iSHARES TRUST - IXUS
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 | 278,457,370 | 24,125,546 | 0.42% | 0.42% | 1 | -11,924,059 | -4.11% | Q1 2026 | May 13, 2026 |
| Acorns Advisers, LLC | History | Reduced | 36,473,678 | 3,160,079 | 23.49% | 23.27% | 2 | -149,747 | -0.41% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 24,661,661 | 2,087,362 | 0.68% | 0.62% | 3 | +1,304,591 | 5.59% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 13,262,708 | 1,149,081 | 0.07% | 0.05% | 4 | +3,349,832 | 33.79% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,763,889 | 1,019,223 | 0.27% | 0.29% | 5 | +27,906 | 0.24% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 10,893,003 | 943,688 | 1.65% | 1.73% | 6 | +143,934 | 1.34% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,757,608 | 843,895 | 1.02% | 1.12% | 7 | -1,556,576 | -13.76% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,763,373 | 759,258 | 0.06% | 0.05% | 8 | +543,555 | 6.61% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 7,763,644 | 672,642 | 4.08% | 4.07% | 9 | -85,157 | -1.08% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Added to | 6,997,022 | 606,221 | 0.67% | 0.64% | 10 | +331,399 | 4.97% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,049,116 | 524,095 | 2.93% | 2.75% | 11 | +233,491 | 4.01% | Q1 2026 | Apr 30, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 5,357,466 | 464,170 | 9.54% | 9.01% | 12 | +130,731 | 2.5% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 4,496,745 | 389,597 | 0.1% | 0.1% | 13 | +179,771 | 4.16% | Q1 2026 | May 06, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 3,343,208 | 289,455 | 24.86% | 24.6% | 14 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 3,160,786 | 273,850 | 9.58% | 8.62% | 15 | -260,179 | -7.61% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 2,975,068 | 257,759 | 1.59% | 1.49% | 16 | +113,268 | 3.96% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Added to | 2,897,980 | 251,080 | 9.79% | 9.21% | 17 | +143,851 | 5.22% | Q1 2026 | Apr 10, 2026 |
| Mariner, LLC | History | Reduced | 2,479,197 | 213,783 | 0.25% | 0.26% | 18 | -122,028 | -4.69% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 2,464,044 | 213,484 | 0.03% | 0.03% | 19 | +414,345 | 20.21% | Q1 2026 | May 05, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 2,331,612 | 202,010 | 6.21% | 5.72% | 20 | +288,195 | 14.1% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,295,065 | 198,844 | 0.03% | 0.03% | 21 | -183,754 | -7.41% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,126,467 | 184,259 | 0.04% | 0.04% | 22 | +67,706 | 3.29% | Q1 2026 | May 15, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 2,121,117 | 183,773 | 7.93% | 7.28% | 23 | +53,584 | 2.59% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,088,708 | 180,965 | 0.16% | 0.03% | 24 | +1,698,878 | 435.8% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,977,577 | 171,337 | 0.03% | 0.03% | 25 | +77,569 | 4.08% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,856,710 | 160,865 | 0.17% | 0.17% | 26 | -4,027 | -0.22% | Q1 2026 | May 05, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 1,768,120 | 153,189 | 10.4% | 10.33% | 27 | +15,492 | 0.88% | Q1 2026 | Apr 29, 2026 |
| AMG National Trust Bank | History | Added to | 1,722,589 | 149,245 | 3.23% | 3.21% | 28 | +110,688 | 6.87% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 1,673,737 | 145,012 | 0.15% | 0.15% | 29 | +98,559 | 6.26% | Q1 2026 | May 13, 2026 |
| Hardy Reed LLC | History | Reduced | 1,585,811 | 137,394 | 10.02% | 9.63% | 30 | -10,264 | -0.64% | Q1 2026 | Apr 28, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,575,292 | 136,610 | 4.35% | 4.39% | 31 | +88,650 | 5.96% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,508,300 | 130,679 | 0.18% | 0.15% | 32 | +141,629 | 10.36% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 1,502,702 | 130,194 | 0.32% | 0.31% | 33 | -78,426 | -4.96% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Reduced | 1,421,431 | 123,152 | 0.5% | 0.51% | 34 | -45,640 | -3.11% | Q1 2026 | May 14, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 1,413,600 | 122,474 | 2.89% | — | 35 | +1,413,600 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,413,502 | 122,465 | 0.04% | 0.03% | 36 | +125,160 | 9.71% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,337,955 | 115,920 | 0.99% | 0.84% | 37 | -12,993 | -0.96% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,163,580 | 100,812 | 1.17% | 1.19% | 38 | +8,383 | 0.73% | Q1 2026 | May 08, 2026 |
| BANK OF HAWAII | History | Reduced | 1,157,644 | 100,298 | 5.25% | 4.95% | 39 | -25,981 | -2.2% | Q1 2026 | May 14, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 1,130,660 | 97,960 | 9.34% | 9.09% | 40 | +2,432 | 0.22% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,050,229 | 90,991 | 0.83% | 0.35% | 41 | +722,704 | 220.66% | Q1 2026 | May 06, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 1,022,003 | 88,546 | 8.44% | 6.06% | 42 | +307,938 | 43.12% | Q1 2026 | May 15, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | New | 997,500 | 86,423 | 0.55% | — | 43 | +997,500 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 965,085 | 83,631 | 0.12% | 0.1% | 44 | +195,783 | 25.45% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 946,536 | 79,262 | 0.01% | 0.0% | 45 | +78,574 | 9.05% | Q1 2026 | May 13, 2026 |
| Capstone Financial Advisors, Inc. | History | Reduced | 906,322 | 78,523 | 4.23% | 4.13% | 46 | -10,804 | -1.18% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 894,681 | 77,515 | 0.2% | 0.17% | 47 | +132,925 | 17.45% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 906,913 | 76,657 | 0.04% | 0.04% | 48 | +101,876 | 12.65% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 882,322 | 76,444 | 1.81% | 1.48% | 49 | +100,352 | 12.83% | Q1 2026 | May 15, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 845,846 | 73,284 | 3.63% | 3.7% | 50 | -47,439 | -5.31% | Q1 2026 | May 12, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 835,385 | 72,377 | 0.57% | 0.54% | 51 | +40,049 | 5.04% | Q1 2026 | May 01, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 752,870 | 65,228 | 1.24% | 1.23% | 52 | -14,587 | -1.9% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Management, LLC | History | Reduced | 739,814 | 64,097 | 3.74% | 3.67% | 53 | -13,587 | -1.8% | Q1 2026 | Apr 22, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Added to | 735,451 | 63,719 | 3.18% | 2.94% | 54 | +29,707 | 4.21% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 706,982 | 61,252 | 0.04% | 0.03% | 55 | +110,895 | 18.6% | Q1 2026 | May 07, 2026 |
| Aviso Financial Inc. | History | Added to | 682,105 | 59,097 | 2.1% | 1.94% | 56 | +78,787 | 13.06% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 663,929 | 57,323 | 0.08% | 0.07% | 57 | -25,112 | -3.64% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 626,632 | 54,291 | 0.19% | 0.18% | 58 | -19,273 | -2.98% | Q1 2026 | May 12, 2026 |
| Tiller Private Wealth, Inc. | History | Added to | 624,614 | 54,116 | 19.23% | 18.77% | 59 | +1,410 | 0.23% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 587,638 | 50,912 | 0.05% | 0.04% | 60 | +63,072 | 12.02% | Q1 2026 | May 12, 2026 |
| Adventist Health System/ West | History | Added to | 552,898 | 47,903 | 8.49% | 4.85% | 61 | +212,157 | 62.26% | Q1 2026 | May 12, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 548,756 | 47,544 | 2.19% | 2.09% | 62 | -4,358 | -0.79% | Q1 2026 | Apr 30, 2026 |
| Astoria Strategic Wealth, Inc. | History | Reduced | 541,603 | 46,924 | 11.91% | 11.67% | 63 | -6,098 | -1.11% | Q1 2026 | Apr 17, 2026 |
| Composition Wealth, LLC | History | Reduced | 532,827 | 46,164 | 0.63% | 0.72% | 64 | -60,627 | -10.22% | Q1 2026 | Apr 08, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 521,388 | 45,173 | 1.89% | 1.68% | 65 | +17,786 | 3.53% | Q1 2026 | Apr 13, 2026 |
| Bricktown Capital, LLC | History | Added to | 498,244 | 43,167 | 8.5% | 5.84% | 66 | +88,118 | 21.49% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 487,543 | 42,240 | 0.12% | 0.1% | 67 | -8,654 | -1.74% | Q1 2026 | May 04, 2026 |
| Allen Investment Management, LLC | History | Added to | 476,486 | 41,282 | 0.51% | 0.36% | 68 | +88,194 | 22.71% | Q1 2026 | May 07, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 469,956 | 40,716 | 1.47% | 1.54% | 69 | -15,573 | -3.21% | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 463,067 | 40,120 | 0.93% | 0.98% | 70 | -12,191 | -2.57% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Added to | 462,081 | 40,034 | 0.65% | 0.63% | 71 | +400 | 0.09% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 432,583 | 37,479 | 0.19% | 0.02% | 72 | +386,503 | 838.77% | Q1 2026 | May 08, 2026 |
| Standpoint Asset Management, LLC | History | Reduced | 428,100 | 37,090 | 9.0% | 8.59% | 73 | -16,300 | -3.67% | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 425,599 | 36,873 | 0.54% | 0.56% | 74 | -301 | -0.07% | Q1 2026 | May 13, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 390,861 | 33,864 | 2.63% | 2.68% | 75 | -23,942 | -5.77% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 380,902 | 33,001 | 0.02% | 0.02% | 76 | -15,242 | -3.85% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 373,286 | 32,341 | 3.19% | 2.68% | 77 | +57,864 | 18.34% | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 368,630 | 31,938 | 0.24% | 0.07% | 78 | +260,191 | 239.94% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 362,427 | 31,400 | 0.15% | 0.14% | 79 | +72,140 | 24.85% | Q1 2026 | May 04, 2026 |
| HUB Investment Partners, LLC | History | Added to | 334,140 | 28,949 | 0.69% | 0.66% | 80 | +33,748 | 11.23% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 332,809 | 28,834 | 3.96% | 3.76% | 81 | +10,601 | 3.29% | Q1 2026 | May 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 318,532 | 27,597 | 2.0% | 2.6% | 82 | -157,330 | -33.06% | Q1 2026 | Apr 16, 2026 |
| Vantage Financial Partners, LLC | History | No change | 319,489 | 27,041 | 5.49% | 5.49% | 83 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 284,682 | 24,664 | 0.0% | 0.01% | 84 | -804,963 | -73.87% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 274,186 | 23,755 | 0.27% | 0.27% | 85 | -2,686 | -0.97% | Q1 2026 | Apr 16, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 271,605 | 23,531 | 2.44% | 2.5% | 86 | -14,499 | -5.07% | Q1 2026 | Apr 13, 2026 |
| Cerity Partners LLC | History | Added to | 267,513 | 23,181 | 0.03% | 0.03% | 87 | +22,139 | 9.02% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 267,021 | 23,134 | 0.18% | 0.24% | 88 | +24,767 | 10.22% | Q1 2026 | May 15, 2026 |
| Wick Capital Partners, LLC | History | Added to | 265,292 | 22,984 | 4.19% | 3.65% | 89 | +24,930 | 10.37% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | New | 263,700 | 22,846 | 0.04% | — | 90 | +263,700 | New | Q1 2026 | May 14, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 258,460 | 22,392 | 3.39% | 3.07% | 91 | +18,490 | 7.71% | Q1 2026 | Apr 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 255,566 | 22,142 | 0.17% | 0.28% | 92 | -205,611 | -44.58% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 253,588 | 21,970 | 0.01% | 0.01% | 93 | +43,626 | 20.78% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | Added to | 243,903 | 21,131 | 0.28% | 0.28% | 94 | +6,241 | 2.63% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 241,717 | 21,051 | 0.04% | 0.04% | 95 | -136,195 | -36.04% | Q1 2026 | Apr 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 240,385 | 20,827 | 0.1% | 0.0% | 96 | +238,007 | 10008.7% | Q1 2026 | May 14, 2026 |
| Magnolia Wealth Management, LLC | History | Added to | 234,427 | 20,310 | 11.83% | 11.83% | 97 | +492 | 0.21% | Q1 2026 | May 06, 2026 |
| Finley Financial, LLC | History | Added to | 229,382 | 19,873 | 9.3% | 8.06% | 98 | +21,473 | 10.33% | Q1 2026 | Apr 22, 2026 |
| MontVue Capital Management, Inc. | History | Added to | 226,627 | 19,634 | 13.38% | 12.7% | 99 | +1,079 | 0.48% | Q1 2026 | Apr 16, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 224,161 | 19,421 | 4.2% | 2.71% | 100 | +76,143 | 51.44% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 223,143 | 19,333 | 0.09% | 0.08% | 101 | +23,810 | 11.94% | Q1 2026 | Apr 24, 2026 |
| Goldstein Advisors, LLC | History | Added to | 223,071 | 19,326 | 2.15% | 1.95% | 102 | +20,332 | 10.03% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 217,851 | 18,874 | 0.09% | 0.01% | 103 | +185,276 | 568.77% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 214,544 | 18,588 | 0.15% | 0.15% | 104 | +4,973 | 2.37% | Q1 2026 | Apr 07, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 199,740 | 18,496 | 12.59% | 0.39% | 105 | +193,511 | 3106.61% | Q1 2026 | Apr 28, 2026 |
| Strategic Point Investment Advisors, LLC | History | Added to | 212,400 | 18,402 | 2.67% | 2.48% | 106 | +445 | 0.21% | Q1 2026 | Apr 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 211,395 | 18,315 | 0.01% | 0.01% | 107 | +5,224 | 2.53% | Q1 2026 | May 13, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 210,797 | 18,263 | 9.07% | 8.64% | 108 | +7,029 | 3.45% | Q1 2026 | Apr 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 208,217 | 18,039 | 0.2% | 0.23% | 109 | +7,107 | 3.53% | Q1 2026 | May 15, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 206,663 | 17,905 | 6.25% | 10.41% | 110 | -161,882 | -43.92% | Q1 2026 | Apr 20, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 206,903 | 17,512 | 10.75% | 10.75% | 111 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 199,872 | 17,316 | 1.0% | 0.98% | 112 | -7,292 | -3.52% | Q1 2026 | Apr 20, 2026 |
| Patrick Mauro Investment Advisor, INC. | History | Added to | 199,360 | 17,272 | 8.68% | 8.11% | 113 | +16,071 | 8.77% | Q1 2026 | May 06, 2026 |
| FIRST HAWAIIAN BANK | History | Reduced | 198,551 | 17,202 | 2.41% | 2.47% | 114 | -20,677 | -9.43% | Q1 2026 | Apr 13, 2026 |
| White Lighthouse Investment Management Inc. | History | Reduced | 185,764 | 16,094 | 2.23% | 2.22% | 115 | -1,874 | -1.0% | Q1 2026 | May 14, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 184,470 | 15,982 | 1.9% | 1.8% | 116 | +7,529 | 4.26% | Q1 2026 | Apr 17, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 188,484 | 15,953 | 3.38% | 3.38% | 117 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 181,603 | 15,734 | 0.23% | 0.26% | 118 | -22,577 | -11.06% | Q1 2026 | Apr 09, 2026 |
| HB Wealth Management, LLC | History | Reduced | 180,736 | 15,659 | 0.1% | 0.12% | 119 | -36,920 | -16.96% | Q1 2026 | Apr 27, 2026 |
| Trinity Wealth Management, LLC | History | Added to | 179,929 | 15,589 | 5.72% | 5.28% | 120 | +10,471 | 6.18% | Q1 2026 | Apr 17, 2026 |
| CHOREO, LLC | History | Reduced | 179,926 | 15,588 | 0.19% | 0.2% | 121 | -3,300 | -1.8% | Q1 2026 | May 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | Added to | 177,317 | 15,529 | 1.69% | 0.04% | 122 | +174,518 | 6235.01% | Q1 2026 | Apr 10, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 178,509 | 15,466 | 0.84% | 0.85% | 123 | -3,976 | -2.18% | Q1 2026 | May 06, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 176,932 | 15,329 | 0.13% | 0.09% | 124 | +66,736 | 60.56% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 170,183 | 14,744 | 0.18% | 0.2% | 125 | -17,545 | -9.35% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 209,287 | 14,742 | 0.03% | 0.03% | 126 | -3,990 | -1.87% | Q1 2026 | May 06, 2026 |
| TD Capital Management LLC | History | Reduced | 160,034 | 13,865 | 1.25% | 1.23% | 127 | -3,600 | -2.2% | Q1 2026 | May 11, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Reduced | 158,448 | 13,727 | 0.54% | 0.51% | 128 | -1,050 | -0.66% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 162,053 | 13,716 | 0.24% | 0.24% | 129 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Designs Corp | History | Reduced | 157,872 | 13,678 | 7.61% | 7.58% | 130 | -154 | -0.1% | Q1 2026 | Apr 16, 2026 |
| Verus Financial Partners, Inc. | History | Reduced | 146,762 | 13,632 | 1.22% | 1.23% | 131 | -2,160 | -1.45% | Q1 2026 | Apr 20, 2026 |
| Gotham Asset Management, LLC | History | Added to | 153,815 | 13,326 | 0.04% | 0.04% | 132 | +29,720 | 23.95% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 145,188 | 12,579 | 0.0% | 0.0% | 133 | +15,549 | 11.99% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 144,645 | 12,527 | 0.02% | 0.05% | 134 | -218,403 | -60.16% | Q1 2026 | May 01, 2026 |
| ES4, LLC | History | Reduced | 143,288 | 12,414 | 8.02% | 9.51% | 135 | -19,675 | -12.07% | Q1 2026 | Apr 29, 2026 |
| WealthCollab, LLC | History | Added to | 143,229 | 12,409 | 5.11% | 4.93% | 136 | +976 | 0.69% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 139,003 | 12,043 | 0.04% | 0.05% | 137 | -14,231 | -9.29% | Q1 2026 | Apr 24, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 138,323 | 11,984 | 1.32% | 1.24% | 138 | +2,867 | 2.12% | Q1 2026 | Apr 29, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 138,261 | 11,979 | 1.74% | 1.65% | 139 | +3,013 | 2.23% | Q1 2026 | May 13, 2026 |
| Forum Private Client Group LLC | History | Reduced | 136,497 | 11,762 | 3.92% | 4.47% | 140 | -18,351 | -11.85% | Q1 2026 | May 13, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 132,437 | 11,474 | 5.04% | 5.1% | 141 | -130 | -0.1% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 130,778 | 11,330 | 0.22% | 0.16% | 142 | +36,712 | 39.03% | Q1 2026 | Apr 14, 2026 |
| Carl P. Sherr & Co., LLC | History | Added to | 129,453 | 11,215 | 5.27% | 5.07% | 143 | +2,414 | 1.9% | Q1 2026 | May 07, 2026 |
| Eldridge Investment Advisors, Inc. | History | Added to | 129,029 | 11,179 | 2.45% | 2.36% | 144 | +2,178 | 1.72% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 128,885 | 11,166 | 0.02% | 0.02% | 145 | +3,602 | 2.88% | Q1 2026 | May 14, 2026 |
| Traveka Wealth, LLC | History | Added to | 126,426 | 10,953 | 4.18% | 2.92% | 146 | +41,621 | 49.08% | Q1 2026 | Apr 22, 2026 |
| FORBES J M & CO LLP | History | Added to | 125,474 | 10,871 | 0.92% | 0.84% | 147 | +2,527 | 2.06% | Q1 2026 | Apr 16, 2026 |
| CHERRYDALE WEALTH MANAGEMENT, LLC | History | Reduced | 125,376 | 10,862 | 3.36% | 3.36% | 148 | -5,489 | -4.19% | Q1 2026 | Apr 20, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 123,818 | 10,727 | 2.57% | 2.36% | 149 | +9,037 | 7.87% | Q1 2026 | Apr 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 122,187 | 10,586 | 0.07% | 0.06% | 150 | -1,541 | -1.25% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 119,863 | 10,384 | 0.04% | 0.04% | 151 | +2,052 | 1.74% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 119,442 | 10,348 | 0.04% | 0.08% | 152 | -116,297 | -49.33% | Q1 2026 | May 13, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 119,138 | 10,322 | 0.58% | 0.57% | 153 | +62,210 | 109.28% | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | Reduced | 116,234 | 10,070 | 0.44% | 0.57% | 154 | -5,455 | -4.48% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | Added to | 113,209 | 9,805 | 0.43% | 0.42% | 155 | +1,637 | 1.47% | Q1 2026 | May 08, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 112,942 | 9,785 | 2.01% | 1.93% | 156 | +158 | 0.14% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 108,820 | 9,428 | 0.0% | 0.0% | 157 | -26,741 | -19.73% | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 106,208 | 9,201 | 0.1% | — | 158 | +106,208 | New | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 99,548 | 9,079 | 0.16% | 0.2% | 159 | +50,174 | 101.62% | Q1 2026 | May 01, 2026 |
| Ascent Group, LLC | History | Reduced | 104,388 | 9,044 | 0.31% | 0.32% | 160 | -7,517 | -6.72% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 103,071 | 9,030 | 0.09% | 0.09% | 161 | +6,800 | 7.06% | Q1 2026 | Apr 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 104,141 | 9,022 | 0.01% | 0.01% | 162 | +16,433 | 18.74% | Q1 2026 | May 14, 2026 |
| CADINHA & CO LLC | History | Reduced | 103,402 | 8,958 | 1.67% | 2.81% | 163 | -111,418 | -51.87% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 101,280 | 8,774 | 0.1% | 0.1% | 164 | -4,200 | -3.98% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 100,817 | 8,734 | 0.02% | 0.02% | 165 | +22,791 | 29.21% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 100,254 | 8,686 | 0.23% | 0.31% | 166 | -14,122 | -12.35% | Q1 2026 | May 11, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | Added to | 99,570 | 8,626 | 4.67% | 3.67% | 167 | +409 | 0.41% | Q1 2026 | Apr 13, 2026 |
| Madison Wealth Partners, Inc | History | Added to | 99,343 | 8,607 | 1.37% | 1.51% | 168 | +1,271 | 1.3% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 98,085 | 8,593 | 0.15% | 0.15% | 169 | -756 | -0.76% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 99,117 | 8,587 | 0.18% | 0.17% | 170 | +3,949 | 4.15% | Q1 2026 | May 15, 2026 |
| Winthrop Partners - WNY, LLC | History | Reduced | 99,031 | 8,580 | 4.57% | 4.58% | 171 | -1,510 | -1.5% | Q1 2026 | May 07, 2026 |
| DV EQUITIES, LLC | History | No change | 100,000 | 8,464 | 1.52% | 1.52% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Newton One Investments LLC | History | Reduced | 95,556 | 8,278 | 2.25% | 2.48% | 173 | -3,661 | -3.69% | Q1 2026 | Apr 24, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 92,552 | 8,018 | 0.35% | 0.11% | 174 | +64,517 | 230.13% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 94,715 | 8,017 | 0.05% | 0.05% | 175 | +13,856 | 17.14% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 92,477 | 8,012 | 0.1% | 0.11% | 176 | +2,695 | 3.0% | Q1 2026 | May 15, 2026 |
| SWMG, LLC | History | Reduced | 91,747 | 7,948 | 2.27% | 2.38% | 177 | -2,512 | -2.66% | Q1 2026 | Apr 24, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 91,239 | 7,904 | 0.05% | 0.05% | 178 | +14,496 | 18.89% | Q1 2026 | May 07, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 91,223 | 7,903 | 0.1% | 0.11% | 179 | +960 | 1.06% | Q1 2026 | Apr 23, 2026 |
| HILL ISLAND FINANCIAL LLC | History | Reduced | 91,017 | 7,885 | 1.92% | 1.91% | 180 | -3,501 | -3.7% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 90,142 | 7,809 | 1.09% | 1.06% | 181 | +144 | 0.16% | Q1 2026 | Apr 24, 2026 |
| FC Advisory LLC | History | Reduced | 89,454 | 7,750 | 2.26% | 2.26% | 182 | -3,652 | -3.92% | Q1 2026 | Apr 14, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 88,481 | 7,665 | 1.04% | 1.05% | 183 | -1,765 | -1.96% | Q1 2026 | Apr 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 88,350 | 7,654 | 0.42% | 0.42% | 184 | -191 | -0.22% | Q1 2026 | Apr 30, 2026 |
| Capital Analysts, LLC | History | Reduced | 87,259 | 7,560 | 0.2% | 0.25% | 185 | -17,138 | -16.42% | Q1 2026 | May 14, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 85,328 | 7,392 | 0.6% | 0.51% | 186 | +7,087 | 9.06% | Q1 2026 | Apr 15, 2026 |
| St. Louis Trust Co | History | Reduced | 84,316 | 7,305 | 0.85% | 0.83% | 187 | -1,608 | -1.87% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 80,038 | 6,934 | 0.45% | 0.44% | 188 | +78,673 | 5763.59% | Q1 2026 | Apr 28, 2026 |
| CFO4Life Group, LLC | History | Reduced | 79,901 | 6,922 | 1.06% | 0.97% | 189 | -468 | -0.58% | Q1 2026 | May 11, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 79,884 | 6,921 | 0.1% | 0.05% | 190 | +35,531 | 80.11% | Q1 2026 | Apr 30, 2026 |
| Fairvoy Private Wealth, LLC | History | Reduced | 79,477 | 6,885 | 1.64% | 1.58% | 191 | -4,091 | -4.9% | Q1 2026 | Apr 20, 2026 |
| NWAM LLC | History | Added to | 78,454 | 6,797 | 0.39% | 0.38% | 192 | +1,607 | 2.09% | Q1 2026 | May 04, 2026 |
| Allianz Asset Management GmbH | History | No change | 78,126 | 6,768 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 76,947 | 6,666 | 0.07% | 0.08% | 194 | -3,631 | -4.51% | Q1 2026 | May 13, 2026 |
| Zhang Financial LLC | History | Added to | 76,794 | 6,653 | 0.23% | 0.22% | 195 | +6,551 | 9.33% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 76,556 | 6,632 | 0.04% | 0.02% | 196 | +43,820 | 133.86% | Q1 2026 | May 15, 2026 |
| Gleason Group, Inc. | History | Added to | 76,293 | 6,610 | 0.65% | 0.63% | 197 | +765 | 1.01% | Q1 2026 | May 04, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 76,115 | 6,594 | 2.63% | 2.42% | 198 | +5,057 | 7.12% | Q1 2026 | Apr 29, 2026 |
| Family Manage LLC | History | Reduced | 74,839 | 6,484 | 0.78% | 0.85% | 199 | -4,424 | -5.58% | Q1 2026 | May 15, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | Added to | 73,821 | 6,465 | 1.19% | 0.09% | 200 | +67,780 | 1122.0% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 74,143 | 6,423 | 0.12% | 0.12% | 201 | +963 | 1.32% | Q1 2026 | May 11, 2026 |
| Investment Advisory Services Group LLC | History | Added to | 73,523 | 6,370 | 5.54% | 2.85% | 202 | +35,544 | 93.59% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 75,212 | 6,365 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Strategic Blueprint, LLC | History | Added to | 72,590 | 6,289 | 0.37% | 0.36% | 204 | +717 | 1.0% | Q1 2026 | Apr 29, 2026 |
| Lunt Capital Management, Inc. | History | Reduced | 71,768 | 6,217 | 2.39% | 2.35% | 205 | -2,401 | -3.24% | Q1 2026 | May 12, 2026 |
| Alpha Financial Partners LLC | History | Added to | 71,751 | 6,216 | 3.68% | 3.69% | 206 | +247 | 0.35% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 71,098 | 6,159 | 0.01% | 0.01% | 207 | +24,429 | 52.35% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 70,598 | 6,116 | 0.01% | 0.0% | 208 | +70,052 | 12830.04% | Q1 2026 | May 01, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 68,387 | 5,925 | 0.04% | 0.09% | 209 | -78,610 | -53.48% | Q1 2026 | May 15, 2026 |
| NYL Investors LLC | History | Reduced | 68,069 | 5,897 | 2.23% | 2.07% | 210 | -3,838 | -5.34% | Q1 2026 | May 07, 2026 |
| GuidedMoney, LLC | History | No change | 68,019 | 5,893 | 3.09% | 3.07% | 211 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 66,894 | 5,800 | 0.06% | 0.06% | 212 | -457 | -0.68% | Q1 2026 | May 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 65,890 | 5,708 | 0.09% | 0.1% | 213 | +9,243 | 16.32% | Q1 2026 | Apr 21, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 65,175 | 5,646 | 0.36% | 0.36% | 214 | -170 | -0.26% | Q1 2026 | Apr 27, 2026 |
| WBH ADVISORY INC | History | Reduced | 64,040 | 5,610 | 0.42% | 0.4% | 215 | -38 | -0.06% | Q1 2026 | Apr 27, 2026 |
| Townsend Financial Planning, LLC | History | Reduced | 63,764 | 5,524 | 5.35% | 6.31% | 216 | -10,711 | -14.38% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 63,758 | 5,523 | 0.02% | 0.01% | 217 | +40,720 | 176.75% | Q1 2026 | May 08, 2026 |
| Manuka Financial, LLC | History | Reduced | 63,521 | 5,503 | 3.4% | 3.41% | 218 | -1,334 | -2.06% | Q1 2026 | May 07, 2026 |
| COMMERCE BANK | History | Added to | 63,255 | 5,480 | 0.03% | 0.0% | 219 | +52,595 | 493.39% | Q1 2026 | May 11, 2026 |
| GeoWealth Management, LLC | History | Reduced | 62,640 | 5,427 | 0.2% | 0.2% | 220 | -1,044 | -1.64% | Q1 2026 | May 13, 2026 |
| WESBANCO BANK INC | History | Added to | 62,373 | 5,403 | 0.15% | 0.13% | 221 | +7,280 | 13.21% | Q1 2026 | Apr 21, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 62,210 | 5,389 | 0.52% | 0.49% | 222 | -641 | -1.02% | Q1 2026 | May 06, 2026 |
| DAVIDSON TRUST CO | History | Added to | 61,732 | 5,348 | 2.31% | 2.05% | 223 | +3,523 | 6.05% | Q1 2026 | Apr 20, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 61,118 | 5,295 | 0.5% | 0.5% | 224 | -2,047 | -3.24% | Q1 2026 | Apr 02, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 60,776 | 5,265 | 0.91% | 0.88% | 225 | +1,256 | 2.11% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 60,149 | 5,211 | 0.01% | 0.01% | 226 | +5,910 | 10.9% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 59,787 | 5,179 | 0.11% | 0.09% | 227 | +3,768 | 6.73% | Q1 2026 | May 15, 2026 |
| Windward Private Wealth Management Inc. | History | Reduced | 59,081 | 5,118 | 1.77% | 1.74% | 228 | -424 | -0.71% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 57,930 | 5,019 | 0.03% | 0.03% | 229 | -39,945 | -40.81% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 57,533 | 4,984 | 0.3% | 0.3% | 230 | -1,439 | -2.44% | Q1 2026 | May 13, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 56,955 | 4,934 | 3.86% | 3.84% | 231 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 56,682 | 4,910 | 0.11% | 0.11% | 232 | +3,834 | 7.25% | Q1 2026 | May 15, 2026 |
| TBH Global Asset Management, LLC | History | New | 56,507 | 4,895 | 0.99% | — | 234 | +56,507 | New | Q1 2026 | Apr 22, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Reduced | 56,499 | 4,895 | 0.41% | 0.39% | 233 | -441 | -0.77% | Q1 2026 | Apr 21, 2026 |
| Ethos Financial Group, LLC | History | Added to | 56,405 | 4,885 | 0.36% | 0.35% | 235 | +272 | 0.48% | Q1 2026 | May 05, 2026 |
| Edge Financial Advisors LLC | History | No change | 57,235 | 4,844 | 2.04% | 2.04% | 236 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 55,376 | 4,800 | 0.87% | 0.8% | 237 | +1,232 | 2.28% | Q1 2026 | May 11, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 53,957 | 4,674 | 0.48% | 0.47% | 238 | +2,016 | 3.88% | Q1 2026 | May 06, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 49,486 | 4,664 | 5.17% | 4.51% | 239 | -6,754 | -12.01% | Q1 2026 | Apr 23, 2026 |
| Downshift Financial, LLC | History | Reduced | 50,567 | 4,642 | 2.4% | 3.04% | 240 | -4,856 | -8.76% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Reduced | 52,738 | 4,569 | 0.02% | 0.03% | 241 | -510 | -0.96% | Q1 2026 | May 13, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 52,637 | 4,560 | 0.38% | 0.4% | 242 | -1,014 | -1.89% | Q1 2026 | May 05, 2026 |
| PRAIRIEVIEW WEALTH PARTNERS, LLC | History | Added to | 52,396 | 4,539 | 3.72% | 3.99% | 243 | +421 | 0.81% | Q1 2026 | May 05, 2026 |
| Park Place Capital Corp | History | Reduced | 51,756 | 4,484 | 0.9% | 0.92% | 244 | -508 | -0.97% | Q1 2026 | Apr 09, 2026 |
| Everest Management Corp. | History | No change | 51,676 | 4,477 | 2.27% | 2.44% | 245 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIDUCIARY ADVISORS, INC. | History | Reduced | 51,658 | 4,475 | 3.36% | 3.47% | 246 | -2,317 | -4.29% | Q1 2026 | Apr 16, 2026 |
| Firestone Capital Management | History | Added to | 51,518 | 4,463 | 0.93% | 0.8% | 247 | +7,164 | 16.15% | Q1 2026 | May 08, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 51,022 | 4,420 | 0.66% | 0.62% | 248 | +2,891 | 6.01% | Q1 2026 | Apr 08, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 52,148 | 4,413 | 0.41% | 0.41% | 249 | -1,077 | -2.02% | Q1 2026 | May 13, 2026 |
| Advisory Resource Group | History | Reduced | 49,799 | 4,314 | 0.74% | 0.74% | 250 | -247 | -0.49% | Q1 2026 | May 15, 2026 |
| Pacific Park Financial, Inc. | History | Added to | 49,643 | 4,301 | 2.81% | 2.54% | 251 | +1,654 | 3.45% | Q1 2026 | Apr 21, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 49,588 | 4,296 | 0.03% | 0.03% | 252 | +8,923 | 21.94% | Q1 2026 | May 01, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 49,514 | 4,289 | 0.26% | 0.24% | 253 | +32 | 0.06% | Q1 2026 | May 13, 2026 |
| Shelter Mutual Insurance Co | History | Reduced | 48,818 | 4,226 | 0.94% | 0.96% | 254 | -1,962 | -3.86% | Q1 2026 | Apr 29, 2026 |
| GWN SECURITIES INC. | History | Added to | 48,372 | 4,191 | 0.8% | 0.79% | 255 | +2,014 | 4.34% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 47,955 | 4,154 | 0.16% | 0.08% | 256 | +39,355 | 457.62% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 47,778 | 4,139 | 0.03% | 0.03% | 257 | -2,368 | -4.72% | Q1 2026 | May 12, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 47,608 | 4,124 | 0.25% | 0.25% | 258 | -2,617 | -5.21% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 47,276 | 4,096 | 0.21% | 0.2% | 259 | +2,895 | 6.52% | Q1 2026 | Apr 17, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 47,173 | 4,087 | 0.71% | 0.71% | 260 | +568 | 1.22% | Q1 2026 | Apr 08, 2026 |
| Spire Wealth Management | History | Added to | 47,034 | 4,075 | 0.14% | 0.12% | 261 | +3,545 | 8.15% | Q1 2026 | Apr 22, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | Reduced | 46,289 | 4,010 | 3.21% | 3.28% | 262 | -519 | -1.11% | Q1 2026 | May 04, 2026 |
| Guidance Point Advisors, LLC | History | Added to | 46,267 | 4,009 | 0.95% | 0.84% | 263 | +3,621 | 8.49% | Q1 2026 | May 12, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 46,026 | 3,987 | 0.35% | 0.35% | 264 | -840 | -1.79% | Q1 2026 | May 12, 2026 |
| COFG Advisors, LLC | History | Added to | 45,126 | 3,909 | 0.97% | 0.68% | 266 | +12,585 | 38.67% | Q1 2026 | May 11, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 45,121 | 3,909 | 0.05% | 0.04% | 265 | +8,767 | 24.12% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 44,883 | 3,888 | 0.01% | 0.0% | 267 | +32,466 | 261.46% | Q1 2026 | Apr 27, 2026 |
| Disciplina Capital Management LLC | History | No change | 44,760 | 3,878 | 0.41% | 0.43% | 268 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 44,730 | 3,875 | 0.0% | 0.0% | 269 | +13,830 | 44.76% | Q1 2026 | May 15, 2026 |
| Lineweaver Wealth Advisors, LLC | History | New | 44,548 | 3,859 | 0.52% | — | 270 | +44,548 | New | Q1 2026 | Apr 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 41,042 | 3,809 | 0.09% | 0.09% | 271 | -528 | -1.27% | Q1 2026 | May 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 43,800 | 3,794 | 0.05% | 0.05% | 272 | +321 | 0.74% | Q1 2026 | Apr 21, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 43,022 | 3,727 | 1.44% | 1.62% | 273 | +3,278 | 8.25% | Q1 2026 | Apr 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 43,000 | 3,725 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SteelPeak Wealth, LLC | History | New | 42,632 | 3,693 | 0.11% | — | 276 | +42,632 | New | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 42,631 | 3,693 | 0.05% | 0.05% | 275 | -691 | -1.6% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 42,618 | 3,692 | 0.14% | 0.13% | 278 | +1,375 | 3.33% | Q1 2026 | May 11, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | No change | 42,618 | 3,692 | 1.06% | 0.99% | 277 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 42,525 | 3,684 | 0.39% | 0.38% | 279 | +981 | 2.36% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 42,297 | 3,664 | 0.24% | 0.13% | 280 | +18,527 | 77.94% | Q1 2026 | Apr 15, 2026 |
| Freedom Day Solutions, LLC | History | Reduced | 42,195 | 3,655 | 0.98% | 1.04% | 281 | -2,872 | -6.37% | Q1 2026 | May 05, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 41,854 | 3,626 | 0.3% | 0.3% | 282 | +299 | 0.72% | Q1 2026 | Apr 13, 2026 |
| PFG Advisors | History | Added to | 41,685 | 3,611 | 0.18% | 0.16% | 283 | +2,228 | 5.65% | Q1 2026 | May 05, 2026 |
| Carnegie Investment Counsel | History | No change | 41,674 | 3,610 | 0.07% | 0.07% | 284 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Balentine LLC | History | No change | 41,439 | 3,590 | 0.14% | 0.13% | 285 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Winthrop Advisory Group LLC | History | Added to | 41,351 | 3,582 | 0.29% | 0.25% | 286 | +5,864 | 16.52% | Q1 2026 | Apr 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 41,321 | 3,580 | 0.03% | 0.03% | 287 | -865 | -2.05% | Q1 2026 | May 08, 2026 |
| Olde Wealth Management, LLC | History | Added to | 40,771 | 3,532 | 1.12% | 1.06% | 288 | +140 | 0.34% | Q1 2026 | May 12, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 40,696 | 3,525 | 0.1% | 0.09% | 289 | -2,144 | -5.0% | Q1 2026 | Apr 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 40,447 | 3,504 | 0.3% | 0.32% | 290 | -4,284 | -9.58% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 40,289 | 3,490 | 0.0% | 0.0% | 291 | +2,272 | 5.98% | Q1 2026 | May 14, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 39,711 | 3,441 | 0.44% | 0.46% | 292 | -2,061 | -4.93% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 39,585 | 3,429 | 0.0% | 0.0% | 293 | +14,179 | 55.81% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 39,505 | 3,422 | 0.18% | 0.18% | 294 | -8,409 | -17.55% | Q1 2026 | Apr 28, 2026 |
| Bellwether Advisors, LLC | History | Added to | 39,301 | 3,405 | 0.58% | 0.51% | 295 | +1,343 | 3.54% | Q1 2026 | May 12, 2026 |
| Abundance Wealth Counselors | History | Reduced | 39,091 | 3,386 | 0.49% | 0.57% | 296 | -484 | -1.22% | Q1 2026 | Apr 22, 2026 |
| Blue Edge Capital, LLC | History | No change | 39,937 | 3,380 | 0.45% | 0.45% | 297 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Main Street Research LLC | History | Added to | 38,583 | 3,342 | 0.19% | 0.15% | 298 | +7,010 | 22.2% | Q1 2026 | Apr 30, 2026 |
| Rather & Kittrell, Inc. | History | Reduced | 38,561 | 3,340 | 0.52% | 0.53% | 299 | -265 | -0.68% | Q1 2026 | May 12, 2026 |
| Capital Developers, LLC | History | Reduced | 38,318 | 3,319 | 2.99% | 2.98% | 300 | -950 | -2.42% | Q1 2026 | May 08, 2026 |