iSHARES TRUST - IXC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HSBC HOLDINGS PLC | History | New | 4,685,253 | 269,917 | 0.14% | — | 1 | +4,685,253 | New | Q1 2026 | Apr 30, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 3,524,710 | 203,058 | 0.07% | 0.21% | 2 | -11,204,783 | -76.07% | Q1 2026 | May 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 3,320,569 | 192,792 | 0.16% | — | 3 | +3,320,569 | New | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,930,904 | 111,239 | 0.01% | 0.0% | 4 | +1,116,860 | 137.2% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | New | 1,853,632 | 108,734 | 0.08% | — | 5 | +1,853,632 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,159,227 | 66,783 | 0.0% | 0.0% | 6 | -35,745 | -2.99% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 816,015 | 47,076 | 0.05% | 0.04% | 7 | +18,594 | 2.33% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 639,418 | 36,836 | 0.8% | 0.58% | 8 | +14,712 | 2.36% | Q1 2026 | May 14, 2026 |
| Verger Capital Management LLC | History | Reduced | 564,910 | 32,544 | 9.59% | 7.15% | 9 | -10,865 | -1.89% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 486,453 | 28,024 | 2.76% | 2.42% | 10 | +26,171 | 5.69% | Q1 2026 | Apr 06, 2026 |
| LPL Financial LLC | History | Added to | 416,096 | 23,971 | 0.01% | 0.0% | 11 | +139,079 | 50.21% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 388,949 | 22,407 | 0.0% | 0.0% | 12 | -110,986 | -22.2% | Q1 2026 | May 05, 2026 |
| MFA WEALTH ADVISORS, LLC | History | Added to | 316,532 | 18,235 | 3.59% | 2.69% | 13 | +12,563 | 4.13% | Q1 2026 | Apr 20, 2026 |
| Van Cleef Asset Management,Inc | History | Reduced | 282,705 | 16,286 | 1.75% | 1.21% | 14 | -941 | -0.33% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 279,571 | 16,106 | 0.0% | 0.0% | 15 | +27,228 | 10.79% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 272,871 | 15,720 | 0.02% | 0.02% | 16 | -171,043 | -38.53% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 260,947 | 15,033 | 0.0% | 0.0% | 17 | +235,276 | 916.51% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 238,875 | 13,761 | 0.0% | 0.0% | 18 | +44,481 | 22.88% | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 235,824 | 13,585 | 0.01% | — | 19 | +235,824 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 233,458 | 13,449 | 0.0% | 0.0% | 20 | +42,657 | 22.36% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 229,506 | 13,221 | 0.0% | 0.0% | 21 | -31,283 | -12.0% | Q1 2026 | May 15, 2026 |
| Financial Advisory Corp | History | Reduced | 222,454 | 12,815 | 1.78% | 1.75% | 22 | -65,165 | -22.66% | Q1 2026 | Apr 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 210,862 | 12,147 | 0.02% | 0.03% | 23 | -237,430 | -52.96% | Q1 2026 | Apr 27, 2026 |
| Cambria Investment Management, L.P. | History | New | 202,515 | 11,666 | 0.65% | — | 24 | +202,515 | New | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 192,339 | 11,080 | 0.04% | 0.03% | 25 | +8,822 | 4.81% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 179,975 | 10,368 | 0.0% | 0.0% | 26 | +40,364 | 28.91% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 179,561 | 10,344 | 1.31% | 0.94% | 27 | -3,675 | -2.01% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 230,860 | 9,679 | 0.0% | — | 28 | +230,860 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 167,048 | 9,623 | 0.0% | 0.0% | 29 | -37,970 | -18.52% | Q1 2026 | May 15, 2026 |
| Morningstar Investment Management LLC | History | New | 154,885 | 8,922 | 0.55% | — | 30 | +154,885 | New | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 140,467 | 8,092 | 0.22% | 0.17% | 31 | -6,963 | -4.72% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 139,878 | 8,060 | 0.01% | 0.01% | 32 | +23,562 | 20.26% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 136,205 | 7,846 | 0.12% | — | 33 | +136,205 | New | Q1 2026 | May 15, 2026 |
| NKCFO LLC | History | New | 115,125 | 6,632 | 1.97% | — | 34 | +115,125 | New | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 112,456 | 6,478 | 0.07% | 0.05% | 35 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 107,873 | 6,214 | 0.01% | 0.0% | 36 | +72,559 | 205.47% | Q1 2026 | May 05, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 107,474 | 6,192 | 1.26% | 1.09% | 37 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 106,827 | 6,154 | 1.87% | 1.16% | 38 | +18,302 | 20.67% | Q1 2026 | Apr 15, 2026 |
| GenTrust, LLC | History | Reduced | 106,085 | 6,111 | 0.26% | 0.2% | 39 | -2,700 | -2.48% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 101,138 | 5,826 | 0.01% | 0.0% | 40 | +148 | 0.15% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL PLC | History | Added to | 96,225 | 5,543 | 0.03% | 0.02% | 41 | +36,725 | 61.72% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 96,111 | 5,536 | 0.07% | 0.05% | 42 | +1,195 | 1.26% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 90,368 | 5,206 | 0.0% | 0.0% | 43 | -53,747 | -37.29% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 89,533 | 5,157 | 0.0% | 0.0% | 44 | +419 | 0.47% | Q1 2026 | May 13, 2026 |
| Proficio Capital Partners LLC | History | Added to | 88,885 | 5,120 | 0.27% | 0.07% | 45 | +65,015 | 272.37% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 87,105 | 5,018 | 0.03% | 0.03% | 46 | -10,266 | -10.54% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 83,127 | 4,788 | 0.07% | 0.05% | 47 | +114 | 0.14% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 81,608 | 4,754 | 0.0% | 0.0% | 48 | +23,255 | 39.85% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Added to | 77,235 | 4,449 | 0.04% | 0.01% | 49 | +39,077 | 102.41% | Q1 2026 | May 08, 2026 |
| Factor Wealth Management LTD | History | Added to | 74,287 | 4,279 | 0.8% | 0.57% | 50 | +11,793 | 18.87% | Q1 2026 | Apr 20, 2026 |
| NORTHLAND SECURITIES, INC. | History | Reduced | 72,129 | 4,155 | 3.96% | 2.98% | 51 | -2,119 | -2.85% | Q1 2026 | May 04, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Added to | 70,360 | 4,053 | 0.59% | 0.43% | 52 | +3,086 | 4.59% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 68,525 | 3,947 | 0.02% | 0.01% | 53 | +10,311 | 17.71% | Q1 2026 | Apr 29, 2026 |
| Wealthfront Advisers LLC | History | Added to | 67,900 | 3,911 | 0.01% | 0.0% | 54 | +21,919 | 47.67% | Q1 2026 | May 05, 2026 |
| Advocate Investing Services LLC | History | Reduced | 63,178 | 3,639 | 3.08% | 2.38% | 55 | -200 | -0.32% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 61,161 | 3,524 | 0.01% | 0.01% | 56 | -7,839 | -11.36% | Q1 2026 | Apr 30, 2026 |
| ABLE Financial Group, LLC | History | Added to | 56,932 | 3,279 | 0.64% | 0.06% | 57 | +50,453 | 778.72% | Q1 2026 | Apr 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 52,324 | 3,014 | 0.01% | 0.0% | 58 | -4,887 | -8.54% | Q1 2026 | May 01, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 52,300 | 3,013 | 0.3% | 0.22% | 59 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 49,704 | 2,885 | 0.0% | 0.0% | 60 | -5,049 | -9.22% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 64,001 | 2,794 | 0.0% | 0.0% | 61 | +19,108 | 42.56% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 44,971 | 2,590 | 0.06% | 0.08% | 62 | +6,240 | 16.11% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 43,956 | 2,532 | 0.17% | 0.13% | 63 | +495 | 1.14% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 43,533 | 2,507 | 0.0% | 0.0% | 64 | +17,482 | 67.11% | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 42,252 | 2,434 | 0.07% | 0.0% | 65 | +37,901 | 871.09% | Q1 2026 | Apr 27, 2026 |
| Dakota Wealth Management | History | Reduced | 41,212 | 2,374 | 0.05% | 0.04% | 66 | -12,113 | -22.72% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 39,989 | 2,303 | 0.01% | 0.0% | 67 | +32,371 | 424.93% | Q1 2026 | May 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 39,762 | 2,290 | 0.03% | 0.02% | 68 | +1,031 | 2.66% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 39,087 | 2,251 | 0.02% | 0.01% | 69 | -3,381 | -7.96% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 38,762 | 2,233 | 0.01% | 0.01% | 70 | +2,732 | 7.58% | Q1 2026 | Apr 30, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 38,834 | 2,167 | 0.01% | 0.01% | 71 | -1,119 | -2.8% | Q1 2026 | May 12, 2026 |
| Alpha Financial Partners LLC | History | New | 37,418 | 2,155 | 1.28% | — | 72 | +37,418 | New | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 46,099 | 1,965 | 0.01% | 0.02% | 73 | -20,419 | -30.7% | Q1 2026 | May 15, 2026 |
| PSI Advisors, LLC | History | New | 33,435 | 1,926 | 0.46% | — | 74 | +33,435 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Reduced | 33,067 | 1,905 | 0.0% | 0.0% | 75 | -5,535 | -14.34% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | No change | 32,169 | 1,853 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RAINIER FAMILY WEALTH INC | History | New | 32,100 | 1,849 | 1.24% | — | 77 | +32,100 | New | Q1 2026 | Apr 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 31,992 | 1,806 | 0.0% | 0.0% | 78 | -15,854 | -33.14% | Q1 2026 | Apr 08, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 29,621 | 1,706 | 0.03% | 0.02% | 79 | +6,894 | 30.33% | Q1 2026 | May 04, 2026 |
| ICON ADVISERS INC/CO | History | No change | 28,000 | 1,613 | 0.37% | 0.25% | 80 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 27,772 | 1,599 | 0.07% | 0.04% | 81 | +2,122 | 8.27% | Q1 2026 | Apr 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 27,202 | 1,567 | 0.18% | 0.13% | 82 | -463 | -1.67% | Q1 2026 | Apr 24, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 26,120 | 1,504 | 0.01% | 0.0% | 83 | -3,880 | -12.93% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | New | 26,089 | 1,502 | 0.0% | — | 84 | +26,089 | New | Q1 2026 | May 14, 2026 |
| Affiance Financial, LLC | History | No change | 24,755 | 1,426 | 0.23% | 0.17% | 85 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 24,628 | 1,418 | 0.0% | 0.0% | 86 | +10,448 | 73.68% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 24,354 | 1,403 | 0.01% | 0.01% | 87 | -2,648 | -9.81% | Q1 2026 | May 11, 2026 |
| Climber Capital SA | History | Added to | 24,248 | 1,396 | 0.91% | 0.59% | 88 | +2,750 | 12.79% | Q1 2026 | May 01, 2026 |
| Rathbones Group PLC | History | Added to | 23,849 | 1,373 | 0.01% | 0.0% | 89 | +130 | 0.55% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 23,290 | 1,341 | 0.01% | 0.01% | 90 | -2,942 | -11.22% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 22,784 | 1,312 | 0.01% | 0.01% | 91 | +1,390 | 6.5% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 22,588 | 1,301 | 0.0% | 0.0% | 92 | +1,972 | 9.57% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 23,288 | 1,299 | 0.02% | 0.02% | 93 | -5,403 | -18.83% | Q1 2026 | May 14, 2026 |
| DARA CAPITAL US, INC. | History | No change | 22,050 | 1,270 | 1.2% | 0.82% | 94 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 21,506 | 1,238 | 0.01% | 0.01% | 95 | +116 | 0.54% | Q1 2026 | May 15, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 21,404 | 1,233 | 0.07% | 0.06% | 96 | -2,042 | -8.71% | Q1 2026 | Apr 09, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 21,261 | 1,224 | 0.03% | 0.03% | 97 | -6,713 | -24.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 20,200 | 1,163 | 0.0% | 0.0% | 98 | -5,700 | -22.01% | Q1 2026 | May 14, 2026 |
| J.Safra Asset Management Corp | History | No change | 20,157 | 1,161 | 0.06% | 0.04% | 99 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vantage Point Financial LLC | History | Reduced | 18,828 | 1,084 | 0.38% | 0.31% | 100 | -2,020 | -9.69% | Q1 2026 | May 01, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 18,780 | 1,081 | 0.03% | 0.02% | 101 | -3,000 | -13.77% | Q1 2026 | Apr 07, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 16,934 | 975 | 0.3% | 0.28% | 102 | -5,202 | -23.5% | Q1 2026 | Apr 17, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,579 | 955 | 0.01% | 0.01% | 103 | -2,121 | -11.34% | Q1 2026 | May 13, 2026 |
| Abbot Financial Management, Inc. | History | No change | 16,519 | 951 | 0.4% | 0.29% | 104 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 16,446 | 947 | 0.0% | 0.0% | 105 | +11,095 | 207.34% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | No change | 16,102 | 927 | 0.06% | 0.04% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 15,802 | 910 | 0.01% | 0.01% | 107 | +551 | 3.61% | Q1 2026 | Apr 20, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 15,750 | 907 | 0.11% | 0.08% | 108 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 15,690 | 903 | 0.31% | 0.21% | 109 | +1,095 | 7.5% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | New | 15,569 | 897 | 0.04% | — | 110 | +15,569 | New | Q1 2026 | May 14, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 21,165 | 888 | 0.41% | 0.41% | 111 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Private Advisor Group, LLC | History | Reduced | 15,265 | 879 | 0.0% | 0.0% | 112 | -631 | -3.97% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,326 | 855 | 0.01% | 0.01% | 113 | +7 | 0.05% | Q1 2026 | Apr 07, 2026 |
| BCO Wealth Management LLC | History | No change | 13,799 | 794 | 0.48% | 0.35% | 114 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Advisory Alpha, LLC | History | New | 13,316 | 767 | 0.02% | — | 115 | +13,316 | New | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 13,655 | 762 | 0.04% | 0.03% | 116 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 13,497 | 761 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | New | 13,125 | 756 | 0.01% | — | 118 | +13,125 | New | Q1 2026 | Apr 13, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 12,995 | 748 | 0.41% | 0.3% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 12,959 | 746 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wealth Management Partners, LLC | History | Added to | 12,807 | 737 | 0.21% | 0.07% | 121 | +6,656 | 108.21% | Q1 2026 | Apr 17, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 12,688 | 730 | 0.19% | 0.14% | 122 | -317 | -2.44% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Reduced | 12,649 | 728 | 0.03% | 0.02% | 123 | -579 | -4.38% | Q1 2026 | Apr 20, 2026 |
| Fiduciary Planning LLC | History | Reduced | 12,514 | 720 | 0.22% | 0.23% | 124 | -5,392 | -30.11% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 12,464 | 718 | 0.02% | 0.01% | 125 | -1,037 | -7.68% | Q1 2026 | May 04, 2026 |
| Lynx Investment Advisory | History | No change | 12,249 | 705 | 0.34% | 0.28% | 126 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 12,080 | 696 | 0.09% | 0.07% | 127 | -50 | -0.41% | Q1 2026 | Apr 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 11,795 | 679 | 0.0% | — | 128 | +11,795 | New | Q1 2026 | May 15, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 11,378 | 655 | 0.27% | 0.3% | 129 | -5,299 | -31.77% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Reduced | 11,293 | 650 | 0.0% | 0.0% | 130 | -1,428 | -11.23% | Q1 2026 | May 15, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 11,230 | 646 | 0.08% | 0.06% | 131 | -67 | -0.59% | Q1 2026 | May 06, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 11,227 | 646 | 0.67% | 0.49% | 132 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Savvy Advisors, Inc. | History | New | 11,078 | 638 | 0.02% | — | 133 | +11,078 | New | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,874 | 626 | 0.0% | 0.0% | 134 | -7,523 | -40.89% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 10,779 | 621 | 0.0% | 0.0% | 135 | -824 | -7.1% | Q1 2026 | May 14, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 10,756 | 620 | 0.2% | 0.13% | 136 | +300 | 2.87% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Added to | 10,737 | 618 | 0.0% | 0.0% | 137 | +58 | 0.54% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,673 | 614 | 0.0% | 0.0% | 138 | +855 | 8.71% | Q1 2026 | May 15, 2026 |
| TPG Advisors LLC | History | Added to | 10,596 | 610 | 0.38% | 0.21% | 139 | +2,622 | 32.88% | Q1 2026 | Apr 22, 2026 |
| LOM Asset Management Ltd | History | Added to | 10,430 | 600 | 0.17% | 0.02% | 140 | +9,000 | 629.37% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 10,179 | 586 | 0.0% | — | 141 | +10,179 | New | Q1 2026 | May 14, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 10,000 | 576 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AE Wealth Management LLC | History | Added to | 9,957 | 573 | 0.0% | 0.0% | 143 | +7,719 | 344.91% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 9,507 | 557 | 0.0% | 0.0% | 144 | +2,446 | 34.64% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,574 | 551 | 0.0% | 0.0% | 145 | +331 | 3.58% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 9,493 | 546 | 0.01% | — | 146 | +9,493 | New | Q1 2026 | Apr 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 9,913 | 544 | 0.03% | 0.02% | 147 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Detalus Advisors, LLC | History | No change | 9,271 | 534 | 0.12% | 0.09% | 148 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 9,182 | 528 | 0.07% | — | 149 | +9,182 | New | Q1 2026 | May 18, 2026 |
| Forthright Family Wealth Advisory LLC | History | New | 12,262 | 526 | 0.35% | — | 150 | +12,262 | New | Q1 2026 | May 13, 2026 |
| Arcus Capital Partners, LLC | History | No change | 8,792 | 506 | 0.18% | 0.13% | 151 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,643 | 497 | 0.0% | 0.0% | 152 | +2,123 | 32.56% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,415 | 484 | 0.0% | 0.0% | 153 | +368 | 4.57% | Q1 2026 | Apr 27, 2026 |
| Jefferies Financial Group Inc. | History | No change | 8,372 | 482 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hyposwiss Advisors SA | History | No change | 8,094 | 466 | 0.46% | 0.33% | 155 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 8,075 | 465 | 0.06% | 0.04% | 156 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,002 | 461 | 0.04% | 0.03% | 157 | +36 | 0.45% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Added to | 7,768 | 447 | 0.01% | 0.01% | 158 | +1,400 | 21.98% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 7,607 | 438 | 0.0% | 0.0% | 159 | +1,610 | 26.85% | Q1 2026 | May 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 7,364 | 424 | 0.01% | — | 161 | +7,364 | New | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 7,368 | 424 | 0.02% | 0.01% | 160 | -284 | -3.71% | Q1 2026 | May 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 6,977 | 401 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | Reduced | 6,902 | 397 | 0.01% | 0.03% | 163 | -7,761 | -52.93% | Q1 2026 | May 19, 2026 |
| Advisors Preferred, LLC | History | New | 6,896 | 397 | 0.06% | — | 164 | +6,896 | New | Q1 2026 | May 05, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 6,800 | 391 | 0.0% | 0.0% | 165 | -1,200 | -15.0% | Q1 2026 | Apr 28, 2026 |
| IEQ CAPITAL, LLC | History | No change | 6,779 | 390 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 6,722 | 387 | 0.01% | 0.01% | 167 | -1,119 | -14.27% | Q1 2026 | Apr 07, 2026 |
| BFI Wealth Solutions, LLC | History | No change | 6,612 | 367 | 0.35% | 0.26% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 6,363 | 366 | 0.0% | 0.0% | 169 | -489 | -7.14% | Q1 2026 | May 12, 2026 |
| Elmwood Wealth Management, Inc. | History | New | 6,200 | 357 | 0.1% | — | 170 | +6,200 | New | Q1 2026 | Apr 09, 2026 |
| Sovran Advisors, LLC | History | Reduced | 6,231 | 353 | 0.03% | 0.02% | 171 | -446 | -6.68% | Q1 2026 | May 01, 2026 |
| Clear Creek Financial Management, LLC | History | New | 6,121 | 352 | 0.03% | — | 172 | +6,121 | New | Q1 2026 | Apr 22, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 5,997 | 345 | 0.01% | 0.01% | 173 | +652 | 12.2% | Q1 2026 | May 04, 2026 |
| Diversified Trust Co | History | No change | 5,947 | 342 | 0.01% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Reduced | 5,760 | 332 | 0.0% | 0.0% | 175 | -5,104 | -46.98% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,658 | 325 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 5,639 | 324 | 0.0% | — | 177 | +5,639 | New | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | No change | 5,600 | 322 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,509 | 317 | 0.01% | 0.0% | 179 | -41 | -0.74% | Q1 2026 | May 01, 2026 |
| CAPITAL ADVISORS INC/OK | History | New | 5,500 | 316 | 0.01% | — | 181 | +5,500 | New | Q1 2026 | Apr 27, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | No change | 5,487 | 316 | 0.04% | 0.03% | 180 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Corecam Pte. Ltd. | History | No change | 5,420 | 312 | 0.14% | 0.12% | 182 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 5,357 | 308 | 0.0% | — | 183 | +5,357 | New | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | New | 5,339 | 307 | 0.0% | — | 184 | +5,339 | New | Q1 2026 | May 13, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 5,113 | 294 | 0.1% | 0.07% | 185 | -209 | -3.93% | Q1 2026 | Apr 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 5,100 | 293 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 5,000 | 288 | 0.13% | 0.1% | 187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 4,980 | 286 | 0.01% | 0.01% | 188 | -236 | -4.52% | Q1 2026 | May 08, 2026 |
| ProCore Advisors, LLC | History | Reduced | 4,924 | 283 | 0.43% | 0.28% | 192 | -1,493 | -23.27% | Q1 2026 | Apr 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 4,926 | 283 | 0.01% | 0.01% | 190 | +14 | 0.29% | Q1 2026 | May 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 4,923 | 283 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Legacy Advisors, LLC | History | No change | 4,915 | 283 | 0.03% | 0.02% | 191 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MBA Advisors LLC | History | Reduced | 4,848 | 279 | 0.11% | 0.1% | 193 | -933 | -16.14% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | New | 4,783 | 275 | 0.0% | — | 194 | +4,783 | New | Q1 2026 | May 01, 2026 |
| Townsend & Associates, Inc | History | No change | 4,992 | 269 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | New | 4,665 | 268 | 0.01% | — | 196 | +4,665 | New | Q1 2026 | May 06, 2026 |
| Belpointe Asset Management LLC | History | New | 4,643 | 267 | 0.01% | — | 197 | +4,643 | New | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | New | 4,612 | 265 | 0.01% | — | 198 | +4,612 | New | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 4,535 | 261 | 0.16% | 0.11% | 199 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | New | 4,503 | 259 | 0.01% | — | 200 | +4,503 | New | Q1 2026 | May 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | New | 4,465 | 257 | 0.02% | — | 201 | +4,465 | New | Q1 2026 | May 12, 2026 |
| Parcion Private Wealth LLC | History | New | 4,416 | 254 | 0.02% | — | 202 | +4,416 | New | Q1 2026 | Apr 22, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 4,412 | 254 | 0.02% | — | 203 | +4,412 | New | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,408 | 253 | 0.0% | 0.0% | 204 | +2,538 | 135.72% | Q1 2026 | May 01, 2026 |
| Fort Point Capital Partners LLC | History | New | 4,353 | 250 | 0.03% | — | 205 | +4,353 | New | Q1 2026 | May 14, 2026 |
| Montecito Bank & Trust | History | New | 4,326 | 249 | 0.04% | — | 207 | +4,326 | New | Q1 2026 | Apr 16, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,327 | 249 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| 71 West Capital Partners | History | New | 4,318 | 248 | 0.01% | — | 208 | +4,318 | New | Q1 2026 | May 06, 2026 |
| CURA WEALTH ADVISORS, LLC | History | New | 4,300 | 247 | 0.11% | — | 210 | +4,300 | New | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 4,289 | 247 | 0.03% | — | 209 | +4,289 | New | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | New | 4,235 | 243 | 0.0% | — | 212 | +4,235 | New | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | No change | 4,233 | 243 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | New | 4,170 | 240 | 0.03% | — | 213 | +4,170 | New | Q1 2026 | May 12, 2026 |
| RCW Management, LLC | History | New | 4,146 | 238 | 0.24% | — | 214 | +4,146 | New | Q1 2026 | Apr 15, 2026 |
| Icon Wealth Advisors, LLC | History | New | 4,223 | 236 | 0.02% | — | 215 | +4,223 | New | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,607 | 235 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 3,948 | 229 | 0.01% | — | 218 | +3,948 | New | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 3,977 | 229 | 0.0% | 0.0% | 217 | +47 | 1.2% | Q1 2026 | May 15, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 3,916 | 225 | 0.02% | 0.02% | 220 | -937 | -19.31% | Q1 2026 | Apr 20, 2026 |
| Spire Wealth Management | History | Reduced | 3,922 | 225 | 0.01% | 0.01% | 219 | -41 | -1.03% | Q1 2026 | Apr 22, 2026 |
| Krilogy Financial LLC | History | New | 4,086 | 222 | 0.01% | — | 221 | +4,086 | New | Q1 2026 | Apr 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 3,819 | 220 | 0.0% | 0.0% | 222 | -7,068 | -64.92% | Q1 2026 | May 15, 2026 |
| Almanack Investment Partners, LLC. | History | New | 3,805 | 219 | 0.04% | — | 223 | +3,805 | New | Q1 2026 | May 05, 2026 |
| PATTEN & PATTEN INC/TN | History | New | 3,797 | 218 | 0.01% | — | 224 | +3,797 | New | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | New | 3,680 | 212 | 0.0% | — | 225 | +3,680 | New | Q1 2026 | May 12, 2026 |
| DECISION INVESTMENTS, INC | History | New | 3,644 | 209 | 0.24% | — | 226 | +3,644 | New | Q1 2026 | Apr 21, 2026 |
| Modera Wealth Management, LLC | History | New | 3,540 | 203 | 0.0% | — | 227 | +3,540 | New | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,733 | 198 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 3,000 | 172 | 0.0% | — | 229 | +3,000 | New | Q1 2026 | May 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,811 | 161 | 0.0% | — | 230 | +2,811 | New | Q1 2026 | May 11, 2026 |
| Provident Wealth Management, LLC | History | No change | 2,500 | 144 | 0.04% | 0.03% | 231 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clearstead Advisors, LLC | History | Added to | 2,479 | 142 | 0.0% | 0.0% | 232 | +1,751 | 240.52% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,302 | 138 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ascentis Independent Advisors | History | New | 2,378 | 136 | 0.01% | — | 234 | +2,378 | New | Q1 2026 | Apr 28, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,287 | 131 | 0.03% | 0.02% | 235 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 2,305 | 130 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advanced Asset Management Advisors Inc | History | Added to | 2,225 | 128 | 0.04% | 0.03% | 237 | +23 | 1.04% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Reduced | 2,002 | 115 | 0.0% | 0.01% | 238 | -2,710 | -57.51% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,061 | 115 | 0.01% | 0.0% | 239 | -10 | -0.48% | Q1 2026 | Apr 27, 2026 |
| Kilter Group LLC | History | No change | 1,899 | 109 | 0.05% | 0.03% | 240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 1,879 | 108 | 0.0% | 0.0% | 241 | +131 | 7.49% | Q1 2026 | May 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 1,736 | 100 | 0.07% | 0.04% | 242 | +101 | 6.18% | Q1 2026 | Apr 07, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 1,604 | 92 | 0.03% | 0.02% | 243 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Powell Investment Advisors, LLC | History | No change | 1,462 | 84 | 0.03% | 0.02% | 244 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,445 | 83 | 0.0% | 0.0% | 245 | +103 | 7.68% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 1,356 | 78 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,306 | 75 | 0.0% | — | 248 | +1,286 | 6430.0% | Q1 2026 | May 15, 2026 |
| Winch Advisory Services, LLC | History | No change | 1,309 | 75 | 0.02% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 1,605 | 67 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,143 | 65 | 0.02% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Synergy Investment Management, LLC | History | New | 1,073 | 61 | 0.02% | — | 251 | +1,073 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,041 | 59 | 0.0% | 0.0% | 252 | +934 | 872.9% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | New | 1,014 | 58 | 0.0% | — | 253 | +1,014 | New | Q1 2026 | May 08, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 1,000 | 57 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 974 | 56 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 972 | 55 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 936 | 53 | 0.03% | — | 257 | +936 | New | Q1 2026 | May 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,210 | 50 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| IMG Wealth Management, Inc. | History | Reduced | 862 | 49 | 0.03% | 0.03% | 259 | -174 | -16.8% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 849 | 48 | 0.01% | 0.01% | 260 | +7 | 0.83% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 799 | 46 | 0.0% | 0.0% | 261 | +211 | 35.88% | Q1 2026 | Apr 13, 2026 |
| Nova Wealth Management, Inc. | History | New | 766 | 44 | 0.03% | — | 262 | +766 | New | Q1 2026 | Apr 14, 2026 |
| NFSG Corp | History | No change | 760 | 43 | 0.01% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Global Assets Advisory, LLC | History | New | 731 | 42 | 0.01% | — | 265 | +731 | New | Q1 2026 | May 01, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 730 | 42 | 0.03% | 0.03% | 264 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 696 | 40 | 0.0% | 0.0% | 266 | +245 | 54.32% | Q1 2026 | May 08, 2026 |
| Scarborough Advisors, LLC | History | New | 687 | 39 | 0.0% | — | 267 | +687 | New | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 629 | 36 | 0.0% | 0.0% | 269 | +215 | 51.93% | Q1 2026 | May 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 634 | 36 | 0.0% | 0.0% | 270 | -100 | -13.62% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 638 | 36 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | No change | 617 | 35 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bank of New Hampshire | History | No change | 600 | 34 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Integrity Financial Corp /WA | History | Added to | 588 | 33 | 0.02% | 0.01% | 273 | +120 | 25.64% | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 569 | 32 | 0.0% | 0.01% | 274 | -670 | -54.08% | Q1 2026 | May 15, 2026 |
| Darwin Wealth Management, LLC | History | New | 568 | 32 | 0.01% | — | 275 | +568 | New | Q1 2026 | May 01, 2026 |
| EFG International AG | History | New | 550 | 31 | 0.0% | — | 280 | +550 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 551 | 31 | 0.0% | 0.0% | 279 | -73 | -11.7% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 554 | 31 | 0.0% | 0.0% | 278 | -16 | -2.81% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 750 | 31 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 543 | 31 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WealthShield Partners, LLC | History | Reduced | 490 | 28 | 0.0% | 0.0% | 281 | -21 | -4.11% | Q1 2026 | May 01, 2026 |
| SYM FINANCIAL Corp | History | No change | 475 | 27 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 500 | 27 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | New | 463 | 26 | 0.0% | — | 284 | +463 | New | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | New | 434 | 25 | 0.01% | — | 288 | +434 | New | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 434 | 25 | 0.01% | 0.0% | 286 | +390 | 886.36% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 436 | 25 | 0.0% | 0.0% | 287 | -143 | -24.7% | Q1 2026 | Apr 24, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 437 | 25 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 429 | 24 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Manchester Capital Management LLC | History | Reduced | 400 | 23 | 0.0% | 0.0% | 290 | -200 | -33.33% | Q1 2026 | May 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 400 | 23 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 107 | 22 | 0.04% | — | 292 | +107 | New | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 380 | 21 | 0.02% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Minot DeBlois Advisors LLC | History | No change | 350 | 20 | 0.02% | 0.01% | 294 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Collier Financial | History | Added to | 343 | 19 | 0.01% | 0.01% | 295 | +1 | 0.29% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 325 | 18 | 0.0% | — | 297 | +325 | New | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | New | 315 | 18 | 0.0% | — | 296 | +315 | New | Q1 2026 | Apr 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 300 | 17 | 0.0% | 0.0% | 299 | -400 | -57.14% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 304 | 17 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | No change | 309 | 17 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 15, 2026 |