iSHARES TRUST - IWP
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 19,905,431 | 2,550,284 | 0.15% | 0.16% | 1 | +502,141 | 2.59% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 7,100,610 | 909,730 | 0.07% | 0.07% | 2 | +8,461 | 0.12% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,772,532 | 739,576 | 0.2% | 0.24% | 3 | -235,265 | -3.92% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,138,495 | 658,343 | 0.12% | 0.13% | 4 | -160,704 | -3.03% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 3,951,302 | 506,240 | 3.41% | 3.66% | 5 | +111,821 | 2.91% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,851,583 | 356,388 | 0.17% | 0.4% | 6 | -1,880,400 | -39.74% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,751,384 | 352,507 | 0.05% | 0.05% | 7 | +383,464 | 16.19% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 2,644,351 | 338,794 | 0.09% | 0.1% | 8 | +27,857 | 1.06% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,602,259 | 332,761 | 0.08% | 0.09% | 9 | -181,713 | -6.53% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,434,200 | 311,869 | 0.18% | 0.18% | 10 | -23,473 | -0.96% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,253,574 | 288,727 | 0.4% | 0.42% | 11 | -46,664 | -2.03% | Q1 2026 | Apr 27, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 2,184,734 | 279,908 | 5.96% | 6.18% | 12 | +41,659 | 1.94% | Q1 2026 | May 07, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Added to | 2,103,984 | 269,562 | 2.28% | 2.2% | 13 | +110,889 | 5.56% | Q1 2026 | May 11, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,974,458 | 252,967 | 0.97% | — | 14 | +1,974,458 | New | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,647,589 | 211,089 | 1.17% | 0.9% | 15 | -233,495 | -12.41% | Q1 2026 | Apr 29, 2026 |
| COMMERCE BANK | History | Reduced | 1,617,898 | 207,285 | 1.0% | 1.26% | 16 | -42,519 | -2.56% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,582,899 | 202,801 | 0.25% | 0.25% | 17 | -1,479 | -0.09% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 1,534,093 | 196,547 | 4.14% | 4.99% | 18 | -211,541 | -12.12% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,415,556 | 181,360 | 0.11% | 0.12% | 19 | +10,636 | 0.76% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,309,901 | 179,377 | 0.3% | 0.3% | 20 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 1,273,878 | 163,209 | 1.85% | 2.17% | 21 | -165,968 | -11.53% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Reduced | 1,176,536 | 150,737 | 0.01% | 0.01% | 22 | -2,725 | -0.23% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,171,450 | 150,072 | 0.22% | 0.24% | 23 | -17,725 | -1.49% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,037,365 | 132,549 | 0.04% | 0.04% | 24 | +21,872 | 2.15% | Q1 2026 | May 14, 2026 |
| Financial Advisory Corp | History | Added to | 783,005 | 100,318 | 13.94% | 14.99% | 25 | +30,400 | 4.04% | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 755,617 | 96,809 | 0.02% | 0.02% | 26 | -122,078 | -13.91% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 690,014 | 88,404 | 0.09% | 0.11% | 27 | -27,400 | -3.82% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 674,595 | 86,428 | 0.1% | 0.11% | 28 | +8,514 | 1.28% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 657,827 | 84,318 | 0.09% | 0.1% | 29 | +5,668 | 0.87% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 637,930 | 81,731 | 0.11% | 0.13% | 30 | -54,854 | -7.92% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 632,091 | 80,983 | 0.11% | — | 31 | +632,091 | New | Q1 2026 | May 12, 2026 |
| American Family Investments, Inc. | History | Added to | 620,523 | 79,501 | 2.09% | 2.77% | 32 | +58,816 | 10.47% | Q1 2026 | May 14, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 606,847 | 77,749 | 8.93% | 9.2% | 33 | -45,632 | -6.99% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 606,784 | 75,010 | 0.0% | 0.01% | 34 | -11,446 | -1.85% | Q1 2026 | May 13, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 550,990 | 70,592 | 4.5% | 4.93% | 35 | +12,394 | 2.3% | Q1 2026 | Apr 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 523,361 | 67,065 | 0.84% | 0.94% | 36 | -26,503 | -4.82% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 511,007 | 65,470 | 0.12% | 0.09% | 37 | +309,058 | 153.04% | Q1 2026 | May 01, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 504,731 | 64,666 | 4.17% | 3.17% | 38 | +3,296 | 0.66% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 439,554 | 56,315 | 0.01% | 0.01% | 39 | +44,071 | 11.14% | Q1 2026 | May 15, 2026 |
| Rodgers & Associates, LTD | History | Added to | 431,031 | 55,223 | 5.62% | 5.71% | 40 | +19,255 | 4.68% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 423,386 | 54,244 | 0.04% | 0.04% | 41 | +2,625 | 0.62% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 403,230 | 51,661 | 0.42% | 0.45% | 42 | -43 | -0.01% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 337,549 | 46,223 | 0.18% | 0.18% | 43 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 346,143 | 44,348 | 0.06% | 0.04% | 44 | +136,748 | 65.31% | Q1 2026 | May 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 337,918 | 43,294 | 3.79% | 4.03% | 45 | +476 | 0.14% | Q1 2026 | May 12, 2026 |
| AMG National Trust Bank | History | Added to | 337,497 | 43,240 | 0.94% | 1.04% | 46 | +15,206 | 4.72% | Q1 2026 | May 04, 2026 |
| Truepoint, Inc. | History | Added to | 336,317 | 43,088 | 0.96% | 0.88% | 47 | +51,105 | 17.92% | Q1 2026 | May 08, 2026 |
| Krilogy Financial LLC | History | Added to | 306,523 | 41,402 | 1.33% | 1.34% | 48 | +24,345 | 8.63% | Q1 2026 | Apr 17, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 311,168 | 39,866 | 0.29% | 0.44% | 49 | -147,412 | -32.15% | Q1 2026 | Apr 14, 2026 |
| M&T BANK CORP | History | Added to | 305,456 | 39,135 | 0.13% | 0.13% | 50 | +828 | 0.27% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 299,260 | 38,341 | 0.02% | 0.02% | 51 | -51,040 | -14.57% | Q1 2026 | May 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 278,458 | 35,678 | 0.58% | 0.25% | 52 | +189,035 | 211.39% | Q1 2026 | Apr 21, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 273,302 | 35,015 | 6.85% | 7.23% | 53 | -216 | -0.08% | Q1 2026 | Apr 30, 2026 |
| BANK OF HAWAII | History | Added to | 261,375 | 33,487 | 1.75% | 1.72% | 54 | +7,589 | 2.99% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 256,552 | 32,869 | 0.25% | 0.25% | 55 | +12,953 | 5.32% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 256,312 | 32,839 | 0.08% | 0.09% | 56 | +3,620 | 1.43% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 253,663 | 32,501 | 0.25% | 0.27% | 57 | -9,975 | -3.78% | Q1 2026 | May 14, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 247,050 | 31,652 | 0.63% | 0.6% | 58 | +6,731 | 2.8% | Q1 2026 | Apr 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 244,939 | 31,381 | 0.05% | 0.07% | 59 | -90,014 | -26.87% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 242,677 | 31,093 | 0.03% | 0.04% | 60 | +7,351 | 3.12% | Q1 2026 | May 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 239,290 | 30,649 | 0.09% | 0.06% | 61 | +69,820 | 41.2% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 228,667 | 29,297 | 0.05% | 0.06% | 62 | +877 | 0.39% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Added to | 225,584 | 28,901 | 0.44% | 0.39% | 63 | +41,108 | 22.28% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 220,082 | 28,197 | 0.43% | 0.41% | 64 | +18,480 | 9.17% | Q1 2026 | May 01, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 209,725 | 26,869 | 0.23% | 0.23% | 65 | -20,913 | -9.07% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 200,417 | 25,677 | 0.31% | 0.4% | 66 | -4,092 | -2.0% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 197,442 | 25,296 | 0.1% | 0.11% | 67 | +8,181 | 4.32% | Q1 2026 | Apr 30, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 193,789 | 24,828 | 3.05% | 3.42% | 68 | -11,013 | -5.38% | Q1 2026 | Apr 10, 2026 |
| BROWN ADVISORY INC | History | Added to | 193,774 | 24,826 | 0.04% | 0.03% | 69 | +31,957 | 19.75% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 193,236 | 24,757 | 0.08% | 0.08% | 70 | -11,055 | -5.41% | Q1 2026 | May 13, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 180,699 | 24,744 | 4.85% | 4.85% | 71 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 192,073 | 24,608 | 0.12% | 0.13% | 72 | +2,331 | 1.23% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 190,796 | 24,444 | 0.12% | 0.13% | 73 | +15,482 | 8.83% | Q1 2026 | May 08, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 184,131 | 24,196 | 3.06% | 2.98% | 74 | +22,151 | 13.68% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 177,481 | 22,738 | 0.01% | 0.01% | 75 | -14,726 | -7.66% | Q1 2026 | May 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 177,337 | 22,720 | 1.5% | 1.5% | 76 | -8,631 | -4.64% | Q1 2026 | Apr 17, 2026 |
| Accredited Investors Inc. | History | Reduced | 176,108 | 22,562 | 1.22% | 1.36% | 77 | -10,931 | -5.84% | Q1 2026 | Apr 30, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 175,040 | 22,426 | 1.65% | 1.59% | 78 | +9,393 | 5.67% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Reduced | 173,669 | 22,250 | 0.17% | 0.2% | 79 | -2,396 | -1.36% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 173,483 | 22,226 | 0.01% | 0.01% | 80 | +4,698 | 2.78% | Q1 2026 | Apr 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 172,144 | 22,055 | 0.08% | 0.08% | 81 | +511 | 0.3% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 162,480 | 20,819 | 0.02% | 0.02% | 82 | +329 | 0.2% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 162,277 | 20,790 | 0.12% | 0.15% | 83 | -25,595 | -13.62% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Added to | 159,564 | 20,443 | 0.25% | 0.27% | 84 | +4,297 | 2.77% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 157,268 | 20,149 | 0.25% | 0.25% | 85 | +9,429 | 6.38% | Q1 2026 | Apr 20, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 156,876 | 20,098 | 1.22% | 0.78% | 86 | -2,212,407 | -93.38% | Q1 2026 | May 12, 2026 |
| Falcon Wealth Planning | History | Added to | 146,291 | 18,742 | 1.28% | 1.48% | 87 | +17,762 | 13.82% | Q1 2026 | Apr 20, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 143,303 | 18,359 | 3.66% | 3.88% | 88 | +7,470 | 5.5% | Q1 2026 | Apr 09, 2026 |
| Mechanics Bank Trust Department | History | Added to | 139,696 | 17,897 | 2.48% | 2.5% | 89 | +163 | 0.12% | Q1 2026 | Apr 09, 2026 |
| Allworth Financial LP | History | Added to | 139,324 | 17,850 | 0.07% | 0.08% | 90 | +235 | 0.17% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 139,007 | 17,754 | 0.03% | 0.03% | 91 | -27,922 | -16.73% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 138,416 | 17,733 | 0.14% | 0.15% | 92 | -3,187 | -2.25% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 135,306 | 17,335 | 0.05% | 0.05% | 93 | -24,205 | -15.17% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 135,083 | 17,306 | 0.0% | 0.0% | 94 | -2,594 | -1.88% | Q1 2026 | May 14, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 131,521 | 16,259 | 9.53% | 10.01% | 95 | -1,445 | -1.09% | Q1 2026 | Apr 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 123,871 | 15,870 | 0.07% | 0.09% | 96 | -9,845 | -7.36% | Q1 2026 | Apr 24, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 123,120 | 15,774 | 2.7% | 3.9% | 97 | +969 | 0.79% | Q1 2026 | Apr 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 121,014 | 15,504 | 0.03% | 0.03% | 98 | +4,705 | 4.05% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 120,394 | 15,424 | 0.0% | 0.0% | 99 | +3,788 | 3.25% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 119,429 | 15,301 | 0.08% | 0.07% | 100 | +24,215 | 25.43% | Q1 2026 | May 13, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 117,660 | 15,074 | 1.24% | 1.31% | 101 | +5,673 | 5.07% | Q1 2026 | Apr 08, 2026 |
| HUB Investment Partners, LLC | History | Added to | 116,880 | 14,974 | 0.36% | 0.38% | 102 | +10,173 | 9.53% | Q1 2026 | May 15, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 114,619 | 14,685 | 0.4% | 0.44% | 103 | +1,099 | 0.97% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | Added to | 113,070 | 14,486 | 0.26% | 0.27% | 104 | +60 | 0.05% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 111,789 | 14,322 | 0.39% | 0.44% | 105 | -2,599 | -2.27% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 104,619 | 14,271 | 0.18% | 0.19% | 106 | -3,756 | -3.47% | Q1 2026 | May 06, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 101,651 | 13,023 | 4.47% | 6.51% | 107 | -41,911 | -29.19% | Q1 2026 | Apr 24, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 101,302 | 12,978 | 0.25% | 0.28% | 108 | -5,101 | -4.79% | Q1 2026 | May 01, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 100,899 | 12,927 | 0.54% | 0.6% | 109 | +108 | 0.11% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Added to | 100,162 | 12,832 | 0.05% | 0.05% | 110 | +7,545 | 8.15% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 93,677 | 12,828 | 1.15% | 1.15% | 111 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 99,763 | 12,781 | 5.98% | 5.64% | 112 | +10,501 | 11.76% | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 98,755 | 12,758 | 0.03% | 0.02% | 113 | -21,168 | -17.65% | Q1 2026 | Apr 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 98,811 | 12,659 | 0.07% | 0.08% | 114 | -6,358 | -6.05% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | Added to | 91,907 | 12,559 | 0.33% | 0.53% | 115 | +579 | 0.63% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 97,741 | 12,522 | 1.12% | — | 116 | +97,741 | New | Q1 2026 | Apr 08, 2026 |
| LMG Wealth Partners, LLC | History | Reduced | 96,448 | 12,356 | 2.25% | 2.54% | 117 | -2,948 | -2.97% | Q1 2026 | Apr 17, 2026 |
| &PARTNERS | History | Reduced | 93,634 | 12,057 | 0.06% | 0.07% | 118 | -547 | -0.58% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 93,501 | 11,979 | 0.33% | 0.35% | 119 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 92,444 | 11,843 | 0.88% | 0.85% | 120 | +9,007 | 10.79% | Q1 2026 | Apr 16, 2026 |
| First Citizens Asset Management, Inc. | History | Reduced | 90,273 | 11,565 | 4.1% | 4.73% | 121 | -8,613 | -8.71% | Q1 2026 | Apr 17, 2026 |
| NorthRock Partners, LLC | History | Reduced | 89,844 | 11,510 | 0.19% | 0.21% | 122 | -738 | -0.81% | Q1 2026 | May 15, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 83,921 | 10,751 | 0.22% | 0.24% | 123 | -3,730 | -4.26% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Added to | 83,724 | 10,726 | 0.14% | 0.07% | 124 | +47,707 | 132.46% | Q1 2026 | May 15, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 83,417 | 10,687 | 2.04% | 1.99% | 125 | +6,996 | 9.15% | Q1 2026 | Apr 09, 2026 |
| XML Financial, LLC | History | Added to | 82,563 | 10,577 | 0.85% | 0.9% | 126 | +2,046 | 2.54% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 81,335 | 10,420 | 0.0% | 0.0% | 127 | +14,276 | 21.29% | Q1 2026 | May 15, 2026 |
| Occidental Asset Management, LLC | History | Reduced | 80,800 | 10,352 | 1.23% | 1.48% | 128 | -8,935 | -9.96% | Q1 2026 | Apr 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 80,728 | 10,342 | 0.46% | 0.47% | 129 | +4,332 | 5.67% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 79,141 | 10,139 | 0.0% | 0.0% | 130 | +7,990 | 11.23% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 79,136 | 10,138 | 0.21% | 0.23% | 131 | +5,049 | 6.81% | Q1 2026 | Apr 13, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 78,872 | 10,105 | 3.21% | 3.38% | 132 | -143 | -0.18% | Q1 2026 | Apr 27, 2026 |
| Argent Trust Co | History | Reduced | 78,796 | 10,095 | 0.34% | 0.38% | 133 | -1,460 | -1.82% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 78,349 | 10,038 | 0.34% | 0.34% | 134 | +3,950 | 5.31% | Q1 2026 | May 07, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 78,200 | 10,018 | 1.05% | 1.17% | 135 | +12 | 0.02% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 77,383 | 9,926 | 0.01% | 0.01% | 136 | +6,651 | 9.4% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 75,662 | 9,693 | 0.41% | 0.38% | 137 | +14,325 | 23.35% | Q1 2026 | Apr 30, 2026 |
| Corundum Group, Inc. | History | Added to | 75,496 | 9,672 | 3.23% | 3.15% | 138 | +6,909 | 10.07% | Q1 2026 | Apr 20, 2026 |
| Sterling Capital Management LLC | History | Added to | 75,462 | 9,668 | 0.18% | 0.15% | 139 | +7,225 | 10.59% | Q1 2026 | Apr 22, 2026 |
| MidFirst Bank | History | Reduced | 73,858 | 9,462 | 0.78% | 0.83% | 140 | -2,155 | -2.84% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 73,153 | 9,372 | 0.02% | 0.02% | 141 | -5,427 | -6.91% | Q1 2026 | Apr 22, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 72,672 | 9,310 | 0.13% | 0.01% | 142 | +69,832 | 2458.87% | Q1 2026 | May 12, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 72,101 | 9,237 | 5.72% | 5.69% | 143 | +1,350 | 1.91% | Q1 2026 | May 13, 2026 |
| Sequent Asset Management, LLC | History | No change | 67,200 | 9,202 | 4.09% | 4.09% | 144 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FineMark National Bank & Trust | History | No change | 64,014 | 8,766 | 0.27% | 0.27% | 145 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sentinel Advisory Group, LLC | History | New | 67,385 | 8,633 | 4.21% | — | 146 | +67,385 | New | Q1 2026 | May 14, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 67,296 | 8,621 | 0.92% | 0.92% | 147 | +5,487 | 8.88% | Q1 2026 | May 06, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 67,103 | 8,597 | 0.27% | 0.27% | 148 | +2,327 | 3.59% | Q1 2026 | Apr 24, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 66,500 | 8,519 | 0.32% | 0.35% | 149 | -2,172 | -3.16% | Q1 2026 | Apr 16, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 66,154 | 8,475 | 0.34% | 0.34% | 150 | +913 | 1.4% | Q1 2026 | May 04, 2026 |
| CONNING INC. | History | Added to | 65,605 | 8,405 | 0.28% | 0.22% | 151 | +16,582 | 33.82% | Q1 2026 | Apr 30, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 65,119 | 8,343 | 0.62% | 0.62% | 152 | +1,469 | 2.31% | Q1 2026 | Apr 13, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 61,335 | 7,858 | 0.76% | 0.78% | 153 | +3 | 0.0% | Q1 2026 | May 06, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 61,300 | 7,853 | 0.01% | 0.01% | 154 | -14,900 | -19.55% | Q1 2026 | May 15, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 60,730 | 7,809 | 0.82% | 0.42% | 155 | +37,450 | 160.87% | Q1 2026 | Apr 23, 2026 |
| STEVENS CAPITAL PARTNERS | History | Added to | 60,109 | 7,701 | 1.85% | 2.12% | 156 | +1,093 | 1.85% | Q1 2026 | Apr 24, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 58,718 | 7,522 | 4.7% | 4.95% | 157 | +794 | 1.37% | Q1 2026 | Apr 10, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 58,582 | 7,505 | 0.52% | 0.55% | 158 | -634 | -1.07% | Q1 2026 | May 05, 2026 |
| UMB Bank, n.a. | History | Reduced | 57,762 | 7,400 | 0.1% | 0.13% | 159 | -11,103 | -16.12% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 57,606 | 7,380 | 0.3% | 0.33% | 160 | -662 | -1.14% | Q1 2026 | Apr 21, 2026 |
| Advisors Capital Management, LLC | History | Added to | 56,908 | 7,291 | 0.08% | 0.08% | 161 | +8,912 | 18.57% | Q1 2026 | May 01, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 55,450 | 7,104 | 0.08% | 0.09% | 162 | -2,568 | -4.43% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 54,414 | 6,971 | 0.01% | 0.01% | 163 | +4,706 | 9.47% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 53,431 | 6,845 | 0.0% | 0.0% | 164 | +40,019 | 298.38% | Q1 2026 | May 13, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 53,179 | 6,813 | 0.57% | 0.57% | 165 | +2,034 | 3.98% | Q1 2026 | May 11, 2026 |
| Mainsail Financial Group, LLC | History | Added to | 53,108 | 6,804 | 2.83% | 2.87% | 166 | +2,692 | 5.34% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 53,061 | 6,798 | 0.02% | 0.03% | 167 | -38,722 | -42.19% | Q1 2026 | May 14, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 52,210 | 6,689 | 2.31% | 2.43% | 168 | +574 | 1.11% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 51,410 | 6,586 | 0.0% | 0.0% | 169 | +20,310 | 65.31% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 51,091 | 6,545 | 0.08% | 0.08% | 170 | -1,294 | -2.47% | Q1 2026 | May 06, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 50,529 | 6,474 | 0.2% | — | 171 | +50,529 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 49,344 | 6,322 | 0.06% | 0.09% | 172 | -1,504 | -2.96% | Q1 2026 | May 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 49,282 | 6,314 | 0.08% | 0.08% | 173 | +658 | 1.35% | Q1 2026 | May 15, 2026 |
| McAdam, LLC | History | Added to | 48,495 | 6,213 | 0.28% | 0.29% | 174 | +2,670 | 5.83% | Q1 2026 | May 08, 2026 |
| FARMERS TRUST CO | History | Added to | 47,815 | 6,126 | 0.96% | 0.07% | 175 | +44,855 | 1515.37% | Q1 2026 | Apr 07, 2026 |
| VANCE WEALTH, LLC | History | Added to | 47,454 | 6,079 | 1.76% | 1.88% | 176 | +1,324 | 2.87% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 47,041 | 6,058 | 0.06% | 0.03% | 177 | +23,890 | 103.19% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 47,268 | 6,056 | 0.39% | 0.42% | 178 | +68 | 0.14% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 46,975 | 6,018 | 0.02% | 0.02% | 179 | +2,455 | 5.51% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 46,843 | 6,001 | 0.03% | 0.02% | 180 | +19,506 | 71.35% | Q1 2026 | May 15, 2026 |
| TICINO WEALTH | History | Reduced | 39,605 | 5,975 | 2.08% | 2.18% | 181 | -3,336 | -7.77% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 46,429 | 5,948 | 0.09% | 0.1% | 182 | +9,834 | 26.87% | Q1 2026 | May 15, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 46,275 | 5,928 | 0.21% | 1.9% | 183 | -333,749 | -87.82% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 45,558 | 5,836 | 0.09% | 0.09% | 184 | -350 | -0.76% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | No change | 45,361 | 5,813 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 44,996 | 5,764 | 0.1% | 0.1% | 186 | +1,151 | 2.63% | Q1 2026 | Apr 21, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 44,531 | 5,705 | 0.41% | 0.45% | 187 | -692 | -1.53% | Q1 2026 | May 06, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 44,241 | 5,668 | 0.76% | 0.84% | 188 | -1,316 | -2.89% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 44,191 | 5,661 | 0.27% | 0.25% | 189 | +7,073 | 19.06% | Q1 2026 | Apr 28, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 45,474 | 5,621 | 1.87% | 1.48% | 190 | +12,595 | 38.31% | Q1 2026 | Apr 27, 2026 |
| rebel Financial LLC | History | Added to | 43,760 | 5,606 | 2.43% | 2.39% | 191 | +2,929 | 7.17% | Q1 2026 | Apr 24, 2026 |
| Hilltop National Bank | History | Added to | 43,633 | 5,590 | 1.33% | 1.44% | 192 | +229 | 0.53% | Q1 2026 | Apr 02, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 43,513 | 5,574 | 1.97% | 2.23% | 193 | -217 | -0.5% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 43,249 | 5,541 | 0.03% | 0.03% | 194 | +8,424 | 24.19% | Q1 2026 | May 15, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 43,092 | 5,520 | 1.96% | 2.07% | 195 | -148 | -0.34% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Added to | 43,004 | 5,509 | 0.15% | 0.16% | 196 | +2,045 | 4.99% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 42,618 | 5,460 | 0.06% | 0.09% | 197 | -8,966 | -17.38% | Q1 2026 | May 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 42,392 | 5,431 | 0.16% | 0.19% | 198 | -3,929 | -8.48% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 41,480 | 5,314 | 0.01% | 0.01% | 199 | +878 | 2.16% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Reduced | 41,422 | 5,307 | 0.01% | 0.01% | 200 | -256 | -0.61% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 41,092 | 5,264 | 0.03% | 0.03% | 201 | +2,722 | 7.09% | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 40,652 | 5,208 | 0.19% | 0.19% | 202 | +3,209 | 8.57% | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | Reduced | 40,058 | 5,132 | 0.02% | 0.03% | 203 | -80 | -0.2% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 39,950 | 5,118 | 0.13% | 0.0% | 204 | +39,759 | 20816.23% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 39,438 | 5,052 | 0.17% | 0.17% | 205 | +2,104 | 5.64% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 39,932 | 4,994 | 0.15% | 0.17% | 206 | -700 | -1.72% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 38,651 | 4,951 | 0.1% | 0.08% | 207 | +5,865 | 17.89% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 38,607 | 4,946 | 0.02% | 0.02% | 208 | +4,804 | 14.21% | Q1 2026 | May 15, 2026 |
| Certified Advisory Corp | History | Added to | 38,538 | 4,937 | 0.44% | 0.37% | 209 | +9,270 | 31.67% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 38,510 | 4,933 | 0.07% | 0.07% | 210 | +2,464 | 6.84% | Q1 2026 | May 15, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 38,288 | 4,905 | 1.84% | 1.8% | 211 | +1,798 | 4.93% | Q1 2026 | May 08, 2026 |
| Lee Financial Co | History | Reduced | 37,513 | 4,806 | 0.68% | 0.75% | 212 | -3,206 | -7.87% | Q1 2026 | Apr 13, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 37,298 | 4,778 | 0.17% | 0.24% | 213 | -9,148 | -19.7% | Q1 2026 | May 07, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 37,244 | 4,771 | 0.9% | 0.87% | 214 | -473 | -1.25% | Q1 2026 | May 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 37,237 | 4,770 | 0.06% | 0.07% | 215 | -4,553 | -10.89% | Q1 2026 | May 08, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | No change | 37,139 | 4,758 | 1.49% | 1.58% | 216 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Saiph Capital, LLC | History | Added to | 37,063 | 4,748 | 1.8% | 1.8% | 217 | +490 | 1.34% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 37,042 | 4,745 | 0.09% | 0.1% | 218 | +714 | 1.97% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | Added to | 36,601 | 4,689 | 0.23% | 0.1% | 219 | +22,093 | 152.28% | Q1 2026 | May 04, 2026 |
| EQUITABLE TRUST CO | History | Added to | 36,056 | 4,619 | 0.21% | 0.21% | 220 | +964 | 2.75% | Q1 2026 | Apr 30, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 35,596 | 4,560 | 0.08% | 0.09% | 222 | -7,870 | -18.11% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 35,598 | 4,560 | 0.36% | 0.36% | 221 | +346 | 0.98% | Q1 2026 | Apr 23, 2026 |
| HRT FINANCIAL LP | History | New | 35,287 | 4,520 | 0.01% | — | 223 | +35,287 | New | Q1 2026 | May 14, 2026 |
| Eukles Asset Management | History | Added to | 35,051 | 4,490 | 2.0% | 1.62% | 224 | +4,683 | 15.42% | Q1 2026 | May 05, 2026 |
| Processus Wealth & Capital Management, LLC | History | Added to | 34,867 | 4,467 | 3.03% | 3.04% | 225 | +1,180 | 3.5% | Q1 2026 | May 12, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 34,381 | 4,404 | 2.62% | 2.8% | 226 | +985 | 2.95% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 33,981 | 4,354 | 0.03% | 0.08% | 227 | -36,599 | -51.85% | Q1 2026 | Apr 07, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 33,928 | 4,346 | 0.31% | 0.17% | 228 | +24,784 | 271.04% | Q1 2026 | May 15, 2026 |
| Beacon Bank & Trust | History | Reduced | 33,469 | 4,288 | 0.88% | 0.95% | 229 | -726 | -2.12% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 33,395 | 4,278 | 0.12% | 0.04% | 230 | +24,236 | 264.61% | Q1 2026 | May 13, 2026 |
| Burns Matteson Capital Management, LLC | History | Reduced | 33,369 | 4,275 | 1.57% | 1.67% | 231 | -1,427 | -4.1% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 32,947 | 4,221 | 0.24% | 0.25% | 232 | +11 | 0.03% | Q1 2026 | Apr 23, 2026 |
| Atlas Brown,Inc. | History | Reduced | 32,901 | 4,215 | 1.27% | 1.36% | 233 | -400 | -1.2% | Q1 2026 | Apr 17, 2026 |
| May Barnhard Investments LLC | History | Reduced | 32,838 | 4,207 | 2.04% | 2.33% | 234 | -3,178 | -8.82% | Q1 2026 | May 13, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 32,699 | 4,189 | 1.52% | 1.52% | 235 | +2,937 | 9.87% | Q1 2026 | Apr 27, 2026 |
| BlackRock, Inc. | History | Reduced | 32,416 | 4,153 | 0.0% | 0.0% | 236 | -1,803 | -5.27% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 32,294 | 4,137 | 0.06% | 0.06% | 237 | +1,246 | 4.01% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 32,098 | 4,112 | 0.03% | 0.04% | 238 | -6,266 | -16.33% | Q1 2026 | Apr 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 32,076 | 4,110 | 0.0% | 0.0% | 239 | -10 | -0.03% | Q1 2026 | May 15, 2026 |
| Hofer & Associates. Inc | History | Added to | 31,884 | 4,084 | 2.19% | 2.26% | 240 | +748 | 2.4% | Q1 2026 | Apr 21, 2026 |
| Kelsey Financial, LLC | History | Added to | 31,682 | 4,059 | 3.55% | 3.38% | 241 | +2,912 | 10.12% | Q1 2026 | May 06, 2026 |
| LWM ADVISORS INC | History | Reduced | 30,999 | 3,971 | 3.44% | 3.95% | 242 | -1,817 | -5.54% | Q1 2026 | Apr 10, 2026 |
| CITIGROUP INC | History | Reduced | 30,823 | 3,949 | 0.0% | 0.0% | 243 | -27,140 | -46.82% | Q1 2026 | May 11, 2026 |
| Vision Capital Management, Inc. | History | Reduced | 30,582 | 3,918 | 0.49% | 0.51% | 244 | -185 | -0.6% | Q1 2026 | Apr 24, 2026 |
| Ascentis Independent Advisors | History | Added to | 29,877 | 3,827 | 0.29% | 0.37% | 245 | +12,995 | 76.98% | Q1 2026 | Apr 28, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 29,815 | 3,819 | 1.09% | 0.04% | 246 | +29,108 | 4117.11% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 29,815 | 3,819 | 1.09% | 0.94% | 247 | +7,508 | 33.66% | Q1 2026 | May 13, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 29,214 | 3,742 | 0.64% | 0.91% | 248 | -8,486 | -22.51% | Q1 2026 | Apr 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 28,855 | 3,696 | 0.36% | 0.36% | 249 | +1,319 | 4.79% | Q1 2026 | Apr 30, 2026 |
| Auour Investments LLC | History | Added to | 28,676 | 3,674 | 1.16% | 1.17% | 250 | +1,798 | 6.69% | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | Added to | 28,597 | 3,663 | 0.05% | 0.06% | 251 | +104 | 0.37% | Q1 2026 | Apr 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 28,553 | 3,658 | 0.01% | 0.01% | 252 | -527 | -1.81% | Q1 2026 | May 14, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 28,196 | 3,612 | 0.98% | 1.06% | 253 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VANGUARD GROUP INC | History | No change | 26,254 | 3,595 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 26,171 | 3,583 | 0.52% | 0.52% | 255 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Essex Financial Services, Inc. | History | Added to | 27,481 | 3,520 | 0.2% | 0.21% | 256 | +270 | 0.99% | Q1 2026 | Apr 24, 2026 |
| Consolidated Investment Group LLC | History | Added to | 27,450 | 3,516 | 0.38% | 0.19% | 257 | +15,750 | 134.62% | Q1 2026 | May 04, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 27,256 | 3,491 | 0.06% | 0.07% | 258 | -891 | -3.17% | Q1 2026 | May 18, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 28,177 | 3,483 | 0.22% | 0.19% | 259 | -1,493 | -5.03% | Q1 2026 | Apr 24, 2026 |
| Eagle Strategies LLC | History | Added to | 27,121 | 3,474 | 0.42% | 0.44% | 260 | +2,025 | 8.07% | Q1 2026 | Apr 20, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 25,308 | 3,465 | 0.02% | 0.02% | 261 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 27,019 | 3,461 | 0.1% | 0.1% | 262 | -233 | -0.85% | Q1 2026 | Apr 28, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 26,885 | 3,444 | 0.45% | 0.49% | 263 | -613 | -2.23% | Q1 2026 | Apr 27, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 26,842 | 3,438 | 0.86% | 0.83% | 264 | +4,817 | 21.87% | Q1 2026 | Apr 29, 2026 |
| One Capital Management, LLC | History | Reduced | 26,601 | 3,408 | 0.09% | 0.52% | 266 | -99,766 | -78.95% | Q1 2026 | May 12, 2026 |
| Mathes Company, Inc. | History | No change | 26,603 | 3,408 | 1.25% | 1.3% | 265 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 26,390 | 3,381 | 0.08% | 0.22% | 267 | -39,869 | -60.17% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | Reduced | 26,223 | 3,359 | 0.09% | 0.1% | 268 | -33 | -0.13% | Q1 2026 | Apr 21, 2026 |
| Intergy Private Wealth, LLC | History | Added to | 26,164 | 3,352 | 0.98% | 1.04% | 269 | +1,048 | 4.17% | Q1 2026 | Apr 16, 2026 |
| Stone Wealth Partners | History | Added to | 26,036 | 3,335 | 2.99% | 2.95% | 270 | +1,812 | 7.48% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Added to | 25,629 | 3,283 | 0.04% | 0.04% | 271 | +836 | 3.37% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 25,472 | 3,262 | 0.02% | 0.03% | 272 | -4,857 | -16.01% | Q1 2026 | May 15, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 25,201 | 3,228 | 0.09% | 0.1% | 273 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 25,061 | 3,210 | 0.2% | — | 274 | +25,061 | New | Q1 2026 | May 08, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 24,616 | 3,153 | 0.19% | 0.19% | 275 | +585 | 2.43% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 22,993 | 3,148 | 0.06% | 0.06% | 276 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avior Wealth Management, LLC | History | Added to | 24,383 | 3,111 | 0.09% | 0.1% | 277 | +271 | 1.12% | Q1 2026 | Apr 09, 2026 |
| LifeWealth Investments, LLC | History | Added to | 24,191 | 3,099 | 0.92% | 0.7% | 278 | +7,930 | 48.77% | Q1 2026 | Apr 20, 2026 |
| MSH Capital Advisors LLC | History | Added to | 23,952 | 3,068 | 0.65% | 0.68% | 280 | +668 | 2.87% | Q1 2026 | May 08, 2026 |
| Glenview Trust Co | History | Added to | 23,948 | 3,068 | 0.05% | 0.05% | 279 | +14 | 0.06% | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 23,882 | 3,059 | 0.07% | 0.08% | 281 | -1,424 | -5.63% | Q1 2026 | May 11, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 23,359 | 2,992 | 0.06% | 0.17% | 282 | -41,304 | -63.88% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 555,162 | 2,991 | 0.02% | 0.51% | 283 | +15,119 | 2.8% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 23,127 | 2,967 | 0.11% | 0.15% | 284 | +16,379 | 242.72% | Q1 2026 | May 14, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 23,026 | 2,950 | 1.19% | 1.24% | 285 | -819 | -3.43% | Q1 2026 | May 13, 2026 |
| Financial Partners Group, Inc | History | Reduced | 22,958 | 2,941 | 0.35% | 1.82% | 286 | -93,301 | -80.25% | Q1 2026 | Apr 10, 2026 |
| Ballew Advisors, Inc | History | Added to | 22,157 | 2,911 | 1.64% | 1.72% | 287 | +515 | 2.38% | Q1 2026 | Apr 10, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 22,435 | 2,874 | 0.17% | 0.2% | 288 | -4,006 | -15.15% | Q1 2026 | Apr 20, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 22,398 | 2,869 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 22,216 | 2,846 | 1.13% | 1.18% | 290 | -30 | -0.13% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 22,090 | 2,844 | 0.0% | 0.01% | 291 | -9,782 | -30.69% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 21,956 | 2,813 | 0.0% | 0.0% | 292 | +3,702 | 20.28% | Q1 2026 | May 15, 2026 |
| LOWERY THOMAS, LLC | History | Reduced | 21,454 | 2,748 | 1.57% | 1.67% | 293 | -72 | -0.33% | Q1 2026 | May 13, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 20,359 | 2,737 | 1.55% | 1.59% | 294 | +1,450 | 7.67% | Q1 2026 | Apr 17, 2026 |
| Pointe Capital Management LLC | History | Added to | 21,292 | 2,727 | 1.35% | 1.36% | 295 | +1,258 | 6.28% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 21,264 | 2,724 | 0.1% | 0.19% | 296 | -19,006 | -47.2% | Q1 2026 | May 06, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Added to | 21,236 | 2,721 | 0.74% | 0.62% | 297 | +4,992 | 30.73% | Q1 2026 | Apr 29, 2026 |
| Veridan Wealth LLC | History | Reduced | 21,143 | 2,708 | 1.0% | 0.98% | 298 | -239 | -1.12% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 21,080 | 2,700 | 0.02% | 0.02% | 299 | +1,369 | 6.95% | Q1 2026 | Apr 30, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 20,936 | 2,682 | 0.62% | 0.71% | 300 | -454 | -2.12% | Q1 2026 | May 08, 2026 |