iSHARES TRUST - IWR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Showing first 300 of
1,614 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 92,963,542 | 8,872,882 | 4.26% | 4.63% | 1 | +14,042,687 | 17.79% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 65,876,235 | 6,405,146 | 0.47% | 0.47% | 2 | -693,395 | -1.04% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 42,826,207 | 4,163,992 | 0.79% | 0.73% | 3 | +1,140,119 | 2.74% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,921,085 | 1,256,317 | 1.52% | 1.46% | 4 | -7,886 | -0.06% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,333,478 | 1,199,184 | 0.69% | 0.66% | 5 | -164,229 | -1.31% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Added to | 10,986,837 | 1,068,250 | 0.06% | 0.06% | 6 | +189,068 | 1.75% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 10,727,281 | 1,043,013 | 0.19% | 0.18% | 7 | -52,159 | -0.48% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 10,185,510 | 990,337 | 0.13% | 0.13% | 8 | -146,081 | -1.41% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 8,969,908 | 872,144 | 1.36% | 1.3% | 9 | +288,439 | 3.32% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 7,874,760 | 765,663 | 0.13% | 0.12% | 10 | -37,150 | -0.47% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 7,245,637 | 704,493 | 0.11% | 0.09% | 11 | +1,231,651 | 20.48% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 6,910,983 | 654,746 | 0.04% | 0.04% | 12 | +171,633 | 2.55% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 4,471,361 | 434,750 | 0.12% | 0.13% | 13 | -127,293 | -2.77% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,177,265 | 406,155 | 0.55% | 0.54% | 14 | -3,081 | -0.07% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 4,088,657 | 397,540 | 0.02% | 0.02% | 15 | +32,181 | 0.79% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 3,889,097 | 378,136 | 8.2% | 8.63% | 16 | +77,476 | 2.03% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 3,755,593 | 365,156 | 0.1% | 0.09% | 17 | +235,527 | 6.69% | Q1 2026 | May 06, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,149,904 | 306,233 | 0.41% | — | 18 | +3,149,904 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,149,600 | 303,211 | 0.51% | 0.51% | 19 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,016,398 | 293,453 | 0.07% | 0.06% | 20 | +192,109 | 6.8% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,915,275 | 283,452 | 0.39% | 0.27% | 21 | +953,277 | 48.59% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 2,907,847 | 282,729 | 2.29% | 2.22% | 22 | +90,405 | 3.21% | Q1 2026 | May 01, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,811,404 | 273,352 | 1.05% | — | 23 | +2,811,404 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,800,579 | 272,300 | 0.08% | 0.09% | 24 | -120,755 | -4.13% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,547,979 | 247,739 | 0.45% | 0.62% | 25 | +521,709 | 25.75% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,133,527 | 207,442 | 0.22% | 0.24% | 26 | -122,909 | -5.45% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,966,876 | 191,239 | 0.07% | 0.05% | 27 | +419,567 | 27.12% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,966,484 | 191,201 | 0.02% | 0.02% | 28 | +24,505 | 1.26% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 1,904,995 | 185,222 | 0.74% | 0.71% | 29 | -3,860 | -0.2% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 1,748,719 | 170,026 | 0.2% | 0.2% | 30 | -26,595 | -1.5% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 1,567,151 | 152,374 | 0.56% | 0.54% | 31 | -2,610 | -0.17% | Q1 2026 | Apr 24, 2026 |
| COMMERCE BANK | History | Reduced | 1,477,948 | 143,700 | 0.7% | 0.79% | 32 | -5,971 | -0.4% | Q1 2026 | May 11, 2026 |
| Glenview Trust Co | History | Added to | 1,350,641 | 131,322 | 2.06% | 1.94% | 33 | +44,178 | 3.38% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 1,253,521 | 121,880 | 0.93% | 0.91% | 34 | +4,363 | 0.35% | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | Added to | 1,215,916 | 118,223 | 6.26% | 6.23% | 35 | +30,419 | 2.57% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,197,713 | 116,453 | 0.07% | 0.07% | 36 | +18,109 | 1.54% | Q1 2026 | May 07, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 1,126,058 | 109,486 | 1.77% | 0.6% | 37 | +820,594 | 268.64% | Q1 2026 | Apr 21, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,098,953 | 106,851 | 0.8% | 0.73% | 38 | +165,524 | 17.73% | Q1 2026 | May 15, 2026 |
| First Western Trust Bank | History | Reduced | 1,040,186 | 101,137 | 5.11% | 5.06% | 39 | -29,092 | -2.72% | Q1 2026 | May 12, 2026 |
| ALERUS FINANCIAL NA | History | Added to | 979,450 | 95,231 | 4.71% | 4.53% | 40 | +16,825 | 1.75% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 964,881 | 93,815 | 1.31% | 1.24% | 41 | -981 | -0.1% | Q1 2026 | May 11, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Added to | 961,460 | 93,482 | 8.04% | 7.86% | 42 | +2,477 | 0.26% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 957,225 | 93,071 | 0.06% | 0.06% | 43 | +17,660 | 1.88% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 949,587 | 92,328 | 0.16% | 0.16% | 44 | +24,012 | 2.59% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 917,285 | 89,187 | 0.27% | 0.25% | 45 | +31,934 | 3.61% | Q1 2026 | May 13, 2026 |
| JMG Financial Group, Ltd. | History | Added to | 916,371 | 89,098 | 2.45% | 2.35% | 46 | +48,213 | 5.55% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 916,341 | 89,096 | 0.22% | 0.23% | 47 | -130,227 | -12.44% | Q1 2026 | Apr 22, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 911,727 | 88,647 | 3.0% | 2.88% | 48 | -3,059 | -0.33% | Q1 2026 | Apr 06, 2026 |
| Cerity Partners LLC | History | Added to | 898,470 | 87,376 | 0.12% | 0.12% | 49 | +38,657 | 4.5% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 866,594 | 84,258 | 1.62% | 1.61% | 50 | -24,620 | -2.76% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 863,947 | 84,001 | 0.12% | 0.12% | 51 | -45,168 | -4.97% | Q1 2026 | Apr 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 857,371 | 83,362 | 5.38% | 5.11% | 52 | +3,898 | 0.46% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Added to | 768,730 | 74,743 | 0.68% | 0.93% | 53 | +3,719 | 0.49% | Q1 2026 | May 06, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 768,475 | 74,718 | 1.61% | 1.57% | 54 | +83,335 | 12.16% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 768,475 | 74,718 | 1.39% | 1.35% | 55 | +83,335 | 12.16% | Q1 2026 | May 06, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 758,700 | 73,768 | 0.83% | 0.74% | 56 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 745,064 | 72,462 | 0.11% | 0.1% | 57 | +56,521 | 8.21% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 725,457 | 70,541 | 0.21% | 0.16% | 58 | +117,048 | 19.24% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Reduced | 707,769 | 68,816 | 1.11% | 1.17% | 59 | -11,153 | -1.55% | Q1 2026 | May 15, 2026 |
| International City Management Association Retirement Corp | History | No change | 702,067 | 68,261 | 34.97% | 34.32% | 60 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 689,676 | 67,057 | 1.34% | 1.21% | 61 | +5,415 | 0.79% | Q1 2026 | Apr 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 665,830 | 64,738 | 0.02% | 0.02% | 62 | -993 | -0.15% | Q1 2026 | May 13, 2026 |
| Citizens Business Bank | History | Reduced | 650,511 | 63,249 | 10.36% | 10.41% | 63 | -4,127 | -0.63% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 554,428 | 54,522 | 0.11% | 0.12% | 64 | -304,187 | -35.43% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 554,250 | 53,889 | 0.27% | 0.28% | 65 | +25,377 | 4.8% | Q1 2026 | May 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 553,804 | 53,846 | 2.17% | 1.88% | 66 | +35,791 | 6.91% | Q1 2026 | May 04, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 553,628 | 53,829 | 1.67% | 1.52% | 67 | +36,104 | 6.98% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 555,003 | 53,430 | 0.21% | 0.21% | 68 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 519,587 | 50,519 | 0.13% | 0.12% | 69 | +42,889 | 9.0% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 509,881 | 49,619 | 0.06% | 0.06% | 70 | +7,923 | 1.58% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 507,219 | 49,316 | 0.05% | 0.05% | 71 | -15,174 | -2.9% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 488,467 | 46,796 | 0.07% | 0.07% | 72 | -218,082 | -30.87% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 462,633 | 44,981 | 0.25% | 0.28% | 73 | -13,322 | -2.8% | Q1 2026 | May 15, 2026 |
| River Wealth Advisors LLC | History | Added to | 450,160 | 43,769 | 5.03% | 4.64% | 74 | +19,971 | 4.64% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 441,120 | 42,890 | 0.59% | 0.67% | 75 | -46,670 | -9.57% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Reduced | 439,030 | 42,686 | 0.24% | 0.24% | 76 | -803 | -0.18% | Q1 2026 | May 15, 2026 |
| Stegner Investment Associates Inc. | History | Reduced | 420,379 | 40,873 | 22.39% | 22.66% | 77 | -22,583 | -5.1% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 419,131 | 40,752 | 0.51% | 0.51% | 78 | -6,021 | -1.42% | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | Reduced | 412,319 | 40,089 | 0.14% | 0.13% | 79 | -10,776 | -2.55% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 410,635 | 39,926 | 0.95% | 0.79% | 80 | +63,132 | 18.17% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 375,884 | 36,547 | 0.01% | 0.0% | 81 | +337,804 | 887.09% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 373,719 | 36,336 | 0.06% | 0.05% | 82 | +2,754 | 0.74% | Q1 2026 | May 15, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 369,247 | 35,901 | 3.77% | 3.49% | 83 | +38,250 | 11.56% | Q1 2026 | May 11, 2026 |
| Consolidated Investment Group LLC | History | Added to | 362,100 | 35,206 | 3.82% | 3.72% | 84 | +38,960 | 12.06% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 356,993 | 34,710 | 0.06% | 0.07% | 85 | -2,807 | -0.78% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 347,973 | 33,833 | 0.0% | 0.0% | 86 | -48,266 | -12.18% | Q1 2026 | May 13, 2026 |
| Gilbert & Cook, Inc. | History | Reduced | 345,099 | 33,554 | 4.33% | 4.27% | 87 | -7,489 | -2.12% | Q1 2026 | May 05, 2026 |
| Coastline Trust Co | History | Reduced | 339,497 | 33,009 | 3.27% | 3.13% | 88 | -5,741 | -1.66% | Q1 2026 | Apr 03, 2026 |
| AE Wealth Management LLC | History | Added to | 331,521 | 32,233 | 0.17% | 0.17% | 89 | +23,163 | 7.51% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 329,530 | 32,040 | 1.95% | 0.74% | 90 | -2,888,904 | -89.76% | Q1 2026 | May 12, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 320,907 | 31,201 | 0.19% | 0.19% | 91 | -2,910 | -0.9% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | Reduced | 320,317 | 31,144 | 0.67% | 0.63% | 92 | -50,664 | -13.66% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 318,067 | 30,925 | 0.16% | 0.18% | 93 | +52,793 | 19.9% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Added to | 317,294 | 30,850 | 1.35% | 0.05% | 94 | +307,867 | 3265.8% | Q1 2026 | May 11, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 316,754 | 30,797 | 0.2% | 0.18% | 95 | +17,285 | 5.77% | Q1 2026 | May 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 315,590 | 30,684 | 0.86% | 0.48% | 96 | +124,174 | 64.87% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 312,220 | 30,357 | 0.11% | 0.1% | 97 | +58,854 | 23.23% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 303,485 | 29,507 | 0.08% | 0.08% | 98 | -20,142 | -6.22% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 299,825 | 29,152 | 0.04% | 0.05% | 99 | -18,760 | -5.89% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 299,760 | 29,146 | 0.03% | 0.03% | 100 | -18,640 | -5.85% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 285,056 | 27,716 | 0.42% | 0.38% | 101 | +19,382 | 7.3% | Q1 2026 | May 01, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 282,524 | 27,469 | 0.34% | 0.35% | 102 | -43 | -0.02% | Q1 2026 | May 08, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | Added to | 281,775 | 27,396 | 7.43% | 9.8% | 103 | +44,323 | 18.67% | Q1 2026 | Apr 08, 2026 |
| INTRUST BANK NA | History | New | 272,742 | 26,518 | 2.16% | — | 104 | +272,742 | New | Q1 2026 | May 06, 2026 |
| DT Investment Partners, LLC | History | Added to | 268,887 | 26,143 | 2.18% | 1.97% | 105 | +22,203 | 9.0% | Q1 2026 | May 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 260,044 | 25,284 | 1.34% | 1.31% | 106 | -6,910 | -2.59% | Q1 2026 | Apr 29, 2026 |
| VestGen Advisors, LLC | History | Added to | 228,901 | 24,027 | 0.64% | 0.14% | 107 | +195,233 | 579.88% | Q1 2026 | May 14, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 246,781 | 23,994 | 0.57% | 0.45% | 108 | +37,289 | 17.8% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 246,336 | 23,951 | 0.13% | 0.13% | 109 | -2,481 | -1.0% | Q1 2026 | May 05, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 242,622 | 23,590 | 1.4% | 1.44% | 110 | -15,963 | -6.17% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 241,260 | 23,457 | 0.1% | 0.1% | 111 | -6,696 | -2.7% | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | Reduced | 237,554 | 23,097 | 1.86% | 1.92% | 112 | -6,771 | -2.77% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 235,136 | 22,828 | 0.04% | 0.04% | 113 | +7,211 | 3.16% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 230,568 | 22,418 | 0.24% | 0.24% | 114 | +10,063 | 4.56% | Q1 2026 | Apr 20, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 221,855 | 21,570 | 0.77% | 0.76% | 115 | -3,514 | -1.56% | Q1 2026 | Apr 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 216,920 | 21,091 | 0.71% | 0.71% | 116 | +6,249 | 2.97% | Q1 2026 | Apr 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 201,571 | 20,965 | 0.27% | 0.26% | 117 | -2,387 | -1.17% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 211,289 | 20,864 | 0.43% | 0.42% | 118 | +8,589 | 4.24% | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 214,381 | 20,844 | 0.24% | 0.24% | 119 | -5,516 | -2.51% | Q1 2026 | Apr 28, 2026 |
| AMARILLO NATIONAL BANK | History | Reduced | 214,284 | 20,834 | 3.68% | 3.76% | 120 | -7,871 | -3.54% | Q1 2026 | Apr 17, 2026 |
| Legacy Advisors, LLC | History | Added to | 212,098 | 20,622 | 2.43% | 2.18% | 121 | +1,196 | 0.57% | Q1 2026 | May 05, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 210,148 | 20,432 | 0.28% | 0.26% | 122 | +1,252 | 0.6% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 205,951 | 20,024 | 0.01% | 0.02% | 123 | -222,556 | -51.94% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 203,641 | 19,800 | 0.01% | 0.02% | 124 | -255,612 | -55.66% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 200,994 | 19,542 | 0.15% | 0.16% | 125 | -2,095 | -1.03% | Q1 2026 | May 01, 2026 |
| Performa Ltd (US), LLC | History | Added to | 198,901 | 19,339 | 4.38% | — | 126 | +198,900 | 19890000.0% | Q1 2026 | May 06, 2026 |
| LJI Wealth Management, LLC | History | Added to | 194,469 | 18,908 | 3.02% | 2.66% | 127 | +13,203 | 7.28% | Q1 2026 | May 04, 2026 |
| Independent Advisor Alliance | History | Added to | 192,850 | 18,750 | 0.2% | 0.02% | 128 | +185,443 | 2503.62% | Q1 2026 | May 12, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Added to | 191,685 | 18,637 | 1.93% | 1.82% | 129 | +9,446 | 5.18% | Q1 2026 | Apr 13, 2026 |
| Miller Investment Management, LP | History | Reduced | 188,278 | 18,306 | 1.82% | 1.83% | 130 | -6,287 | -3.23% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Reduced | 184,368 | 18,013 | 0.09% | 0.11% | 131 | -24,832 | -11.87% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 182,218 | 17,994 | 0.2% | 0.2% | 132 | -1,331 | -0.73% | Q1 2026 | Apr 28, 2026 |
| PFW Advisors LLC | History | Reduced | 181,368 | 17,634 | 5.55% | 5.3% | 133 | -1,066 | -0.58% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Reduced | 177,262 | 17,235 | 0.05% | 0.06% | 134 | -60,190 | -25.35% | Q1 2026 | May 14, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 174,205 | 16,937 | 2.34% | 2.24% | 135 | +7,205 | 4.31% | Q1 2026 | Apr 21, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 172,130 | 16,736 | 1.19% | 1.21% | 136 | -1,480 | -0.85% | Q1 2026 | May 06, 2026 |
| BOKF, NA | History | Reduced | 171,785 | 16,702 | 0.26% | 0.4% | 137 | -98,491 | -36.44% | Q1 2026 | May 08, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 170,441 | 16,571 | 0.52% | 0.59% | 138 | +1,901 | 1.13% | Q1 2026 | May 07, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 169,425 | 16,473 | 2.8% | 2.14% | 139 | +3,323 | 2.0% | Q1 2026 | Apr 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 170,845 | 16,447 | 0.01% | 0.01% | 140 | +1,125 | 0.66% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Reduced | 168,118 | 16,346 | 0.37% | 0.39% | 141 | -22,302 | -11.71% | Q1 2026 | May 13, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 167,673 | 16,302 | 6.01% | 6.19% | 142 | -10,405 | -5.84% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 166,306 | 16,169 | 0.05% | 0.04% | 143 | +19,638 | 13.39% | Q1 2026 | May 08, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 165,377 | 16,079 | 0.03% | 0.02% | 144 | -13 | -0.01% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 164,985 | 16,041 | 0.34% | 0.35% | 145 | -9,283 | -5.33% | Q1 2026 | May 13, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 164,662 | 16,010 | 2.08% | 2.22% | 146 | -3,276 | -1.95% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 164,548 | 15,998 | 0.93% | 1.03% | 147 | -16,380 | -9.05% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 164,535 | 15,997 | 0.08% | 0.08% | 148 | -4,394 | -2.6% | Q1 2026 | Apr 24, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 162,321 | 15,782 | 0.25% | 0.23% | 149 | -1,014 | -0.62% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 162,114 | 15,762 | 0.53% | 0.47% | 150 | +20,356 | 14.36% | Q1 2026 | May 13, 2026 |
| COUNTRY TRUST BANK | History | Reduced | 160,227 | 15,578 | 0.3% | 0.3% | 151 | -11,034 | -6.44% | Q1 2026 | Apr 10, 2026 |
| WOODSTOCK CORP | History | Reduced | 159,885 | 15,545 | 1.38% | 1.35% | 152 | -3,449 | -2.11% | Q1 2026 | Apr 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 158,126 | 15,374 | 0.36% | 0.37% | 153 | -1,234 | -0.77% | Q1 2026 | May 11, 2026 |
| Fox Financial, Inc | History | Added to | 157,962 | 15,358 | 12.53% | 12.02% | 154 | +1,405 | 0.9% | Q1 2026 | May 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 156,840 | 15,249 | 0.08% | 0.11% | 155 | -168,484 | -51.79% | Q1 2026 | Apr 29, 2026 |
| Bricktown Capital, LLC | History | No change | 152,264 | 14,804 | 2.91% | 2.47% | 156 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 151,806 | 14,760 | 1.18% | 0.87% | 157 | +35,530 | 30.56% | Q1 2026 | Apr 09, 2026 |
| LIFE LINE WEALTH MANAGEMENT LLC | History | Added to | 148,081 | 14,397 | 6.43% | 0.91% | 158 | +116,030 | 362.02% | Q1 2026 | Apr 09, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 147,446 | 14,336 | 3.94% | 3.46% | 159 | +11,128 | 8.16% | Q1 2026 | May 12, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 147,016 | 14,301 | 2.6% | 2.42% | 160 | +3,349 | 2.33% | Q1 2026 | May 11, 2026 |
| GGM Financial LLC | History | Added to | 142,648 | 13,869 | 6.38% | 6.47% | 161 | +4,330 | 3.13% | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 140,647 | 13,675 | 1.46% | 1.48% | 162 | -425 | -0.3% | Q1 2026 | May 06, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 136,611 | 13,282 | 1.26% | 1.28% | 163 | -1,036 | -0.75% | Q1 2026 | Apr 09, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 133,741 | 13,003 | 0.96% | 0.91% | 164 | -664 | -0.49% | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 133,154 | 12,946 | 0.23% | 0.23% | 165 | -1,751 | -1.3% | Q1 2026 | Apr 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 132,847 | 12,917 | 0.02% | 0.02% | 166 | -7,159 | -5.11% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 132,226 | 12,856 | 0.22% | 0.21% | 167 | +751 | 0.57% | Q1 2026 | Apr 21, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 130,840 | 12,721 | 0.15% | 0.13% | 168 | +21,565 | 19.73% | Q1 2026 | May 08, 2026 |
| BAILARD, INC. | History | Reduced | 129,272 | 12,569 | 0.29% | 0.28% | 169 | -188 | -0.15% | Q1 2026 | May 11, 2026 |
| Ascent Group, LLC | History | Added to | 127,752 | 12,421 | 0.43% | 0.42% | 170 | +225 | 0.18% | Q1 2026 | May 15, 2026 |
| Taylor & Morgan Wealth Management, LLC | History | Added to | 127,738 | 12,419 | 7.08% | 6.53% | 171 | +6,754 | 5.58% | Q1 2026 | Apr 09, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 125,230 | 12,176 | 0.9% | 1.15% | 172 | -35,309 | -21.99% | Q1 2026 | Apr 16, 2026 |
| FIRST NATIONAL TRUST CO | History | Added to | 118,495 | 11,521 | 0.39% | 0.37% | 173 | +3,588 | 3.12% | Q1 2026 | May 07, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 114,343 | 11,117 | 0.93% | 1.15% | 174 | -39,405 | -25.63% | Q1 2026 | May 07, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 113,017 | 10,988 | 1.08% | 0.96% | 175 | +9,772 | 9.46% | Q1 2026 | Apr 30, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 111,885 | 10,878 | 0.08% | 0.08% | 176 | +2,433 | 2.22% | Q1 2026 | May 12, 2026 |
| STEPH & CO | History | Reduced | 111,846 | 10,874 | 3.1% | 3.65% | 177 | -19,734 | -15.0% | Q1 2026 | Apr 17, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 110,846 | 10,777 | 8.83% | 9.52% | 178 | +1,863 | 1.71% | Q1 2026 | May 05, 2026 |
| PROFFITT & GOODSON INC | History | Reduced | 108,033 | 10,504 | 1.62% | 1.5% | 179 | -4,042 | -3.61% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Added to | 108,019 | 10,502 | 0.57% | 0.43% | 180 | +4,924 | 4.78% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 106,888 | 10,392 | 0.15% | 0.02% | 181 | +97,641 | 1055.92% | Q1 2026 | May 12, 2026 |
| WEST BANCORPORATION INC | History | Added to | 106,076 | 10,313 | 5.15% | 4.53% | 182 | +16,222 | 18.05% | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | Reduced | 106,056 | 10,311 | 0.43% | 0.46% | 183 | -1,712 | -1.59% | Q1 2026 | Apr 30, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 105,634 | 10,270 | 0.36% | 0.09% | 184 | +79,026 | 297.0% | Q1 2026 | May 06, 2026 |
| Klaas Financial Asset Advisors, LLC | History | New | 104,564 | 10,166 | 1.4% | — | 185 | +104,564 | New | Q1 2026 | Apr 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 103,396 | 10,053 | 0.01% | 0.01% | 186 | +9,756 | 10.42% | Q1 2026 | May 12, 2026 |
| Midwest Trust Co | History | Added to | 102,419 | 9,958 | 0.12% | 0.1% | 187 | +21,370 | 26.37% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 101,003 | 9,723 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 98,354 | 9,562 | 0.94% | 0.05% | 189 | +94,210 | 2273.41% | Q1 2026 | Apr 06, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | Reduced | 97,130 | 9,443 | 0.84% | 0.97% | 190 | -1,165 | -1.19% | Q1 2026 | Apr 23, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Added to | 95,760 | 9,310 | 4.07% | 3.25% | 191 | +16,930 | 21.48% | Q1 2026 | Apr 28, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 93,263 | 9,068 | 0.89% | 0.93% | 192 | -2,598 | -2.71% | Q1 2026 | Apr 27, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 91,725 | 8,918 | 2.68% | 2.62% | 193 | +580 | 0.64% | Q1 2026 | Apr 20, 2026 |
| Tanglewood Legacy Advisors, LLC | History | Added to | 91,595 | 8,905 | 3.22% | 3.29% | 194 | +536 | 0.59% | Q1 2026 | Apr 27, 2026 |
| Trust Point Inc. | History | Reduced | 90,795 | 8,827 | 0.77% | 0.71% | 195 | -1,969 | -2.12% | Q1 2026 | Apr 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 90,405 | 8,790 | 0.11% | 0.1% | 196 | +10,626 | 13.32% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 90,273 | 8,777 | 0.04% | 0.02% | 197 | +3,668 | 4.24% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 89,374 | 8,689 | 0.1% | 0.09% | 198 | +6,153 | 7.39% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | Added to | 89,296 | 8,682 | 1.1% | 1.05% | 199 | +1,619 | 1.85% | Q1 2026 | Apr 30, 2026 |
| Rossmore Private Capital | History | Reduced | 89,126 | 8,665 | 0.76% | 0.77% | 200 | -498 | -0.56% | Q1 2026 | May 01, 2026 |
| Haverford Trust Co | History | Reduced | 87,043 | 8,463 | 0.08% | 0.08% | 201 | -2,271 | -2.54% | Q1 2026 | May 11, 2026 |
| Plan Group Financial, LLC | History | Reduced | 86,893 | 8,448 | 1.98% | 2.28% | 202 | -4,334 | -4.75% | Q1 2026 | Apr 13, 2026 |
| Summit Financial, LLC | History | Added to | 86,838 | 8,443 | 0.11% | 0.1% | 203 | +15,976 | 22.55% | Q1 2026 | May 15, 2026 |
| Paragon Private Wealth Management, LLC | History | Added to | 86,799 | 8,439 | 2.64% | 2.49% | 204 | +2,488 | 2.95% | Q1 2026 | May 19, 2026 |
| Strategic Financial Partners, Ltd. | History | Reduced | 86,160 | 8,377 | 3.62% | 4.16% | 205 | -13,568 | -13.61% | Q1 2026 | May 01, 2026 |
| Campion Asset Management | History | Reduced | 86,137 | 8,375 | 5.68% | 5.78% | 206 | -417 | -0.48% | Q1 2026 | May 14, 2026 |
| FULTON BANK, N.A. | History | Reduced | 84,492 | 8,215 | 0.29% | 0.28% | 207 | -370 | -0.44% | Q1 2026 | Apr 24, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 83,728 | 8,140 | 0.37% | 0.37% | 208 | -4,609 | -5.22% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 82,077 | 7,980 | 0.17% | 0.11% | 209 | +29,182 | 55.17% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Reduced | 81,869 | 7,960 | 0.04% | 0.04% | 210 | -134 | -0.16% | Q1 2026 | May 04, 2026 |
| Sincerus Advisory, LLC | History | Added to | 79,854 | 7,764 | 5.88% | 5.94% | 211 | +3,044 | 3.96% | Q1 2026 | Apr 06, 2026 |
| Johnson Financial Group, Inc. | History | Added to | 79,331 | 7,713 | 0.28% | 0.2% | 212 | +23,722 | 42.66% | Q1 2026 | May 07, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 77,946 | 7,578 | 0.12% | 0.13% | 213 | -81 | -0.1% | Q1 2026 | May 04, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 77,633 | 7,548 | 0.83% | 0.85% | 214 | -1,089 | -1.38% | Q1 2026 | May 14, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 77,300 | 7,515 | 1.87% | 1.94% | 215 | +3,970 | 5.41% | Q1 2026 | Apr 29, 2026 |
| One Capital Management, LLC | History | Added to | 76,746 | 7,462 | 0.2% | 0.17% | 216 | +19,896 | 35.0% | Q1 2026 | May 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 75,771 | 7,367 | 0.22% | 0.21% | 217 | -53 | -0.07% | Q1 2026 | Apr 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 75,282 | 7,319 | 0.1% | 0.1% | 218 | -3,273 | -4.17% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 74,705 | 7,263 | 0.01% | 0.01% | 219 | +35,664 | 91.35% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 74,499 | 7,243 | 0.08% | 0.08% | 220 | -167 | -0.22% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | Reduced | 73,473 | 7,143 | 0.13% | 0.14% | 221 | -4,954 | -6.32% | Q1 2026 | Apr 16, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 72,182 | 7,018 | 3.08% | 3.14% | 222 | +386 | 0.54% | Q1 2026 | Apr 27, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 72,126 | 7,012 | 0.69% | 0.65% | 223 | +591 | 0.83% | Q1 2026 | May 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Reduced | 72,086 | 7,008 | 0.3% | 0.3% | 224 | -1,989 | -2.69% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 71,143 | 6,917 | 0.05% | 0.05% | 225 | -67 | -0.09% | Q1 2026 | May 11, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 71,083 | 6,911 | 0.08% | 0.08% | 226 | -608 | -0.85% | Q1 2026 | May 06, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 71,051 | 6,908 | 1.09% | 1.3% | 227 | -2,181 | -2.98% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 70,293 | 6,834 | 0.09% | 0.09% | 228 | +5,314 | 8.18% | Q1 2026 | May 15, 2026 |
| Nadler Financial Group, Inc. | History | Reduced | 69,782 | 6,784 | 0.65% | 0.65% | 229 | -2,305 | -3.2% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 65,290 | 6,781 | 0.15% | 0.16% | 230 | +804 | 1.25% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 69,301 | 6,738 | 0.44% | 0.47% | 231 | -5,110 | -6.87% | Q1 2026 | Apr 15, 2026 |
| Chesapeake Wealth Management | History | Reduced | 69,242 | 6,732 | 2.07% | 2.01% | 232 | -972 | -1.38% | Q1 2026 | May 18, 2026 |
| Bucket List Wealth Management, LLC | History | Reduced | 68,651 | 6,674 | 4.02% | 9.6% | 233 | -98,347 | -58.89% | Q1 2026 | May 07, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 68,550 | 6,665 | 0.25% | 0.24% | 234 | +201 | 0.29% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 68,092 | 6,621 | 0.05% | 0.08% | 235 | -28,620 | -29.59% | Q1 2026 | Apr 07, 2026 |
| Baron Financial Group, LLC | History | Added to | 68,036 | 6,615 | 3.57% | 3.36% | 236 | +3,027 | 4.66% | Q1 2026 | Apr 09, 2026 |
| CITY HOLDING CO | History | Reduced | 68,014 | 6,612 | 0.83% | 0.83% | 237 | -1,740 | -2.49% | Q1 2026 | Apr 15, 2026 |
| Winthrop Partners - WNY, LLC | History | Reduced | 67,910 | 6,602 | 3.52% | 3.53% | 238 | -244 | -0.36% | Q1 2026 | May 07, 2026 |
| Westshore Wealth, LLC | History | No change | 68,470 | 6,591 | 2.18% | 2.18% | 239 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 68,370 | 6,581 | 0.95% | 0.95% | 240 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 67,261 | 6,539 | 0.11% | 0.1% | 241 | -188 | -0.28% | Q1 2026 | May 13, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 67,057 | 6,519 | 3.84% | — | 242 | +67,057 | New | Q1 2026 | May 13, 2026 |
| Curi Capital, LLC | History | Added to | 66,730 | 6,488 | 0.12% | 0.11% | 243 | +1,457 | 2.23% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 65,903 | 6,407 | 0.35% | 0.32% | 244 | +3,160 | 5.04% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Reduced | 63,975 | 6,220 | 0.17% | 0.17% | 245 | -871 | -1.34% | Q1 2026 | Apr 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 63,511 | 6,175 | 0.2% | 0.2% | 246 | +811 | 1.29% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 63,482 | 6,172 | 0.32% | 0.28% | 247 | -2,222 | -3.38% | Q1 2026 | Apr 28, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 62,553 | 6,081 | 0.91% | 0.88% | 248 | -1,005 | -1.58% | Q1 2026 | Apr 21, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 63,616 | 6,065 | 0.19% | 0.18% | 249 | +1,035 | 1.65% | Q1 2026 | May 11, 2026 |
| Orin Green Financial, LLC | History | Added to | 61,929 | 6,021 | 2.47% | 2.38% | 250 | +92 | 0.15% | Q1 2026 | Apr 29, 2026 |
| VANGUARD GROUP INC | History | No change | 61,973 | 5,966 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sunburst Financial Group, LLC | History | Reduced | 61,260 | 5,956 | 1.1% | 1.2% | 252 | -213 | -0.35% | Q1 2026 | Apr 13, 2026 |
| IFC Advisors LLC | History | Reduced | 61,198 | 5,950 | 0.85% | 1.02% | 253 | -11,093 | -15.34% | Q1 2026 | May 04, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 61,011 | 5,932 | 0.5% | 0.49% | 254 | -2,300 | -3.63% | Q1 2026 | Apr 21, 2026 |
| FineMark National Bank & Trust | History | No change | 61,035 | 5,875 | 0.18% | 0.18% | 255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Triumph Capital Management | History | Added to | 60,002 | 5,833 | 1.19% | 1.24% | 256 | +358 | 0.6% | Q1 2026 | May 13, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 59,694 | 5,804 | 0.67% | 0.71% | 257 | +155 | 0.26% | Q1 2026 | May 08, 2026 |
| MATRIX ASSET ADVISORS INC/NY | History | Added to | 59,571 | 5,792 | 0.53% | 0.51% | 258 | +644 | 1.09% | Q1 2026 | Apr 22, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 59,518 | 5,786 | 0.66% | 0.67% | 259 | -522 | -0.87% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 59,494 | 5,784 | 0.32% | 0.34% | 260 | -2,243 | -3.63% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 55,403 | 5,760 | 0.37% | 0.39% | 261 | -4,415 | -7.38% | Q1 2026 | Apr 22, 2026 |
| Global Retirement Partners, LLC | History | No change | 59,704 | 5,747 | 0.1% | 0.1% | 262 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 58,751 | 5,712 | 0.62% | 1.01% | 263 | -35,451 | -37.63% | Q1 2026 | Apr 24, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 58,747 | 5,711 | 0.25% | 0.26% | 264 | -1,738 | -2.87% | Q1 2026 | May 05, 2026 |
| Vanguard National Trust Co | History | New | 58,676 | 5,705 | 0.36% | — | 265 | +58,676 | New | Q1 2026 | May 08, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 58,289 | 5,667 | 0.27% | 0.19% | 266 | +16,240 | 38.62% | Q1 2026 | May 04, 2026 |
| St. Johns Investment Management Company, LLC | History | Reduced | 57,743 | 5,614 | 2.36% | 2.38% | 267 | -1,442 | -2.44% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 57,227 | 5,564 | 0.03% | 0.04% | 268 | -8,215 | -12.55% | Q1 2026 | May 15, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 56,802 | 5,522 | 0.38% | 0.37% | 269 | -832 | -1.44% | Q1 2026 | May 06, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 56,411 | 5,517 | 0.1% | 0.1% | 270 | +1,021 | 1.84% | Q1 2026 | May 15, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Reduced | 56,598 | 5,503 | 0.3% | 0.29% | 271 | -25 | -0.04% | Q1 2026 | May 12, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Reduced | 56,297 | 5,473 | 0.37% | 0.39% | 272 | -1,653 | -2.85% | Q1 2026 | Apr 29, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 55,848 | 5,430 | 2.55% | 2.44% | 273 | +661 | 1.2% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 55,758 | 5,367 | 0.18% | 0.18% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 54,989 | 5,332 | 1.15% | 1.05% | 275 | +6,547 | 13.52% | Q1 2026 | Apr 27, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 54,802 | 5,328 | 0.59% | 0.58% | 276 | -2,065 | -3.63% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 54,326 | 5,282 | 0.0% | 0.0% | 277 | +20,896 | 62.51% | Q1 2026 | May 15, 2026 |
| AMES NATIONAL CORP | History | Reduced | 54,312 | 5,280 | 3.17% | 3.1% | 278 | -750 | -1.36% | Q1 2026 | May 12, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 54,176 | 5,267 | 0.23% | 0.24% | 279 | -1,747 | -3.12% | Q1 2026 | Apr 09, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 52,979 | 5,151 | 0.03% | 0.03% | 280 | +2,608 | 5.18% | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 52,649 | 5,119 | 0.03% | 0.02% | 281 | +14,847 | 39.28% | Q1 2026 | Apr 22, 2026 |
| Smith Thornton Advisors LLC | History | Added to | 52,590 | 5,113 | 2.57% | 2.56% | 282 | +376 | 0.72% | Q1 2026 | Apr 16, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 51,949 | 5,051 | 0.45% | — | 283 | +51,949 | New | Q1 2026 | Apr 08, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 51,799 | 5,036 | 0.52% | 0.5% | 284 | +3,528 | 7.31% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 51,651 | 5,021 | 0.06% | 0.05% | 285 | +839 | 1.65% | Q1 2026 | May 05, 2026 |
| Canopy Partners, LLC | History | Reduced | 51,569 | 5,014 | 1.72% | 1.76% | 286 | -4,607 | -8.2% | Q1 2026 | May 11, 2026 |
| Conservest Capital Advisors, Inc. | History | Reduced | 51,421 | 4,999 | 0.45% | 0.49% | 287 | -4,629 | -8.26% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 51,188 | 4,977 | 0.06% | 0.06% | 288 | +6,049 | 13.4% | Q1 2026 | Apr 23, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 51,683 | 4,975 | 0.45% | 0.45% | 289 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| FDx Advisors, Inc. | History | Reduced | 50,582 | 4,918 | 1.57% | 2.54% | 290 | -1,193 | -2.3% | Q1 2026 | May 01, 2026 |
| Centennial Bank/AR/ | History | Added to | 50,275 | 4,888 | 1.75% | 1.75% | 291 | +4,431 | 9.67% | Q1 2026 | May 06, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Reduced | 50,162 | 4,877 | 0.37% | 0.44% | 292 | -8,525 | -14.53% | Q1 2026 | Apr 27, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | Added to | 49,729 | 4,835 | 0.96% | 0.92% | 293 | +3,541 | 7.67% | Q1 2026 | Apr 29, 2026 |
| LPWM LLC | History | Added to | 49,482 | 4,811 | 1.21% | 1.19% | 294 | +335 | 0.68% | Q1 2026 | Apr 08, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 48,842 | 4,748 | 0.09% | 0.11% | 295 | -9,946 | -16.92% | Q1 2026 | May 14, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 48,589 | 4,724 | 1.5% | 1.5% | 296 | -1,170 | -2.35% | Q1 2026 | Apr 27, 2026 |
| BTC Capital Management, Inc. | History | Added to | 48,134 | 4,680 | 0.32% | 0.32% | 297 | +934 | 1.98% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 47,256 | 4,594 | 0.07% | 0.07% | 298 | -1,646 | -3.37% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 47,124 | 4,581 | 0.04% | 0.04% | 299 | -15,288 | -24.5% | Q1 2026 | May 13, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 46,414 | 4,512 | 0.43% | 0.44% | 300 | -89 | -0.19% | Q1 2026 | Apr 15, 2026 |