iSHARES TRUST - IWS
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 | Reduced | 8,065,380 | 1,175,448 | 0.07% | 0.07% | 1 | -6,125 | -0.08% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 7,702,234 | 1,102,933 | 0.53% | 0.83% | 2 | -2,006,111 | -20.66% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,933,330 | 573,243 | 0.11% | 0.1% | 3 | +15,929 | 0.41% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,567,568 | 519,937 | 0.04% | 0.04% | 4 | -668,505 | -15.78% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,782,303 | 405,492 | 2.24% | 1.41% | 5 | -74,231 | -2.6% | Q1 2026 | Apr 29, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,673,419 | 389,624 | 1.5% | — | 6 | +2,673,419 | New | Q1 2026 | May 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 2,666,348 | 388,593 | 8.18% | 8.05% | 7 | -66,027 | -2.42% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,376,742 | 346,386 | 0.06% | 0.05% | 8 | -13,914 | -0.58% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,034,314 | 296,481 | 0.36% | 0.35% | 9 | -55,601 | -2.66% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Reduced | 1,980,452 | 288,631 | 1.4% | 1.55% | 10 | -4,313 | -0.22% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 1,927,770 | 280,953 | 0.01% | 0.01% | 11 | -6,738 | -0.35% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,865,296 | 271,848 | 0.38% | 0.37% | 12 | -120,100 | -6.05% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Added to | 1,778,173 | 259,150 | 0.04% | 0.04% | 13 | +138,231 | 8.43% | Q1 2026 | May 05, 2026 |
| Betterment LLC | History | Reduced | 1,478,807 | 215,521 | 0.41% | 0.42% | 14 | -71,749 | -4.63% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,251,682 | 182,420 | 0.11% | 0.1% | 15 | -30,350 | -2.37% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 1,246,982 | 181,735 | 0.05% | 0.05% | 16 | +36,447 | 3.01% | Q1 2026 | May 06, 2026 |
| Cassaday & Co Wealth Management LLC | History | Added to | 1,023,739 | 149,199 | 3.18% | 2.99% | 17 | +18,611 | 1.85% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 992,650 | 144,807 | 0.03% | 0.04% | 18 | -115,804 | -10.45% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 947,543 | 138,094 | 8.9% | 6.18% | 19 | -1,029 | -0.11% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 941,353 | 137,192 | 0.04% | 0.04% | 20 | -65,423 | -6.5% | Q1 2026 | May 04, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | Reduced | 770,873 | 112,347 | 0.95% | 0.89% | 21 | -11,385 | -1.46% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 787,533 | 112,050 | 0.01% | 0.01% | 22 | -9,136 | -1.15% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 406,855 | 104,179 | 0.67% | 0.39% | 23 | -2,055 | -0.5% | Q1 2026 | May 15, 2026 |
| STEPHENS GROUP ASSET MANAGEMENT, LLC | History | Added to | 713,481 | 103,982 | 6.63% | 6.71% | 24 | +1,169 | 0.16% | Q1 2026 | Apr 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 683,625 | 99,645 | 1.25% | 1.48% | 25 | -157,073 | -18.68% | Q1 2026 | Apr 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 648,853 | 94,563 | 0.03% | 0.03% | 26 | -3,182 | -0.49% | Q1 2026 | May 14, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 606,826 | 88,438 | 10.16% | 10.27% | 27 | -100,047 | -14.15% | Q1 2026 | May 01, 2026 |
| Heritage Wealth Advisors | History | Added to | 545,471 | 79,497 | 3.11% | 2.91% | 28 | +5,789 | 1.07% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 437,111 | 63,704 | 0.09% | 0.08% | 29 | -2,411 | -0.55% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 431,101 | 62,828 | 0.07% | 0.07% | 30 | -1,136 | -0.26% | Q1 2026 | May 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 429,682 | 62,621 | 3.46% | 3.62% | 31 | -27,437 | -6.0% | Q1 2026 | Apr 30, 2026 |
| AE Wealth Management LLC | History | Added to | 380,308 | 55,426 | 0.3% | 0.31% | 32 | +2,827 | 0.75% | Q1 2026 | May 13, 2026 |
| Proficio Capital Partners LLC | History | New | 357,500 | 52,102 | 2.78% | — | 33 | +357,500 | New | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 321,226 | 46,815 | 0.14% | 0.13% | 34 | +20,686 | 6.88% | Q1 2026 | May 13, 2026 |
| AMG National Trust Bank | History | Reduced | 315,369 | 45,961 | 1.0% | 1.06% | 35 | -3,992 | -1.25% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 296,327 | 43,186 | 0.02% | 0.0% | 36 | +249,585 | 533.96% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 293,064 | 42,640 | 0.05% | 0.05% | 37 | -24,004 | -7.57% | Q1 2026 | May 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 278,371 | 40,569 | 1.15% | 1.29% | 38 | -36,419 | -11.57% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 255,119 | 39,699 | 0.89% | 0.96% | 39 | -8,223 | -3.12% | Q1 2026 | May 04, 2026 |
| SVB WEALTH LLC | History | Reduced | 261,202 | 38,067 | 2.51% | 2.18% | 40 | -1,424 | -0.54% | Q1 2026 | Apr 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 259,124 | 37,764 | 0.05% | 0.03% | 41 | +115,888 | 80.91% | Q1 2026 | May 13, 2026 |
| GLOBALT Investments LLC / GA | History | Added to | 252,907 | 36,858 | 1.31% | 1.21% | 42 | +17,725 | 7.54% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 251,582 | 36,665 | 7.17% | 6.91% | 43 | -2,453 | -0.97% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 241,839 | 35,245 | 0.02% | 0.02% | 44 | +5,063 | 2.14% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 241,074 | 35,134 | 0.04% | 0.04% | 45 | +4,563 | 1.93% | Q1 2026 | May 14, 2026 |
| LPWM LLC | History | Reduced | 226,691 | 33,037 | 8.34% | 8.24% | 46 | -4,870 | -2.1% | Q1 2026 | Apr 08, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 221,510 | 32,283 | 0.57% | 0.56% | 47 | -15,427 | -6.51% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 218,629 | 31,863 | 0.03% | 0.03% | 48 | +84 | 0.04% | Q1 2026 | May 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 216,645 | 31,573 | 1.92% | 1.14% | 49 | -3,154,665 | -93.57% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 203,918 | 29,718 | 0.05% | 0.05% | 50 | +84,906 | 71.34% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 202,955 | 29,590 | 0.04% | 0.03% | 51 | +41,588 | 25.77% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 198,559 | 28,937 | 0.11% | 0.1% | 52 | -1,102 | -0.55% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 195,387 | 28,475 | 0.0% | 0.0% | 53 | +78,342 | 66.93% | Q1 2026 | May 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 180,890 | 26,362 | 2.31% | 2.53% | 54 | -24,649 | -11.99% | Q1 2026 | May 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Added to | 178,501 | 26,014 | 0.52% | 0.44% | 55 | +6,562 | 3.82% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 177,890 | 25,925 | 0.05% | 0.05% | 56 | -20,342 | -10.26% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 177,514 | 25,870 | 0.19% | 0.19% | 57 | -730 | -0.41% | Q1 2026 | May 12, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 165,570 | 25,198 | 3.19% | 3.16% | 58 | -1,528 | -0.91% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 171,130 | 24,940 | 0.09% | 0.09% | 59 | +12,410 | 7.82% | Q1 2026 | Apr 30, 2026 |
| Rodgers & Associates, LTD | History | Reduced | 170,676 | 24,874 | 2.53% | 2.49% | 60 | -3,706 | -2.13% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 169,103 | 24,645 | 0.04% | 0.04% | 61 | +1,400 | 0.83% | Q1 2026 | May 14, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 164,471 | 23,970 | 8.5% | 7.68% | 62 | +8,815 | 5.66% | Q1 2026 | Apr 17, 2026 |
| CIBC Bancorp USA Inc. | History | New | 164,113 | 23,917 | 0.03% | — | 63 | +164,113 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 163,760 | 23,098 | 0.04% | 0.04% | 64 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 152,784 | 22,270 | 0.17% | 0.15% | 65 | +8,271 | 5.72% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 151,996 | 22,151 | 0.08% | 0.07% | 66 | -6,480 | -4.09% | Q1 2026 | May 12, 2026 |
| Asset Management Group, Inc. | History | Reduced | 151,776 | 22,119 | 3.58% | 3.47% | 67 | -432 | -0.28% | Q1 2026 | May 15, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 143,113 | 20,857 | 2.56% | 2.49% | 68 | -1,381 | -0.96% | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 140,799 | 20,523 | 0.02% | 0.02% | 69 | +751 | 0.54% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 133,277 | 19,423 | 0.01% | 0.01% | 70 | -5,816 | -4.18% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 131,986 | 19,165 | 0.03% | 0.02% | 71 | -69,236 | -34.41% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 128,659 | 18,750 | 0.03% | 0.03% | 72 | +3,397 | 2.71% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 128,308 | 18,699 | 0.53% | 0.56% | 73 | -19,463 | -13.17% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 125,473 | 18,286 | 0.35% | 0.26% | 74 | +10,991 | 9.6% | Q1 2026 | Apr 22, 2026 |
| LBJ Family Wealth Advisors, Ltd. | History | Reduced | 125,594 | 17,870 | 10.47% | 9.75% | 75 | -89 | -0.07% | Q1 2026 | Apr 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 120,612 | 17,578 | 0.09% | 0.09% | 76 | -737 | -0.61% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 117,673 | 17,149 | 1.11% | 1.08% | 77 | +907 | 0.78% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Reduced | 116,455 | 16,972 | 0.07% | 0.07% | 78 | -307 | -0.26% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 115,894 | 16,890 | 0.0% | 0.0% | 79 | -5,347 | -4.41% | Q1 2026 | May 14, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 114,135 | 16,634 | 0.46% | 0.42% | 80 | +6,716 | 6.25% | Q1 2026 | May 04, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 113,106 | 16,484 | 0.73% | 0.71% | 81 | +1,945 | 1.75% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 112,144 | 16,343 | 0.01% | 0.01% | 82 | +4,195 | 3.89% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Added to | 108,057 | 15,748 | 0.12% | 0.12% | 83 | +460 | 0.43% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 104,483 | 15,227 | 0.33% | 0.32% | 84 | +3,498 | 3.46% | Q1 2026 | May 14, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 98,615 | 14,372 | 4.11% | 0.16% | 85 | +95,691 | 3272.61% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 98,615 | 14,372 | 4.11% | 4.14% | 86 | +3,519 | 3.7% | Q1 2026 | May 13, 2026 |
| Occidental Asset Management, LLC | History | Added to | 93,493 | 13,625 | 1.61% | 1.55% | 87 | +2,206 | 2.42% | Q1 2026 | Apr 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 92,925 | 13,542 | 0.57% | 0.55% | 88 | +5,805 | 6.66% | Q1 2026 | Apr 30, 2026 |
| Bishop & Co Investment Management, LLC | History | Reduced | 92,615 | 13,497 | 4.63% | 6.53% | 89 | -47,178 | -33.75% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 94,134 | 13,277 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BOKF, NA | History | Reduced | 88,741 | 12,933 | 0.2% | 0.2% | 91 | -1,708 | -1.89% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 88,647 | 12,919 | 0.07% | 0.07% | 92 | -3,513 | -3.81% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 85,207 | 12,418 | 0.0% | 0.0% | 93 | -5,100 | -5.65% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 85,121 | 12,405 | 0.1% | 0.1% | 94 | -1,764 | -2.03% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 82,787 | 12,065 | 0.11% | 0.15% | 95 | -1,591 | -1.89% | Q1 2026 | May 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 81,606 | 11,893 | 0.15% | 0.14% | 96 | +2,066 | 2.6% | Q1 2026 | Apr 20, 2026 |
| Savant Capital, LLC | History | Reduced | 80,966 | 11,799 | 0.06% | 0.07% | 97 | -258 | -0.32% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 74,663 | 11,643 | 0.15% | 0.15% | 98 | -5,735 | -7.13% | Q1 2026 | May 06, 2026 |
| One Capital Management, LLC | History | Reduced | 77,058 | 11,230 | 0.31% | 0.38% | 99 | -12,775 | -14.22% | Q1 2026 | May 12, 2026 |
| LifeWealth Investments, LLC | History | Added to | 76,894 | 11,206 | 3.34% | 2.97% | 100 | +10,337 | 15.53% | Q1 2026 | Apr 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 76,849 | 11,200 | 0.0% | 0.0% | 101 | +10,625 | 16.04% | Q1 2026 | May 05, 2026 |
| WestHill Financial Advisors, Inc. | History | Added to | 75,215 | 10,961 | 2.1% | 2.0% | 102 | +410 | 0.55% | Q1 2026 | Apr 09, 2026 |
| JMG Financial Group, Ltd. | History | Reduced | 74,147 | 10,806 | 0.3% | 0.3% | 103 | -485 | -0.65% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 70,638 | 10,294 | 0.03% | 0.03% | 104 | -2,717 | -3.7% | Q1 2026 | May 14, 2026 |
| Corundum Group, Inc. | History | Added to | 68,811 | 10,028 | 3.35% | 3.21% | 105 | +924 | 1.36% | Q1 2026 | Apr 20, 2026 |
| XML Financial, LLC | History | Added to | 67,792 | 9,880 | 0.8% | 0.78% | 106 | +131 | 0.19% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 66,533 | 9,696 | 0.03% | 0.03% | 107 | -9,609 | -12.62% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Reduced | 65,763 | 9,647 | 0.05% | 0.06% | 108 | -13,394 | -16.92% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 65,325 | 9,631 | 0.02% | 0.02% | 109 | -24,566 | -27.33% | Q1 2026 | Apr 08, 2026 |
| Sentinel Advisory Group, LLC | History | New | 65,328 | 9,520 | 4.64% | — | 110 | +65,328 | New | Q1 2026 | May 14, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 65,309 | 9,518 | 1.09% | 1.11% | 111 | -3,053 | -4.47% | Q1 2026 | May 14, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 64,497 | 9,399 | 3.86% | 3.67% | 112 | -1,557 | -2.36% | Q1 2026 | Apr 23, 2026 |
| MidFirst Bank | History | Reduced | 63,432 | 9,244 | 0.76% | 0.73% | 113 | -1,960 | -3.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 62,839 | 9,158 | 0.07% | 0.08% | 114 | -7,985 | -11.27% | Q1 2026 | Apr 07, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 61,606 | 8,978 | 0.04% | 0.13% | 115 | -145,260 | -70.22% | Q1 2026 | May 15, 2026 |
| CONNING INC. | History | Added to | 59,718 | 8,703 | 0.29% | 0.23% | 116 | +11,676 | 24.3% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Reduced | 57,649 | 8,401 | 0.12% | 0.12% | 117 | -7,224 | -11.14% | Q1 2026 | May 11, 2026 |
| Legacy Edge Advisors, LLC | History | Reduced | 56,398 | 8,219 | 0.86% | 0.89% | 118 | -1,159 | -2.01% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 55,480 | 8,085 | 0.04% | 0.04% | 119 | +862 | 1.58% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 54,863 | 7,995 | 0.04% | 0.04% | 120 | -279 | -0.51% | Q1 2026 | May 05, 2026 |
| FineMark National Bank & Trust | History | No change | 56,530 | 7,973 | 0.25% | 0.25% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Inlight Wealth Management, LLC | History | Reduced | 54,103 | 7,884 | 2.92% | 2.83% | 122 | -734 | -1.34% | Q1 2026 | May 04, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | Reduced | 53,046 | 7,730 | 0.96% | 0.93% | 123 | -943 | -1.75% | Q1 2026 | Apr 08, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 52,760 | 7,689 | 2.65% | 2.56% | 124 | +68 | 0.13% | Q1 2026 | Apr 23, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 52,609 | 7,667 | 0.16% | 0.15% | 125 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | Added to | 50,732 | 7,417 | 0.78% | 0.32% | 126 | +33,595 | 196.04% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 50,662 | 7,383 | 0.0% | 0.0% | 127 | +17,811 | 54.22% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 50,516 | 7,362 | 0.27% | 0.04% | 128 | +42,440 | 525.51% | Q1 2026 | Apr 20, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 50,498 | 7,359 | 0.54% | 0.51% | 129 | -141 | -0.28% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 50,161 | 7,310 | 0.02% | 0.02% | 130 | +5,565 | 12.48% | Q1 2026 | Apr 30, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 48,330 | 7,043 | 0.96% | 0.96% | 131 | -1,236 | -2.49% | Q1 2026 | Apr 17, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 47,588 | 6,935 | 0.08% | 0.08% | 132 | -338 | -0.71% | Q1 2026 | May 06, 2026 |
| Accredited Investors Inc. | History | Reduced | 46,804 | 6,821 | 0.37% | 0.37% | 133 | -2,900 | -5.83% | Q1 2026 | Apr 30, 2026 |
| TICINO WEALTH | History | Reduced | 39,002 | 6,711 | 2.33% | 2.25% | 134 | -4,105 | -9.52% | Q1 2026 | Apr 22, 2026 |
| Monument Capital Management | History | New | 45,930 | 6,693 | 1.68% | — | 135 | +45,930 | New | Q1 2026 | Apr 15, 2026 |
| Processus Wealth & Capital Management, LLC | History | Reduced | 45,898 | 6,689 | 4.54% | 4.27% | 136 | -59 | -0.13% | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 44,591 | 6,498 | 0.1% | 0.11% | 137 | -146 | -0.33% | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 44,200 | 6,441 | 0.0% | 0.0% | 138 | +32,000 | 262.3% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 43,199 | 6,295 | 0.17% | 0.17% | 139 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McAdam, LLC | History | Reduced | 43,104 | 6,281 | 0.28% | 0.3% | 140 | -3,162 | -6.83% | Q1 2026 | May 08, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 41,939 | 6,112 | 0.02% | 0.05% | 141 | -63,053 | -60.06% | Q1 2026 | May 14, 2026 |
| Arcadia Wealth Management, LLC | History | Added to | 41,499 | 6,048 | 2.19% | 2.13% | 142 | +863 | 2.12% | Q1 2026 | Apr 27, 2026 |
| Whitaker-Myers Wealth Managers, LTD. | History | Added to | 40,670 | 5,927 | 1.18% | 1.15% | 143 | +1,680 | 4.31% | Q1 2026 | Apr 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 40,134 | 5,849 | 0.0% | 0.0% | 144 | +26,077 | 185.51% | Q1 2026 | May 13, 2026 |
| Aldebaran Capital, LLC | History | Reduced | 40,125 | 5,847 | 4.47% | 5.08% | 145 | -52 | -0.13% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 39,569 | 5,766 | 0.01% | 0.01% | 146 | -4,532 | -10.28% | Q1 2026 | May 06, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 39,092 | 5,697 | 0.07% | 0.07% | 147 | -1,873 | -4.57% | Q1 2026 | May 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 38,633 | 5,630 | 0.32% | 0.31% | 148 | +2,171 | 5.95% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 38,352 | 5,589 | 0.03% | 0.03% | 149 | -1,659 | -4.15% | Q1 2026 | May 14, 2026 |
| Advisors Preferred, LLC | History | New | 38,288 | 5,580 | 0.82% | — | 150 | +38,288 | New | Q1 2026 | May 05, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 37,993 | 5,537 | 0.12% | 0.12% | 151 | -2,515 | -6.21% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Added to | 37,945 | 5,530 | 0.07% | 0.06% | 152 | +2,028 | 5.65% | Q1 2026 | May 01, 2026 |
| INVESTMENT PARTNERS, LTD. | History | Reduced | 37,647 | 5,486 | 1.95% | 1.9% | 153 | -915 | -2.37% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 37,479 | 5,462 | 0.05% | 0.05% | 154 | -7 | -0.02% | Q1 2026 | Apr 13, 2026 |
| Stratos Investment Management, LLC | History | New | 36,654 | 5,341 | 0.21% | — | 155 | +36,654 | New | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 36,183 | 5,273 | 0.01% | 0.01% | 156 | +11,469 | 46.41% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 35,928 | 5,236 | 0.03% | 0.03% | 157 | -616 | -1.69% | Q1 2026 | May 05, 2026 |
| May Barnhard Investments LLC | History | Reduced | 35,917 | 5,234 | 2.54% | 2.48% | 158 | -1,262 | -3.39% | Q1 2026 | May 13, 2026 |
| Kelsey Financial, LLC | History | Reduced | 35,460 | 5,167 | 4.52% | 4.67% | 159 | -3,126 | -8.1% | Q1 2026 | May 06, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 35,242 | 5,136 | 0.2% | 0.2% | 160 | -3,750 | -9.62% | Q1 2026 | Apr 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 35,025 | 5,104 | 0.01% | 0.01% | 161 | -8,872 | -20.21% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 34,472 | 5,023 | 0.12% | 0.12% | 162 | -384 | -1.1% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 33,885 | 4,938 | 0.05% | 0.07% | 163 | -7,927 | -18.96% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 33,771 | 4,922 | 0.01% | 0.01% | 164 | -7,404 | -17.98% | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 33,656 | 4,905 | 0.01% | 0.01% | 165 | +4,947 | 17.23% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Added to | 33,008 | 4,810 | 0.17% | 0.16% | 166 | +378 | 1.16% | Q1 2026 | Apr 14, 2026 |
| LWM ADVISORS INC | History | Reduced | 32,723 | 4,768 | 4.14% | 4.24% | 167 | -1,431 | -4.19% | Q1 2026 | Apr 10, 2026 |
| VestGen Advisors, LLC | History | Reduced | 30,182 | 4,761 | 0.13% | 0.18% | 168 | -233 | -0.77% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 32,063 | 4,672 | 0.04% | 0.04% | 169 | -8,056 | -20.08% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,597 | 4,597 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Community Bank, N.A. | History | Reduced | 31,462 | 4,585 | 0.55% | 0.54% | 171 | -960 | -2.96% | Q1 2026 | May 12, 2026 |
| Key Capital Management, INC | History | Added to | 31,271 | 4,557 | 3.01% | 2.3% | 172 | +14,819 | 90.07% | Q1 2026 | May 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 30,693 | 4,474 | 0.0% | 0.0% | 173 | -15 | -0.05% | Q1 2026 | May 15, 2026 |
| Auour Investments LLC | History | Added to | 29,083 | 4,238 | 1.33% | 1.27% | 174 | +881 | 3.12% | Q1 2026 | Apr 20, 2026 |
| ARK & TLK INVESTMENTS, LLC | History | No change | 28,477 | 4,150 | 1.12% | 1.1% | 175 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 27,848 | 4,058 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 28,727 | 4,051 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Widmann Financial Services, Inc. | History | Added to | 27,684 | 4,034 | 2.4% | 2.35% | 178 | +411 | 1.51% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 27,646 | 4,033 | 0.0% | 0.0% | 179 | -36 | -0.13% | Q1 2026 | May 11, 2026 |
| CITY HOLDING CO | History | Added to | 27,004 | 3,935 | 0.49% | 0.46% | 180 | +355 | 1.33% | Q1 2026 | Apr 15, 2026 |
| Ascent Group, LLC | History | Reduced | 26,883 | 3,917 | 0.14% | 0.14% | 181 | -1,194 | -4.25% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 26,566 | 3,871 | 0.02% | 0.02% | 182 | -3,816 | -12.56% | Q1 2026 | May 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 26,225 | 3,822 | 0.0% | 0.0% | 183 | +6,704 | 34.34% | Q1 2026 | May 04, 2026 |
| Falcon Wealth Planning | History | Reduced | 26,096 | 3,803 | 0.26% | 0.32% | 184 | -585 | -2.19% | Q1 2026 | Apr 20, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 24,084 | 3,802 | 0.08% | 0.08% | 185 | +1,914 | 8.63% | Q1 2026 | May 11, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 26,056 | 3,797 | 0.16% | 0.16% | 186 | +154 | 0.59% | Q1 2026 | Apr 30, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 25,746 | 3,752 | 0.27% | 0.26% | 187 | -60 | -0.23% | Q1 2026 | May 06, 2026 |
| NUANCE INVESTMENTS, LLC | History | Reduced | 25,440 | 3,707 | 0.52% | 0.94% | 188 | -34,759 | -57.74% | Q1 2026 | May 08, 2026 |
| MSH Capital Advisors LLC | History | Added to | 24,261 | 3,535 | 0.75% | 0.72% | 190 | +484 | 2.04% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | Added to | 24,262 | 3,535 | 0.1% | 0.09% | 189 | +245 | 1.02% | Q1 2026 | May 04, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Reduced | 24,174 | 3,523 | 0.6% | 0.8% | 191 | -7,902 | -24.64% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,049 | 3,504 | 0.03% | 0.01% | 192 | +16,699 | 227.2% | Q1 2026 | May 15, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 23,963 | 3,492 | 0.23% | 0.22% | 193 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 23,793 | 3,467 | 0.37% | 0.37% | 194 | -22 | -0.09% | Q1 2026 | May 06, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 23,365 | 3,405 | 0.98% | 1.0% | 195 | -606 | -2.53% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 23,355 | 3,403 | 0.27% | 0.25% | 196 | -401 | -1.69% | Q1 2026 | Apr 23, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 22,588 | 3,292 | 0.04% | 0.05% | 197 | -2,968 | -11.61% | Q1 2026 | May 15, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 22,592 | 3,292 | 0.58% | 0.56% | 198 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TECTONIC ADVISORS LLC | History | Added to | 22,401 | 3,264 | 0.17% | 0.16% | 199 | +681 | 3.14% | Q1 2026 | Apr 17, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 22,353 | 3,257 | 1.95% | 1.89% | 200 | -428 | -1.88% | Q1 2026 | Apr 30, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 22,173 | 3,231 | 0.15% | 0.06% | 201 | +12,574 | 130.99% | Q1 2026 | May 11, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 22,105 | 3,221 | 0.15% | 0.15% | 202 | -1,190 | -5.11% | Q1 2026 | Apr 30, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | Reduced | 22,050 | 3,213 | 1.28% | 1.35% | 203 | -2,314 | -9.5% | Q1 2026 | Apr 28, 2026 |
| CONDOR CAPITAL MANAGEMENT | History | Added to | 21,916 | 3,194 | 0.27% | 0.25% | 204 | +22 | 0.1% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 21,735 | 3,167 | 0.02% | 0.01% | 205 | +7,478 | 52.45% | Q1 2026 | May 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 21,568 | 3,143 | 0.1% | 0.09% | 206 | +1,315 | 6.49% | Q1 2026 | Apr 24, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 21,554 | 3,141 | 0.01% | 0.01% | 207 | -11 | -0.05% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 21,492 | 3,132 | 0.01% | 0.0% | 208 | -1,828 | -7.84% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | Added to | 21,473 | 3,129 | 0.4% | 0.39% | 209 | +97 | 0.45% | Q1 2026 | Apr 23, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 21,407 | 3,119 | 0.04% | 0.04% | 210 | -146 | -0.68% | Q1 2026 | Apr 23, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 21,394 | 3,117 | 0.99% | 0.94% | 211 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 21,206 | 3,090 | 0.12% | 0.09% | 212 | +3,550 | 20.11% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 21,148 | 3,081 | 0.06% | 0.06% | 213 | -327 | -1.52% | Q1 2026 | May 11, 2026 |
| Eukles Asset Management | History | Added to | 21,128 | 3,079 | 1.37% | 1.03% | 214 | +2,360 | 12.57% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 20,644 | 3,008 | 0.04% | 0.04% | 215 | +2,874 | 16.17% | Q1 2026 | May 15, 2026 |
| Atlas Brown,Inc. | History | Reduced | 20,243 | 2,950 | 0.89% | 0.87% | 216 | -422 | -2.04% | Q1 2026 | Apr 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 20,837 | 2,939 | 0.19% | 0.19% | 217 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 19,731 | 2,875 | 0.21% | 0.11% | 218 | +8,957 | 83.14% | Q1 2026 | Apr 16, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 19,570 | 2,871 | 0.0% | 0.01% | 219 | -25,446 | -56.53% | Q1 2026 | May 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 19,130 | 2,788 | 0.01% | 0.01% | 220 | -7 | -0.04% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 18,878 | 2,769 | 0.03% | 0.02% | 221 | +3,506 | 22.81% | Q1 2026 | Apr 07, 2026 |
| Capital Squared Financial LLC | History | Reduced | 18,731 | 2,729 | 2.08% | 2.18% | 222 | -1,107 | -5.58% | Q1 2026 | May 01, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 18,668 | 2,720 | 0.14% | 0.14% | 223 | -41 | -0.22% | Q1 2026 | Apr 15, 2026 |
| Q3 Asset Management | History | Reduced | 18,551 | 2,703 | 0.66% | 0.65% | 224 | -1,594 | -7.91% | Q1 2026 | Apr 28, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 18,535 | 2,701 | 0.16% | 0.17% | 225 | -1,678 | -8.3% | Q1 2026 | Apr 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 19,130 | 2,698 | 0.0% | 0.0% | 226 | +5,140 | 36.74% | Q1 2026 | May 15, 2026 |
| Telos Capital Management, Inc. | History | Added to | 18,489 | 2,694 | 0.26% | 0.24% | 227 | +596 | 3.33% | Q1 2026 | Apr 16, 2026 |
| WESBANCO BANK INC | History | Added to | 18,231 | 2,656 | 0.07% | 0.07% | 228 | +20 | 0.11% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,940 | 2,614 | 0.0% | 0.0% | 229 | +5,768 | 47.39% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 17,908 | 2,609 | 0.01% | 0.01% | 230 | +50 | 0.28% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO | History | Reduced | 17,617 | 2,608 | 0.03% | 0.03% | 231 | -1,359 | -7.16% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 17,580 | 2,602 | 0.05% | 0.05% | 232 | -105 | -0.59% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Reduced | 17,844 | 2,600 | 0.05% | 0.05% | 233 | -27 | -0.15% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 17,742 | 2,585 | 0.02% | 0.02% | 234 | -1,399 | -7.31% | Q1 2026 | May 01, 2026 |
| HUB Investment Partners, LLC | History | Added to | 17,636 | 2,570 | 0.06% | 0.02% | 235 | +11,604 | 192.37% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 17,604 | 2,565 | 0.06% | 0.06% | 236 | -93 | -0.53% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 17,385 | 2,533 | 0.01% | 0.01% | 237 | +3,425 | 24.53% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 17,223 | 2,510 | 0.08% | 0.07% | 238 | +312 | 1.84% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 17,735 | 2,501 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| LMG Wealth Partners, LLC | History | No change | 17,142 | 2,498 | 0.46% | 0.45% | 240 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Compound Planning, Inc. | History | Added to | 17,081 | 2,489 | 0.08% | 0.01% | 241 | +15,046 | 739.36% | Q1 2026 | May 14, 2026 |
| BANK OF HAWAII | History | Reduced | 16,891 | 2,461 | 0.13% | 0.13% | 242 | -1,523 | -8.27% | Q1 2026 | May 14, 2026 |
| Ironwood Investment Counsel, LLC | History | Reduced | 16,878 | 2,459 | 0.35% | 0.37% | 243 | -2,100 | -11.07% | Q1 2026 | May 07, 2026 |
| Noble Family Wealth, LLC | History | Reduced | 16,825 | 2,452 | 0.51% | 0.5% | 244 | -131 | -0.77% | Q1 2026 | Apr 23, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 16,699 | 2,433 | 0.03% | 0.02% | 245 | +4,636 | 38.43% | Q1 2026 | Apr 28, 2026 |
| Allegheny Financial Group | History | Added to | 16,691 | 2,432 | 0.33% | 0.33% | 246 | +1,059 | 6.77% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | Added to | 16,638 | 2,424 | 0.03% | 0.01% | 247 | +15,073 | 963.13% | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | Added to | 16,217 | 2,363 | 0.03% | 0.03% | 248 | +47 | 0.29% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 15,977 | 2,328 | 0.0% | 0.0% | 249 | -4,288 | -21.16% | Q1 2026 | May 11, 2026 |
| MATTERS CAPITAL LLC | History | Added to | 15,746 | 2,294 | 2.03% | 1.81% | 250 | +32 | 0.2% | Q1 2026 | May 12, 2026 |
| Vanguard National Trust Co | History | New | 15,597 | 2,273 | 0.14% | — | 251 | +15,597 | New | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Reduced | 15,527 | 2,262 | 0.0% | 0.0% | 252 | -3 | -0.02% | Q1 2026 | May 06, 2026 |
| Pointe Capital Management LLC | History | Added to | 15,362 | 2,238 | 1.11% | 1.0% | 253 | +1,035 | 7.22% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 15,146 | 2,207 | 0.02% | 0.04% | 254 | -7,886 | -34.24% | Q1 2026 | May 13, 2026 |
| Sequent Asset Management, LLC | History | No change | 15,536 | 2,191 | 0.97% | 0.97% | 255 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Alpine Bank Wealth Management | History | No change | 14,995 | 2,185 | 0.32% | 0.3% | 256 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 14,659 | 2,136 | 0.04% | 0.07% | 257 | -7,211 | -32.97% | Q1 2026 | Apr 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,613 | 2,129 | 0.03% | 0.04% | 258 | +939 | 6.87% | Q1 2026 | May 18, 2026 |
| Cresset Asset Management, LLC | History | Added to | 14,467 | 2,108 | 0.01% | 0.01% | 259 | +491 | 3.51% | Q1 2026 | May 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 13,534 | 2,107 | 0.29% | 0.29% | 260 | -119 | -0.87% | Q1 2026 | Apr 28, 2026 |
| CHOREO, LLC | History | Reduced | 14,376 | 2,095 | 0.03% | 0.03% | 261 | -2,881 | -16.69% | Q1 2026 | May 12, 2026 |
| Goelzer Investment Management, Inc. | History | Reduced | 14,341 | 2,090 | 0.1% | 0.09% | 262 | -160 | -1.1% | Q1 2026 | Apr 09, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 14,198 | 2,069 | 0.07% | 0.05% | 263 | +3,799 | 36.53% | Q1 2026 | May 06, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 14,178 | 2,066 | 0.35% | 0.35% | 264 | -712 | -4.78% | Q1 2026 | Apr 21, 2026 |
| Nvest Financial, LLC | History | Added to | 13,972 | 2,036 | 0.76% | 0.73% | 265 | +1,524 | 12.24% | Q1 2026 | Apr 28, 2026 |
| Peloton Wealth Strategists | History | Added to | 13,931 | 2,030 | 0.82% | 0.75% | 266 | +231 | 1.69% | Q1 2026 | May 14, 2026 |
| Tradition Wealth Management, LLC | History | No change | 13,781 | 2,008 | 0.14% | 0.14% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 13,693 | 1,995 | 0.1% | 0.04% | 268 | +8,020 | 141.37% | Q1 2026 | May 04, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 13,610 | 1,983 | 0.08% | 0.1% | 269 | -5,794 | -29.86% | Q1 2026 | May 12, 2026 |
| BHK Investment Advisors, LLC | History | Reduced | 13,596 | 1,981 | 0.66% | 0.63% | 270 | -99 | -0.72% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 13,511 | 1,969 | 0.0% | — | 271 | +13,511 | New | Q1 2026 | May 12, 2026 |
| Beacon Bank & Trust | History | Reduced | 13,427 | 1,956 | 0.4% | 0.41% | 272 | -832 | -5.83% | Q1 2026 | Apr 28, 2026 |
| TCW GROUP INC | History | Added to | 13,345 | 1,944 | 0.01% | 0.01% | 273 | +2,784 | 26.36% | Q1 2026 | May 14, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 13,618 | 1,937 | 0.01% | — | 274 | +13,618 | New | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 13,145 | 1,915 | 0.0% | 0.0% | 275 | +1,174 | 9.81% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 12,990 | 1,893 | 0.03% | 0.02% | 276 | +890 | 7.36% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 12,853 | 1,879 | 0.02% | 0.02% | 277 | -1,521 | -10.58% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,872 | 1,876 | 0.03% | 0.03% | 278 | -676 | -4.99% | Q1 2026 | May 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 12,801 | 1,865 | 0.04% | 0.03% | 279 | +4,242 | 49.56% | Q1 2026 | Apr 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 12,600 | 1,836 | 0.0% | — | 280 | +12,600 | New | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 12,482 | 1,819 | 0.01% | 0.02% | 281 | -5,367 | -30.07% | Q1 2026 | May 05, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 12,123 | 1,766 | 0.37% | 0.35% | 282 | +854 | 7.58% | Q1 2026 | May 14, 2026 |
| Vertrix Wealth Management, LLC | History | New | 12,112 | 1,765 | 0.65% | — | 283 | +12,112 | New | Q1 2026 | Apr 24, 2026 |
| Csenge Advisory Group | History | Added to | 12,104 | 1,764 | 0.08% | 0.08% | 284 | +89 | 0.74% | Q1 2026 | Apr 30, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 12,093 | 1,762 | 0.09% | 0.09% | 285 | -184 | -1.5% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Reduced | 12,018 | 1,751 | 0.21% | 0.22% | 286 | -338 | -2.74% | Q1 2026 | Apr 20, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 11,868 | 1,729 | 0.7% | 0.67% | 287 | -607 | -4.87% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 11,760 | 1,713 | 0.02% | 0.03% | 288 | -7,475 | -38.86% | Q1 2026 | May 05, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 11,747 | 1,712 | 0.01% | 0.01% | 289 | -274 | -2.28% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 11,734 | 1,710 | 0.0% | — | 290 | +11,734 | New | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 11,690 | 1,703 | 1.45% | 1.53% | 291 | +433 | 3.85% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 11,837 | 1,697 | 0.05% | 0.05% | 292 | -650 | -5.21% | Q1 2026 | May 11, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 11,579 | 1,687 | 1.25% | 1.0% | 293 | -41 | -0.35% | Q1 2026 | May 08, 2026 |
| Secure Asset Management, LLC | History | Reduced | 11,562 | 1,685 | 0.27% | 0.28% | 294 | -1,322 | -10.26% | Q1 2026 | Apr 09, 2026 |
| COURIER CAPITAL LLC | History | Added to | 11,471 | 1,671 | 0.09% | 0.09% | 295 | +19 | 0.17% | Q1 2026 | Apr 23, 2026 |
| Callan Family Office, LLC | History | Reduced | 11,448 | 1,668 | 0.04% | 0.04% | 296 | -312 | -2.65% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 11,352 | 1,654 | 0.02% | 0.03% | 297 | -91 | -0.8% | Q1 2026 | Apr 10, 2026 |
| MWA Asset Management | History | Added to | 11,281 | 1,644 | 0.9% | 0.87% | 298 | +258 | 2.34% | Q1 2026 | May 13, 2026 |
| Naviter Wealth, LLC | History | No change | 11,211 | 1,633 | 0.2% | 0.21% | 299 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 10,990 | 1,601 | 0.03% | 0.01% | 300 | +6,590 | 149.77% | Q1 2026 | Apr 21, 2026 |