iSHARES TRUST - IVV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 87,453,225 | 57,125,320 | 1.0% | 0.95% | 1 | +5,464,126 | 6.66% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 34,597,700 | 22,599,562 | 13.91% | 14.66% | 2 | +759,983 | 2.25% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 32,959,643 | 21,529,354 | 5.76% | 5.35% | 3 | +6,617,317 | 25.12% | Q1 2026 | May 04, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 26,281,933 | 17,167,621 | 17.1% | 20.23% | 4 | -6,170,967 | -19.02% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 24,018,496 | 15,689,121 | 10.64% | 11.27% | 5 | +1,025,490 | 4.46% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 23,381,866 | 15,273,270 | 0.92% | 0.98% | 6 | -646,370 | -2.69% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 23,561,821 | 14,960,108 | 0.96% | 0.48% | 7 | +12,467,700 | 112.38% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 20,079,104 | 13,115,871 | 0.96% | 1.08% | 8 | -1,617,371 | -7.45% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 19,585,852 | 12,793,674 | 2.41% | 2.35% | 9 | +726,290 | 3.85% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,924,918 | 12,055,452 | 5.79% | 7.66% | 10 | +575,630 | 3.14% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 18,294,669 | 11,950,261 | 2.1% | 3.17% | 11 | -10,144,191 | -35.67% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 16,114,884 | 10,526,403 | 38.93% | 38.01% | 12 | -694,579 | -4.13% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,679,384 | 10,241,930 | 5.91% | 5.9% | 13 | -84,137 | -0.53% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 13,849,892 | 9,046,887 | 1.04% | 1.17% | 14 | -95,630 | -0.69% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 13,359,615 | 8,726,634 | 1.6% | 1.63% | 15 | -115,469 | -0.86% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 12,985,806 | 8,482,458 | 3.53% | 4.17% | 16 | -1,508,472 | -10.41% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 12,162,948 | 7,944,959 | 9.33% | 7.64% | 17 | +1,684,897 | 16.08% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 11,586,990 | 7,568,737 | 2.01% | 1.96% | 18 | +1,103,930 | 10.53% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 9,280,154 | 6,061,889 | 0.8% | 0.81% | 19 | +37,864 | 0.41% | Q1 2026 | May 14, 2026 |
| Capula Management Ltd | History | Added to | 9,094,984 | 5,940,934 | 42.25% | 2.12% | 20 | +8,478,226 | 1374.64% | Q1 2026 | May 14, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 8,732,982 | 5,704,471 | 38.42% | 44.39% | 21 | -565,322 | -6.08% | Q1 2026 | May 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 7,890,999 | 5,154,479 | 6.35% | 6.33% | 22 | +242,331 | 3.17% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,988,930 | 4,565,239 | 6.15% | 6.4% | 23 | -17,814 | -0.25% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 6,277,407 | 4,099,090 | 0.95% | 1.22% | 24 | -1,611,280 | -20.43% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 6,025,941 | 3,936,205 | 0.21% | 0.21% | 25 | +1,941 | 0.03% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 5,820,684 | 3,802,402 | 4.61% | 4.6% | 26 | +93,002 | 1.62% | Q1 2026 | May 14, 2026 |
| Alberta Investment Management Corp | History | Reduced | 5,805,305 | 3,792,083 | 22.75% | 28.38% | 27 | -1,201,557 | -17.15% | Q1 2026 | Apr 28, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 5,328,032 | 3,649,382 | 1.18% | 1.14% | 28 | +69,004 | 1.31% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 5,477,415 | 3,577,902 | 14.89% | 13.9% | 29 | -1,138,655 | -17.21% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 5,473,014 | 3,574,812 | 4.17% | 4.43% | 30 | +44,017 | 0.81% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 4,681,918 | 3,058,275 | 0.46% | 0.36% | 31 | +1,432,944 | 44.1% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,551,199 | 2,972,722 | 0.92% | 0.93% | 32 | +182,133 | 4.17% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,483,729 | 2,944,676 | 6.0% | 6.16% | 33 | -2,053,060 | -31.41% | Q1 2026 | Apr 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 4,460,850 | 2,913,871 | 0.47% | 0.06% | 34 | +3,875,130 | 661.6% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,306,307 | 2,812,648 | 4.91% | 5.34% | 35 | +210,838 | 5.15% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 4,260,894 | 2,783,258 | 2.96% | 3.03% | 36 | +214,419 | 5.3% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,565,910 | 2,763,173 | 3.95% | 3.51% | 37 | -12,859,395 | -73.8% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 4,222,195 | 2,758,557 | 7.8% | 12.12% | 38 | -2,044,681 | -32.63% | Q1 2026 | May 15, 2026 |
| National Pension Service | History | No change | 4,119,355 | 2,690,803 | 2.04% | 2.09% | 39 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Korea Investment CORP | History | Added to | 4,015,958 | 2,623,263 | 5.43% | 4.92% | 40 | +366,892 | 10.05% | Q1 2026 | May 12, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 3,581,847 | 2,339,698 | 18.02% | 17.99% | 41 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 3,225,810 | 2,107,131 | 6.21% | 6.22% | 42 | -9,463 | -0.29% | Q1 2026 | May 08, 2026 |
| Michael & Susan Dell Foundation | History | No change | 3,187,927 | 2,082,385 | 73.08% | 75.69% | 43 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,184,798 | 2,080,431 | 2.21% | 2.01% | 44 | +495,513 | 18.43% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 3,182,076 | 2,078,563 | 7.59% | 7.73% | 45 | +30,322 | 0.96% | Q1 2026 | Apr 24, 2026 |
| USS Investment Management Ltd | History | Added to | 3,033,549 | 1,981,408 | 7.75% | 1.19% | 46 | +2,659,582 | 711.18% | Q1 2026 | Apr 24, 2026 |
| Kedalion Capital Management LLP | History | Added to | 3,031,500 | 1,980,206 | 56.89% | 48.59% | 47 | +142,000 | 4.91% | Q1 2026 | Apr 27, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 3,015,478 | 1,969,740 | 68.45% | 0.04% | 48 | +3,013,944 | 196476.14% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,956,300 | 1,931,084 | 2.04% | 2.03% | 49 | -2,000 | -0.07% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 2,885,532 | 1,884,858 | 13.26% | 24.76% | 50 | -5,276,386 | -64.65% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,829,481 | 1,848,245 | 3.38% | 3.7% | 51 | +1,126,589 | 66.16% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 2,750,861 | 1,796,890 | 0.67% | 0.65% | 52 | -4,253 | -0.15% | Q1 2026 | May 13, 2026 |
| Bridgewater Associates, LP | History | Reduced | 2,679,084 | 1,750,004 | 7.81% | 10.45% | 53 | -1,506,505 | -35.99% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 2,669,963 | 1,744,046 | 13.7% | 14.52% | 54 | +6,171 | 0.23% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 2,661,628 | 1,738,616 | 2.45% | 2.54% | 55 | +113,914 | 4.47% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 2,646,824 | 1,728,931 | 2.78% | 3.04% | 56 | -2,407 | -0.09% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,640,321 | 1,724,684 | 2.41% | 2.49% | 57 | -86,889 | -3.19% | Q1 2026 | Apr 27, 2026 |
| Choate Investment Advisors | History | Added to | 2,576,994 | 1,683,318 | 32.94% | 32.84% | 58 | +133,775 | 5.48% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,521,792 | 1,647,259 | 0.18% | 0.25% | 59 | -634,851 | -20.11% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 2,453,100 | 1,602,389 | 0.86% | 0.63% | 60 | +663,373 | 37.07% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,356,135 | 1,538,900 | 6.66% | 6.64% | 61 | +54,030 | 2.35% | Q1 2026 | May 15, 2026 |
| AIA Group Ltd | History | Added to | 2,337,533 | 1,526,899 | 22.2% | 22.31% | 62 | +160,781 | 7.39% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 2,299,769 | 1,502,228 | 5.98% | 5.94% | 63 | +50,595 | 2.25% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,298,647 | 1,501,499 | 1.14% | 0.91% | 64 | +519,698 | 29.21% | Q1 2026 | May 14, 2026 |
| BANK OF KOREA | History | Added to | 2,268,111 | 1,481,552 | 35.84% | 35.31% | 65 | +1,091,124 | 92.7% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 2,203,708 | 1,439,607 | 1.6% | 1.64% | 66 | +107,581 | 5.13% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,178,323 | 1,422,902 | 0.18% | 0.2% | 67 | +274,135 | 14.4% | Q1 2026 | May 12, 2026 |
| UNC Management Company, Inc. | History | Added to | 1,870,773 | 1,222,008 | 74.58% | 80.71% | 68 | +568,412 | 43.64% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 1,859,007 | 1,214,321 | 2.12% | 3.39% | 69 | -1,486,585 | -44.43% | Q1 2026 | May 14, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 1,827,435 | 1,193,698 | 7.12% | 7.84% | 70 | -792,103 | -30.24% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,822,421 | 1,190,423 | 3.3% | 3.08% | 71 | -24,970 | -1.35% | Q1 2026 | May 04, 2026 |
| ALLIANZ SE | History | Added to | 1,767,045 | 1,154,251 | 12.8% | 14.96% | 72 | +70,669 | 4.17% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,737,782 | 1,135,136 | 6.09% | 4.21% | 73 | +610,257 | 54.12% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 1,729,838 | 1,129,947 | 6.38% | 6.82% | 74 | -876 | -0.05% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,721,246 | 1,124,335 | 1.85% | 1.36% | 75 | +300,446 | 21.15% | Q1 2026 | May 15, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 1,701,915 | 1,111,708 | 34.16% | 36.83% | 76 | +76,417 | 4.7% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,641,641 | 1,073,148 | 1.57% | 1.61% | 77 | +37,180 | 2.32% | Q1 2026 | May 15, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Added to | 1,637,942 | 1,069,920 | 12.15% | 10.7% | 78 | +256,717 | 18.59% | Q1 2026 | May 11, 2026 |
| BARINGS LLC | History | Reduced | 1,673,647 | 1,062,648 | 17.16% | 21.83% | 79 | -43,803 | -2.55% | Q1 2026 | May 06, 2026 |
| MKP Capital Management, L.L.C. | History | Reduced | 1,618,986 | 1,057,537 | 34.75% | 68.04% | 80 | -1,171,686 | -41.99% | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 1,557,834 | 1,017,592 | 1.77% | 2.39% | 81 | -223,106 | -12.53% | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Added to | 1,534,381 | 1,002,273 | 10.68% | 10.03% | 82 | +51,657 | 3.48% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,517,545 | 991,275 | 11.72% | 12.14% | 83 | -41,534 | -2.66% | Q1 2026 | May 15, 2026 |
| Alaska Permanent Fund Corp | History | No change | 1,323,000 | 955,298 | 60.81% | 58.85% | 84 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| TORONTO DOMINION BANK | History | Added to | 1,443,344 | 942,806 | 1.35% | 0.45% | 85 | +1,001,299 | 226.52% | Q1 2026 | May 15, 2026 |
| Jasper Ridge Partners, L.P. | History | Reduced | 1,425,879 | 931,398 | 20.73% | 24.53% | 86 | -190,604 | -11.79% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,423,029 | 929,536 | 7.52% | 7.9% | 87 | +12,420 | 0.88% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,412,900 | 922,921 | 2.28% | 2.01% | 88 | +135,695 | 10.62% | Q1 2026 | Apr 22, 2026 |
| GREENLEAF TRUST | History | Reduced | 1,397,421 | 912,809 | 8.97% | 9.25% | 89 | -75,482 | -5.12% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 1,394,503 | 910,903 | 2.39% | 2.66% | 90 | -41,285 | -2.88% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,359,535 | 888,247 | 5.46% | 5.25% | 91 | +87,582 | 6.89% | Q1 2026 | May 15, 2026 |
| Constellation Investments, Inc. | History | Reduced | 1,358,390 | 887,313 | 29.45% | 31.82% | 92 | -146,657 | -9.74% | Q1 2026 | Apr 22, 2026 |
| Blue Sparrow, LLC /DE | History | No change | 1,340,000 | 875,301 | 14.96% | 17.28% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 1,295,264 | 846,079 | 21.59% | 23.01% | 94 | -3,663 | -0.28% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 1,277,747 | 834,636 | 30.22% | 31.93% | 95 | +32,161 | 2.58% | Q1 2026 | May 07, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | New | 1,267,527 | 827,961 | 0.51% | — | 96 | +1,267,527 | New | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 1,258,002 | 821,739 | 2.81% | 2.88% | 97 | -50,999 | -3.9% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,249,076 | 815,909 | 6.09% | 6.61% | 98 | +57,497 | 4.83% | Q1 2026 | May 15, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 1,228,966 | 802,773 | 11.96% | 12.3% | 99 | -6,055 | -0.49% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,209,124 | 789,811 | 4.37% | 7.58% | 100 | -1,943,798 | -61.65% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,202,937 | 785,770 | 2.03% | 1.81% | 101 | +205,322 | 20.58% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 1,199,600 | 783,590 | 11.88% | 12.02% | 102 | -304,700 | -20.26% | Q1 2026 | May 08, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,193,426 | 779,557 | 6.8% | 7.14% | 103 | +132,413 | 12.48% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,175,199 | 767,652 | 6.0% | 5.2% | 104 | +279,786 | 31.25% | Q1 2026 | Apr 07, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,155,500 | 754,784 | 4.9% | 4.87% | 105 | +45,534 | 4.1% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,148,258 | 750,054 | 1.33% | 1.33% | 106 | +66,317 | 6.13% | Q1 2026 | May 14, 2026 |
| Simplify Asset Management Inc. | History | Added to | 1,092,266 | 713,479 | 10.95% | 11.29% | 107 | +82,160 | 8.13% | Q1 2026 | Apr 27, 2026 |
| Circle Wealth Management, LLC | History | Added to | 1,088,898 | 711,278 | 10.14% | 9.12% | 108 | +223,933 | 25.89% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 1,029,808 | 705,357 | 2.81% | 2.81% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,068,916 | 698,226 | 12.54% | 10.46% | 110 | +234,126 | 28.05% | Q1 2026 | May 07, 2026 |
| CI INVESTMENTS INC. | History | No change | 1,064,173 | 695,128 | 3.37% | 3.19% | 111 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,041,800 | 680,514 | 2.2% | 2.5% | 112 | -128,247 | -10.96% | Q1 2026 | May 14, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Added to | 1,029,000 | 672,153 | 15.8% | 14.09% | 113 | +278,000 | 37.02% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,027,583 | 671,228 | 1.06% | 1.02% | 114 | +61,022 | 6.31% | Q1 2026 | May 06, 2026 |
| LMR Partners LLP | History | Reduced | 1,016,400 | 663,922 | 1.46% | 1.34% | 115 | -23,600 | -2.27% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Reduced | 986,000 | 644,065 | 4.55% | 7.08% | 116 | -444,000 | -31.05% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 981,961 | 641,426 | 0.67% | 5.77% | 117 | -7,342,143 | -88.2% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 963,214 | 627,649 | 1.2% | 1.13% | 118 | +36,083 | 3.89% | Q1 2026 | May 01, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 904,364 | 574,207 | 0.47% | 0.41% | 119 | +119,156 | 15.18% | Q1 2026 | May 14, 2026 |
| Nationwide Fund Advisors | History | Added to | 868,557 | 567,350 | 24.83% | 25.45% | 120 | +756 | 0.09% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 863,829 | 564,262 | 0.88% | 1.01% | 121 | -79,895 | -8.47% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 851,150 | 556,880 | 2.75% | 2.78% | 122 | +76,294 | 9.85% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 846,215 | 556,856 | 5.26% | 5.58% | 123 | +86,354 | 11.36% | Q1 2026 | Apr 07, 2026 |
| Japan Science & Technology Agency | History | Reduced | 847,800 | 553,791 | 11.51% | 14.73% | 124 | -323,000 | -27.59% | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 840,530 | 549,042 | 6.76% | 6.9% | 125 | +58,716 | 7.51% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 833,144 | 544,176 | 0.13% | 0.15% | 126 | -87,422 | -9.5% | Q1 2026 | May 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 821,849 | 536,840 | 20.22% | 22.14% | 127 | -45,799 | -5.28% | Q1 2026 | May 12, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 793,084 | 518,050 | 13.63% | 13.88% | 128 | +31,433 | 4.13% | Q1 2026 | Apr 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 786,814 | 513,954 | 0.25% | 0.26% | 129 | -38,117 | -4.62% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 772,663 | 504,710 | 0.75% | 0.75% | 130 | +59,504 | 8.34% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 772,216 | 504,419 | 0.46% | 0.04% | 131 | +689,441 | 832.91% | Q1 2026 | May 14, 2026 |
| FIL Ltd | History | Reduced | 762,599 | 498,137 | 0.39% | 0.41% | 132 | -45,028 | -5.58% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 755,209 | 493,310 | 1.87% | 1.96% | 133 | +60,538 | 8.71% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Added to | 720,762 | 470,808 | 6.57% | 6.28% | 134 | +30,974 | 4.49% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 719,143 | 469,779 | 0.43% | 0.42% | 135 | +35,212 | 5.15% | Q1 2026 | May 12, 2026 |
| Matson Money. Inc. | History | Added to | 720,815 | 464,066 | 14.23% | 13.86% | 136 | +80,385 | 12.55% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 704,106 | 459,928 | 2.43% | 2.0% | 137 | +288,534 | 69.43% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 702,876 | 459,125 | 2.34% | 2.34% | 138 | +80,291 | 12.9% | Q1 2026 | May 08, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 702,776 | 459,060 | 8.24% | 8.04% | 139 | +74,157 | 11.8% | Q1 2026 | May 14, 2026 |
| Main Management Fund Advisors LLC | History | Added to | 808,311 | 454,760 | 38.19% | 38.56% | 140 | +190,811 | 30.9% | Q1 2026 | May 14, 2026 |
| Truepoint, Inc. | History | Added to | 695,831 | 454,523 | 10.14% | 10.52% | 141 | +13,482 | 1.98% | Q1 2026 | May 08, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 689,375 | 450,306 | 13.66% | 13.58% | 142 | +19,349 | 2.89% | Q1 2026 | May 13, 2026 |
| P/E Global LLC | History | Reduced | 689,234 | 450,214 | 35.48% | 34.52% | 143 | -10,179 | -1.46% | Q1 2026 | Apr 09, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 678,794 | 443,394 | 14.03% | 15.76% | 144 | +46,349 | 7.33% | Q1 2026 | May 07, 2026 |
| Heritage Wealth Advisors | History | Added to | 678,104 | 442,944 | 17.31% | 17.33% | 145 | +15,748 | 2.38% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 677,106 | 442,292 | 2.44% | 2.63% | 146 | +37,409 | 5.85% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Added to | 661,906 | 432,363 | 12.31% | 12.36% | 147 | +33,997 | 5.41% | Q1 2026 | May 12, 2026 |
| ACUTE INVESTMENT ADVISORY, LLC | History | New | 659 | 430,465 | 4.83% | — | 148 | +659 | New | Q1 2026 | Apr 27, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 649,315 | 424,139 | 28.79% | 29.79% | 149 | +24,607 | 3.94% | Q1 2026 | Apr 29, 2026 |
| CKW FINANCIAL GROUP | History | Added to | 628,924 | 413,870 | 45.13% | 46.16% | 150 | +7,453 | 1.2% | Q1 2026 | May 06, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 632,560 | 413,194 | 1.72% | 1.5% | 151 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Haverford Trust Co | History | Reduced | 610,802 | 398,982 | 3.66% | 4.47% | 152 | -120,547 | -16.48% | Q1 2026 | May 11, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 609,638 | 398,221 | 8.58% | 8.42% | 153 | +52,351 | 9.39% | Q1 2026 | Apr 07, 2026 |
| Swan Global Investments, LLC | History | Reduced | 606,594 | 396,233 | 13.23% | 12.76% | 154 | -23,015 | -3.66% | Q1 2026 | May 07, 2026 |
| GENWORTH FINANCIAL INC | History | No change | 601,470 | 392,886 | 91.85% | 92.41% | 155 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 599,552 | 391,633 | 5.97% | 4.81% | 156 | +122,823 | 25.76% | Q1 2026 | May 01, 2026 |
| AGAVE CAPITAL MANAGEMENT Ltd | History | Added to | 603,100 | 386,942 | 62.24% | 23.56% | 157 | +397,971 | 194.01% | Q1 2026 | May 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 586,856 | 383,340 | 20.25% | 20.97% | 158 | -15,696 | -2.6% | Q1 2026 | Apr 29, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Reduced | 577,037 | 376,926 | 31.16% | 34.66% | 159 | -97,112 | -14.41% | Q1 2026 | May 07, 2026 |
| OP Asset Management Ltd | History | Added to | 570,878 | 372,903 | 4.58% | 4.44% | 160 | +24,640 | 4.51% | Q1 2026 | Apr 10, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 562,015 | 367,113 | 1.95% | 1.85% | 161 | +42,954 | 8.28% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 558,202 | 364,623 | 2.25% | 2.24% | 162 | +26,101 | 4.91% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Management, LLC | History | Added to | 557,593 | 364,225 | 21.24% | 21.49% | 163 | +13,158 | 2.42% | Q1 2026 | Apr 22, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 550,875 | 359,836 | 2.71% | 2.8% | 164 | +10,210 | 1.89% | Q1 2026 | May 12, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Added to | 548,029 | 357,978 | 18.45% | 17.9% | 165 | +45,925 | 9.15% | Q1 2026 | May 07, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 547,923 | 357,908 | 1.98% | 1.9% | 166 | +27,593 | 5.3% | Q1 2026 | Apr 22, 2026 |
| Soundwatch Capital LLC | History | Added to | 543,836 | 355,238 | 44.78% | 30.85% | 167 | +253,470 | 87.29% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 537,707 | 351,235 | 1.35% | — | 168 | +537,707 | New | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 535,640 | 349,887 | 1.89% | 1.99% | 169 | +28,692 | 5.66% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 533,947 | 348,779 | 8.66% | 9.8% | 170 | -10,398 | -1.91% | Q1 2026 | Apr 15, 2026 |
| STATE STREET CORP | History | Added to | 532,508 | 347,839 | 0.01% | 0.01% | 171 | +5,479 | 1.04% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 527,597 | 344,631 | 0.7% | 1.38% | 172 | -460,450 | -46.6% | Q1 2026 | May 06, 2026 |
| Klingman & Associates, LLC | History | Added to | 526,701 | 344,046 | 16.47% | 16.99% | 173 | +12,506 | 2.43% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 526,398 | 343,848 | 5.96% | 6.69% | 174 | -8,604 | -1.61% | Q1 2026 | Apr 20, 2026 |
| Bank of Finland | History | Added to | 523,569 | 342,000 | 25.03% | 24.84% | 175 | +1,413 | 0.27% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 523,500 | 341,955 | 0.16% | 0.15% | 176 | +105,348 | 25.19% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 521,601 | 340,714 | 5.33% | 4.78% | 177 | +119,146 | 29.6% | Q1 2026 | May 04, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 511,337 | 334,010 | 22.48% | 23.17% | 178 | +21,125 | 4.31% | Q1 2026 | May 12, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 510,550 | 333,497 | 11.67% | 27.25% | 179 | -825,584 | -61.79% | Q1 2026 | May 14, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Added to | 502,323 | 328,122 | 15.83% | 16.28% | 180 | +1,754 | 0.35% | Q1 2026 | Apr 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 497,598 | 325,035 | 10.99% | 12.17% | 181 | -9,056 | -1.79% | Q1 2026 | Apr 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 467,000 | 319,866 | 1.9% | 1.9% | 182 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 485,839 | 317,354 | 0.91% | 0.9% | 183 | -2,581 | -0.53% | Q1 2026 | May 08, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 485,265 | 316,979 | 24.58% | 25.75% | 184 | -7,701 | -1.56% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 479,992 | 313,535 | 1.69% | 1.7% | 185 | +26,499 | 5.84% | Q1 2026 | May 05, 2026 |
| Norinchukin Bank, The | History | Added to | 477,180 | 311,698 | 3.64% | 3.58% | 186 | +28,200 | 6.28% | Q1 2026 | May 15, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 476,372 | 311,170 | 25.21% | 26.66% | 187 | +3,379 | 0.71% | Q1 2026 | Apr 22, 2026 |
| COMMERCE BANK | History | Added to | 468,370 | 305,943 | 1.48% | 0.88% | 188 | +236,095 | 101.64% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 466,993 | 305,044 | 3.53% | 1.97% | 189 | +230,806 | 97.72% | Q1 2026 | May 08, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 463,174 | 302,549 | 18.15% | 16.79% | 190 | +59,965 | 14.87% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 459,404 | 300,124 | 0.4% | — | 191 | +459,404 | New | Q1 2026 | May 12, 2026 |
| Robinhood Asset Management, LLC | History | Added to | 454,518 | 296,895 | 21.53% | 22.54% | 192 | +41,525 | 10.05% | Q1 2026 | Apr 13, 2026 |
| Hirtle & Co., LLC | History | Added to | 452,028 | 295,269 | 10.11% | 10.07% | 193 | +20,324 | 4.71% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 430,620 | 294,948 | 0.5% | 0.5% | 194 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 448,294 | 292,830 | 4.07% | 4.2% | 195 | -9,361 | -2.05% | Q1 2026 | May 01, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 442,174 | 288,832 | 12.85% | 13.3% | 196 | +10,435 | 2.42% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 437,585 | 285,835 | 2.61% | 3.74% | 197 | +4,684 | 1.08% | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 435,384 | 284,397 | 0.87% | 1.02% | 198 | +27,684 | 6.79% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 435,333 | 284,363 | 4.78% | 4.0% | 199 | +84,404 | 24.05% | Q1 2026 | May 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 431,892 | 284,210 | 0.48% | 0.36% | 200 | +103,925 | 31.69% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 434,413 | 283,762 | 2.42% | 2.56% | 201 | -74,300 | -14.61% | Q1 2026 | May 13, 2026 |
| SUN LIFE FINANCIAL INC | History | Reduced | 432,316 | 282,393 | 16.03% | 15.67% | 202 | -3,615 | -0.83% | Q1 2026 | May 14, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 425,380 | 281,542 | 16.98% | 18.16% | 203 | -12,531 | -2.86% | Q1 2026 | Apr 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 430,601 | 281,273 | 0.47% | 0.49% | 204 | +77,593 | 21.98% | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 424,239 | 277,117 | 18.59% | 11.04% | 205 | +185,741 | 77.88% | Q1 2026 | Apr 10, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 423,743 | 276,793 | 17.84% | 15.05% | 206 | -51,842 | -10.9% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 423,198 | 276,438 | 0.85% | 0.93% | 207 | -33,489 | -7.33% | Q1 2026 | May 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 420,340 | 274,569 | 16.74% | 18.01% | 208 | -7,073 | -1.65% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 380,283 | 274,433 | 4.77% | 4.8% | 209 | -8,435 | -2.17% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 416,280 | 271,918 | 0.22% | 0.38% | 210 | +23,520 | 5.99% | Q1 2026 | May 15, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Added to | 415,589 | 271,466 | 35.04% | 35.76% | 211 | +1,056 | 0.25% | Q1 2026 | May 07, 2026 |
| HORAN Wealth, LLC | History | Added to | 392,598 | 268,561 | 25.52% | 20.66% | 212 | +196,291 | 99.99% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO | History | Reduced | 401,934 | 266,024 | 3.0% | 3.22% | 213 | -26,069 | -6.09% | Q1 2026 | Apr 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 405,514 | 264,885 | 0.09% | 0.93% | 214 | -85,555 | -17.42% | Q1 2026 | May 04, 2026 |
| Adventist Health System/ West | History | Reduced | 405,108 | 264,620 | 46.93% | 51.65% | 215 | -43,560 | -9.71% | Q1 2026 | May 12, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 404,618 | 264,300 | 19.82% | 21.57% | 216 | +6,351 | 1.59% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Added to | 388,721 | 253,916 | 10.26% | 7.85% | 217 | +107,907 | 38.43% | Q1 2026 | Apr 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 387,788 | 253,306 | 6.99% | 7.2% | 218 | +7,614 | 2.0% | Q1 2026 | Apr 23, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 382,980 | 250,166 | 1.23% | 0.71% | 219 | +184,359 | 92.82% | Q1 2026 | May 14, 2026 |
| BSN Capital Partners Ltd | History | No change | 364,602 | 247,017 | 11.64% | 11.64% | 220 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Verition Fund Management LLC | History | Reduced | 377,340 | 246,482 | 1.6% | 5.06% | 221 | -1,503,288 | -79.94% | Q1 2026 | May 15, 2026 |
| Steele Capital Management, Inc. | History | Reduced | 376,762 | 246,104 | 10.19% | 11.09% | 222 | -634 | -0.17% | Q1 2026 | Apr 29, 2026 |
| TOEWS CORP /ADV | History | Reduced | 375,750 | 245,443 | 94.69% | 41.24% | 223 | -38,250 | -9.24% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 375,031 | 244,973 | 1.15% | 1.24% | 224 | -10,086 | -2.62% | Q1 2026 | Apr 24, 2026 |
| Ballentine Partners, LLC | History | Added to | 368,896 | 240,966 | 3.35% | 3.52% | 225 | +3,051 | 0.83% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 368,757 | 240,875 | 0.04% | 0.04% | 226 | +10,051 | 2.8% | Q1 2026 | May 15, 2026 |
| FIRST HAWAIIAN BANK | History | Added to | 363,420 | 237,389 | 33.2% | 33.03% | 227 | +1,008 | 0.28% | Q1 2026 | Apr 13, 2026 |
| Ashford Advisors, LLC | History | Reduced | 360,435 | 235,439 | 54.85% | 54.86% | 228 | -5,369 | -1.47% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL PLC | History | Reduced | 357,944 | 233,812 | 1.37% | 2.14% | 229 | -35,398 | -9.0% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 357,617 | 233,599 | 1.86% | 2.18% | 230 | +90,196 | 33.73% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 347,015 | 226,673 | 4.13% | 3.3% | 231 | -5,176 | -1.47% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 342,211 | 223,536 | 2.54% | 2.65% | 232 | -512 | -0.15% | Q1 2026 | Apr 28, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 337,733 | 220,610 | 1.87% | 1.6% | 233 | +47,787 | 16.48% | Q1 2026 | May 11, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 335,437 | 219,111 | 32.32% | 32.32% | 234 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vestwell Advisors, LLC | History | Added to | 335,295 | 219,018 | 59.99% | 29.79% | 235 | +40,881 | 13.89% | Q1 2026 | May 18, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 335,046 | 218,855 | 3.56% | 3.8% | 236 | +15,166 | 4.74% | Q1 2026 | Apr 22, 2026 |
| Equitable Holdings, Inc. | History | Added to | 649,001 | 218,482 | 1.41% | 3.02% | 237 | +4,110 | 0.64% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | Added to | 333,103 | 217,586 | 26.81% | 28.47% | 238 | +1,635 | 0.49% | Q1 2026 | Apr 23, 2026 |
| Endurance Services Ltd | History | No change | 332,601 | 217,258 | 36.59% | 40.32% | 239 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Private Trust Co. | History | Reduced | 330,547 | 215,916 | 13.28% | 13.39% | 240 | -2,502 | -0.75% | Q1 2026 | Apr 07, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 324,804 | 212,165 | 0.11% | 0.1% | 241 | +75,049 | 30.05% | Q1 2026 | May 14, 2026 |
| RKL Wealth Management LLC | History | Reduced | 322,614 | 210,734 | 18.96% | 20.84% | 242 | -48,020 | -12.96% | Q1 2026 | Apr 24, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 322,074 | 210,381 | 10.14% | 11.28% | 243 | -8,200 | -2.48% | Q1 2026 | May 05, 2026 |
| Tidal Investments LLC | History | Reduced | 322,036 | 210,356 | 0.44% | 1.14% | 244 | -381,332 | -54.22% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 321,276 | 209,860 | 1.56% | 1.59% | 245 | +32,694 | 11.33% | Q1 2026 | Apr 15, 2026 |
| TAIYO LIFE INSURANCE CO | History | Reduced | 315,475 | 206,071 | 22.74% | 22.6% | 246 | -70,000 | -18.16% | Q1 2026 | May 07, 2026 |
| Tarbox Family Office, Inc. | History | Reduced | 313,643 | 204,874 | 33.27% | 34.79% | 247 | -2,065 | -0.65% | Q1 2026 | Apr 23, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 311,425 | 203,426 | 6.16% | 6.76% | 248 | -27,180 | -8.03% | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 309,596 | 202,231 | 2.97% | 3.12% | 249 | +14,344 | 4.86% | Q1 2026 | May 13, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 307 | 200,380 | 3.83% | 1.22% | 250 | -790 | -72.01% | Q1 2026 | Apr 20, 2026 |
| Glenview Trust Co | History | Added to | 305,877 | 199,801 | 3.14% | 3.23% | 251 | +671 | 0.22% | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 305,368 | 199,469 | 0.49% | 0.66% | 252 | -98,545 | -24.4% | Q1 2026 | May 12, 2026 |
| Conrad N. Hilton Foundation | History | Added to | 304,999 | 199,228 | 87.27% | 100.0% | 253 | +190,652 | 166.73% | Q1 2026 | May 15, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Added to | 304,933 | 199,185 | 37.58% | 39.1% | 254 | +9,605 | 3.25% | Q1 2026 | May 07, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 300,036 | 195,986 | 6.51% | 11.42% | 255 | -438,806 | -59.39% | Q1 2026 | Apr 28, 2026 |
| Sigma Planning Corp | History | Added to | 298,651 | 195,082 | 5.42% | 5.55% | 256 | +5,069 | 1.73% | Q1 2026 | May 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 298,253 | 194,862 | 0.57% | 0.54% | 257 | +2,876 | 0.97% | Q1 2026 | May 14, 2026 |
| FORM Wealth Advisors, LLC | History | Added to | 297,706 | 194,464 | 22.78% | 22.76% | 258 | +13,834 | 4.87% | Q1 2026 | Apr 10, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 297,275 | 194,183 | 14.4% | 15.37% | 259 | -3,865 | -1.28% | Q1 2026 | Apr 16, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 296,082 | 193,403 | 7.79% | 7.46% | 260 | +7,191 | 2.49% | Q1 2026 | May 04, 2026 |
| Teramo Advisors, LLC | History | Added to | 295,000 | 192,696 | 40.62% | 37.13% | 261 | +84,500 | 40.14% | Q1 2026 | May 13, 2026 |
| Gryphon Financial Partners LLC | History | Reduced | 294,166 | 192,152 | 19.69% | 21.83% | 262 | -3,743 | -1.26% | Q1 2026 | May 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 291,105 | 190,152 | 0.31% | 0.38% | 263 | -34,571 | -10.62% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 290,998 | 188,429 | 1.32% | 1.14% | 264 | +53,537 | 22.55% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Added to | 287,503 | 187,800 | 7.76% | 7.78% | 265 | +15,742 | 5.79% | Q1 2026 | Apr 28, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 286,184 | 186,938 | 8.32% | 8.86% | 266 | -21,997 | -7.14% | Q1 2026 | May 11, 2026 |
| Ellenbecker Investment Group | History | Added to | 285,832 | 186,708 | 25.13% | 26.97% | 267 | +4,394 | 1.56% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 285,306 | 186,358 | 0.67% | 0.76% | 268 | -3,385 | -1.17% | Q1 2026 | May 13, 2026 |
| True Link Financial Advisors, LLC | History | Reduced | 281,276 | 183,732 | 11.35% | 12.65% | 269 | -22,662 | -7.46% | Q1 2026 | Apr 29, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 279,455 | 182,543 | 8.83% | 8.63% | 270 | +7,831 | 2.88% | Q1 2026 | Apr 09, 2026 |
| Bangor Savings Bank | History | Added to | 278,151 | 181,690 | 14.53% | 15.31% | 271 | +344 | 0.12% | Q1 2026 | Apr 01, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 277,274 | 181,117 | 23.39% | 23.67% | 272 | +2,288 | 0.83% | Q1 2026 | May 05, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 275,565 | 180,001 | 0.52% | 0.58% | 273 | +12,682 | 4.82% | Q1 2026 | May 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 273,257 | 178,494 | 18.53% | 19.75% | 274 | -3,732 | -1.35% | Q1 2026 | Apr 13, 2026 |
| Calamos Advisors LLC | History | Added to | 273,147 | 178,422 | 0.63% | 0.04% | 275 | +259,168 | 1853.98% | Q1 2026 | May 04, 2026 |
| Lee Financial Co | History | Reduced | 269,520 | 176,053 | 24.84% | 25.23% | 276 | -3,532 | -1.29% | Q1 2026 | Apr 13, 2026 |
| Dakota Wealth Management | History | Reduced | 268,724 | 175,533 | 3.8% | 3.33% | 277 | -5,050 | -1.84% | Q1 2026 | May 07, 2026 |
| DT Investment Partners, LLC | History | Added to | 267,267 | 174,581 | 14.53% | 14.15% | 278 | +17,764 | 7.12% | Q1 2026 | May 14, 2026 |
| Calamos Wealth Management LLC | History | Added to | 258,931 | 169,136 | 5.82% | 6.09% | 279 | +910 | 0.35% | Q1 2026 | May 04, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 258,783 | 169,039 | 8.43% | 9.8% | 280 | -31,931 | -10.98% | Q1 2026 | May 07, 2026 |
| Leverty Financial Group, LLC | History | Added to | 257,635 | 168,289 | 37.23% | 41.18% | 281 | +6,208 | 2.47% | Q1 2026 | Apr 09, 2026 |
| Summit Financial, LLC | History | Added to | 255,954 | 167,191 | 2.13% | 2.32% | 282 | +25,678 | 11.15% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 255,315 | 166,774 | 3.2% | 3.26% | 283 | +1,319 | 0.52% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 252,064 | 164,650 | 4.92% | 5.1% | 284 | +5,609 | 2.28% | Q1 2026 | May 13, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Reduced | 249,220 | 162,792 | 4.45% | 3.63% | 285 | -25,000 | -9.12% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 237,563 | 162,716 | 5.08% | 5.08% | 286 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mandatum Life Insurance Co Ltd | History | Added to | 247,033 | 161,364 | 36.28% | 38.45% | 287 | +1,165 | 0.47% | Q1 2026 | May 05, 2026 |
| Atria Investments, Inc | History | Reduced | 246,696 | 161,144 | 1.8% | 1.96% | 288 | -4,685 | -1.86% | Q1 2026 | May 05, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 243,877 | 159,302 | 1.91% | 2.05% | 289 | -14,590 | -5.64% | Q1 2026 | May 06, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 243,758 | 159,238 | 2.58% | 2.24% | 290 | +84,679 | 53.23% | Q1 2026 | Apr 21, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 243,396 | 158,988 | 4.4% | 4.21% | 291 | -13,558 | -5.28% | Q1 2026 | Apr 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 242,549 | 158,435 | 7.36% | 8.0% | 292 | -13,465 | -5.26% | Q1 2026 | Apr 29, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 242,082 | 158,130 | 8.31% | 7.86% | 293 | +33,296 | 15.95% | Q1 2026 | Apr 29, 2026 |
| JNBA Financial Advisors | History | Reduced | 241,784 | 157,935 | 13.15% | 21.8% | 294 | -122,620 | -33.65% | Q1 2026 | Apr 22, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 240,803 | 157,295 | 3.65% | 4.41% | 295 | -49,680 | -17.1% | Q1 2026 | May 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 240,533 | 157,118 | 0.1% | 0.13% | 296 | -72,410 | -23.14% | Q1 2026 | Apr 30, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 320,240 | 157,107 | 3.75% | 3.61% | 297 | +4,407 | 1.4% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Added to | 237,478 | 155,123 | 1.66% | 0.48% | 298 | +208,856 | 729.7% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 236,266 | 154,331 | 5.27% | 5.55% | 299 | -5,877 | -2.43% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | Added to | 233,462 | 152,498 | 2.03% | 2.22% | 300 | +3,922 | 1.71% | Q1 2026 | May 15, 2026 |