iSHARES TRUST - IWL
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 699,949 | 112,327 | 0.01% | 0.01% | 1 | -28,748 | -3.95% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 633,514 | 101,665 | 0.01% | 0.01% | 2 | -50,933 | -7.44% | Q1 2026 | May 15, 2026 |
| Gilbert & Cook, Inc. | History | Added to | 516,367 | 82,865 | 10.7% | 10.92% | 3 | +7,108 | 1.4% | Q1 2026 | May 05, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 498,861 | 80,056 | 6.38% | 7.58% | 4 | -72,282 | -12.66% | Q1 2026 | Apr 09, 2026 |
| Richmond Investment Services, LLC | History | Added to | 409,892 | 65,779 | 10.63% | 11.69% | 5 | +13,456 | 3.39% | Q1 2026 | Apr 29, 2026 |
| LPL Financial LLC | History | Added to | 377,756 | 60,621 | 0.02% | 0.01% | 6 | +94,189 | 33.22% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 371,412 | 59,603 | 0.18% | 0.19% | 7 | -10,958 | -2.87% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 353,515 | 56,789 | 0.01% | 0.01% | 8 | -13,408 | -3.65% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 353,487 | 56,727 | 0.27% | 0.16% | 9 | +179,880 | 103.61% | Q1 2026 | May 11, 2026 |
| FreeGulliver LLC | History | Reduced | 215,824 | 34,635 | 14.6% | 13.77% | 10 | -3,431 | -1.56% | Q1 2026 | May 15, 2026 |
| Reliant Wealth Planning | History | Added to | 206,913 | 33,205 | 10.04% | 10.62% | 11 | +7,770 | 3.9% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | No change | 204,621 | 32,837 | 2.44% | 2.6% | 12 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SEARCY FINANCIAL SERVICES INC /ADV | History | Added to | 182,040 | 29,213 | 10.83% | 11.26% | 13 | +4,048 | 2.27% | Q1 2026 | Apr 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 183,116 | 28,566 | 0.0% | 0.0% | 14 | +27,089 | 17.36% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 155,762 | 24,996 | 0.0% | 0.0% | 15 | +22,367 | 16.77% | Q1 2026 | May 15, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 134,450 | 21,576 | 2.15% | 2.13% | 16 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | No change | 134,450 | 21,576 | 2.44% | 3.07% | 17 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 128,885 | 20,683 | 0.05% | 0.06% | 18 | +5,453 | 4.42% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 127,037 | 20,386 | 0.03% | 0.02% | 19 | +27,487 | 27.61% | Q1 2026 | Apr 27, 2026 |
| MANCHESTER FINANCIAL INC | History | Added to | 119,611 | 19,195 | 3.68% | 3.78% | 20 | +1,120 | 0.95% | Q1 2026 | Apr 23, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 98,015 | 16,724 | 0.11% | 0.12% | 21 | -4,199 | -4.11% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 89,771 | 14,407 | 0.02% | 0.01% | 22 | +37,643 | 72.21% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 74,071 | 11,886 | 0.22% | 0.25% | 23 | -1,738 | -2.29% | Q1 2026 | Apr 16, 2026 |
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | History | Reduced | 72,924 | 11,702 | 1.87% | 1.98% | 24 | -516 | -0.7% | Q1 2026 | Apr 28, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 72,707 | 11,667 | 5.51% | 5.75% | 25 | +272 | 0.38% | Q1 2026 | Apr 13, 2026 |
| UBS Group AG | History | Added to | 70,734 | 11,351 | 0.0% | 0.0% | 26 | +2,334 | 3.41% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 68,402 | 10,978 | 0.01% | 0.01% | 27 | -661 | -0.96% | Q1 2026 | May 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 66,330 | 10,659 | 0.15% | 0.2% | 28 | -15,678 | -19.12% | Q1 2026 | Apr 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 64,000 | 10,270 | 0.01% | — | 29 | +64,000 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 59,028 | 9,472 | 0.0% | 0.0% | 30 | +588 | 1.01% | Q1 2026 | May 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 57,791 | 9,274 | 0.53% | 1.23% | 31 | -71,470 | -55.29% | Q1 2026 | Apr 20, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 56,693 | 9,098 | 0.19% | 0.2% | 32 | +365 | 0.65% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 56,693 | 9,098 | 0.05% | 0.03% | 33 | +365 | 0.65% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 54,616 | 8,764 | 0.01% | 0.0% | 34 | +36,727 | 205.3% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 52,205 | 8,377 | 0.0% | 0.0% | 35 | +46,321 | 787.24% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 50,794 | 8,151 | 0.09% | 0.1% | 36 | -1,506 | -2.88% | Q1 2026 | Apr 28, 2026 |
| Capital Developers, LLC | History | Reduced | 50,010 | 8,025 | 7.23% | 7.72% | 37 | -491 | -0.97% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,717 | 7,818 | 0.0% | 0.0% | 38 | +37,029 | 316.81% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 41,250 | 6,619 | 0.05% | 0.06% | 39 | -243 | -0.59% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 41,008 | 6,580 | 0.05% | 0.08% | 40 | +2,899 | 7.61% | Q1 2026 | May 15, 2026 |
| Nicollet Investment Management, Inc. | History | Reduced | 40,299 | 6,467 | 2.22% | 2.57% | 41 | -7,333 | -15.4% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 37,099 | 6,330 | 0.21% | 0.21% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 39,211 | 6,292 | 2.26% | 2.35% | 43 | +901 | 2.35% | Q1 2026 | May 13, 2026 |
| Veridan Wealth LLC | History | Added to | 36,558 | 5,866 | 2.17% | 2.08% | 44 | +299 | 0.82% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 36,383 | 5,838 | 0.01% | 0.01% | 45 | +1,115 | 3.16% | Q1 2026 | May 13, 2026 |
| Strategic Equity Management | History | Reduced | 34,978 | 5,613 | 2.11% | 2.15% | 46 | -2,178 | -5.86% | Q1 2026 | Apr 21, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 32,922 | 5,360 | 2.71% | 3.39% | 47 | -2,719 | -7.63% | Q1 2026 | Apr 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 33,336 | 5,349 | 0.04% | 0.04% | 48 | +1,942 | 6.19% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 33,124 | 5,315 | 0.32% | 0.26% | 49 | +7,595 | 29.75% | Q1 2026 | May 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 33,094 | 5,310 | 0.36% | 0.37% | 50 | +1,332 | 4.19% | Q1 2026 | May 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 32,460 | 5,209 | 0.01% | 0.01% | 51 | -9,173 | -22.03% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 30,306 | 4,863 | 0.02% | 0.02% | 52 | -1,152 | -3.66% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 29,801 | 4,782 | 0.0% | 0.0% | 53 | +6,861 | 29.91% | Q1 2026 | May 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 29,110 | 4,671 | 0.25% | 0.27% | 54 | -142 | -0.49% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 28,356 | 4,550 | 0.0% | 0.0% | 55 | -27,312 | -49.06% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 26,881 | 4,313 | 0.05% | 0.06% | 56 | -832 | -3.0% | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 26,758 | 4,294 | 0.08% | 0.08% | 57 | +842 | 3.25% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 24,731 | 3,968 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 22,174 | 3,558 | 0.01% | 0.01% | 59 | +3,033 | 15.85% | Q1 2026 | May 05, 2026 |
| Grant Street Asset Management, Inc. | History | Reduced | 22,017 | 3,533 | 0.68% | 0.77% | 60 | -365 | -1.63% | Q1 2026 | May 07, 2026 |
| Winter & Associates, Inc. | History | Added to | 20,075 | 3,265 | 2.86% | 2.1% | 61 | +6,731 | 50.44% | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 20,297 | 3,257 | 0.2% | 0.22% | 62 | -510 | -2.45% | Q1 2026 | Apr 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 20,100 | 3,225 | 0.03% | 0.03% | 63 | +6,523 | 48.04% | Q1 2026 | May 13, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 20,015 | 3,211 | 0.66% | 0.79% | 64 | -1,992 | -9.05% | Q1 2026 | Apr 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 19,829 | 3,182 | 0.0% | 0.0% | 65 | -338 | -1.68% | Q1 2026 | May 07, 2026 |
| Capital Analysts, LLC | History | Added to | 19,584 | 3,143 | 0.08% | 0.0% | 66 | +18,930 | 2894.5% | Q1 2026 | May 14, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 18,789 | 3,015 | 0.57% | 0.55% | 67 | -289 | -1.51% | Q1 2026 | May 20, 2026 |
| Mariner, LLC | History | Reduced | 18,173 | 2,916 | 0.0% | 0.0% | 68 | -179 | -0.98% | Q1 2026 | May 13, 2026 |
| Mason & Associates, LLC | History | Reduced | 17,863 | 2,866 | 0.66% | 0.7% | 69 | -202 | -1.12% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 16,848 | 2,703 | 0.01% | 0.0% | 70 | +9,660 | 134.39% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 15,171 | 2,434 | 0.0% | 0.0% | 71 | +46 | 0.3% | Q1 2026 | May 15, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 14,626 | 2,347 | 1.79% | 1.83% | 72 | +331 | 2.32% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 14,612 | 2,344 | 0.1% | 0.1% | 73 | -12 | -0.08% | Q1 2026 | May 12, 2026 |
| MONEYWISE, INC. | History | Added to | 14,480 | 2,323 | 1.01% | 0.6% | 74 | +6,055 | 71.87% | Q1 2026 | Apr 27, 2026 |
| Boyd Wealth Management, LLC | History | Reduced | 14,081 | 2,259 | 0.96% | 1.02% | 75 | -12 | -0.09% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,912 | 2,232 | 0.0% | 0.0% | 76 | +2,919 | 26.55% | Q1 2026 | May 04, 2026 |
| Bison Wealth, LLC | History | No change | 12,074 | 2,228 | 0.21% | 0.22% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Family Capital Management, Inc. | History | Reduced | 13,819 | 2,217 | 0.99% | 1.12% | 78 | -896 | -6.09% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Added to | 13,477 | 2,162 | 0.0% | 0.0% | 79 | +712 | 5.58% | Q1 2026 | May 15, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 13,032 | 2,091 | 0.88% | 0.87% | 80 | +2,294 | 21.36% | Q1 2026 | Apr 17, 2026 |
| REDSTONE WEALTH MANAGEMENT, LLC | History | Reduced | 12,894 | 2,069 | 1.65% | 2.1% | 81 | -2,656 | -17.08% | Q1 2026 | Apr 16, 2026 |
| Compton Wealth Advisory Group, LLC | History | Reduced | 12,672 | 2,050 | 0.46% | 0.48% | 82 | -225 | -1.74% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,587 | 2,019 | 0.01% | 0.01% | 83 | -623 | -4.72% | Q1 2026 | May 04, 2026 |
| GeoWealth Management, LLC | History | Reduced | 12,452 | 1,998 | 0.07% | 0.09% | 84 | -1,440 | -10.37% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,376 | 1,825 | 0.0% | 0.0% | 85 | -198 | -1.71% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,142 | 1,641 | 0.0% | 0.0% | 86 | -2,031 | -16.68% | Q1 2026 | Apr 08, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 9,909 | 1,590 | 0.1% | 0.1% | 87 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 9,721 | 1,560 | 0.11% | 0.15% | 88 | -3,247 | -25.04% | Q1 2026 | Apr 20, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 9,381 | 1,505 | 0.07% | 0.04% | 89 | +4,820 | 105.68% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 8,645 | 1,387 | 0.09% | 0.09% | 90 | +677 | 8.5% | Q1 2026 | Apr 15, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Added to | 8,572 | 1,375 | 1.27% | 0.93% | 91 | +2,619 | 43.99% | Q1 2026 | Apr 21, 2026 |
| GTS SECURITIES LLC | History | Added to | 8,340 | 1,338 | 0.05% | 0.01% | 92 | +5,790 | 227.06% | Q1 2026 | May 14, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 7,673 | 1,309 | 0.1% | 0.1% | 93 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Focus Partners Wealth | History | Added to | 8,037 | 1,289 | 0.0% | 0.0% | 94 | +922 | 12.96% | Q1 2026 | May 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 7,943 | 1,274 | 0.04% | 0.04% | 95 | -280 | -3.41% | Q1 2026 | Apr 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 7,538 | 1,209 | 0.02% | 0.02% | 96 | -398 | -5.02% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,477 | 1,199 | 0.01% | 0.01% | 97 | -190 | -2.48% | Q1 2026 | Apr 24, 2026 |
| Summit Trail Advisors, LLC | History | New | 7,310 | 1,173 | 0.02% | — | 98 | +7,310 | New | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | Reduced | 7,037 | 1,129 | 0.06% | 0.06% | 99 | -90 | -1.26% | Q1 2026 | May 04, 2026 |
| Keystone Financial Group | History | New | 6,258 | 1,004 | 0.07% | — | 100 | +6,258 | New | Q1 2026 | May 13, 2026 |
| Aureus Asset Management, LLC | History | No change | 6,000 | 962 | 0.06% | 0.07% | 101 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Asset Allocation Strategies LLC | History | Reduced | 5,955 | 955 | 0.17% | 0.2% | 102 | -340 | -5.4% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 5,554 | 947 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| McAdam, LLC | History | Reduced | 5,566 | 893 | 0.04% | 0.05% | 104 | -585 | -9.51% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 5,527 | 886 | 0.01% | 0.01% | 105 | +26 | 0.47% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 5,344 | 857 | 0.01% | 0.01% | 106 | -205 | -3.69% | Q1 2026 | May 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 5,269 | 845 | 0.06% | 0.06% | 107 | +1 | 0.02% | Q1 2026 | Apr 29, 2026 |
| Breakwater Capital Group | History | Added to | 5,071 | 813 | 0.11% | 0.1% | 108 | +697 | 15.94% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,958 | 802 | 0.01% | 0.01% | 109 | -290 | -5.53% | Q1 2026 | Apr 07, 2026 |
| PKS Advisory Services, LLC | History | Reduced | 4,509 | 723 | 0.17% | 0.18% | 110 | -239 | -5.03% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 4,446 | 713 | 0.0% | 0.0% | 111 | +4,049 | 1019.9% | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,358 | 699 | 0.01% | 0.01% | 112 | +1,006 | 30.01% | Q1 2026 | Apr 20, 2026 |
| Forum Private Client Group LLC | History | Reduced | 4,349 | 697 | 0.23% | 0.26% | 113 | -136 | -3.03% | Q1 2026 | May 13, 2026 |
| Stokes Family Office, LLC | History | No change | 4,330 | 694 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Stone Wealth Partners | History | No change | 4,299 | 689 | 0.62% | 0.65% | 115 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 4,203 | 674 | 0.02% | — | 116 | +4,203 | New | Q1 2026 | May 15, 2026 |
| Perissos Private Wealth Management, LLC | History | New | 4,078 | 654 | 0.57% | — | 117 | +4,078 | New | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 4,019 | 644 | 0.0% | 0.0% | 118 | -168 | -4.01% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 3,930 | 630 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,917 | 628 | 0.01% | 0.01% | 120 | +355 | 9.97% | Q1 2026 | Apr 20, 2026 |
| Efficient Advisors, LLC | History | Added to | 3,881 | 622 | 0.04% | 0.04% | 121 | +195 | 5.29% | Q1 2026 | Apr 29, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 3,797 | 609 | 0.02% | 0.02% | 122 | +1,350 | 55.17% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 3,690 | 592 | 0.03% | 0.03% | 123 | +1,153 | 45.45% | Q1 2026 | Apr 09, 2026 |
| Investors Research Corp | History | Added to | 3,499 | 561 | 0.11% | 0.09% | 124 | +463 | 15.25% | Q1 2026 | Apr 03, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,201 | 513 | 0.0% | 0.0% | 125 | +147 | 4.81% | Q1 2026 | May 05, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 3,159 | 507 | 0.24% | 0.23% | 126 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | Reduced | 3,083 | 494 | 0.08% | 0.09% | 127 | -260 | -7.78% | Q1 2026 | May 05, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 3,073 | 493 | 0.04% | 0.05% | 128 | -859 | -21.85% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 3,012 | 483 | 0.0% | 0.0% | 129 | -235 | -7.24% | Q1 2026 | May 05, 2026 |
| Stronghold Wealth Management L.L.C. | History | Reduced | 2,939 | 471 | 0.71% | 0.74% | 130 | -20 | -0.68% | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Added to | 2,865 | 459 | 0.0% | 0.0% | 131 | +170 | 6.31% | Q1 2026 | Apr 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,790 | 447 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 2,692 | 432 | 0.04% | 0.04% | 133 | +157 | 6.19% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 2,626 | 421 | 0.0% | 0.0% | 134 | -374 | -12.47% | Q1 2026 | May 15, 2026 |
| Secure Asset Management, LLC | History | Added to | 2,534 | 406 | 0.06% | 0.07% | 135 | +66 | 2.67% | Q1 2026 | Apr 09, 2026 |
| Alpine Bank Wealth Management | History | No change | 2,500 | 401 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 2,493 | 400 | 0.02% | 0.02% | 137 | -574 | -18.72% | Q1 2026 | May 18, 2026 |
| Bouchey Financial Group Ltd | History | No change | 2,229 | 374 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Ascent Group, LLC | History | New | 2,327 | 373 | 0.01% | — | 140 | +2,327 | New | Q1 2026 | May 15, 2026 |
| Michels Family Financial, LLC | History | Reduced | 2,326 | 373 | 0.27% | 0.29% | 139 | -11 | -0.47% | Q1 2026 | Apr 24, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 2,278 | 365 | 0.03% | 0.03% | 141 | -467 | -17.01% | Q1 2026 | May 05, 2026 |
| Resolute Advisors LLC | History | Added to | 2,272 | 364 | 0.15% | 0.13% | 142 | +5 | 0.22% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,256 | 362 | 0.0% | 0.0% | 143 | -292 | -11.46% | Q1 2026 | May 15, 2026 |
| Kendall Capital Management | History | Reduced | 2,225 | 357 | 0.07% | 0.08% | 144 | -65 | -2.84% | Q1 2026 | Apr 24, 2026 |
| TSA Wealth Managment LLC | History | New | 2,163 | 347 | 0.11% | — | 145 | +2,163 | New | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,144 | 344 | 0.0% | 0.0% | 146 | -1,012 | -32.07% | Q1 2026 | May 14, 2026 |
| Envision Financial Transparency, LLC | History | New | 2,048 | 329 | 0.32% | — | 147 | +2,048 | New | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | New | 2,006 | 321 | 0.0% | — | 148 | +2,006 | New | Q1 2026 | May 14, 2026 |
| GenWealth Group, Inc. | History | Reduced | 1,998 | 320 | 0.05% | 0.06% | 150 | -6 | -0.3% | Q1 2026 | May 11, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,000 | 320 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CFS Investment Advisory Services, LLC | History | New | 1,730 | 304 | 0.02% | — | 151 | +1,730 | New | Q1 2026 | Apr 29, 2026 |
| Expressive Wealth LLC | History | Reduced | 1,647 | 299 | 0.29% | 1.13% | 152 | -4,508 | -73.24% | Q1 2026 | May 11, 2026 |
| Claro Advisors Inc. | History | New | 1,856 | 297 | 0.04% | — | 153 | +1,856 | New | Q1 2026 | Apr 21, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 1,735 | 294 | 0.06% | 0.06% | 154 | +3 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 1,805 | 289 | 0.01% | 0.02% | 155 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kelly Financial Services LLC | History | Added to | 1,757 | 282 | 0.07% | 0.05% | 156 | +533 | 43.55% | Q1 2026 | Apr 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 1,707 | 273 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 1,700 | 272 | 0.01% | 0.09% | 158 | -19,885 | -92.12% | Q1 2026 | May 15, 2026 |
| Orin Green Financial, LLC | History | Reduced | 1,674 | 268 | 0.11% | 0.12% | 159 | -76 | -4.34% | Q1 2026 | Apr 29, 2026 |
| NWF Advisory Services Inc. | History | Reduced | 1,636 | 262 | 0.03% | 0.03% | 160 | -20 | -1.21% | Q1 2026 | May 04, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Reduced | 1,565 | 251 | 0.26% | 0.29% | 161 | -111 | -6.62% | Q1 2026 | Apr 09, 2026 |
| HRT FINANCIAL LP | History | New | 1,508 | 242 | 0.0% | — | 162 | +1,508 | New | Q1 2026 | May 14, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 1,496 | 240 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Diversified Trust Co | History | New | 1,484 | 238 | 0.0% | — | 164 | +1,484 | New | Q1 2026 | Apr 16, 2026 |
| Crumly & Associates Inc. | History | No change | 1,466 | 235 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TruWealth Advisors, LLC | History | No change | 1,453 | 233 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 1,440 | 231 | 0.03% | 0.04% | 167 | -560 | -28.0% | Q1 2026 | Apr 16, 2026 |
| One Wealth Advisors, LLC | History | New | 1,427 | 229 | 0.03% | — | 168 | +1,427 | New | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,418 | 227 | 0.0% | 0.0% | 169 | +104 | 7.91% | Q1 2026 | May 08, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 1,357 | 217 | 0.14% | 0.16% | 170 | +3 | 0.22% | Q1 2026 | Apr 21, 2026 |
| Vann Equity Management LLC | History | New | 1,338 | 214 | 0.15% | — | 171 | +1,338 | New | Q1 2026 | May 08, 2026 |
| PAX Financial Group, LLC | History | New | 1,315 | 211 | 0.04% | — | 172 | +1,315 | New | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 1,175 | 200 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,150 | 184 | 0.0% | — | 174 | +1,150 | New | Q1 2026 | May 01, 2026 |
| Destiny Wealth Partners, LLC | History | New | 880 | 141 | 0.02% | — | 175 | +880 | New | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 803 | 128 | 0.0% | 0.0% | 176 | +484 | 151.72% | Q1 2026 | Apr 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 767 | 123 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 716 | 114 | 0.0% | — | 178 | +716 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 711 | 111 | 0.0% | 0.0% | 179 | -65 | -8.38% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 684 | 109 | 0.08% | 0.08% | 180 | +1 | 0.15% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | Reduced | 644 | 103 | 0.0% | 0.0% | 182 | -10 | -1.53% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 646 | 103 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 640 | 102 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 611 | 98 | 0.0% | 0.0% | 184 | -301 | -33.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ADVISERS INC | History | New | 537 | 86 | 0.0% | — | 186 | +537 | New | Q1 2026 | May 08, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 537 | 86 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| First Pacific Financial | History | Added to | 532 | 85 | 0.01% | 0.01% | 187 | +1 | 0.19% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 508 | 81 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 480 | 77 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Reduced | 342 | 54 | 0.01% | 0.01% | 190 | -22 | -6.04% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 336 | 53 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 313 | 50 | 0.0% | 0.0% | 192 | +244 | 353.62% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | No change | 292 | 46 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 282 | 45 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 261 | 41 | 0.01% | — | 195 | +261 | New | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | No change | 244 | 39 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Missouri Trust & Investment Co | History | New | 185 | 29 | 0.01% | — | 197 | +185 | New | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 173 | 27 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ESL Trust Services, LLC | History | No change | 161 | 25 | 0.0% | 0.01% | 199 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 150 | 24 | 0.0% | — | 201 | +150 | New | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | New | 150 | 24 | 0.0% | — | 202 | +150 | New | Q1 2026 | Apr 06, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 150 | 24 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 140 | 22 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nova Wealth Management, Inc. | History | No change | 140 | 22 | 0.01% | 0.02% | 204 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 140 | 22 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 128 | 20 | 0.0% | 0.0% | 206 | +1 | 0.79% | Q1 2026 | May 13, 2026 |
| Costello Asset Management, INC | History | No change | 131 | 20 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 123 | 19 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Reduced | 108 | 17 | 0.0% | 0.03% | 209 | -12,937 | -99.17% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 112 | 17 | 0.0% | — | 211 | +112 | New | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 100 | 17 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| LRI Investments, LLC | History | No change | 83 | 13 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 78 | 12 | 0.0% | — | 213 | +78 | New | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 69 | 11 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | New | 63 | 10 | 0.0% | — | 215 | +63 | New | Q1 2026 | Apr 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 52 | 8 | 0.0% | — | 218 | +52 | New | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 56 | 8 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 56 | 8 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 42 | 7 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 46 | 7 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 29 | 4 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 23 | 3 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 17 | 2 | 0.0% | — | 226 | +17 | New | Q1 2026 | Apr 20, 2026 |
| Sterling Capital Management LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 9 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KM Capital Management Ltd. | History | Closed out | 0 | 0 | — | 6.78% | — | -77,787 | -100.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Closed out | 0 | 0 | — | 0.0% | — | -13,000 | -100.0% | Q1 2026 | May 12, 2026 |
| WIN ADVISORS, INC | History | Closed out | 0 | 0 | — | 0.81% | — | -11,217 | -100.0% | Q1 2026 | May 01, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,575 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,519 | -100.0% | Q1 2026 | May 01, 2026 |
| Andina Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -2,529 | -100.0% | Q1 2026 | Apr 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,213 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,487 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,264 | -100.0% | Q1 2026 | May 13, 2026 |
| Iowa State Bank | History | Closed out | 0 | 0 | — | 0.04% | — | -1,222 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Orca Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,214 | -100.0% | Q1 2026 | Apr 23, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,177 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 14, 2026 |
| HOWE & RUSLING INC | History | Closed out | 0 | 0 | — | 0.01% | — | -919 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -718 | -100.0% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -680 | -100.0% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -413 | -100.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -194 | -100.0% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5 | 0 | — | 0.0% | — | -38 | -88.37% | Q1 2026 | May 08, 2026 |
| MidAtlantic Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 07, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |
| Ankerstar Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |