iSHARES TRUST - IXN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Phoenix Financial Ltd. | History | New | 4,005,100 | 400,389 | 3.8% | — | 1 | +4,005,100 | New | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | Added to | 3,077,924 | 307,700 | 0.1% | 0.11% | 2 | +24,696 | 0.81% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,210,237 | 220,957 | 0.02% | 0.02% | 3 | -194,646 | -8.09% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,020,107 | 193,445 | 0.01% | 0.01% | 4 | -76,676 | -3.66% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | Added to | 1,139,268 | 113,892 | 0.09% | 0.06% | 5 | +388,553 | 51.76% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 1,152,840 | 110,395 | 0.12% | 0.07% | 6 | +450,580 | 64.16% | Q1 2026 | Apr 22, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 1,101,320 | 110,098 | 1.72% | 1.38% | 7 | +213,485 | 24.05% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,020,541 | 102,023 | 0.01% | 0.01% | 8 | -28,549 | -2.72% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,003,426 | 100,312 | 0.02% | 0.02% | 9 | -23,348 | -2.27% | Q1 2026 | May 11, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 916,859 | 91,660 | 11.3% | 11.38% | 10 | -19,281 | -2.06% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 916,113 | 91,583 | 0.02% | 0.03% | 11 | -38,698 | -4.05% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 887,977 | 88,771 | 0.02% | 0.02% | 12 | -56,568 | -5.99% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 567,654 | 56,748 | 0.0% | 0.0% | 13 | +4,062 | 0.72% | Q1 2026 | May 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 543,247 | 54,308 | 3.28% | 3.36% | 14 | -2,002 | -0.37% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 509,739 | 51,025 | 0.01% | 0.01% | 15 | +13,132 | 2.64% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 443,083 | 44,295 | 0.01% | 0.01% | 16 | -10,165 | -2.24% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 418,524 | 41,840 | 0.11% | 0.12% | 17 | +3,724 | 0.9% | Q1 2026 | Apr 30, 2026 |
| Banco Santander, S.A. | History | New | 297,216 | 29,712 | 0.24% | — | 18 | +297,216 | New | Q1 2026 | May 08, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | No change | 296,349 | 29,626 | 9.05% | 10.05% | 19 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 290,773 | 29,068 | 0.52% | 0.55% | 20 | +4,609 | 1.61% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 272,821 | 27,273 | 0.01% | 0.01% | 21 | -54,854 | -16.74% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 261,491 | 26,141 | 0.03% | 0.03% | 22 | +36,956 | 16.46% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 256,710 | 25,663 | 0.04% | 0.03% | 23 | +15,024 | 6.22% | Q1 2026 | Apr 27, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 266,525 | 25,522 | 0.02% | 0.0% | 24 | +262,130 | 5964.28% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 250,135 | 25,005 | 0.0% | 0.0% | 25 | +172,501 | 222.2% | Q1 2026 | May 12, 2026 |
| Amundi | History | Reduced | 232,619 | 23,254 | 0.01% | 0.01% | 26 | -27,481 | -10.57% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 220,078 | 22,001 | 0.0% | 0.0% | 27 | -27,235 | -11.01% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 208,262 | 20,819 | 0.01% | 0.01% | 28 | +14,481 | 7.47% | Q1 2026 | May 04, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 198,829 | 19,863 | 0.08% | 0.08% | 29 | -450 | -0.23% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 195,945 | 19,589 | 0.04% | 0.04% | 30 | +425 | 0.22% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 193,580 | 19,356 | 0.03% | 0.03% | 31 | -6,073 | -3.04% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 177,600 | 17,754 | 0.01% | 0.03% | 32 | -46,300 | -20.68% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 169,052 | 16,900 | 0.02% | 0.02% | 33 | +1,109 | 0.66% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 142,126 | 14,206 | 0.02% | 0.02% | 34 | -2,152 | -1.49% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 138,103 | 13,458 | 0.01% | 0.01% | 35 | +11,728 | 9.28% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | No change | 128,378 | 12,833 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 111,351 | 11,131 | 0.09% | 0.1% | 37 | +48 | 0.04% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 108,105 | 10,807 | 0.09% | 0.14% | 38 | -7,893 | -6.8% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Added to | 101,862 | 10,183 | 1.67% | 1.62% | 39 | +2,709 | 2.73% | Q1 2026 | May 05, 2026 |
| Rathbones Group PLC | History | Added to | 100,850 | 10,081 | 0.04% | 0.04% | 40 | +1,049 | 1.05% | Q1 2026 | May 12, 2026 |
| Summit Wealth Group, LLC | History | Added to | 100,149 | 10,011 | 2.3% | 2.38% | 41 | +2,959 | 3.04% | Q1 2026 | May 04, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 98,671 | 9,864 | 0.55% | 0.54% | 42 | +10,730 | 12.2% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 97,124 | 9,633 | 0.03% | 0.02% | 43 | +56,423 | 138.63% | Q1 2026 | May 13, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 93,864 | 9,383 | 1.97% | 2.07% | 44 | -4,608 | -4.68% | Q1 2026 | May 12, 2026 |
| New Insight Wealth Advisors | History | Reduced | 88,698 | 8,867 | 3.18% | 3.34% | 45 | -300 | -0.34% | Q1 2026 | May 07, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 88,375 | 8,834 | 4.59% | 4.96% | 46 | -2,911 | -3.19% | Q1 2026 | Apr 27, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 85,429 | 8,540 | 1.35% | 1.34% | 47 | -1,604 | -1.84% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 85,024 | 8,500 | 0.01% | 0.0% | 48 | +78,527 | 1208.67% | Q1 2026 | May 15, 2026 |
| Nicholson Meyer Capital Management, Inc. | History | Reduced | 83,507 | 8,348 | 6.4% | 6.74% | 49 | -1,388 | -1.63% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 77,548 | 7,752 | 0.0% | 0.0% | 50 | +10,116 | 15.0% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 77,001 | 7,697 | 0.01% | 0.01% | 51 | +7,113 | 10.18% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 73,264 | 7,324 | 0.0% | 0.0% | 52 | -861 | -1.16% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 72,626 | 7,260 | 0.12% | 0.15% | 53 | -13,353 | -15.53% | Q1 2026 | Apr 27, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 71,378 | 7,135 | 0.14% | 0.15% | 54 | +972 | 1.38% | Q1 2026 | Apr 15, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 67,541 | 7,091 | 4.24% | 4.24% | 55 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 70,481 | 7,045 | 2.79% | 2.99% | 56 | -418 | -0.59% | Q1 2026 | Apr 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 68,493 | 6,847 | 0.05% | 0.06% | 57 | -7,741 | -10.15% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 66,893 | 6,687 | 0.01% | 0.02% | 58 | -1,966 | -2.86% | Q1 2026 | May 05, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 65,350 | 6,533 | 1.72% | 2.05% | 59 | -9,277 | -12.43% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 68,420 | 6,531 | 0.01% | 0.01% | 60 | -1,065 | -1.53% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 64,603 | 6,458 | 0.03% | 0.03% | 61 | -374 | -0.58% | Q1 2026 | Apr 24, 2026 |
| Bellwether Advisors, LLC | History | Added to | 64,450 | 6,443 | 1.09% | 1.08% | 62 | +252 | 0.39% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 63,006 | 6,298 | 0.02% | 0.02% | 63 | -6,835 | -9.79% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 54,548 | 5,453 | 0.01% | 0.01% | 64 | +4,592 | 9.19% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 52,692 | 5,267 | 0.02% | 0.02% | 65 | +12,767 | 31.98% | Q1 2026 | Apr 30, 2026 |
| DV EQUITIES, LLC | History | No change | 50,000 | 5,250 | 0.94% | 0.94% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Flagship Private Wealth, LLC | History | Reduced | 49,526 | 4,951 | 2.01% | 2.08% | 67 | -988 | -1.96% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 49,375 | 4,936 | 0.01% | 0.0% | 68 | +24,779 | 100.74% | Q1 2026 | May 14, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 47,142 | 4,712 | 0.26% | 0.29% | 69 | -1,840 | -3.76% | Q1 2026 | Apr 23, 2026 |
| MARSHALL WACE, LLP | History | New | 45,747 | 4,573 | 0.0% | — | 70 | +45,747 | New | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 45,516 | 4,550 | 0.01% | 0.0% | 71 | +33,092 | 266.36% | Q1 2026 | May 15, 2026 |
| SP Asset Management LLC | History | Reduced | 44,292 | 4,427 | 0.39% | 0.37% | 72 | -555 | -1.24% | Q1 2026 | May 06, 2026 |
| FCA CORP /TX | History | Added to | 41,875 | 4,186 | 1.18% | 1.23% | 73 | +437 | 1.05% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 41,699 | 4,165 | 0.03% | 0.03% | 74 | +1,639 | 4.09% | Q1 2026 | May 15, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 40,770 | 4,075 | 0.32% | 0.32% | 75 | +559 | 1.39% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Reduced | 40,188 | 4,017 | 0.0% | 0.0% | 76 | -1,454 | -3.49% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 39,732 | 3,971 | 0.0% | 0.0% | 77 | -7,510 | -15.9% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | Added to | 37,392 | 3,738 | 0.03% | 0.03% | 78 | +319 | 0.86% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 36,907 | 3,689 | 0.13% | 0.04% | 79 | +26,295 | 247.79% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 36,071 | 3,606 | 0.01% | 0.0% | 80 | +29,645 | 461.33% | Q1 2026 | May 01, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 34,280 | 3,599 | 0.68% | 0.68% | 81 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | Added to | 35,972 | 3,596 | 0.52% | 0.5% | 82 | +1,070 | 3.07% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 35,409 | 3,540 | 0.01% | 0.01% | 83 | -156 | -0.44% | Q1 2026 | Apr 22, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Reduced | 34,789 | 3,477 | 2.04% | 2.11% | 84 | -126 | -0.36% | Q1 2026 | Apr 17, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 34,604 | 3,459 | 0.04% | 0.04% | 85 | +2,882 | 9.09% | Q1 2026 | Apr 21, 2026 |
| COMERICA BANK | History | No change | 32,580 | 3,420 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHLAND SECURITIES, INC. | History | Added to | 32,246 | 3,223 | 3.07% | 3.12% | 87 | +1,250 | 4.03% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Reduced | 31,953 | 3,194 | 0.01% | 0.01% | 88 | -2,890 | -8.29% | Q1 2026 | May 14, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 31,645 | 3,163 | 0.62% | 0.67% | 89 | -1,846 | -5.51% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 31,394 | 3,138 | 0.0% | 0.0% | 90 | +1,595 | 5.35% | Q1 2026 | May 15, 2026 |
| EQ LLC | History | Reduced | 31,315 | 3,130 | 0.88% | 0.96% | 91 | -362 | -1.14% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 29,761 | 3,085 | 0.02% | 0.02% | 92 | +3,065 | 11.48% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 30,289 | 3,028 | 0.11% | 0.09% | 93 | +7,055 | 30.36% | Q1 2026 | May 14, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 30,228 | 3,021 | 3.44% | 3.58% | 94 | -948 | -3.04% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 30,174 | 3,016 | 0.03% | 0.04% | 95 | -16 | -0.05% | Q1 2026 | Apr 28, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 29,953 | 2,994 | 0.17% | 0.18% | 96 | -710 | -2.32% | Q1 2026 | Apr 30, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 24,413 | 2,913 | 0.19% | 0.18% | 97 | -646 | -2.58% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Reduced | 27,948 | 2,793 | 0.03% | 0.04% | 98 | -750 | -2.61% | Q1 2026 | May 12, 2026 |
| J. Mark Nickell & Co. | History | Reduced | 27,765 | 2,775 | 2.88% | 2.95% | 99 | -2,624 | -8.63% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 27,738 | 2,772 | 0.1% | 0.12% | 100 | +1,975 | 7.67% | Q1 2026 | May 19, 2026 |
| Slow Capital, Inc. | History | Reduced | 27,237 | 2,722 | 0.35% | 0.35% | 101 | -998 | -3.53% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 27,101 | 2,709 | 0.01% | 0.01% | 102 | +16,238 | 149.48% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 25,356 | 2,534 | 0.05% | 0.05% | 103 | -196 | -0.77% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 24,648 | 2,464 | 0.0% | 0.0% | 104 | +1,771 | 7.74% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 24,595 | 2,458 | 0.0% | 0.0% | 105 | +5,198 | 26.8% | Q1 2026 | May 14, 2026 |
| MA Private Wealth | History | Reduced | 24,277 | 2,426 | 0.41% | 0.43% | 106 | -206 | -0.84% | Q1 2026 | May 07, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 24,248 | 2,424 | 0.67% | 0.7% | 107 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 23,547 | 2,354 | 0.06% | 0.06% | 109 | +3,040 | 14.82% | Q1 2026 | May 14, 2026 |
| Marotta Asset Management | History | Reduced | 23,162 | 2,354 | 0.43% | 0.46% | 108 | -504 | -2.13% | Q1 2026 | Apr 27, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 22,690 | 2,268 | 0.25% | 0.26% | 110 | -300 | -1.3% | Q1 2026 | Apr 28, 2026 |
| Keystone Financial Group | History | Reduced | 22,044 | 2,255 | 0.15% | 0.18% | 111 | -751 | -3.29% | Q1 2026 | May 13, 2026 |
| Clarus Wealth Advisors | History | New | 21,440 | 2,208 | 0.94% | — | 112 | +21,440 | New | Q1 2026 | Apr 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 22,024 | 2,201 | 0.04% | 0.05% | 113 | -137 | -0.62% | Q1 2026 | Apr 14, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Reduced | 21,800 | 2,179 | 1.43% | 1.58% | 114 | -800 | -3.54% | Q1 2026 | Apr 09, 2026 |
| Carnegie Investment Counsel | History | Reduced | 21,242 | 2,123 | 0.04% | 0.04% | 115 | -815 | -3.69% | Q1 2026 | May 01, 2026 |
| Dentgroup LLC | History | No change | 20,104 | 2,110 | 1.45% | 1.45% | 116 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 20,810 | 2,080 | 0.28% | 0.3% | 117 | -1,405 | -6.32% | Q1 2026 | Apr 08, 2026 |
| PFG Advisors | History | Added to | 20,536 | 2,053 | 0.1% | 0.08% | 118 | +4,814 | 30.62% | Q1 2026 | May 05, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 19,426 | 1,942 | 0.06% | 0.06% | 119 | -1,097 | -5.35% | Q1 2026 | May 13, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 18,815 | 1,910 | 0.1% | 0.09% | 120 | -3 | -0.02% | Q1 2026 | May 12, 2026 |
| Shum Financial Group, Inc. | History | Reduced | 18,893 | 1,888 | 1.33% | 1.44% | 121 | -149 | -0.78% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 18,592 | 1,858 | 0.04% | 0.05% | 122 | +651 | 3.63% | Q1 2026 | May 04, 2026 |
| Columbus Macro, LLC | History | Added to | 18,339 | 1,833 | 0.2% | 0.21% | 123 | +109 | 0.6% | Q1 2026 | Apr 21, 2026 |
| Patten Group, Inc. | History | Reduced | 18,151 | 1,814 | 0.32% | 0.39% | 124 | -1,912 | -9.53% | Q1 2026 | Apr 24, 2026 |
| HSBC HOLDINGS PLC | History | No change | 18,000 | 1,799 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 17,878 | 1,787 | 0.03% | 0.04% | 126 | -429 | -2.34% | Q1 2026 | May 11, 2026 |
| Pictet North America Advisors SA | History | Reduced | 17,696 | 1,769 | 0.18% | 0.18% | 127 | -354 | -1.96% | Q1 2026 | Apr 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,640 | 1,763 | 0.0% | 0.0% | 128 | +6,130 | 53.26% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 17,479 | 1,750 | 0.0% | 0.0% | 129 | -4,064 | -18.86% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 17,511 | 1,750 | 0.0% | 0.0% | 130 | +1,686 | 10.65% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 17,367 | 1,736 | 0.0% | 0.0% | 131 | -232 | -1.32% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 17,234 | 1,722 | 0.0% | 0.0% | 132 | -198 | -1.14% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | No change | 16,985 | 1,697 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 16,868 | 1,686 | 0.01% | 0.01% | 134 | +384 | 2.33% | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 16,685 | 1,667 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 16,518 | 1,652 | 0.0% | 0.0% | 136 | +4,403 | 36.34% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16,031 | 1,629 | 0.02% | 0.02% | 137 | -173 | -1.07% | Q1 2026 | Apr 07, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Reduced | 16,208 | 1,620 | 0.01% | 0.01% | 138 | -1,884 | -10.41% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 15,963 | 1,595 | 0.04% | 0.02% | 139 | +9,805 | 159.22% | Q1 2026 | Apr 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 15,928 | 1,592 | 0.02% | 0.02% | 140 | +1,383 | 9.51% | Q1 2026 | Apr 20, 2026 |
| Balance Wealth, LLC | History | Added to | 15,923 | 1,591 | 0.49% | 0.53% | 141 | +99 | 0.63% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 15,434 | 1,542 | 0.18% | — | 142 | +15,434 | New | Q1 2026 | May 15, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Reduced | 15,191 | 1,518 | 0.27% | 0.31% | 143 | -932 | -5.78% | Q1 2026 | Apr 29, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 15,091 | 1,508 | 0.09% | 0.1% | 144 | -1,607 | -9.62% | Q1 2026 | Apr 09, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 15,022 | 1,501 | 0.17% | 0.17% | 145 | +186 | 1.25% | Q1 2026 | Apr 16, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 14,872 | 1,486 | 0.12% | 0.13% | 146 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 14,590 | 1,458 | 0.64% | 0.7% | 147 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 14,272 | 1,427 | 0.16% | 0.17% | 148 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 14,403 | 1,421 | 0.0% | 0.0% | 149 | +1,380 | 10.6% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 14,112 | 1,410 | 0.09% | 0.1% | 150 | -260 | -1.81% | Q1 2026 | Apr 14, 2026 |
| HANOVER ADVISORS INC | History | Added to | 14,104 | 1,409 | 0.57% | 0.57% | 151 | +237 | 1.71% | Q1 2026 | May 07, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 13,881 | 1,387 | 0.05% | 0.06% | 152 | -1,869 | -11.87% | Q1 2026 | May 06, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 13,823 | 1,381 | 0.15% | 0.16% | 153 | -192 | -1.37% | Q1 2026 | Apr 23, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 13,666 | 1,366 | 0.01% | 0.01% | 154 | +97 | 0.71% | Q1 2026 | May 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 13,536 | 1,353 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| James Hambro & Partners LLP | History | Added to | 13,425 | 1,343 | 0.05% | 0.04% | 156 | +1,975 | 17.25% | Q1 2026 | Apr 22, 2026 |
| Front Row Advisors LLC | History | Reduced | 13,365 | 1,336 | 0.45% | 0.49% | 157 | -710 | -5.04% | Q1 2026 | May 19, 2026 |
| Essex Financial Services, Inc. | History | No change | 12,944 | 1,294 | 0.07% | 0.08% | 158 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Oxinas Partners, LLC | History | Added to | 12,783 | 1,277 | 0.58% | 0.62% | 159 | +561 | 4.59% | Q1 2026 | Apr 10, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 12,768 | 1,276 | 0.19% | 0.16% | 160 | +2,522 | 24.61% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 12,715 | 1,271 | 0.0% | 0.0% | 161 | -1,300 | -9.28% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 12,600 | 1,259 | 0.11% | 0.08% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 12,463 | 1,245 | 0.04% | 0.05% | 163 | +4 | 0.03% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 12,443 | 1,243 | 0.01% | 0.01% | 164 | -414 | -3.22% | Q1 2026 | May 15, 2026 |
| Narus Financial Partners, LLC | History | No change | 12,028 | 1,202 | 0.31% | 0.35% | 165 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 10,969 | 1,183 | 0.14% | 0.12% | 166 | +2,388 | 27.83% | Q1 2026 | Apr 22, 2026 |
| Maridea Wealth Management LLC | History | Added to | 11,811 | 1,180 | 0.17% | 0.18% | 167 | +263 | 2.28% | Q1 2026 | Apr 21, 2026 |
| Yukon Wealth Management, Inc. | History | Reduced | 11,656 | 1,165 | 0.7% | 0.71% | 168 | -268 | -2.25% | Q1 2026 | Apr 30, 2026 |
| Dakota Wealth Management | History | Reduced | 11,574 | 1,157 | 0.03% | 0.03% | 169 | -6,233 | -35.0% | Q1 2026 | May 07, 2026 |
| Montis Financial, LLC | History | Reduced | 11,400 | 1,139 | 0.24% | 0.28% | 170 | -1,947 | -14.59% | Q1 2026 | May 11, 2026 |
| Tempo Wealth, LLC | History | Reduced | 11,366 | 1,136 | 0.2% | 0.22% | 171 | -415 | -3.52% | Q1 2026 | May 14, 2026 |
| AIRE ADVISORS, LLC | History | No change | 11,264 | 1,126 | 0.21% | 0.22% | 172 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sterling Group Wealth Management, LLC | History | Reduced | 11,258 | 1,125 | 0.53% | 0.57% | 173 | -44 | -0.39% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 11,221 | 1,121 | 0.0% | 0.0% | 174 | -478 | -4.09% | Q1 2026 | May 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 11,167 | 1,116 | 0.09% | 0.11% | 175 | -2,944 | -20.86% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 11,158 | 1,115 | 0.03% | 0.03% | 176 | +624 | 5.92% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 11,014 | 1,101 | 0.02% | 0.02% | 177 | +196 | 1.81% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,949 | 1,095 | 0.03% | 0.03% | 178 | +1,808 | 19.78% | Q1 2026 | Apr 21, 2026 |
| Ellis Investment Partners, LLC | History | No change | 10,589 | 1,058 | 0.18% | 0.19% | 179 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clearwater Capital Advisors, LLC | History | No change | 10,518 | 1,051 | 0.08% | 0.09% | 180 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 10,413 | 1,040 | 0.0% | 0.0% | 181 | +5,729 | 122.31% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 9,914 | 991 | 0.01% | 0.01% | 182 | -119 | -1.19% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 9,828 | 982 | 0.02% | 0.02% | 183 | +328 | 3.45% | Q1 2026 | May 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | Reduced | 9,776 | 977 | 0.21% | 0.23% | 184 | -75 | -0.76% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,663 | 966 | 0.01% | 0.01% | 185 | -8 | -0.08% | Q1 2026 | Apr 15, 2026 |
| Cynosure Group, LLC | History | No change | 9,611 | 960 | 0.12% | 0.1% | 186 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 9,500 | 949 | 0.13% | 0.14% | 187 | -229 | -2.35% | Q1 2026 | Apr 15, 2026 |
| Composition Wealth, LLC | History | Added to | 9,455 | 945 | 0.01% | 0.01% | 188 | +695 | 7.93% | Q1 2026 | Apr 08, 2026 |
| Keystone Wealth Services, LLC | History | No change | 9,406 | 940 | 0.2% | 0.21% | 189 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 9,358 | 935 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 9,221 | 921 | 0.03% | 0.03% | 191 | +577 | 6.68% | Q1 2026 | May 04, 2026 |
| Strategies Wealth Advisors, LLC | History | No change | 9,072 | 906 | 0.09% | 0.1% | 192 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 9,044 | 904 | 0.02% | 0.02% | 193 | -61 | -0.67% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 9,002 | 899 | 0.33% | 0.36% | 194 | -498 | -5.24% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 8,945 | 894 | 0.01% | 0.01% | 195 | +251 | 2.89% | Q1 2026 | May 15, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 7,593 | 885 | 0.98% | 0.79% | 196 | -314 | -3.97% | Q1 2026 | Apr 23, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,850 | 884 | 0.02% | 0.02% | 197 | +25 | 0.28% | Q1 2026 | May 01, 2026 |
| Mascagni Wealth Management, Inc. | History | Added to | 8,837 | 883 | 0.63% | 0.17% | 198 | +6,642 | 302.6% | Q1 2026 | May 19, 2026 |
| Brookstone Capital Management | History | Added to | 8,586 | 858 | 0.01% | 0.01% | 199 | +1,280 | 17.52% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 8,114 | 852 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 8,336 | 833 | 0.0% | 0.01% | 201 | -317 | -3.66% | Q1 2026 | May 13, 2026 |
| Sageworth Trust Co | History | No change | 8,311 | 830 | 0.04% | 0.04% | 202 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ironwood Financial, llc | History | No change | 8,269 | 826 | 0.14% | 0.15% | 203 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Asempa Wealth Advisors | History | Reduced | 8,105 | 823 | 0.72% | 0.73% | 204 | -9 | -0.11% | Q1 2026 | Apr 08, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 8,135 | 813 | 0.26% | 0.34% | 205 | -1,893 | -18.88% | Q1 2026 | Apr 08, 2026 |
| Montecito Bank & Trust | History | Reduced | 8,067 | 806 | 0.13% | 0.14% | 206 | -58 | -0.71% | Q1 2026 | Apr 16, 2026 |
| Bawa N Mallick Trust | History | No change | 8,000 | 799 | 0.33% | 0.31% | 207 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Able Wealth Management LLC | History | Reduced | 7,947 | 794 | 0.21% | 0.35% | 208 | -2,483 | -23.81% | Q1 2026 | Apr 24, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 7,822 | 781 | 0.02% | 0.03% | 209 | -149 | -1.87% | Q1 2026 | Apr 08, 2026 |
| Independent Advisor Alliance | History | Added to | 7,760 | 775 | 0.01% | 0.01% | 210 | +4,054 | 109.39% | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Reduced | 7,724 | 772 | 0.03% | 0.03% | 211 | -50 | -0.64% | Q1 2026 | Apr 22, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 7,699 | 769 | 0.21% | 0.25% | 212 | -141 | -1.8% | Q1 2026 | Apr 09, 2026 |
| HighPoint Advisor Group LLC | History | New | 7,654 | 765 | 0.03% | — | 213 | +7,654 | New | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,598 | 759 | 0.0% | 0.0% | 214 | +419 | 5.84% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 7,553 | 755 | 0.0% | 0.03% | 215 | -59,101 | -88.67% | Q1 2026 | May 15, 2026 |
| Lunt Capital Management, Inc. | History | Added to | 7,471 | 746 | 0.29% | 0.29% | 216 | +65 | 0.88% | Q1 2026 | May 12, 2026 |
| ALLIUM FINANCIAL ADVISORS, LLC | History | Added to | 7,352 | 735 | 0.59% | 0.61% | 217 | +66 | 0.91% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 7,345 | 734 | 0.0% | 0.0% | 218 | -39 | -0.53% | Q1 2026 | May 05, 2026 |
| Sonoma Private Wealth LLC | History | Reduced | 7,267 | 726 | 0.89% | 0.97% | 219 | -377 | -4.93% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 7,168 | 716 | 0.09% | 0.11% | 220 | +1 | 0.01% | Q1 2026 | May 11, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 7,437 | 712 | 0.05% | 0.04% | 221 | -1,175 | -13.64% | Q1 2026 | Apr 24, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | No change | 7,000 | 699 | 0.35% | 0.36% | 222 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farmers National Bank | History | No change | 6,650 | 698 | 0.16% | 0.16% | 223 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 6,912 | 690 | 0.4% | 0.42% | 224 | -120 | -1.71% | Q1 2026 | May 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 6,703 | 670 | 0.08% | 0.06% | 225 | +1,764 | 35.72% | Q1 2026 | Apr 23, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 6,640 | 663 | 0.07% | — | 226 | +6,640 | New | Q1 2026 | Apr 23, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 6,525 | 652 | 0.01% | 0.01% | 227 | -131 | -1.97% | Q1 2026 | Apr 28, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 5,561 | 648 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 6,480 | 647 | 0.0% | 0.0% | 229 | +1,118 | 20.85% | Q1 2026 | Apr 27, 2026 |
| IFP Advisors, Inc | History | Reduced | 6,445 | 644 | 0.01% | 0.02% | 230 | -1,049 | -14.0% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 6,425 | 642 | 0.0% | 0.0% | 231 | -7,272 | -53.09% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 6,376 | 637 | 0.01% | — | 232 | +6,376 | New | Q1 2026 | Apr 27, 2026 |
| Windsor Capital Management, LLC | History | No change | 6,300 | 629 | 0.18% | 0.18% | 233 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,205 | 620 | 0.0% | 0.0% | 234 | +822 | 15.27% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 6,202 | 620 | 0.09% | 0.09% | 235 | +313 | 5.31% | Q1 2026 | Apr 24, 2026 |
| UHLMANN PRICE SECURITIES, LLC | History | New | 6,000 | 614 | 0.04% | — | 236 | +6,000 | New | Q1 2026 | Apr 16, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 6,104 | 610 | 0.02% | — | 237 | +6,104 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 6,074 | 607 | 0.01% | — | 238 | +6,074 | New | Q1 2026 | May 15, 2026 |
| Platform Technology Partners | History | New | 6,016 | 601 | 0.12% | — | 239 | +6,016 | New | Q1 2026 | Apr 27, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 6,000 | 599 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 5,982 | 598 | 0.01% | 0.01% | 241 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 5,934 | 593 | 0.01% | 0.01% | 242 | +846 | 16.63% | Q1 2026 | Apr 23, 2026 |
| Well Done, LLC | History | No change | 5,937 | 593 | 0.09% | 0.09% | 243 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 5,868 | 586 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 5,834 | 583 | 0.07% | 0.07% | 245 | -149 | -2.49% | Q1 2026 | Apr 21, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,770 | 582 | 0.0% | 0.0% | 247 | +5,322 | 1187.95% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 5,823 | 582 | 0.03% | 0.04% | 246 | -5 | -0.09% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 5,634 | 563 | 0.04% | 0.02% | 248 | +3,407 | 152.99% | Q1 2026 | Apr 21, 2026 |
| IEQ CAPITAL, LLC | History | No change | 5,580 | 557 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 5,539 | 553 | 0.01% | 0.01% | 250 | +160 | 2.97% | Q1 2026 | May 18, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Added to | 5,526 | 552 | 0.02% | 0.02% | 251 | +922 | 20.03% | Q1 2026 | May 15, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 5,425 | 542 | 0.03% | 0.04% | 253 | -28 | -0.51% | Q1 2026 | May 15, 2026 |
| BUCKHEAD CAPITAL MANAGEMENT LLC | History | No change | 5,430 | 542 | 0.2% | 0.2% | 252 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Goodman Advisory Group, LLC | History | New | 5,342 | 534 | 0.14% | — | 255 | +5,342 | New | Q1 2026 | Apr 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 5,348 | 534 | 0.01% | 0.01% | 254 | -99 | -1.82% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 5,240 | 523 | 0.0% | 0.0% | 256 | +155 | 3.05% | Q1 2026 | May 15, 2026 |
| BLUEDOOR PRIVATE WEALTH, LLC | History | No change | 5,190 | 518 | 0.24% | 0.25% | 257 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WealthTrust Axiom LLC | History | No change | 5,067 | 506 | 0.12% | 0.14% | 258 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,936 | 493 | 0.01% | 0.01% | 259 | +256 | 5.47% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 4,929 | 492 | 0.01% | 0.01% | 260 | -212 | -4.12% | Q1 2026 | May 15, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 4,846 | 484 | 0.11% | 0.12% | 261 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Napier Financial, LLC | History | New | 4,800 | 479 | 0.11% | — | 262 | +4,800 | New | Q1 2026 | May 05, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Reduced | 4,770 | 476 | 0.2% | 0.2% | 263 | -210 | -4.22% | Q1 2026 | May 07, 2026 |
| Tull Financial Group, Inc. | History | No change | 4,668 | 466 | 0.21% | 0.21% | 264 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MontVue Capital Management, Inc. | History | Reduced | 4,591 | 458 | 0.31% | 0.32% | 265 | -5 | -0.11% | Q1 2026 | Apr 16, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 4,563 | 456 | 0.0% | 0.0% | 266 | -760 | -14.28% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 4,270 | 448 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 4,470 | 446 | 0.01% | 0.01% | 268 | -246 | -5.22% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | No change | 4,456 | 445 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 4,419 | 441 | 0.0% | 0.01% | 271 | -1,063 | -19.39% | Q1 2026 | May 13, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 4,414 | 441 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 4,407 | 440 | 0.01% | 0.01% | 272 | -137 | -3.01% | Q1 2026 | May 15, 2026 |
| Shelter Rock Management, LLC | History | No change | 4,410 | 440 | 0.47% | 0.46% | 273 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TABLEAUX LLC | History | Reduced | 4,394 | 439 | 0.21% | 0.35% | 274 | -367 | -7.71% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,389 | 438 | 0.01% | 0.04% | 275 | -27,648 | -86.3% | Q1 2026 | Apr 20, 2026 |
| Tidemark, LLC | History | Reduced | 4,230 | 422 | 0.11% | 0.14% | 276 | -448 | -9.58% | Q1 2026 | May 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 4,150 | 421 | 0.01% | 0.01% | 277 | -895 | -17.74% | Q1 2026 | Apr 08, 2026 |
| Continuum Advisory, LLC | History | No change | 4,209 | 420 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,158 | 415 | 0.0% | 0.0% | 279 | -3,655 | -46.78% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 4,148 | 414 | 0.0% | 0.0% | 280 | -402 | -8.84% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 4,020 | 401 | 0.34% | 0.37% | 281 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,974 | 397 | 0.0% | 0.0% | 282 | -165 | -3.99% | Q1 2026 | May 06, 2026 |
| PDS Planning, Inc | History | No change | 3,943 | 394 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| High Falls Advisors, Inc | History | No change | 3,746 | 393 | 0.08% | 0.08% | 284 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| COMMERCE BANK | History | Reduced | 3,906 | 390 | 0.0% | 0.0% | 285 | -150 | -3.7% | Q1 2026 | May 11, 2026 |
| Thomasville National Bank | History | No change | 3,715 | 390 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| NORDEN GROUP LLC | History | Reduced | 3,880 | 387 | 0.04% | 0.04% | 288 | -204 | -5.0% | Q1 2026 | Apr 15, 2026 |
| Savant Capital, LLC | History | Added to | 3,872 | 387 | 0.0% | 0.0% | 287 | +71 | 1.87% | Q1 2026 | May 04, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Added to | 3,867 | 386 | 0.14% | 0.15% | 289 | +10 | 0.26% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,846 | 384 | 0.0% | 0.0% | 290 | +138 | 3.72% | Q1 2026 | Apr 30, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 3,839 | 383 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | No change | 2,918 | 383 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KTF INVESTMENTS, LLC | History | Reduced | 3,771 | 376 | 0.06% | 0.07% | 293 | -190 | -4.8% | Q1 2026 | May 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,760 | 375 | 0.01% | 0.01% | 294 | +341 | 9.97% | Q1 2026 | Apr 07, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 3,715 | 371 | 0.38% | 0.43% | 296 | -666 | -15.2% | Q1 2026 | Apr 21, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 3,715 | 371 | 0.04% | 0.05% | 295 | -150 | -3.88% | Q1 2026 | Apr 21, 2026 |
| Marin Bay Wealth Advisors, LLC | History | New | 3,698 | 369 | 0.22% | — | 297 | +3,698 | New | Q1 2026 | May 11, 2026 |
| Delta Investment Management, LLC | History | No change | 3,689 | 368 | 0.07% | 0.07% | 298 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 3,629 | 362 | 0.05% | 0.06% | 300 | +6 | 0.17% | Q1 2026 | May 08, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 3,629 | 362 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q1 2026 | May 04, 2026 |