iSHARES TRUST - IWX
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 10,240,821 | 949,016 | 3.65% | — | 1 | +10,240,821 | New | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,295,603 | 583,413 | 3.23% | 2.04% | 2 | -36,698 | -0.58% | Q1 2026 | Apr 29, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 5,928,034 | 549,350 | 11.57% | 11.47% | 3 | -55,500 | -0.93% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 2,673,783 | 247,779 | 0.07% | 0.08% | 4 | -410,031 | -13.3% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 1,103,108 | 102,225 | 0.55% | 0.57% | 5 | +22,001 | 2.04% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 966,581 | 89,573 | 0.27% | 0.27% | 6 | -7,088 | -0.73% | Q1 2026 | May 13, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 673,500 | 62,413 | 0.39% | 0.41% | 7 | -48,545 | -6.72% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 579,108 | 53,665 | 0.01% | 0.02% | 8 | -61,734 | -9.63% | Q1 2026 | May 06, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 513,728 | 47,607 | 16.88% | 15.66% | 9 | +26,245 | 5.38% | Q1 2026 | Apr 17, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 504,648 | 46,765 | 1.11% | 1.09% | 10 | -1,251 | -0.25% | Q1 2026 | Apr 30, 2026 |
| Richard P Slaughter Associates Inc | History | Added to | 488,545 | 45,273 | 9.79% | 7.92% | 11 | +77,069 | 18.73% | Q1 2026 | Apr 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 459,948 | 42,623 | 2.81% | 2.75% | 12 | -48,458 | -9.53% | Q1 2026 | Apr 17, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 408,593 | 37,864 | 2.3% | 2.72% | 13 | -11,935,557 | -96.69% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 383,852 | 35,594 | 0.01% | 0.01% | 14 | -50,721 | -11.67% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 353,100 | 32,721 | 0.0% | 0.01% | 15 | +11,978 | 3.51% | Q1 2026 | May 05, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 291,555 | 27,018 | 7.73% | 0.31% | 16 | +282,961 | 3292.54% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 291,555 | 27,018 | 7.73% | 7.77% | 17 | +17,810 | 6.51% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 282,468 | 26,176 | 0.22% | 0.24% | 18 | -79,492 | -21.96% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 286,689 | 26,045 | 0.0% | 0.0% | 19 | +25,409 | 9.72% | Q1 2026 | May 13, 2026 |
| JSF Financial, LLC | History | Added to | 279,803 | 25,929 | 5.08% | 5.22% | 20 | +5,459 | 1.99% | Q1 2026 | May 07, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 269,988 | 25,019 | 3.07% | 2.72% | 21 | +27,625 | 11.4% | Q1 2026 | Apr 10, 2026 |
| Compton Wealth Advisory Group, LLC | History | Reduced | 245,302 | 22,847 | 5.09% | 5.02% | 22 | -4,759 | -1.9% | Q1 2026 | Apr 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 242,458 | 22,468 | 1.09% | 1.14% | 23 | -15,376 | -5.96% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 242,091 | 22,434 | 0.0% | 0.0% | 24 | +4,677 | 1.97% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 239,314 | 22,177 | 0.02% | 0.03% | 25 | -23,705 | -9.01% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 236,530 | 21,919 | 0.42% | 0.29% | 26 | +42,294 | 21.77% | Q1 2026 | Apr 22, 2026 |
| LifeWealth Investments, LLC | History | Added to | 228,555 | 21,180 | 6.32% | 5.64% | 27 | +34,785 | 17.95% | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 210,040 | 19,464 | 0.15% | 0.15% | 28 | +4,249 | 2.06% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 199,286 | 18,467 | 0.01% | 0.0% | 29 | +63,286 | 46.53% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 195,341 | 18,102 | 0.0% | 0.0% | 30 | -56,861 | -22.55% | Q1 2026 | May 15, 2026 |
| HOWARD BAILEY SECURITIES, LLC | History | Reduced | 190,684 | 17,670 | 7.27% | 6.92% | 31 | -561 | -0.29% | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 183,193 | 16,976 | 0.25% | 0.31% | 32 | -37,559 | -17.01% | Q1 2026 | May 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 182,574 | 16,919 | 0.21% | 0.21% | 33 | +735 | 0.4% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 182,516 | 16,913 | 0.08% | 0.01% | 34 | +149,393 | 451.02% | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 163,873 | 15,186 | 0.08% | 0.07% | 35 | +14,972 | 10.06% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 155,579 | 14,417 | 0.0% | 0.0% | 36 | -8,894 | -5.41% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 146,944 | 13,617 | 0.02% | 0.02% | 37 | -32,850 | -18.27% | Q1 2026 | Apr 27, 2026 |
| Arkadios Wealth Advisors | History | Added to | 146,271 | 13,554 | 0.22% | 0.25% | 38 | +4,336 | 3.05% | Q1 2026 | May 18, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 131,180 | 12,918 | 1.77% | 1.84% | 39 | -1,732 | -1.3% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 135,337 | 12,541 | 0.0% | 0.0% | 40 | +2,677 | 2.02% | Q1 2026 | May 11, 2026 |
| One Capital Management, LLC | History | Added to | 133,890 | 12,407 | 0.34% | 0.22% | 41 | +54,317 | 68.26% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 119,482 | 11,073 | 0.0% | 0.0% | 42 | +9,352 | 8.49% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 108,334 | 10,039 | 0.57% | 0.54% | 43 | +9,925 | 10.09% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 107,728 | 9,983 | 0.03% | 0.03% | 44 | -24,711 | -18.66% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 100,730 | 9,334 | 0.01% | 0.02% | 45 | -13,169 | -11.56% | Q1 2026 | May 15, 2026 |
| Key Capital Management, INC | History | Added to | 92,249 | 8,548 | 5.64% | 4.51% | 46 | +42,718 | 86.24% | Q1 2026 | May 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 86,404 | 8,007 | 0.02% | 0.02% | 47 | +2,266 | 2.69% | Q1 2026 | Apr 30, 2026 |
| Veridan Wealth LLC | History | Added to | 67,297 | 6,236 | 2.31% | 2.06% | 48 | +439 | 0.66% | Q1 2026 | May 15, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 63,624 | 5,896 | 0.21% | 0.22% | 49 | -1,536 | -2.36% | Q1 2026 | May 15, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 62,891 | 5,828 | 4.45% | 4.68% | 50 | -4,933 | -7.27% | Q1 2026 | May 12, 2026 |
| GTS FINANCIAL, LLC | History | New | 69,506 | 5,712 | 4.52% | — | 51 | +69,506 | New | Q1 2026 | May 19, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 58,544 | 5,425 | 0.36% | 0.16% | 52 | +33,742 | 136.05% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 54,426 | 5,043 | 0.01% | 0.01% | 53 | +4,189 | 8.34% | Q1 2026 | May 05, 2026 |
| Csenge Advisory Group | History | Reduced | 53,126 | 4,923 | 0.23% | 0.24% | 54 | -4,131 | -7.21% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 53,012 | 4,912 | 0.01% | 0.01% | 55 | -5,061 | -8.71% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 52,550 | 4,869 | 0.04% | 0.06% | 56 | +2,007 | 3.97% | Q1 2026 | May 15, 2026 |
| MATTERS CAPITAL LLC | History | Added to | 52,203 | 4,837 | 4.29% | 3.92% | 57 | +22 | 0.04% | Q1 2026 | May 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 50,336 | 4,664 | 0.37% | 0.35% | 58 | +53 | 0.11% | Q1 2026 | Apr 23, 2026 |
| Compound Planning, Inc. | History | Added to | 47,018 | 4,357 | 0.13% | 0.02% | 59 | +38,725 | 466.96% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 41,733 | 3,867 | 0.0% | 0.01% | 61 | -8,450 | -16.84% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 41,732 | 3,867 | 0.05% | 0.05% | 60 | +282 | 0.68% | Q1 2026 | Apr 23, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 40,777 | 3,778 | 0.11% | 0.14% | 62 | -10,575 | -20.59% | Q1 2026 | Apr 14, 2026 |
| World Investment Advisors | History | Reduced | 37,141 | 3,441 | 0.06% | 0.06% | 63 | -937 | -2.46% | Q1 2026 | Apr 27, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 34,175 | 3,166 | 0.11% | 0.08% | 64 | +9,699 | 39.63% | Q1 2026 | Apr 17, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 33,929 | 3,144 | 0.0% | 0.0% | 65 | -3,414 | -9.14% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 32,830 | 3,042 | 0.19% | 0.06% | 66 | +19,982 | 155.53% | Q1 2026 | Apr 28, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 32,109 | 2,975 | 0.56% | 0.51% | 67 | -603 | -1.84% | Q1 2026 | May 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,717 | 2,939 | 0.0% | 0.0% | 68 | +23,761 | 298.66% | Q1 2026 | May 15, 2026 |
| GRANVILLE CAPITAL, INC. | History | No change | 30,778 | 2,852 | 1.49% | 1.5% | 69 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FWG Investments, LLC. | History | Reduced | 29,429 | 2,727 | 1.73% | 1.8% | 70 | -1,338 | -4.35% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 25,948 | 2,404 | 0.0% | 0.0% | 71 | +96 | 0.37% | Q1 2026 | May 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 22,072 | 2,045 | 1.79% | 1.77% | 72 | +583 | 2.71% | Q1 2026 | May 06, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | Reduced | 21,706 | 2,011 | 0.31% | 0.33% | 73 | -771 | -3.43% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 22,096 | 2,010 | 0.0% | 0.0% | 74 | +8,680 | 64.7% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Added to | 21,097 | 1,955 | 0.08% | 0.06% | 75 | +3,789 | 21.89% | Q1 2026 | Apr 10, 2026 |
| GTS SECURITIES LLC | History | New | 21,057 | 1,951 | 0.07% | — | 76 | +21,057 | New | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Added to | 20,373 | 1,888 | 0.03% | 0.03% | 77 | +5 | 0.02% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 19,672 | 1,823 | 0.0% | 0.0% | 78 | -408 | -2.03% | Q1 2026 | May 14, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 19,116 | 1,771 | 0.12% | 0.14% | 79 | -508 | -2.59% | Q1 2026 | Apr 17, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 19,054 | 1,765 | 0.54% | 0.63% | 80 | -2,773 | -12.7% | Q1 2026 | Apr 28, 2026 |
| Centerpoint Advisory Group | History | Added to | 18,731 | 1,735 | 1.31% | 1.17% | 81 | +2,198 | 13.29% | Q1 2026 | Apr 29, 2026 |
| BROWN ADVISORY INC | History | No change | 18,412 | 1,706 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 18,323 | 1,664 | 0.11% | 0.09% | 83 | -2,159 | -10.54% | Q1 2026 | Apr 24, 2026 |
| Strategic Blueprint, LLC | History | Added to | 17,922 | 1,660 | 0.1% | 0.09% | 84 | +1,206 | 7.21% | Q1 2026 | Apr 29, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 16,845 | 1,653 | 0.11% | 0.12% | 85 | -439 | -2.54% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 17,549 | 1,626 | 0.04% | 0.04% | 86 | -1,698 | -8.82% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 17,838 | 1,620 | 0.05% | 0.05% | 87 | -388 | -2.13% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 17,170 | 1,591 | 0.07% | 0.08% | 88 | -1,381 | -7.44% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 16,026 | 1,485 | 0.0% | 0.0% | 89 | +634 | 4.12% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 15,885 | 1,459 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FMR LLC | History | Added to | 15,621 | 1,447 | 0.0% | 0.0% | 91 | +751 | 5.05% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 15,125 | 1,401 | 0.1% | 0.12% | 92 | -2,137 | -12.38% | Q1 2026 | Apr 16, 2026 |
| Venture Visionary Partners LLC | History | Added to | 15,047 | 1,394 | 0.05% | 0.04% | 93 | +30 | 0.2% | Q1 2026 | May 14, 2026 |
| Arcadia Wealth Management, LLC | History | Reduced | 13,984 | 1,295 | 0.47% | 0.49% | 94 | -459 | -3.18% | Q1 2026 | Apr 27, 2026 |
| Triad Wealth Partners, LLC | History | New | 13,972 | 1,294 | 0.1% | — | 95 | +13,972 | New | Q1 2026 | Apr 16, 2026 |
| Alpha Zero LLC | History | No change | 13,925 | 1,290 | 0.65% | 0.7% | 96 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 13,761 | 1,275 | 0.0% | 0.0% | 97 | +2,840 | 26.0% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 13,321 | 1,234 | 0.01% | 0.01% | 98 | +83 | 0.63% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,246 | 1,227 | 0.0% | — | 99 | +13,246 | New | Q1 2026 | May 12, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 12,728 | 1,179 | 0.08% | 0.1% | 100 | -1,917 | -13.09% | Q1 2026 | May 06, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 12,636 | 1,170 | 0.53% | 0.56% | 101 | +437 | 3.58% | Q1 2026 | Apr 20, 2026 |
| Claro Advisors Inc. | History | Added to | 12,353 | 1,144 | 0.14% | 0.12% | 102 | +2,408 | 24.21% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,344 | 1,143 | 0.0% | 0.0% | 103 | -1,366 | -9.96% | Q1 2026 | May 08, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 12,268 | 1,136 | 0.01% | 0.01% | 104 | +604 | 5.18% | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | New | 11,891 | 1,101 | 0.04% | — | 105 | +11,891 | New | Q1 2026 | May 15, 2026 |
| FLP Wealth Management, LLC | History | Added to | 11,771 | 1,090 | 2.25% | 2.32% | 106 | +1,106 | 10.37% | Q1 2026 | Apr 28, 2026 |
| Centennial Advisors, LLC | History | Reduced | 11,735 | 1,087 | 1.38% | 1.43% | 107 | -246 | -2.05% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 10,933 | 1,013 | 0.01% | 0.01% | 108 | +122 | 1.13% | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 10,590 | 981 | 0.06% | 0.05% | 109 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | No change | 10,264 | 951 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 10,197 | 944 | 0.05% | — | 111 | +10,197 | New | Q1 2026 | Apr 09, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 9,398 | 870 | 0.08% | 0.08% | 112 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,103 | 843 | 0.0% | 0.0% | 113 | +2,439 | 36.6% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 9,070 | 840 | 0.02% | — | 114 | +9,070 | New | Q1 2026 | May 15, 2026 |
| SMART Wealth LLC | History | Added to | 8,959 | 830 | 0.24% | 0.24% | 115 | +223 | 2.55% | Q1 2026 | Apr 23, 2026 |
| SCS Capital Management LLC | History | No change | 8,851 | 820 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 8,597 | 796 | 0.02% | 0.02% | 117 | -617 | -6.7% | Q1 2026 | May 04, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 8,355 | 774 | 0.34% | 0.34% | 118 | -9 | -0.11% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | No change | 8,511 | 773 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mason & Associates Inc | History | No change | 8,420 | 764 | 0.15% | 0.15% | 120 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 8,193 | 759 | 0.09% | 0.09% | 121 | +61 | 0.75% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,920 | 737 | 0.01% | 0.01% | 122 | +295 | 3.87% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | No change | 7,652 | 709 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CITIGROUP INC | History | Added to | 7,606 | 704 | 0.0% | 0.0% | 124 | +6,286 | 476.21% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,547 | 699 | 0.0% | 0.0% | 125 | +46 | 0.61% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 7,323 | 678 | 0.0% | 0.0% | 126 | -132 | -1.77% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,154 | 662 | 0.01% | 0.01% | 127 | +22 | 0.31% | Q1 2026 | May 08, 2026 |
| Kelly Financial Services LLC | History | Reduced | 7,096 | 657 | 0.16% | 0.2% | 128 | -1,477 | -17.23% | Q1 2026 | Apr 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 7,078 | 655 | 0.0% | 0.0% | 129 | +652 | 10.15% | Q1 2026 | May 13, 2026 |
| Index Technologies Group LLC | History | Reduced | 6,868 | 636 | 0.69% | 0.66% | 130 | -6 | -0.09% | Q1 2026 | Apr 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 6,745 | 625 | 0.0% | — | 131 | +6,745 | New | Q1 2026 | May 12, 2026 |
| Gibbs Wealth Management | History | New | 6,745 | 625 | 0.08% | — | 132 | +6,745 | New | Q1 2026 | May 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | New | 6,519 | 604 | 0.07% | — | 133 | +6,519 | New | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,213 | 575 | 0.0% | 0.0% | 134 | +5,031 | 425.63% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 6,095 | 564 | 0.0% | 0.0% | 135 | -1,800 | -22.8% | Q1 2026 | May 13, 2026 |
| Networth Advisors, LLC | History | Reduced | 5,849 | 542 | 0.38% | 0.42% | 136 | -386 | -6.19% | Q1 2026 | Apr 22, 2026 |
| GenWealth Group, Inc. | History | No change | 5,836 | 540 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Confluence Wealth Services, Inc. | History | Reduced | 5,496 | 509 | 0.02% | 0.02% | 138 | -428 | -7.22% | Q1 2026 | May 07, 2026 |
| FSA Advisors, Inc. | History | New | 5,455 | 505 | 0.33% | — | 139 | +5,455 | New | Q1 2026 | May 06, 2026 |
| Arvest Bank Trust Division | History | New | 5,372 | 497 | 0.03% | — | 140 | +5,372 | New | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Added to | 5,166 | 478 | 0.04% | 0.02% | 141 | +2,899 | 127.88% | Q1 2026 | May 06, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 5,137 | 476 | 0.11% | 0.06% | 142 | +2,434 | 90.05% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,132 | 471 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 5,044 | 467 | 0.04% | 0.06% | 144 | -971 | -16.14% | Q1 2026 | May 12, 2026 |
| Align Financial, LLC | History | Reduced | 4,991 | 462 | 0.26% | 0.25% | 145 | -423,352 | -98.83% | Q1 2026 | May 08, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 4,900 | 454 | 0.04% | — | 146 | +4,900 | New | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 4,850 | 445 | 0.0% | 0.0% | 147 | -2,702 | -35.78% | Q1 2026 | May 15, 2026 |
| MBL Wealth, LLC | History | Reduced | 4,800 | 444 | 0.03% | 0.04% | 148 | -200 | -4.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,754 | 440 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 4,748 | 439 | 0.04% | 0.2% | 150 | -16,308 | -77.45% | Q1 2026 | Apr 10, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,591 | 425 | 0.0% | 0.0% | 151 | -12,369 | -72.93% | Q1 2026 | May 15, 2026 |
| SIMA Wealth Partners, LLC | History | New | 4,537 | 420 | 0.32% | — | 152 | +4,537 | New | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Reduced | 4,452 | 412 | 0.03% | 0.03% | 153 | -398 | -8.21% | Q1 2026 | May 05, 2026 |
| Vantage Point Financial LLC | History | Reduced | 4,407 | 408 | 0.14% | 0.15% | 154 | -109 | -2.41% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,399 | 404 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 4,330 | 401 | 0.0% | 0.0% | 156 | -234 | -5.13% | Q1 2026 | May 14, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 3,900 | 396 | 0.04% | 0.05% | 157 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | No change | 4,214 | 390 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | Reduced | 4,167 | 386 | 0.08% | 0.08% | 159 | -181 | -4.16% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 4,066 | 376 | 0.0% | 0.0% | 160 | +197 | 5.09% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 4,003 | 370 | 0.0% | 0.0% | 161 | -750 | -15.78% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,808 | 352 | 0.0% | 0.0% | 162 | +265 | 7.48% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,768 | 349 | 0.0% | 0.0% | 163 | -2,094 | -35.72% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | No change | 3,768 | 349 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 3,741 | 346 | 0.16% | 0.16% | 165 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 3,676 | 340 | 0.02% | 0.01% | 166 | +2,599 | 241.32% | Q1 2026 | Apr 20, 2026 |
| BALLAST ADVISORS LLC | History | No change | 3,606 | 334 | 0.1% | 0.09% | 167 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 3,584 | 332 | 0.0% | 0.0% | 168 | -1,156 | -24.39% | Q1 2026 | May 05, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Added to | 3,540 | 328 | 0.07% | 0.07% | 169 | +22 | 0.63% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 3,517 | 325 | 0.01% | 0.01% | 170 | -334 | -8.67% | Q1 2026 | May 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 3,504 | 324 | 0.0% | — | 171 | +3,504 | New | Q1 2026 | May 11, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 3,422 | 317 | 0.03% | 0.03% | 172 | +574 | 20.15% | Q1 2026 | May 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 3,411 | 316 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 3,402 | 315 | 0.0% | 0.0% | 174 | -23 | -0.67% | Q1 2026 | Apr 08, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 3,395 | 314 | 0.01% | 0.01% | 175 | -119 | -3.39% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 3,277 | 303 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 3,108 | 288 | 0.01% | 0.01% | 177 | -682 | -17.99% | Q1 2026 | May 04, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 3,099 | 287 | 0.03% | 0.03% | 178 | -46 | -1.46% | Q1 2026 | May 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 3,105 | 287 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 3,082 | 285 | 0.01% | 0.01% | 180 | +10 | 0.33% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 3,086 | 285 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Diversified Trust Co | History | No change | 3,072 | 284 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| 1832 Asset Management L.P. | History | No change | 3,045 | 282 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | No change | 3,031 | 280 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 3,017 | 279 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,934 | 271 | 0.03% | — | 186 | +2,934 | New | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | No change | 2,822 | 261 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | No change | 2,785 | 258 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 2,744 | 254 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 2,723 | 252 | 0.1% | 0.11% | 190 | -341 | -11.13% | Q1 2026 | May 14, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 2,707 | 250 | 0.11% | 0.13% | 191 | -449 | -14.23% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 2,641 | 244 | 0.0% | 0.0% | 192 | -460 | -14.83% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,618 | 242 | 0.0% | 0.0% | 193 | +755 | 40.53% | Q1 2026 | May 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | New | 2,570 | 238 | 0.03% | — | 194 | +2,570 | New | Q1 2026 | May 08, 2026 |
| One Wealth Advisors, LLC | History | No change | 2,556 | 236 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 2,540 | 235 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 2,485 | 230 | 0.0% | 0.0% | 197 | -352 | -12.41% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 2,453 | 227 | 0.0% | — | 198 | +2,453 | New | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 2,439 | 224 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 2,418 | 224 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 2,415 | 223 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BLB&B Advisors, LLC | History | No change | 2,387 | 221 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,372 | 219 | 0.0% | 0.0% | 203 | -794 | -25.08% | Q1 2026 | Apr 20, 2026 |
| Cordatus Wealth Management LLC | History | No change | 2,352 | 217 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 2,303 | 213 | 0.0% | 0.0% | 205 | -159 | -6.46% | Q1 2026 | May 14, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | Reduced | 2,257 | 209 | 0.11% | 0.12% | 206 | -127 | -5.33% | Q1 2026 | May 14, 2026 |
| Colonial River Investments, LLC | History | New | 2,220 | 205 | 0.07% | — | 207 | +2,220 | New | Q1 2026 | Apr 27, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | New | 2,195 | 203 | 0.09% | — | 209 | +2,195 | New | Q1 2026 | May 05, 2026 |
| Parvin Asset Management, LLC | History | No change | 2,197 | 203 | 0.15% | 0.16% | 208 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,126 | 197 | 0.0% | 0.0% | 210 | -952 | -30.93% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | No change | 1,993 | 184 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | Added to | 1,690 | 157 | 0.03% | 0.0% | 212 | +1,647 | 3830.23% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | No change | 1,435 | 132 | 0.02% | 0.02% | 213 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | No change | 1,395 | 129 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,385 | 128 | 0.0% | 0.0% | 215 | +353 | 34.21% | Q1 2026 | Apr 07, 2026 |
| AlphaCore Capital LLC | History | Added to | 1,358 | 125 | 0.0% | 0.0% | 216 | +1,088 | 402.96% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,175 | 108 | 0.01% | 0.01% | 217 | -300 | -20.34% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,130 | 105 | 0.01% | 0.0% | 218 | +123 | 12.21% | Q1 2026 | Apr 27, 2026 |
| EFG International AG | History | No change | 1,110 | 102 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,063 | 98 | 0.0% | 0.0% | 220 | +37 | 3.61% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,027 | 95 | 0.0% | 0.0% | 221 | +198 | 23.88% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,006 | 93 | 0.05% | 0.06% | 223 | -253 | -20.1% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | No change | 1,013 | 93 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 862 | 79 | 0.0% | — | 224 | +862 | New | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 775 | 71 | 0.0% | 0.0% | 225 | -225 | -22.5% | Q1 2026 | Apr 13, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 745 | 69 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | New | 660 | 61 | 0.0% | — | 227 | +660 | New | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 632 | 58 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 599 | 55 | 0.0% | 0.0% | 229 | +107 | 21.75% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 587 | 54 | 0.0% | — | 230 | +587 | New | Q1 2026 | May 01, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 515 | 47 | 0.03% | 0.02% | 231 | -15 | -2.83% | Q1 2026 | May 01, 2026 |
| Anchor Investment Management, LLC | History | No change | 500 | 46 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIRST HORIZON CORP | History | No change | 421 | 39 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ST GERMAIN D J CO INC | History | No change | 294 | 27 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 289 | 26 | 0.0% | — | 235 | +289 | New | Q1 2026 | May 12, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 267 | 24 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 221 | 20 | 0.0% | 0.0% | 237 | +134 | 154.02% | Q1 2026 | May 06, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 203 | 18 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | No change | 186 | 17 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | New | 171 | 15 | 0.0% | — | 240 | +171 | New | Q1 2026 | Apr 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 143 | 13 | 0.0% | — | 241 | +143 | New | Q1 2026 | Apr 17, 2026 |
| New Republic Capital, LLC | History | New | 140 | 12 | 0.0% | — | 242 | +140 | New | Q1 2026 | May 01, 2026 |
| Clarity Asset Management, Inc. | History | New | 109 | 10 | 0.01% | — | 243 | +109 | New | Q1 2026 | May 04, 2026 |
| Clearstead Trust, LLC | History | No change | 103 | 9 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 103 | 9 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 90 | 8 | 0.0% | — | 247 | +90 | New | Q1 2026 | Apr 14, 2026 |
| New Millennium Group LLC | History | No change | 95 | 8 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 65 | 6 | 0.0% | 0.0% | 248 | -193 | -74.81% | Q1 2026 | May 06, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 68 | 6 | 0.0% | — | 251 | +68 | New | Q1 2026 | Apr 20, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 67 | 6 | 0.0% | — | 250 | +67 | New | Q1 2026 | Apr 13, 2026 |
| Ransom Advisory, Ltd | History | No change | 68 | 6 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Spire Wealth Management | History | New | 54 | 5 | 0.0% | — | 252 | +54 | New | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 48 | 4 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 47 | 4 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Western Wealth Management, LLC | History | New | 29 | 2 | 0.0% | — | 257 | +29 | New | Q1 2026 | May 19, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -187,453 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -32,515 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Centennial Wealth Advisory LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -22,416 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Tailwinds Wealth, LLC | History | Closed out | 0 | 0 | — | 1.0% | — | -10,078 | -100.0% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,009 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,501 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,077 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Continuum Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,472 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,465 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Alta Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,400 | -100.0% | Q1 2026 | May 04, 2026 |
| WBH ADVISORY INC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,263 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GRANITE ISLANDS PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,220 | -100.0% | Q1 2026 | Apr 21, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,190 | -100.0% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | Apr 16, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 05, 2026 |