,652 | 0.14% | 0.09% | 128 | +27,000 | 93.81% | Q1 2026 | May 18, 2026 |
| &PARTNERS | History | Reduced | 53,248 | 8,264 | 0.04% | 0.05% | 129 | -8,628 | -13.94% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 52,808 | 8,190 | 0.04% | 0.04% | 130 | +22,189 | 72.47% | Q1 2026 | May 15, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 46,420 | 7,795 | 2.45% | 2.45% | 131 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| South Shore Capital Advisors | History | Reduced | 49,550 | 7,685 | 5.62% | 6.11% | 132 | -251 | -0.5% | Q1 2026 | Apr 28, 2026 |
| MOTIVE WEALTH ADVISORS | History | Added to | 48,902 | 7,585 | 3.56% | 3.46% | 133 | +522 | 1.08% | Q1 2026 | Apr 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 48,663 | 7,548 | 0.14% | 0.15% | 134 | -891 | -1.8% | Q1 2026 | Apr 10, 2026 |
| Phoenix Wealth Advisors | History | Reduced | 46,544 | 7,219 | 2.85% | 3.03% | 135 | -443 | -0.94% | Q1 2026 | Apr 22, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | Reduced | 45,645 | 7,079 | 2.63% | 2.99% | 136 | -2,848 | -5.87% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | New | 45,002 | 6,980 | 0.07% | — | 137 | +45,002 | New | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 44,642 | 6,924 | 0.01% | 0.0% | 138 | +40,837 | 1073.25% | Q1 2026 | May 15, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 44,498 | 6,902 | 6.4% | 7.01% | 139 | -3,026 | -6.37% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 43,319 | 6,813 | 0.01% | 0.02% | 140 | -41,408 | -48.87% | Q1 2026 | Apr 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 43,423 | 6,735 | 0.4% | 0.44% | 141 | -698 | -1.58% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 43,150 | 6,693 | 0.02% | 0.02% | 142 | -1,444 | -3.24% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 37,487 | 6,602 | 0.12% | — | 143 | +37,487 | New | Q1 2026 | May 01, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 42,295 | 6,560 | 0.55% | 0.6% | 144 | -234 | -0.55% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 38,986 | 6,547 | 0.12% | 0.12% | 145 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vident Advisory, LLC | History | Added to | 42,060 | 6,523 | 0.06% | 0.05% | 146 | +6,360 | 17.82% | Q1 2026 | May 14, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | Reduced | 41,022 | 6,362 | 2.02% | 2.22% | 147 | -1,274 | -3.01% | Q1 2026 | Apr 17, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 40,022 | 6,207 | 1.86% | 2.97% | 148 | -24,426 | -37.9% | Q1 2026 | Apr 15, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 39,992 | 6,203 | 1.27% | 1.38% | 149 | -1,023 | -2.49% | Q1 2026 | May 05, 2026 |
| Able Wealth Management LLC | History | Added to | 39,935 | 6,194 | 1.66% | 2.1% | 150 | +323 | 0.82% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 39,562 | 6,136 | 0.08% | 0.03% | 151 | +27,379 | 224.73% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 38,498 | 5,971 | 0.04% | 0.05% | 152 | +634 | 1.67% | Q1 2026 | May 15, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 38,342 | 5,947 | 3.94% | 4.31% | 153 | +657 | 1.74% | Q1 2026 | Apr 21, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 37,307 | 5,786 | 0.26% | 0.33% | 154 | +1,810 | 5.1% | Q1 2026 | Apr 15, 2026 |
| Bawa N Mallick Trust | History | Reduced | 36,980 | 5,735 | 2.35% | 3.13% | 155 | -13,220 | -26.33% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 36,774 | 5,704 | 0.05% | 0.03% | 156 | +24,600 | 202.07% | Q1 2026 | May 06, 2026 |
| Rooted Wealth Advisors, Inc. | History | Added to | 32,420 | 5,671 | 1.5% | 1.46% | 157 | +786 | 2.48% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 36,396 | 5,645 | 0.53% | 0.59% | 158 | -242 | -0.66% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | New | 36,227 | 5,619 | 0.01% | — | 159 | +36,227 | New | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 35,559 | 5,515 | 0.42% | 0.46% | 160 | -614 | -1.7% | Q1 2026 | Apr 08, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 35,096 | 5,443 | 2.41% | 2.56% | 161 | +1,867 | 5.62% | Q1 2026 | May 08, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 34,806 | 5,398 | 0.1% | 0.09% | 162 | +5,772 | 19.88% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 34,758 | 5,391 | 0.07% | 0.08% | 163 | -1,391 | -3.85% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 34,511 | 5,353 | 0.02% | 0.02% | 164 | -1,492 | -4.14% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 33,933 | 5,263 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 33,861 | 5,252 | 0.03% | 0.03% | 166 | +59 | 0.17% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 33,790 | 5,241 | 0.0% | 0.0% | 167 | -851 | -2.46% | Q1 2026 | May 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 32,857 | 5,096 | 0.33% | 0.37% | 168 | -1,277 | -3.74% | Q1 2026 | Apr 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 32,571 | 5,052 | 0.0% | 0.0% | 169 | -1,489 | -4.37% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 32,511 | 5,042 | 0.07% | 0.11% | 170 | -5,565 | -14.62% | Q1 2026 | May 11, 2026 |
| MCDONALD PARTNERS LLC | History | Reduced | 32,000 | 4,963 | 1.17% | 1.69% | 171 | -33 | -0.1% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 31,986 | 4,961 | 0.12% | — | 173 | +31,986 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 31,986 | 4,961 | 0.06% | 0.01% | 172 | +29,381 | 1127.87% | Q1 2026 | May 15, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 31,110 | 4,825 | 0.65% | 0.82% | 174 | +697 | 2.29% | Q1 2026 | May 15, 2026 |
| Windward Private Wealth Management Inc. | History | Added to | 30,592 | 4,745 | 1.64% | 1.73% | 175 | +785 | 2.63% | Q1 2026 | May 06, 2026 |
| Essex Financial Services, Inc. | History | Added to | 30,555 | 4,739 | 0.27% | 0.29% | 176 | +341 | 1.13% | Q1 2026 | Apr 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,361 | 4,709 | 0.0% | 0.0% | 177 | +17,945 | 144.53% | Q1 2026 | May 15, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 30,090 | 4,667 | 1.37% | 1.41% | 178 | +1,213 | 4.2% | Q1 2026 | Apr 17, 2026 |
| Garde Capital, Inc. | History | Added to | 30,001 | 4,653 | 0.28% | 0.3% | 179 | +251 | 0.84% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 29,481 | 4,572 | 0.02% | — | 180 | +29,481 | New | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,649 | 4,443 | 0.01% | 0.01% | 181 | +7,748 | 37.07% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 28,459 | 4,414 | 1.62% | 1.81% | 182 | -1,357 | -4.55% | Q1 2026 | May 08, 2026 |
| WealthShield Partners, LLC | History | Reduced | 28,251 | 4,382 | 0.49% | 0.54% | 183 | -857 | -2.94% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 28,010 | 4,344 | 0.01% | 0.02% | 184 | -1,824 | -6.11% | Q1 2026 | May 12, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 28,008 | 4,344 | 1.76% | 1.86% | 185 | -153 | -0.54% | Q1 2026 | Apr 24, 2026 |
| Neumann Capital Management, LLC | History | Added to | 27,816 | 4,314 | 1.27% | 1.35% | 186 | +60 | 0.22% | Q1 2026 | Apr 13, 2026 |
| ASPIRIANT, LLC | History | No change | 27,787 | 4,310 | 0.12% | 0.13% | 187 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 27,670 | 4,292 | 0.01% | 0.01% | 188 | -77 | -0.28% | Q1 2026 | May 01, 2026 |
| Greenline Partners, LLC | History | No change | 27,574 | 4,277 | 0.46% | 0.53% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 26,866 | 4,167 | 0.01% | 0.01% | 190 | +324 | 1.22% | Q1 2026 | May 14, 2026 |
| JMG Financial Group, Ltd. | History | No change | 26,307 | 4,080 | 0.11% | 0.12% | 191 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Columbus Macro, LLC | History | Added to | 26,299 | 4,079 | 0.44% | 0.47% | 192 | +995 | 3.93% | Q1 2026 | Apr 21, 2026 |
| Midwest Trust Co | History | Added to | 25,836 | 4,007 | 0.05% | 0.05% | 193 | +271 | 1.06% | Q1 2026 | May 01, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 25,096 | 3,892 | 0.09% | 0.09% | 194 | +1,221 | 5.11% | Q1 2026 | May 15, 2026 |
| Omega Financial Group, LLC | History | Added to | 25,013 | 3,879 | 1.26% | 1.36% | 195 | +363 | 1.47% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 24,810 | 3,848 | 0.02% | 0.03% | 196 | +66 | 0.27% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 24,421 | 3,787 | 0.01% | 0.01% | 197 | +2,263 | 10.21% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 23,283 | 3,611 | 0.39% | 0.42% | 198 | -500 | -2.1% | Q1 2026 | Apr 28, 2026 |
| Stokes Family Office, LLC | History | Reduced | 23,142 | 3,589 | 0.37% | 0.36% | 199 | -106 | -0.46% | Q1 2026 | May 11, 2026 |
| Valpey Financial Services, LLC | History | Added to | 23,119 | 3,586 | 2.33% | 2.25% | 200 | +2,128 | 10.14% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 22,812 | 3,575 | 0.01% | 0.02% | 201 | +5,450 | 31.39% | Q1 2026 | May 12, 2026 |
| Americana Partners, LLC | History | Reduced | 22,908 | 3,553 | 0.09% | 0.16% | 202 | -11,574 | -33.57% | Q1 2026 | May 12, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 22,895 | 3,551 | 0.28% | 0.25% | 203 | +3,438 | 17.67% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 22,730 | 3,525 | 0.07% | 0.08% | 204 | -1,572 | -6.47% | Q1 2026 | Apr 17, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 22,566 | 3,500 | 3.02% | 3.19% | 205 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 22,548 | 3,497 | 0.02% | 0.02% | 206 | +5,267 | 30.48% | Q1 2026 | May 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 22,524 | 3,493 | 0.13% | 0.17% | 207 | +983 | 4.56% | Q1 2026 | May 19, 2026 |
| BAILARD, INC. | History | Added to | 22,224 | 3,447 | 0.08% | 0.08% | 208 | +237 | 1.08% | Q1 2026 | May 11, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 21,570 | 3,346 | 1.25% | 1.41% | 209 | -790 | -3.53% | Q1 2026 | Apr 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 21,539 | 3,340 | 0.02% | 0.01% | 210 | +1,444 | 7.19% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 21,323 | 3,307 | 0.03% | 0.03% | 211 | +2,547 | 13.57% | Q1 2026 | Apr 07, 2026 |
| Trek Financial, LLC | History | Added to | 21,090 | 3,271 | 0.17% | 0.2% | 212 | +63 | 0.3% | Q1 2026 | May 13, 2026 |
| EVOKE WEALTH, LLC | History | No change | 21,075 | 3,268 | 0.06% | 0.07% | 213 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Added to | 20,667 | 3,209 | 0.05% | 0.05% | 214 | +3,750 | 22.17% | Q1 2026 | Apr 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 20,657 | 3,204 | 0.03% | 0.03% | 215 | -2,716 | -11.62% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | Added to | 20,633 | 3,200 | 0.08% | 0.06% | 216 | +2,892 | 16.3% | Q1 2026 | May 11, 2026 |
| Bulwark Capital Corp | History | Added to | 20,439 | 3,170 | 1.95% | 2.39% | 217 | +438 | 2.19% | Q1 2026 | Apr 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 20,421 | 3,167 | 0.06% | 0.12% | 218 | -15,090 | -42.49% | Q1 2026 | Apr 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 19,749 | 3,063 | 0.0% | — | 219 | +19,749 | New | Q1 2026 | May 12, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 19,741 | 3,061 | 0.53% | 0.48% | 220 | +3,146 | 18.96% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 19,722 | 3,059 | 0.19% | 0.22% | 221 | -3 | -0.02% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 19,571 | 3,035 | 0.04% | 0.03% | 222 | +5,226 | 36.43% | Q1 2026 | May 12, 2026 |
| Eagle Strategies LLC | History | Added to | 19,385 | 3,006 | 0.36% | 0.41% | 223 | +104 | 0.54% | Q1 2026 | Apr 20, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 19,070 | 2,957 | 0.32% | 0.36% | 224 | -961 | -4.8% | Q1 2026 | Apr 23, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 18,845 | 2,923 | 0.0% | 0.0% | 225 | -58 | -0.31% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 18,658 | 2,894 | 0.26% | 0.28% | 226 | -365 | -1.92% | Q1 2026 | Apr 30, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 18,384 | 2,851 | 0.99% | 1.51% | 227 | -6,132 | -25.01% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 18,254 | 2,831 | 0.0% | 0.0% | 228 | +13,319 | 269.89% | Q1 2026 | May 13, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 17,915 | 2,778 | 0.83% | 0.44% | 229 | +8,807 | 96.7% | Q1 2026 | Apr 21, 2026 |
| RFG Advisory, LLC | History | Reduced | 17,869 | 2,771 | 0.05% | 0.12% | 230 | -19,489 | -52.17% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 17,774 | 2,757 | 0.04% | 0.05% | 231 | +3,462 | 24.19% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 16,137 | 2,710 | 0.3% | 0.3% | 232 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Added to | 17,421 | 2,702 | 0.33% | 0.35% | 233 | +217 | 1.26% | Q1 2026 | Apr 27, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Added to | 17,342 | 2,689 | 1.74% | 1.8% | 234 | +336 | 1.98% | Q1 2026 | Apr 20, 2026 |
| MLP3, LLC | History | Reduced | 17,241 | 2,674 | 2.95% | 3.19% | 235 | -147 | -0.85% | Q1 2026 | Apr 13, 2026 |
| SEEDS INVESTOR LLC | History | New | 15,587 | 2,662 | 0.36% | — | 236 | +15,587 | New | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 17,117 | 2,655 | 0.01% | 0.02% | 237 | -1,999 | -10.46% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 17,068 | 2,647 | 0.11% | — | 238 | +17,068 | New | Q1 2026 | May 14, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 16,892 | 2,620 | 0.72% | 0.74% | 239 | -210 | -1.23% | Q1 2026 | Apr 29, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 16,537 | 2,565 | 0.28% | 0.31% | 240 | -424 | -2.5% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 16,338 | 2,534 | 0.03% | 0.04% | 241 | +97 | 0.6% | Q1 2026 | May 15, 2026 |
| Keenan, LLC | History | Reduced | 16,466 | 2,525 | 2.13% | 2.96% | 242 | -3,619 | -18.02% | Q1 2026 | Apr 22, 2026 |
| PFG Advisors | History | Added to | 16,032 | 2,486 | 0.12% | 0.13% | 243 | +288 | 1.83% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,780 | 2,447 | 0.01% | 0.01% | 244 | +3,247 | 25.91% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 15,679 | 2,431 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | New | 15,590 | 2,418 | 0.0% | — | 246 | +15,590 | New | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Reduced | 15,379 | 2,385 | 0.07% | 0.07% | 247 | -232 | -1.49% | Q1 2026 | May 04, 2026 |
| Watchman Group, Inc. | History | Reduced | 15,306 | 2,374 | 0.57% | 0.62% | 248 | -73 | -0.47% | Q1 2026 | Apr 20, 2026 |
| NICOLET BANKSHARES INC | History | New | 15,054 | 2,335 | 0.09% | — | 249 | +15,054 | New | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 15,030 | 2,331 | 0.05% | 0.04% | 250 | +4,647 | 44.76% | Q1 2026 | May 14, 2026 |
| Van Diest Capital, LLC | History | Added to | 14,961 | 2,320 | 1.83% | 0.89% | 252 | +11,424 | 322.99% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 14,761 | 2,320 | 0.02% | 0.03% | 251 | -267 | -1.78% | Q1 2026 | Apr 07, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 14,862 | 2,305 | 1.17% | 1.27% | 253 | -132 | -0.88% | Q1 2026 | Apr 15, 2026 |
| COLUMBIA ADVISORY PARTNERS LLC | History | Reduced | 14,190 | 2,201 | 1.41% | 1.68% | 254 | -466 | -3.18% | Q1 2026 | Apr 23, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 14,030 | 2,176 | 0.0% | 0.02% | 255 | -105,035 | -88.22% | Q1 2026 | May 13, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 13,976 | 2,167 | 0.28% | 0.13% | 256 | +7,798 | 126.22% | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 11,621 | 2,163 | 0.15% | 0.14% | 257 | -13 | -0.11% | Q1 2026 | May 12, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 13,791 | 2,139 | 0.14% | 0.14% | 258 | -396 | -2.79% | Q1 2026 | Apr 30, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 13,625 | 2,113 | 1.09% | 0.87% | 259 | +2,980 | 27.99% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 13,507 | 2,095 | 0.02% | 0.03% | 260 | -1,696 | -11.16% | Q1 2026 | May 13, 2026 |
| Clarius Group, LLC | History | No change | 12,300 | 2,065 | 0.12% | 0.12% | 261 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 12,278 | 2,061 | 0.15% | 0.15% | 262 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 13,228 | 2,051 | 0.51% | 0.91% | 263 | -6,588 | -33.25% | Q1 2026 | Apr 29, 2026 |
| IFS Group,LLC | History | New | 12,637 | 1,960 | 1.75% | — | 264 | +12,637 | New | Q1 2026 | May 18, 2026 |
| Navigation Group, LLC | History | New | 12,619 | 1,957 | 0.46% | — | 265 | +12,619 | New | Q1 2026 | May 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 12,613 | 1,956 | 0.1% | — | 266 | +12,613 | New | Q1 2026 | Apr 16, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 12,610 | 1,955 | 0.55% | 0.73% | 267 | -2,563 | -16.89% | Q1 2026 | Apr 16, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Reduced | 12,544 | 1,945 | 0.52% | 1.17% | 268 | -12,492 | -49.9% | Q1 2026 | May 05, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 12,437 | 1,929 | 0.2% | 0.26% | 269 | -1,393 | -10.07% | Q1 2026 | Apr 20, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 12,326 | 1,911 | 0.24% | — | 271 | +12,326 | New | Q1 2026 | May 18, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 12,322 | 1,911 | 0.27% | 0.29% | 270 | -156 | -1.25% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 12,164 | 1,886 | 0.02% | 0.03% | 272 | +944 | 8.41% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 12,032 | 1,874 | 0.0% | 0.0% | 273 | +26 | 0.22% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 12,054 | 1,869 | 0.08% | 0.1% | 274 | -181 | -1.48% | Q1 2026 | Apr 28, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 12,038 | 1,867 | 0.08% | 0.01% | 275 | +10,602 | 738.3% | Q1 2026 | May 14, 2026 |
| BCS Wealth Management | History | Reduced | 11,962 | 1,855 | 0.38% | 0.41% | 276 | -11,962 | -50.0% | Q1 2026 | Apr 17, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 11,014 | 1,849 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 11,751 | 1,822 | 0.09% | 0.09% | 278 | +703 | 6.36% | Q1 2026 | Apr 28, 2026 |
| Banque Cantonale Vaudoise | History | No change | 11,000 | 1,804 | 0.07% | 0.07% | 279 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 11,536 | 1,789 | 0.01% | 0.01% | 280 | +18 | 0.16% | Q1 2026 | Apr 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 11,476 | 1,780 | 0.01% | 0.01% | 281 | +194 | 1.72% | Q1 2026 | May 12, 2026 |
| St. Clair Advisors, LLC | History | Added to | 11,054 | 1,714 | 0.46% | 0.35% | 282 | +3,056 | 38.21% | Q1 2026 | Apr 23, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 10,813 | 1,677 | 0.17% | 0.02% | 283 | +10,087 | 1389.39% | Q1 2026 | May 14, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | Added to | 10,762 | 1,669 | 0.29% | 0.29% | 284 | +1,193 | 12.47% | Q1 2026 | Apr 17, 2026 |
| MATAURO, LLC | History | Reduced | 10,648 | 1,651 | 0.24% | 0.43% | 285 | -6,502 | -37.91% | Q1 2026 | Apr 22, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 10,522 | 1,632 | 0.09% | 0.1% | 286 | +5,274 | 100.5% | Q1 2026 | Apr 22, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 10,508 | 1,629 | 0.32% | 0.38% | 287 | -232 | -2.16% | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 9,656 | 1,621 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GSG Advisors LLC | History | Reduced | 10,372 | 1,608 | 0.42% | 0.45% | 289 | -61 | -0.58% | Q1 2026 | May 13, 2026 |
| Darden Wealth Group Inc | History | Reduced | 10,164 | 1,576 | 0.8% | 0.85% | 290 | -210 | -2.02% | Q1 2026 | May 08, 2026 |
| CIM, LLC | History | Reduced | 10,160 | 1,575 | 0.23% | 0.23% | 291 | -156 | -1.51% | Q1 2026 | May 18, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Reduced | 10,102 | 1,566 | 0.62% | 0.69% | 292 | -39 | -0.38% | Q1 2026 | Apr 29, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 9,348 | 1,564 | 0.46% | 0.46% | 293 | +11 | 0.12% | Q1 2026 | Apr 16, 2026 |
| Richmond Investment Services, LLC | History | Added to | 9,925 | 1,539 | 0.25% | 0.23% | 294 | +1,911 | 23.85% | Q1 2026 | Apr 29, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 9,918 | 1,538 | 0.08% | 0.09% | 295 | -85 | -0.85% | Q1 2026 | Apr 15, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 9,907 | 1,536 | 0.52% | 0.6% | 296 | -284 | -2.79% | Q1 2026 | Apr 17, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 9,807 | 1,521 | 0.04% | 0.05% | 297 | -639 | -6.12% | Q1 2026 | May 11, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 9,776 | 1,516 | 0.82% | 0.56% | 298 | +2,159 | 28.34% | Q1 2026 | Apr 13, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 9,735 | 1,509 | 0.83% | 1.04% | 299 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,519 | 1,504 | 0.03% | 0.03% | 300 | +713 | 9.13% | Q1 2026 | May 04, 2026 |