iSHARES TRUST - IWO
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 | 3,472,005 | 1,089,549 | 0.08% | 0.1% | 1 | -679,223 | -16.36% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,753,342 | 864,026 | 0.05% | 0.05% | 2 | +133,971 | 5.11% | Q1 2026 | May 15, 2026 |
| BARINGS LLC | History | Reduced | 1,608,750 | 484,265 | 7.82% | 9.95% | 3 | -49,000 | -2.96% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,096,991 | 344,246 | 0.09% | 0.11% | 4 | -24,701 | -2.2% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 957,906 | 300,600 | 0.03% | 0.04% | 5 | -8,116 | -0.84% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 935,475 | 293,561 | 6.25% | 6.27% | 6 | +13,806 | 1.5% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 730,324 | 229,183 | 0.04% | 0.05% | 7 | -46,750 | -6.02% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 616,540 | 193,476 | 0.11% | 0.11% | 8 | +3,350 | 0.55% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 576,867 | 181,026 | 0.05% | 0.05% | 9 | +4,173 | 0.73% | Q1 2026 | May 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 575,822 | 180,698 | 0.69% | — | 10 | +575,822 | New | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 544,695 | 170,930 | 1.04% | 1.05% | 11 | +12,173 | 2.29% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 523,116 | 164,159 | 0.02% | 0.03% | 12 | +1,084 | 0.21% | Q1 2026 | May 05, 2026 |
| Cohen Klingenstein LLC | History | Reduced | 492,683 | 154,608 | 5.0% | 5.07% | 13 | -24,105 | -4.66% | Q1 2026 | Apr 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 466,740 | 140,498 | 1.07% | — | 14 | +466,740 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 433,239 | 135,893 | 0.04% | 0.04% | 15 | +43,667 | 11.21% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 432,478 | 135,715 | 0.19% | 0.19% | 16 | -16,903 | -3.76% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 430,460 | 135,082 | 0.02% | 0.02% | 17 | -21,010 | -4.65% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 415,194 | 130,291 | 0.06% | 0.03% | 18 | +192,685 | 86.6% | Q1 2026 | May 11, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 410,500 | 128,819 | 0.21% | 0.18% | 19 | +69,000 | 20.2% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 374,869 | 117,637 | 0.02% | 0.02% | 20 | -4,678 | -1.23% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 386,157 | 116,241 | 0.01% | 0.01% | 21 | -105,568 | -21.47% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 357,770 | 112,272 | 0.01% | 0.01% | 22 | +52,080 | 17.04% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 348,576 | 109,386 | 0.37% | 0.37% | 23 | -5,741 | -1.62% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 343,304 | 107,732 | 0.05% | 0.05% | 24 | +3,960 | 1.17% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 265,635 | 83,358 | 0.4% | 0.46% | 25 | +7,305 | 2.83% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 242,597 | 76,128 | 0.11% | 0.11% | 26 | -16,990 | -6.55% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 238,068 | 74,708 | 0.15% | 0.16% | 27 | -16,125 | -6.34% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 230,267 | 72,259 | 0.08% | 0.09% | 28 | -12,130 | -5.0% | Q1 2026 | May 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 224,148 | 70,340 | 1.4% | 1.32% | 29 | +1,127 | 0.51% | Q1 2026 | Apr 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 214,635 | 69,329 | 0.02% | 0.02% | 30 | -2,867 | -1.32% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 206,852 | 64,912 | 0.01% | 0.01% | 31 | -11,791 | -5.39% | Q1 2026 | May 05, 2026 |
| Pacific Life Fund Advisors LLC | History | Added to | 202,351 | 63,499 | 7.29% | 4.74% | 32 | +59,883 | 42.03% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Reduced | 175,424 | 55,049 | 0.04% | 0.04% | 33 | -8,613 | -4.68% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 174,091 | 54,631 | 0.09% | 0.1% | 34 | -43,517 | -20.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 166,044 | 52,106 | 0.05% | 0.05% | 35 | -4,592 | -2.69% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 162,958 | 51,137 | 0.06% | 0.06% | 36 | +3,015 | 1.89% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 160,455 | 50,228 | 0.01% | 0.01% | 37 | +7,967 | 5.22% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 151,451 | 47,526 | 0.03% | 0.03% | 38 | +24,268 | 19.08% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 149,885 | 46,084 | 0.02% | 0.02% | 39 | +35,493 | 31.03% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 145,834 | 45,764 | 0.17% | 0.17% | 40 | -281 | -0.19% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 136,407 | 43,426 | 0.09% | 0.08% | 41 | -43,161 | -24.04% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 136,422 | 42,811 | 0.08% | 0.08% | 42 | +717 | 0.53% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 132,548 | 41,594 | 0.18% | 0.19% | 43 | -6,782 | -4.87% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 125,396 | 39,350 | 0.07% | 0.05% | 44 | +76,065 | 154.19% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 121,528 | 38,137 | 0.15% | 0.17% | 45 | -17,444 | -12.55% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 119,987 | 37,653 | 0.05% | 0.05% | 46 | -3,213 | -2.61% | Q1 2026 | Apr 27, 2026 |
| CHOREO, LLC | History | Reduced | 113,231 | 35,529 | 0.44% | 0.47% | 47 | -205 | -0.18% | Q1 2026 | May 12, 2026 |
| Focus Partners Wealth | History | Reduced | 108,191 | 33,951 | 0.04% | 0.04% | 48 | -2,232 | -2.02% | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 106,920 | 33,552 | 0.19% | 0.18% | 49 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 103,350 | 32,432 | 0.18% | 0.19% | 50 | +5 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 94,219 | 29,584 | 0.04% | 0.07% | 51 | -48,578 | -34.02% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 91,838 | 28,820 | 0.44% | 0.4% | 52 | +7,794 | 9.27% | Q1 2026 | May 01, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 88,846 | 27,880 | 0.09% | 0.1% | 53 | -3,742 | -4.04% | Q1 2026 | May 14, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 82,409 | 25,860 | 0.19% | 0.2% | 54 | -6,163 | -6.96% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 77,957 | 25,180 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 79,892 | 25,071 | 0.19% | 0.2% | 56 | -2,793 | -3.38% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 79,550 | 24,962 | 0.04% | 0.05% | 57 | +275 | 0.35% | Q1 2026 | May 14, 2026 |
| WoodTrust Financial Corp | History | Reduced | 78,777 | 24,721 | 3.19% | 3.33% | 58 | -9,531 | -10.79% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 78,284 | 24,566 | 0.01% | 0.01% | 59 | -569 | -0.72% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 75,549 | 23,717 | 0.02% | 0.03% | 60 | -22,016 | -22.57% | Q1 2026 | May 12, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 75,294 | 23,628 | 1.51% | 1.61% | 61 | +435 | 0.58% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 72,950 | 22,896 | 0.02% | 0.03% | 62 | +67 | 0.09% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 72,445 | 22,734 | 0.03% | 0.03% | 63 | +4,654 | 6.87% | Q1 2026 | May 15, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 72,425 | 22,727 | 11.8% | 12.33% | 64 | -1,375 | -1.86% | Q1 2026 | Apr 27, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Added to | 70,677 | 22,179 | 0.47% | 0.38% | 65 | +8,779 | 14.18% | Q1 2026 | May 06, 2026 |
| GTS SECURITIES LLC | History | Added to | 69,271 | 21,749 | 0.77% | 0.13% | 66 | +57,595 | 493.28% | Q1 2026 | May 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Added to | 68,531 | 21,505 | 5.62% | 5.68% | 67 | +1,658 | 2.48% | Q1 2026 | May 01, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 64,549 | 20,256 | 0.79% | 0.8% | 68 | +5,021 | 8.43% | Q1 2026 | May 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 64,400 | 20,209 | 0.06% | 0.06% | 69 | -8,289 | -11.4% | Q1 2026 | May 04, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 62,141 | 19,500 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 61,656 | 19,347 | 0.02% | 0.02% | 71 | -2,574 | -4.01% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 61,400 | 19,267 | 0.01% | — | 72 | +61,400 | New | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 61,280 | 19,230 | 0.07% | 0.08% | 73 | +873 | 1.45% | Q1 2026 | Apr 30, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 61,157 | 19,191 | 6.62% | 6.71% | 74 | +823 | 1.36% | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | Added to | 61,150 | 19,189 | 0.8% | 0.77% | 75 | +8,145 | 15.37% | Q1 2026 | Apr 30, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 60,860 | 19,098 | 0.74% | 0.84% | 76 | -4,737 | -7.22% | Q1 2026 | Apr 10, 2026 |
| BlackRock, Inc. | History | Reduced | 59,742 | 18,747 | 0.0% | 0.0% | 77 | -10,557 | -15.02% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 58,667 | 18,410 | 0.0% | 0.0% | 78 | +28,532 | 94.68% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 57,516 | 18,049 | 0.01% | 0.0% | 79 | +41,234 | 253.25% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 54,775 | 17,188 | 0.47% | 0.49% | 80 | +712 | 1.32% | Q1 2026 | May 04, 2026 |
| AMG National Trust Bank | History | Reduced | 52,539 | 16,487 | 0.36% | 0.4% | 81 | -72 | -0.14% | Q1 2026 | May 04, 2026 |
| AdvisorShares Investments LLC | History | New | 52,096 | 16,348 | 2.98% | — | 82 | +52,096 | New | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 51,572 | 16,183 | 0.03% | 0.03% | 83 | +1,066 | 2.11% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 50,752 | 15,926 | 0.0% | 0.0% | 84 | -33,576 | -39.82% | Q1 2026 | May 15, 2026 |
| HBK INVESTMENTS L P | History | New | 50,000 | 15,690 | 0.16% | — | 85 | +50,000 | New | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 49,088 | 15,404 | 0.86% | 0.87% | 86 | +1,288 | 2.69% | Q1 2026 | Apr 23, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 48,736 | 15,293 | 0.12% | 0.13% | 87 | -659 | -1.33% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 47,329 | 14,852 | 0.0% | 0.0% | 88 | +14,810 | 45.54% | Q1 2026 | May 15, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 47,263 | 14,831 | 2.7% | 2.78% | 89 | +1,119 | 2.43% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 45,836 | 14,383 | 0.18% | 0.19% | 90 | +5,246 | 12.92% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 45,137 | 14,164 | 0.07% | 0.08% | 91 | +429 | 0.96% | Q1 2026 | May 08, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | Reduced | 42,405 | 13,306 | 1.85% | 1.98% | 92 | -1,044 | -2.4% | Q1 2026 | May 13, 2026 |
| Bronte Capital Management Pty Ltd. | History | New | 41,942 | 13,161 | 1.3% | — | 93 | +41,942 | New | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Reduced | 41,681 | 13,080 | 0.05% | 0.06% | 94 | -228 | -0.54% | Q1 2026 | May 14, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 40,853 | 12,820 | 1.58% | 1.69% | 96 | -1,996 | -4.66% | Q1 2026 | Apr 10, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 40,104 | 12,820 | 0.26% | 0.28% | 95 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 40,801 | 12,803 | 1.21% | 1.24% | 97 | -661 | -1.59% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 39,343 | 12,346 | 0.04% | 0.03% | 98 | +1,699 | 4.51% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 39,223 | 12,312 | 0.09% | 0.1% | 99 | +48 | 0.12% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 39,042 | 12,251 | 0.09% | 0.11% | 100 | -1,116 | -2.78% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 38,952 | 12,220 | 0.01% | 0.01% | 101 | +10,195 | 35.45% | Q1 2026 | Apr 30, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 38,800 | 12,175 | 4.93% | 5.22% | 102 | +1,250 | 3.33% | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | Reduced | 38,637 | 12,124 | 0.86% | 0.93% | 103 | -1,437 | -3.59% | Q1 2026 | Apr 28, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 38,173 | 11,979 | 0.04% | 0.01% | 104 | +30,613 | 404.93% | Q1 2026 | May 08, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 35,571 | 11,162 | 0.68% | 1.06% | 105 | -1,324,300 | -97.38% | Q1 2026 | May 12, 2026 |
| Corundum Group, Inc. | History | Added to | 35,314 | 11,081 | 3.7% | 3.72% | 106 | +1,029 | 3.0% | Q1 2026 | Apr 20, 2026 |
| Fund Evaluation Group, LLC | History | No change | 35,156 | 11,032 | 0.34% | 0.38% | 107 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Equity Management | History | Reduced | 33,296 | 10,448 | 3.93% | 4.51% | 108 | -7,881 | -19.14% | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 32,991 | 10,352 | 0.0% | 0.0% | 109 | +1,282 | 4.04% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Added to | 32,893 | 10,322 | 0.16% | 0.09% | 110 | +13,897 | 73.16% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 32,741 | 10,274 | 0.27% | 0.01% | 111 | +31,749 | 3200.5% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 32,709 | 10,264 | 0.13% | 0.12% | 112 | +2,872 | 9.63% | Q1 2026 | Apr 28, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 32,157 | 10,091 | 0.09% | 0.08% | 113 | -2,600 | -7.48% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 31,384 | 9,848 | 0.01% | 0.01% | 114 | +2,105 | 7.19% | Q1 2026 | May 15, 2026 |
| AXIOM INVESTORS LLC /DE | History | Reduced | 30,500 | 9,571 | 0.11% | 0.13% | 115 | -16,600 | -35.24% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 28,907 | 9,071 | 0.0% | 0.0% | 116 | -6,082 | -17.38% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 28,633 | 8,985 | 0.05% | 0.05% | 117 | +210 | 0.74% | Q1 2026 | May 05, 2026 |
| Oldfather Financial Services, LLC | History | No change | 27,202 | 8,786 | 2.62% | 2.62% | 118 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 27,006 | 8,723 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CIBC Bancorp USA Inc. | History | New | 27,673 | 8,684 | 0.01% | — | 120 | +27,673 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 26,849 | 8,672 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OFS Enterprise LLC | History | New | 27,622 | 8,668 | 2.55% | — | 122 | +27,622 | New | Q1 2026 | Apr 09, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 27,367 | 8,588 | 0.01% | 0.01% | 123 | +837 | 3.15% | Q1 2026 | May 13, 2026 |
| Team Hewins, LLC | History | Reduced | 26,825 | 8,417 | 2.5% | 2.82% | 124 | -230 | -0.85% | Q1 2026 | Apr 30, 2026 |
| Flaharty Asset Management, LLC | History | Reduced | 26,652 | 8,363 | 1.04% | 1.11% | 125 | -854 | -3.1% | Q1 2026 | May 04, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 26,408 | 8,286 | 0.11% | 0.01% | 126 | +23,193 | 721.4% | Q1 2026 | May 12, 2026 |
| Sequent Asset Management, LLC | History | No change | 25,631 | 8,279 | 3.68% | 3.68% | 127 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Erickson Financial Group, LLC | History | Added to | 26,371 | 8,275 | 5.19% | 5.19% | 128 | +191 | 0.73% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 25,711 | 8,264 | 0.05% | 0.05% | 129 | +5,141 | 24.99% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 25,349 | 7,954 | 0.04% | 0.04% | 130 | +17 | 0.07% | Q1 2026 | May 14, 2026 |
| 360 Financial, Inc. | History | Added to | 25,159 | 7,895 | 2.38% | 2.42% | 131 | +329 | 1.33% | Q1 2026 | May 07, 2026 |
| Modera Wealth Management, LLC | History | Added to | 24,567 | 7,709 | 0.09% | 0.09% | 132 | +135 | 0.55% | Q1 2026 | May 06, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 24,370 | 7,647 | 0.06% | 0.07% | 133 | -823 | -3.27% | Q1 2026 | May 01, 2026 |
| Thoma Capital Management LLC | History | Reduced | 24,118 | 7,568 | 4.48% | 4.92% | 134 | -2,336 | -8.83% | Q1 2026 | Apr 20, 2026 |
| WHITTIER TRUST CO | History | Added to | 23,276 | 7,441 | 0.08% | 0.08% | 135 | +12 | 0.05% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | Added to | 23,691 | 7,434 | 0.62% | 0.59% | 136 | +638 | 2.77% | Q1 2026 | May 15, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 24,588 | 7,401 | 4.34% | 4.52% | 137 | -865 | -3.4% | Q1 2026 | Apr 01, 2026 |
| LWM ADVISORS INC | History | Added to | 23,260 | 7,299 | 6.33% | 6.41% | 138 | +706 | 3.13% | Q1 2026 | Apr 10, 2026 |
| Savant Capital, LLC | History | Reduced | 22,916 | 7,191 | 0.03% | 0.04% | 139 | -476 | -2.03% | Q1 2026 | May 04, 2026 |
| HB Wealth Management, LLC | History | Reduced | 22,856 | 7,172 | 0.05% | 0.05% | 140 | -111 | -0.48% | Q1 2026 | Apr 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 22,315 | 7,002 | 0.09% | 0.09% | 141 | +400 | 1.83% | Q1 2026 | Apr 20, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 19,030 | 6,846 | 1.13% | 2.46% | 142 | -24,647 | -56.43% | Q1 2026 | May 08, 2026 |
| Yarbrough Capital, LLC | History | Reduced | 21,764 | 6,829 | 0.24% | 0.91% | 143 | -68,571 | -75.91% | Q1 2026 | Apr 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 21,733 | 6,820 | 0.22% | 0.16% | 144 | +6,961 | 47.12% | Q1 2026 | May 15, 2026 |
| Noble Family Wealth, LLC | History | No change | 21,468 | 6,736 | 1.39% | 1.46% | 145 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 20,670 | 6,486 | 0.48% | 0.12% | 146 | +15,573 | 305.53% | Q1 2026 | Apr 16, 2026 |
| XML Financial, LLC | History | Reduced | 20,488 | 6,429 | 0.52% | 0.55% | 147 | -236 | -1.14% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 20,454 | 6,418 | 0.08% | 0.08% | 148 | -306 | -1.47% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 20,431 | 6,411 | 0.03% | 0.04% | 149 | +1,858 | 10.0% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 20,405 | 6,403 | 0.2% | 0.23% | 150 | +955 | 4.91% | Q1 2026 | May 07, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 20,356 | 6,387 | 0.76% | 0.85% | 151 | -1,502 | -6.87% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 19,864 | 6,233 | 0.02% | 0.02% | 152 | -360 | -1.78% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 19,677 | 6,175 | 0.02% | 0.02% | 153 | +60 | 0.31% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,160 | 6,057 | 0.06% | 0.02% | 154 | +14,752 | 334.66% | Q1 2026 | Apr 07, 2026 |
| BAILARD, INC. | History | No change | 18,963 | 5,950 | 0.14% | 0.14% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 18,716 | 5,876 | 0.02% | 0.01% | 156 | +1,937 | 11.54% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 18,585 | 5,832 | 0.03% | 0.02% | 157 | -1,750 | -8.61% | Q1 2026 | Apr 29, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 18,571 | 5,827 | 0.59% | 0.62% | 158 | -355 | -1.88% | Q1 2026 | May 04, 2026 |
| Mechanics Bank Trust Department | History | Added to | 18,464 | 5,794 | 0.8% | 0.77% | 159 | +355 | 1.96% | Q1 2026 | Apr 09, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 18,215 | 5,716 | 0.61% | 0.6% | 160 | -12 | -0.07% | Q1 2026 | Apr 21, 2026 |
| Mach-1 Financial Group, LLC | History | Added to | 18,137 | 5,691 | 2.0% | 0.37% | 161 | +12,606 | 227.92% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 18,130 | 5,689 | 0.45% | 0.45% | 162 | -365 | -1.97% | Q1 2026 | Apr 23, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 18,106 | 5,681 | 3.84% | 3.93% | 163 | -332 | -1.8% | Q1 2026 | May 04, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 17,889 | 5,613 | 0.12% | 0.12% | 164 | -326 | -1.79% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 17,857 | 5,603 | 0.03% | 0.02% | 165 | +9 | 0.05% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 17,785 | 5,601 | 0.59% | 0.28% | 166 | +11,336 | 175.78% | Q1 2026 | Apr 23, 2026 |
| InvesTrust | History | Reduced | 17,590 | 5,519 | 2.32% | 2.2% | 167 | -15 | -0.09% | Q1 2026 | Apr 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 17,311 | 5,432 | 0.15% | 0.15% | 168 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clearbridge Investments, LLC | History | Added to | 16,968 | 5,324 | 0.0% | 0.0% | 169 | +168 | 1.0% | Q1 2026 | May 13, 2026 |
| Idaho Trust Co | History | Reduced | 16,859 | 5,290 | 1.72% | 2.41% | 170 | -5,646 | -25.09% | Q1 2026 | May 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 16,837 | 5,283 | 0.07% | 0.07% | 171 | -685 | -3.91% | Q1 2026 | May 08, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 16,521 | 5,184 | 0.16% | 0.15% | 172 | +1,128 | 7.33% | Q1 2026 | Apr 24, 2026 |
| Optiver Holding B.V. | History | Added to | 16,503 | 5,178 | 0.0% | 0.0% | 173 | +15,000 | 998.0% | Q1 2026 | May 15, 2026 |
| MONEYWISE, INC. | History | Reduced | 16,363 | 5,134 | 2.24% | 2.89% | 174 | -5,182 | -24.05% | Q1 2026 | Apr 27, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 16,149 | 5,067 | 0.06% | 0.06% | 175 | -312 | -1.9% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 15,400 | 4,832 | 0.14% | 0.08% | 176 | +7,417 | 92.91% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 15,225 | 4,777 | 0.14% | 0.15% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Carbahal Olsen Financial Services Group, LLC | History | Added to | 14,677 | 4,605 | 3.68% | 3.61% | 178 | +119 | 0.82% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 14,351 | 4,503 | 0.01% | 0.01% | 179 | -3,909 | -21.41% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 14,277 | 4,480 | 0.29% | 0.2% | 180 | +4,892 | 52.13% | Q1 2026 | Apr 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 14,178 | 4,449 | 0.02% | 0.49% | 181 | -252,267 | -94.68% | Q1 2026 | May 13, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 14,177 | 4,449 | 1.07% | 1.09% | 182 | +1,297 | 10.07% | Q1 2026 | Apr 24, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Added to | 14,104 | 4,425 | 4.22% | 4.08% | 183 | +1,149 | 8.87% | Q1 2026 | May 04, 2026 |
| WELCH & FORBES LLC | History | No change | 13,980 | 4,387 | 0.06% | 0.05% | 184 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VANCE WEALTH, LLC | History | Added to | 13,958 | 4,380 | 1.27% | 1.23% | 185 | +1,126 | 8.77% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | Added to | 13,719 | 4,305 | 0.36% | 0.36% | 186 | +425 | 3.2% | Q1 2026 | May 14, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 13,607 | 4,269 | 2.44% | 2.51% | 187 | -146 | -1.06% | Q1 2026 | May 13, 2026 |
| Finley Financial, LLC | History | Reduced | 13,555 | 4,253 | 1.99% | 2.02% | 188 | -100 | -0.73% | Q1 2026 | Apr 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 13,495 | 4,234 | 0.08% | 0.08% | 189 | -163 | -1.19% | Q1 2026 | May 11, 2026 |
| Connective Capital Management, LLC | History | No change | 13,453 | 4,221 | 3.48% | 2.55% | 190 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 12,952 | 4,064 | 0.39% | 0.4% | 191 | -470 | -3.5% | Q1 2026 | May 06, 2026 |
| XTX Topco Ltd | History | Added to | 12,872 | 4,039 | 0.07% | 0.07% | 192 | +4,998 | 63.47% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 12,788 | 4,013 | 0.05% | 0.05% | 193 | -165 | -1.27% | Q1 2026 | Apr 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 12,767 | 4,006 | 0.02% | 0.01% | 194 | +5,998 | 88.61% | Q1 2026 | May 15, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | Added to | 12,745 | 3,999 | 2.46% | 2.56% | 195 | +204 | 1.63% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 12,502 | 3,923 | 0.04% | 0.05% | 196 | -531 | -4.07% | Q1 2026 | Apr 28, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 12,441 | 3,904 | 0.47% | 0.55% | 197 | -1,153 | -8.48% | Q1 2026 | Apr 08, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 12,222 | 3,835 | 0.02% | 0.03% | 198 | -393 | -3.12% | Q1 2026 | May 05, 2026 |
| LGL PARTNERS, LLC | History | Added to | 12,118 | 3,802 | 1.57% | 1.67% | 199 | +3 | 0.02% | Q1 2026 | May 14, 2026 |
| Echo45 Advisors LLC | History | Added to | 11,911 | 3,737 | 2.1% | 2.17% | 200 | +163 | 1.39% | Q1 2026 | Apr 20, 2026 |
| Sowell Financial Services LLC | History | Added to | 11,886 | 3,729 | 0.14% | 0.1% | 201 | +3,443 | 40.78% | Q1 2026 | Apr 20, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Reduced | 11,837 | 3,714 | 0.46% | 0.43% | 202 | -25 | -0.21% | Q1 2026 | May 15, 2026 |
| Ariston Services Group | History | Closed out | 0 | 3,695 | 2.21% | 2.23% | 203 | -11,776 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Montecito Bank & Trust | History | Reduced | 11,768 | 3,692 | 0.61% | 0.61% | 204 | -30 | -0.25% | Q1 2026 | Apr 16, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 11,728 | 3,680 | 0.26% | 0.27% | 205 | +51 | 0.44% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 10,308 | 3,673 | 0.25% | 0.25% | 206 | -107 | -1.03% | Q1 2026 | Apr 29, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 11,687 | 3,667 | 1.6% | 1.64% | 207 | +212 | 1.85% | Q1 2026 | May 01, 2026 |
| Carnegie Investment Counsel | History | Reduced | 11,575 | 3,632 | 0.07% | 0.07% | 208 | -294 | -2.48% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 11,492 | 3,606 | 0.28% | 0.25% | 209 | +1,337 | 13.17% | Q1 2026 | May 13, 2026 |
| St. Louis Trust Co | History | No change | 11,467 | 3,598 | 0.42% | 0.42% | 210 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FineMark National Bank & Trust | History | No change | 11,121 | 3,592 | 0.11% | 0.11% | 211 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bare Financial Services, Inc | History | Reduced | 11,420 | 3,583 | 0.95% | 1.07% | 212 | -439 | -3.7% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 11,398 | 3,576 | 0.35% | 0.01% | 213 | +11,199 | 5627.64% | Q1 2026 | Apr 06, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 11,372 | 3,568 | 0.19% | 0.17% | 214 | +1,351 | 13.48% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 11,144 | 3,497 | 0.09% | 0.09% | 215 | -4,432 | -28.45% | Q1 2026 | Apr 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 11,056 | 3,469 | 0.11% | 0.13% | 216 | -1,376 | -11.07% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Reduced | 9,371 | 3,453 | 0.09% | 0.13% | 217 | -180 | -1.88% | Q1 2026 | May 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 10,797 | 3,388 | 0.16% | 0.16% | 218 | -408 | -3.64% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 10,787 | 3,384 | 0.0% | 0.0% | 219 | -1,993 | -15.59% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 10,638 | 3,339 | 0.0% | 0.0% | 220 | -1,948 | -15.48% | Q1 2026 | May 15, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 10,540 | 3,307 | 0.78% | 0.78% | 221 | +397 | 3.91% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | Added to | 10,505 | 3,296 | 0.04% | 0.03% | 222 | +6,643 | 172.01% | Q1 2026 | May 12, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 10,477 | 3,287 | 2.64% | 2.67% | 223 | +42 | 0.4% | Q1 2026 | Apr 16, 2026 |
| Midwest Trust Co | History | Reduced | 10,432 | 3,273 | 0.04% | 0.04% | 224 | -664 | -5.98% | Q1 2026 | May 01, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 10,425 | 3,271 | 0.04% | 0.0% | 225 | +9,453 | 972.53% | Q1 2026 | May 11, 2026 |
| Atlas Brown,Inc. | History | Reduced | 10,302 | 3,232 | 0.97% | 0.99% | 226 | -45 | -0.43% | Q1 2026 | Apr 17, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | No change | 10,299 | 3,231 | 0.18% | 0.18% | 227 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,134 | 3,182 | 0.05% | 0.06% | 228 | -2,035 | -16.72% | Q1 2026 | Apr 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,114 | 3,173 | 0.07% | 0.08% | 229 | +109 | 1.09% | Q1 2026 | May 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 10,099 | 3,169 | 0.13% | 0.11% | 230 | +971 | 10.64% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,053 | 3,155 | 0.01% | 0.01% | 231 | -576 | -5.42% | Q1 2026 | Apr 22, 2026 |
| Merit Financial Group, LLC | History | Added to | 10,031 | 3,148 | 0.02% | 0.02% | 232 | +3,619 | 56.44% | Q1 2026 | Apr 15, 2026 |
| VANGUARD GROUP INC | History | No change | 9,708 | 3,135 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,806 | 3,077 | 0.04% | 0.04% | 234 | +57 | 0.58% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | Reduced | 9,777 | 3,068 | 0.01% | 0.01% | 235 | -3,606 | -26.94% | Q1 2026 | May 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 9,771 | 3,066 | 0.3% | 0.28% | 236 | +652 | 7.15% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 9,599 | 3,012 | 0.03% | 0.04% | 237 | -400 | -4.0% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 9,574 | 3,004 | 0.33% | 0.34% | 238 | -282 | -2.86% | Q1 2026 | Apr 28, 2026 |
| Wealthfront Advisers LLC | History | Added to | 9,519 | 2,987 | 0.01% | 0.01% | 239 | +12 | 0.13% | Q1 2026 | May 05, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 8,260 | 2,986 | 0.04% | 0.04% | 240 | -180 | -2.13% | Q1 2026 | May 06, 2026 |
| Vanguard National Trust Co | History | New | 9,500 | 2,981 | 0.19% | — | 241 | +9,500 | New | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,482 | 2,975 | 0.05% | 0.06% | 242 | +165 | 1.77% | Q1 2026 | May 18, 2026 |
| SGL Investment Advisors, Inc. | History | Added to | 7,931 | 2,956 | 1.11% | 0.94% | 243 | +703 | 9.73% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,297 | 2,917 | 0.07% | 0.07% | 244 | +154 | 1.68% | Q1 2026 | May 04, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 9,238 | 2,898 | 0.23% | 0.23% | 245 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 9,208 | 2,889 | 1.72% | 1.82% | 246 | +14 | 0.15% | Q1 2026 | May 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 9,191 | 2,884 | 0.02% | 0.17% | 247 | -67,073 | -87.95% | Q1 2026 | Apr 14, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Reduced | 9,170 | 2,877 | 0.56% | 0.62% | 248 | -181 | -1.94% | Q1 2026 | Apr 21, 2026 |
| BBR PARTNERS, LLC | History | No change | 9,163 | 2,875 | 0.16% | 0.16% | 249 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,888 | 2,870 | 0.05% | 0.05% | 250 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 9,121 | 2,862 | 0.01% | 0.01% | 251 | -2,617 | -22.3% | Q1 2026 | May 13, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 9,021 | 2,830 | 0.04% | 0.03% | 252 | +967 | 12.01% | Q1 2026 | May 01, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 8,984 | 2,819 | 0.09% | 0.1% | 253 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TICINO WEALTH | History | Reduced | 7,591 | 2,815 | 0.98% | 1.01% | 254 | -832 | -9.88% | Q1 2026 | Apr 22, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 8,964 | 2,813 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | Added to | 8,856 | 2,779 | 0.08% | 0.07% | 256 | +1,564 | 21.45% | Q1 2026 | May 12, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 8,658 | 2,717 | 0.97% | 0.99% | 257 | -88 | -1.01% | Q1 2026 | May 05, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 8,484 | 2,662 | 0.4% | 0.43% | 258 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Reduced | 8,262 | 2,592 | 0.32% | 0.34% | 259 | -46 | -0.55% | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Added to | 8,249 | 2,588 | 0.04% | 0.04% | 260 | +1,510 | 22.41% | Q1 2026 | Apr 27, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 8,240 | 2,585 | 0.14% | 0.14% | 261 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 7,785 | 2,462 | 0.01% | 0.03% | 262 | -10,575 | -57.6% | Q1 2026 | May 15, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 7,823 | 2,454 | 0.78% | 0.79% | 263 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 7,614 | 2,389 | 0.25% | 0.28% | 264 | -174 | -2.23% | Q1 2026 | May 11, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 7,604 | 2,386 | 0.21% | 0.15% | 265 | -71 | -0.93% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 7,519 | 2,359 | 0.01% | 0.01% | 266 | +560 | 8.05% | Q1 2026 | Apr 24, 2026 |
| Legacy Bridge, LLC | History | Added to | 7,503 | 2,354 | 0.9% | 0.96% | 267 | +171 | 2.33% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 7,500 | 2,353 | 0.0% | 0.0% | 269 | +1,300 | 20.97% | Q1 2026 | May 04, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Reduced | 7,499 | 2,353 | 0.24% | 0.26% | 270 | -438 | -5.52% | Q1 2026 | Apr 30, 2026 |
| WASHINGTON TRUST BANK | History | No change | 7,499 | 2,353 | 0.17% | 0.17% | 268 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Grey Ledge Advisors, LLC | History | Added to | 7,402 | 2,323 | 0.52% | 0.51% | 271 | +482 | 6.97% | Q1 2026 | Apr 20, 2026 |
| CHEMUNG CANAL TRUST CO | History | No change | 7,321 | 2,297 | 0.46% | 0.47% | 272 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,315 | 2,295 | 0.03% | 0.03% | 273 | -549 | -6.98% | Q1 2026 | Apr 20, 2026 |
| Fiera Capital Corp | History | Reduced | 7,309 | 2,293 | 0.01% | 0.06% | 274 | -54,555 | -88.19% | Q1 2026 | May 12, 2026 |
| Index Technologies Group LLC | History | Added to | 7,092 | 2,225 | 2.42% | 2.35% | 275 | +124 | 1.78% | Q1 2026 | Apr 29, 2026 |
| Gotham Asset Management, LLC | History | No change | 7,064 | 2,216 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 6,987 | 2,192 | 0.23% | 0.25% | 277 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Visionary Wealth Advisors | History | Added to | 6,970 | 2,187 | 0.1% | 0.1% | 278 | +43 | 0.62% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,949 | 2,180 | 0.06% | 0.06% | 279 | -520 | -6.96% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 6,924 | 2,172 | 0.14% | 0.17% | 280 | -4,655 | -40.2% | Q1 2026 | May 08, 2026 |
| LUTS & GREENLEIGH GROUP, INC. | History | Added to | 6,923 | 2,172 | 1.72% | 1.89% | 281 | +41 | 0.6% | Q1 2026 | May 05, 2026 |
| Kelsey Financial, LLC | History | Added to | 6,861 | 2,153 | 1.88% | 1.58% | 282 | +1,160 | 20.35% | Q1 2026 | May 06, 2026 |
| Somerset Group LLC | History | No change | 5,990 | 2,134 | 1.58% | 1.52% | 283 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| jvl associates llc | History | No change | 6,750 | 2,118 | 0.71% | 0.71% | 284 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 6,714 | 2,106 | 0.78% | 0.79% | 285 | -23 | -0.34% | Q1 2026 | Apr 30, 2026 |
| JMG Financial Group, Ltd. | History | No change | 6,663 | 2,090 | 0.06% | 0.06% | 286 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Sense Advisors, Inc. | History | Added to | 6,594 | 2,069 | 0.42% | 0.07% | 287 | +5,404 | 454.12% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,475 | 2,031 | 0.01% | 0.01% | 288 | +418 | 6.9% | Q1 2026 | Apr 30, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 6,472 | 2,030 | 0.11% | 0.47% | 289 | -20,075 | -75.62% | Q1 2026 | May 15, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 6,088 | 2,020 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 6,324 | 1,983 | 0.0% | 0.0% | 291 | -46 | -0.72% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 6,221 | 1,952 | 0.02% | 0.02% | 292 | +1,053 | 20.38% | Q1 2026 | May 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 6,137 | 1,925 | 0.07% | 0.07% | 293 | -69 | -1.11% | Q1 2026 | Apr 17, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 6,076 | 1,906 | 0.05% | 0.06% | 294 | -2 | -0.03% | Q1 2026 | May 04, 2026 |
| Sentinel Advisory Group, LLC | History | New | 6,056 | 1,900 | 0.93% | — | 295 | +6,056 | New | Q1 2026 | May 14, 2026 |
| Private Advisory Group LLC | History | New | 6,032 | 1,892 | 0.12% | — | 296 | +6,032 | New | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 6,004 | 1,884 | 0.09% | 0.09% | 297 | +523 | 9.54% | Q1 2026 | Apr 23, 2026 |
| TimesSquare Capital Management, LLC | History | New | 6,000 | 1,882 | 0.03% | — | 298 | +6,000 | New | Q1 2026 | May 07, 2026 |
| Sigma Planning Corp | History | Reduced | 5,919 | 1,857 | 0.05% | 0.05% | 299 | -37 | -0.62% | Q1 2026 | May 04, 2026 |
| Haverford Trust Co | History | Reduced | 5,909 | 1,854 | 0.02% | 0.02% | 300 | -62 | -1.04% | Q1 2026 | May 11, 2026 |