iSHARES TRUST - IWD
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
2,030 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 46,144,498 | 9,859,694 | 0.72% | 0.8% | 1 | -6,112,118 | -11.7% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 42,227,257 | 9,022,698 | 0.54% | 0.5% | 2 | +2,563,670 | 6.46% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 11,634,553 | 2,485,955 | 0.29% | 0.3% | 3 | +74,349 | 0.64% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 9,290,687 | 1,985,141 | 0.1% | 0.09% | 4 | +678,444 | 7.88% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 8,645,160 | 1,810,469 | 0.12% | 0.12% | 5 | -606,550 | -6.56% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 8,019,224 | 1,713,467 | 3.48% | 3.35% | 6 | -398,730 | -4.74% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 7,179,034 | 1,533,944 | 0.23% | 0.25% | 7 | -32,486 | -0.45% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,888,490 | 1,471,863 | 0.39% | 0.48% | 8 | -857,851 | -11.07% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 6,026,778 | 1,287,741 | 2.01% | 1.92% | 9 | +178,139 | 3.05% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 5,512,527 | 1,177,861 | 0.36% | 0.35% | 10 | +133,321 | 2.48% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,157,221 | 1,101,943 | 0.15% | 0.13% | 11 | +228,571 | 4.64% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,014,746 | 1,071,500 | 0.2% | 0.23% | 12 | -881,023 | -14.94% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 4,284,792 | 915,531 | 0.24% | 0.25% | 13 | -5,710 | -0.13% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 3,736,055 | 798,282 | 0.98% | 0.88% | 14 | +313,555 | 9.16% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 3,545,083 | 757,477 | 2.59% | 2.56% | 15 | -239,962 | -6.34% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,385,962 | 723,478 | 0.42% | 0.41% | 16 | -171,627 | -4.82% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 3,245,825 | 693,546 | 5.31% | 5.19% | 17 | -17,975 | -0.55% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,641,153 | 554,825 | 0.27% | 0.19% | 18 | +1,133,838 | 75.22% | Q1 2026 | May 15, 2026 |
| Jasper Ridge Partners, L.P. | History | Reduced | 2,467,155 | 527,157 | 11.73% | 11.77% | 19 | -57,529 | -2.28% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,364,303 | 505,180 | 0.12% | 0.02% | 20 | +1,953,892 | 476.08% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,217,909 | 473,900 | 0.08% | 0.09% | 21 | -322,747 | -12.7% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,161,770 | 461,905 | 0.62% | 0.66% | 22 | -182,804 | -7.8% | Q1 2026 | Apr 27, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 1,749,104 | 373,731 | 13.33% | 12.95% | 23 | +62,425 | 3.7% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,606,242 | 343,205 | 0.48% | 0.48% | 24 | -119,782 | -6.94% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,538,757 | 328,786 | 0.58% | 0.55% | 25 | +98,256 | 6.82% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,465,808 | 313,200 | 0.29% | 0.36% | 26 | -450,504 | -23.51% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Added to | 1,414,270 | 302,313 | 0.34% | 0.34% | 27 | +1,462 | 0.1% | Q1 2026 | May 14, 2026 |
| Stairway Partners, LLC | History | Added to | 1,331,364 | 284,472 | 14.74% | 14.41% | 28 | +8,307 | 0.63% | Q1 2026 | Apr 02, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,275,624 | 272,563 | 0.38% | 0.18% | 29 | +666,853 | 109.54% | Q1 2026 | May 13, 2026 |
| 71 West Capital Partners | History | Added to | 1,264,328 | 270,148 | 11.88% | 11.04% | 30 | +123,007 | 10.78% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,229,673 | 262,744 | 0.28% | 0.3% | 31 | -65,902 | -5.09% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,192,023 | 254,778 | 0.06% | 0.07% | 32 | -205,881 | -14.73% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,191,768 | 254,644 | 0.47% | 0.19% | 33 | +910,889 | 324.3% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Reduced | 1,098,501 | 234,716 | 0.1% | 0.12% | 34 | -151,735 | -12.14% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,089,645 | 232,824 | 0.25% | 0.25% | 35 | -9,971 | -0.91% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,064,227 | 227,393 | 0.87% | — | 36 | +1,064,227 | New | Q1 2026 | May 12, 2026 |
| Elliott Investment Management L.P. | History | Reduced | 1,000,000 | 213,670 | 1.06% | 2.61% | 37 | -1,800,000 | -64.29% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 974,143 | 204,901 | 0.82% | 0.82% | 38 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Added to | 903,575 | 193,066 | 0.04% | 0.03% | 39 | +45,283 | 5.28% | Q1 2026 | May 05, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 869,615 | 185,809 | 7.25% | 7.32% | 40 | -11,330 | -1.29% | Q1 2026 | Apr 10, 2026 |
| Oakworth Capital, Inc. | History | Added to | 862,297 | 184,246 | 9.76% | 9.59% | 41 | +27,261 | 3.26% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | Added to | 815,582 | 174,265 | 0.25% | 0.14% | 42 | +363,301 | 80.33% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 806,760 | 172,380 | 0.08% | 0.1% | 43 | -246,444 | -23.4% | Q1 2026 | May 12, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 803,474 | 171,678 | 19.72% | 22.61% | 44 | -240,169 | -23.01% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 800,890 | 171,126 | 0.21% | 0.2% | 45 | -23,200 | -2.82% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 780,824 | 166,838 | 0.11% | 0.0% | 46 | +767,726 | 5861.4% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 781,926 | 165,961 | 0.24% | 0.23% | 47 | -41,638 | -5.06% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 747,074 | 159,627 | 2.29% | 2.34% | 48 | +73,719 | 10.95% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 738,840 | 157,867 | 0.26% | 0.18% | 49 | +119,023 | 19.2% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 713,313 | 152,369 | 0.22% | 0.19% | 50 | +102,074 | 16.7% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Reduced | 706,802 | 151,022 | 0.73% | 0.84% | 51 | -18,554 | -2.56% | Q1 2026 | May 11, 2026 |
| Circle Wealth Management, LLC | History | Added to | 672,670 | 143,729 | 2.05% | 2.18% | 52 | +37 | 0.01% | Q1 2026 | May 11, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 658,371 | 140,674 | 1.23% | 0.82% | 53 | +262,534 | 66.32% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 640,223 | 136,796 | 0.0% | 0.0% | 54 | +270,786 | 73.3% | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 645,769 | 135,239 | 1.03% | — | 55 | +645,769 | New | Q1 2026 | May 12, 2026 |
| 1ST SOURCE BANK | History | Added to | 621,889 | 132,879 | 6.86% | 6.73% | 56 | +11,697 | 1.92% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 582,984 | 124,586 | 1.56% | 1.63% | 57 | -38,177 | -6.15% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Reduced | 536,891 | 114,717 | 0.08% | 0.08% | 58 | -2,573 | -0.48% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 497,878 | 107,302 | 0.22% | 0.19% | 59 | -154,149 | -23.64% | Q1 2026 | Apr 08, 2026 |
| Mariner, LLC | History | Reduced | 478,153 | 102,163 | 0.12% | 0.13% | 60 | -53,343 | -10.04% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 469,622 | 100,344 | 0.4% | 0.4% | 61 | -19,016 | -3.89% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 460,764 | 98,451 | 0.06% | 0.06% | 62 | +11,281 | 2.51% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 435,644 | 93,078 | 0.16% | 0.17% | 63 | +21,332 | 5.15% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 435,078 | 92,962 | 1.06% | 0.93% | 64 | +32,020 | 7.94% | Q1 2026 | May 05, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 431,178 | 92,129 | 5.87% | 6.05% | 65 | +425 | 0.1% | Q1 2026 | Apr 08, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 425,570 | 90,931 | 0.16% | 0.14% | 66 | -8,310 | -1.92% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 417,951 | 89,303 | 1.9% | 1.87% | 67 | -4,627 | -1.09% | Q1 2026 | May 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 343,631 | 86,983 | 0.56% | 0.52% | 68 | -18,807 | -5.19% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 402,812 | 86,068 | 1.06% | 1.08% | 69 | +4,391 | 1.1% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 401,072 | 85,697 | 0.24% | 0.23% | 70 | -54,212 | -11.91% | Q1 2026 | May 04, 2026 |
| EQUITY INVESTMENT CORP | History | Reduced | 400,595 | 85,595 | 1.68% | 2.17% | 71 | -111,539 | -21.78% | Q1 2026 | May 04, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 395,176 | 84,437 | 16.51% | 16.33% | 72 | -7,376 | -1.83% | Q1 2026 | Apr 30, 2026 |
| Marquette Asset Management, LLC | History | Added to | 393,580 | 84,096 | 12.57% | 11.92% | 73 | +9,809 | 2.56% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 380,721 | 81,348 | 0.41% | 0.36% | 74 | +70,782 | 22.84% | Q1 2026 | May 08, 2026 |
| LANDAAS & CO /WI /ADV | History | Added to | 373,523 | 79,810 | 17.51% | 16.9% | 75 | +8,326 | 2.28% | Q1 2026 | Apr 30, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 363,520 | 77,673 | 0.93% | 0.89% | 76 | -1,259 | -0.35% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Reduced | 361,067 | 77,149 | 0.44% | 0.44% | 77 | -1,033 | -0.29% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Added to | 359,068 | 76,721 | 4.13% | 3.26% | 78 | +1,563 | 0.44% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 354,938 | 75,839 | 0.57% | 0.52% | 79 | +25,528 | 7.75% | Q1 2026 | May 12, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 340,930 | 72,846 | 7.15% | 7.32% | 80 | -21,393 | -5.9% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 338,727 | 72,375 | 0.38% | 0.61% | 81 | -74,368 | -18.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 336,524 | 71,905 | 0.14% | 0.13% | 82 | -2,119 | -0.63% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 333,796 | 71,322 | 0.33% | 0.33% | 83 | -2,546 | -0.76% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 331,246 | 70,777 | 0.06% | 0.0% | 84 | +321,241 | 3210.8% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 324,494 | 69,334 | 0.3% | 0.26% | 85 | +26,521 | 8.9% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 315,598 | 67,433 | 0.27% | 0.28% | 86 | -4,886 | -1.52% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 309,810 | 66,197 | 0.2% | 0.11% | 87 | +127,471 | 69.91% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 303,087 | 64,760 | 0.32% | 0.34% | 88 | -5,265 | -1.71% | Q1 2026 | May 14, 2026 |
| Covenant Partners, LLC | History | No change | 307,868 | 64,757 | 18.93% | 18.93% | 89 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 285,437 | 61,030 | 0.18% | 0.08% | 90 | +137,324 | 92.72% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 282,693 | 60,402 | 0.02% | 0.02% | 91 | +30,158 | 11.94% | Q1 2026 | May 13, 2026 |
| SMI Advisory Services, LLC | History | Added to | 269,894 | 58,461 | 9.63% | 9.56% | 92 | +15,150 | 5.95% | Q1 2026 | Apr 07, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 273,546 | 58,448 | 13.7% | 13.14% | 93 | +3,062 | 1.13% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 272,858 | 58,302 | 0.14% | 0.16% | 94 | -53,177 | -16.31% | Q1 2026 | Apr 22, 2026 |
| Waverly Advisors, LLC | History | Reduced | 272,542 | 58,234 | 0.43% | 0.48% | 95 | -8,205 | -2.92% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 270,091 | 57,710 | 0.02% | 0.01% | 96 | +79,298 | 41.56% | Q1 2026 | May 14, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 266,206 | 56,880 | 5.06% | 5.07% | 97 | +3,783 | 1.44% | Q1 2026 | May 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 259,648 | 55,478 | 0.16% | 0.14% | 98 | +10,913 | 4.39% | Q1 2026 | May 08, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 257,253 | 54,967 | 0.74% | 0.71% | 99 | -10,373 | -3.88% | Q1 2026 | May 04, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 251,502 | 53,738 | 1.07% | 1.1% | 100 | -32,778 | -11.53% | Q1 2026 | Apr 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 242,573 | 51,022 | 0.34% | 0.34% | 101 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 236,311 | 50,492 | 0.33% | 0.32% | 102 | +1,595 | 0.68% | Q1 2026 | Apr 27, 2026 |
| Wind River Trust Co | History | Reduced | 231,399 | 49,443 | 18.65% | 18.36% | 103 | -2,306 | -0.99% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 230,984 | 49,354 | 0.07% | 0.07% | 104 | +22,377 | 10.73% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 224,645 | 47,999 | 0.99% | 0.93% | 105 | +2,765 | 1.25% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 224,286 | 47,923 | 0.02% | 0.03% | 106 | -58,063 | -20.56% | Q1 2026 | May 15, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 221,763 | 47,384 | 4.98% | 5.24% | 107 | -5,877 | -2.58% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 219,860 | 46,977 | 0.58% | 0.49% | 108 | +30,237 | 15.95% | Q1 2026 | Apr 20, 2026 |
| Americana Partners, LLC | History | Added to | 214,068 | 45,740 | 1.19% | 1.2% | 109 | +6,690 | 3.23% | Q1 2026 | May 12, 2026 |
| Comprehensive Financial Management LLC | History | No change | 210,233 | 44,920 | 1.49% | 1.33% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 207,297 | 44,292 | 0.72% | 0.72% | 111 | +39,587 | 23.6% | Q1 2026 | Apr 21, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 206,484 | 44,119 | 4.44% | 4.42% | 112 | -1,375 | -0.66% | Q1 2026 | Apr 30, 2026 |
| Boston Partners | History | Reduced | 202,352 | 43,291 | 0.05% | 0.06% | 113 | -71,578 | -26.13% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 204,345 | 42,981 | 0.01% | 0.03% | 114 | -211,609 | -50.87% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 194,298 | 41,515 | 0.02% | 0.02% | 115 | +39,460 | 25.48% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 195,334 | 41,086 | 0.07% | 0.07% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 190,065 | 40,611 | 0.05% | — | 117 | +190,065 | New | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 189,584 | 40,508 | 0.44% | 0.43% | 118 | +10,526 | 5.88% | Q1 2026 | Apr 20, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 178,071 | 40,448 | 2.79% | 2.85% | 119 | -7,287 | -3.93% | Q1 2026 | Apr 29, 2026 |
| Prospera Financial Services Inc | History | Reduced | 180,495 | 38,569 | 0.62% | 0.64% | 120 | -4,370 | -2.36% | Q1 2026 | Apr 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 179,305 | 38,312 | 0.14% | 0.16% | 121 | -1,241 | -0.69% | Q1 2026 | Apr 30, 2026 |
| Saudi Central Bank | History | No change | 178,016 | 38,036 | 0.8% | 1.4% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 176,389 | 37,689 | 0.24% | 0.24% | 123 | -2,382 | -1.33% | Q1 2026 | May 05, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 170,581 | 36,448 | 0.87% | 0.57% | 124 | +54,941 | 47.51% | Q1 2026 | Apr 30, 2026 |
| Nuveen, LLC | History | Reduced | 170,307 | 36,389 | 0.01% | 0.01% | 125 | -69,393 | -28.95% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Added to | 166,056 | 35,481 | 0.32% | 0.39% | 126 | +17,426 | 11.72% | Q1 2026 | May 06, 2026 |
| Corundum Group, Inc. | History | Added to | 165,730 | 35,411 | 11.84% | 11.51% | 127 | +2,678 | 1.64% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 160,626 | 34,321 | 0.16% | 0.1% | 128 | -41 | -0.03% | Q1 2026 | May 14, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 157,888 | 33,735 | 8.03% | 7.91% | 129 | -4,787 | -2.94% | Q1 2026 | Apr 29, 2026 |
| Midwest Trust Co | History | Added to | 157,106 | 33,568 | 0.42% | 0.39% | 130 | +10,290 | 7.01% | Q1 2026 | May 01, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 155,924 | 33,316 | 0.24% | 0.24% | 131 | +17,062 | 12.29% | Q1 2026 | May 15, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 155,015 | 33,122 | 5.21% | 5.07% | 132 | +3,037 | 2.0% | Q1 2026 | Apr 21, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 153,566 | 32,909 | 9.13% | 8.51% | 133 | +5,665 | 3.83% | Q1 2026 | Apr 27, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 156,964 | 32,871 | 19.27% | 18.57% | 134 | -3,588 | -2.23% | Q1 2026 | Apr 01, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 151,812 | 32,437 | 0.02% | 0.02% | 135 | +9,939 | 7.01% | Q1 2026 | Apr 30, 2026 |
| Ellenbecker Investment Group | History | Added to | 146,737 | 31,353 | 4.22% | 3.95% | 136 | +12,375 | 9.21% | Q1 2026 | Apr 23, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 146,708 | 31,347 | 0.23% | 0.24% | 137 | -21,294 | -12.67% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 146,216 | 31,242 | 0.17% | 0.16% | 138 | +3,058 | 2.14% | Q1 2026 | May 05, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 143,945 | 30,756 | 5.89% | 5.71% | 139 | +2,021 | 1.42% | Q1 2026 | May 01, 2026 |
| Objectivity Squared, LLC | History | Reduced | 143,620 | 30,687 | 19.35% | 17.55% | 140 | -5,573 | -3.74% | Q1 2026 | May 13, 2026 |
| GFS Advisors, LLC | History | Added to | 47,041 | 30,592 | 3.9% | 0.32% | 141 | +34,249 | 267.74% | Q1 2026 | Apr 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 143,119 | 30,580 | 0.11% | 0.11% | 142 | -4,168 | -2.83% | Q1 2026 | Apr 24, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 140,276 | 29,972 | 1.39% | 1.67% | 143 | -36,915 | -20.83% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 139,800 | 29,871 | 0.0% | 0.0% | 144 | -46,528 | -24.97% | Q1 2026 | May 15, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 139,146 | 29,731 | 1.36% | 1.27% | 145 | +570 | 0.41% | Q1 2026 | May 06, 2026 |
| Savant Capital, LLC | History | Reduced | 138,562 | 29,606 | 0.14% | 0.17% | 146 | -72 | -0.05% | Q1 2026 | May 04, 2026 |
| RMR Wealth Builders | History | Reduced | 137,184 | 29,312 | 2.31% | 2.33% | 147 | -1,264 | -0.91% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 132,409 | 28,291 | 0.05% | 0.04% | 148 | +36,824 | 38.52% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 130,652 | 27,916 | 0.61% | 0.62% | 149 | +4,391 | 3.48% | Q1 2026 | May 04, 2026 |
| Claro Advisors Inc. | History | Reduced | 127,488 | 27,240 | 3.28% | 3.72% | 150 | -2,514 | -1.93% | Q1 2026 | Apr 21, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 126,075 | 26,939 | 3.06% | 2.99% | 151 | -167 | -0.13% | Q1 2026 | Apr 16, 2026 |
| LWM ADVISORS INC | History | Added to | 125,294 | 26,771 | 23.22% | 21.73% | 152 | +7,814 | 6.65% | Q1 2026 | Apr 10, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 124,484 | 26,598 | 3.3% | 3.37% | 153 | -3,698 | -2.88% | Q1 2026 | May 04, 2026 |
| FIRST HORIZON CORP | History | Added to | 124,347 | 26,569 | 1.11% | 1.17% | 154 | +202 | 0.16% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 123,764 | 26,445 | 0.07% | 0.08% | 155 | -23,267 | -15.82% | Q1 2026 | Apr 30, 2026 |
| TruWealth Advisors, LLC | History | Added to | 122,607 | 26,197 | 1.26% | 1.24% | 156 | +1,691 | 1.4% | Q1 2026 | Apr 09, 2026 |
| Sylvest Advisors, LLC | History | Added to | 122,226 | 26,116 | 13.89% | 13.18% | 157 | +4,776 | 4.07% | Q1 2026 | Apr 22, 2026 |
| River Road Asset Management, LLC | History | New | 121,158 | 25,887 | 0.29% | — | 158 | +121,158 | New | Q1 2026 | Apr 30, 2026 |
| CX Institutional | History | Reduced | 120,940 | 25,841 | 0.79% | 1.48% | 159 | -115,307 | -48.81% | Q1 2026 | Apr 06, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 120,044 | 25,649 | 2.47% | 2.71% | 160 | -18,283 | -13.22% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 115,303 | 24,636 | 0.08% | 0.06% | 161 | +34,502 | 42.7% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 115,022 | 24,576 | 0.06% | 0.06% | 162 | +1,939 | 1.71% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 113,166 | 24,180 | 0.02% | 0.02% | 163 | -713 | -0.63% | Q1 2026 | May 14, 2026 |
| Ryan Investment Management, Inc. | History | Added to | 112,865 | 24,115 | 13.56% | 12.81% | 164 | +2,857 | 2.6% | Q1 2026 | Apr 27, 2026 |
| PFW Advisors LLC | History | Reduced | 111,015 | 23,720 | 7.46% | 7.24% | 165 | -2,934 | -2.57% | Q1 2026 | Apr 10, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 110,516 | 23,614 | 0.95% | 0.97% | 166 | -5,054 | -4.37% | Q1 2026 | Apr 28, 2026 |
| FULTON BANK, N.A. | History | Added to | 109,077 | 23,306 | 0.82% | 0.77% | 167 | +2,542 | 2.39% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 108,100 | 23,097 | 0.0% | 0.01% | 168 | -242,636 | -69.18% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 107,000 | 22,862 | 0.76% | 0.75% | 169 | -2,139 | -1.96% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 105,576 | 22,558 | 1.73% | 1.63% | 170 | +1,751 | 1.69% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 105,490 | 22,540 | 0.37% | 0.43% | 171 | +973 | 0.93% | Q1 2026 | May 18, 2026 |
| AWM CAPITAL, LLC | History | Added to | 105,091 | 22,454 | 2.03% | 2.0% | 172 | +202 | 0.19% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 103,527 | 22,120 | 0.12% | 0.11% | 173 | -43,774 | -29.72% | Q1 2026 | Apr 29, 2026 |
| Arax Advisory Partners | History | Reduced | 103,128 | 22,035 | 0.62% | 0.63% | 174 | -350 | -0.34% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 100,679 | 21,526 | 0.13% | 0.13% | 175 | +1,482 | 1.49% | Q1 2026 | May 15, 2026 |
| BTC Capital Management, Inc. | History | Reduced | 98,528 | 21,052 | 1.42% | 1.67% | 176 | -15,421 | -13.53% | Q1 2026 | Apr 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 97,670 | 20,869 | 0.02% | 0.01% | 177 | +61,103 | 167.1% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Reduced | 95,529 | 20,555 | 0.1% | 0.16% | 178 | -49,113 | -33.95% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 95,879 | 20,486 | 0.16% | 0.17% | 179 | +131 | 0.14% | Q1 2026 | Apr 07, 2026 |
| Westshore Wealth, LLC | History | No change | 96,811 | 20,363 | 6.74% | 6.74% | 180 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 94,820 | 20,260 | 0.23% | 0.59% | 181 | -133,098 | -58.4% | Q1 2026 | Apr 23, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 94,592 | 20,211 | 4.3% | 4.35% | 182 | +2,971 | 3.24% | Q1 2026 | May 08, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 93,796 | 20,041 | 0.62% | 0.61% | 183 | +6,440 | 7.37% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 93,700 | 20,020 | 0.03% | 0.0% | 184 | +90,600 | 2922.58% | Q1 2026 | May 14, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 93,480 | 19,973 | 3.2% | 3.2% | 185 | -2,655 | -2.76% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 92,753 | 19,818 | 0.1% | 0.32% | 186 | -182,438 | -66.3% | Q1 2026 | May 13, 2026 |
| SlateStone Wealth, LLC | History | Added to | 92,438 | 19,751 | 1.63% | 1.58% | 187 | +2,545 | 2.83% | Q1 2026 | May 14, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Added to | 91,981 | 19,659 | 5.56% | 5.33% | 188 | +4,510 | 5.16% | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 90,809 | 19,403 | 0.4% | 0.7% | 189 | -65,067 | -41.74% | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 90,636 | 19,366 | 0.46% | 0.47% | 190 | -1,042 | -1.14% | Q1 2026 | May 11, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 91,112 | 19,164 | 3.76% | 3.76% | 191 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Keel Point, LLC | History | No change | 90,660 | 19,069 | 1.15% | 1.15% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 88,107 | 18,825 | 0.21% | 0.1% | 193 | +47,530 | 117.14% | Q1 2026 | Apr 28, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 88,004 | 18,803 | 0.77% | 0.77% | 194 | -677 | -0.76% | Q1 2026 | Apr 21, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 87,581 | 18,713 | 0.15% | 0.5% | 195 | -216,505 | -71.2% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 85,397 | 18,246 | 0.29% | 0.3% | 196 | +2,825 | 3.42% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Added to | 84,966 | 18,154 | 0.02% | 0.01% | 197 | +49,932 | 142.52% | Q1 2026 | May 13, 2026 |
| VestGen Advisors, LLC | History | Reduced | 77,306 | 18,105 | 0.48% | 0.7% | 198 | -713 | -0.91% | Q1 2026 | May 14, 2026 |
| Independent Family Office, LLC | History | Reduced | 84,665 | 18,090 | 7.44% | 7.63% | 199 | -2,246 | -2.58% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 84,490 | 18,053 | 0.23% | 0.2% | 200 | +21,282 | 33.67% | Q1 2026 | May 15, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 83,955 | 17,938 | 0.42% | 0.19% | 201 | +42,513 | 102.58% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 83,800 | 17,905 | 0.09% | 0.04% | 202 | +40,500 | 93.53% | Q1 2026 | May 14, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 82,775 | 17,686 | 3.65% | 3.74% | 203 | -1,548 | -1.84% | Q1 2026 | Apr 23, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 80,501 | 17,200 | 2.11% | 2.1% | 204 | -1,437 | -1.75% | Q1 2026 | Apr 10, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 79,289 | 16,941 | 14.88% | 13.75% | 205 | +2,745 | 3.59% | Q1 2026 | Apr 08, 2026 |
| Napier Financial, LLC | History | Added to | 79,161 | 16,914 | 3.88% | 4.09% | 206 | +1,369 | 1.76% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 78,004 | 16,667 | 0.13% | 0.14% | 207 | -2,939 | -3.63% | Q1 2026 | May 01, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 77,240 | 16,503 | 0.77% | 0.74% | 208 | +396 | 0.52% | Q1 2026 | Apr 29, 2026 |
| Apella Capital, LLC | History | Added to | 72,397 | 16,444 | 0.24% | 0.3% | 209 | +539 | 0.75% | Q1 2026 | Apr 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 76,589 | 16,364 | 1.72% | 0.54% | 210 | +57,055 | 292.08% | Q1 2026 | Apr 23, 2026 |
| Hirtle & Co., LLC | History | Reduced | 74,816 | 15,985 | 0.55% | 0.58% | 211 | -6,001 | -7.43% | Q1 2026 | May 13, 2026 |
| TCW GROUP INC | History | Reduced | 74,479 | 15,913 | 0.12% | 0.15% | 212 | -21,854 | -22.69% | Q1 2026 | May 14, 2026 |
| PW Nova Financial Services LLC | History | Added to | 74,372 | 15,891 | 3.99% | 5.85% | 213 | +1,588 | 2.18% | Q1 2026 | Apr 15, 2026 |
| Ballast, Inc. | History | Added to | 74,187 | 15,851 | 3.67% | 3.49% | 214 | +3,209 | 4.52% | Q1 2026 | May 15, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 74,115 | 15,836 | 0.92% | 0.97% | 215 | -854 | -1.14% | Q1 2026 | Apr 23, 2026 |
| Ascent Group, LLC | History | Reduced | 73,831 | 15,775 | 0.55% | 0.54% | 216 | -1,722 | -2.28% | Q1 2026 | May 15, 2026 |
| WEST BANCORPORATION INC | History | Added to | 73,131 | 15,625 | 7.8% | 7.37% | 217 | +6,274 | 9.38% | Q1 2026 | Apr 23, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 72,792 | 15,553 | 0.75% | 0.4% | 218 | +33,161 | 83.67% | Q1 2026 | May 04, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 72,440 | 15,478 | 9.4% | 10.42% | 219 | +129 | 0.18% | Q1 2026 | May 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 72,205 | 15,428 | 0.32% | 0.31% | 220 | +1,617 | 2.29% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 71,394 | 15,254 | 0.02% | 0.02% | 221 | +20,275 | 39.66% | Q1 2026 | May 06, 2026 |
| Newport Capital Group, LLC | History | Reduced | 71,067 | 15,184 | 9.25% | 9.15% | 222 | -129 | -0.18% | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | Reduced | 69,384 | 14,825 | 0.34% | 1.03% | 223 | -157,939 | -69.48% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 69,270 | 14,800 | 0.13% | 0.15% | 224 | -28,033 | -28.81% | Q1 2026 | May 13, 2026 |
| Berman McAleer LLC | History | Reduced | 68,311 | 14,595 | 1.99% | 2.01% | 225 | -1,520 | -2.18% | Q1 2026 | Apr 17, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 66,659 | 14,243 | 5.25% | 5.04% | 226 | +345 | 0.52% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 66,500 | 14,209 | 0.0% | 0.0% | 227 | -84,300 | -55.9% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 65,000 | 13,888 | 0.0% | 0.0% | 228 | +35,474 | 120.14% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 64,927 | 13,873 | 0.09% | 0.06% | 229 | +10,790 | 19.93% | Q1 2026 | May 07, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 60,475 | 13,745 | 5.45% | 4.98% | 230 | +3,590 | 6.31% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 63,481 | 13,644 | 0.13% | 0.08% | 231 | +27,934 | 78.58% | Q1 2026 | Apr 07, 2026 |
| Private Advisory Group LLC | History | New | 61,674 | 13,177 | 0.86% | — | 232 | +61,674 | New | Q1 2026 | May 08, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Reduced | 61,579 | 13,157 | 4.14% | 4.36% | 233 | -5,207 | -7.8% | Q1 2026 | Apr 16, 2026 |
| FDx Advisors, Inc. | History | Reduced | 61,543 | 13,150 | 4.2% | 6.85% | 234 | -2,285 | -3.58% | Q1 2026 | May 01, 2026 |
| Breakwater Capital Group | History | Reduced | 61,253 | 13,087 | 1.75% | 1.83% | 235 | -986 | -1.58% | Q1 2026 | Apr 20, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 61,091 | 12,849 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INSIGHT 2811, INC. | History | Added to | 59,724 | 12,761 | 5.34% | 5.43% | 237 | +1,239 | 2.12% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 59,628 | 12,740 | 0.16% | 0.17% | 238 | +1,348 | 2.31% | Q1 2026 | Apr 23, 2026 |
| SUMMIT WEALTH & RETIREMENT PLANNING, INC. | History | Reduced | 59,121 | 12,632 | 3.01% | 2.95% | 239 | -387 | -0.65% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 58,782 | 12,559 | 0.1% | 0.09% | 240 | +320 | 0.55% | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 58,701 | 12,542 | 0.45% | 0.51% | 241 | -5,594 | -8.7% | Q1 2026 | May 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 57,997 | 12,392 | 0.1% | 0.11% | 242 | +12,775 | 28.25% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 57,342 | 12,252 | 0.89% | 0.88% | 243 | +1,446 | 2.59% | Q1 2026 | Apr 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 53,749 | 12,176 | 0.27% | 0.29% | 244 | +60 | 0.11% | Q1 2026 | May 04, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 56,778 | 12,131 | 4.32% | 4.18% | 245 | -38 | -0.07% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 57,533 | 12,048 | 0.37% | 0.38% | 246 | -2,481 | -4.13% | Q1 2026 | May 11, 2026 |
| CERTUITY, LLC | History | Reduced | 56,139 | 11,995 | 0.79% | 0.87% | 247 | -9,936 | -15.04% | Q1 2026 | May 11, 2026 |
| BOKF, NA | History | Reduced | 56,053 | 11,976 | 0.18% | 0.3% | 248 | -36,468 | -39.42% | Q1 2026 | May 08, 2026 |
| Haverford Trust Co | History | Reduced | 56,031 | 11,972 | 0.11% | 0.11% | 249 | -3,121 | -5.28% | Q1 2026 | May 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 55,972 | 11,959 | 0.22% | 0.21% | 250 | -79 | -0.14% | Q1 2026 | May 07, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 55,818 | 11,926 | 0.38% | 0.43% | 251 | -279 | -0.5% | Q1 2026 | May 07, 2026 |
| Prism Advisors, Inc. | History | Reduced | 55,588 | 11,877 | 3.17% | 3.16% | 252 | -740 | -1.31% | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 53,950 | 11,527 | 0.64% | 0.64% | 253 | -295 | -0.54% | Q1 2026 | Apr 20, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 52,828 | 11,287 | 0.17% | 0.19% | 254 | -6,240 | -10.56% | Q1 2026 | Apr 09, 2026 |
| Newton One Investments LLC | History | Reduced | 50,706 | 10,834 | 2.94% | 3.2% | 255 | -821 | -1.59% | Q1 2026 | Apr 24, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 50,383 | 10,765 | 0.52% | 0.49% | 256 | +92 | 0.18% | Q1 2026 | Apr 09, 2026 |
| Kelsey Financial, LLC | History | Reduced | 50,036 | 10,691 | 9.35% | 11.09% | 257 | -11,360 | -18.5% | Q1 2026 | May 06, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 49,753 | 10,630 | 7.07% | 7.34% | 258 | -4,108 | -7.63% | Q1 2026 | Apr 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 49,648 | 10,608 | 0.95% | — | 259 | +49,648 | New | Q1 2026 | Apr 08, 2026 |
| XML Financial, LLC | History | Reduced | 49,297 | 10,533 | 0.85% | 1.14% | 260 | -17,101 | -25.76% | Q1 2026 | Apr 16, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 45,246 | 10,439 | 0.18% | 0.18% | 261 | -3,043 | -6.3% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 48,833 | 10,434 | 0.12% | 0.13% | 262 | -7,820 | -13.8% | Q1 2026 | Apr 20, 2026 |
| Diversified Trust Co | History | Added to | 48,374 | 10,336 | 0.19% | 0.19% | 263 | +14 | 0.03% | Q1 2026 | Apr 16, 2026 |
| Montecito Bank & Trust | History | Reduced | 48,264 | 10,312 | 1.7% | 1.64% | 264 | -575 | -1.18% | Q1 2026 | Apr 16, 2026 |
| NWAM LLC | History | Reduced | 48,038 | 10,264 | 0.59% | 0.57% | 265 | -79 | -0.16% | Q1 2026 | May 04, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 47,965 | 10,248 | 0.27% | 0.22% | 266 | +7,099 | 17.37% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 47,810 | 10,215 | 0.73% | 0.72% | 267 | +17 | 0.04% | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 47,742 | 10,201 | 0.53% | 0.5% | 268 | +3,066 | 6.86% | Q1 2026 | Apr 21, 2026 |
| Arete Wealth Advisors, LLC | History | Added to | 47,462 | 10,141 | 0.76% | 0.55% | 269 | +4,839 | 11.35% | Q1 2026 | May 20, 2026 |
| Morton Capital Management LLC/CA | History | Reduced | 47,316 | 10,110 | 1.5% | 1.6% | 270 | -2,118 | -4.28% | Q1 2026 | Apr 21, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 47,057 | 10,054 | 0.24% | 0.22% | 271 | +612 | 1.32% | Q1 2026 | May 08, 2026 |
| NorthRock Partners, LLC | History | Added to | 46,827 | 10,005 | 0.16% | 0.16% | 272 | +1,044 | 2.28% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 46,445 | 9,923 | 0.94% | 0.82% | 273 | +4,780 | 11.47% | Q1 2026 | Apr 17, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 46,184 | 9,868 | 0.1% | 0.1% | 274 | -1,441 | -3.03% | Q1 2026 | Apr 13, 2026 |
| Visionary Wealth Advisors | History | Reduced | 45,457 | 9,712 | 0.43% | 0.44% | 275 | -824 | -1.78% | Q1 2026 | May 13, 2026 |
| Argent Trust Co | History | Added to | 45,182 | 9,654 | 0.33% | 0.1% | 276 | +31,954 | 241.56% | Q1 2026 | May 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 45,178 | 9,653 | 0.19% | 0.19% | 277 | -1,777 | -3.78% | Q1 2026 | Apr 14, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 41,258 | 9,650 | 0.19% | 0.2% | 278 | +2,847 | 7.41% | Q1 2026 | May 11, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 45,230 | 9,643 | 2.09% | 2.06% | 279 | +1,631 | 3.74% | Q1 2026 | Apr 27, 2026 |
| OFS Enterprise LLC | History | New | 44,927 | 9,599 | 2.82% | — | 280 | +44,927 | New | Q1 2026 | Apr 09, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 44,912 | 9,596 | 0.67% | 2.3% | 281 | -107,011 | -70.44% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 44,560 | 9,521 | 0.58% | 0.44% | 282 | +1,299 | 3.0% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 44,026 | 9,407 | 0.3% | 0.09% | 283 | +30,555 | 226.82% | Q1 2026 | May 15, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 43,690 | 9,335 | 0.02% | 0.06% | 284 | -102,220 | -70.06% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Reduced | 43,380 | 9,268 | 0.1% | 0.1% | 285 | -1,561 | -3.47% | Q1 2026 | May 11, 2026 |
| Oldfather Financial Services, LLC | History | No change | 43,987 | 9,252 | 2.75% | 2.75% | 286 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 43,278 | 9,247 | 0.07% | 0.08% | 287 | -671 | -1.53% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 42,974 | 9,182 | 0.05% | 0.05% | 288 | +5,828 | 15.69% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 42,388 | 9,057 | 0.16% | 0.17% | 289 | -1,439 | -3.28% | Q1 2026 | Apr 20, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 41,696 | 8,909 | 0.63% | 0.64% | 290 | +2 | 0.0% | Q1 2026 | May 06, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 41,520 | 8,871 | 0.67% | 0.69% | 291 | -156 | -0.37% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 40,737 | 8,704 | 0.47% | 0.49% | 292 | -1,430 | -3.39% | Q1 2026 | May 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 40,523 | 8,658 | 0.38% | 0.39% | 293 | +605 | 1.52% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 39,668 | 8,476 | 0.15% | 0.15% | 294 | +1,338 | 3.49% | Q1 2026 | May 07, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 39,521 | 8,444 | 3.06% | 4.34% | 295 | -15,928 | -28.73% | Q1 2026 | Apr 27, 2026 |
| Quent Capital, LLC | History | Reduced | 39,214 | 8,378 | 0.59% | 0.62% | 296 | -1,590 | -3.9% | Q1 2026 | Apr 28, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 38,698 | 8,268 | 1.52% | 1.64% | 297 | +247 | 0.64% | Q1 2026 | Apr 13, 2026 |
| Veratis Advisors, Inc. | History | No change | 36,978 | 8,251 | 6.53% | 6.53% | 298 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 38,524 | 8,231 | 0.48% | 0.47% | 299 | -220 | -0.57% | Q1 2026 | Apr 20, 2026 |
| Stegner Investment Associates Inc. | History | Added to | 38,391 | 8,202 | 4.49% | 4.29% | 300 | +2 | 0.01% | Q1 2026 | Apr 30, 2026 |