iSHARES TRUST - IWB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 10,453,379 | 3,637,283 | 1.75% | 2.64% | 1 | -1,124,576 | -9.71% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 10,059,810 | 3,586,925 | 0.19% | 0.19% | 2 | +215,618 | 2.19% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 5,155,585 | 1,838,275 | 0.13% | 0.13% | 3 | +240,695 | 4.9% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,343,242 | 1,548,626 | 0.41% | 0.51% | 4 | -224,704 | -4.92% | Q1 2026 | May 04, 2026 |
| M&T BANK CORP | History | Reduced | 2,799,423 | 998,162 | 3.42% | 3.39% | 5 | -31,609 | -1.12% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,658,525 | 947,923 | 0.13% | 0.13% | 6 | -33,241 | -1.23% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 2,536,712 | 904,489 | 0.24% | 0.25% | 7 | +85,699 | 3.5% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,329,545 | 830,622 | 0.48% | 0.47% | 8 | +32,054 | 1.4% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 2,029,785 | 723,741 | 0.04% | 0.05% | 9 | -60,090 | -2.88% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,932,956 | 689,384 | 0.77% | 0.83% | 10 | -22,249 | -1.14% | Q1 2026 | May 14, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 1,641,733 | 585,376 | 12.59% | 13.01% | 11 | +179,128 | 12.25% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 1,641,733 | 585,376 | 10.9% | 11.22% | 12 | +179,128 | 12.25% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Reduced | 1,638,420 | 584,195 | 0.01% | 0.01% | 13 | -578,721 | -26.1% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,579,924 | 563,337 | 0.11% | 0.11% | 14 | -32,781 | -2.03% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,419,562 | 506,158 | 4.09% | 4.28% | 15 | +16,281 | 1.16% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,380,105 | 492,090 | 0.3% | 0.31% | 16 | +57,860 | 4.38% | Q1 2026 | May 07, 2026 |
| BOKF, NA | History | Reduced | 1,287,018 | 458,899 | 7.02% | 7.41% | 17 | -10,131 | -0.78% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,279,821 | 456,330 | 0.8% | 0.83% | 18 | +114,867 | 9.86% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,266,451 | 439,040 | 0.03% | 0.03% | 19 | -76,444 | -5.69% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,168,747 | 416,728 | 0.05% | 0.06% | 20 | -215,876 | -15.59% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,138,383 | 405,901 | 0.06% | 0.06% | 21 | +228,752 | 25.15% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,112,041 | 396,546 | 1.58% | 1.6% | 22 | +2,524 | 0.23% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 892,182 | 318,117 | 0.39% | 0.34% | 23 | +116,249 | 14.98% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 849,980 | 303,068 | 0.55% | 0.41% | 24 | +504,045 | 145.71% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 800,125 | 285,303 | 0.4% | 0.41% | 25 | +55,090 | 7.39% | Q1 2026 | May 15, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 791,000 | 282,038 | 2.17% | 2.17% | 26 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 784,742 | 279,807 | 0.41% | 0.45% | 27 | -7,775 | -0.98% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Management, LLC | History | Reduced | 708,202 | 252,516 | 14.73% | 15.29% | 28 | -2,273 | -0.32% | Q1 2026 | Apr 22, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 646,320 | 230,451 | 12.41% | 12.9% | 29 | -2,713 | -0.42% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 642,293 | 229,016 | 0.16% | 0.18% | 30 | -15,045 | -2.29% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 609,704 | 217,396 | 1.66% | 1.67% | 31 | +16,768 | 2.83% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 592,068 | 211,107 | 0.07% | 0.07% | 32 | -39,321 | -6.23% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 580,691 | 207,051 | 0.24% | 0.24% | 33 | +33,867 | 6.19% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 552,047 | 206,156 | 0.35% | 0.35% | 34 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| COMERICA BANK | History | No change | 535,026 | 199,800 | 0.8% | 0.8% | 35 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ALLSTATE CORP | History | Reduced | 552,584 | 197,029 | 2.11% | 5.5% | 36 | -525,586 | -48.75% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 524,139 | 186,887 | 0.2% | 0.2% | 37 | +43,792 | 9.12% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 521,919 | 186,095 | 0.08% | 0.07% | 38 | +66,790 | 14.67% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 515,288 | 183,730 | 0.85% | 0.55% | 39 | +27,562 | 5.65% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 479,707 | 174,710 | 0.04% | 0.04% | 40 | -13,806 | -2.8% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Added to | 442,559 | 157,798 | 0.41% | 0.31% | 41 | +135,222 | 44.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 429,657 | 153,198 | 0.21% | 0.23% | 42 | -24,422 | -5.38% | Q1 2026 | Apr 27, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | Reduced | 395,325 | 140,956 | 14.61% | 16.51% | 43 | -13,923 | -3.4% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 377,116 | 134,464 | 0.02% | 0.03% | 44 | -158,143 | -29.55% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 377,746 | 133,582 | 0.18% | — | 45 | +377,746 | New | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 361,081 | 128,747 | 0.14% | 0.14% | 46 | +8,550 | 2.43% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 341,619 | 121,807 | 0.05% | 0.04% | 47 | +12,300 | 3.73% | Q1 2026 | May 13, 2026 |
| MPS Loria Financial Planners, LLC | History | Added to | 340,935 | 121,563 | 32.07% | 32.02% | 48 | +7,386 | 2.21% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 333,625 | 117,952 | 0.24% | 0.26% | 49 | -174,969 | -34.4% | Q1 2026 | Apr 08, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 325,497 | 116,059 | 0.06% | 0.07% | 50 | +3,141 | 0.97% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Reduced | 319,023 | 113,750 | 0.85% | 0.99% | 51 | -7,546 | -2.31% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 298,262 | 106,348 | 1.71% | 1.88% | 52 | -504 | -0.17% | Q1 2026 | May 15, 2026 |
| Arbor Investment Advisors, LLC | History | Reduced | 290,982 | 103,752 | 13.51% | 14.31% | 53 | -185 | -0.06% | Q1 2026 | Apr 28, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 272,506 | 97,164 | 0.37% | — | 54 | +272,506 | New | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 272,499 | 97,162 | 0.3% | 0.31% | 55 | -9,377 | -3.33% | Q1 2026 | May 13, 2026 |
| Johns Hopkins University | History | No change | 264,479 | 94,302 | 6.83% | 7.19% | 56 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 263,864 | 94,083 | 0.46% | 0.41% | 57 | +66,626 | 33.78% | Q1 2026 | May 11, 2026 |
| AMG National Trust Bank | History | Added to | 260,127 | 92,750 | 2.01% | 2.11% | 58 | +20,258 | 8.45% | Q1 2026 | May 04, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 249,440 | 88,940 | 7.27% | 7.84% | 59 | +1,607 | 0.65% | Q1 2026 | Apr 13, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 247,303 | 88,178 | 5.08% | 5.27% | 60 | -5,404 | -2.14% | Q1 2026 | Apr 20, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 250,382 | 86,805 | 0.66% | — | 61 | +250,382 | New | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 229,201 | 81,723 | 0.13% | 0.14% | 62 | -3,029 | -1.3% | Q1 2026 | May 14, 2026 |
| Equitable Holdings, Inc. | History | Added to | 150,714 | 76,211 | 0.49% | 0.38% | 63 | +3,109 | 2.11% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 206,661 | 73,716 | 0.11% | 0.1% | 64 | +21,440 | 11.58% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Reduced | 206,406 | 73,596 | 1.02% | 1.1% | 65 | -3,407 | -1.62% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 203,909 | 72,705 | 0.12% | 0.11% | 66 | +2,035 | 1.01% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 200,572 | 71,515 | 0.88% | 0.96% | 67 | +277 | 0.14% | Q1 2026 | May 08, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 205,438 | 71,219 | 0.06% | 0.05% | 68 | +44,880 | 27.95% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 199,371 | 71,087 | 3.98% | 4.26% | 69 | -3,063 | -1.51% | Q1 2026 | Apr 20, 2026 |
| BOK Financial Private Wealth, Inc. | History | Reduced | 195,697 | 69,777 | 4.21% | 4.58% | 70 | -4,489 | -2.24% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 192,546 | 68,654 | 0.06% | 0.09% | 71 | -63,861 | -24.91% | Q1 2026 | May 12, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 189,374 | 67,523 | 2.28% | 2.37% | 72 | -4,434 | -2.29% | Q1 2026 | Apr 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 182,403 | 65,037 | 0.95% | 1.04% | 73 | +2,651 | 1.47% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 180,267 | 64,276 | 0.03% | 0.03% | 74 | -4,730 | -2.56% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 179,474 | 61,336 | 0.09% | 0.06% | 75 | -18,471 | -9.33% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 169,884 | 60,573 | 0.17% | 0.16% | 76 | -4,978 | -2.85% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 168,512 | 60,085 | 0.15% | 0.17% | 77 | -3,103 | -1.81% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 168,327 | 60,018 | 0.03% | 0.03% | 78 | +17,493 | 11.6% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | New | 309 | 58,971 | 0.06% | — | 79 | +309 | New | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 164,874 | 58,787 | 0.01% | 0.01% | 80 | -2,658 | -1.59% | Q1 2026 | May 05, 2026 |
| Enclave Advisors LLC | History | Reduced | 161,579 | 57,612 | 7.9% | 8.58% | 81 | -651 | -0.4% | Q1 2026 | Apr 13, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 161,066 | 57,429 | 2.42% | 2.29% | 82 | -5,002 | -3.01% | Q1 2026 | Apr 28, 2026 |
| Mason & Associates Inc | History | Reduced | 164,995 | 57,198 | 11.08% | 11.71% | 83 | -1,632 | -0.98% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 155,710 | 55,520 | 0.08% | 0.09% | 84 | -30,708 | -16.47% | Q1 2026 | Apr 27, 2026 |
| Hippocratic Financial Advisors, LLC | History | Added to | 153,195 | 54,623 | 23.96% | 24.19% | 85 | +12,698 | 9.04% | Q1 2026 | Apr 21, 2026 |
| Napier Financial, LLC | History | Reduced | 152,330 | 54,314 | 12.46% | 14.23% | 86 | -212 | -0.14% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 149,294 | 53,231 | 0.49% | 0.37% | 87 | +70,352 | 89.12% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 146,636 | 52,284 | 0.29% | 0.27% | 88 | -57,565 | -28.19% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 146,399 | 52,200 | 0.28% | 0.3% | 89 | +31,266 | 27.16% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 141,727 | 50,532 | 0.62% | 0.69% | 90 | -1,747 | -1.22% | Q1 2026 | May 12, 2026 |
| JT Stratford LLC | History | Added to | 140,000 | 49,918 | 6.35% | 6.68% | 91 | +690 | 0.5% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 138,445 | 49,364 | 0.09% | 0.1% | 92 | -13,681 | -8.99% | Q1 2026 | May 14, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 131,275 | 46,807 | 3.72% | 3.25% | 93 | +16,390 | 14.27% | Q1 2026 | Apr 27, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 130,159 | 46,409 | 4.21% | 4.54% | 94 | -4,556 | -3.38% | Q1 2026 | May 04, 2026 |
| Keel Point, LLC | History | No change | 123,791 | 46,228 | 2.79% | 2.79% | 95 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 129,164 | 46,054 | 0.1% | 0.1% | 96 | +13,859 | 12.02% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Added to | 127,789 | 45,564 | 0.14% | 0.01% | 97 | +119,974 | 1535.18% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 124,298 | 44,319 | 0.7% | 0.75% | 98 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DT Investment Partners, LLC | History | Added to | 123,821 | 44,149 | 3.67% | 3.69% | 99 | +4,590 | 3.85% | Q1 2026 | May 14, 2026 |
| Jordan Park Group LLC | History | Reduced | 123,264 | 43,951 | 2.34% | 2.78% | 100 | -5,169 | -4.02% | Q1 2026 | May 11, 2026 |
| Trust Co | History | Added to | 122,783 | 43,779 | 4.1% | 4.28% | 101 | +664 | 0.54% | Q1 2026 | Apr 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 122,120 | 43,543 | 0.04% | 0.04% | 102 | +50,760 | 71.13% | Q1 2026 | May 15, 2026 |
| Brewster Financial Planning LLC | History | Added to | 119,982 | 42,780 | 25.88% | 26.95% | 103 | +2,526 | 2.15% | Q1 2026 | May 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 119,455 | 42,592 | 0.08% | 0.09% | 104 | -15,000 | -11.16% | Q1 2026 | May 08, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 116,843 | 41,662 | 0.91% | 0.91% | 105 | -619 | -0.53% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 116,424 | 41,512 | 4.66% | 4.47% | 106 | +409 | 0.35% | Q1 2026 | Apr 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 112,708 | 40,187 | 1.14% | 1.23% | 107 | -1,620 | -1.42% | Q1 2026 | May 12, 2026 |
| HOGE FINANCIAL SERVICES, LLC | History | Reduced | 112,594 | 40,146 | 21.49% | 23.12% | 108 | -2,300 | -2.0% | Q1 2026 | Apr 20, 2026 |
| American Financial Advisors, LLC | History | Reduced | 108,328 | 38,625 | 5.15% | 5.35% | 109 | -2,651 | -2.39% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 107,418 | 38,300 | 1.78% | 1.83% | 110 | -21 | -0.02% | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 105,492 | 38,131 | 0.78% | 0.83% | 111 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 105,534 | 37,629 | 1.99% | 2.06% | 112 | -3,014 | -2.78% | Q1 2026 | Apr 29, 2026 |
| Busey Bank | History | Reduced | 104,619 | 37,302 | 1.01% | 1.03% | 113 | -94 | -0.09% | Q1 2026 | Apr 28, 2026 |
| Constellation Investments, Inc. | History | No change | 101,441 | 36,169 | 1.2% | 1.17% | 114 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Reduced | 93,093 | 36,114 | 8.6% | 8.95% | 115 | -1,871 | -1.97% | Q1 2026 | Apr 24, 2026 |
| DAIDO LIFE INSURANCE CO | History | No change | 97,981 | 34,936 | 5.15% | 5.15% | 116 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pitcairn Wealth Advisors LLC | History | Added to | 92,276 | 34,460 | 3.17% | 2.97% | 117 | +4,009 | 4.54% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 95,969 | 34,218 | 0.01% | 0.01% | 118 | +7,812 | 8.86% | Q1 2026 | May 13, 2026 |
| St. Louis Trust Co | History | Reduced | 95,825 | 34,167 | 3.99% | 4.13% | 119 | -650 | -0.67% | Q1 2026 | May 14, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 94,537 | 33,707 | 4.14% | 4.37% | 120 | -1,275 | -1.33% | Q1 2026 | Apr 10, 2026 |
| TFO Wealth Partners, LLC | History | Reduced | 90,670 | 32,329 | 4.4% | 5.08% | 121 | -264 | -0.29% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 89,506 | 31,914 | 0.05% | 0.06% | 122 | +7,205 | 8.75% | Q1 2026 | May 15, 2026 |
| Legacy Advisors, LLC | History | Reduced | 89,267 | 31,829 | 3.75% | 3.58% | 123 | -40 | -0.04% | Q1 2026 | May 05, 2026 |
| SACHEM HILL LLC | History | Reduced | 88,231 | 31,459 | 6.09% | 6.56% | 124 | -2,233 | -2.47% | Q1 2026 | May 13, 2026 |
| Parker Investment Management, LLC | History | Reduced | 87,063 | 31,043 | 4.71% | 4.62% | 125 | -270 | -0.31% | Q1 2026 | May 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 87,001 | 31,021 | 0.74% | 0.75% | 126 | +1,330 | 1.55% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | Added to | 86,682 | 30,907 | 0.39% | 0.4% | 127 | +1,466 | 1.72% | Q1 2026 | Apr 28, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 86,531 | 30,853 | 2.7% | 2.85% | 128 | -863 | -0.99% | Q1 2026 | May 12, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 85,266 | 30,402 | 15.29% | 15.57% | 129 | -82 | -0.1% | Q1 2026 | May 06, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 85,158 | 30,363 | 0.85% | 0.83% | 130 | +4 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Karpus Management, Inc. | History | Added to | 85,096 | 30,341 | 0.95% | 0.97% | 131 | +98 | 0.12% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | Reduced | 82,482 | 29,813 | 0.34% | 0.35% | 132 | -2,779 | -3.26% | Q1 2026 | Apr 28, 2026 |
| May Hill Capital, LLC | History | Reduced | 83,571 | 29,797 | 7.48% | 8.54% | 133 | -1,230 | -1.45% | Q1 2026 | May 06, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 82,761 | 29,509 | 0.23% | 0.27% | 134 | -7,557 | -8.37% | Q1 2026 | May 01, 2026 |
| XML Financial, LLC | History | Reduced | 82,562 | 29,438 | 2.38% | 2.55% | 135 | -1,039 | -1.24% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 81,907 | 29,205 | 0.23% | 0.25% | 136 | +2,014 | 2.52% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 81,829 | 29,176 | 0.11% | 0.14% | 137 | -12,067 | -12.85% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 80,895 | 28,843 | 0.08% | 0.08% | 138 | +4,751 | 6.24% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 78,550 | 28,007 | 0.02% | 0.03% | 139 | -4,566 | -5.49% | Q1 2026 | May 12, 2026 |
| Opus Capital Group, LLC | History | Reduced | 78,036 | 27,824 | 2.99% | 3.18% | 140 | -638 | -0.81% | Q1 2026 | Apr 30, 2026 |
| ACT WEALTH MANAGEMENT, LLC | History | Added to | 77,651 | 27,687 | 9.3% | 9.29% | 141 | +1,579 | 2.08% | Q1 2026 | Apr 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 76,990 | 27,451 | 0.21% | 0.22% | 142 | -374 | -0.48% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 76,819 | 27,390 | 0.15% | 0.17% | 143 | -652 | -0.84% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 74,728 | 26,645 | 0.15% | 0.17% | 144 | -4,592 | -5.79% | Q1 2026 | Apr 30, 2026 |
| Allen Investment Management, LLC | History | Reduced | 73,992 | 26,398 | 0.33% | 0.32% | 145 | -3,800 | -4.88% | Q1 2026 | May 07, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 73,877 | 26,341 | 0.02% | 0.02% | 146 | -8,091 | -9.87% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 68,977 | 25,758 | 0.8% | 0.8% | 147 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 68,084 | 25,425 | 0.12% | 0.12% | 148 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 71,246 | 25,391 | 1.72% | 1.92% | 149 | -2,585 | -3.5% | Q1 2026 | Apr 20, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 67,297 | 23,995 | 0.29% | 0.29% | 150 | -688 | -1.01% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 66,767 | 23,806 | 0.13% | 0.13% | 151 | +6,914 | 11.55% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 65,258 | 23,268 | 0.19% | 0.19% | 152 | +22,194 | 51.54% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 64,842 | 23,120 | 0.0% | 0.0% | 153 | +35,742 | 122.82% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 58,955 | 22,749 | 1.46% | 1.58% | 154 | -3,025 | -4.88% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 62,346 | 22,230 | 0.46% | 0.47% | 155 | -1,294 | -2.03% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 61,171 | 21,811 | 0.21% | 0.23% | 156 | -663 | -1.07% | Q1 2026 | May 08, 2026 |
| Savant Capital, LLC | History | Added to | 61,120 | 21,792 | 0.11% | 0.1% | 157 | +13,041 | 27.12% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Added to | 59,206 | 21,110 | 0.29% | 0.28% | 158 | +2,871 | 5.1% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 59,203 | 21,109 | 0.38% | 0.39% | 159 | +241 | 0.41% | Q1 2026 | Apr 10, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 59,035 | 21,049 | 0.63% | 0.67% | 160 | -37 | -0.06% | Q1 2026 | May 13, 2026 |
| DAVIS R M INC | History | Reduced | 58,937 | 21,014 | 0.37% | 0.39% | 161 | -1,755 | -2.89% | Q1 2026 | May 13, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 58,079 | 20,708 | 3.13% | 2.73% | 162 | +10,103 | 21.06% | Q1 2026 | May 01, 2026 |
| GM Advisory Group, LLC | History | Reduced | 57,402 | 20,467 | 0.79% | 0.85% | 163 | -477 | -0.82% | Q1 2026 | Apr 28, 2026 |
| Single Point Partners, LLC | History | Reduced | 56,780 | 20,245 | 4.03% | 4.23% | 164 | -512 | -0.89% | Q1 2026 | Apr 15, 2026 |
| Trust Point Inc. | History | Reduced | 55,275 | 19,708 | 1.71% | 1.67% | 165 | -1,389 | -2.45% | Q1 2026 | Apr 15, 2026 |
| Legal & General Group Plc | History | Added to | 54,670 | 19,500 | 0.0% | 0.0% | 166 | +6,240 | 12.88% | Q1 2026 | May 08, 2026 |
| Paragon Capital Management LLC | History | Reduced | 54,299 | 19,360 | 9.58% | 10.37% | 167 | -515 | -0.94% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 54,265 | 19,348 | 0.7% | 0.75% | 168 | +471 | 0.88% | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 54,743 | 19,305 | 0.04% | 0.04% | 169 | +876 | 1.63% | Q1 2026 | May 01, 2026 |
| Centerpoint Advisors, LLC | History | Reduced | 53,891 | 19,215 | 6.25% | 6.54% | 170 | -3,003 | -5.28% | Q1 2026 | May 07, 2026 |
| Austin Private Wealth, LLC | History | No change | 51,368 | 19,183 | 1.43% | 1.43% | 171 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 51,754 | 18,453 | 14.76% | 16.07% | 172 | -155 | -0.3% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Added to | 50,880 | 18,141 | 0.01% | 0.01% | 173 | +1,851 | 3.78% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 50,724 | 18,086 | 0.38% | 0.32% | 174 | +10,620 | 26.48% | Q1 2026 | Apr 27, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 50,463 | 17,993 | 0.36% | 0.35% | 175 | -740 | -1.45% | Q1 2026 | Apr 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 50,138 | 17,877 | 0.08% | 0.08% | 176 | +2,078 | 4.32% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 50,000 | 17,828 | 0.03% | 0.31% | 177 | -449,000 | -89.98% | Q1 2026 | May 14, 2026 |
| Auxano Advisors, LLC | History | Reduced | 49,756 | 17,740 | 3.54% | 3.85% | 178 | -2,405 | -4.61% | Q1 2026 | May 01, 2026 |
| SCS Capital Management LLC | History | Reduced | 48,996 | 17,470 | 0.19% | 0.19% | 179 | -140 | -0.28% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 47,625 | 17,113 | 0.16% | 0.24% | 180 | -12,969 | -21.4% | Q1 2026 | Apr 07, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 47,428 | 16,911 | 0.33% | 0.33% | 181 | +2,961 | 6.66% | Q1 2026 | Apr 14, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 46,963 | 16,745 | 1.38% | 1.56% | 182 | -644 | -1.35% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 46,531 | 16,591 | 0.0% | 0.0% | 183 | -37,206 | -44.43% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 43,891 | 16,390 | 0.01% | 0.0% | 184 | +16,773 | 61.85% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 45,888 | 16,361 | 0.04% | 0.05% | 185 | -5,192 | -10.16% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 45,847 | 16,347 | 0.99% | 0.61% | 186 | -638,491 | -93.3% | Q1 2026 | May 12, 2026 |
| Rice Partnership, LLC | History | Added to | 45,746 | 16,311 | 2.23% | 2.27% | 187 | +754 | 1.68% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Added to | 45,173 | 16,107 | 0.03% | 0.02% | 188 | +3,110 | 7.39% | Q1 2026 | May 06, 2026 |
| Glassman Wealth Services | History | Reduced | 42,852 | 15,279 | 2.08% | 2.18% | 189 | -403 | -0.93% | Q1 2026 | May 04, 2026 |
| Latigo Investments, LLC | History | No change | 42,556 | 15,173 | 7.56% | 7.82% | 190 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 42,229 | 15,057 | 0.1% | 0.1% | 191 | +1,137 | 2.77% | Q1 2026 | Apr 27, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 41,790 | 14,900 | 1.72% | 1.96% | 192 | -446 | -1.06% | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 37,759 | 14,816 | 0.19% | 0.18% | 193 | +20 | 0.05% | Q1 2026 | May 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 41,533 | 14,809 | 0.37% | 0.4% | 194 | +901 | 2.22% | Q1 2026 | Apr 15, 2026 |
| Clarius Group, LLC | History | No change | 39,400 | 14,713 | 0.84% | 0.84% | 195 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 41,161 | 14,676 | 1.69% | 1.77% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 41,136 | 14,667 | 0.87% | 0.91% | 197 | -1,131 | -2.68% | Q1 2026 | May 11, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 40,625 | 14,485 | 1.04% | 1.09% | 198 | -1,554 | -3.68% | Q1 2026 | Apr 10, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 40,216 | 14,339 | 0.85% | 0.88% | 199 | +48 | 0.12% | Q1 2026 | May 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 39,555 | 14,103 | 0.22% | 0.22% | 200 | -3 | -0.01% | Q1 2026 | May 15, 2026 |
| CHARTIST INC /CA/ | History | Reduced | 39,253 | 13,996 | 10.05% | 10.07% | 201 | -542 | -1.36% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 39,109 | 13,953 | 0.04% | 0.04% | 202 | -4,350 | -10.01% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | New | 38,947 | 13,887 | 0.01% | — | 203 | +38,947 | New | Q1 2026 | Apr 16, 2026 |
| Glenview Trust Co | History | Added to | 38,808 | 13,837 | 0.22% | 0.22% | 204 | +33 | 0.09% | Q1 2026 | May 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 38,634 | 13,775 | 1.15% | 1.5% | 205 | -13,048 | -25.25% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Added to | 37,811 | 13,481 | 0.06% | 0.06% | 206 | +2,096 | 5.87% | Q1 2026 | Apr 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 36,977 | 13,184 | 0.18% | 0.18% | 207 | +362 | 0.99% | Q1 2026 | May 01, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 36,958 | 13,177 | 0.36% | 0.39% | 208 | -12 | -0.03% | Q1 2026 | May 07, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Added to | 36,748 | 13,102 | 10.05% | 10.21% | 209 | +607 | 1.68% | Q1 2026 | Apr 22, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 36,387 | 12,974 | 0.03% | 0.03% | 210 | +798 | 2.24% | Q1 2026 | Apr 22, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 34,516 | 12,306 | 0.47% | 0.55% | 211 | -348 | -1.0% | Q1 2026 | Apr 29, 2026 |
| Curi Capital, LLC | History | Reduced | 34,110 | 12,162 | 0.22% | 0.23% | 212 | -816 | -2.34% | Q1 2026 | May 15, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | No change | 33,477 | 11,936 | 0.65% | 0.66% | 213 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ETF Portfolio Partners, Inc. | History | Reduced | 33,468 | 11,933 | 3.13% | 3.37% | 214 | -1,527 | -4.36% | Q1 2026 | May 13, 2026 |
| Northstar Financial Companies, Inc. | History | Reduced | 33,254 | 11,857 | 9.43% | 10.02% | 215 | -444 | -1.32% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 32,819 | 11,793 | 0.06% | 0.09% | 216 | -15,002 | -31.37% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | No change | 32,858 | 11,715 | 0.14% | 0.14% | 217 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| St. Clair Advisors, LLC | History | Added to | 32,760 | 11,680 | 3.11% | 1.28% | 218 | +19,482 | 146.72% | Q1 2026 | Apr 23, 2026 |
| FIDUCIARY COUNSELLING INC | History | No change | 32,448 | 11,569 | 32.18% | 32.16% | 219 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 28,336 | 11,400 | 0.23% | 0.24% | 220 | +257 | 0.92% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | New | 31,739 | 11,316 | 0.4% | — | 221 | +31,739 | New | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 31,729 | 11,313 | 0.19% | 0.2% | 222 | -50 | -0.16% | Q1 2026 | Apr 21, 2026 |
| Evercore Wealth Management, LLC | History | Added to | 31,495 | 11,229 | 0.18% | 0.08% | 223 | +17,385 | 123.21% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 29,989 | 11,153 | 0.81% | 0.81% | 224 | +750 | 2.57% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 30,467 | 10,863 | 0.05% | 0.06% | 225 | -750 | -2.4% | Q1 2026 | May 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 30,430 | 10,850 | 0.12% | 0.13% | 226 | -826 | -2.64% | Q1 2026 | Apr 28, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 30,429 | 10,849 | 0.7% | 0.73% | 227 | +5 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Independent Advisor Alliance | History | New | 30,377 | 10,831 | 0.12% | — | 228 | +30,377 | New | Q1 2026 | May 12, 2026 |
| Fire Capital Management LLC | History | Reduced | 30,198 | 10,767 | 5.04% | 5.8% | 229 | -933 | -3.0% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 29,429 | 10,492 | 0.2% | 0.21% | 230 | -201 | -0.68% | Q1 2026 | May 12, 2026 |
| Firestone Capital Management | History | Reduced | 28,955 | 10,324 | 2.15% | 2.31% | 231 | -213 | -0.73% | Q1 2026 | May 08, 2026 |
| Hamilton Capital, LLC | History | Reduced | 28,905 | 10,306 | 0.53% | 0.6% | 232 | -2,977 | -9.34% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 28,834 | 10,281 | 0.08% | 0.09% | 233 | -1,995 | -6.47% | Q1 2026 | Apr 15, 2026 |
| Centennial Bank/AR/ | History | Reduced | 28,514 | 10,166 | 3.65% | 4.62% | 234 | -2,576 | -8.29% | Q1 2026 | May 06, 2026 |
| North Star Investment Management Corp. | History | No change | 28,310 | 10,094 | 0.61% | 0.66% | 235 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 28,275 | 10,081 | 0.05% | 0.06% | 236 | -103 | -0.36% | Q1 2026 | May 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 27,600 | 9,841 | 0.07% | 0.07% | 237 | -225 | -0.81% | Q1 2026 | May 15, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 27,389 | 9,765 | 0.74% | 0.8% | 238 | +227 | 0.84% | Q1 2026 | Apr 27, 2026 |
| Brown Financial Advisory | History | Reduced | 27,359 | 9,754 | 4.84% | 5.3% | 239 | -699 | -2.49% | Q1 2026 | Apr 24, 2026 |
| Cannell & Spears LLC | History | Added to | 27,323 | 9,742 | 0.19% | 0.19% | 240 | +123 | 0.45% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 27,196 | 9,697 | 0.74% | 0.76% | 241 | -64 | -0.23% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 26,854 | 9,574 | 0.08% | 0.08% | 242 | -1,219 | -4.34% | Q1 2026 | May 11, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 26,770 | 9,545 | 0.51% | 0.61% | 243 | -2,961 | -9.96% | Q1 2026 | May 06, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 26,760 | 9,541 | 2.03% | 2.21% | 244 | +601 | 2.3% | Q1 2026 | May 08, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 25,732 | 9,539 | 6.43% | 6.51% | 245 | +273 | 1.07% | Q1 2026 | Apr 10, 2026 |
| Sepio Capital, LP | History | Reduced | 26,737 | 9,533 | 0.52% | 0.55% | 246 | -418 | -1.54% | Q1 2026 | May 13, 2026 |
| Utah Retirement Systems | History | Added to | 26,382 | 9,406 | 0.1% | 0.06% | 247 | +9,700 | 58.15% | Q1 2026 | May 15, 2026 |
| FORMULATE FINANCIAL LLC | History | Added to | 25,921 | 9,242 | 11.41% | 11.14% | 248 | +481 | 1.89% | Q1 2026 | Apr 29, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 25,598 | 9,127 | 2.82% | 2.82% | 249 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 25,506 | 9,094 | 0.13% | 0.14% | 250 | +2,512 | 10.92% | Q1 2026 | Apr 10, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | Reduced | 25,347 | 9,037 | 0.94% | 1.01% | 251 | -150 | -0.59% | Q1 2026 | Apr 08, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 25,102 | 8,950 | 0.85% | 0.93% | 252 | -1,185 | -4.51% | Q1 2026 | Apr 23, 2026 |
| Caprock Group, LLC | History | Added to | 24,998 | 8,913 | 0.22% | 0.19% | 253 | +1,233 | 5.19% | Q1 2026 | May 11, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 24,920 | 8,885 | 1.41% | 1.75% | 254 | -415 | -1.64% | Q1 2026 | Apr 17, 2026 |
| CHILTON INVESTMENT CO INC. | History | No change | 24,550 | 8,753 | 0.21% | 0.19% | 255 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Reduced | 24,276 | 8,655 | 4.09% | 4.25% | 256 | -202 | -0.83% | Q1 2026 | Apr 13, 2026 |
| UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | History | No change | 21,509 | 8,590 | 5.41% | 5.91% | 257 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tudor Financial Inc. | History | Reduced | 23,716 | 8,456 | 4.32% | 4.58% | 258 | -244 | -1.02% | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 23,643 | 8,430 | 0.35% | 0.36% | 259 | -2,575 | -9.82% | Q1 2026 | May 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 23,409 | 8,346 | 0.82% | 0.84% | 260 | -71 | -0.3% | Q1 2026 | Apr 30, 2026 |
| Campion Asset Management | History | Reduced | 23,397 | 8,342 | 5.66% | 6.16% | 261 | -360 | -1.52% | Q1 2026 | May 14, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 23,032 | 8,212 | 0.83% | 0.87% | 262 | +4 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Omega Financial Group, LLC | History | Reduced | 22,793 | 8,127 | 2.64% | 3.0% | 263 | -1,600 | -6.56% | Q1 2026 | May 12, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 22,771 | 8,119 | 0.98% | 1.02% | 264 | -1,132 | -4.74% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Reduced | 22,671 | 8,083 | 0.18% | 0.18% | 265 | -86 | -0.38% | Q1 2026 | May 07, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 22,592 | 8,055 | 0.12% | 0.09% | 266 | +8,991 | 66.11% | Q1 2026 | May 12, 2026 |
| Circle Wealth Management, LLC | History | Added to | 22,128 | 7,889 | 0.11% | 0.13% | 267 | +7 | 0.03% | Q1 2026 | May 11, 2026 |
| Klingman & Associates, LLC | History | Added to | 22,034 | 7,856 | 0.38% | 0.39% | 268 | +230 | 1.05% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 22,016 | 7,849 | 0.24% | 0.14% | 269 | +9,021 | 69.42% | Q1 2026 | May 14, 2026 |
| NewSquare Capital LLC | History | Reduced | 21,777 | 7,764 | 0.67% | 0.73% | 270 | -309 | -1.4% | Q1 2026 | May 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 21,668 | 7,726 | 0.08% | 0.18% | 271 | -20,627 | -48.77% | Q1 2026 | Apr 27, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 21,465 | 7,653 | 5.34% | 5.45% | 272 | -493 | -2.25% | Q1 2026 | Apr 21, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 21,231 | 7,570 | 0.12% | 0.14% | 273 | -92 | -0.43% | Q1 2026 | May 04, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 21,093 | 7,525 | 0.05% | 0.05% | 274 | -883 | -4.02% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 21,100 | 7,523 | 0.0% | 0.0% | 275 | -44,595 | -67.88% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 21,027 | 7,497 | 0.13% | 0.14% | 276 | +7,211 | 52.19% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 20,862 | 7,438 | 0.25% | 0.26% | 277 | +3 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 20,534 | 7,321 | 4.01% | 4.12% | 278 | -206 | -0.99% | Q1 2026 | Apr 30, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 20,523 | 7,317 | 0.39% | 0.41% | 279 | -5 | -0.02% | Q1 2026 | Apr 08, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 20,010 | 7,134 | 0.93% | 0.93% | 280 | +15 | 0.08% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 19,996 | 7,130 | 0.01% | 0.01% | 281 | +1,623 | 8.83% | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 19,939 | 7,109 | 0.05% | 0.04% | 282 | +1,507 | 8.18% | Q1 2026 | May 05, 2026 |
| Monument Capital Management | History | Added to | 19,833 | 7,071 | 1.77% | 1.84% | 283 | +4 | 0.02% | Q1 2026 | Apr 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 18,802 | 7,021 | 0.51% | 0.51% | 284 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Apella Capital, LLC | History | Added to | 17,927 | 6,971 | 0.1% | 0.12% | 285 | +1,718 | 10.6% | Q1 2026 | Apr 20, 2026 |
| Avestar Capital, LLC | History | Reduced | 19,539 | 6,966 | 0.45% | 0.48% | 286 | -160 | -0.81% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 18,637 | 6,959 | 0.14% | 0.14% | 287 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 19,276 | 6,873 | 0.07% | 0.07% | 288 | -167 | -0.86% | Q1 2026 | Apr 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 19,267 | 6,869 | 0.03% | 0.02% | 289 | +928 | 5.06% | Q1 2026 | Apr 24, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 19,234 | 6,858 | 1.15% | 1.23% | 290 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 19,207 | 6,848 | 0.48% | 0.35% | 291 | +1,440 | 8.1% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 19,166 | 6,833 | 0.09% | 0.1% | 292 | +138 | 0.73% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 19,070 | 6,799 | 0.05% | 0.02% | 293 | +13,513 | 243.17% | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 18,987 | 6,770 | 0.33% | 8.41% | 294 | -455,154 | -96.0% | Q1 2026 | Apr 17, 2026 |
| Breakwater Capital Group | History | Added to | 18,954 | 6,758 | 0.9% | 0.97% | 295 | +277 | 1.48% | Q1 2026 | Apr 20, 2026 |
| Tidal Investments LLC | History | Added to | 18,883 | 6,732 | 0.01% | 0.02% | 296 | +1,286 | 7.31% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 18,540 | 6,610 | 0.06% | 0.08% | 297 | -9,156 | -33.06% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | Added to | 18,302 | 6,525 | 0.12% | 0.13% | 298 | +50 | 0.27% | Q1 2026 | Apr 16, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 18,174 | 6,480 | 0.13% | 0.12% | 299 | +1,992 | 12.31% | Q1 2026 | May 04, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 17,764 | 6,333 | 0.34% | 0.31% | 300 | +842 | 4.98% | Q1 2026 | Apr 13, 2026 |