iSHARES TRUST - IWF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 29,764,605 | 12,691,628 | 0.76% | 0.78% | 1 | +2,128,431 | 7.7% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 27,668,812 | 11,797,981 | 0.86% | 0.96% | 2 | -352,976 | -1.26% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 8,316,077 | 3,545,975 | 0.19% | 0.2% | 3 | -103,846 | -1.23% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 7,049,153 | 3,005,758 | 0.35% | 0.41% | 4 | +855 | 0.01% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,663,611 | 2,738,146 | 0.18% | 0.22% | 5 | -832,890 | -11.11% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 5,474,587 | 2,334,363 | 0.31% | 0.34% | 6 | -85,830 | -1.54% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,348,833 | 2,280,742 | 0.61% | 0.74% | 7 | +81,917 | 1.56% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 4,821,317 | 2,055,809 | 0.31% | 0.38% | 8 | -74,132 | -1.51% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,518,058 | 1,926,499 | 0.36% | 0.42% | 9 | -308,318 | -6.39% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 3,839,355 | 1,637,100 | 0.43% | 0.49% | 10 | +83,696 | 2.23% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 3,389,212 | 1,445,159 | 0.45% | 0.51% | 11 | -80,815 | -2.33% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,057,823 | 1,303,855 | 0.75% | 0.79% | 12 | -7,069 | -0.23% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,806,999 | 1,196,904 | 1.87% | 2.0% | 13 | +89,862 | 3.31% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Added to | 2,624,582 | 1,119,121 | 3.83% | 3.84% | 14 | +98,830 | 3.91% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,043,098 | 871,176 | 1.17% | 1.32% | 15 | -45,901 | -2.2% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,866,143 | 795,724 | 0.14% | 0.16% | 16 | -158,304 | -7.82% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,798,999 | 767,093 | 11.76% | 12.89% | 17 | +16,109 | 0.9% | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,719,384 | 733,145 | 1.02% | 1.15% | 18 | -96,768 | -5.33% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 1,569,465 | 669,219 | 0.71% | 0.81% | 19 | +6,404 | 0.41% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,502,223 | 639,733 | 0.15% | 0.16% | 20 | +28,824 | 1.96% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 1,384,642 | 590,435 | 4.52% | 4.93% | 21 | +5,920 | 0.43% | Q1 2026 | May 14, 2026 |
| Circle Wealth Management, LLC | History | No change | 1,363,473 | 581,384 | 8.29% | 9.94% | 22 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 1,341,813 | 570,556 | 0.63% | 1.03% | 23 | -566,680 | -29.69% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,190,695 | 563,556 | 0.95% | 0.95% | 24 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlackRock, Inc. | History | Added to | 1,295,446 | 552,378 | 0.01% | 0.01% | 25 | +309,572 | 31.4% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,275,960 | 544,085 | 0.58% | 0.66% | 26 | -6,633 | -0.52% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,255,151 | 535,201 | 0.49% | 0.55% | 27 | -29,035 | -2.26% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,202,796 | 512,872 | 0.09% | 0.11% | 28 | -76,972 | -6.01% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 1,139,188 | 485,830 | 0.69% | 0.67% | 29 | +174,973 | 18.15% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,136,766 | 484,717 | 0.86% | 0.92% | 30 | +63,052 | 5.87% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 1,098,754 | 468,508 | 0.13% | 0.11% | 31 | +176,657 | 19.16% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,134,310 | 468,460 | 0.23% | 0.15% | 32 | +615,334 | 118.57% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,071,975 | 456,467 | 0.61% | — | 33 | +1,071,975 | New | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,028,157 | 438,406 | 1.69% | — | 34 | +1,028,157 | New | Q1 2026 | May 12, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,066,633 | 438,321 | 3.35% | — | 35 | +1,066,633 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 983,920 | 419,543 | 0.77% | 0.58% | 36 | +595,395 | 153.24% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 956,059 | 407,664 | 0.49% | 0.54% | 37 | -22,012 | -2.25% | Q1 2026 | May 14, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 940,582 | 401,064 | 14.3% | 15.66% | 38 | +34,213 | 3.77% | Q1 2026 | May 15, 2026 |
| 71 West Capital Partners | History | Added to | 879,787 | 375,140 | 16.5% | 17.71% | 39 | +66,032 | 8.11% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 813,668 | 346,963 | 0.51% | 0.52% | 40 | +56,491 | 7.46% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 752,881 | 321,028 | 4.6% | 6.23% | 41 | -43,149 | -5.42% | Q1 2026 | May 11, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 2,925,449 | 311,852 | 2.72% | 3.06% | 42 | +2,267,871 | 344.88% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 694,160 | 295,989 | 0.24% | 0.54% | 43 | -119,629 | -14.7% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 604,730 | 286,219 | 1.14% | 1.14% | 44 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 676,607 | 285,516 | 0.41% | 0.44% | 45 | -131,974 | -16.32% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 666,275 | 284,099 | 0.17% | 0.2% | 46 | -282 | -0.04% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Added to | 651,929 | 277,982 | 3.41% | 3.91% | 47 | +7,773 | 1.21% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 567,884 | 242,059 | 0.28% | 0.33% | 48 | -16,745 | -2.86% | Q1 2026 | May 13, 2026 |
| 1ST SOURCE BANK | History | Added to | 565,705 | 241,216 | 12.45% | 14.04% | 49 | +375 | 0.07% | Q1 2026 | May 04, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 561,959 | 239,617 | 9.34% | 10.68% | 50 | -8,877 | -1.56% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 538,892 | 229,783 | 2.1% | 3.27% | 51 | -8,882 | -1.62% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 537,253 | 229,084 | 0.28% | 0.27% | 52 | +67,425 | 14.35% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 527,526 | 224,937 | 0.1% | 0.11% | 53 | -14,246 | -2.63% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 515,341 | 219,741 | 1.02% | 0.7% | 54 | +23,236 | 4.72% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 502,077 | 214,088 | 0.35% | 0.35% | 55 | -34,764 | -6.48% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 477,946 | 203,781 | 0.36% | 0.42% | 56 | +11,460 | 2.46% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 471,347 | 200,982 | 0.14% | 0.16% | 57 | -7,457 | -1.56% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 464,576 | 198,095 | 0.96% | 1.19% | 58 | +11,043 | 2.43% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 459,566 | 195,959 | 0.54% | 0.61% | 59 | -67,212 | -12.76% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 458,001 | 195,291 | 0.84% | 0.96% | 60 | -24,210 | -5.02% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 443,490 | 189,104 | 1.23% | 1.36% | 61 | -5,498 | -1.22% | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 412,850 | 176,039 | 6.37% | 7.26% | 62 | +2,928 | 0.71% | Q1 2026 | May 07, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Added to | 411,399 | 175,420 | 7.43% | 8.02% | 63 | +352 | 0.09% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 408,111 | 174,018 | 0.26% | 0.31% | 64 | -22,550 | -5.24% | Q1 2026 | May 15, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 406,863 | 173,486 | 1.2% | 1.57% | 65 | -369,223 | -47.58% | Q1 2026 | May 14, 2026 |
| Stairway Partners, LLC | History | Added to | 400,768 | 170,887 | 8.85% | 9.69% | 66 | +5,101 | 1.29% | Q1 2026 | Apr 02, 2026 |
| MAI Capital Management | History | Reduced | 393,112 | 167,622 | 0.95% | 1.07% | 67 | -87 | -0.02% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 378,467 | 161,378 | 0.98% | 1.05% | 68 | +16,461 | 4.55% | Q1 2026 | May 05, 2026 |
| Oakworth Capital, Inc. | History | Added to | 360,833 | 153,859 | 8.15% | 9.12% | 69 | +7,850 | 2.22% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 351,081 | 149,701 | 0.79% | 0.99% | 70 | +53,831 | 18.11% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 340,757 | 145,298 | 1.05% | 1.19% | 71 | -24,516 | -6.71% | Q1 2026 | May 15, 2026 |
| Hackensack Meridian Health, Inc. | History | Reduced | 328,400 | 140,029 | 13.21% | 14.54% | 72 | -8,600 | -2.55% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 327,378 | 139,594 | 1.59% | 1.8% | 73 | -18,643 | -5.39% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 326,296 | 139,143 | 0.43% | 0.53% | 74 | -49,584 | -13.19% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 324,321 | 138,290 | 0.05% | 0.06% | 75 | -18,177 | -5.31% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 324,255 | 138,262 | 0.71% | 0.82% | 76 | +9,790 | 3.11% | Q1 2026 | May 08, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 322,599 | 137,556 | 7.41% | 9.53% | 77 | -61,214 | -15.95% | Q1 2026 | May 04, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 317,725 | 135,477 | 5.25% | 5.91% | 78 | +16,514 | 5.48% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 311,547 | 132,929 | 0.27% | 0.25% | 79 | -81,702 | -20.78% | Q1 2026 | Apr 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 1,096,064 | 116,840 | 0.88% | 0.92% | 80 | +840,151 | 328.3% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 273,685 | 116,699 | 0.46% | 0.49% | 81 | +3,189 | 1.18% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Added to | 272,057 | 116,004 | 1.39% | 1.48% | 82 | +1,695 | 0.63% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 266,225 | 113,519 | 0.06% | 0.02% | 83 | +163,990 | 160.4% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 266,026 | 113,433 | 0.33% | 0.33% | 84 | +3,008 | 1.14% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 265,688 | 113,289 | 0.53% | 0.6% | 85 | -4,008 | -1.49% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 262,468 | 111,916 | 0.45% | 0.52% | 86 | -3,536 | -1.33% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Added to | 261,973 | 111,746 | 1.4% | 1.5% | 87 | +6,534 | 2.56% | Q1 2026 | Apr 28, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 247,479 | 105,524 | 4.83% | 5.15% | 88 | -1,922 | -0.77% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 243,611 | 103,875 | 1.24% | 1.45% | 89 | -27,440 | -10.12% | Q1 2026 | May 13, 2026 |
| Covenant Partners, LLC | History | No change | 219,004 | 103,654 | 30.31% | 30.31% | 90 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 220,957 | 94,216 | 0.05% | 0.06% | 91 | +13,677 | 6.6% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 205,098 | 87,453 | 0.33% | 0.4% | 92 | +2,180 | 1.07% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 203,878 | 86,934 | 0.22% | 0.26% | 93 | -1,842 | -0.9% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 203,381 | 86,721 | 0.65% | 0.77% | 94 | +2,818 | 1.41% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 202,856 | 86,497 | 0.32% | 0.36% | 95 | -7,799 | -3.7% | Q1 2026 | Apr 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 196,399 | 83,744 | 0.71% | 0.78% | 96 | -28,924 | -12.84% | Q1 2026 | May 13, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 192,689 | 82,162 | 16.07% | 17.72% | 97 | -1,394 | -0.72% | Q1 2026 | Apr 30, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | Added to | 183,308 | 78,162 | 6.95% | 7.91% | 98 | +1,234 | 0.68% | Q1 2026 | May 01, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 182,248 | 77,710 | 4.95% | 5.66% | 99 | +3,216 | 1.8% | Q1 2026 | Apr 08, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 181,561 | 77,417 | 1.75% | 2.12% | 100 | -12,509 | -6.45% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 179,596 | 76,579 | 0.04% | 0.04% | 101 | +28,595 | 18.94% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 179,317 | 76,468 | 0.05% | 0.06% | 102 | -58,641 | -24.64% | Q1 2026 | May 15, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 176,756 | 75,375 | 1.22% | 1.28% | 103 | +45,157 | 34.31% | Q1 2026 | Apr 21, 2026 |
| Americana Partners, LLC | History | Reduced | 175,835 | 74,975 | 1.95% | 2.39% | 104 | -7,939 | -4.32% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 174,613 | 74,454 | 0.4% | 0.49% | 105 | -14,080 | -7.46% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 173,688 | 74,060 | 0.36% | 0.43% | 106 | -2,332 | -1.32% | Q1 2026 | May 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Reduced | 171,905 | 73,300 | 6.34% | 7.38% | 107 | -6,667 | -3.73% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 170,683 | 72,685 | 0.14% | 0.16% | 108 | -20,870 | -10.9% | Q1 2026 | May 01, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 667,997 | 71,208 | 0.1% | 0.23% | 109 | +318,147 | 90.94% | Q1 2026 | May 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 164,182 | 70,007 | 0.95% | 1.03% | 110 | -7,932 | -4.61% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 162,542 | 69,307 | 0.12% | 0.12% | 111 | +38,601 | 31.14% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 160,548 | 68,457 | 0.01% | 0.02% | 112 | -184,201 | -53.43% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 156,230 | 66,616 | 0.81% | 1.05% | 113 | +661 | 0.42% | Q1 2026 | Apr 23, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 153,799 | 65,579 | 6.43% | 7.61% | 114 | -13,524 | -8.08% | Q1 2026 | Apr 30, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 152,750 | 65,132 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ellenbecker Investment Group | History | Added to | 149,755 | 63,864 | 8.6% | 9.38% | 116 | +8,137 | 5.75% | Q1 2026 | Apr 23, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 134,106 | 63,472 | 0.02% | 0.03% | 117 | -99,565 | -42.61% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 143,313 | 61,108 | 0.01% | 0.0% | 118 | +108,079 | 306.75% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 141,645 | 60,397 | 6.86% | 1.03% | 119 | +98,754 | 230.24% | Q1 2026 | Apr 16, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 141,453 | 60,315 | 14.13% | 14.65% | 120 | +7,486 | 5.59% | Q1 2026 | May 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 139,263 | 59,381 | 1.22% | 1.2% | 121 | +12,341 | 9.72% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 125,462 | 59,300 | 0.38% | 0.38% | 122 | +8,447 | 7.22% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 137,906 | 58,803 | 1.4% | 1.2% | 123 | +29,847 | 27.62% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 134,150 | 57,204 | 0.03% | 0.02% | 124 | +38,795 | 40.68% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 134,153 | 57,203 | 0.87% | 0.87% | 125 | +9,950 | 8.01% | Q1 2026 | May 01, 2026 |
| AMG National Trust Bank | History | Added to | 130,501 | 55,645 | 1.21% | 1.42% | 126 | +3,200 | 2.51% | Q1 2026 | May 04, 2026 |
| Cynosure Group, LLC | History | Reduced | 124,790 | 53,210 | 6.65% | 6.05% | 127 | -853 | -0.68% | Q1 2026 | May 13, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 124,627 | 53,140 | 5.41% | 6.03% | 128 | -1,148 | -0.91% | Q1 2026 | May 04, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 124,047 | 52,893 | 1.67% | 2.13% | 129 | +515 | 0.42% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Added to | 123,582 | 52,695 | 0.25% | 0.31% | 130 | +9,442 | 8.27% | Q1 2026 | May 04, 2026 |
| Bluesphere Advisors LLC | History | Added to | 122,946 | 52,424 | 18.64% | 17.31% | 131 | +40,251 | 48.67% | Q1 2026 | Apr 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 121,507 | 51,810 | 0.19% | 0.44% | 132 | -121,264 | -49.95% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 121,500 | 51,807 | 0.01% | 0.01% | 133 | +15,358 | 14.47% | Q1 2026 | May 12, 2026 |
| Midwest Trust Co | History | Added to | 120,362 | 51,322 | 0.64% | 0.69% | 134 | +4,361 | 3.76% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 119,629 | 51,009 | 0.28% | 0.29% | 135 | +17,223 | 16.82% | Q1 2026 | May 15, 2026 |
| Waterway Wealth Management, LLC | History | Added to | 176,594 | 50,974 | 11.27% | 9.82% | 136 | +21,238 | 13.67% | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 118,725 | 50,624 | 0.01% | 0.01% | 137 | +2,929 | 2.53% | Q1 2026 | May 13, 2026 |
| Marquette Asset Management, LLC | History | Added to | 118,431 | 50,498 | 7.55% | 8.26% | 138 | +213 | 0.18% | Q1 2026 | Apr 23, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 118,246 | 50,419 | 0.62% | 0.61% | 139 | +13,977 | 13.4% | Q1 2026 | Apr 20, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 118,212 | 50,405 | 7.31% | 7.91% | 140 | +2,461 | 2.13% | Q1 2026 | May 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 117,622 | 50,153 | 1.0% | 1.04% | 141 | -2,062 | -1.72% | Q1 2026 | Apr 15, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 116,600 | 49,718 | 5.0% | 5.64% | 142 | -1,300 | -1.1% | Q1 2026 | Apr 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 116,212 | 49,552 | 0.01% | 0.02% | 143 | -112,943 | -49.29% | Q1 2026 | May 15, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 115,858 | 49,401 | 5.74% | 8.54% | 144 | -40,980 | -26.13% | Q1 2026 | May 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 115,760 | 49,360 | 0.4% | 0.45% | 145 | -451 | -0.39% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Reduced | 115,731 | 49,347 | 0.13% | 0.17% | 146 | -14,849 | -11.37% | Q1 2026 | May 14, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 114,564 | 48,850 | 2.63% | 2.89% | 147 | -125 | -0.11% | Q1 2026 | May 15, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 110,460 | 47,186 | 13.09% | 13.85% | 148 | +3,389 | 3.17% | Q1 2026 | Apr 27, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 110,334 | 47,046 | 0.34% | 0.26% | 149 | +33,677 | 43.93% | Q1 2026 | Apr 14, 2026 |
| TruWealth Advisors, LLC | History | Reduced | 109,277 | 46,593 | 2.24% | 3.2% | 150 | -29,111 | -21.04% | Q1 2026 | Apr 09, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 108,706 | 46,352 | 4.47% | 4.91% | 151 | -2,926 | -2.62% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Added to | 106,056 | 45,222 | 0.29% | 0.31% | 152 | +5,195 | 5.15% | Q1 2026 | Apr 27, 2026 |
| E&G Advisors, LP | History | Reduced | 102,464 | 43,640 | 9.71% | 10.91% | 153 | -728 | -0.71% | Q1 2026 | Apr 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 100,267 | 42,753 | 0.89% | 1.01% | 154 | +267 | 0.27% | Q1 2026 | Apr 27, 2026 |
| RMR Wealth Builders | History | Reduced | 99,977 | 42,630 | 3.36% | 3.81% | 155 | -625 | -0.62% | Q1 2026 | Apr 22, 2026 |
| BOKF, NA | History | Reduced | 98,901 | 42,171 | 0.64% | 0.73% | 156 | -2,492 | -2.46% | Q1 2026 | May 08, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 98,265 | 41,900 | 6.09% | 6.39% | 157 | +652 | 0.67% | Q1 2026 | Apr 23, 2026 |
| NorthRock Partners, LLC | History | Added to | 385,930 | 41,140 | 0.66% | 0.79% | 158 | +286,493 | 288.12% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 96,222 | 41,029 | 0.25% | 0.28% | 159 | -599 | -0.62% | Q1 2026 | May 15, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 95,414 | 40,699 | 5.02% | 5.28% | 160 | -964 | -1.0% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 94,256 | 40,190 | 0.32% | 0.39% | 161 | -9,095 | -8.8% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 93,934 | 40,053 | 1.55% | 1.64% | 162 | +1,078 | 1.16% | Q1 2026 | May 12, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 92,599 | 39,484 | 1.08% | 0.95% | 163 | +20,461 | 28.36% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 92,500 | 39,442 | 0.01% | 0.02% | 164 | -121,400 | -56.76% | Q1 2026 | May 15, 2026 |
| Accredited Investors Inc. | History | Reduced | 92,370 | 39,386 | 2.12% | 2.35% | 165 | -936 | -1.0% | Q1 2026 | Apr 30, 2026 |
| Winslow Capital Management, LLC | History | Added to | 92,176 | 39,303 | 0.15% | 0.11% | 166 | +21,764 | 30.91% | Q1 2026 | May 14, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 92,111 | 39,276 | 0.66% | 0.14% | 167 | +73,763 | 402.02% | Q1 2026 | Apr 21, 2026 |
| Hirtle & Co., LLC | History | Reduced | 91,714 | 39,106 | 1.34% | 1.57% | 168 | -5,907 | -6.05% | Q1 2026 | May 13, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 91,572 | 39,046 | 4.8% | 5.27% | 169 | +296 | 0.32% | Q1 2026 | Apr 10, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 91,513 | 39,020 | 6.24% | 7.44% | 170 | -7,789 | -7.84% | Q1 2026 | Apr 28, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 94,354 | 38,771 | 22.72% | 25.48% | 171 | -3,534 | -3.61% | Q1 2026 | Apr 01, 2026 |
| MetLife Investment Management, LLC | History | Added to | 90,800 | 38,717 | 0.2% | 0.2% | 172 | +4,200 | 4.85% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 89,375 | 38,107 | 0.11% | 0.09% | 173 | +19,459 | 27.83% | Q1 2026 | May 14, 2026 |
| Sunburst Financial Group, LLC | History | Added to | 72,672 | 37,840 | 6.97% | 4.24% | 174 | +28,415 | 64.2% | Q1 2026 | Apr 13, 2026 |
| BTC Capital Management, Inc. | History | Added to | 88,138 | 37,582 | 2.54% | 2.88% | 175 | +936 | 1.07% | Q1 2026 | Apr 20, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 87,739 | 37,411 | 0.03% | 0.03% | 176 | -5,261 | -5.66% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Added to | 86,292 | 36,793 | 1.98% | 1.76% | 177 | +687 | 0.8% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Added to | 296,689 | 36,596 | 0.97% | 1.45% | 178 | +224,604 | 311.58% | Q1 2026 | May 14, 2026 |
| Corundum Group, Inc. | History | Added to | 85,429 | 36,426 | 12.17% | 12.09% | 179 | +9,297 | 12.21% | Q1 2026 | Apr 20, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 76,646 | 36,276 | 7.11% | 7.11% | 180 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 76,359 | 36,140 | 0.64% | 0.64% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 84,425 | 35,998 | 0.12% | 0.15% | 182 | -26,914 | -24.17% | Q1 2026 | May 08, 2026 |
| Sanchez Wealth Management Group | History | Added to | 84,186 | 35,896 | 7.76% | 8.25% | 183 | +2,707 | 3.32% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 83,588 | 35,641 | 0.28% | 0.28% | 184 | +125 | 0.15% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | Added to | 83,370 | 35,548 | 1.49% | 1.76% | 185 | +50 | 0.06% | Q1 2026 | Apr 30, 2026 |
| TSFG, LLC | History | Added to | 82,959 | 35,374 | 5.37% | 5.6% | 186 | +3,815 | 4.82% | Q1 2026 | Apr 27, 2026 |
| Callan Family Office, LLC | History | Reduced | 79,557 | 33,923 | 0.77% | 1.19% | 187 | -37,221 | -31.87% | Q1 2026 | May 13, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 79,305 | 33,815 | 0.95% | 0.99% | 188 | -967 | -1.2% | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 78,355 | 33,410 | 1.87% | 2.15% | 189 | -2,166 | -2.69% | Q1 2026 | Apr 20, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 77,353 | 32,983 | 0.04% | 0.01% | 190 | +53,292 | 221.49% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 76,057 | 32,430 | 2.48% | 2.65% | 191 | +997 | 1.33% | Q1 2026 | May 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 75,731 | 32,291 | 3.35% | 3.84% | 192 | -269 | -0.35% | Q1 2026 | Apr 13, 2026 |
| Simmons Bank | History | Reduced | 75,072 | 32,010 | 2.14% | 2.45% | 193 | -2,375 | -3.07% | Q1 2026 | Apr 23, 2026 |
| FULTON BANK, N.A. | History | Reduced | 75,016 | 31,986 | 1.13% | 1.26% | 194 | -2,288 | -2.96% | Q1 2026 | Apr 24, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 74,624 | 31,819 | 0.35% | 0.38% | 195 | +664 | 0.9% | Q1 2026 | May 13, 2026 |
| B&D White Capital Company, LLC | History | Reduced | 74,084 | 31,589 | 3.91% | 4.11% | 196 | -934 | -1.25% | Q1 2026 | May 13, 2026 |
| Capital Advisors Wealth Management, LLC | History | Reduced | 73,740 | 31,442 | 4.22% | 5.4% | 197 | -10,075 | -12.02% | Q1 2026 | Apr 08, 2026 |
| Montecito Bank & Trust | History | Reduced | 73,501 | 31,340 | 5.16% | 5.6% | 198 | -715 | -0.96% | Q1 2026 | Apr 16, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 73,279 | 31,246 | 2.61% | 2.71% | 199 | +2,581 | 3.65% | Q1 2026 | May 11, 2026 |
| Newbrook Capital Advisors LP | History | Added to | 73,208 | 31,215 | 5.57% | 1.49% | 200 | +48,036 | 190.83% | Q1 2026 | May 15, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 72,767 | 31,027 | 2.26% | 2.65% | 201 | -1,402 | -1.89% | Q1 2026 | May 05, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 71,991 | 30,696 | 2.3% | 2.76% | 202 | -1,681 | -2.28% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 71,603 | 30,531 | 0.5% | 0.68% | 203 | -2,842 | -3.82% | Q1 2026 | May 18, 2026 |
| Sheridan Capital Management, LLC | History | Added to | 71,267 | 30,388 | 16.02% | 16.68% | 204 | +1,748 | 2.51% | Q1 2026 | Apr 28, 2026 |
| SCS Capital Management LLC | History | Reduced | 71,198 | 30,358 | 0.32% | 0.36% | 205 | -760 | -1.06% | Q1 2026 | May 11, 2026 |
| XML Financial, LLC | History | Reduced | 71,032 | 30,287 | 2.44% | 3.1% | 206 | -9,221 | -11.49% | Q1 2026 | Apr 16, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 70,121 | 29,899 | 0.17% | 0.18% | 207 | -25 | -0.04% | Q1 2026 | Apr 22, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 69,729 | 29,732 | 0.66% | 0.73% | 208 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 69,394 | 29,589 | 0.7% | 0.83% | 209 | -2,237 | -3.12% | Q1 2026 | May 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 68,958 | 29,403 | 3.22% | 3.62% | 210 | -2,103 | -2.96% | Q1 2026 | Apr 23, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 68,950 | 29,400 | 0.82% | 0.89% | 211 | +1,493 | 2.21% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 68,612 | 29,256 | 0.01% | 0.01% | 212 | -6,973 | -9.23% | Q1 2026 | May 06, 2026 |
| Saiph Capital, LLC | History | Reduced | 68,082 | 29,029 | 10.99% | 12.21% | 213 | -3,755 | -5.23% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Reduced | 66,857 | 28,507 | 0.99% | 1.1% | 214 | -1,394 | -2.04% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 66,662 | 28,424 | 0.96% | 1.13% | 215 | -1,222 | -1.8% | Q1 2026 | Apr 17, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 66,442 | 28,330 | 3.52% | 4.02% | 216 | -1,546 | -2.27% | Q1 2026 | May 04, 2026 |
| Black Swift Group, LLC | History | Reduced | 65,873 | 28,088 | 4.92% | 5.42% | 217 | -2,837 | -4.13% | Q1 2026 | Apr 24, 2026 |
| Capital Planning Advisors, LLC | History | Added to | 65,424 | 27,896 | 4.03% | 4.12% | 218 | +348 | 0.53% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 64,606 | 27,547 | 0.58% | 0.59% | 219 | +4,426 | 7.35% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Added to | 57,788 | 27,530 | 0.41% | 0.48% | 220 | +6,633 | 12.97% | Q1 2026 | Apr 20, 2026 |
| PFW Advisors LLC | History | Reduced | 64,006 | 27,292 | 8.58% | 9.19% | 221 | -264 | -0.41% | Q1 2026 | Apr 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 62,280 | 26,556 | 0.04% | 0.01% | 222 | +50,480 | 427.8% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 61,417 | 26,188 | 0.28% | 0.33% | 223 | -24 | -0.04% | Q1 2026 | Apr 20, 2026 |
| Affiance Financial, LLC | History | Added to | 61,344 | 26,157 | 4.24% | 3.75% | 224 | +12,064 | 24.48% | Q1 2026 | Apr 14, 2026 |
| CX Institutional | History | Reduced | 60,751 | 25,904 | 0.79% | 1.73% | 225 | -61,538 | -50.32% | Q1 2026 | Apr 06, 2026 |
| Claro Advisors Inc. | History | Added to | 60,568 | 25,826 | 3.11% | 3.89% | 226 | +206 | 0.34% | Q1 2026 | Apr 21, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 60,276 | 25,702 | 4.92% | 5.36% | 227 | +1,001 | 1.69% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 60,264 | 25,696 | 0.14% | 0.11% | 228 | -8,542 | -12.41% | Q1 2026 | Apr 29, 2026 |
| NWAM LLC | History | Reduced | 59,989 | 25,579 | 1.47% | 1.61% | 229 | -948 | -1.56% | Q1 2026 | May 04, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 59,957 | 25,565 | 2.69% | 3.16% | 230 | -1,102 | -1.8% | Q1 2026 | May 11, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 59,742 | 25,474 | 0.4% | 0.43% | 231 | -1,934 | -3.14% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Added to | 204,356 | 25,403 | 2.45% | 2.36% | 232 | +155,299 | 316.57% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 59,303 | 25,286 | 1.64% | 1.85% | 233 | -504 | -0.84% | Q1 2026 | Apr 15, 2026 |
| Berkshire Money Management, Inc. | History | Reduced | 59,019 | 25,165 | 2.58% | 5.18% | 234 | -55,687 | -48.55% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Added to | 58,320 | 25,161 | 0.12% | 0.14% | 235 | +2,195 | 3.91% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | Added to | 58,345 | 24,878 | 4.06% | 3.59% | 236 | +10,149 | 21.06% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 57,740 | 24,620 | 0.02% | 0.01% | 237 | +45,446 | 369.66% | Q1 2026 | May 13, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 56,739 | 24,193 | 3.83% | 4.88% | 238 | +962 | 1.72% | Q1 2026 | Apr 17, 2026 |
| Ballentine Partners, LLC | History | Added to | 56,341 | 24,024 | 0.33% | 0.34% | 239 | +5,427 | 10.66% | Q1 2026 | May 14, 2026 |
| DT Investment Partners, LLC | History | Reduced | 56,319 | 24,014 | 2.0% | 2.31% | 240 | -2,698 | -4.57% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 57,775 | 23,758 | 0.73% | 0.84% | 241 | -1,348 | -2.28% | Q1 2026 | May 11, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 55,455 | 23,645 | 9.4% | 10.43% | 242 | +1,016 | 1.87% | Q1 2026 | Apr 22, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 55,150 | 23,515 | 0.37% | 0.39% | 243 | +7,202 | 15.02% | Q1 2026 | May 04, 2026 |
| Boulder Wealth Advisors, LLC | History | Reduced | 54,820 | 23,375 | 9.32% | 12.15% | 244 | -5,936 | -9.77% | Q1 2026 | May 08, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 54,671 | 23,311 | 0.54% | 0.63% | 245 | -1,190 | -2.13% | Q1 2026 | May 15, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Added to | 53,483 | 22,805 | 11.84% | 12.91% | 246 | +729 | 1.38% | Q1 2026 | Apr 27, 2026 |
| MOR Wealth Management, LLC | History | Added to | 53,443 | 22,787 | 10.45% | 10.17% | 247 | +6,421 | 13.66% | Q1 2026 | Apr 24, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 52,623 | 22,438 | 1.09% | 0.76% | 248 | +19,328 | 58.05% | Q1 2026 | May 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 51,977 | 22,355 | 0.21% | 0.23% | 249 | +5,761 | 12.47% | Q1 2026 | Apr 07, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 52,253 | 22,280 | 0.92% | 1.02% | 250 | -334 | -0.64% | Q1 2026 | Apr 21, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 52,125 | 22,226 | 1.03% | 1.18% | 251 | -2,582 | -4.72% | Q1 2026 | Apr 29, 2026 |
| LWM ADVISORS INC | History | Added to | 51,740 | 22,062 | 19.14% | 20.7% | 252 | +2,010 | 4.04% | Q1 2026 | Apr 10, 2026 |
| Roble, Belko & Company, Inc | History | No change | 51,653 | 22,025 | 2.8% | 3.2% | 253 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 51,321 | 21,883 | 0.16% | 0.17% | 254 | +7,216 | 16.36% | Q1 2026 | Apr 15, 2026 |
| Cooksen Wealth, LLC | History | Added to | 50,991 | 21,742 | 15.79% | 16.4% | 255 | +3,612 | 7.62% | Q1 2026 | Apr 30, 2026 |
| PW Nova Financial Services LLC | History | Added to | 50,953 | 21,726 | 5.45% | 8.96% | 256 | +825 | 1.65% | Q1 2026 | Apr 15, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 50,876 | 21,693 | 5.88% | 5.77% | 257 | +1,488 | 3.01% | Q1 2026 | Apr 28, 2026 |
| Visionary Wealth Advisors | History | Reduced | 50,695 | 21,616 | 0.96% | 1.08% | 258 | -167 | -0.33% | Q1 2026 | May 13, 2026 |
| Procyon Advisors, LLC | History | Added to | 49,545 | 21,125 | 1.04% | 1.07% | 259 | +3,724 | 8.13% | Q1 2026 | May 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 49,314 | 21,027 | 1.21% | 1.32% | 260 | -614 | -1.23% | Q1 2026 | Apr 20, 2026 |
| BESSEMER GROUP INC | History | Added to | 49,066 | 20,923 | 0.03% | 0.03% | 261 | +11,784 | 31.61% | Q1 2026 | May 06, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 48,749 | 20,786 | 1.48% | 1.68% | 262 | -220 | -0.45% | Q1 2026 | May 06, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 48,539 | 20,694 | 5.2% | 5.51% | 263 | +2,728 | 5.95% | Q1 2026 | Apr 09, 2026 |
| Sonoma Allocations LLC | History | Reduced | 47,935 | 20,657 | 7.13% | 7.93% | 264 | -3,139 | -6.15% | Q1 2026 | May 19, 2026 |
| Haverford Trust Co | History | Reduced | 48,327 | 20,606 | 0.19% | 0.21% | 265 | -2,035 | -4.04% | Q1 2026 | May 11, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 48,249 | 20,573 | 0.24% | 0.22% | 266 | +10,320 | 27.21% | Q1 2026 | May 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 48,083 | 20,502 | 1.09% | 1.77% | 267 | -26,828 | -35.81% | Q1 2026 | Apr 13, 2026 |
| Independent Advisor Alliance | History | Added to | 47,808 | 20,385 | 0.22% | 0.07% | 268 | +41,899 | 709.07% | Q1 2026 | May 12, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 47,695 | 20,337 | 1.66% | 1.92% | 269 | -271 | -0.56% | Q1 2026 | Apr 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 47,659 | 20,322 | 0.0% | 0.02% | 270 | -271,181 | -85.05% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 47,305 | 20,171 | 0.2% | 0.26% | 271 | +2,171 | 4.81% | Q1 2026 | May 13, 2026 |
| Breakwater Capital Group | History | Added to | 47,039 | 20,057 | 2.69% | 2.87% | 272 | +3,644 | 8.4% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Reduced | 46,978 | 20,031 | 0.68% | 0.8% | 273 | -3,299 | -6.56% | Q1 2026 | Apr 22, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 46,915 | 20,005 | 1.65% | 1.89% | 274 | -837 | -1.75% | Q1 2026 | May 14, 2026 |
| Westshore Wealth, LLC | History | No change | 42,267 | 20,004 | 6.62% | 6.62% | 275 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Keel Point, LLC | History | No change | 42,064 | 19,909 | 1.2% | 1.2% | 276 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NESTEGG ADVISORS, INC. | History | Added to | 46,553 | 19,850 | 17.43% | 18.72% | 277 | +238 | 0.51% | Q1 2026 | Apr 08, 2026 |
| Tradition Wealth Management, LLC | History | Reduced | 46,450 | 19,806 | 1.41% | 1.59% | 278 | -210 | -0.45% | Q1 2026 | May 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 46,377 | 19,775 | 6.29% | 6.98% | 279 | -851 | -1.8% | Q1 2026 | Apr 27, 2026 |
| Advisor OS, LLC | History | Added to | 46,215 | 19,705 | 1.43% | 1.72% | 280 | +995 | 2.2% | Q1 2026 | May 07, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 46,009 | 19,618 | 0.3% | 0.32% | 281 | -359 | -0.77% | Q1 2026 | May 15, 2026 |
| Lebenthal Global Advisors, LLC | History | Added to | 45,384 | 19,351 | 2.81% | 2.94% | 282 | +5,079 | 12.6% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 45,364 | 19,343 | 0.19% | 0.23% | 283 | -1,025 | -2.21% | Q1 2026 | Apr 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 45,174 | 19,262 | 1.06% | 1.17% | 284 | -1,403 | -3.01% | Q1 2026 | May 14, 2026 |
| Stillwater Capital Advisors, LLC | History | Added to | 44,885 | 19,138 | 2.18% | 2.19% | 285 | +1,764 | 4.09% | Q1 2026 | Apr 10, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 44,832 | 19,128 | 2.01% | 0.94% | 286 | +29,806 | 198.36% | Q1 2026 | Apr 23, 2026 |
| Summit Financial, LLC | History | Added to | 44,101 | 18,804 | 0.24% | 0.28% | 287 | +3,664 | 9.06% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 44,059 | 18,786 | 0.09% | 0.1% | 288 | +7,220 | 19.6% | Q1 2026 | May 13, 2026 |
| Accretive Wealth Partners, LLC | History | Added to | 43,487 | 18,542 | 5.21% | 5.92% | 289 | +1,336 | 3.17% | Q1 2026 | Apr 22, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 43,478 | 18,538 | 5.92% | 6.72% | 290 | +3,777 | 9.51% | Q1 2026 | May 04, 2026 |
| One Capital Management, LLC | History | Added to | 43,463 | 18,533 | 0.51% | 0.6% | 291 | +1,663 | 3.98% | Q1 2026 | May 12, 2026 |
| Sylvest Advisors, LLC | History | Added to | 43,223 | 18,430 | 9.8% | 10.46% | 292 | +1,806 | 4.36% | Q1 2026 | Apr 22, 2026 |
| MJP ASSOCIATES INC /ADV | History | Added to | 43,184 | 18,413 | 2.24% | 2.44% | 293 | +2,030 | 4.93% | Q1 2026 | May 05, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 38,322 | 18,192 | 7.22% | 6.35% | 294 | +2,629 | 7.37% | Q1 2026 | Apr 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 42,627 | 18,176 | 0.73% | 0.86% | 295 | -5,635 | -11.68% | Q1 2026 | May 04, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 42,586 | 18,158 | 0.45% | 0.49% | 296 | +443 | 1.05% | Q1 2026 | Apr 29, 2026 |
| SONATA CAPITAL GROUP INC | History | Added to | 42,390 | 18,075 | 6.67% | 7.23% | 297 | +87 | 0.21% | Q1 2026 | Apr 30, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 42,194 | 17,991 | 0.55% | 0.62% | 298 | -2,350 | -5.28% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 42,181 | 17,986 | 0.2% | 0.31% | 299 | -14,844 | -26.03% | Q1 2026 | May 05, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | Reduced | 41,989 | 17,904 | 3.06% | 3.43% | 300 | -706 | -1.65% | Q1 2026 | May 04, 2026 |