iSHARES TRUST - IWC
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.
Details.
Showing first 300 of
306 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1832 Asset Management L.P. | History | Reduced | 446,926 | 71,333 | 0.07% | 0.05% | 1 | -5,830 | -1.29% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | Added to | 323,937 | 52,898 | 0.6% | 0.21% | 2 | +203,428 | 168.81% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 319,009 | 50,917 | 0.01% | 0.01% | 3 | +6,045 | 1.93% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 235,188 | 37,538 | 0.0% | 0.0% | 4 | +22,376 | 10.51% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 172,025 | 27,456 | 0.04% | 0.04% | 5 | -5,649 | -3.18% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 164,721 | 26,898 | 0.55% | 0.24% | 6 | +94,500 | 134.58% | Q1 2026 | Apr 28, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 140,664 | 22,451 | 0.39% | 0.41% | 7 | -5,352 | -3.67% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 123,209 | 19,665 | 0.0% | 0.0% | 8 | +57,205 | 86.67% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 121,477 | 19,389 | 0.0% | 0.0% | 9 | +24,591 | 25.38% | Q1 2026 | May 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 99,610 | 18,035 | 0.4% | 0.4% | 10 | +4,238 | 4.44% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 111,088 | 17,730 | 0.01% | 0.01% | 11 | -3,151 | -2.76% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 108,219 | 17,272 | 0.02% | 0.02% | 12 | +13,520 | 14.28% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 107,020 | 17,081 | 0.0% | 0.0% | 13 | -4,984 | -4.45% | Q1 2026 | May 06, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 84,985 | 13,564 | 0.65% | 0.65% | 14 | -2,250 | -2.58% | Q1 2026 | Apr 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 76,300 | 12,178 | 0.0% | — | 15 | +76,300 | New | Q1 2026 | May 15, 2026 |
| SENTINEL TRUST CO LBA | History | Added to | 68,106 | 10,870 | 1.08% | 0.82% | 16 | +15,150 | 28.61% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 66,869 | 10,672 | 0.0% | 0.0% | 17 | +59,769 | 841.82% | Q1 2026 | May 15, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 66,718 | 10,521 | 3.08% | 3.08% | 18 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 61,381 | 9,797 | 0.0% | 0.0% | 19 | +51,335 | 511.0% | Q1 2026 | May 15, 2026 |
| SACHEM HILL LLC | History | Reduced | 60,448 | 9,648 | 1.87% | 1.87% | 20 | -586 | -0.96% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 56,707 | 9,051 | 0.0% | 0.0% | 21 | -1,704 | -2.92% | Q1 2026 | May 04, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 51,294 | 8,636 | 1.2% | 1.2% | 22 | -1,366 | -2.59% | Q1 2026 | Apr 13, 2026 |
| Creative Planning | History | Added to | 53,092 | 8,474 | 0.01% | 0.01% | 23 | +11 | 0.02% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 49,832 | 7,953 | 0.0% | 0.0% | 24 | -6,158 | -11.0% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 49,419 | 7,888 | 0.06% | — | 25 | +49,419 | New | Q1 2026 | Apr 07, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 48,041 | 7,667 | 0.17% | 0.01% | 26 | +46,021 | 2278.27% | Q1 2026 | May 12, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 47,580 | 7,594 | 0.55% | 0.57% | 27 | -67 | -0.14% | Q1 2026 | May 05, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 47,168 | 7,528 | 0.49% | 0.49% | 28 | -1,593 | -3.27% | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | New | 43,071 | 6,874 | 0.05% | — | 29 | +43,071 | New | Q1 2026 | Apr 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 42,038 | 6,709 | 0.0% | 0.0% | 30 | +10,433 | 33.01% | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 41,820 | 6,674 | 0.17% | 0.18% | 31 | -1,647 | -3.79% | Q1 2026 | May 13, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 38,922 | 6,212 | 1.55% | 1.54% | 32 | -1,760 | -4.33% | Q1 2026 | Apr 28, 2026 |
| NORDEN GROUP LLC | History | Reduced | 38,627 | 6,165 | 0.59% | 0.71% | 33 | -7,305 | -15.9% | Q1 2026 | Apr 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 38,882 | 5,961 | 0.0% | 0.0% | 34 | -242 | -0.62% | Q1 2026 | May 13, 2026 |
| Michelson Medical Research Foundation, Inc. | History | No change | 35,385 | 5,647 | 5.73% | 5.59% | 35 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 32,666 | 5,214 | 0.0% | 0.0% | 36 | +2,487 | 8.24% | Q1 2026 | May 15, 2026 |
| Finley Financial, LLC | History | Reduced | 32,250 | 5,147 | 2.41% | 2.34% | 37 | -200 | -0.62% | Q1 2026 | Apr 22, 2026 |
| Heck Capital Advisors, LLC | History | New | 31,743 | 5,066 | 0.38% | — | 38 | +31,743 | New | Q1 2026 | Apr 16, 2026 |
| FIL Ltd | History | Reduced | 31,271 | 4,991 | 0.0% | 0.01% | 39 | -30,000 | -48.96% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 28,421 | 4,536 | 0.01% | 0.01% | 40 | +7,862 | 38.24% | Q1 2026 | Apr 30, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 26,469 | 4,224 | 0.03% | 0.03% | 41 | +881 | 3.44% | Q1 2026 | May 01, 2026 |
| Piedmont Capital Management, LLC | History | New | 23,888 | 3,909 | 1.99% | — | 42 | +23,888 | New | Q1 2026 | May 15, 2026 |
| TABR Capital Management, LLC | History | Reduced | 24,458 | 3,903 | 3.59% | 12.5% | 43 | -94,357 | -79.42% | Q1 2026 | Apr 27, 2026 |
| WealthShield Partners, LLC | History | Added to | 23,076 | 3,683 | 0.41% | 0.39% | 44 | +442 | 1.95% | Q1 2026 | May 01, 2026 |
| Regal Investment Advisors LLC | History | Added to | 21,664 | 3,457 | 0.2% | 0.2% | 45 | +1 | 0.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 21,573 | 3,443 | 0.0% | — | 46 | +21,573 | New | Q1 2026 | May 12, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 20,998 | 3,351 | 0.69% | 0.71% | 47 | -329 | -1.54% | Q1 2026 | Apr 23, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 20,048 | 3,199 | 0.34% | 0.34% | 48 | -34 | -0.17% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 19,572 | 3,127 | 0.0% | 0.0% | 49 | +268 | 1.39% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | No change | 19,038 | 3,038 | 0.04% | 0.04% | 50 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | Added to | 18,770 | 2,995 | 2.17% | 2.19% | 51 | +62 | 0.33% | Q1 2026 | Apr 09, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 18,218 | 2,907 | 0.01% | 0.01% | 52 | +1,647 | 9.94% | Q1 2026 | May 13, 2026 |
| WEBER CAPITAL MANAGEMENT LLC /ADV | History | No change | 17,983 | 2,870 | 2.87% | 2.68% | 53 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 17,899 | 2,856 | 0.08% | 0.09% | 54 | -150 | -0.83% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,757 | 2,834 | 0.0% | 0.0% | 55 | +4,852 | 37.6% | Q1 2026 | May 05, 2026 |
| Kendall Capital Management | History | Added to | 17,406 | 2,778 | 0.57% | 0.57% | 56 | +211 | 1.23% | Q1 2026 | Apr 24, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,046 | 2,720 | 0.0% | 0.0% | 57 | -112 | -0.65% | Q1 2026 | Apr 27, 2026 |
| Efficient Advisors, LLC | History | Reduced | 16,006 | 2,554 | 0.18% | 0.16% | 58 | -1,469 | -8.41% | Q1 2026 | Apr 29, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | New | 14,930 | 2,383 | 1.0% | — | 59 | +14,930 | New | Q1 2026 | Apr 29, 2026 |
| M1 Capital Management LLC | History | Reduced | 14,556 | 2,323 | 1.07% | 1.01% | 60 | -753 | -4.92% | Q1 2026 | May 08, 2026 |
| Evanson Asset Management, LLC | History | Added to | 14,260 | 2,276 | 0.12% | 0.12% | 61 | +7 | 0.05% | Q1 2026 | Apr 08, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 13,830 | 2,207 | 0.68% | 0.64% | 62 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 12,756 | 2,035 | 0.01% | 0.02% | 63 | -3,295 | -20.53% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 12,669 | 2,022 | 0.18% | 0.2% | 64 | -635 | -4.77% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,704 | 1,989 | 0.0% | 0.0% | 65 | +2,147 | 20.34% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 12,221 | 1,950 | 0.02% | 0.01% | 66 | +5,935 | 94.42% | Q1 2026 | May 11, 2026 |
| EMC Capital Management | History | No change | 11,741 | 1,852 | 0.82% | 0.82% | 67 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Genesis Financial Group, LLC | History | Added to | 11,300 | 1,803 | 1.14% | 0.4% | 68 | +6,925 | 158.29% | Q1 2026 | May 18, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 11,061 | 1,765 | 0.78% | 0.76% | 69 | +601 | 5.75% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 10,934 | 1,745 | 0.07% | 0.07% | 70 | +5 | 0.05% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,917 | 1,721 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CERTUITY, LLC | History | Reduced | 10,026 | 1,600 | 0.1% | 0.1% | 72 | -14 | -0.14% | Q1 2026 | May 11, 2026 |
| Level Financial Advisors | History | Reduced | 9,932 | 1,585 | 0.4% | 0.41% | 73 | -16 | -0.16% | Q1 2026 | Apr 10, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 9,403 | 1,500 | 0.17% | 0.16% | 74 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Robinson Value Management, Ltd. | History | New | 9,265 | 1,478 | 0.82% | — | 75 | +9,265 | New | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 8,965 | 1,431 | 0.0% | 0.0% | 76 | +2,708 | 43.28% | Q1 2026 | May 13, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 8,917 | 1,423 | 0.15% | 0.16% | 77 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 8,268 | 1,319 | 0.0% | 0.0% | 78 | +998 | 13.73% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 8,195 | 1,308 | 0.0% | 0.0% | 79 | +770 | 10.37% | Q1 2026 | May 14, 2026 |
| CONNORS INVESTOR SERVICES INC | History | New | 7,975 | 1,272 | 0.12% | — | 80 | +7,975 | New | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 7,743 | 1,235 | 0.17% | 0.17% | 81 | -177 | -2.23% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,422 | 1,184 | 0.0% | 0.0% | 82 | +1,931 | 35.17% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 6,953 | 1,109 | 0.0% | 0.0% | 83 | +34 | 0.49% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 6,513 | 1,039 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Haven Private, LLC | History | No change | 6,072 | 969 | 0.42% | 0.42% | 85 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,887 | 939 | 0.0% | 0.0% | 86 | -216 | -3.54% | Q1 2026 | Apr 30, 2026 |
| Simplicity Wealth,LLC | History | New | 5,669 | 904 | 0.05% | — | 87 | +5,669 | New | Q1 2026 | Apr 30, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Added to | 5,534 | 883 | 0.29% | 0.29% | 88 | +6 | 0.11% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,436 | 867 | 0.0% | 0.0% | 89 | -286 | -5.0% | Q1 2026 | May 14, 2026 |
| Discipline Wealth Solutions, LLC | History | Reduced | 5,283 | 843 | 0.09% | 0.16% | 90 | -37 | -0.7% | Q1 2026 | Apr 17, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 5,279 | 842 | 0.23% | — | 91 | +5,279 | New | Q1 2026 | Apr 08, 2026 |
| WESCAP Management Group, Inc. | History | No change | 5,234 | 835 | 0.16% | 0.17% | 92 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 5,071 | 809 | 0.11% | 0.08% | 93 | +1,797 | 54.89% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,898 | 796 | 0.0% | 0.0% | 95 | -1,690 | -25.65% | Q1 2026 | Apr 08, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 4,993 | 796 | 0.08% | 0.08% | 94 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ellis Investment Partners, LLC | History | Reduced | 4,973 | 793 | 0.14% | 0.15% | 96 | -388 | -7.24% | Q1 2026 | May 12, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 4,769 | 761 | 0.32% | 0.19% | 97 | +2,162 | 82.93% | Q1 2026 | Apr 17, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 4,764 | 760 | 0.01% | 0.01% | 98 | -20 | -0.42% | Q1 2026 | Apr 17, 2026 |
| Allworth Financial LP | History | No change | 4,677 | 746 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 4,537 | 724 | 0.02% | — | 100 | +4,537 | New | Q1 2026 | May 13, 2026 |
| Acropolis Investment Management, LLC | History | No change | 4,485 | 715 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Mutual Advisors, LLC | History | Added to | 4,414 | 704 | 0.02% | 0.01% | 102 | +930 | 26.69% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 4,357 | 695 | 0.0% | 0.0% | 103 | +163 | 3.89% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 4,272 | 681 | 0.05% | 0.06% | 104 | -62 | -1.43% | Q1 2026 | Apr 22, 2026 |
| Legacy Financial Group LLC | History | Added to | 4,261 | 680 | 0.09% | 0.09% | 105 | +1 | 0.02% | Q1 2026 | May 04, 2026 |
| GTS SECURITIES LLC | History | New | 4,140 | 660 | 0.02% | — | 106 | +4,140 | New | Q1 2026 | May 14, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 4,116 | 656 | 0.17% | 0.18% | 107 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Peoples Bank/KS | History | No change | 4,000 | 638 | 0.64% | 0.63% | 108 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SFI Advisors, LLC | History | Reduced | 3,971 | 633 | 0.66% | 0.8% | 109 | -3,953 | -49.89% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,929 | 627 | 0.0% | 0.0% | 110 | +5 | 0.13% | Q1 2026 | May 15, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 3,815 | 608 | 0.49% | 0.5% | 111 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 3,387 | 576 | 0.03% | 0.03% | 112 | -15 | -0.44% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,516 | 561 | 0.0% | 0.0% | 113 | +3,109 | 763.88% | Q1 2026 | May 08, 2026 |
| Urban Financial Advisory Corp | History | Reduced | 3,448 | 550 | 0.19% | 0.24% | 114 | -440 | -11.32% | Q1 2026 | May 08, 2026 |
| Biltmore Family Office, LLC | History | Reduced | 3,399 | 542 | 0.08% | 0.09% | 115 | -610 | -15.22% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 3,377 | 539 | 0.0% | 0.0% | 116 | -315 | -8.53% | Q1 2026 | Apr 24, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 3,160 | 504 | 0.06% | 0.06% | 117 | -150 | -4.53% | Q1 2026 | Apr 28, 2026 |
| BAILARD, INC. | History | Reduced | 3,121 | 498 | 0.01% | 0.02% | 118 | -1,600 | -33.89% | Q1 2026 | May 11, 2026 |
| Next Capital Management LLC | History | No change | 3,123 | 498 | 0.15% | 0.16% | 119 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 3,075 | 490 | 0.09% | 0.05% | 120 | +1,417 | 85.46% | Q1 2026 | Apr 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,069 | 489 | 0.0% | 0.0% | 121 | -3,251 | -51.44% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,031 | 483 | 0.02% | 0.02% | 122 | -500 | -14.16% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,015 | 481 | 0.0% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 3,003 | 479 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Management, LLC | History | Reduced | 2,995 | 477 | 0.2% | 0.69% | 125 | -5,173 | -63.33% | Q1 2026 | Apr 08, 2026 |
| Tortoise Investment Management, LLC | History | No change | 2,969 | 473 | 0.04% | 0.04% | 126 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| First Western Trust Bank | History | No change | 2,947 | 470 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FAMILY WEALTH PARTNERS, LLC | History | No change | 2,837 | 452 | 0.15% | 0.16% | 128 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 2,772 | 442 | 0.0% | 0.0% | 129 | +1,416 | 104.42% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,773 | 442 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legacy Advisors, LLC | History | No change | 2,667 | 425 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Management, LLC | History | New | 2,600 | 414 | 0.01% | — | 132 | +2,600 | New | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | New | 2,553 | 402 | 0.0% | — | 133 | +2,553 | New | Q1 2026 | May 15, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 2,500 | 399 | 0.18% | 0.18% | 134 | -90 | -3.47% | Q1 2026 | May 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 2,428 | 387 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 2,397 | 382 | 0.08% | 0.08% | 136 | +1 | 0.04% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,347 | 374 | 0.0% | — | 137 | +2,347 | New | Q1 2026 | May 12, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 2,333 | 372 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | New | 2,291 | 365 | 0.0% | — | 140 | +2,291 | New | Q1 2026 | May 13, 2026 |
| KFA Private Wealth Group, LLC | History | No change | 2,287 | 365 | 0.09% | 0.09% | 139 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 2,255 | 359 | 0.01% | 0.01% | 141 | +64 | 2.92% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,205 | 354 | 0.0% | 0.0% | 142 | -49 | -2.17% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 2,203 | 351 | 0.0% | 0.0% | 143 | -326 | -12.89% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | No change | 2,109 | 336 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,091 | 333 | 0.0% | 0.0% | 145 | -290 | -12.18% | Q1 2026 | May 05, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 2,074 | 331 | 0.03% | 0.04% | 146 | -320 | -13.37% | Q1 2026 | Apr 13, 2026 |
| World Investment Advisors | History | Added to | 2,075 | 331 | 0.01% | 0.01% | 147 | +25 | 1.22% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | New | 2,046 | 327 | 0.0% | — | 151 | +2,046 | New | Q1 2026 | Apr 22, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 2,050 | 327 | 0.0% | 0.0% | 149 | -125 | -5.75% | Q1 2026 | May 15, 2026 |
| Factor Wealth Management LTD | History | Added to | 2,051 | 327 | 0.06% | 0.07% | 150 | +94 | 4.8% | Q1 2026 | Apr 20, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 2,050 | 327 | 0.09% | 0.09% | 148 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 2,009 | 320 | 0.07% | 0.08% | 152 | -56 | -2.71% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,000 | 319 | 0.0% | 0.0% | 153 | -49 | -2.39% | Q1 2026 | May 05, 2026 |
| Aspen Grove Capital, LLC | History | No change | 1,959 | 312 | 0.06% | 0.05% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 1,929 | 307 | 0.01% | 0.01% | 155 | +103 | 5.64% | Q1 2026 | Apr 22, 2026 |
| BROWN ADVISORY INC | History | No change | 1,898 | 302 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tilson Financial Group, Inc. | History | Added to | 1,873 | 298 | 0.09% | 0.09% | 157 | +2 | 0.11% | Q1 2026 | Apr 29, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 1,865 | 297 | 0.11% | 0.11% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XML Financial, LLC | History | New | 1,838 | 293 | 0.02% | — | 159 | +1,838 | New | Q1 2026 | Apr 16, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 1,775 | 283 | 0.19% | 0.19% | 160 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,766 | 282 | 0.0% | 0.0% | 161 | +427 | 31.89% | Q1 2026 | May 12, 2026 |
| Wilson & Boucher Capital Management, LLC | History | No change | 1,725 | 275 | 0.18% | 0.18% | 162 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 1,716 | 273 | 0.03% | 0.03% | 163 | -374 | -17.89% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 1,658 | 264 | 0.0% | — | 164 | +1,658 | New | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,644 | 262 | 0.0% | 0.0% | 165 | +1 | 0.06% | Q1 2026 | May 01, 2026 |
| Forum Financial Management, LP | History | No change | 1,645 | 262 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,625 | 259 | 0.0% | 0.0% | 167 | +392 | 31.79% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 1,595 | 254 | 0.01% | 0.01% | 168 | -425 | -21.04% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Added to | 1,557 | 248 | 0.01% | 0.01% | 169 | +151 | 10.74% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,555 | 248 | 0.01% | 0.01% | 170 | -130 | -7.72% | Q1 2026 | Apr 07, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,537 | 245 | 0.0% | — | 171 | +1,537 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,536 | 242 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 1,510 | 241 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 1,513 | 241 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| American Investment Services, Inc. | History | No change | 1,492 | 238 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Portland Global Advisors LLC | History | Reduced | 1,470 | 234 | 0.02% | 0.03% | 176 | -300 | -16.95% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 1,456 | 232 | 0.01% | 0.01% | 177 | -62 | -4.08% | Q1 2026 | Apr 28, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 1,450 | 231 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NVWM, LLC | History | Reduced | 1,389 | 221 | 0.05% | 0.13% | 179 | -2,535 | -64.6% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Added to | 1,382 | 220 | 0.0% | 0.0% | 180 | +2 | 0.14% | Q1 2026 | May 15, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 1,375 | 219 | 0.13% | — | 182 | +1,375 | New | Q1 2026 | May 15, 2026 |
| William Allan Corp | History | Added to | 1,376 | 219 | 0.13% | 0.12% | 181 | +2 | 0.15% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 1,372 | 218 | 0.0% | 0.1% | 184 | -40,737 | -96.74% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 1,368 | 218 | 0.0% | 0.0% | 183 | +41 | 3.09% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | New | 1,332 | 212 | 0.0% | — | 185 | +1,332 | New | Q1 2026 | May 18, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,307 | 208 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,308 | 208 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| One Capital Management, LLC | History | Reduced | 1,299 | 207 | 0.01% | 0.01% | 189 | -30 | -2.26% | Q1 2026 | May 12, 2026 |
| American Money Management, LLC | History | No change | 1,300 | 207 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Asset Managemnet, LLC | History | No change | 1,283 | 204 | 0.23% | 0.22% | 190 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ballentine Capital Advisors, Inc | History | New | 1,262 | 201 | 0.08% | — | 193 | +1,262 | New | Q1 2026 | Apr 17, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 1,258 | 201 | 0.0% | 0.0% | 191 | +1 | 0.08% | Q1 2026 | May 14, 2026 |
| Annandale Capital, LLC | History | No change | 471 | 201 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Berkeley, Inc | History | New | 1,254 | 200 | 0.07% | — | 194 | +1,254 | New | Q1 2026 | Apr 24, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 1,162 | 185 | 0.17% | 0.2% | 195 | -166 | -12.5% | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 951 | 154 | 0.0% | — | 196 | +951 | New | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 891 | 142 | 0.0% | 0.0% | 197 | -63 | -6.6% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 842 | 134 | 0.0% | 0.0% | 198 | -150 | -15.12% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 831 | 132 | 0.0% | 0.0% | 199 | -150 | -15.29% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 825 | 131 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 803 | 128 | 0.0% | 0.0% | 201 | +706 | 727.84% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 754 | 120 | 0.0% | 0.05% | 202 | -12,387 | -94.26% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 730 | 116 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | New | 690 | 110 | 0.0% | — | 204 | +690 | New | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 668 | 107 | 0.08% | 0.1% | 206 | +1 | 0.15% | Q1 2026 | Apr 02, 2026 |
| GODSEY & GIBB, INC | History | No change | 676 | 107 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 659 | 105 | 0.0% | 0.0% | 207 | +1 | 0.15% | Q1 2026 | May 08, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 640 | 102 | 0.01% | — | 208 | +640 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 639 | 101 | 0.0% | — | 209 | +639 | New | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 631 | 100 | 0.0% | 0.0% | 210 | -459 | -42.11% | Q1 2026 | Apr 13, 2026 |
| Copia Wealth Management | History | New | 569 | 90 | 0.06% | — | 211 | +569 | New | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 555 | 88 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 543 | 86 | 0.0% | — | 213 | +543 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 534 | 85 | 0.01% | 0.04% | 214 | -1,267 | -70.35% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 512 | 80 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TopTier Wealth Management, LLC | History | New | 500 | 79 | 0.05% | — | 216 | +500 | New | Q1 2026 | May 05, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 485 | 77 | 0.04% | 0.04% | 217 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 407 | 64 | 0.0% | 0.0% | 219 | -397 | -49.38% | Q1 2026 | May 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 406 | 64 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 398 | 63 | 0.0% | 0.0% | 220 | +31 | 8.45% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 400 | 63 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 392 | 62 | 0.0% | 0.0% | 222 | +362 | 1206.67% | Q1 2026 | May 01, 2026 |
| Asset Dedication, LLC | History | No change | 382 | 60 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 355 | 56 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 304 | 48 | 0.0% | — | 226 | +304 | New | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 305 | 48 | 0.0% | 0.0% | 225 | +5 | 1.67% | Q1 2026 | May 14, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 294 | 46 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 290 | 46 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 284 | 45 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 259 | 41 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIGNATUREFD, LLC | History | Added to | 253 | 40 | 0.0% | 0.0% | 231 | +80 | 46.24% | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | New | 250 | 39 | 0.0% | — | 232 | +250 | New | Q1 2026 | Apr 30, 2026 |
| Synergy Investment Management, LLC | History | New | 233 | 37 | 0.01% | — | 233 | +233 | New | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 200 | 32 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| 1015 Capital Partners, LLC | History | Reduced | 180 | 28 | 0.03% | 0.03% | 235 | -20 | -10.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | New | 170 | 27 | 0.0% | — | 237 | +170 | New | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 170 | 27 | 0.0% | 0.0% | 236 | +130 | 325.0% | Q1 2026 | Apr 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 168 | 26 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 143 | 26 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | New | 150 | 23 | 0.01% | — | 241 | +150 | New | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Added to | 146 | 23 | 0.0% | — | 240 | +145 | 14500.0% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 142 | 22 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 134 | 21 | 0.01% | 0.02% | 244 | -68 | -33.66% | Q1 2026 | May 05, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 136 | 21 | 0.0% | 0.0% | 243 | -25 | -15.53% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 100 | 15 | 0.0% | — | 245 | +100 | New | Q1 2026 | Apr 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 100 | 15 | 0.0% | — | 246 | +100 | New | Q1 2026 | Apr 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 89 | 14 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sound Income Strategies, LLC | History | No change | 86 | 13 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 79 | 12 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Pacific Center for Financial Services | History | No change | 79 | 12 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 81 | 12 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ASSETMARK, INC | History | Added to | 65 | 10 | 0.0% | 0.0% | 252 | +18 | 38.3% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | No change | 57 | 9 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 55 | 8 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 44 | 7 | 0.0% | — | 255 | +44 | New | Q1 2026 | May 19, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 42 | 6 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 35 | 5 | 0.0% | — | 257 | +35 | New | Q1 2026 | Apr 29, 2026 |
| Horizon Investments, LLC | History | New | 34 | 5 | 0.0% | — | 258 | +34 | New | Q1 2026 | May 14, 2026 |
| Mosley Wealth Management | History | New | 27 | 4 | 0.0% | — | 259 | +27 | New | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | No change | 19 | 3 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 20 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 18 | 2 | 0.0% | — | 265 | +18 | New | Q1 2026 | Apr 23, 2026 |
| NBC SECURITIES, INC. | History | No change | 17 | 2 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 17 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Winch Advisory Services, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Aventura Private Wealth, LLC | History | New | 10 | 1 | 0.0% | — | 268 | +10 | New | Q1 2026 | May 05, 2026 |
| EASTERN BANK | History | New | 8 | 1 | 0.0% | — | 266 | +8 | New | Q1 2026 | Apr 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 8 | 1 | 0.0% | — | 267 | +8 | New | Q1 2026 | May 15, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -28,750 | -100.0% | Q1 2026 | May 15, 2026 |
| LVZ, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -10,687 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Optivise Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.82% | — | -9,027 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,401 | -100.0% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,231 | -100.0% | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,926 | -100.0% | Q1 2026 | Apr 24, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,601 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,578 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -4,392 | -100.0% | Q1 2026 | May 05, 2026 |
| Goldstone Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,276 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Keystone Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,256 | -100.0% | Q1 2026 | May 13, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.49% | — | -3,226 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,850 | -100.0% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -2,347 | -100.0% | Q1 2026 | May 12, 2026 |
| Silver Grove Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.3% | — | -2,313 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,036 | -100.0% | Q1 2026 | May 15, 2026 |
| Davies Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.52% | — | -1,789 | -100.0% | Q1 2026 | Apr 14, 2026 |
| NWAM LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,748 | -100.0% | Q1 2026 | May 04, 2026 |
| City Center Advisors, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -1,658 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,559 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,442 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,408 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,388 | -100.0% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,279 | -100.0% | Q1 2026 | May 12, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -944 | -100.0% | Q1 2026 | May 06, 2026 |
| Granite Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -360 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | May 01, 2026 |
| Woodside Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -158 | -100.0% | Q1 2026 | Apr 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -150 | -100.0% | Q1 2026 | Apr 06, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 13, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 11, 2026 |