iSHARES TRUST - IWN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,123,638 | 1,160,980 | 0.08% | 0.1% | 1 | -1,753,511 | -22.26% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,360,341 | 826,677 | 0.05% | 0.05% | 2 | +90,615 | 2.12% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,144,797 | 406,632 | 0.11% | 0.12% | 3 | -38,323 | -1.76% | Q1 2026 | May 04, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 1,545,718 | 285,679 | 2.18% | — | 4 | +1,545,718 | New | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 1,273,529 | 241,448 | 1.46% | 1.38% | 5 | +27,187 | 2.18% | Q1 2026 | May 05, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,200,694 | 227,639 | 0.88% | — | 6 | +1,200,694 | New | Q1 2026 | May 12, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Added to | 1,108,920 | 210,240 | 2.11% | 1.96% | 7 | +2,550 | 0.23% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,100,598 | 208,662 | 0.12% | 0.11% | 8 | -12,477 | -1.12% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 1,062,477 | 201,434 | 0.05% | 0.05% | 9 | -40,159 | -3.64% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 1,016,792 | 192,773 | 0.66% | 0.59% | 10 | -1,213 | -0.12% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 876,818 | 166,235 | 0.03% | 0.03% | 11 | -139,946 | -13.76% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 859,009 | 162,859 | 0.09% | 0.0% | 12 | +813,425 | 1784.45% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 839,340 | 159,130 | 0.02% | 0.02% | 13 | +33,477 | 4.15% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 793,547 | 150,448 | 0.21% | 0.19% | 14 | +915 | 0.12% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 727,598 | 137,945 | 0.02% | 0.02% | 15 | +15,489 | 2.18% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Reduced | 672,519 | 127,503 | 0.24% | 0.24% | 16 | -23,358 | -3.36% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 644,789 | 122,245 | 2.6% | 2.43% | 17 | +9,139 | 1.44% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 607,703 | 115,214 | 0.02% | 0.01% | 18 | -17,467 | -2.79% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 553,944 | 105,024 | 0.02% | 0.02% | 19 | +20,655 | 3.87% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 464,365 | 85,824 | 0.01% | 0.0% | 20 | +24,897 | 5.67% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 448,003 | 84,936 | 0.03% | 0.02% | 21 | +9,300 | 2.12% | Q1 2026 | May 14, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 428,929 | 81,320 | 9.34% | 8.07% | 22 | -3,378 | -0.78% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | Added to | 414,852 | 78,651 | 0.31% | 0.28% | 23 | +17,894 | 4.51% | Q1 2026 | May 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 390,279 | 73,992 | 1.47% | 1.28% | 24 | +3,587 | 0.93% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Reduced | 339,189 | 64,306 | 0.07% | 0.07% | 25 | -1,701 | -0.5% | Q1 2026 | May 14, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 321,684 | 60,988 | 1.36% | 1.29% | 26 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Reduced | 321,635 | 60,978 | 0.3% | 0.33% | 27 | -6,384 | -1.95% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 301,348 | 56,202 | 0.03% | 0.03% | 28 | +24,604 | 8.89% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 284,106 | 53,863 | 0.01% | 0.01% | 29 | +78,327 | 38.06% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 270,318 | 51,398 | 0.01% | 0.01% | 30 | +7,770 | 2.96% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 257,968 | 48,912 | 0.05% | 0.05% | 31 | -10,649 | -3.96% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Reduced | 257,584 | 48,835 | 0.28% | 0.27% | 32 | -842 | -0.33% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 250,563 | 47,504 | 0.05% | 0.05% | 33 | -22,172 | -8.13% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 243,933 | 46,246 | 0.57% | 0.57% | 34 | -357 | -0.15% | Q1 2026 | May 12, 2026 |
| AMG National Trust Bank | History | Reduced | 237,810 | 45,086 | 0.98% | 1.04% | 35 | -5,917 | -2.43% | Q1 2026 | May 04, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Reduced | 237,549 | 45,036 | 2.87% | 2.9% | 36 | -1,982 | -0.83% | Q1 2026 | Apr 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 233,132 | 44,216 | 0.13% | 0.23% | 37 | -236,312 | -50.34% | Q1 2026 | May 14, 2026 |
| Comprehensive Financial Management LLC | History | No change | 230,481 | 43,696 | 1.45% | 1.26% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 211,095 | 40,570 | 0.08% | 0.06% | 39 | -34,714 | -14.12% | Q1 2026 | Apr 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 212,189 | 40,228 | 0.07% | 0.07% | 40 | -69,135 | -24.57% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 199,452 | 38,472 | 0.43% | 0.41% | 41 | -2,514 | -1.24% | Q1 2026 | Apr 28, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 202,770 | 38,443 | 0.05% | 0.05% | 42 | -5,824 | -2.79% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 199,558 | 37,834 | 0.07% | 0.06% | 43 | +4,654 | 2.39% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 189,169 | 35,864 | 0.06% | 0.06% | 44 | -30,623 | -13.93% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 182,001 | 34,505 | 0.06% | 0.05% | 45 | +97,720 | 115.95% | Q1 2026 | May 01, 2026 |
| FMR LLC | History | Added to | 177,073 | 33,571 | 0.0% | 0.0% | 46 | +25,081 | 16.5% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 175,722 | 33,315 | 0.04% | 0.03% | 47 | +11,129 | 6.76% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 166,686 | 31,601 | 1.23% | 1.48% | 48 | -40,228 | -19.44% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Reduced | 159,270 | 30,122 | 0.04% | 0.04% | 49 | -8,974 | -5.33% | Q1 2026 | May 13, 2026 |
| COURIER CAPITAL LLC | History | Added to | 154,386 | 29,270 | 1.64% | 1.55% | 50 | +2,398 | 1.58% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 154,164 | 29,227 | 0.01% | 0.01% | 51 | -6,773 | -4.21% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 147,543 | 27,972 | 0.4% | 0.41% | 52 | +5,808 | 4.1% | Q1 2026 | Apr 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 143,250 | 27,158 | 0.22% | 0.23% | 53 | -12,294 | -7.9% | Q1 2026 | May 01, 2026 |
| WoodTrust Financial Corp | History | Reduced | 142,405 | 26,999 | 3.48% | 3.34% | 54 | -15,470 | -9.8% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 140,851 | 26,703 | 0.04% | 0.03% | 55 | -553 | -0.39% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Added to | 139,387 | 26,426 | 0.0% | 0.0% | 56 | +8,045 | 6.13% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 136,382 | 25,856 | 0.0% | 0.01% | 57 | -32,210 | -19.11% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 136,078 | 25,799 | 0.01% | 0.04% | 58 | -310,573 | -69.53% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 131,969 | 25,020 | 0.0% | 0.0% | 59 | +24,597 | 22.91% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 131,835 | 24,994 | 0.03% | 0.03% | 60 | -3,335 | -2.47% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 131,591 | 24,948 | 0.0% | 0.0% | 61 | +29,504 | 28.9% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 130,686 | 24,776 | 0.3% | 0.28% | 62 | -2,285 | -1.72% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 130,465 | 24,740 | 0.04% | 0.03% | 63 | +9,389 | 7.75% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 125,709 | 23,833 | 0.1% | 0.09% | 64 | -1,613 | -1.27% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 115,483 | 21,895 | 0.01% | 0.01% | 65 | -38,985 | -25.24% | Q1 2026 | May 04, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 115,437 | 21,885 | 7.54% | 7.12% | 66 | +1,289 | 1.13% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Reduced | 113,534 | 21,485 | 0.61% | 0.6% | 67 | -886 | -0.77% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 112,917 | 21,407 | 0.01% | 0.01% | 68 | -20,193 | -15.17% | Q1 2026 | May 18, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 110,561 | 21,326 | 0.44% | 0.44% | 69 | -3,131 | -2.75% | Q1 2026 | Apr 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 110,499 | 20,946 | 0.04% | 0.04% | 70 | -2,871 | -2.53% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 109,273 | 20,717 | 0.01% | 0.01% | 71 | -14,062 | -11.4% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 108,564 | 20,161 | 0.03% | 0.03% | 72 | -37,304 | -25.57% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 104,854 | 19,879 | 0.03% | 0.03% | 73 | -10,536 | -9.13% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 106,952 | 19,380 | 0.08% | 0.08% | 74 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Zhang Financial LLC | History | Reduced | 99,252 | 18,817 | 0.65% | 0.68% | 75 | -703 | -0.7% | Q1 2026 | May 06, 2026 |
| Elite Financial, Inc. | History | Added to | 96,411 | 18,278 | 8.19% | 7.94% | 76 | +87 | 0.09% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 95,660 | 18,136 | 0.01% | 0.02% | 77 | -100,520 | -51.24% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 94,085 | 17,838 | 0.56% | 0.18% | 78 | +63,470 | 207.32% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 92,497 | 17,537 | 0.13% | 0.13% | 79 | +96 | 0.1% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 91,585 | 17,363 | 0.03% | 0.03% | 80 | +2,012 | 2.25% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 91,271 | 17,304 | 0.13% | 0.26% | 81 | -119,430 | -56.68% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 90,807 | 17,216 | 0.02% | 0.0% | 82 | +88,665 | 4139.36% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 89,487 | 16,965 | 0.01% | 0.01% | 83 | +1,952 | 2.23% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 92,508 | 16,763 | 0.01% | 0.01% | 84 | -3,449 | -3.59% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 88,309 | 16,742 | 0.2% | 0.18% | 85 | -868 | -0.97% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 84,756 | 16,068 | 0.08% | 0.09% | 86 | -249 | -0.29% | Q1 2026 | May 04, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 83,735 | 15,875 | 0.28% | 0.28% | 87 | -6,824 | -7.54% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 81,688 | 15,487 | 0.08% | 0.08% | 88 | +20,543 | 33.6% | Q1 2026 | May 15, 2026 |
| ASPIRIANT, LLC | History | Reduced | 79,883 | 15,145 | 0.43% | 0.43% | 89 | -2,532 | -3.07% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Reduced | 79,742 | 15,118 | 0.11% | 0.12% | 90 | -371 | -0.46% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 76,402 | 14,485 | 0.0% | 0.0% | 91 | +29,654 | 63.43% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 76,058 | 14,419 | 0.04% | 0.03% | 92 | +17,879 | 30.73% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 75,947 | 14,398 | 0.11% | 0.11% | 93 | -1,533 | -1.98% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 73,836 | 13,998 | 0.0% | 0.0% | 94 | +19,661 | 36.29% | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 71,528 | 13,560 | 0.1% | 0.1% | 95 | -789 | -1.09% | Q1 2026 | May 12, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 70,605 | 13,386 | 5.42% | 5.49% | 96 | +275 | 0.39% | Q1 2026 | Apr 28, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 69,913 | 13,254 | 0.04% | 0.09% | 97 | -79,837 | -53.31% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 68,975 | 13,076 | 0.01% | 0.01% | 98 | +32,478 | 88.99% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 68,799 | 13,048 | 0.01% | 0.01% | 99 | -7,247 | -9.53% | Q1 2026 | May 12, 2026 |
| Strategic Equity Management | History | New | 68,553 | 12,997 | 4.89% | — | 100 | +68,553 | New | Q1 2026 | Apr 21, 2026 |
| BAILARD, INC. | History | Reduced | 67,723 | 12,839 | 0.3% | 0.28% | 101 | -1,442 | -2.08% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 66,970 | 12,696 | 0.77% | 1.2% | 102 | -2,681,385 | -97.56% | Q1 2026 | May 12, 2026 |
| ARIEL INVESTMENTS, LLC | History | Added to | 65,455 | 12,409 | 0.14% | 0.07% | 103 | +32,136 | 96.45% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 65,114 | 12,345 | 0.01% | 0.01% | 104 | +957 | 1.49% | Q1 2026 | May 07, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | Added to | 62,635 | 11,874 | 0.74% | 0.51% | 105 | +9,635 | 18.18% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 61,728 | 11,703 | 0.3% | 0.06% | 106 | +48,445 | 364.71% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 60,964 | 11,558 | 0.05% | 0.04% | 107 | +7,458 | 13.94% | Q1 2026 | May 15, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 60,923 | 11,550 | 4.26% | 4.01% | 108 | -307 | -0.5% | Q1 2026 | Apr 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 60,099 | 11,394 | 0.9% | 0.82% | 109 | -365 | -0.6% | Q1 2026 | Apr 23, 2026 |
| STEPHENS INC /AR/ | History | Added to | 59,173 | 11,218 | 0.14% | 0.12% | 110 | +5,879 | 11.03% | Q1 2026 | Apr 28, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 60,548 | 11,191 | 6.56% | 6.19% | 111 | -1,579 | -2.54% | Q1 2026 | Apr 01, 2026 |
| FIRST HORIZON CORP | History | Added to | 58,451 | 11,081 | 0.46% | 0.44% | 112 | +3,773 | 6.9% | Q1 2026 | Apr 30, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 56,530 | 10,717 | 0.53% | 0.53% | 113 | -1,256 | -2.17% | Q1 2026 | Apr 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 56,411 | 10,693 | 0.11% | 0.13% | 114 | -3,174 | -5.33% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 56,346 | 10,682 | 0.05% | 0.05% | 115 | -1,784 | -3.07% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Added to | 55,444 | 10,515 | 0.37% | 0.11% | 116 | +37,229 | 204.39% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 54,781 | 10,385 | 0.03% | 0.03% | 117 | +81 | 0.15% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 54,460 | 10,325 | 0.04% | 0.04% | 118 | -3,531 | -6.09% | Q1 2026 | Apr 24, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 54,177 | 10,271 | 0.01% | 0.0% | 119 | +43,603 | 412.36% | Q1 2026 | May 15, 2026 |
| Corundum Group, Inc. | History | Reduced | 53,508 | 10,144 | 3.39% | 3.28% | 120 | -361 | -0.67% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 53,328 | 10,110 | 0.04% | 0.04% | 121 | -881 | -1.63% | Q1 2026 | Apr 30, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 53,247 | 10,095 | 1.24% | 1.23% | 122 | -2,169 | -3.91% | Q1 2026 | Apr 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 55,496 | 10,056 | 0.06% | 0.03% | 123 | +31,577 | 132.02% | Q1 2026 | May 15, 2026 |
| Navigation Group, LLC | History | New | 52,684 | 9,988 | 2.34% | — | 124 | +52,684 | New | Q1 2026 | May 05, 2026 |
| Marion Wealth Management | History | Reduced | 52,080 | 9,873 | 2.19% | 2.29% | 125 | -716 | -1.36% | Q1 2026 | May 12, 2026 |
| Royal Fund Management, LLC | History | New | 39,407 | 9,804 | 0.93% | — | 126 | +39,407 | New | Q1 2026 | May 19, 2026 |
| CIBC Bancorp USA Inc. | History | New | 51,196 | 9,706 | 0.01% | — | 127 | +51,196 | New | Q1 2026 | May 12, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | New | 50,500 | 9,574 | 1.21% | — | 128 | +50,500 | New | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 52,470 | 9,508 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 49,596 | 9,402 | 0.29% | 0.01% | 130 | +48,506 | 4450.09% | Q1 2026 | May 15, 2026 |
| Viewpoint Capital Management LLC | History | Added to | 48,249 | 9,147 | 4.27% | 3.73% | 131 | +683 | 1.44% | Q1 2026 | Apr 17, 2026 |
| HB Wealth Management, LLC | History | Added to | 47,166 | 8,942 | 0.06% | 0.06% | 132 | +126 | 0.27% | Q1 2026 | Apr 27, 2026 |
| Idaho Trust Co | History | Added to | 44,796 | 8,492 | 2.76% | 2.01% | 133 | +11,275 | 33.64% | Q1 2026 | May 08, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 43,595 | 8,265 | 0.11% | 0.1% | 134 | -944 | -2.12% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 43,400 | 8,228 | 0.0% | 0.0% | 135 | +42,500 | 4722.22% | Q1 2026 | May 04, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 39,181 | 8,139 | 1.35% | 0.57% | 136 | +21,692 | 124.03% | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 39,181 | 8,049 | 0.14% | 0.13% | 137 | +582 | 1.51% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 42,210 | 8,002 | 0.01% | 0.01% | 138 | +1,873 | 4.64% | Q1 2026 | May 15, 2026 |
| CM WEALTH ADVISORS LLC | History | Added to | 41,123 | 7,796 | 1.66% | 1.49% | 139 | +4,802 | 13.22% | Q1 2026 | May 08, 2026 |
| Baker Avenue Asset Management, LP | History | New | 41,106 | 7,793 | 0.18% | — | 140 | +41,106 | New | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 40,389 | 7,657 | 0.04% | 0.04% | 141 | +1,243 | 3.18% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Reduced | 39,792 | 7,544 | 0.21% | 0.23% | 142 | -1,501 | -3.63% | Q1 2026 | May 12, 2026 |
| LWM ADVISORS INC | History | Added to | 38,781 | 7,352 | 6.38% | 6.08% | 143 | +622 | 1.63% | Q1 2026 | Apr 10, 2026 |
| United Asset Strategies, Inc. | History | Added to | 38,671 | 7,331 | 0.58% | 0.54% | 144 | +56 | 0.15% | Q1 2026 | Apr 29, 2026 |
| OFS Enterprise LLC | History | New | 38,307 | 7,262 | 2.13% | — | 145 | +38,307 | New | Q1 2026 | Apr 09, 2026 |
| Boston Partners | History | Reduced | 37,825 | 7,173 | 0.01% | 0.01% | 146 | -27,284 | -41.91% | Q1 2026 | May 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 37,426 | 7,095 | 0.07% | 0.04% | 147 | +15,764 | 72.77% | Q1 2026 | May 12, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 36,972 | 7,009 | 4.74% | 4.46% | 148 | -351 | -0.94% | Q1 2026 | May 04, 2026 |
| MONEYWISE, INC. | History | New | 36,154 | 6,854 | 2.99% | — | 149 | +36,154 | New | Q1 2026 | Apr 27, 2026 |
| Oldfather Financial Services, LLC | History | No change | 37,564 | 6,806 | 2.03% | 2.03% | 150 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 37,480 | 6,791 | 1.33% | 1.33% | 151 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 35,817 | 6,790 | 0.01% | 0.01% | 152 | +1,095 | 3.15% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 35,656 | 6,760 | 0.03% | 0.02% | 153 | -6,303 | -15.02% | Q1 2026 | May 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 35,235 | 6,680 | 1.75% | 1.63% | 154 | +942 | 2.75% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 34,823 | 6,602 | 0.1% | 0.12% | 155 | +2,284 | 7.02% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Reduced | 34,791 | 6,596 | 0.08% | 0.15% | 156 | -21,706 | -38.42% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 34,460 | 6,533 | 0.42% | 1.16% | 157 | -104,081 | -75.13% | Q1 2026 | May 08, 2026 |
| Independent Family Office, LLC | History | Reduced | 34,403 | 6,522 | 2.68% | 2.62% | 158 | -194 | -0.56% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 33,553 | 6,361 | 0.12% | 0.06% | 159 | +14,844 | 79.34% | Q1 2026 | Apr 22, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 32,939 | 6,245 | 0.21% | 0.2% | 160 | -215 | -0.65% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 32,249 | 6,130 | 0.02% | 0.06% | 161 | -22,618 | -41.22% | Q1 2026 | May 12, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 32,199 | 6,104 | 0.0% | 0.01% | 162 | -22,616 | -41.26% | Q1 2026 | May 11, 2026 |
| XML Financial, LLC | History | Reduced | 32,086 | 6,083 | 0.49% | 0.48% | 163 | -107 | -0.33% | Q1 2026 | Apr 16, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 31,936 | 6,054 | 0.46% | 0.46% | 164 | +259 | 0.82% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Added to | 30,822 | 5,843 | 0.07% | 0.06% | 165 | +774 | 2.58% | Q1 2026 | Apr 16, 2026 |
| Brooklyn FI, LLC | History | Reduced | 30,761 | 5,831 | 1.23% | 1.25% | 166 | -1,438 | -4.47% | Q1 2026 | May 11, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 30,585 | 5,798 | 0.16% | 0.16% | 167 | -1,530 | -4.76% | Q1 2026 | May 04, 2026 |
| Facet Wealth, Inc. | History | Reduced | 30,277 | 5,740 | 0.1% | 0.12% | 168 | -5,224 | -14.72% | Q1 2026 | May 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 30,083 | 5,703 | 0.06% | 0.05% | 169 | +4,239 | 16.4% | Q1 2026 | May 13, 2026 |
| McLean Asset Management Corp | History | Reduced | 29,699 | 5,630 | 0.99% | 1.03% | 170 | -51 | -0.17% | Q1 2026 | Apr 22, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 30,911 | 5,601 | 0.03% | 0.03% | 171 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 28,800 | 5,460 | 3.36% | 3.36% | 172 | +876 | 3.14% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 28,796 | 5,459 | 0.02% | 0.01% | 173 | -4,402 | -13.26% | Q1 2026 | May 04, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 28,684 | 5,438 | 0.52% | 0.5% | 174 | +72 | 0.25% | Q1 2026 | May 13, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 28,273 | 5,360 | 0.02% | 0.0% | 175 | +26,651 | 1643.09% | Q1 2026 | May 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 28,230 | 5,352 | 1.29% | 1.26% | 176 | +1,596 | 5.99% | Q1 2026 | Apr 24, 2026 |
| MidFirst Bank | History | Reduced | 28,227 | 5,351 | 0.44% | 0.42% | 177 | -1,080 | -3.69% | Q1 2026 | May 15, 2026 |
| InvesTrust | History | Added to | 28,204 | 5,347 | 2.25% | 1.97% | 178 | +82 | 0.29% | Q1 2026 | Apr 07, 2026 |
| WESBANCO BANK INC | History | Reduced | 27,363 | 5,187 | 0.14% | 0.14% | 179 | -1,000 | -3.53% | Q1 2026 | Apr 21, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 27,155 | 5,148 | 0.32% | 0.45% | 180 | -18,478 | -40.49% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 26,855 | 5,091 | 0.27% | 0.27% | 181 | -285 | -1.05% | Q1 2026 | May 06, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 26,281 | 4,982 | 0.07% | 0.07% | 182 | -59 | -0.22% | Q1 2026 | May 12, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 26,165 | 4,960 | 3.97% | 3.96% | 183 | -187 | -0.71% | Q1 2026 | May 04, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 25,728 | 4,877 | 4.65% | 3.63% | 184 | +5,181 | 25.22% | Q1 2026 | May 04, 2026 |
| Noble Family Wealth, LLC | History | No change | 25,703 | 4,873 | 1.01% | 0.98% | 185 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 25,508 | 4,836 | 0.01% | 0.02% | 186 | -5,610 | -18.03% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 24,813 | 4,704 | 0.01% | 0.01% | 187 | -397 | -1.57% | Q1 2026 | Apr 30, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 24,627 | 4,668 | 1.48% | 1.39% | 188 | +53 | 0.22% | Q1 2026 | Apr 27, 2026 |
| BOKF, NA | History | Reduced | 23,258 | 4,409 | 0.07% | 0.08% | 189 | -4,734 | -16.91% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 24,219 | 4,388 | 0.08% | 0.08% | 190 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 23,060 | 4,371 | 0.07% | 0.08% | 191 | -306 | -1.31% | Q1 2026 | May 18, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 22,926 | 4,346 | 0.91% | 0.83% | 192 | +1,986 | 9.48% | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 22,886 | 4,338 | 3.7% | 3.86% | 194 | +722 | 3.26% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 22,885 | 4,338 | 0.33% | 0.31% | 193 | +242 | 1.07% | Q1 2026 | May 13, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 22,778 | 4,318 | 3.35% | 3.35% | 195 | +109 | 0.48% | Q1 2026 | Apr 07, 2026 |
| CITY HOLDING CO | History | Reduced | 22,370 | 4,241 | 0.53% | 0.51% | 196 | -510 | -2.23% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 21,605 | 4,096 | 0.02% | 0.02% | 197 | -2,161 | -9.09% | Q1 2026 | Apr 24, 2026 |
| Bare Financial Services, Inc | History | Reduced | 21,335 | 4,044 | 1.07% | 1.12% | 198 | -803 | -3.63% | Q1 2026 | May 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 20,676 | 3,919 | 0.59% | 0.59% | 199 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 20,507 | 3,887 | 0.05% | 0.08% | 200 | -14,500 | -41.42% | Q1 2026 | May 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 20,476 | 3,882 | 0.01% | 0.01% | 201 | +3,943 | 23.85% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 20,285 | 3,869 | 0.04% | 0.02% | 202 | +7,928 | 64.16% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 20,403 | 3,868 | 0.09% | 0.08% | 203 | +2,340 | 12.95% | Q1 2026 | May 04, 2026 |
| Atlas Brown,Inc. | History | Reduced | 20,081 | 3,807 | 1.15% | 1.09% | 204 | -176 | -0.87% | Q1 2026 | Apr 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 19,929 | 3,778 | 0.05% | 0.04% | 205 | +2,303 | 13.07% | Q1 2026 | Apr 20, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 19,900 | 3,772 | 0.4% | 0.07% | 206 | +17,038 | 595.32% | Q1 2026 | Apr 23, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 19,889 | 3,770 | 0.11% | 0.11% | 207 | -7 | -0.04% | Q1 2026 | May 04, 2026 |
| Merit Financial Group, LLC | History | Added to | 19,124 | 3,625 | 0.03% | 0.02% | 208 | +8,142 | 74.14% | Q1 2026 | Apr 15, 2026 |
| Midwest Professional Planners, LTD. | History | New | 18,868 | 3,577 | 0.84% | — | 209 | +18,868 | New | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 18,576 | 3,521 | 0.03% | 0.01% | 210 | +11,637 | 167.7% | Q1 2026 | May 15, 2026 |
| BBR PARTNERS, LLC | History | No change | 18,449 | 3,497 | 0.2% | 0.18% | 211 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 18,421 | 3,492 | 0.88% | 0.89% | 212 | -314 | -1.68% | Q1 2026 | Apr 10, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 18,365 | 3,481 | 1.23% | 1.25% | 213 | -656 | -3.45% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 18,165 | 3,443 | 0.08% | 0.08% | 214 | +1,031 | 6.02% | Q1 2026 | May 15, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 17,844 | 3,383 | 0.47% | 0.5% | 215 | -1,507 | -7.79% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 17,749 | 3,364 | 0.03% | 0.03% | 216 | -24 | -0.14% | Q1 2026 | May 08, 2026 |
| Sierra Capital LLC | History | Reduced | 17,739 | 3,363 | 0.37% | 0.43% | 217 | -4,753 | -21.13% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 17,683 | 3,352 | 0.0% | 0.01% | 218 | -54,882 | -75.63% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 17,308 | 3,281 | 0.0% | 0.0% | 219 | -5,501 | -24.12% | Q1 2026 | May 14, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 17,194 | 3,259 | 1.16% | 1.12% | 220 | -439 | -2.49% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Reduced | 16,924 | 3,208 | 0.01% | 0.01% | 221 | -9,224 | -35.28% | Q1 2026 | May 06, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 16,866 | 3,197 | 0.13% | 0.13% | 222 | -592 | -3.39% | Q1 2026 | Apr 21, 2026 |
| Visionary Wealth Advisors | History | Reduced | 16,517 | 3,131 | 0.14% | 0.14% | 223 | -107 | -0.64% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Added to | 16,405 | 3,110 | 0.04% | 0.04% | 224 | +219 | 1.35% | Q1 2026 | May 01, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 16,126 | 3,057 | 0.06% | 0.06% | 225 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TICINO WEALTH | History | Reduced | 13,585 | 3,047 | 1.06% | 1.02% | 226 | -1,580 | -10.42% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 15,876 | 3,009 | 0.02% | 0.01% | 227 | +2,844 | 21.82% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 15,830 | 3,001 | 0.05% | 0.05% | 228 | -769 | -4.63% | Q1 2026 | May 04, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 15,728 | 2,981 | 0.12% | 0.1% | 229 | +1,237 | 8.54% | Q1 2026 | May 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 15,660 | 2,968 | 0.09% | 0.08% | 230 | +1,055 | 7.22% | Q1 2026 | Apr 24, 2026 |
| Finley Financial, LLC | History | No change | 15,540 | 2,946 | 1.38% | 1.29% | 231 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Asset Management Group, Inc. | History | Added to | 15,429 | 2,925 | 0.47% | 0.45% | 232 | +39 | 0.25% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 15,412 | 2,922 | 0.04% | 0.03% | 233 | +4,052 | 35.67% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 14,132 | 2,919 | 0.04% | 0.03% | 234 | -372 | -2.56% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 15,315 | 2,903 | 0.01% | 0.0% | 235 | +9,095 | 146.22% | Q1 2026 | May 14, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Added to | 15,315 | 2,903 | 0.14% | 0.08% | 236 | +5,425 | 54.85% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 15,299 | 2,900 | 0.02% | 0.01% | 237 | +2,588 | 20.36% | Q1 2026 | May 13, 2026 |
| Wealth Architects, LLC | History | No change | 14,890 | 2,823 | 0.25% | 0.24% | 238 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 14,849 | 2,815 | 0.03% | 0.04% | 239 | -1,944 | -11.58% | Q1 2026 | May 06, 2026 |
| Kelsey Financial, LLC | History | Reduced | 14,711 | 2,789 | 2.44% | 2.4% | 240 | -682 | -4.43% | Q1 2026 | May 06, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 13,245 | 2,749 | 1.09% | 1.06% | 241 | -308 | -2.27% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 14,332 | 2,717 | 0.02% | 0.01% | 242 | +461 | 3.32% | Q1 2026 | Apr 30, 2026 |
| Klingman & Associates, LLC | History | No change | 14,297 | 2,710 | 0.13% | 0.12% | 243 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SANDERS MORRIS HARRIS LLC | History | New | 14,200 | 2,692 | 0.43% | — | 244 | +14,200 | New | Q1 2026 | Apr 09, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,143 | 2,681 | 0.01% | 0.01% | 245 | +379 | 2.75% | Q1 2026 | Apr 22, 2026 |
| Alamar Capital Management, LLC | History | Reduced | 13,934 | 2,641 | 1.61% | 1.51% | 246 | -1,135 | -7.53% | Q1 2026 | May 13, 2026 |
| Roundview Capital LLC | History | Reduced | 13,726 | 2,602 | 0.16% | 0.16% | 247 | -237 | -1.7% | Q1 2026 | May 08, 2026 |
| SVB WEALTH LLC | History | Reduced | 13,563 | 2,571 | 0.17% | 0.16% | 248 | -1,120 | -7.63% | Q1 2026 | Apr 17, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 13,507 | 2,560 | 0.44% | 0.57% | 249 | -4,475 | -24.89% | Q1 2026 | Apr 15, 2026 |
| Hardy Reed LLC | History | No change | 13,312 | 2,523 | 0.18% | 0.17% | 250 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 13,283 | 2,518 | 0.14% | 0.13% | 251 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 13,222 | 2,506 | 0.13% | 0.1% | 252 | +2,262 | 20.64% | Q1 2026 | May 04, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 13,211 | 2,504 | 0.07% | 0.06% | 253 | -1,201 | -8.33% | Q1 2026 | Apr 21, 2026 |
| LMG Wealth Partners, LLC | History | No change | 13,166 | 2,496 | 0.45% | 0.44% | 254 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Reduced | 12,908 | 2,475 | 0.01% | 0.02% | 255 | -4,546 | -26.05% | Q1 2026 | May 15, 2026 |
| BHK Investment Advisors, LLC | History | Added to | 12,968 | 2,458 | 0.82% | 0.77% | 256 | +76 | 0.59% | Q1 2026 | Apr 29, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 12,917 | 2,448 | 0.14% | 0.11% | 257 | +3,349 | 35.0% | Q1 2026 | Apr 29, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 12,833 | 2,433 | 0.7% | 0.71% | 258 | -400 | -3.02% | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 12,786 | 2,424 | 0.18% | 0.16% | 259 | -16 | -0.12% | Q1 2026 | May 07, 2026 |
| Allegheny Financial Group | History | Added to | 12,657 | 2,399 | 0.32% | 0.33% | 260 | +283 | 2.29% | Q1 2026 | Apr 16, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 12,933 | 2,390 | 0.07% | 0.07% | 261 | -350 | -2.63% | Q1 2026 | May 11, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 12,588 | 2,386 | 0.17% | 0.16% | 262 | +110 | 0.88% | Q1 2026 | May 15, 2026 |
| Penobscot Investment Management Company, Inc. | History | Added to | 12,412 | 2,353 | 0.18% | 0.17% | 263 | +80 | 0.65% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 12,361 | 2,343 | 0.15% | 0.15% | 264 | -238 | -1.89% | Q1 2026 | Apr 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 12,328 | 2,337 | 0.27% | 0.31% | 265 | -2,877 | -18.92% | Q1 2026 | May 11, 2026 |
| Towerpoint Wealth, LLC | History | Added to | 12,209 | 2,314 | 0.93% | 0.88% | 266 | +1 | 0.01% | Q1 2026 | Apr 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 12,091 | 2,292 | 0.04% | 0.04% | 267 | +254 | 2.15% | Q1 2026 | May 07, 2026 |
| SkyOak Wealth, LLC | History | Added to | 12,069 | 2,288 | 0.42% | 0.39% | 268 | +48 | 0.4% | Q1 2026 | Apr 30, 2026 |
| Performa Ltd (US), LLC | History | No change | 11,999 | 2,274 | 0.51% | 0.55% | 269 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 11,938 | 2,263 | 0.01% | 0.01% | 270 | -588 | -4.69% | Q1 2026 | May 05, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11,858 | 2,248 | 0.06% | 0.06% | 271 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 11,852 | 2,247 | 0.94% | 0.9% | 272 | +29 | 0.25% | Q1 2026 | Apr 07, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 11,599 | 2,199 | 0.06% | 0.06% | 273 | -357 | -2.99% | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Reduced | 11,275 | 2,137 | 0.1% | 0.1% | 274 | -1,124 | -9.07% | Q1 2026 | May 08, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 11,752 | 2,129 | 0.14% | 0.14% | 275 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Pointe Capital Management LLC | History | Added to | 11,198 | 2,123 | 1.05% | 0.99% | 276 | +182 | 1.65% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,956 | 2,077 | 0.0% | 0.0% | 277 | +3,917 | 55.65% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 10,760 | 2,039 | 0.02% | 0.03% | 278 | -3,212 | -22.99% | Q1 2026 | Apr 20, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 9,609 | 2,033 | 0.04% | 0.04% | 279 | +1,169 | 13.85% | Q1 2026 | May 11, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Reduced | 10,717 | 2,032 | 1.33% | 1.3% | 280 | -379 | -3.42% | Q1 2026 | Apr 28, 2026 |
| Horizon Investments, LLC | History | Added to | 10,682 | 2,025 | 0.02% | 0.01% | 281 | +4,783 | 81.08% | Q1 2026 | May 14, 2026 |
| Falcon Wealth Planning | History | Reduced | 10,658 | 2,020 | 0.14% | 0.2% | 282 | -2,224 | -17.26% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 10,639 | 2,017 | 0.05% | 0.05% | 283 | -231 | -2.13% | Q1 2026 | Apr 30, 2026 |
| JMG Financial Group, Ltd. | History | No change | 10,599 | 2,009 | 0.06% | 0.05% | 284 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Added to | 10,574 | 2,004 | 0.93% | 0.84% | 285 | +509 | 5.06% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 10,498 | 1,990 | 0.01% | 0.01% | 286 | -2,734 | -20.66% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 10,446 | 1,980 | 0.0% | 0.0% | 287 | -1,208 | -10.37% | Q1 2026 | May 11, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 10,410 | 1,973 | 0.04% | 0.04% | 288 | -399 | -3.69% | Q1 2026 | May 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Added to | 10,369 | 1,965 | 0.44% | 0.42% | 289 | +400 | 4.01% | Q1 2026 | Apr 22, 2026 |
| Villanova Investment Management Co LLC | History | New | 10,338 | 1,959 | 2.01% | — | 290 | +10,338 | New | Q1 2026 | May 08, 2026 |
| Addison Capital Co | History | New | 10,331 | 1,958 | 0.35% | — | 291 | +10,331 | New | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | Added to | 10,192 | 1,932 | 0.02% | 0.01% | 292 | +7,759 | 318.91% | Q1 2026 | May 12, 2026 |
| Squire Investment Management Company, LLC | History | Added to | 10,152 | 1,924 | 0.53% | 0.48% | 293 | +1,319 | 14.93% | Q1 2026 | Apr 24, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 10,056 | 1,906 | 0.06% | 0.08% | 295 | -4,116 | -29.04% | Q1 2026 | May 13, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 10,076 | 1,906 | 0.0% | 0.0% | 294 | -3,761 | -27.18% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | No change | 10,039 | 1,903 | 0.11% | 0.1% | 296 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 10,023 | 1,900 | 0.04% | 0.03% | 297 | -27 | -0.27% | Q1 2026 | May 12, 2026 |
| Vawter Financial, Ltd. | History | Reduced | 10,019 | 1,899 | 0.8% | 0.84% | 298 | -1,014 | -9.19% | Q1 2026 | May 15, 2026 |
| Weinberger Asset Management, Inc | History | Reduced | 9,983 | 1,892 | 0.71% | 0.82% | 299 | -2,648 | -20.96% | Q1 2026 | May 08, 2026 |
| VANGUARD GROUP INC | History | No change | 10,426 | 1,889 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |