iSHARES TRUST - IUSV
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 | Reduced | 83,374,722 | 8,525,065 | 0.62% | 0.62% | 1 | -26,908 | -0.03% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 17,225,624 | 1,761,320 | 0.47% | 0.46% | 2 | +819,093 | 4.99% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Added to | 9,859,581 | 1,008,142 | 0.06% | 0.06% | 3 | +138,830 | 1.43% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,651,770 | 768,343 | 0.37% | 0.4% | 4 | +1,234,205 | 19.23% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,165,021 | 732,623 | 0.2% | 0.18% | 5 | +1,227,412 | 20.67% | Q1 2026 | May 04, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,642,282 | 474,673 | 7.27% | 7.16% | 6 | +68,523 | 1.5% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,275,724 | 437,192 | 5.0% | 5.14% | 7 | -162,284 | -3.66% | Q1 2026 | Apr 20, 2026 |
| Kestra Investment Management, LLC | History | Added to | 3,893,371 | 398,097 | 6.87% | 9.46% | 8 | +121,202 | 3.21% | Q1 2026 | May 11, 2026 |
| ASPIRIANT, LLC | History | Added to | 3,683,055 | 376,592 | 10.73% | 10.55% | 9 | +100,859 | 2.82% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,788,906 | 285,165 | 2.12% | 2.13% | 10 | +193,997 | 7.48% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,079,573 | 208,934 | 0.01% | 0.01% | 11 | -242,687 | -10.45% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,640,137 | 167,704 | 0.05% | 0.05% | 12 | -80,325 | -4.67% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 1,599,208 | 163,519 | 0.02% | 0.03% | 13 | -12,880 | -0.8% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,508,476 | 154,242 | 0.03% | 0.02% | 14 | +29,887 | 2.02% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,437,925 | 147,027 | 0.08% | 0.07% | 15 | +218,862 | 17.95% | Q1 2026 | May 08, 2026 |
| Auto-Owners Insurance Co | History | No change | 1,354,000 | 138,649 | 2.9% | 2.92% | 16 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 1,313,006 | 134,258 | 1.33% | 1.3% | 17 | +164,901 | 14.36% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 1,187,481 | 121,419 | 1.46% | 1.42% | 18 | -6,411 | -0.54% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,183,894 | 121,053 | 0.02% | 0.02% | 19 | +89,221 | 8.15% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,165,952 | 119,218 | 0.34% | 0.3% | 20 | +71,953 | 6.58% | Q1 2026 | May 08, 2026 |
| Foster Group, Inc. | History | Added to | 1,112,192 | 113,721 | 3.38% | 3.35% | 21 | +31,352 | 2.9% | Q1 2026 | Apr 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,024,836 | 104,789 | 0.15% | 0.13% | 22 | +137,806 | 15.54% | Q1 2026 | May 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 863,837 | 88,577 | 7.94% | 7.94% | 23 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 818,409 | 83,299 | 0.12% | 0.1% | 24 | +113,116 | 16.04% | Q1 2026 | May 15, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 810,696 | 82,893 | 7.42% | — | 25 | +810,696 | New | Q1 2026 | Apr 08, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 791,991 | 80,980 | 3.65% | 5.91% | 26 | -505,355 | -38.95% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 717,475 | 73,361 | 0.08% | 0.08% | 27 | +10,010 | 1.41% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 710,815 | 72,680 | 0.08% | 0.08% | 28 | -32,785 | -4.41% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 702,083 | 71,787 | 1.05% | 0.99% | 29 | +74,434 | 11.86% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 695,650 | 71,130 | 0.4% | 0.4% | 30 | +360 | 0.05% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 658,576 | 67,339 | 0.09% | 0.16% | 31 | -503,071 | -43.31% | Q1 2026 | Apr 27, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | Added to | 653,302 | 66,800 | 8.85% | 8.88% | 32 | +9,428 | 1.46% | Q1 2026 | Apr 21, 2026 |
| Allworth Financial LP | History | Reduced | 597,602 | 61,104 | 0.25% | 0.26% | 33 | -14,356 | -2.35% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 568,929 | 58,172 | 0.15% | 0.17% | 34 | -44,143 | -7.2% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 525,572 | 53,739 | 0.09% | 0.09% | 35 | -18,014 | -3.31% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 513,451 | 52,505 | 0.08% | 0.08% | 36 | +10,726 | 2.13% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 477,801 | 48,855 | 0.0% | 0.0% | 37 | +6,864 | 1.46% | Q1 2026 | May 15, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 453,426 | 46,362 | 4.47% | 4.37% | 38 | -4,909 | -1.07% | Q1 2026 | May 04, 2026 |
| Curi Capital, LLC | History | Added to | 449,471 | 45,958 | 0.82% | 0.55% | 39 | +138,672 | 44.62% | Q1 2026 | May 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 442,950 | 45,291 | 3.2% | — | 40 | +442,950 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 434,741 | 44,452 | 0.01% | 0.01% | 41 | -125,430 | -22.39% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 418,662 | 42,808 | 0.05% | 0.05% | 42 | -30,215 | -6.73% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 417,873 | 42,716 | 0.01% | 0.01% | 43 | -1,910 | -0.45% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 407,856 | 41,703 | 1.83% | 2.11% | 44 | -27,921 | -6.41% | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 390,733 | 40,077 | 0.08% | 0.06% | 45 | -60,690 | -13.44% | Q1 2026 | Apr 08, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 381,429 | 39,001 | 14.11% | 13.71% | 46 | +25,354 | 7.12% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 367,483 | 37,575 | 0.72% | 0.69% | 47 | +6,560 | 1.82% | Q1 2026 | May 12, 2026 |
| Veracity Capital LLC | History | Reduced | 360,856 | 36,897 | 13.18% | 12.22% | 48 | -44,095 | -10.89% | Q1 2026 | Apr 09, 2026 |
| HOWE & RUSLING INC | History | Added to | 358,791 | 36,686 | 2.39% | 2.37% | 49 | +9,474 | 2.71% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 358,137 | 36,620 | 0.56% | 0.52% | 50 | +10,731 | 3.09% | Q1 2026 | May 01, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 344,715 | 35,247 | 0.07% | 0.06% | 51 | +55,709 | 19.28% | Q1 2026 | May 14, 2026 |
| Townsend & Associates, Inc | History | Reduced | 319,320 | 34,077 | 2.94% | 3.42% | 52 | -43,975 | -12.1% | Q1 2026 | Apr 28, 2026 |
| PCA Investment Advisory Services Inc. | History | Added to | 320,867 | 32,808 | 10.95% | 10.84% | 53 | +18,359 | 6.07% | Q1 2026 | May 11, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 312,125 | 31,914 | 5.09% | 5.84% | 54 | +176 | 0.06% | Q1 2026 | Apr 30, 2026 |
| ForthRight Wealth Management, LLC | History | Added to | 302,273 | 30,907 | 8.77% | 8.86% | 55 | +1,816 | 0.6% | Q1 2026 | May 12, 2026 |
| DDFG, Inc | History | Added to | 297,363 | 30,405 | 6.55% | 6.29% | 56 | +17,053 | 6.08% | Q1 2026 | Apr 22, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 295,600 | 30,225 | 14.15% | 13.89% | 57 | +2,090 | 0.71% | Q1 2026 | Apr 16, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 286,084 | 29,252 | 0.36% | 0.43% | 58 | -54,785 | -16.07% | Q1 2026 | Apr 20, 2026 |
| Duncan Williams Asset Management, LLC | History | Reduced | 270,470 | 27,655 | 7.67% | 7.26% | 59 | -2,354 | -0.86% | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | Added to | 250,032 | 25,565 | 0.22% | 0.22% | 60 | +10,478 | 4.37% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 249,807 | 25,542 | 0.07% | 0.07% | 61 | -38,188 | -13.26% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 246,630 | 25,217 | 0.02% | 0.03% | 62 | -140,682 | -36.32% | Q1 2026 | May 07, 2026 |
| Gotham Asset Management, LLC | History | Added to | 240,968 | 24,638 | 0.08% | 0.05% | 63 | +112,478 | 87.54% | Q1 2026 | May 15, 2026 |
| Garde Capital, Inc. | History | Reduced | 237,433 | 24,277 | 1.45% | 1.47% | 64 | -3,936 | -1.63% | Q1 2026 | Apr 28, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 234,683 | 23,996 | 0.94% | 0.97% | 65 | -5,254 | -2.19% | Q1 2026 | Apr 10, 2026 |
| GDS Wealth Management | History | Reduced | 228,072 | 23,320 | 1.4% | 1.55% | 66 | -13,398 | -5.55% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 226,681 | 23,178 | 0.13% | 0.12% | 67 | +9,814 | 4.53% | Q1 2026 | May 05, 2026 |
| Salus Financial Advisors, LLC | History | Added to | 225,265 | 23,033 | 13.43% | 12.72% | 68 | +18,274 | 8.83% | Q1 2026 | Apr 23, 2026 |
| Alliance Private Wealth, LLC | History | Added to | 220,943 | 22,591 | 8.12% | 8.06% | 69 | +2,366 | 1.08% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 219,581 | 22,452 | 0.11% | 0.17% | 70 | -137,015 | -38.42% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 216,562 | 22,143 | 0.04% | 0.04% | 71 | -75 | -0.03% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 211,610 | 21,637 | 0.06% | 0.06% | 72 | +1,453 | 0.69% | Q1 2026 | Apr 30, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 209,516 | 21,423 | 0.89% | 0.93% | 73 | -1,391 | -0.66% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 206,404 | 21,104 | 0.08% | 0.07% | 74 | +37,609 | 22.28% | Q1 2026 | Apr 30, 2026 |
| Strategies Wealth Advisors, LLC | History | Reduced | 203,013 | 20,758 | 2.09% | 2.16% | 75 | -7,533 | -3.58% | Q1 2026 | May 15, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 201,795 | 20,633 | 9.94% | 10.03% | 76 | +2,518 | 1.26% | Q1 2026 | May 08, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 200,476 | 20,498 | 3.75% | 3.71% | 77 | -545 | -0.27% | Q1 2026 | Apr 30, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 192,555 | 20,256 | 9.08% | 9.16% | 78 | -1,459 | -0.75% | Q1 2026 | Apr 13, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 182,128 | 18,622 | 6.27% | 5.95% | 79 | +7,253 | 4.15% | Q1 2026 | May 13, 2026 |
| High Probability Advisors, LLC | History | Added to | 178,271 | 18,228 | 2.33% | 2.35% | 80 | +6,686 | 3.9% | Q1 2026 | Apr 10, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 162,440 | 16,609 | 1.6% | 1.55% | 81 | -771 | -0.47% | Q1 2026 | May 06, 2026 |
| Financial Partners Group, Inc | History | Added to | 161,395 | 16,502 | 1.97% | 1.95% | 82 | +1,031 | 0.64% | Q1 2026 | Apr 10, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 159,592 | 16,318 | 3.21% | 3.23% | 83 | +10,356 | 6.94% | Q1 2026 | Apr 20, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 158,595 | 16,216 | 0.18% | 0.18% | 84 | +3,029 | 1.95% | Q1 2026 | Apr 20, 2026 |
| Equitable Holdings, Inc. | History | Added to | 331,227 | 16,109 | 0.1% | 0.16% | 85 | +100,206 | 43.38% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 156,812 | 16,033 | 0.1% | 0.08% | 86 | +26,290 | 20.14% | Q1 2026 | May 15, 2026 |
| Trek Financial, LLC | History | Reduced | 155,090 | 15,857 | 0.84% | 1.37% | 87 | -75,512 | -32.75% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 153,047 | 15,648 | 0.05% | 0.04% | 88 | +2,426 | 1.61% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 151,232 | 15,463 | 0.01% | 0.01% | 89 | -11,299 | -6.95% | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | New | 149,660 | 15,302 | 0.02% | — | 90 | +149,660 | New | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 147,252 | 15,056 | 0.07% | 0.09% | 91 | -712 | -0.48% | Q1 2026 | May 04, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 145,694 | 14,897 | 1.45% | 1.46% | 92 | +384 | 0.26% | Q1 2026 | Apr 29, 2026 |
| Petix & Botte Co | History | Reduced | 144,214 | 14,745 | 3.29% | 3.55% | 93 | -8,257 | -5.42% | Q1 2026 | Apr 30, 2026 |
| Cosner Financial Group, LLC | History | Added to | 139,863 | 14,300 | 7.85% | 7.3% | 94 | +345 | 0.25% | Q1 2026 | May 01, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Reduced | 139,371 | 14,250 | 10.54% | 10.67% | 95 | -1,624 | -1.15% | Q1 2026 | May 15, 2026 |
| Carl P. Sherr & Co., LLC | History | Reduced | 136,427 | 13,949 | 6.55% | 6.43% | 96 | -564 | -0.41% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 134,278 | 13,729 | 0.01% | 0.01% | 97 | +1,218 | 0.92% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 125,476 | 12,829 | 0.02% | 0.05% | 98 | -168,135 | -57.26% | Q1 2026 | May 14, 2026 |
| Keenan, LLC | History | Added to | 120,130 | 12,351 | 10.42% | 9.46% | 99 | +15,173 | 14.46% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 119,388 | 12,207 | 0.74% | 0.75% | 100 | +2,787 | 2.39% | Q1 2026 | Apr 13, 2026 |
| Atria Investments, Inc | History | Reduced | 118,551 | 12,121 | 0.14% | 0.2% | 101 | -50,759 | -29.98% | Q1 2026 | May 05, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 117,673 | 12,066 | 0.9% | 0.9% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 112,742 | 11,527 | 0.02% | 0.02% | 103 | -28,987 | -20.45% | Q1 2026 | Apr 27, 2026 |
| Lutz Financial Services LLC | History | Reduced | 111,571 | 11,408 | 0.77% | 0.78% | 104 | -773 | -0.69% | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 110,745 | 11,323 | 0.13% | 0.13% | 105 | +1,855 | 1.7% | Q1 2026 | Apr 28, 2026 |
| Roberts Financial Services LLC | History | Reduced | 110,281 | 11,276 | 3.59% | 3.67% | 106 | -3,867 | -3.39% | Q1 2026 | Apr 15, 2026 |
| Mariner, LLC | History | Added to | 106,867 | 10,927 | 0.01% | 0.01% | 107 | +1,738 | 1.65% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 106,391 | 10,878 | 0.09% | 0.13% | 108 | +2,735 | 2.64% | Q1 2026 | May 15, 2026 |
| ARWA LLC | History | Added to | 102,381 | 10,770 | 5.34% | 5.58% | 109 | +9,115 | 9.77% | Q1 2026 | Apr 13, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 104,819 | 10,717 | 0.18% | 0.04% | 110 | +80,138 | 324.7% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 103,513 | 10,584 | 0.03% | 0.02% | 111 | +36,509 | 54.49% | Q1 2026 | Apr 22, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 101,314 | 10,359 | 0.86% | 0.93% | 112 | -2,397 | -2.31% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Reduced | 100,840 | 10,310 | 0.29% | 0.31% | 113 | -7,902 | -7.27% | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 97,701 | 9,989 | 0.31% | 0.32% | 114 | +1,784 | 1.86% | Q1 2026 | Apr 08, 2026 |
| Weil Company, Inc. | History | Added to | 97,655 | 9,985 | 2.24% | 1.91% | 115 | +16,720 | 20.66% | Q1 2026 | Apr 15, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 96,529 | 9,870 | 0.15% | 0.14% | 116 | +305 | 0.32% | Q1 2026 | Apr 08, 2026 |
| Quent Capital, LLC | History | Reduced | 96,370 | 9,853 | 0.7% | 0.73% | 117 | -2,286 | -2.32% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Reduced | 94,482 | 9,665 | 0.05% | 0.05% | 118 | -1,202 | -1.26% | Q1 2026 | May 15, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 93,569 | 9,567 | 0.74% | 0.7% | 119 | +3,654 | 4.06% | Q1 2026 | Apr 24, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 93,484 | 9,558 | 0.2% | 0.23% | 120 | -11,664 | -11.09% | Q1 2026 | Apr 27, 2026 |
| Independence Financial Advisors, LLC | History | Reduced | 92,953 | 9,504 | 2.85% | 3.35% | 121 | -25,762 | -21.7% | Q1 2026 | Apr 15, 2026 |
| Financial Council, LLC | History | Added to | 90,785 | 9,282 | 3.58% | 3.7% | 122 | +319 | 0.35% | Q1 2026 | Apr 21, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 88,535 | 9,052 | 0.85% | 0.76% | 123 | +5,479 | 6.6% | Q1 2026 | May 15, 2026 |
| ICONIQ Capital, LLC | History | No change | 85,842 | 8,777 | 0.2% | 0.13% | 124 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 85,459 | 8,744 | 0.0% | 0.0% | 125 | -10,021 | -10.5% | Q1 2026 | May 15, 2026 |
| Amplius Wealth Advisors, LLC | History | Reduced | 84,621 | 8,652 | 0.72% | 0.75% | 126 | -2,649 | -3.04% | Q1 2026 | Apr 13, 2026 |
| Alpha Zero LLC | History | Added to | 83,264 | 8,513 | 4.31% | 4.57% | 127 | +1,599 | 1.96% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 82,275 | 8,436 | 0.0% | 0.0% | 128 | -7,640 | -8.5% | Q1 2026 | May 15, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 80,426 | 8,223 | 4.08% | 4.05% | 129 | +1,508 | 1.91% | Q1 2026 | Apr 23, 2026 |
| HighMark Wealth Management LLC | History | Added to | 80,539 | 8,210 | 3.34% | 3.21% | 130 | +3,739 | 4.87% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 79,237 | 8,102 | 0.01% | 0.01% | 131 | +4,030 | 5.36% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 77,615 | 7,936 | 0.09% | 0.05% | 132 | +38,477 | 98.31% | Q1 2026 | May 15, 2026 |
| Canvas Wealth Advisors, LLC | History | Added to | 76,631 | 7,835 | 1.33% | 1.3% | 133 | +2,163 | 2.9% | Q1 2026 | Apr 28, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 75,728 | 7,743 | 0.08% | 0.08% | 134 | +64 | 0.08% | Q1 2026 | May 08, 2026 |
| MOTIVE WEALTH ADVISORS | History | Reduced | 75,222 | 7,691 | 3.61% | 3.31% | 135 | -677 | -0.89% | Q1 2026 | Apr 14, 2026 |
| Family Capital Management, Inc. | History | Added to | 75,005 | 7,669 | 3.41% | 2.27% | 136 | +25,107 | 50.32% | Q1 2026 | Apr 22, 2026 |
| Symphony Financial, Ltd. Co. | History | Reduced | 74,408 | 7,574 | 1.0% | 1.09% | 137 | -4,632 | -5.86% | Q1 2026 | Apr 30, 2026 |
| Canandaigua National Trust Co of Florida | History | Reduced | 73,765 | 7,542 | 6.06% | 4.76% | 138 | -366 | -0.49% | Q1 2026 | Apr 08, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 71,340 | 7,294 | 0.28% | 0.21% | 139 | +9,017 | 14.47% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 71,183 | 7,278 | 0.35% | 0.78% | 140 | -95,174 | -57.21% | Q1 2026 | May 18, 2026 |
| LEGACY SOLUTIONS, LLC | History | Reduced | 70,673 | 7,226 | 6.7% | 6.74% | 141 | -4,158 | -5.56% | Q1 2026 | Apr 07, 2026 |
| Independent Advisor Alliance | History | New | 70,222 | 7,180 | 0.08% | — | 142 | +70,222 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 70,127 | 7,173 | 0.01% | 0.01% | 143 | +36,520 | 108.67% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Reduced | 68,742 | 7,028 | 0.63% | 1.07% | 144 | -45,402 | -39.78% | Q1 2026 | Apr 17, 2026 |
| CIBC Bancorp USA Inc. | History | New | 68,355 | 6,989 | 0.01% | — | 145 | +68,355 | New | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 67,597 | 6,911 | 0.08% | 0.09% | 146 | -2,918 | -4.14% | Q1 2026 | May 01, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 67,175 | 6,868 | 0.26% | 0.24% | 147 | +3,809 | 6.01% | Q1 2026 | May 11, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 66,066 | 6,755 | 6.54% | 6.61% | 148 | +1,672 | 2.6% | Q1 2026 | Apr 28, 2026 |
| Able Wealth Management LLC | History | Added to | 64,947 | 6,640 | 1.78% | 2.06% | 149 | +1,423 | 2.24% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Added to | 63,917 | 6,535 | 0.14% | 0.14% | 150 | +1,298 | 2.07% | Q1 2026 | May 01, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 60,870 | 6,224 | 1.55% | 1.74% | 151 | -801 | -1.3% | Q1 2026 | Apr 29, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 57,502 | 6,023 | 4.06% | 4.04% | 152 | +256 | 0.45% | Q1 2026 | Apr 10, 2026 |
| Columbus Macro, LLC | History | Added to | 58,781 | 6,010 | 0.64% | 0.65% | 153 | +1,178 | 2.05% | Q1 2026 | Apr 21, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 58,232 | 5,954 | 3.49% | 3.41% | 154 | +482 | 0.83% | Q1 2026 | Apr 17, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 57,762 | 5,906 | 0.23% | 0.25% | 155 | -8,860 | -13.3% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 57,409 | 5,870 | 0.1% | 0.1% | 156 | +6,839 | 13.52% | Q1 2026 | May 18, 2026 |
| Summit Financial, LLC | History | Added to | 56,779 | 5,805 | 0.07% | 0.08% | 157 | +4,047 | 7.67% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | No change | 56,387 | 5,765 | 0.06% | 0.06% | 158 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 55,927 | 5,718 | 0.08% | 0.02% | 159 | +41,685 | 292.69% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 54,459 | 5,584 | 0.1% | 0.1% | 160 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 54,461 | 5,568 | 0.01% | 0.01% | 161 | -2,528 | -4.44% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 53,792 | 5,500 | 0.01% | 0.0% | 162 | +50,122 | 1365.72% | Q1 2026 | May 01, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 53,232 | 5,442 | 0.62% | 0.63% | 163 | -983 | -1.81% | Q1 2026 | May 01, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 52,847 | 5,403 | 0.15% | 0.16% | 164 | -8,755 | -14.21% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 51,795 | 5,311 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Eley Financial Management, Inc | History | Added to | 51,500 | 5,265 | 1.9% | 1.87% | 166 | +815 | 1.61% | Q1 2026 | May 19, 2026 |
| Spire Wealth Management | History | Reduced | 51,395 | 5,255 | 0.18% | 0.18% | 167 | -1,077 | -2.05% | Q1 2026 | Apr 22, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 50,360 | 5,149 | 0.09% | 0.09% | 168 | -759 | -1.48% | Q1 2026 | Apr 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 49,532 | 5,064 | 0.07% | 0.09% | 169 | -4,234 | -7.87% | Q1 2026 | May 11, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 48,908 | 5,000 | 0.79% | 0.91% | 170 | +936 | 1.95% | Q1 2026 | Apr 17, 2026 |
| Elm Partners Management LLC | History | Added to | 49,756 | 4,998 | 0.22% | 0.21% | 171 | +4,623 | 10.24% | Q1 2026 | May 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Reduced | 48,024 | 4,910 | 1.18% | 1.38% | 172 | -3,585 | -6.95% | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 48,011 | 4,896 | 0.01% | 0.04% | 173 | -21,219 | -30.65% | Q1 2026 | May 12, 2026 |
| Variant Private Wealth, LLC | History | Added to | 47,704 | 4,877 | 5.91% | 5.06% | 174 | +179 | 0.38% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 46,571 | 4,761 | 0.01% | 0.01% | 175 | -118 | -0.25% | Q1 2026 | May 14, 2026 |
| Eaton Financial Holdings Company, LLC | History | Reduced | 46,477 | 4,752 | 1.56% | 1.37% | 176 | -3,331 | -6.69% | Q1 2026 | Apr 15, 2026 |
| Breakwater Capital Group | History | Reduced | 45,720 | 4,674 | 0.63% | 0.67% | 177 | -959 | -2.05% | Q1 2026 | Apr 20, 2026 |
| VestGen Advisors, LLC | History | Added to | 42,044 | 4,572 | 0.12% | 0.05% | 178 | +30,649 | 268.97% | Q1 2026 | May 14, 2026 |
| ROVIN CAPITAL /UT/ /ADV | History | No change | 44,340 | 4,547 | 1.21% | 1.21% | 179 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BlackRock, Inc. | History | Added to | 44,292 | 4,528 | 0.0% | 0.0% | 180 | +2,824 | 6.81% | Q1 2026 | May 13, 2026 |
| Asset Management Group, Inc. | History | Reduced | 43,480 | 4,445 | 0.72% | 0.79% | 181 | -4,130 | -8.67% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 42,601 | 4,355 | 0.08% | 0.07% | 182 | +8,151 | 23.66% | Q1 2026 | May 11, 2026 |
| EQUITY INVESTMENT CORP | History | Reduced | 42,378 | 4,333 | 0.08% | 0.19% | 183 | -49,526 | -53.89% | Q1 2026 | May 04, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 42,232 | 4,318 | 0.0% | 0.0% | 184 | -733 | -1.71% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 40,701 | 4,161 | 0.1% | 0.1% | 185 | -708 | -1.71% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 40,539 | 4,145 | 0.01% | 0.01% | 186 | -1,042 | -2.51% | Q1 2026 | May 12, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 40,537 | 4,144 | 2.48% | 2.21% | 187 | -2,325 | -5.42% | Q1 2026 | Apr 15, 2026 |
| BAILARD, INC. | History | Added to | 40,129 | 4,103 | 0.09% | 0.09% | 188 | +647 | 1.64% | Q1 2026 | May 11, 2026 |
| Wealth Management Partners, LLC | History | Added to | 40,127 | 4,103 | 1.17% | 1.17% | 189 | +17 | 0.04% | Q1 2026 | Apr 17, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 39,526 | 4,047 | 0.07% | 0.08% | 190 | -2,557 | -6.08% | Q1 2026 | May 14, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 39,278 | 4,016 | 0.19% | 0.18% | 191 | +2,370 | 6.42% | Q1 2026 | Apr 27, 2026 |
| Towne Trust Company, N.A | History | Added to | 39,026 | 3,990 | 1.28% | 0.99% | 192 | +7,939 | 25.54% | Q1 2026 | Apr 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 38,976 | 3,985 | 0.09% | — | 193 | +38,976 | New | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 38,824 | 3,969 | 0.0% | 0.0% | 194 | -418 | -1.07% | Q1 2026 | May 14, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 38,460 | 3,932 | 1.36% | 1.38% | 195 | -383 | -0.99% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 38,107 | 3,896 | 0.05% | 0.05% | 196 | +1,536 | 4.2% | Q1 2026 | Apr 23, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 37,592 | 3,843 | 0.02% | 0.02% | 197 | -1,534 | -3.92% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 37,444 | 3,828 | 0.09% | 0.06% | 198 | +13,136 | 54.04% | Q1 2026 | May 04, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 37,148 | 3,798 | 1.59% | 2.0% | 199 | -4,069 | -9.87% | Q1 2026 | Apr 17, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 37,129 | 3,796 | 0.02% | 0.01% | 200 | +24,677 | 198.18% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 36,745 | 3,767 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 36,602 | 3,742 | 0.2% | 0.81% | 202 | -142,414 | -79.55% | Q1 2026 | Apr 28, 2026 |
| Greenline Partners, LLC | History | No change | 35,658 | 3,646 | 0.39% | 0.42% | 203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 34,543 | 3,532 | 0.22% | 0.26% | 204 | -2,895 | -7.73% | Q1 2026 | May 15, 2026 |
| VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | History | Added to | 33,764 | 3,452 | 1.03% | 0.76% | 205 | +8,393 | 33.08% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,449 | 3,420 | 0.0% | 0.0% | 206 | +2,876 | 9.41% | Q1 2026 | May 15, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | Reduced | 32,545 | 3,327 | 2.16% | 2.14% | 207 | -484 | -1.47% | Q1 2026 | Apr 20, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Reduced | 32,280 | 3,300 | 1.79% | 1.53% | 208 | -1,885 | -5.52% | Q1 2026 | Apr 13, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 31,906 | 3,262 | 0.45% | 0.46% | 209 | -132 | -0.41% | Q1 2026 | May 13, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 31,663 | 3,237 | 0.56% | 0.6% | 210 | -830 | -2.55% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 31,433 | 3,208 | 0.03% | 0.04% | 211 | -157 | -0.5% | Q1 2026 | May 13, 2026 |
| Family Manage LLC | History | Added to | 30,957 | 3,165 | 0.38% | 0.39% | 212 | +482 | 1.58% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 30,002 | 3,067 | 0.02% | 0.01% | 213 | +5,801 | 23.97% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 29,683 | 3,035 | 0.13% | — | 214 | +29,683 | New | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 29,547 | 3,021 | 0.35% | 0.33% | 215 | +630 | 2.18% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 28,576 | 2,925 | 0.03% | 0.03% | 216 | +588 | 2.1% | Q1 2026 | Apr 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 28,600 | 2,924 | 0.0% | 0.01% | 217 | -19,100 | -40.04% | Q1 2026 | May 14, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 28,577 | 2,922 | 0.69% | 0.67% | 218 | +562 | 2.01% | Q1 2026 | May 12, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | Reduced | 28,340 | 2,897 | 1.96% | 5.65% | 219 | -52,425 | -64.91% | Q1 2026 | Apr 30, 2026 |
| Apollon Financial, LLC | History | Added to | 27,800 | 2,842 | 0.39% | 0.3% | 220 | +7,734 | 38.54% | Q1 2026 | Apr 22, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 27,678 | 2,830 | 1.84% | 1.89% | 221 | -1,210 | -4.19% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 27,617 | 2,823 | 0.01% | 0.01% | 222 | +3,368 | 13.89% | Q1 2026 | May 08, 2026 |
| Eagle Strategies LLC | History | Added to | 27,607 | 2,822 | 0.34% | 0.35% | 223 | +591 | 2.19% | Q1 2026 | Apr 20, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 27,434 | 2,805 | 0.03% | 0.02% | 224 | +6,769 | 32.76% | Q1 2026 | May 13, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 26,971 | 2,757 | 0.3% | 0.31% | 225 | -942 | -3.37% | Q1 2026 | Apr 23, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 26,925 | 2,753 | 0.1% | 0.1% | 226 | +495 | 1.87% | Q1 2026 | Apr 24, 2026 |
| Prospera Financial Services Inc | History | Added to | 26,841 | 2,745 | 0.04% | 0.04% | 227 | +1,655 | 6.57% | Q1 2026 | Apr 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 26,562 | 2,715 | 0.04% | 0.04% | 228 | -347 | -1.29% | Q1 2026 | Apr 08, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 26,162 | 2,675 | 0.73% | 0.76% | 229 | +91 | 0.35% | Q1 2026 | May 13, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | Reduced | 25,663 | 2,624 | 1.35% | 1.58% | 230 | -4,153 | -13.93% | Q1 2026 | May 13, 2026 |
| General Partner, Inc. | History | No change | 25,634 | 2,621 | 1.6% | 1.49% | 231 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 25,191 | 2,575 | 0.23% | 0.22% | 232 | +832 | 3.42% | Q1 2026 | Apr 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 24,976 | 2,561 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wealth Advisors of Iowa, LLC | History | Reduced | 24,966 | 2,552 | 0.79% | 0.84% | 234 | -91 | -0.36% | Q1 2026 | May 13, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 24,832 | 2,539 | 1.01% | 0.95% | 235 | +881 | 3.68% | Q1 2026 | Apr 27, 2026 |
| Brooklyn Investment Group | History | Added to | 24,521 | 2,507 | 0.08% | 0.11% | 236 | +1,180 | 5.06% | Q1 2026 | Apr 29, 2026 |
| Life Planning Partners, Inc | History | No change | 24,491 | 2,504 | 1.91% | 1.92% | 237 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 24,309 | 2,485 | 0.01% | 0.01% | 238 | -8,933 | -26.87% | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | No change | 24,218 | 2,476 | 0.14% | 0.15% | 239 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MFA Wealth Services | History | Added to | 24,089 | 2,463 | 1.63% | 1.65% | 240 | +241 | 1.01% | Q1 2026 | Apr 21, 2026 |
| CITIGROUP INC | History | Added to | 23,819 | 2,435 | 0.0% | 0.0% | 241 | +3,103 | 14.98% | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 22,613 | 2,418 | 0.04% | 0.04% | 243 | +14,920 | 193.94% | Q1 2026 | May 01, 2026 |
| Vantage Financial Partners, LLC | History | No change | 23,586 | 2,418 | 0.49% | 0.49% | 242 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,277 | 2,380 | 0.04% | 0.04% | 244 | +2,055 | 9.68% | Q1 2026 | May 15, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Reduced | 23,062 | 2,358 | 0.46% | 0.5% | 245 | -108 | -0.47% | Q1 2026 | May 15, 2026 |
| MATAURO, LLC | History | Reduced | 22,672 | 2,318 | 0.33% | 0.37% | 246 | -1,596 | -6.58% | Q1 2026 | Apr 22, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 22,083 | 2,257 | 0.24% | 0.25% | 247 | +67 | 0.3% | Q1 2026 | May 12, 2026 |
| XY Planning Network, Inc. | History | Added to | 21,988 | 2,251 | 0.36% | 0.38% | 248 | +446 | 2.07% | Q1 2026 | Apr 14, 2026 |
| Caprock Group, LLC | History | No change | 21,771 | 2,226 | 0.05% | 0.05% | 249 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 21,375 | 2,185 | 0.03% | 0.02% | 250 | +997 | 4.89% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 21,362 | 2,184 | 0.1% | 0.13% | 251 | -5,563 | -20.66% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | Added to | 21,026 | 2,149 | 0.08% | 0.1% | 252 | +397 | 1.92% | Q1 2026 | May 19, 2026 |
| Denver PWM, LLC | History | Reduced | 19,503 | 2,119 | 0.73% | 1.04% | 253 | -13,451 | -40.82% | Q1 2026 | May 12, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 20,721 | 2,118 | 0.38% | 0.38% | 254 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 20,441 | 2,090 | 0.0% | 0.0% | 255 | +18,466 | 934.99% | Q1 2026 | May 13, 2026 |
| Drake & Associates, LLC | History | Reduced | 20,397 | 2,085 | 0.4% | 0.44% | 256 | -1,254 | -5.79% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 20,024 | 2,047 | 0.03% | 0.03% | 257 | -3,627 | -15.34% | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 19,656 | 2,009 | 0.11% | — | 258 | +19,656 | New | Q1 2026 | Apr 16, 2026 |
| Next Capital Management LLC | History | Reduced | 19,560 | 2,000 | 0.61% | 0.67% | 259 | -821 | -4.03% | Q1 2026 | May 07, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 19,304 | 1,973 | 0.23% | 0.24% | 260 | -58 | -0.3% | Q1 2026 | Apr 15, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 19,081 | 1,950 | 0.15% | 0.15% | 261 | -651 | -3.3% | Q1 2026 | Apr 08, 2026 |
| NWF Advisory Services Inc. | History | Added to | 18,560 | 1,897 | 0.21% | 0.19% | 262 | +1,597 | 9.41% | Q1 2026 | May 04, 2026 |
| PFG Advisors | History | Reduced | 18,235 | 1,864 | 0.09% | 0.1% | 263 | -2,257 | -11.01% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 18,160 | 1,857 | 0.01% | — | 264 | +18,160 | New | Q1 2026 | Apr 07, 2026 |
| TL Private Wealth | History | Reduced | 17,663 | 1,844 | 0.73% | 0.73% | 265 | -360 | -2.0% | Q1 2026 | Apr 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 17,989 | 1,839 | 0.09% | 0.1% | 266 | -113 | -0.62% | Q1 2026 | Apr 15, 2026 |
| Traub Capital Management LLC | History | Added to | 17,199 | 1,758 | 1.74% | 1.69% | 267 | +82 | 0.48% | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 16,910 | 1,729 | 0.03% | 0.03% | 268 | +2,348 | 16.12% | Q1 2026 | May 14, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 16,902 | 1,728 | 0.18% | 0.02% | 269 | +15,733 | 1345.85% | Q1 2026 | May 14, 2026 |
| UPTICK PARTNERS, LLC | History | Reduced | 16,569 | 1,694 | 0.34% | 0.36% | 270 | -55 | -0.33% | Q1 2026 | May 01, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 16,508 | 1,687 | 0.29% | 0.26% | 271 | +1,816 | 12.36% | Q1 2026 | Apr 17, 2026 |
| TriaGen Wealth Management LLC | History | No change | 16,387 | 1,675 | 0.46% | 0.43% | 272 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 15,610 | 1,664 | 0.56% | 0.56% | 273 | -622 | -3.83% | Q1 2026 | Apr 28, 2026 |
| Joule Financial, LLC | History | Added to | 16,002 | 1,636 | 0.48% | 0.08% | 274 | +13,345 | 502.26% | Q1 2026 | Apr 14, 2026 |
| WJ Wealth Management, LLC | History | Reduced | 15,964 | 1,632 | 0.76% | 0.74% | 275 | -481 | -2.92% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 15,883 | 1,624 | 0.01% | 0.02% | 276 | -5,206 | -24.69% | Q1 2026 | May 13, 2026 |
| CFO4Life Group, LLC | History | Added to | 15,566 | 1,591 | 0.24% | 0.23% | 277 | +60 | 0.39% | Q1 2026 | May 11, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 14,852 | 1,518 | 0.1% | 0.1% | 278 | +4 | 0.03% | Q1 2026 | Apr 27, 2026 |
| Ipswich Investment Management Co., Inc. | History | New | 14,805 | 1,513 | 0.36% | — | 279 | +14,805 | New | Q1 2026 | Apr 10, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 14,756 | 1,508 | 0.21% | 1.84% | 280 | -110,970 | -88.26% | Q1 2026 | May 15, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 14,237 | 1,455 | 0.62% | 0.62% | 281 | +2 | 0.01% | Q1 2026 | Apr 20, 2026 |
| IFS Group,LLC | History | New | 14,011 | 1,432 | 1.28% | — | 282 | +14,011 | New | Q1 2026 | May 18, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 13,914 | 1,422 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 13,895 | 1,420 | 0.11% | 0.23% | 284 | +266 | 1.95% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | Added to | 13,743 | 1,405 | 0.0% | 0.0% | 285 | +1,861 | 15.66% | Q1 2026 | May 15, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 13,726 | 1,403 | 0.49% | 0.51% | 286 | +128 | 0.94% | Q1 2026 | May 04, 2026 |
| One Day In July LLC | History | Added to | 13,495 | 1,379 | 0.11% | 0.1% | 287 | +1,241 | 10.13% | Q1 2026 | May 05, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 13,470 | 1,377 | 0.05% | 0.05% | 288 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 13,343 | 1,364 | 0.6% | 0.63% | 289 | -121 | -0.9% | Q1 2026 | May 08, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 13,253 | 1,358 | 0.1% | 0.1% | 290 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 13,165 | 1,346 | 0.07% | 0.06% | 291 | +848 | 6.88% | Q1 2026 | May 13, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 13,140 | 1,343 | 1.02% | 0.99% | 292 | +16 | 0.12% | Q1 2026 | May 08, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Added to | 13,101 | 1,339 | 0.11% | 0.1% | 293 | +606 | 4.85% | Q1 2026 | May 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 13,061 | 1,339 | 0.45% | 0.45% | 294 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Waverly Advisors, LLC | History | Reduced | 13,065 | 1,335 | 0.01% | 0.01% | 295 | -516 | -3.8% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 12,233 | 1,330 | 0.09% | 0.09% | 296 | -583 | -4.55% | Q1 2026 | May 12, 2026 |
| Wealthquest Corp | History | No change | 12,847 | 1,317 | 0.1% | 0.1% | 297 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 12,658 | 1,294 | 0.08% | 0.09% | 298 | -285 | -2.2% | Q1 2026 | Apr 17, 2026 |
| Carr Financial Group Corp | History | Added to | 12,615 | 1,289 | 0.34% | 0.34% | 299 | +48 | 0.38% | Q1 2026 | May 12, 2026 |
| Tennessee Valley Asset Management Partners | History | Added to | 12,575 | 1,285 | 0.17% | 0.17% | 300 | +34 | 0.27% | Q1 2026 | Apr 27, 2026 |