iSHARES TRUST - IXJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 13,931,176 | 1,303,122 | 0.02% | 0.02% | 1 | -276,229 | -1.94% | Q1 2026 | May 13, 2026 |
| Phoenix Financial Ltd. | History | Added to | 3,734,000 | 349,278 | 3.31% | 2.24% | 2 | +1,609,220 | 75.74% | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 2,261,257 | 211,518 | 0.07% | 0.27% | 3 | -5,771,341 | -71.85% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,163,309 | 108,815 | 0.01% | 0.02% | 4 | -1,256,903 | -51.93% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 447,523 | 41,861 | 0.01% | 0.0% | 5 | +411,205 | 1132.23% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 444,693 | 41,596 | 0.0% | 0.0% | 6 | +22,768 | 5.4% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 452,979 | 41,556 | 0.0% | 0.0% | 7 | -21,838 | -4.6% | Q1 2026 | May 13, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 397,027 | 37,140 | 1.08% | 3.68% | 8 | -887,197 | -69.08% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Added to | 287,616 | 26,903 | 0.0% | 0.0% | 9 | +20,096 | 7.51% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 225,900 | 21,130 | 0.0% | 0.0% | 10 | -5,235 | -2.26% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 199,252 | 18,637 | 0.0% | 0.0% | 11 | -16,384 | -7.6% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 176,620 | 16,521 | 0.01% | 0.0% | 12 | +18,289 | 11.55% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 168,798 | 15,789 | 0.01% | 0.0% | 13 | +62,725 | 59.13% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 152,875 | 14,299 | 0.0% | 0.0% | 14 | +6,303 | 4.3% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 135,647 | 12,688 | 0.01% | 0.01% | 15 | +1,336 | 0.99% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 126,156 | 11,800 | 0.04% | 0.11% | 16 | -163,339 | -56.42% | Q1 2026 | May 13, 2026 |
| Leo Wealth, LLC | History | Reduced | 119,699 | 11,196 | 0.81% | 1.04% | 17 | -27,099 | -18.46% | Q1 2026 | May 05, 2026 |
| Banco Santander, S.A. | History | Added to | 115,382 | 10,792 | 0.09% | 0.05% | 18 | +46,472 | 67.44% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 102,300 | 9,569 | 0.0% | 0.01% | 19 | -130,856 | -56.12% | Q1 2026 | May 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 93,108 | 8,709 | 0.24% | 0.22% | 20 | +6,106 | 7.02% | Q1 2026 | Apr 28, 2026 |
| Royal Fund Management, LLC | History | Reduced | 92,011 | 8,613 | 0.82% | 0.82% | 21 | -848 | -0.91% | Q1 2026 | May 19, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 83,994 | 7,856 | 0.01% | 0.01% | 22 | -22,953 | -21.46% | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 58,600 | 5,481 | 0.0% | 0.01% | 23 | +14,000 | 31.39% | Q1 2026 | May 04, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 57,972 | 5,422 | 0.08% | 0.07% | 24 | +12,235 | 26.75% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 56,307 | 5,266 | 0.0% | 0.0% | 25 | +7,481 | 15.32% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 54,915 | 5,136 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FCA CORP /TX | History | Added to | 51,406 | 4,808 | 1.36% | 1.39% | 27 | +678 | 1.34% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 47,141 | 4,409 | 0.0% | 0.0% | 28 | +3,296 | 7.52% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 43,692 | 4,086 | 0.0% | 0.0% | 29 | -158 | -0.36% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 42,370 | 3,967 | 0.02% | 0.02% | 30 | +61 | 0.14% | Q1 2026 | May 15, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 39,718 | 3,868 | 1.21% | 1.21% | 31 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LM Advisors LLC | History | Reduced | 351 | 3,748 | 0.06% | 0.07% | 32 | -14 | -3.84% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 38,238 | 3,577 | 0.01% | 0.01% | 33 | -246 | -0.64% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 35,177 | 3,324 | 0.03% | 0.0% | 34 | +34,693 | 7167.98% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 33,460 | 3,129 | 0.0% | 0.0% | 35 | +10,072 | 43.06% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 32,761 | 3,065 | 0.01% | 0.01% | 36 | -878 | -2.61% | Q1 2026 | Apr 22, 2026 |
| FIL Ltd | History | Reduced | 31,028 | 2,902 | 0.0% | 0.0% | 37 | -5,336 | -14.67% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 29,883 | 2,795 | 0.0% | 0.0% | 38 | -628 | -2.06% | Q1 2026 | May 12, 2026 |
| Logan Stone Capital, LLC | History | Added to | 29,207 | 2,732 | 0.76% | 0.7% | 39 | +40 | 0.14% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 28,985 | 2,731 | 0.01% | 0.01% | 40 | +19,044 | 191.57% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 27,954 | 2,722 | 0.02% | 0.03% | 41 | -24,145 | -46.34% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 27,353 | 2,558 | 0.0% | 0.0% | 42 | +1,372 | 5.28% | Q1 2026 | Apr 27, 2026 |
| Vontobel Holding Ltd. | History | No change | 26,700 | 2,497 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 26,495 | 2,478 | 0.0% | 0.0% | 44 | -19,648 | -42.58% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 26,191 | 2,449 | 0.0% | 0.0% | 45 | +9,552 | 57.41% | Q1 2026 | May 13, 2026 |
| Rathbones Group PLC | History | Added to | 25,741 | 2,407 | 0.01% | 0.01% | 46 | +280 | 1.1% | Q1 2026 | May 12, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 24,892 | 2,328 | 0.48% | 0.55% | 47 | -2,558 | -9.32% | Q1 2026 | Apr 24, 2026 |
| VIAWEALTH, LLC | History | Added to | 22,919 | 2,143 | 1.19% | 0.64% | 48 | +11,190 | 95.4% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 21,548 | 2,015 | 0.0% | 0.02% | 49 | -842,071 | -97.5% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 20,359 | 1,904 | 0.01% | 0.0% | 50 | +15,044 | 283.05% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 20,019 | 1,872 | 0.01% | 0.01% | 51 | -497 | -2.42% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 19,874 | 1,859 | 0.01% | 0.02% | 52 | -5,923 | -22.96% | Q1 2026 | May 15, 2026 |
| Marotta Asset Management | History | No change | 19,649 | 1,857 | 0.34% | 0.35% | 53 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 19,736 | 1,846 | 0.01% | 0.01% | 54 | +730 | 3.84% | Q1 2026 | Apr 24, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 18,431 | 1,724 | 0.03% | 0.04% | 55 | -808 | -4.2% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18,143 | 1,697 | 0.03% | 0.03% | 56 | +2,154 | 13.47% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,389 | 1,676 | 0.0% | 0.0% | 57 | +3,529 | 23.75% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 16,942 | 1,584 | 0.01% | 0.02% | 58 | -17,894 | -51.37% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | New | 16,614 | 1,554 | 0.0% | — | 59 | +16,614 | New | Q1 2026 | May 15, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 16,275 | 1,522 | 0.21% | 0.22% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Invst, LLC | History | Reduced | 15,618 | 1,460 | 0.16% | 0.17% | 61 | -836 | -5.08% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 15,361 | 1,436 | 0.0% | 0.0% | 62 | -3,593 | -18.96% | Q1 2026 | May 12, 2026 |
| Anson Capital, Inc. | History | Added to | 15,301 | 1,431 | 0.98% | 0.93% | 63 | +2,152 | 16.37% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,289 | 1,430 | 0.0% | 0.0% | 64 | -6,949 | -31.25% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,791 | 1,383 | 0.0% | 0.0% | 65 | +2,534 | 20.67% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 14,704 | 1,375 | 0.0% | 0.0% | 66 | +593 | 4.2% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,159 | 1,324 | 0.0% | 0.0% | 67 | +53 | 0.38% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 13,760 | 1,287 | 0.04% | — | 68 | +13,760 | New | Q1 2026 | May 15, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 13,418 | 1,255 | 1.43% | 1.48% | 69 | -432 | -3.12% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 13,327 | 1,247 | 0.0% | 0.0% | 70 | -4,880 | -26.8% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,301 | 1,244 | 0.01% | 0.01% | 71 | -1,066 | -7.42% | Q1 2026 | Apr 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 13,296 | 1,243 | 0.01% | 0.01% | 72 | +442 | 3.44% | Q1 2026 | May 05, 2026 |
| Ipsen Advisor Group LLC | History | No change | 12,639 | 1,231 | 0.87% | 0.87% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 12,712 | 1,189 | 0.0% | 0.0% | 74 | +228 | 1.83% | Q1 2026 | May 14, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 12,675 | 1,185 | 0.14% | 0.14% | 75 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 12,361 | 1,156 | 0.04% | 0.02% | 76 | +6,457 | 109.37% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 12,228 | 1,143 | 0.03% | 0.03% | 77 | +426 | 3.61% | Q1 2026 | May 14, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | No change | 11,703 | 1,094 | 0.26% | 0.27% | 78 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 11,689 | 1,093 | 0.0% | 0.0% | 79 | +1,968 | 20.24% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 11,579 | 1,083 | 0.0% | 0.01% | 80 | -3,130 | -21.28% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 11,002 | 1,029 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 10,127 | 947 | 0.0% | 0.0% | 82 | -233 | -2.25% | Q1 2026 | May 14, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | Reduced | 9,996 | 934 | 0.96% | 1.02% | 83 | -35 | -0.35% | Q1 2026 | Apr 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,142 | 855 | 0.0% | 0.0% | 84 | +505 | 5.85% | Q1 2026 | May 08, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 9,078 | 849 | 0.32% | 0.35% | 85 | +33 | 0.36% | Q1 2026 | Apr 21, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 8,951 | 837 | 0.03% | 0.03% | 86 | +4 | 0.04% | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 8,300 | 776 | 0.02% | 0.02% | 87 | -13 | -0.16% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Reduced | 8,237 | 770 | 0.03% | 0.04% | 88 | -4,391 | -34.77% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,163 | 763 | 0.0% | 0.01% | 89 | -9,697 | -54.29% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Reduced | 8,094 | 757 | 0.0% | 0.0% | 90 | -185 | -2.23% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 7,954 | 743 | 0.0% | 0.0% | 91 | +3,284 | 70.32% | Q1 2026 | May 15, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 7,822 | 731 | 0.03% | — | 92 | +7,822 | New | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 7,535 | 704 | 0.06% | 0.06% | 93 | +65 | 0.87% | Q1 2026 | May 01, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | Added to | 7,226 | 675 | 0.21% | 0.13% | 94 | +797 | 12.4% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 7,048 | 659 | 0.02% | 0.09% | 95 | -12,909 | -64.68% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Added to | 6,816 | 637 | 0.0% | 0.0% | 96 | +736 | 12.11% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 6,790 | 635 | 0.01% | 0.03% | 97 | -13,167 | -65.98% | Q1 2026 | May 15, 2026 |
| ELCO Management Co., LLC | History | Reduced | 6,627 | 619 | 0.3% | 0.41% | 98 | -82 | -1.22% | Q1 2026 | Apr 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 6,557 | 613 | 0.01% | 0.01% | 99 | +2,684 | 69.3% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 6,552 | 612 | 0.0% | 0.0% | 100 | -686 | -9.48% | Q1 2026 | May 14, 2026 |
| Fosun International Ltd | History | No change | 6,461 | 604 | 0.15% | 0.15% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 6,320 | 591 | 0.0% | 0.0% | 102 | +1,203 | 23.51% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 6,029 | 563 | 0.01% | 0.01% | 103 | -1,643 | -21.42% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 5,787 | 541 | 0.01% | 0.01% | 104 | -6,377 | -52.43% | Q1 2026 | Apr 20, 2026 |
| Fortis Advisors, LLC | History | New | 5,747 | 537 | 0.27% | — | 105 | +5,747 | New | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,565 | 520 | 0.0% | 0.0% | 106 | -4,348 | -43.86% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,533 | 517 | 0.0% | 0.01% | 107 | -338 | -5.76% | Q1 2026 | May 15, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 5,400 | 505 | 0.04% | — | 108 | +5,400 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,390 | 504 | 0.0% | 0.0% | 109 | -60 | -1.1% | Q1 2026 | Apr 15, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 5,357 | 501 | 0.14% | 0.15% | 110 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| StoneX Group Inc. | History | New | 5,355 | 500 | 0.03% | — | 111 | +5,355 | New | Q1 2026 | May 14, 2026 |
| Interchange Capital Partners, LLC | History | Reduced | 5,372 | 489 | 0.15% | 0.11% | 112 | -748 | -12.22% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,166 | 483 | 0.06% | — | 113 | +5,166 | New | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 5,218 | 478 | 0.03% | 0.04% | 114 | -2,961 | -36.2% | Q1 2026 | Apr 24, 2026 |
| NWAM LLC | History | No change | 5,085 | 475 | 0.03% | 0.03% | 115 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sovran Advisors, LLC | History | New | 5,000 | 464 | 0.04% | — | 116 | +5,000 | New | Q1 2026 | May 01, 2026 |
| HB Wealth Management, LLC | History | Reduced | 4,801 | 449 | 0.0% | 0.0% | 117 | -9 | -0.19% | Q1 2026 | Apr 27, 2026 |
| COMPASS CAPITAL MANAGEMENT, INC | History | New | 4,800 | 448 | 0.03% | — | 119 | +4,800 | New | Q1 2026 | May 21, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 4,790 | 448 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 4,630 | 433 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,619 | 432 | 0.0% | 0.0% | 121 | +2,939 | 174.94% | Q1 2026 | May 01, 2026 |
| Barry Investment Advisors, LLC | History | No change | 4,627 | 432 | 0.1% | 0.1% | 122 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tepp RIA, LLC | History | Reduced | 4,606 | 430 | 0.34% | 0.45% | 123 | -40 | -0.86% | Q1 2026 | Apr 22, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 4,449 | 416 | 0.0% | 0.0% | 124 | +100 | 2.3% | Q1 2026 | May 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 4,360 | 407 | 0.03% | 0.03% | 125 | -520 | -10.66% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,102 | 399 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| East Coast Asset Management, LLC. | History | No change | 4,193 | 392 | 0.13% | 0.12% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 4,004 | 389 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 4,151 | 388 | 0.0% | 0.0% | 129 | -8,421 | -66.98% | Q1 2026 | May 05, 2026 |
| Caprock Group, LLC | History | No change | 4,014 | 375 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 3,915 | 366 | 0.0% | 0.01% | 131 | -8,870 | -69.38% | Q1 2026 | May 05, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 3,900 | 364 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sun Group Wealth Partners | History | New | 3,864 | 361 | 0.28% | — | 134 | +3,864 | New | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,864 | 361 | 0.0% | 0.0% | 133 | -151 | -3.76% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 3,854 | 360 | 0.01% | 0.03% | 136 | -8,873 | -69.72% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | No change | 3,858 | 360 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Good Harbor Advisors, Inc. | History | No change | 3,827 | 358 | 0.39% | 0.43% | 137 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bridgewater Advisors Inc. | History | No change | 3,748 | 349 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PATRON PARTNERS, LLC | History | Reduced | 3,726 | 348 | 0.15% | 0.17% | 139 | -154 | -3.97% | Q1 2026 | Apr 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 3,575 | 334 | 0.02% | 0.02% | 140 | +4 | 0.11% | Q1 2026 | Apr 29, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 3,405 | 323 | 0.02% | 0.02% | 141 | -279 | -7.57% | Q1 2026 | Apr 20, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,365 | 314 | 0.0% | 0.0% | 142 | +792 | 30.78% | Q1 2026 | May 06, 2026 |
| Cordatus Wealth Management LLC | History | No change | 3,338 | 312 | 0.07% | 0.08% | 143 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 3,329 | 311 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 3,295 | 308 | 0.11% | 0.12% | 145 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 3,272 | 306 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | No change | 3,261 | 305 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wharton Business Group, LLC | History | No change | 3,220 | 301 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sava Infond d.o.o. | History | Reduced | 3,200 | 299 | 0.04% | 0.08% | 150 | -3,230 | -50.23% | Q1 2026 | May 11, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 3,200 | 299 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 3,190 | 298 | 0.0% | 0.0% | 151 | +973 | 43.89% | Q1 2026 | Apr 16, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 3,062 | 286 | 0.04% | 0.04% | 152 | -200 | -6.13% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | No change | 3,047 | 284 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 3,016 | 282 | 0.0% | 0.0% | 154 | -600 | -16.59% | Q1 2026 | May 15, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 2,993 | 279 | 0.12% | 0.12% | 155 | -140 | -4.47% | Q1 2026 | May 07, 2026 |
| Lido Advisors, LLC | History | Added to | 2,974 | 278 | 0.0% | 0.0% | 157 | +79 | 2.73% | Q1 2026 | May 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 2,975 | 278 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 2,922 | 273 | 0.03% | 0.04% | 158 | -1,242 | -29.83% | Q1 2026 | May 12, 2026 |
| Tiller Private Wealth, Inc. | History | Reduced | 2,905 | 271 | 0.1% | 0.1% | 159 | -45 | -1.53% | Q1 2026 | Apr 22, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 2,827 | 264 | 0.12% | 0.13% | 160 | -140 | -4.72% | Q1 2026 | Apr 27, 2026 |
| Beacon Financial Advisory LLC | History | No change | 2,806 | 262 | 0.06% | 0.06% | 161 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,753 | 259 | 0.0% | 0.0% | 162 | -3,545 | -56.29% | Q1 2026 | Apr 08, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 2,760 | 258 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Front Row Advisors LLC | History | Added to | 2,699 | 252 | 0.09% | 0.08% | 164 | +200 | 8.0% | Q1 2026 | May 19, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,625 | 245 | 0.0% | 0.0% | 166 | +1,000 | 61.54% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,622 | 245 | 0.0% | 0.0% | 165 | +225 | 9.39% | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | New | 2,606 | 243 | 0.01% | — | 167 | +2,606 | New | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | New | 2,580 | 241 | 0.0% | — | 168 | +2,580 | New | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,553 | 238 | 0.0% | 0.0% | 169 | -100 | -3.77% | Q1 2026 | May 08, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 2,535 | 237 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 2,500 | 235 | 0.11% | — | 171 | +2,500 | New | Q1 2026 | Apr 22, 2026 |
| Courage Miller Partners, LLC | History | No change | 2,510 | 234 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 2,489 | 232 | 0.0% | 0.0% | 173 | +240 | 10.67% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,391 | 223 | 0.01% | 0.01% | 175 | +153 | 6.84% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,385 | 223 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Destination Wealth Management | History | New | 2,360 | 220 | 0.01% | — | 176 | +2,360 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | No change | 2,349 | 219 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,324 | 217 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 2,239 | 209 | 0.03% | 0.04% | 179 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 2,214 | 207 | 0.01% | — | 180 | +2,214 | New | Q1 2026 | Apr 30, 2026 |
| Point72 Asset Management, L.P. | History | New | 2,196 | 205 | 0.0% | — | 181 | +2,196 | New | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | New | 2,152 | 201 | 0.0% | — | 184 | +2,152 | New | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Reduced | 2,150 | 201 | 0.0% | 0.0% | 183 | -351 | -14.03% | Q1 2026 | May 01, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 2,153 | 201 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 2,188 | 189 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,985 | 187 | 0.01% | 0.01% | 187 | -174 | -8.06% | Q1 2026 | Apr 27, 2026 |
| Manchester Capital Management LLC | History | No change | 2,000 | 187 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,870 | 174 | 0.0% | 0.0% | 188 | -24 | -1.27% | Q1 2026 | May 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 1,667 | 156 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 1,566 | 146 | 0.0% | 0.0% | 190 | +431 | 37.97% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 1,523 | 142 | 0.0% | 0.0% | 191 | +92 | 6.43% | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | No change | 1,512 | 141 | 0.02% | 0.03% | 192 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,400 | 130 | 0.0% | — | 193 | +1,400 | New | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,284 | 120 | 0.0% | 0.0% | 194 | +142 | 12.43% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 1,163 | 108 | 0.09% | 0.1% | 195 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,146 | 107 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1,126 | 105 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,112 | 104 | 0.0% | 0.0% | 198 | -2,817 | -71.7% | Q1 2026 | Apr 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,088 | 101 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Breakwater Investment Management | History | Reduced | 1,036 | 96 | 0.04% | 0.05% | 200 | -442 | -29.91% | Q1 2026 | May 14, 2026 |
| Titan Wealth (CI) Ltd | History | No change | 945 | 88 | 0.04% | 0.03% | 201 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 930 | 86 | 0.0% | 0.01% | 202 | -270 | -22.5% | Q1 2026 | Apr 30, 2026 |
| Princeton Global Asset Management LLC | History | No change | 899 | 84 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Banque Cantonale Vaudoise | History | No change | 898 | 84 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EFG International AG | History | No change | 800 | 74 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 729 | 68 | 0.0% | 0.0% | 206 | -378 | -34.15% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 723 | 67 | 0.02% | 0.02% | 207 | -2 | -0.28% | Q1 2026 | May 06, 2026 |
| SITTNER & NELSON, LLC | History | No change | 690 | 64 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | No change | 600 | 56 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 570 | 53 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | Reduced | 559 | 52 | 0.01% | 0.01% | 211 | -3 | -0.53% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 536 | 50 | 0.01% | — | 212 | +536 | New | Q1 2026 | Apr 14, 2026 |
| Intesa Sanpaolo Wealth Management | History | Added to | 520 | 48 | 0.01% | 0.0% | 213 | +350 | 205.88% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 508 | 47 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 495 | 46 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 473 | 44 | 0.0% | 0.0% | 216 | +109 | 29.95% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 469 | 43 | 0.0% | 0.0% | 217 | +19 | 4.22% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Reduced | 428 | 40 | 0.0% | 0.0% | 219 | -291 | -40.47% | Q1 2026 | Apr 06, 2026 |
| Capital Investment Counsel, Inc | History | No change | 433 | 40 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Paladin Advisory Group, LLC | History | No change | 420 | 39 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sankala Group LLC | History | Added to | 391 | 36 | 0.03% | 0.02% | 221 | +191 | 95.5% | Q1 2026 | Mar 31, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 363 | 34 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LOM Asset Management Ltd | History | Reduced | 359 | 33 | 0.01% | 0.01% | 223 | -48 | -11.79% | Q1 2026 | May 05, 2026 |
| Destiny Wealth Partners, LLC | History | New | 350 | 32 | 0.0% | — | 227 | +350 | New | Q1 2026 | May 11, 2026 |
| COUNTRY TRUST BANK | History | No change | 350 | 32 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 348 | 32 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Y.D. More Investments Ltd | History | No change | 346 | 32 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 338 | 31 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RMG Wealth Management LLC | History | New | 500 | 30 | 0.0% | — | 229 | +500 | New | Q1 2026 | May 14, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 315 | 29 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Align Financial, LLC | History | Reduced | 301 | 28 | 0.02% | 0.02% | 232 | -29,007 | -98.97% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Reduced | 307 | 28 | 0.0% | 0.0% | 231 | -8 | -2.54% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | No change | 250 | 23 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Darwin Wealth Management, LLC | History | New | 242 | 22 | 0.01% | — | 234 | +242 | New | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 230 | 21 | 0.0% | 0.0% | 235 | +105 | 84.0% | Q1 2026 | May 07, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 230 | 21 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 216 | 20 | 0.01% | — | 238 | +216 | New | Q1 2026 | Apr 13, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 220 | 20 | 0.01% | 0.02% | 237 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Grove Bank & Trust | History | No change | 212 | 19 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 202 | 18 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 200 | 18 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NFSG Corp | History | No change | 189 | 17 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| North Star Investment Management Corp. | History | No change | 180 | 16 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AlphaCore Capital LLC | History | No change | 180 | 16 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 156 | 14 | 0.0% | 0.0% | 245 | -147 | -48.51% | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 150 | 14 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 147 | 13 | 0.0% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Root Financial Partners, LLC | History | Reduced | 120 | 11 | 0.0% | 0.0% | 250 | -106 | -46.9% | Q1 2026 | Apr 24, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 124 | 11 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Anfield Capital Management, LLC | History | No change | 120 | 11 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 111 | 10 | 0.0% | 0.0% | 251 | -74 | -40.0% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 104 | 9 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 105 | 9 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 92 | 8 | 0.0% | 0.0% | 256 | +17 | 22.67% | Q1 2026 | May 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 89 | 8 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 94 | 8 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nvest Wealth Strategies, Inc. | History | Reduced | 80 | 7 | 0.0% | 0.02% | 259 | -230 | -74.19% | Q1 2026 | Apr 13, 2026 |
| Heritage Wealth Advisors | History | New | 79 | 7 | 0.0% | — | 260 | +79 | New | Q1 2026 | May 13, 2026 |
| Founders Capital Management | History | No change | 76 | 7 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 66 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MATHER GROUP, LLC. | History | New | 54 | 5 | 0.0% | — | 267 | +54 | New | Q1 2026 | Apr 13, 2026 |
| CENTRAL TRUST Co | History | No change | 62 | 5 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Quaker Wealth Management, LLC | History | No change | 55 | 5 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Pflug Koory, LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 61 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 60 | 5 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Caldwell Trust Co | History | New | 50 | 4 | 0.0% | — | 271 | +50 | New | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 44 | 4 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EASTERN BANK | History | No change | 48 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Scarborough Advisors, LLC | History | New | 34 | 3 | 0.0% | — | 272 | +34 | New | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 24 | 2 | 0.0% | — | 276 | +24 | New | Q1 2026 | May 15, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 30 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 32 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 23 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 18 | 1 | 0.0% | 0.0% | 278 | -21 | -53.85% | Q1 2026 | Apr 07, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PFS Partners, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strive Financial Group ,LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hamilton Wealth, LLC | History | Closed out | 0 | 0 | — | 1.77% | — | -95,799 | -100.0% | Q1 2026 | May 18, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.02% | — | -27,042 | -100.0% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,342 | -100.0% | Q1 2026 | May 15, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -17,469 | -100.0% | Q1 2026 | May 07, 2026 |
| Crescent Grove Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -15,940 | -100.0% | Q1 2026 | May 06, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -6,504 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,062 | -100.0% | Q1 2026 | May 14, 2026 |
| Purkiss Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -5,838 | -100.0% | Q1 2026 | May 04, 2026 |
| EHRLICH FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.32% | — | -5,805 | -100.0% | Q1 2026 | Apr 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,039 | -100.0% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,913 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,039 | -100.0% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,986 | -100.0% | Q1 2026 | May 15, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.03% | — | -3,400 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Segment Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,380 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -2,715 | -100.0% | Q1 2026 | May 14, 2026 |
| Veltria Advisors Corp. | History | Closed out | 0 | 0 | — | 1.13% | — | -2,627 | -100.0% | Q1 2026 | May 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,613 | -100.0% | Q1 2026 | May 14, 2026 |