iSHARES TRUST - IVW
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 | Added to | 49,323,629 | 5,578,995 | 1.49% | 1.6% | 1 | +5,678,425 | 13.01% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 40,454,780 | 4,397,839 | 0.28% | 0.32% | 2 | -255,422 | -0.63% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 34,306,897 | 3,880,453 | 0.23% | 0.25% | 3 | +660,745 | 1.96% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 20,889,253 | 2,362,783 | 0.63% | 0.67% | 4 | +1,072,772 | 5.41% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 19,779,268 | 2,237,232 | 0.16% | 0.17% | 5 | +1,229,382 | 6.63% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,355,004 | 1,736,804 | 0.33% | 0.34% | 6 | +333,848 | 2.22% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 8,578,646 | 970,330 | 0.15% | 0.17% | 7 | -109,635 | -1.26% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,010,148 | 906,026 | 0.21% | 0.24% | 8 | -495,520 | -5.83% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,291,428 | 824,735 | 0.76% | 0.77% | 9 | +368,516 | 5.32% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,390,020 | 609,665 | 0.35% | 0.37% | 10 | -40,322 | -0.74% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 4,777,915 | 540,430 | 1.42% | 1.59% | 11 | +2,664 | 0.06% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 4,754,617 | 537,794 | 0.57% | 0.61% | 12 | +245,310 | 5.44% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 4,531,673 | 512,577 | 0.01% | 0.01% | 13 | +110,302 | 2.49% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,286,127 | 484,803 | 0.06% | 0.06% | 14 | +12,109 | 0.28% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 3,914,423 | 442,760 | 1.52% | 1.6% | 15 | -136,159 | -3.36% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,890,879 | 440,097 | 0.14% | 0.17% | 16 | -463,921 | -10.65% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 3,873,907 | 438,177 | 1.34% | 1.37% | 17 | +85,467 | 2.26% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,856,562 | 436,216 | 3.41% | 3.79% | 18 | +224,980 | 6.2% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,653,783 | 413,279 | 2.29% | 1.6% | 19 | -44,828 | -1.21% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Reduced | 3,565,694 | 403,312 | 0.47% | 0.54% | 20 | -99,843 | -2.72% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,539,621 | 400,576 | 0.07% | 0.07% | 21 | +193,529 | 5.78% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,335,976 | 377,332 | 1.05% | 1.09% | 22 | -309,228 | -8.48% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,037,160 | 343,533 | 0.48% | 0.49% | 23 | +41,526 | 1.39% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,990,288 | 327,904 | 0.16% | 0.21% | 24 | +140,621 | 4.93% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 2,694,953 | 304,826 | 1.98% | 2.13% | 25 | -10,367 | -0.38% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 2,416,574 | 273,339 | 0.68% | 0.62% | 26 | +211,952 | 9.61% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 2,276,795 | 257,528 | 3.19% | 3.28% | 27 | +244,628 | 12.04% | Q1 2026 | May 11, 2026 |
| SOFI WEALTH, LLC | History | Added to | 2,249,169 | 254,403 | 12.26% | 12.93% | 28 | +145,081 | 6.9% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,236,643 | 252,986 | 1.64% | 1.89% | 29 | -135,416 | -5.71% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,050,705 | 231,956 | 0.25% | 0.27% | 30 | +15,119 | 0.74% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Added to | 2,047,016 | 231,537 | 0.01% | 0.01% | 31 | +16,029 | 0.79% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,977,675 | 223,694 | 0.04% | 0.04% | 32 | +190,408 | 10.65% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,970,631 | 222,898 | 0.18% | 0.05% | 33 | +1,677,831 | 573.03% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,965,703 | 222,442 | 0.33% | 0.37% | 34 | -73,267 | -3.59% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,904,019 | 215,435 | 0.24% | 0.27% | 35 | -16,527 | -0.86% | Q1 2026 | May 14, 2026 |
| FSC Wealth Advisors, LLC | History | Reduced | 1,830 | 206,991 | 3.95% | 2.69% | 36 | -11,616 | -86.39% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,653,492 | 187,026 | 0.12% | 0.13% | 37 | -43,521 | -2.56% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,497,810 | 169,417 | 0.31% | 0.25% | 38 | +850,349 | 131.34% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,468,118 | 164,613 | 0.31% | 0.3% | 39 | +82,481 | 5.95% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,406,864 | 159,130 | 0.86% | 0.91% | 40 | +54,856 | 4.06% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,374,865 | 155,511 | 0.86% | 1.07% | 41 | -75,939 | -5.23% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,362,101 | 154,067 | 0.79% | 0.91% | 42 | +21,364 | 1.59% | Q1 2026 | May 08, 2026 |
| JB Capital LLC | History | Added to | 1,338,195 | 151,363 | 6.11% | 6.32% | 43 | +82,834 | 6.6% | Q1 2026 | Apr 27, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,285,735 | 145,429 | 1.09% | 1.18% | 44 | +15,858 | 1.25% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,223,953 | 138,441 | 0.19% | 0.19% | 45 | +54,490 | 4.66% | Q1 2026 | Apr 27, 2026 |
| Calamos Advisors LLC | History | Added to | 1,168,503 | 132,169 | 0.47% | 0.02% | 46 | +1,125,813 | 2637.18% | Q1 2026 | May 04, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 1,164,899 | 131,742 | 6.86% | 7.19% | 47 | +50,583 | 4.54% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,139,627 | 128,903 | 0.33% | 0.37% | 48 | +17,837 | 1.59% | Q1 2026 | Apr 30, 2026 |
| Calamos Wealth Management LLC | History | Added to | 1,126,579 | 127,427 | 4.38% | 4.73% | 49 | +13,644 | 1.23% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Reduced | 1,107,688 | 125,290 | 0.71% | 0.79% | 50 | -6,135 | -0.55% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,105,695 | 125,054 | 0.77% | 0.8% | 51 | +21,535 | 1.99% | Q1 2026 | May 15, 2026 |
| LVZ, Inc. | History | Added to | 1,047,836 | 118,520 | 13.52% | 14.05% | 52 | +28,006 | 2.75% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 1,030,500 | 116,559 | 0.16% | 0.09% | 53 | +512,738 | 99.03% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 896,757 | 110,534 | 0.44% | 0.44% | 54 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 963,042 | 108,929 | 6.09% | 6.71% | 55 | -6,243 | -0.64% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 885,451 | 100,153 | 0.18% | 0.19% | 56 | +48,705 | 5.82% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 883,779 | 99,964 | 0.16% | 0.17% | 57 | +1,493 | 0.17% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 859,413 | 97,208 | 0.37% | 0.39% | 58 | +83,484 | 10.76% | Q1 2026 | Apr 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 845,298 | 95,611 | 1.4% | 1.68% | 59 | -54,845 | -6.09% | Q1 2026 | Apr 09, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 828,745 | 93,739 | 4.15% | 4.05% | 60 | +44,231 | 5.64% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 733,815 | 83,001 | 0.01% | 0.01% | 61 | +4,992 | 0.68% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Added to | 732,503 | 82,853 | 2.87% | 2.96% | 62 | +30,364 | 4.32% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 714,893 | 80,861 | 0.44% | 0.5% | 63 | +4,325 | 0.61% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 707,760 | 80,054 | 0.29% | 0.33% | 64 | -28,600 | -3.88% | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 688,281 | 77,851 | 0.37% | 0.4% | 65 | +1,487 | 0.22% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 673,356 | 76,163 | 0.05% | 0.06% | 66 | +19,994 | 3.06% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 636,384 | 71,981 | 0.86% | 0.94% | 67 | -20,540 | -3.13% | Q1 2026 | May 06, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 614,290 | 69,482 | 38.06% | 40.58% | 68 | -5,204 | -0.84% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 603,344 | 69,179 | 0.14% | 0.1% | 69 | +4,710 | 0.79% | Q1 2026 | Apr 08, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 598,490 | 68,622 | 6.13% | 6.7% | 70 | -14,163 | -2.31% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 592,856 | 67,947 | 1.16% | 1.83% | 71 | -223,338 | -27.36% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 595,640 | 67,372 | 0.03% | 0.03% | 72 | -18,995 | -3.09% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 593,468 | 67,127 | 0.8% | 0.91% | 73 | -4,998 | -0.84% | Q1 2026 | May 01, 2026 |
| Atria Investments, Inc | History | Added to | 584,236 | 66,082 | 0.74% | 0.72% | 74 | +69,792 | 13.57% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 576,341 | 65,189 | 0.08% | 0.14% | 75 | -362,498 | -38.61% | Q1 2026 | May 14, 2026 |
| SilverOak Wealth Management LLC | History | Reduced | 566,951 | 64,127 | 10.14% | 11.02% | 76 | -3,405 | -0.6% | Q1 2026 | Apr 29, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 492,926 | 63,513 | 4.12% | 3.55% | 77 | +60,500 | 13.99% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 532,813 | 60,266 | 0.93% | 0.23% | 78 | +439,239 | 469.4% | Q1 2026 | May 15, 2026 |
| Austin Private Wealth, LLC | History | No change | 482,689 | 59,496 | 4.42% | 4.42% | 79 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Allworth Financial LP | History | Reduced | 516,567 | 58,428 | 0.24% | 0.26% | 80 | -6,741 | -1.29% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 508,502 | 57,516 | 1.34% | 1.4% | 81 | +38,666 | 8.23% | Q1 2026 | May 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 502,832 | 56,875 | 2.93% | 4.04% | 82 | -127,346 | -20.21% | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | Reduced | 501,583 | 56,734 | 3.44% | 4.01% | 83 | -16,913 | -3.26% | Q1 2026 | Apr 23, 2026 |
| Probity Advisors, Inc. | History | Added to | 501,149 | 56,684 | 8.98% | 9.6% | 84 | +14,790 | 3.04% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 496,194 | 56,124 | 0.92% | 0.89% | 85 | +122,778 | 32.88% | Q1 2026 | May 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 489,338 | 55,341 | 0.1% | 0.11% | 86 | +9,929 | 2.07% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 471,760 | 53,360 | 0.57% | 0.62% | 87 | -642 | -0.14% | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 470,220 | 53,186 | 4.22% | 3.16% | 88 | +200,115 | 74.09% | Q1 2026 | Apr 16, 2026 |
| West Wealth Group, LLC | History | Added to | 469,119 | 53,062 | 10.49% | 11.24% | 89 | +29,551 | 6.72% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 436,542 | 49,333 | 0.24% | 0.28% | 90 | +4,706 | 1.09% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 434,249 | 49,118 | 0.99% | 0.95% | 91 | +56,572 | 14.98% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 432,346 | 48,902 | 1.36% | 1.48% | 92 | -1,631 | -0.38% | Q1 2026 | May 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 422,113 | 47,745 | 0.7% | 0.83% | 93 | -12,598 | -2.9% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 410,209 | 46,398 | 0.57% | 0.66% | 94 | -9,838 | -2.34% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 391,098 | 44,237 | 0.43% | 0.46% | 95 | +9,767 | 2.56% | Q1 2026 | May 08, 2026 |
| MA Private Wealth | History | Added to | 390,339 | 44,151 | 7.47% | 7.68% | 96 | +16,740 | 4.48% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 388,544 | 43,948 | 0.5% | 0.58% | 97 | -24,464 | -5.92% | Q1 2026 | Apr 28, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Reduced | 372,247 | 42,104 | 14.65% | 15.68% | 98 | -1,677 | -0.45% | Q1 2026 | Apr 21, 2026 |
| Sharkey, Howes & Javer | History | Added to | 370,845 | 41,946 | 5.65% | 5.52% | 99 | +18,241 | 5.17% | Q1 2026 | Apr 08, 2026 |
| Clearstead Advisors, LLC | History | Added to | 369,582 | 41,803 | 0.38% | 0.57% | 100 | +356 | 0.1% | Q1 2026 | May 06, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 361,235 | 40,859 | 0.36% | 0.41% | 101 | +26,554 | 7.93% | Q1 2026 | May 14, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 361,009 | 40,833 | 12.72% | 13.52% | 102 | +5,353 | 1.51% | Q1 2026 | Apr 29, 2026 |
| Lee Financial Co | History | Reduced | 354,513 | 40,098 | 5.66% | 6.01% | 103 | -6,838 | -1.89% | Q1 2026 | Apr 13, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 353,931 | 40,033 | 1.68% | 2.06% | 104 | -31,264 | -8.12% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Added to | 353,003 | 39,928 | 0.16% | 0.15% | 105 | +35,360 | 11.13% | Q1 2026 | May 11, 2026 |
| Calydon Capital | History | Added to | 352,547 | 39,876 | 6.51% | 7.32% | 106 | +246 | 0.07% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 350,382 | 39,631 | 0.06% | 0.08% | 107 | -66,668 | -15.99% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 348,309 | 39,397 | 0.21% | 0.26% | 108 | +45,650 | 15.08% | Q1 2026 | May 15, 2026 |
| CGC Financial Services, LLC | History | Added to | 347,289 | 39,281 | 11.35% | 11.16% | 109 | +8,961 | 2.65% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 343,155 | 38,814 | 0.8% | 1.3% | 110 | -125,209 | -26.73% | Q1 2026 | Apr 13, 2026 |
| CITIGROUP INC | History | Added to | 341,831 | 38,664 | 0.02% | 0.02% | 111 | +14,988 | 4.59% | Q1 2026 | May 11, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 338,159 | 38,248 | 25.84% | 27.31% | 112 | +1,796 | 0.53% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 332,587 | 38,117 | 0.36% | 0.51% | 113 | -53,940 | -13.96% | Q1 2026 | Apr 07, 2026 |
| LMG Wealth Partners, LLC | History | Reduced | 331,826 | 37,532 | 6.84% | 7.7% | 114 | -3,121 | -0.93% | Q1 2026 | Apr 17, 2026 |
| Praetorian Wealth Management, Inc. | History | Reduced | 314,676 | 37,490 | 7.12% | 7.78% | 115 | -3,070 | -0.97% | Q1 2026 | Apr 09, 2026 |
| Corient Private Wealth LLC | History | Added to | 346,339 | 37,350 | 0.05% | 0.06% | 116 | +7,051 | 2.08% | Q1 2026 | May 15, 2026 |
| Busey Bank | History | Reduced | 329,626 | 37,283 | 1.01% | 1.09% | 117 | -5,345 | -1.6% | Q1 2026 | Apr 28, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 325,789 | 36,850 | 4.6% | 5.41% | 118 | -24,156 | -6.9% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 322,991 | 36,533 | 1.35% | 1.26% | 119 | +53,269 | 19.75% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 334,987 | 36,416 | 0.02% | 0.02% | 120 | +59,377 | 21.54% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 312,365 | 35,331 | 0.4% | 0.33% | 121 | +75,198 | 31.71% | Q1 2026 | Apr 16, 2026 |
| Blue Edge Capital, LLC | History | No change | 285,618 | 35,205 | 4.71% | 4.71% | 122 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GREENLEAF TRUST | History | Reduced | 308,124 | 34,851 | 0.34% | 0.36% | 123 | -8,688 | -2.74% | Q1 2026 | Apr 27, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 305,347 | 34,537 | 12.4% | 11.64% | 124 | +42,441 | 16.14% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 303,712 | 34,352 | 0.53% | 0.73% | 125 | -83,853 | -21.64% | Q1 2026 | May 08, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 262,431 | 34,238 | 4.7% | 4.69% | 126 | +10,352 | 4.11% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 275,772 | 33,942 | 0.22% | 0.23% | 127 | +156 | 0.06% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Added to | 296,836 | 33,575 | 6.02% | 5.39% | 128 | +15,193 | 5.39% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Added to | 294,526 | 33,365 | 0.88% | 0.99% | 129 | +14,467 | 5.17% | Q1 2026 | May 14, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 294,047 | 33,259 | 5.87% | 6.61% | 130 | -11,201 | -3.67% | Q1 2026 | Apr 17, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 290,090 | 32,812 | 11.31% | 12.3% | 131 | +150 | 0.05% | Q1 2026 | Apr 23, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 288,548 | 32,637 | 0.59% | 0.69% | 132 | -21,348 | -6.89% | Q1 2026 | May 07, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 288,430 | 32,624 | 1.24% | 1.2% | 133 | +21,451 | 8.03% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 261,939 | 32,286 | 0.57% | 0.57% | 134 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 283,277 | 32,041 | 0.27% | 0.29% | 135 | -33,504 | -10.58% | Q1 2026 | May 13, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 283,172 | 32,029 | 8.98% | 10.24% | 136 | -6,720 | -2.32% | Q1 2026 | Apr 16, 2026 |
| EWA, LLC | History | Added to | 281,214 | 31,808 | 7.21% | 7.91% | 137 | +18,495 | 7.04% | Q1 2026 | Apr 23, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 279,982 | 31,668 | 0.34% | 0.64% | 138 | -172,653 | -38.14% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Reduced | 279,672 | 31,633 | 0.75% | 0.82% | 139 | -19,863 | -6.63% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 275,902 | 31,207 | 0.68% | 0.71% | 140 | -32 | -0.01% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 272,542 | 30,827 | 4.23% | 4.41% | 141 | +13,059 | 5.03% | Q1 2026 | May 14, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 271,722 | 30,734 | 3.01% | 3.07% | 142 | -1,807 | -0.66% | Q1 2026 | May 19, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 270,711 | 30,620 | 0.38% | 0.38% | 143 | +20,171 | 8.05% | Q1 2026 | Apr 20, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 266,271 | 30,117 | 2.95% | 3.45% | 144 | -25,089 | -8.61% | Q1 2026 | Apr 30, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 266,207 | 30,116 | 3.76% | 4.13% | 145 | +6,427 | 2.47% | Q1 2026 | May 12, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 265,827 | 30,067 | 1.82% | 2.06% | 146 | -7,252 | -2.66% | Q1 2026 | May 12, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 265,668 | 30,049 | 0.92% | 1.13% | 147 | -14,851 | -5.29% | Q1 2026 | May 05, 2026 |
| EQ LLC | History | Added to | 265,307 | 30,008 | 8.45% | 8.56% | 148 | +24,376 | 10.12% | Q1 2026 | May 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 264,362 | 29,902 | 0.14% | 0.1% | 149 | +3,249 | 1.24% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 263,812 | 29,839 | 0.71% | 0.76% | 150 | +162 | 0.06% | Q1 2026 | Apr 30, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 262,208 | 29,658 | 5.58% | 5.98% | 151 | +6,299 | 2.46% | Q1 2026 | Apr 13, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 261,997 | 29,634 | 0.56% | 0.62% | 152 | -3,977 | -1.5% | Q1 2026 | May 01, 2026 |
| High Falls Advisors, Inc | History | No change | 239,321 | 29,498 | 5.98% | 5.98% | 153 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Security Financial Services, INC. | History | No change | 238,864 | 29,442 | 4.62% | 4.62% | 154 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 258,681 | 29,259 | 0.04% | 0.04% | 155 | +9,248 | 3.71% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 257,450 | 29,120 | 0.47% | 1.06% | 156 | -273,458 | -51.51% | Q1 2026 | Apr 27, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 255,627 | 28,913 | 1.1% | 1.19% | 157 | -5,664 | -2.17% | Q1 2026 | Apr 16, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 234,286 | 28,878 | 2.63% | 2.72% | 158 | +19,178 | 8.92% | Q1 2026 | Apr 09, 2026 |
| Quantinno Capital Management LP | History | Added to | 251,360 | 28,431 | 0.05% | 0.06% | 159 | +21,680 | 9.44% | Q1 2026 | May 15, 2026 |
| KWMG, LLC | History | Added to | 250,792 | 28,367 | 2.37% | 2.59% | 160 | +6,725 | 2.76% | Q1 2026 | Apr 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 249,970 | 28,274 | 0.23% | 0.28% | 161 | +59,109 | 30.97% | Q1 2026 | May 15, 2026 |
| Detalus Advisors, LLC | History | Added to | 248,875 | 28,150 | 6.43% | 7.1% | 162 | +12,542 | 5.31% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 226,958 | 27,974 | 0.55% | 0.55% | 163 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | No change | 247,312 | 27,973 | 3.93% | 5.86% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ADG Wealth Management Group, LLC | History | Added to | 245,561 | 27,775 | 19.19% | 22.45% | 165 | +5,147 | 2.14% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 240,383 | 27,189 | 0.2% | 0.23% | 166 | +3,664 | 1.55% | Q1 2026 | Apr 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 239,108 | 27,045 | 2.93% | 3.27% | 167 | -3,422 | -1.41% | Q1 2026 | May 12, 2026 |
| Western Wealth Management, LLC | History | Added to | 235,361 | 26,621 | 0.97% | 1.23% | 168 | +18,491 | 8.53% | Q1 2026 | May 19, 2026 |
| Stokes Family Office, LLC | History | Reduced | 233,437 | 26,404 | 2.72% | 2.9% | 169 | -23,788 | -9.25% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 230,828 | 26,108 | 0.74% | 0.85% | 170 | +9,190 | 4.15% | Q1 2026 | Apr 09, 2026 |
| Csenge Advisory Group | History | Reduced | 230,137 | 26,030 | 1.19% | 1.31% | 171 | -4,397 | -1.87% | Q1 2026 | Apr 30, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 227,585 | 25,742 | 6.73% | 7.47% | 172 | -2,683 | -1.17% | Q1 2026 | May 01, 2026 |
| hemming& Wealth Management, Inc. | History | Added to | 226,585 | 25,628 | 17.89% | 15.49% | 173 | +43,008 | 23.43% | Q1 2026 | Apr 24, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 226,391 | 25,607 | 0.0% | 0.0% | 174 | -11,288 | -4.75% | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | Added to | 226,392 | 25,607 | 3.19% | 3.26% | 175 | +9,732 | 4.49% | Q1 2026 | Apr 21, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 198,711 | 25,603 | 0.46% | 0.73% | 176 | +73,584 | 58.81% | Q1 2026 | May 01, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 225,632 | 25,521 | 0.41% | 0.59% | 177 | -50,330 | -18.24% | Q1 2026 | Apr 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 225,227 | 25,475 | 0.53% | 0.6% | 178 | -4,038 | -1.76% | Q1 2026 | Apr 27, 2026 |
| PAX Financial Group, LLC | History | Added to | 224,526 | 25,396 | 4.33% | 4.4% | 179 | +17,698 | 8.56% | Q1 2026 | Apr 27, 2026 |
| Saiph Capital, LLC | History | Added to | 222,836 | 25,204 | 9.54% | 9.73% | 180 | +3,189 | 1.45% | Q1 2026 | May 12, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 221,923 | 25,101 | 3.51% | 4.12% | 181 | -29,437 | -11.71% | Q1 2026 | Apr 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 220,703 | 24,963 | 0.05% | 0.05% | 182 | -956 | -0.43% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 217,868 | 24,643 | 2.43% | 2.8% | 183 | -13,932 | -6.01% | Q1 2026 | May 14, 2026 |
| SWMG, LLC | History | Added to | 215,931 | 24,423 | 6.97% | 6.7% | 184 | +16,913 | 8.5% | Q1 2026 | Apr 24, 2026 |
| Per Stirling Capital Management, LLC. | History | Reduced | 212,300 | 24,013 | 2.65% | 2.94% | 185 | -373 | -0.18% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 211,406 | 23,912 | 3.33% | 3.39% | 186 | +13,669 | 6.91% | Q1 2026 | Apr 24, 2026 |
| Spire Wealth Management | History | Added to | 209,739 | 23,723 | 0.81% | 0.85% | 187 | +4,281 | 2.08% | Q1 2026 | Apr 22, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 208,732 | 23,609 | 0.73% | 0.76% | 188 | +5,513 | 2.71% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 207,466 | 23,466 | 0.33% | 0.36% | 189 | -8,881 | -4.1% | Q1 2026 | May 01, 2026 |
| Trek Financial, LLC | History | Added to | 206,609 | 23,369 | 1.24% | 1.32% | 190 | +21,940 | 11.88% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 203,024 | 22,964 | 0.17% | 0.49% | 191 | -284,778 | -58.38% | Q1 2026 | May 15, 2026 |
| Keystone Financial Services | History | Added to | 201,678 | 22,811 | 6.69% | 6.89% | 192 | +16,571 | 8.95% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 198,523 | 22,454 | 0.53% | 0.59% | 193 | +2,545 | 1.3% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 198,289 | 22,428 | 0.18% | 0.19% | 194 | +10,530 | 5.61% | Q1 2026 | May 01, 2026 |
| MCMORGAN & CO LLC | History | Added to | 196,314 | 22,205 | 3.59% | 3.97% | 195 | +2,020 | 1.04% | Q1 2026 | May 05, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 196,133 | 22,184 | 0.91% | 1.01% | 196 | -3,515 | -1.76% | Q1 2026 | Apr 21, 2026 |
| Callan Family Office, LLC | History | Reduced | 194,676 | 22,019 | 0.5% | 0.53% | 197 | -4,003 | -2.01% | Q1 2026 | May 13, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 178,395 | 21,988 | 1.42% | 1.42% | 198 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 190,231 | 21,516 | 15.8% | 17.38% | 199 | +1,321 | 0.7% | Q1 2026 | Apr 02, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 167,625 | 21,509 | 1.48% | 1.55% | 200 | -4,895 | -2.84% | Q1 2026 | Apr 29, 2026 |
| Kelly Financial Services LLC | History | Added to | 190,570 | 21,492 | 5.19% | 5.65% | 201 | +7,700 | 4.21% | Q1 2026 | Apr 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 189,884 | 21,477 | 0.24% | 0.26% | 202 | +901 | 0.48% | Q1 2026 | May 05, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 188,161 | 21,282 | 13.08% | 13.37% | 203 | +3,446 | 1.87% | Q1 2026 | Apr 21, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 187,266 | 21,187 | 5.02% | 5.38% | 204 | -827 | -0.44% | Q1 2026 | May 12, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 187,275 | 21,182 | 0.58% | 0.64% | 205 | +1,189 | 0.64% | Q1 2026 | May 04, 2026 |
| Frontier Asset Management, LLC | History | Added to | 183,804 | 20,790 | 4.36% | 1.79% | 206 | +121,142 | 193.33% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 183,538 | 20,760 | 0.24% | 0.13% | 207 | +93,880 | 104.71% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 183,413 | 20,745 | 1.31% | 1.5% | 208 | +1,549 | 0.85% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 182,278 | 20,617 | 0.02% | 0.02% | 209 | -2,302 | -1.25% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 181,999 | 20,585 | 0.12% | 0.13% | 210 | -7,931 | -4.18% | Q1 2026 | Apr 30, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 180,794 | 20,449 | 7.83% | 8.42% | 211 | +5,142 | 2.93% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 179,696 | 20,325 | 1.56% | 1.94% | 212 | -27,504 | -13.27% | Q1 2026 | Apr 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 178,572 | 20,198 | 0.01% | 0.01% | 213 | +57,809 | 47.87% | Q1 2026 | May 12, 2026 |
| Scissortail Wealth Management, LLC | History | Reduced | 176,208 | 19,930 | 4.01% | 5.41% | 214 | -16,406 | -8.52% | Q1 2026 | Apr 23, 2026 |
| Elevated Financial Group LLC | History | Added to | 175,041 | 19,798 | 6.44% | 6.95% | 215 | +11,997 | 7.36% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 174,730 | 19,763 | 0.77% | 0.79% | 216 | +117,425 | 204.91% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Added to | 173,380 | 19,610 | 8.45% | 8.46% | 217 | +17,933 | 11.54% | Q1 2026 | May 14, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 168,957 | 19,110 | 5.05% | 5.43% | 218 | -2,644 | -1.54% | Q1 2026 | Apr 22, 2026 |
| Regal Investment Advisors LLC | History | Added to | 168,925 | 19,107 | 1.1% | 1.15% | 219 | +13,231 | 8.5% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 168,066 | 19,009 | 0.09% | 0.11% | 220 | +3,874 | 2.36% | Q1 2026 | May 14, 2026 |
| ONE Advisory Partners, LLC | History | Added to | 168,047 | 19,007 | 5.86% | 6.09% | 221 | +4,140 | 2.53% | Q1 2026 | Apr 13, 2026 |
| Savant Capital, LLC | History | Added to | 167,200 | 18,911 | 0.09% | 0.09% | 222 | +38,717 | 30.13% | Q1 2026 | May 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 167,012 | 18,890 | 2.24% | 2.34% | 223 | +5,437 | 3.37% | Q1 2026 | Apr 21, 2026 |
| UMB Bank, n.a. | History | Reduced | 166,649 | 18,849 | 0.26% | 0.29% | 224 | -12,034 | -6.73% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 164,927 | 18,654 | 0.09% | 0.04% | 225 | +109,344 | 196.72% | Q1 2026 | May 11, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 162,293 | 18,357 | 0.3% | 0.4% | 226 | +4,714 | 2.99% | Q1 2026 | Apr 21, 2026 |
| Legacy Financial Group LLC | History | Added to | 161,845 | 18,306 | 2.3% | 2.24% | 227 | +10,581 | 7.0% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 161,821 | 18,303 | 0.0% | 0.0% | 228 | -43,612 | -21.23% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Added to | 159,011 | 17,985 | 1.63% | 1.73% | 229 | +13,320 | 9.14% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | Added to | 158,894 | 17,972 | 0.24% | 0.27% | 230 | +6,767 | 4.45% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 158,675 | 17,947 | 0.08% | 0.09% | 231 | -11,097 | -6.54% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 156,870 | 17,743 | 6.11% | 6.48% | 232 | -775 | -0.49% | Q1 2026 | May 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 156,640 | 17,718 | 2.01% | 2.17% | 233 | +698 | 0.45% | Q1 2026 | Apr 16, 2026 |
| DT Investment Partners, LLC | History | Added to | 156,051 | 17,650 | 1.47% | 1.59% | 234 | +128 | 0.08% | Q1 2026 | May 14, 2026 |
| WealthShield Partners, LLC | History | Added to | 154,912 | 17,522 | 1.95% | 2.0% | 235 | +7,701 | 5.23% | Q1 2026 | May 01, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 154,027 | 17,421 | 0.77% | 0.86% | 236 | -1,903 | -1.22% | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 153,383 | 17,349 | 1.12% | 1.1% | 237 | +16,871 | 12.36% | Q1 2026 | Apr 15, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 153,274 | 17,336 | 2.55% | 3.39% | 238 | +3,397 | 2.27% | Q1 2026 | Apr 27, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 153,137 | 17,321 | 0.77% | 0.85% | 239 | -364 | -0.24% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 151,882 | 17,179 | 0.04% | 0.04% | 240 | +11,232 | 7.99% | Q1 2026 | May 06, 2026 |
| Sovran Advisors, LLC | History | Added to | 132,318 | 17,177 | 1.35% | 1.29% | 241 | +9,526 | 7.76% | Q1 2026 | May 01, 2026 |
| Trust Point Inc. | History | No change | 151,750 | 17,164 | 1.49% | 1.48% | 242 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sterling Financial Planning, Inc. | History | Added to | 148,706 | 16,820 | 4.99% | 5.42% | 243 | +2,844 | 1.95% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Added to | 148,261 | 16,769 | 0.19% | 0.2% | 244 | +3,852 | 2.67% | Q1 2026 | Apr 20, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 147,733 | 16,710 | 6.91% | 7.28% | 245 | +4,365 | 3.04% | Q1 2026 | Apr 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 147,235 | 16,653 | 0.6% | 0.71% | 246 | -17,398 | -10.57% | Q1 2026 | Apr 14, 2026 |
| Scarborough Advisors, LLC | History | New | 146,566 | 16,578 | 1.81% | — | 247 | +146,566 | New | Q1 2026 | May 07, 2026 |
| Ironwood Financial, llc | History | Reduced | 146,091 | 16,524 | 2.89% | 3.15% | 248 | -2,383 | -1.6% | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 145,183 | 16,421 | 0.05% | 0.05% | 249 | -4,055 | -2.72% | Q1 2026 | May 08, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 144,091 | 16,298 | 2.3% | 2.41% | 250 | +2,629 | 1.86% | Q1 2026 | Apr 15, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 143,743 | 16,258 | 1.66% | 1.84% | 251 | -3,326 | -2.26% | Q1 2026 | May 04, 2026 |
| Royal Fund Management, LLC | History | Added to | 143,445 | 16,229 | 1.54% | 1.6% | 252 | +460 | 0.32% | Q1 2026 | May 19, 2026 |
| Lansing Street Advisors | History | Added to | 143,216 | 16,199 | 4.08% | 4.49% | 253 | +524 | 0.37% | Q1 2026 | Apr 28, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 141,683 | 16,025 | 1.55% | 0.32% | 254 | +114,298 | 417.37% | Q1 2026 | May 05, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 141,475 | 16,002 | 0.9% | 0.96% | 255 | +2,773 | 2.0% | Q1 2026 | Apr 20, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 139,918 | 15,826 | 0.42% | 0.49% | 256 | -15,460 | -9.95% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 139,521 | 15,781 | 0.34% | 0.36% | 257 | +3,104 | 2.28% | Q1 2026 | May 01, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Reduced | 137,939 | 15,602 | 12.47% | 13.28% | 258 | -2,428 | -1.73% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 136,302 | 15,417 | 0.0% | 0.0% | 259 | +102,796 | 306.8% | Q1 2026 | May 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 135,861 | 15,367 | 1.76% | 2.22% | 260 | -20,358 | -13.03% | Q1 2026 | May 14, 2026 |
| Argent Trust Co | History | Added to | 133,149 | 15,060 | 0.51% | 0.55% | 261 | +2,926 | 2.25% | Q1 2026 | May 13, 2026 |
| Planned Solutions, Inc. | History | Added to | 131,489 | 14,872 | 4.87% | 5.05% | 262 | +3,701 | 2.9% | Q1 2026 | Apr 09, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 130,496 | 14,760 | 6.94% | 7.21% | 263 | +18 | 0.01% | Q1 2026 | May 07, 2026 |
| Independent Advisor Alliance | History | Added to | 130,003 | 14,704 | 0.16% | 0.02% | 264 | +123,409 | 1871.53% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 128,326 | 14,514 | 0.1% | 0.11% | 265 | -365 | -0.28% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 128,203 | 14,501 | 0.44% | 0.41% | 266 | +15,340 | 13.59% | Q1 2026 | Apr 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 117,222 | 14,448 | 0.0% | 0.0% | 267 | -7,761 | -6.21% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 126,627 | 14,353 | 0.53% | 2.1% | 268 | +20,557 | 19.38% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 126,503 | 14,308 | 1.74% | 1.78% | 269 | +7,004 | 5.86% | Q1 2026 | Apr 23, 2026 |
| FineMark National Bank & Trust | History | No change | 115,463 | 14,231 | 0.44% | 0.44% | 270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 123,717 | 13,993 | 14.58% | 15.37% | 271 | -3,256 | -2.56% | Q1 2026 | Apr 29, 2026 |
| Invst, LLC | History | Reduced | 123,530 | 13,972 | 1.58% | 1.68% | 272 | -1,851 | -1.48% | Q1 2026 | May 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 105,361 | 13,608 | 0.24% | 0.22% | 273 | +5,042 | 5.03% | Q1 2026 | May 15, 2026 |
| Perkins Coie Trust Co | History | Reduced | 120,172 | 13,592 | 2.61% | 2.81% | 274 | -2,384 | -1.95% | Q1 2026 | Apr 15, 2026 |
| Blue Zone Wealth Advisors, LLC | History | Added to | 120,084 | 13,582 | 2.76% | 2.77% | 275 | +2,561 | 2.18% | Q1 2026 | Apr 16, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 119,411 | 13,506 | 0.79% | 0.9% | 276 | +1,164 | 0.98% | Q1 2026 | Apr 23, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Added to | 119,028 | 13,463 | 0.86% | 0.93% | 277 | +3,206 | 2.77% | Q1 2026 | Apr 16, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 118,906 | 13,449 | 0.76% | 0.84% | 278 | +61,614 | 107.54% | Q1 2026 | Apr 22, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 118,508 | 13,404 | 3.48% | 3.63% | 279 | +5,930 | 5.27% | Q1 2026 | Apr 14, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 118,305 | 13,381 | 6.71% | 6.82% | 280 | +6,351 | 5.67% | Q1 2026 | Apr 21, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Reduced | 118,008 | 13,347 | 0.81% | 0.97% | 281 | -9,384 | -7.37% | Q1 2026 | May 14, 2026 |
| W ADVISORS, LLC | History | Reduced | 117,897 | 13,335 | 6.84% | 7.37% | 282 | -930 | -0.78% | Q1 2026 | Apr 29, 2026 |
| Midwest Financial Group LLC | History | Added to | 117,595 | 13,301 | 5.67% | 6.19% | 283 | +3,837 | 3.37% | Q1 2026 | Apr 22, 2026 |
| Composition Wealth, LLC | History | Added to | 117,270 | 13,264 | 0.18% | 0.2% | 284 | +1,684 | 1.46% | Q1 2026 | Apr 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 116,736 | 13,204 | 0.17% | 0.19% | 285 | -3,052 | -2.55% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 115,290 | 13,040 | 0.36% | 0.39% | 286 | -100 | -0.09% | Q1 2026 | Apr 23, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 114,881 | 12,994 | 0.36% | 0.36% | 287 | +10,292 | 9.84% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Added to | 113,698 | 12,860 | 0.27% | 0.26% | 288 | +9,527 | 9.15% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 113,394 | 12,826 | 0.02% | 0.02% | 289 | -10,540 | -8.5% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Reduced | 113,101 | 12,792 | 1.44% | 1.63% | 290 | -1,607 | -1.4% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 112,723 | 12,750 | 0.43% | 0.61% | 291 | -28,928 | -20.42% | Q1 2026 | Apr 07, 2026 |
| FOUNDERS GROVE WEALTH PARTNERS, LLC | History | Reduced | 112,722 | 12,749 | 2.9% | 3.14% | 292 | -486 | -0.43% | Q1 2026 | Apr 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 111,443 | 12,605 | 0.06% | 0.07% | 293 | +10,645 | 10.56% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Added to | 92,783 | 12,599 | 0.34% | 0.4% | 294 | +15,811 | 20.54% | Q1 2026 | May 14, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 111,071 | 12,563 | 4.09% | 4.25% | 295 | -937 | -0.84% | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 110,975 | 12,552 | 0.23% | 0.23% | 296 | +8,128 | 7.9% | Q1 2026 | Apr 10, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 110,300 | 12,476 | 0.29% | 0.16% | 297 | +56,890 | 106.52% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 108,356 | 12,256 | 0.88% | 0.92% | 298 | +93 | 0.09% | Q1 2026 | Apr 10, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 107,309 | 12,137 | 0.1% | 0.11% | 299 | +143 | 0.13% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 106,404 | 12,035 | 0.4% | 0.43% | 300 | -420 | -0.39% | Q1 2026 | May 14, 2026 |