iSHARES TRUST - IVE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 27,729,455 | 5,855,074 | 1.57% | 1.79% | 1 | -663,953 | -2.34% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 17,182,077 | 3,567,515 | 0.23% | 0.25% | 2 | -1,566,169 | -8.35% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 14,923,957 | 3,151,194 | 0.19% | 0.19% | 3 | -354,899 | -2.32% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 10,505,241 | 2,218,181 | 0.59% | 0.64% | 4 | -509,218 | -4.62% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 9,457,775 | 1,997,009 | 0.15% | 0.14% | 5 | +182,358 | 1.97% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,213,397 | 1,311,958 | 0.25% | 0.24% | 6 | -50,742 | -0.81% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 3,643,501 | 769,325 | 0.12% | 0.12% | 7 | +108,611 | 3.07% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 3,295,130 | 695,766 | 0.74% | 0.79% | 8 | -114,849 | -3.37% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,261,014 | 688,562 | 0.63% | 0.62% | 9 | +10,444 | 0.32% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 3,009,200 | 638,025 | 0.15% | 0.15% | 10 | -70,639 | -2.29% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 2,593,920 | 547,706 | 0.01% | 0.01% | 11 | -344,294 | -11.72% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 2,566,919 | 542,004 | 1.42% | 1.48% | 12 | -12,329 | -0.48% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,271,013 | 479,524 | 0.28% | 0.27% | 13 | -72,523 | -3.09% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,199,311 | 464,385 | 3.63% | 4.43% | 14 | -268,239 | -10.87% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,148,592 | 453,675 | 2.51% | 1.89% | 15 | -391,651 | -15.42% | Q1 2026 | Apr 29, 2026 |
| Lido Advisors, LLC | History | Added to | 1,944,079 | 410,492 | 1.26% | 1.16% | 16 | +81,088 | 4.35% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,721,079 | 363,405 | 1.01% | 1.09% | 17 | -382,453 | -18.18% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,620,965 | 342,266 | 0.11% | 0.12% | 18 | -224,665 | -12.17% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,416,069 | 299,002 | 0.03% | 0.04% | 19 | -298,408 | -17.41% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,396,602 | 294,892 | 0.05% | 0.05% | 20 | +48,869 | 3.63% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,349,230 | 284,890 | 0.71% | 0.72% | 21 | -121,769 | -8.28% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Added to | 1,229,165 | 259,555 | 0.29% | 0.3% | 22 | +4,087 | 0.33% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 1,197,963 | 252,949 | 5.39% | 5.16% | 23 | +44,187 | 3.83% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,138,151 | 240,320 | 0.04% | 0.04% | 24 | -40,141 | -3.41% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 1,126,708 | 237,830 | 0.28% | 0.3% | 25 | -64,368 | -5.4% | Q1 2026 | May 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,111,650 | 234,724 | 2.91% | 2.78% | 26 | +110,007 | 10.98% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,039,283 | 219,444 | 0.31% | 0.31% | 27 | -45,524 | -4.2% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Reduced | 1,007,806 | 212,798 | 1.2% | 1.24% | 28 | -9,996 | -0.98% | Q1 2026 | May 15, 2026 |
| SOFI WEALTH, LLC | History | Added to | 979,965 | 206,919 | 9.97% | 10.32% | 29 | +4,340 | 0.44% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 965,589 | 203,884 | 1.99% | 2.06% | 30 | -24,308 | -2.46% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 902,104 | 190,479 | 1.03% | 1.12% | 31 | -63,337 | -6.56% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Reduced | 818,444 | 172,814 | 0.01% | 0.01% | 32 | -1,644 | -0.2% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Reduced | 808,494 | 170,713 | 6.89% | 7.97% | 33 | -111,637 | -12.13% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 786,105 | 165,986 | 0.57% | 0.56% | 34 | -33,068 | -4.04% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 716,711 | 151,335 | 7.88% | 7.59% | 35 | +32,222 | 4.71% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 686,613 | 145,140 | 0.21% | 0.23% | 36 | -54,970 | -7.41% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 663,680 | 140,142 | 0.15% | 0.15% | 37 | +4,115 | 0.62% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 660,573 | 139,528 | 0.86% | 0.93% | 38 | -70,945 | -9.7% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Added to | 619,118 | 130,726 | 0.46% | 0.02% | 39 | +596,067 | 2585.86% | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 596,353 | 125,920 | 4.33% | 4.28% | 40 | +10,957 | 1.87% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 585,731 | 121,629 | 0.06% | 0.06% | 41 | +102,117 | 21.12% | Q1 2026 | May 15, 2026 |
| LVZ, Inc. | History | Reduced | 572,662 | 120,917 | 13.8% | 14.04% | 42 | -19,418 | -3.28% | Q1 2026 | Apr 28, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 559,319 | 118,100 | 0.16% | 0.17% | 43 | -30,886 | -5.23% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 557,426 | 117,700 | 0.22% | 0.16% | 44 | +318,135 | 132.95% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 540,233 | 114,070 | 0.29% | 0.29% | 45 | +25,836 | 5.02% | Q1 2026 | Apr 30, 2026 |
| Kestra Investment Management, LLC | History | Added to | 520,387 | 109,879 | 1.9% | 1.37% | 46 | +255,402 | 96.38% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 517,501 | 109,269 | 0.15% | 0.06% | 47 | +323,873 | 167.27% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 514,240 | 108,581 | 0.6% | 0.68% | 48 | -22,900 | -4.26% | Q1 2026 | May 15, 2026 |
| Advocacy Wealth Management, LLC | History | Reduced | 510,593 | 107,811 | 4.77% | 4.66% | 49 | -14,689 | -2.8% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 439,034 | 92,702 | 0.08% | — | 50 | +439,034 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 426,428 | 90,040 | 0.16% | 0.16% | 51 | +16,944 | 4.14% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 418,113 | 88,284 | 1.29% | 1.45% | 52 | -34,565 | -7.64% | Q1 2026 | Apr 09, 2026 |
| Ascent Group, LLC | History | Reduced | 398,536 | 84,150 | 2.91% | 3.09% | 53 | -28,143 | -6.6% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 386,520 | 81,613 | 0.31% | 0.31% | 54 | +35,784 | 10.2% | Q1 2026 | Apr 30, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Reduced | 385,302 | 81,356 | 20.35% | 21.67% | 55 | -7,861 | -2.0% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 371,946 | 78,536 | 0.42% | 0.47% | 56 | -11,123 | -2.9% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 370,632 | 78,258 | 0.59% | 0.58% | 57 | +6,819 | 1.87% | Q1 2026 | May 12, 2026 |
| Betterment LLC | History | Reduced | 357,479 | 75,482 | 0.14% | 0.15% | 58 | -12,246 | -3.31% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 341,229 | 72,364 | 0.29% | 0.29% | 59 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 334,922 | 70,376 | 0.13% | 0.13% | 60 | +2,033 | 0.61% | Q1 2026 | May 01, 2026 |
| LPWM LLC | History | Added to | 331,900 | 70,080 | 17.68% | 17.62% | 61 | +2,493 | 0.76% | Q1 2026 | Apr 08, 2026 |
| Austin Private Wealth, LLC | History | No change | 329,691 | 69,917 | 5.2% | 5.2% | 62 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Atria Investments, Inc | History | Reduced | 309,598 | 65,371 | 0.73% | 0.78% | 63 | -14,484 | -4.47% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 302,973 | 63,972 | 0.3% | 0.33% | 64 | -28,071 | -8.48% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 298,049 | 62,933 | 1.46% | 1.59% | 65 | -10,944 | -3.54% | Q1 2026 | May 15, 2026 |
| Probity Advisors, Inc. | History | Added to | 297,151 | 62,743 | 9.94% | 9.94% | 66 | +4,511 | 1.54% | Q1 2026 | Apr 28, 2026 |
| COURIER CAPITAL LLC | History | Added to | 295,197 | 62,330 | 3.48% | 3.51% | 67 | +89 | 0.03% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 292,133 | 61,683 | 0.02% | 0.02% | 68 | -4,646 | -1.57% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 288,317 | 61,143 | 0.39% | 0.43% | 69 | -6,712 | -2.28% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 275,383 | 60,834 | 3.95% | 4.04% | 70 | -10,233 | -3.58% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 286,370 | 60,564 | 1.04% | 0.99% | 71 | +29,892 | 11.65% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 283,312 | 59,821 | 0.71% | 0.75% | 72 | -2,340 | -0.82% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 282,613 | 59,673 | 0.92% | 0.18% | 73 | +241,897 | 594.11% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 277,079 | 58,505 | 0.8% | 1.0% | 74 | -53,002 | -16.06% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 275,581 | 58,189 | 0.04% | 0.04% | 75 | -14,634 | -5.04% | Q1 2026 | May 07, 2026 |
| AMARILLO NATIONAL BANK | History | Added to | 265,494 | 56,059 | 9.9% | 9.63% | 76 | +7,047 | 2.73% | Q1 2026 | Apr 17, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 260,257 | 54,953 | 4.36% | 4.02% | 77 | +60,963 | 30.59% | Q1 2026 | Apr 16, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 255,631 | 53,976 | 0.08% | 0.1% | 78 | -38,847 | -13.19% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 247,726 | 52,307 | 0.94% | 0.97% | 79 | +2,414 | 0.98% | Q1 2026 | May 14, 2026 |
| West Wealth Group, LLC | History | Added to | 245,287 | 51,792 | 10.24% | 9.43% | 80 | +30,856 | 14.39% | Q1 2026 | May 11, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 245,027 | 51,737 | 7.52% | 7.09% | 81 | +3,286 | 1.36% | Q1 2026 | Apr 23, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 239,759 | 50,625 | 0.33% | 0.32% | 82 | +5,670 | 2.42% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 238,627 | 50,385 | 0.81% | 0.83% | 83 | -1,514 | -0.63% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Reduced | 230,583 | 48,687 | 0.01% | 0.01% | 84 | -35,404 | -13.31% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 227,910 | 48,123 | 0.1% | 0.09% | 85 | -3,490 | -1.51% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 217,708 | 45,968 | 0.34% | 0.36% | 86 | +10,493 | 5.06% | Q1 2026 | May 15, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 217,688 | 45,964 | 1.04% | 1.04% | 87 | +4,059 | 1.9% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 217,259 | 45,874 | 0.92% | 0.94% | 88 | +890 | 0.41% | Q1 2026 | May 14, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Added to | 209,290 | 44,191 | 6.22% | 6.14% | 89 | +8,931 | 4.46% | Q1 2026 | Apr 20, 2026 |
| CX Institutional | History | Reduced | 208,906 | 44,110 | 1.35% | 1.97% | 90 | -103,170 | -33.06% | Q1 2026 | Apr 06, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 200,292 | 42,291 | 0.77% | 0.79% | 91 | -8,960 | -4.28% | Q1 2026 | Apr 10, 2026 |
| &PARTNERS | History | Added to | 200,145 | 42,268 | 0.21% | 0.2% | 92 | +16,444 | 8.95% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 198,903 | 41,998 | 3.05% | 3.21% | 93 | -1,187 | -0.59% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 196,475 | 41,486 | 0.05% | 0.12% | 94 | -270,287 | -57.91% | Q1 2026 | May 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 194,332 | 41,032 | 0.66% | 0.4% | 95 | +102,144 | 110.8% | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 193,952 | 40,952 | 2.48% | 2.49% | 96 | +7,198 | 3.85% | Q1 2026 | Apr 23, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 193,455 | 40,848 | 0.15% | 0.15% | 97 | -8,914 | -4.4% | Q1 2026 | Apr 24, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 187,653 | 39,623 | 5.34% | 5.53% | 98 | -17,341 | -8.46% | Q1 2026 | Apr 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 187,139 | 39,514 | 0.01% | 0.01% | 99 | -3,068 | -1.61% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 186,041 | 39,414 | 3.52% | 3.6% | 100 | -3,931 | -2.07% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 183,931 | 38,837 | 0.03% | 0.02% | 101 | +23,446 | 14.61% | Q1 2026 | May 12, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 182,167 | 38,463 | 25.98% | 25.38% | 102 | +652 | 0.36% | Q1 2026 | May 04, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 177,216 | 37,419 | 6.71% | 6.55% | 103 | -21,814 | -10.96% | Q1 2026 | Apr 22, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 174,314 | 36,806 | 0.47% | 0.41% | 104 | +21,464 | 14.04% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 181,105 | 36,756 | 0.07% | 0.03% | 105 | +82,470 | 83.61% | Q1 2026 | Apr 08, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 171,699 | 36,254 | 12.62% | 12.44% | 106 | -676 | -0.39% | Q1 2026 | Apr 21, 2026 |
| High Falls Advisors, Inc | History | No change | 166,772 | 35,367 | 7.16% | 7.16% | 107 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 166,962 | 35,254 | 10.98% | 10.87% | 108 | +771 | 0.46% | Q1 2026 | Apr 29, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 165,861 | 35,021 | 1.07% | 1.42% | 109 | -39,153 | -19.1% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 164,883 | 34,815 | 0.18% | 0.22% | 110 | +18,714 | 12.8% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 155,140 | 34,140 | 4.68% | 4.81% | 111 | +5,057 | 3.37% | Q1 2026 | Apr 28, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 161,174 | 34,032 | 1.29% | 1.18% | 112 | +8,967 | 5.89% | Q1 2026 | May 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 160,281 | 33,843 | 1.95% | 1.46% | 113 | +37,359 | 30.39% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 158,047 | 33,425 | 0.32% | 0.4% | 114 | -19,094 | -10.78% | Q1 2026 | Apr 07, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 157,994 | 33,360 | 11.5% | 11.36% | 115 | +2,414 | 1.55% | Q1 2026 | Apr 23, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 156,320 | 33,006 | 1.88% | 2.84% | 116 | -67,627 | -30.2% | Q1 2026 | Apr 09, 2026 |
| GREENLEAF TRUST | History | Reduced | 156,003 | 32,940 | 0.32% | 0.31% | 117 | -5,141 | -3.19% | Q1 2026 | Apr 27, 2026 |
| NorthRock Partners, LLC | History | Reduced | 155,844 | 32,906 | 0.53% | 0.58% | 118 | -7,618 | -4.66% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 155,810 | 32,899 | 0.28% | 0.29% | 119 | -28,716 | -15.56% | Q1 2026 | May 13, 2026 |
| EWA, LLC | History | Reduced | 155,610 | 32,857 | 7.45% | 8.57% | 120 | -9,994 | -6.03% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 152,743 | 32,251 | 0.67% | 0.42% | 121 | +63,824 | 71.78% | Q1 2026 | Apr 13, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 150,908 | 31,864 | 3.26% | 3.08% | 122 | -1,456 | -0.96% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 150,230 | 31,721 | 0.36% | 0.36% | 123 | -1,692 | -1.11% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 149,158 | 31,631 | 0.56% | 0.56% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 149,589 | 31,585 | 2.64% | 2.56% | 125 | +358 | 0.24% | Q1 2026 | May 11, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 149,006 | 31,462 | 3.11% | 3.43% | 126 | -16,304 | -9.86% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Reduced | 148,510 | 31,357 | 5.9% | 6.43% | 127 | -11,412 | -7.14% | Q1 2026 | Apr 13, 2026 |
| PAX Financial Group, LLC | History | Added to | 144,883 | 30,592 | 5.22% | 5.13% | 128 | +4,640 | 3.31% | Q1 2026 | Apr 27, 2026 |
| Security Financial Services, INC. | History | No change | 143,741 | 30,483 | 4.79% | 4.79% | 129 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Brookstone Capital Management | History | Reduced | 139,963 | 29,553 | 0.34% | 0.35% | 130 | -3,309 | -2.31% | Q1 2026 | Apr 16, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 138,943 | 29,337 | 2.13% | 2.42% | 131 | -37,852 | -21.41% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 135,868 | 28,637 | 0.08% | 0.22% | 132 | -29,654 | -17.92% | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 135,184 | 28,544 | 3.97% | 4.2% | 133 | -7,151 | -5.02% | Q1 2026 | Apr 24, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 135,177 | 28,542 | 3.56% | 3.68% | 134 | -3,219 | -2.33% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 134,765 | 28,455 | 0.32% | 0.37% | 135 | +6,273 | 4.88% | Q1 2026 | May 15, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 128,382 | 27,763 | 5.28% | 5.45% | 136 | -1,090 | -0.84% | Q1 2026 | Apr 09, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 130,730 | 27,603 | 1.54% | 1.47% | 137 | +8,068 | 6.58% | Q1 2026 | Apr 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 130,653 | 27,587 | 0.05% | 0.05% | 138 | +1,204 | 0.93% | Q1 2026 | May 14, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 130,581 | 27,572 | 3.43% | 3.46% | 139 | -2,875 | -2.15% | Q1 2026 | Apr 21, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 129,776 | 27,402 | 7.16% | 7.27% | 140 | -602 | -0.46% | Q1 2026 | May 01, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 128,765 | 27,214 | 3.4% | 2.96% | 141 | +20,434 | 18.86% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 127,933 | 27,013 | 0.4% | 0.46% | 142 | -14,079 | -9.91% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 125,808 | 26,491 | 0.04% | 0.03% | 143 | +11,543 | 10.1% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 125,410 | 26,480 | 2.39% | 2.38% | 144 | +8,654 | 7.41% | Q1 2026 | May 06, 2026 |
| KWMG, LLC | History | Added to | 123,773 | 26,134 | 2.18% | 2.19% | 145 | +4,074 | 3.4% | Q1 2026 | Apr 09, 2026 |
| Keystone Financial Services | History | Added to | 122,866 | 25,943 | 7.61% | 6.46% | 146 | +21,932 | 21.73% | Q1 2026 | May 06, 2026 |
| DDFG, Inc | History | Added to | 122,712 | 25,910 | 5.58% | 5.6% | 147 | +2,085 | 1.73% | Q1 2026 | Apr 22, 2026 |
| Spire Wealth Management | History | Reduced | 121,373 | 25,627 | 0.87% | 0.89% | 148 | -3,406 | -2.73% | Q1 2026 | Apr 22, 2026 |
| Stokes Family Office, LLC | History | Reduced | 121,242 | 25,600 | 2.64% | 3.0% | 149 | -33,372 | -21.58% | Q1 2026 | May 11, 2026 |
| Thoma Capital Management LLC | History | Added to | 120,937 | 25,535 | 15.1% | 13.46% | 150 | +10,803 | 9.81% | Q1 2026 | Apr 20, 2026 |
| Trek Financial, LLC | History | Reduced | 119,949 | 25,327 | 1.34% | 1.47% | 151 | -81 | -0.07% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 119,031 | 25,133 | 0.27% | 0.27% | 152 | +5,394 | 4.75% | Q1 2026 | Apr 20, 2026 |
| Kelly Financial Services LLC | History | Reduced | 119,082 | 25,063 | 6.06% | 6.85% | 153 | -9,814 | -7.61% | Q1 2026 | Apr 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 116,061 | 24,506 | 0.1% | 0.09% | 154 | +1,770 | 1.55% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 115,945 | 24,481 | 0.01% | 0.01% | 155 | +10,438 | 9.89% | Q1 2026 | May 11, 2026 |
| Summit Financial, LLC | History | Added to | 114,642 | 24,206 | 0.31% | 0.34% | 156 | +5,888 | 5.41% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Reduced | 114,342 | 24,143 | 0.55% | 0.53% | 157 | -2,885 | -2.46% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 113,434 | 23,951 | 0.22% | 0.3% | 158 | -455 | -0.4% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 112,776 | 23,812 | 0.56% | 0.5% | 159 | +16,586 | 17.24% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 112,059 | 23,661 | 0.04% | 0.04% | 160 | -40,445 | -26.52% | Q1 2026 | May 15, 2026 |
| Scissortail Wealth Management, LLC | History | Added to | 111,026 | 23,443 | 4.71% | 3.21% | 161 | +44,724 | 67.45% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Added to | 107,919 | 22,787 | 0.63% | 0.62% | 162 | +1,907 | 1.8% | Q1 2026 | May 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 106,473 | 22,481 | 0.77% | 0.56% | 163 | +30,708 | 40.53% | Q1 2026 | Apr 07, 2026 |
| PLANNING DIRECTIONS INC | History | New | 105,962 | 22,373 | 11.32% | — | 164 | +105,962 | New | Q1 2026 | Apr 15, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 105,494 | 22,274 | 2.46% | 2.53% | 165 | -907 | -0.85% | Q1 2026 | May 11, 2026 |
| Lutz Financial Services LLC | History | Reduced | 105,481 | 22,272 | 1.5% | 1.54% | 166 | -1,489 | -1.39% | Q1 2026 | May 04, 2026 |
| Detalus Advisors, LLC | History | Reduced | 104,257 | 22,013 | 5.03% | 5.92% | 167 | -10,218 | -8.93% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 99,596 | 22,001 | 0.39% | 0.78% | 168 | +22,870 | 29.81% | Q1 2026 | May 01, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 103,851 | 21,928 | 2.37% | 2.43% | 169 | -716 | -0.68% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 103,742 | 21,905 | 0.29% | 0.27% | 170 | +13,109 | 14.46% | Q1 2026 | May 15, 2026 |
| Capital Analysts, LLC | History | Reduced | 103,218 | 21,798 | 0.57% | 0.63% | 171 | -135 | -0.13% | Q1 2026 | May 14, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 102,859 | 21,718 | 1.21% | 1.34% | 172 | +3,543 | 3.57% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Reduced | 101,369 | 21,404 | 0.16% | 0.18% | 173 | -1,842 | -1.78% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 101,291 | 21,387 | 0.11% | 0.17% | 174 | -45,154 | -30.83% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 101,103 | 21,347 | 0.26% | 0.25% | 175 | +4,903 | 5.1% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 100,539 | 21,228 | 0.0% | 0.0% | 176 | -7,667 | -7.09% | Q1 2026 | May 15, 2026 |
| SilverOak Wealth Management LLC | History | Added to | 99,931 | 21,100 | 3.34% | 3.31% | 177 | +233 | 0.23% | Q1 2026 | Apr 29, 2026 |
| Sovran Advisors, LLC | History | Added to | 94,104 | 21,048 | 1.65% | 1.73% | 178 | +468 | 0.5% | Q1 2026 | May 01, 2026 |
| SWMG, LLC | History | Reduced | 99,492 | 21,007 | 6.0% | 6.72% | 179 | -9,552 | -8.76% | Q1 2026 | Apr 24, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 98,088 | 20,711 | 0.81% | 0.89% | 180 | +60,395 | 160.23% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 97,730 | 20,635 | 0.24% | 0.26% | 181 | -11,911 | -10.86% | Q1 2026 | Apr 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 97,684 | 20,625 | 2.02% | 2.13% | 182 | -6,707 | -6.42% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | Reduced | 97,554 | 20,598 | 0.25% | 0.28% | 183 | -3,526 | -3.49% | Q1 2026 | May 12, 2026 |
| Ironwood Financial, llc | History | Reduced | 96,875 | 20,455 | 3.57% | 3.61% | 184 | -1,047 | -1.07% | Q1 2026 | Apr 16, 2026 |
| Signature Wealth Management Partners, LLC | History | Reduced | 96,818 | 20,442 | 10.25% | 10.17% | 185 | -204 | -0.21% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Group LLC | History | Reduced | 96,778 | 20,434 | 2.57% | 2.85% | 186 | -7,648 | -7.32% | Q1 2026 | May 04, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 96,014 | 20,273 | 0.83% | 0.84% | 187 | -759 | -0.78% | Q1 2026 | Apr 21, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 95,344 | 20,131 | 13.91% | 10.18% | 188 | +31,954 | 50.41% | Q1 2026 | Apr 21, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 94,899 | 20,037 | 1.16% | 1.29% | 189 | -7,062 | -6.93% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 94,814 | 20,020 | 0.08% | 0.08% | 190 | -788 | -0.82% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 93,773 | 19,800 | 0.22% | 0.22% | 191 | -1,868 | -1.95% | Q1 2026 | May 13, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 93,533 | 19,749 | 6.09% | 6.69% | 192 | -11,031 | -10.55% | Q1 2026 | Apr 13, 2026 |
| BOKF, NA | History | Reduced | 93,168 | 19,672 | 0.3% | 0.44% | 193 | -42,500 | -31.33% | Q1 2026 | May 08, 2026 |
| Narwhal Capital Management | History | No change | 92,784 | 19,591 | 1.45% | 1.43% | 194 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 92,755 | 19,585 | 1.64% | 2.29% | 195 | -46,756 | -33.51% | Q1 2026 | May 07, 2026 |
| M1 Capital Management LLC | History | Added to | 92,474 | 19,525 | 9.0% | 7.18% | 196 | +11,329 | 13.96% | Q1 2026 | May 08, 2026 |
| Scarborough Advisors, LLC | History | New | 91,539 | 19,328 | 2.12% | — | 197 | +91,539 | New | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Added to | 91,374 | 19,293 | 0.09% | 0.1% | 198 | +7,941 | 9.52% | Q1 2026 | May 04, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 91,290 | 19,275 | 0.22% | 0.21% | 199 | -178 | -0.19% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 90,141 | 19,033 | 0.58% | 0.62% | 200 | -5,274 | -5.53% | Q1 2026 | May 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 89,693 | 18,938 | 1.14% | 1.2% | 201 | -2,490 | -2.7% | Q1 2026 | May 12, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 131,716 | 18,797 | 4.16% | 5.36% | 202 | -22,875 | -14.8% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 88,440 | 18,674 | 0.3% | 0.33% | 203 | -949 | -1.06% | Q1 2026 | Apr 22, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 158,615 | 18,410 | 12.41% | 0.65% | 204 | +153,842 | 3223.17% | Q1 2026 | May 05, 2026 |
| Cosner Financial Group, LLC | History | Added to | 86,757 | 18,318 | 10.06% | 9.38% | 205 | +82 | 0.09% | Q1 2026 | May 01, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 86,659 | 18,298 | 0.7% | 0.68% | 206 | -147 | -0.17% | Q1 2026 | Apr 16, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 84,945 | 17,936 | 2.51% | 2.92% | 207 | -18,476 | -17.86% | Q1 2026 | Apr 13, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 83,202 | 17,568 | 2.93% | 3.17% | 208 | -1,039 | -1.23% | Q1 2026 | Apr 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 82,186 | 17,353 | 0.36% | 0.41% | 209 | -7,563 | -8.43% | Q1 2026 | Apr 27, 2026 |
| Financial Enhancement Group LLC | History | Added to | 78,069 | 17,244 | 2.14% | 0.89% | 210 | +46,335 | 146.01% | Q1 2026 | Apr 20, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 80,372 | 16,970 | 2.4% | 2.63% | 211 | -9,333 | -10.4% | Q1 2026 | Apr 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 80,286 | 16,952 | 1.89% | 2.0% | 212 | -5,206 | -6.09% | Q1 2026 | May 01, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Added to | 79,932 | 16,877 | 1.08% | 1.03% | 213 | +3,324 | 4.34% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 79,738 | 16,836 | 0.01% | 0.01% | 214 | -9,706 | -10.85% | Q1 2026 | May 12, 2026 |
| Saiph Capital, LLC | History | Reduced | 79,335 | 16,751 | 6.34% | 6.07% | 215 | -325 | -0.41% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 79,315 | 16,747 | 0.27% | 0.31% | 216 | +4,439 | 5.93% | Q1 2026 | May 18, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 79,148 | 16,712 | 2.45% | 2.42% | 217 | +5,599 | 7.61% | Q1 2026 | Apr 24, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 78,118 | 16,494 | 2.67% | 2.79% | 218 | -1,330 | -1.67% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 77,675 | 16,401 | 0.13% | 0.16% | 219 | +14,744 | 23.43% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 76,408 | 16,133 | 0.08% | 0.01% | 220 | +66,220 | 649.98% | Q1 2026 | May 11, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 76,322 | 16,115 | 6.66% | 7.03% | 221 | -4,135 | -5.14% | Q1 2026 | Apr 08, 2026 |
| Elevated Financial Group LLC | History | Added to | 76,023 | 16,052 | 5.22% | 5.48% | 222 | +1,381 | 1.85% | Q1 2026 | May 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 75,688 | 15,981 | 4.14% | 4.61% | 223 | -7,512 | -9.03% | Q1 2026 | Apr 14, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 75,559 | 15,954 | 4.05% | 3.97% | 224 | +1,244 | 1.67% | Q1 2026 | Apr 17, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 74,997 | 15,835 | 0.42% | 0.35% | 225 | +11,839 | 18.75% | Q1 2026 | May 14, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 74,881 | 15,811 | 1.94% | 1.98% | 226 | -1,713 | -2.24% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 74,806 | 15,795 | 0.08% | 0.08% | 227 | +3,944 | 5.57% | Q1 2026 | May 14, 2026 |
| Blue Edge Capital, LLC | History | No change | 73,910 | 15,674 | 2.1% | 2.1% | 228 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Invst, LLC | History | Reduced | 73,869 | 15,597 | 1.76% | 2.12% | 229 | -17,953 | -19.55% | Q1 2026 | May 13, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 73,110 | 15,437 | 2.17% | 2.98% | 230 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 72,597 | 15,328 | 0.18% | 0.18% | 231 | -2,492 | -3.32% | Q1 2026 | May 06, 2026 |
| Independent Solutions Wealth Management, LLC | History | Reduced | 72,579 | 15,325 | 2.26% | 2.93% | 232 | -2,572 | -3.42% | Q1 2026 | Apr 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 72,158 | 15,236 | 0.02% | 0.02% | 233 | +2,946 | 4.26% | Q1 2026 | May 13, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 71,538 | 15,105 | 9.29% | 9.35% | 234 | +1,261 | 1.79% | Q1 2026 | Apr 21, 2026 |
| Lansing Street Advisors | History | Added to | 70,637 | 14,914 | 3.76% | 3.72% | 235 | +1,921 | 2.8% | Q1 2026 | Apr 28, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 70,489 | 14,883 | 2.3% | 2.54% | 236 | -2,518 | -3.45% | Q1 2026 | May 06, 2026 |
| FineMark National Bank & Trust | History | No change | 70,134 | 14,873 | 0.46% | 0.46% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Trust Point Inc. | History | Reduced | 69,367 | 14,646 | 1.27% | 1.17% | 238 | -679 | -0.97% | Q1 2026 | Apr 15, 2026 |
| ASSOCIATED BANC-CORP | History | Added to | 69,159 | 14,602 | 0.39% | 0.36% | 239 | +1,933 | 2.88% | Q1 2026 | May 01, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 69,142 | 14,599 | 0.2% | 0.16% | 240 | +11,213 | 19.36% | Q1 2026 | May 01, 2026 |
| Csenge Advisory Group | History | Reduced | 69,142 | 14,599 | 0.67% | 0.7% | 241 | -4,193 | -5.72% | Q1 2026 | Apr 30, 2026 |
| Kilter Group LLC | History | Added to | 68,954 | 14,559 | 6.27% | 6.02% | 242 | +4,672 | 7.27% | Q1 2026 | May 14, 2026 |
| Occidental Asset Management, LLC | History | Added to | 68,122 | 14,383 | 1.7% | 1.72% | 243 | +657 | 0.97% | Q1 2026 | Apr 15, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Reduced | 65,861 | 14,297 | 6.41% | 6.45% | 244 | -276 | -0.42% | Q1 2026 | Apr 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 67,702 | 14,295 | 0.92% | 0.9% | 245 | +2,629 | 4.04% | Q1 2026 | Apr 16, 2026 |
| GTS SECURITIES LLC | History | New | 67,344 | 14,224 | 0.5% | — | 246 | +67,344 | New | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 66,079 | 13,952 | 0.36% | 0.39% | 247 | -4,141 | -5.9% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 65,691 | 13,871 | 0.39% | 0.31% | 248 | +13,316 | 25.42% | Q1 2026 | May 12, 2026 |
| Archer Investment Management, LLC | History | Added to | 65,657 | 13,863 | 5.83% | 2.01% | 249 | +48,025 | 272.37% | Q1 2026 | Apr 08, 2026 |
| BKM Wealth Management, LLC | History | Added to | 65,220 | 13,771 | 5.03% | 5.01% | 250 | +659 | 1.02% | Q1 2026 | Apr 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 65,116 | 13,749 | 0.33% | 0.32% | 251 | +1,596 | 2.51% | Q1 2026 | Apr 30, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 64,177 | 13,550 | 0.3% | 0.29% | 252 | -491 | -0.76% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 63,498 | 13,407 | 0.06% | 0.04% | 253 | +2,467 | 4.04% | Q1 2026 | May 14, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 62,947 | 13,291 | 0.28% | 0.27% | 254 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 62,807 | 13,261 | 1.61% | 1.62% | 255 | -527 | -0.83% | Q1 2026 | Apr 23, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 62,423 | 13,180 | 0.78% | 0.05% | 256 | +58,558 | 1515.08% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 61,979 | 13,086 | 0.58% | 0.6% | 257 | +1,309 | 2.16% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 61,835 | 13,056 | 0.3% | 0.28% | 258 | +34,511 | 126.3% | Q1 2026 | Apr 27, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 61,561 | 13,010 | 3.08% | 3.03% | 259 | -85 | -0.14% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Added to | 61,292 | 12,941 | 0.28% | 0.26% | 260 | +4,992 | 8.87% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 60,926 | 12,866 | 0.1% | 0.1% | 261 | +455 | 0.75% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 59,317 | 12,524 | 0.46% | 0.48% | 262 | -976 | -1.62% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 55,281 | 12,425 | 0.33% | 0.34% | 263 | +17,282 | 45.48% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 58,299 | 12,309 | 0.22% | 0.22% | 264 | +570 | 0.99% | Q1 2026 | May 07, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 57,649 | 12,172 | 3.49% | 3.67% | 265 | -2,694 | -4.46% | Q1 2026 | May 14, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 57,163 | 12,070 | 3.9% | 4.43% | 266 | -5,882 | -9.33% | Q1 2026 | May 01, 2026 |
| American Wealth Advisors, LLC | History | Added to | 56,953 | 12,025 | 12.53% | 11.68% | 267 | +832 | 1.48% | Q1 2026 | Apr 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 55,110 | 11,636 | 2.93% | 3.47% | 268 | +1,367 | 2.54% | Q1 2026 | May 08, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 53,933 | 11,387 | 6.48% | — | 269 | +53,933 | New | Q1 2026 | May 11, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 53,885 | 11,377 | 0.5% | 0.5% | 270 | +1,026 | 1.94% | Q1 2026 | Apr 09, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 53,792 | 11,358 | 1.02% | 1.08% | 271 | +9,848 | 22.41% | Q1 2026 | May 12, 2026 |
| May Hill Capital, LLC | History | Reduced | 53,757 | 11,350 | 2.85% | 3.14% | 272 | -1,253 | -2.28% | Q1 2026 | May 06, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 53,694 | 11,337 | 0.33% | 0.36% | 273 | -2,846 | -5.03% | Q1 2026 | Apr 14, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 53,278 | 11,249 | 2.85% | 3.01% | 274 | -928 | -1.71% | Q1 2026 | Apr 10, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 53,138 | 11,220 | 3.95% | 9.16% | 275 | -68,032 | -56.15% | Q1 2026 | Apr 08, 2026 |
| hemming& Wealth Management, Inc. | History | Reduced | 53,000 | 11,190 | 7.81% | 12.4% | 276 | -32,458 | -37.98% | Q1 2026 | Apr 24, 2026 |
| Nvest Financial, LLC | History | Added to | 52,394 | 11,063 | 4.12% | 4.42% | 277 | +2,276 | 4.54% | Q1 2026 | Apr 28, 2026 |
| Broadview Financial Management, LLC | History | Added to | 51,963 | 10,972 | 7.49% | 7.37% | 278 | +57 | 0.11% | Q1 2026 | May 04, 2026 |
| Hobbs Wealth Management, LLC | History | Added to | 51,943 | 10,967 | 10.85% | 10.67% | 280 | +248 | 0.48% | Q1 2026 | Apr 28, 2026 |
| Net Worth Advisory Group | History | Added to | 51,942 | 10,967 | 2.27% | 2.22% | 279 | +132 | 0.25% | Q1 2026 | May 05, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 51,905 | 10,959 | 11.13% | 11.03% | 281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Management Group, Inc. | History | Reduced | 51,514 | 10,877 | 1.76% | 1.77% | 282 | -76 | -0.15% | Q1 2026 | May 15, 2026 |
| Daviman Financial, LLC | History | Added to | 51,252 | 10,821 | 6.4% | 6.22% | 283 | +1,256 | 2.51% | Q1 2026 | Apr 23, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 50,980 | 10,764 | 0.0% | 0.0% | 284 | +10,915 | 27.24% | Q1 2026 | May 13, 2026 |
| BANK OF STOCKTON | History | Reduced | 50,741 | 10,713 | 3.31% | 3.31% | 285 | -3,855 | -7.06% | Q1 2026 | Apr 29, 2026 |
| Amundi | History | Added to | 50,700 | 10,705 | 0.0% | 0.0% | 286 | +100 | 0.2% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 50,216 | 10,602 | 0.6% | 0.66% | 287 | +24,214 | 93.12% | Q1 2026 | Apr 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 49,642 | 10,481 | 0.0% | 0.0% | 288 | +7,950 | 19.07% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Reduced | 49,609 | 10,474 | 1.18% | 1.31% | 289 | -3,822 | -7.15% | Q1 2026 | May 14, 2026 |
| Arlington Trust Co LLC | History | Added to | 49,297 | 10,409 | 0.92% | 1.06% | 290 | +393 | 0.8% | Q1 2026 | Apr 08, 2026 |
| True Vision MN LLC | History | Reduced | 49,229 | 10,394 | 5.36% | 5.46% | 291 | -1,455 | -2.87% | Q1 2026 | Apr 16, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 49,174 | 10,383 | 2.24% | — | 292 | +49,174 | New | Q1 2026 | May 13, 2026 |
| Financial Advisors Network, Inc. | History | Reduced | 49,012 | 10,348 | 1.43% | 1.43% | 293 | -123 | -0.25% | Q1 2026 | May 14, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 48,851 | 10,314 | 3.25% | 3.19% | 294 | +1,990 | 4.25% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 48,569 | 10,255 | 0.02% | 0.02% | 295 | +9,887 | 25.56% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 48,517 | 10,244 | 0.22% | 0.19% | 296 | +4,400 | 9.97% | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 48,283 | 10,194 | 1.04% | 1.04% | 297 | -337 | -0.69% | Q1 2026 | May 04, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 47,974 | 10,129 | 1.85% | 1.86% | 298 | +963 | 2.05% | Q1 2026 | Apr 17, 2026 |
| Graham Capital Management, L.P. | History | New | 47,750 | 10,082 | 0.24% | — | 299 | +47,750 | New | Q1 2026 | May 15, 2026 |
| Sierra Capital LLC | History | Reduced | 47,410 | 10,011 | 1.09% | 1.08% | 300 | -854 | -1.77% | Q1 2026 | May 15, 2026 |