iSHARES TRUST - IYE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 1,804,044 | 116,847 | 0.01% | 0.01% | 1 | -5,829 | -0.32% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,526,984 | 98,902 | 0.01% | 0.0% | 2 | +551,736 | 56.57% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 1,459,665 | 94,542 | 1.48% | 1.02% | 3 | +7,546 | 0.52% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 970,814 | 62,879 | 0.01% | 0.01% | 4 | +36,353 | 3.89% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 802,696 | 51,990 | 0.03% | 0.0% | 5 | +778,498 | 3217.2% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 722,662 | 46,806 | 0.01% | 0.0% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 626,083 | 40,551 | 0.01% | 0.01% | 7 | +152,266 | 32.14% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 612,860 | 39,694 | 0.01% | 0.0% | 8 | +9,436 | 1.56% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 387,503 | 25,100 | 0.0% | 0.0% | 9 | +30,333 | 8.49% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 310,964 | 20,141 | 0.24% | — | 10 | +310,964 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 304,111 | 19,721 | 0.0% | 0.0% | 11 | -51,911 | -14.58% | Q1 2026 | May 15, 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | History | No change | 300,000 | 19,431 | 3.84% | 2.8% | 12 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 247,020 | 15,999 | 0.04% | 0.03% | 13 | +2,560 | 1.05% | Q1 2026 | May 04, 2026 |
| Banco Santander, S.A. | History | Added to | 195,297 | 12,649 | 0.1% | 0.06% | 14 | +25,743 | 15.18% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 179,406 | 11,751 | 0.0% | 0.0% | 15 | +103,416 | 136.09% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 175,143 | 11,344 | 0.0% | 0.0% | 16 | +22,984 | 15.11% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 172,766 | 11,190 | 0.02% | 0.0% | 17 | +155,687 | 911.57% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 158,836 | 10,287 | 0.01% | — | 18 | +158,836 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 139,511 | 9,036 | 0.01% | 0.01% | 19 | -976 | -0.69% | Q1 2026 | May 13, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | New | 133,941 | 8,675 | 4.92% | — | 20 | +133,941 | New | Q1 2026 | May 04, 2026 |
| WealthCare Asset Management, LLC | History | New | 129,812 | 8,407 | 8.95% | — | 21 | +129,812 | New | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 125,854 | 8,151 | 0.01% | 0.0% | 22 | +77,571 | 160.66% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 119,189 | 7,724 | 0.01% | 0.01% | 23 | +3,818 | 3.31% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | New | 118,650 | 7,684 | 0.01% | — | 24 | +118,650 | New | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 110,351 | 7,305 | 0.0% | 0.0% | 25 | +13,870 | 14.38% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 110,703 | 7,170 | 0.04% | 0.0% | 26 | +103,548 | 1447.21% | Q1 2026 | May 13, 2026 |
| AMG National Trust Bank | History | Added to | 107,358 | 6,953 | 0.15% | 0.12% | 27 | +1,654 | 1.56% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 106,168 | 6,876 | 0.0% | 0.0% | 28 | +60,725 | 133.63% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 102,779 | 6,656 | 0.01% | 0.01% | 29 | -928 | -0.89% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 102,720 | 6,653 | 0.01% | 0.01% | 30 | -23,045 | -18.32% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 100,189 | 6,489 | 0.01% | 0.0% | 31 | +72,151 | 257.33% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 73,700 | 4,773 | 0.01% | — | 32 | +73,700 | New | Q1 2026 | May 14, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 71,700 | 4,644 | 0.04% | 0.03% | 33 | -7,800 | -9.81% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 68,213 | 4,418 | 0.02% | 0.01% | 34 | -7,297 | -9.66% | Q1 2026 | Apr 30, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 65,203 | 4,223 | 1.85% | 1.42% | 35 | -721 | -1.09% | Q1 2026 | Apr 27, 2026 |
| Three Seasons Wealth, LLC | History | New | 64,694 | 4,190 | 1.6% | — | 36 | +64,694 | New | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 63,685 | 4,125 | 0.01% | 0.0% | 37 | +30,555 | 92.23% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 59,786 | 3,872 | 0.0% | 0.0% | 38 | +48,843 | 446.34% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 59,629 | 3,862 | 0.08% | 0.06% | 39 | -14,667 | -19.74% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 56,568 | 3,663 | 0.0% | 0.0% | 40 | +10,381 | 22.48% | Q1 2026 | May 05, 2026 |
| Gerald Baker Financial Group LLC | History | New | 54,438 | 3,525 | 1.12% | — | 41 | +54,438 | New | Q1 2026 | May 06, 2026 |
| VestGen Advisors, LLC | History | New | 56,629 | 3,455 | 0.09% | — | 42 | +56,629 | New | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 51,140 | 3,312 | 0.3% | 0.25% | 43 | -37,234 | -42.13% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 49,777 | 3,127 | 0.01% | 0.0% | 44 | +25,812 | 107.71% | Q1 2026 | Apr 08, 2026 |
| Artesa Financial Group, LLC | History | Added to | 48,065 | 3,113 | 2.97% | 2.25% | 45 | +2,040 | 4.43% | Q1 2026 | Apr 21, 2026 |
| Counterweight Ventures, LLC | History | Added to | 46,335 | 3,001 | 1.68% | 0.35% | 46 | +33,367 | 257.3% | Q1 2026 | Apr 27, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 46,129 | 2,987 | 0.38% | 0.26% | 47 | +1,616 | 3.63% | Q1 2026 | May 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 45,215 | 2,928 | 0.02% | 0.02% | 48 | +570 | 1.28% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 42,777 | 2,770 | 0.0% | 0.0% | 49 | +4,809 | 12.67% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 42,464 | 2,750 | 0.01% | 0.01% | 50 | -3,708 | -8.03% | Q1 2026 | Apr 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 41,586 | 2,693 | 0.09% | 0.07% | 51 | -1,537 | -3.56% | Q1 2026 | May 07, 2026 |
| Symphony Financial, Ltd. Co. | History | New | 39,384 | 2,601 | 0.34% | — | 52 | +39,384 | New | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 38,223 | 2,475 | 0.01% | 0.01% | 53 | -2,032 | -5.05% | Q1 2026 | May 08, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 37,929 | 2,456 | 1.15% | 1.12% | 54 | -15,565 | -29.1% | Q1 2026 | Apr 27, 2026 |
| Waterloo Capital, L.P. | History | Added to | 37,534 | 2,431 | 0.17% | 0.13% | 55 | +144 | 0.39% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 37,277 | 2,414 | 0.0% | 0.0% | 56 | +2,540 | 7.31% | Q1 2026 | May 15, 2026 |
| First Citizens Financial Corp | History | Reduced | 35,660 | 2,309 | 1.09% | 0.84% | 57 | -9 | -0.03% | Q1 2026 | Apr 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 34,983 | 2,265 | 0.0% | 0.0% | 58 | +1,309 | 3.89% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 34,488 | 2,233 | 0.0% | 0.0% | 59 | +4,595 | 15.37% | Q1 2026 | May 13, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | New | 34,082 | 2,207 | 1.03% | — | 60 | +34,082 | New | Q1 2026 | Apr 16, 2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC | History | New | 18,522 | 2,195 | 2.06% | — | 61 | +18,522 | New | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 31,881 | 2,064 | 0.0% | 0.0% | 62 | +16,499 | 107.26% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 29,743 | 1,926 | 0.0% | 0.0% | 63 | +1,737 | 6.2% | Q1 2026 | May 12, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 29,342 | 1,900 | 0.03% | 0.02% | 64 | -96 | -0.33% | Q1 2026 | May 05, 2026 |
| Foundation Wealth Management, LLC | History | Reduced | 27,516 | 1,782 | 1.2% | 0.87% | 65 | -329 | -1.18% | Q1 2026 | May 04, 2026 |
| Apeiron RIA LLC | History | New | 27,469 | 1,779 | 0.41% | — | 66 | +27,469 | New | Q1 2026 | Apr 27, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 26,403 | 1,710 | 0.15% | 0.08% | 67 | +7,609 | 40.49% | Q1 2026 | Apr 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 26,185 | 1,696 | 0.0% | 0.0% | 68 | -420 | -1.58% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | New | 24,897 | 1,612 | 0.18% | — | 69 | +24,897 | New | Q1 2026 | May 13, 2026 |
| Ballew Advisors, Inc | History | Reduced | 25,709 | 1,563 | 0.88% | 0.74% | 70 | -653 | -2.48% | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Added to | 23,859 | 1,545 | 0.03% | 0.02% | 71 | +22 | 0.09% | Q1 2026 | May 01, 2026 |
| Allen Investment Management, LLC | History | No change | 23,562 | 1,526 | 0.02% | 0.01% | 72 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 24,112 | 1,524 | 0.03% | 0.02% | 73 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Csenge Advisory Group | History | Reduced | 23,144 | 1,499 | 0.07% | 0.05% | 74 | -1,141 | -4.7% | Q1 2026 | Apr 30, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 22,843 | 1,479 | 0.03% | 0.03% | 75 | -149 | -0.65% | Q1 2026 | May 15, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 22,566 | 1,461 | 0.06% | 0.04% | 76 | -843 | -3.6% | Q1 2026 | Apr 16, 2026 |
| Dentgroup LLC | History | No change | 30,452 | 1,447 | 0.99% | 0.99% | 77 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 22,235 | 1,440 | 0.01% | 0.01% | 78 | -2,511 | -10.15% | Q1 2026 | May 05, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 21,775 | 1,410 | 0.01% | 0.01% | 79 | -1,541 | -6.61% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 21,757 | 1,409 | 0.01% | 0.0% | 80 | -505 | -2.27% | Q1 2026 | Apr 24, 2026 |
| Wealth Management Partners, LLC | History | Reduced | 21,647 | 1,402 | 0.4% | 0.29% | 81 | -7 | -0.03% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 39,681 | 1,391 | 0.0% | 0.0% | 82 | -28,627 | -41.91% | Q1 2026 | May 15, 2026 |
| Asempa Wealth Advisors | History | Reduced | 21,904 | 1,368 | 1.19% | 0.9% | 83 | -5 | -0.02% | Q1 2026 | Apr 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 20,366 | 1,319 | 0.01% | 0.01% | 84 | -307 | -1.49% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Reduced | 20,141 | 1,304 | 0.4% | 0.36% | 85 | -3,664 | -15.39% | Q1 2026 | May 11, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 19,966 | 1,293 | 0.91% | 0.68% | 86 | -234 | -1.16% | Q1 2026 | Apr 17, 2026 |
| XTX Topco Ltd | History | Added to | 19,552 | 1,266 | 0.02% | 0.01% | 87 | +7,717 | 65.2% | Q1 2026 | May 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 17,773 | 1,141 | 0.14% | 0.09% | 89 | +2,632 | 17.38% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 17,607 | 1,141 | 0.02% | 0.01% | 88 | -21 | -0.12% | Q1 2026 | Apr 14, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 17,432 | 1,129 | 0.4% | — | 90 | +17,432 | New | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 17,366 | 1,124 | 0.01% | 0.01% | 91 | +1,806 | 11.61% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 16,717 | 1,082 | 0.04% | — | 92 | +16,717 | New | Q1 2026 | May 11, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | New | 16,509 | 1,069 | 0.33% | — | 93 | +16,509 | New | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 16,376 | 1,060 | 0.0% | 0.0% | 94 | -549 | -3.24% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 16,087 | 1,042 | 0.0% | 0.0% | 95 | -2,018 | -11.15% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | New | 15,749 | 1,020 | 0.01% | — | 96 | +15,749 | New | Q1 2026 | Apr 15, 2026 |
| Cerity Partners LLC | History | Added to | 15,435 | 999 | 0.0% | 0.0% | 97 | +5,559 | 56.29% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 15,155 | 981 | 0.02% | 0.01% | 98 | +2,133 | 16.38% | Q1 2026 | May 18, 2026 |
| Ironwood Financial, llc | History | Reduced | 15,072 | 976 | 0.17% | 0.13% | 99 | -3 | -0.02% | Q1 2026 | Apr 16, 2026 |
| Ethos Financial Group, LLC | History | No change | 20,472 | 973 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KKM Financial LLC | History | No change | 19,268 | 915 | 0.16% | 0.16% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 13,716 | 888 | 0.01% | 0.01% | 102 | +30 | 0.22% | Q1 2026 | Apr 20, 2026 |
| Grove Bank & Trust | History | No change | 13,608 | 881 | 0.1% | 0.07% | 103 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 13,276 | 859 | 0.0% | 0.0% | 104 | -155 | -1.15% | Q1 2026 | Apr 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 14,129 | 859 | 0.05% | 0.04% | 105 | +4 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 12,770 | 827 | 0.05% | 0.04% | 106 | -1,512 | -10.59% | Q1 2026 | Apr 29, 2026 |
| Tradition Wealth Management, LLC | History | No change | 12,704 | 822 | 0.06% | 0.04% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,079 | 816 | 0.01% | 0.01% | 108 | +1,376 | 11.76% | Q1 2026 | Apr 07, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 12,197 | 790 | 0.08% | 0.09% | 109 | -5,504 | -31.09% | Q1 2026 | May 07, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 12,043 | 780 | 0.02% | 0.01% | 110 | -1,249 | -9.4% | Q1 2026 | Apr 15, 2026 |
| Northwest Wealth Advisors, LLC | History | Added to | 11,996 | 776 | 0.55% | 0.43% | 111 | +329 | 2.82% | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | New | 11,757 | 761 | 0.04% | — | 112 | +11,757 | New | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 11,694 | 757 | 0.01% | 0.0% | 114 | +4,438 | 61.16% | Q1 2026 | May 01, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 11,700 | 757 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Concord Investment Counsel Inc. | History | Added to | 10,857 | 703 | 0.24% | 0.13% | 115 | +2,684 | 32.84% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 10,702 | 693 | 0.0% | 0.0% | 116 | -11,569 | -51.95% | Q1 2026 | May 11, 2026 |
| Financial Partners Group, Inc | History | Added to | 10,576 | 685 | 0.08% | 0.07% | 117 | +142 | 1.36% | Q1 2026 | Apr 10, 2026 |
| Empirical Asset Management, LLC | History | Added to | 10,245 | 663 | 0.17% | 0.13% | 118 | +517 | 5.31% | Q1 2026 | May 11, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 10,047 | 650 | 0.02% | 0.02% | 119 | -804 | -7.41% | Q1 2026 | May 04, 2026 |
| Banque Cantonale Vaudoise | History | New | 10,000 | 648 | 0.02% | — | 120 | +10,000 | New | Q1 2026 | Apr 20, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 9,969 | 645 | 0.02% | 0.02% | 121 | -2,246 | -18.39% | Q1 2026 | Apr 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | New | 10,635 | 640 | 0.14% | — | 122 | +10,635 | New | Q1 2026 | Apr 28, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 9,707 | 628 | 0.11% | — | 123 | +9,707 | New | Q1 2026 | May 06, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 9,592 | 621 | 0.02% | 0.01% | 124 | -75 | -0.78% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,462 | 612 | 0.0% | 0.0% | 125 | +568 | 6.39% | Q1 2026 | May 13, 2026 |
| CrossGen Wealth, LLC | History | Added to | 9,185 | 594 | 0.52% | 0.38% | 126 | +51 | 0.56% | Q1 2026 | Apr 22, 2026 |
| Cadent Capital Advisors, LLC | History | New | 9,023 | 584 | 0.15% | — | 127 | +9,023 | New | Q1 2026 | Apr 08, 2026 |
| Vivaldi Capital Management LP | History | No change | 8,974 | 581 | 0.08% | 0.06% | 128 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 8,882 | 575 | 0.02% | 0.01% | 129 | +1,207 | 15.73% | Q1 2026 | May 06, 2026 |
| Narwhal Capital Management | History | No change | 8,825 | 571 | 0.04% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Simmons Bank | History | Reduced | 8,741 | 566 | 0.04% | 0.03% | 131 | -375 | -4.11% | Q1 2026 | Apr 23, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 8,734 | 565 | 0.0% | — | 132 | +8,734 | New | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 8,450 | 547 | 0.01% | 0.0% | 133 | +1,177 | 16.18% | Q1 2026 | Apr 16, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 8,360 | 541 | 0.18% | — | 134 | +8,360 | New | Q1 2026 | Apr 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 8,339 | 540 | 0.0% | 0.0% | 135 | -943 | -10.16% | Q1 2026 | May 01, 2026 |
| MCF Advisors LLC | History | No change | 8,336 | 539 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 8,285 | 536 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 8,275 | 535 | 0.01% | 0.01% | 138 | -2,231 | -21.24% | Q1 2026 | Apr 20, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 8,206 | 531 | 0.05% | 0.05% | 140 | -2,494 | -23.31% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 11,155 | 531 | 0.0% | 0.0% | 139 | +1,261 | 12.75% | Q1 2026 | May 15, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 8,202 | 531 | 0.32% | 0.26% | 141 | +2 | 0.02% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | New | 8,188 | 530 | 0.0% | — | 142 | +8,188 | New | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | No change | 8,146 | 527 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 8,121 | 525 | 0.0% | 0.0% | 144 | +1,571 | 23.98% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | No change | 7,996 | 517 | 0.04% | 0.03% | 145 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,979 | 516 | 0.0% | 0.0% | 146 | -34 | -0.42% | Q1 2026 | May 08, 2026 |
| Symphony Financial Services, Inc. | History | Added to | 7,929 | 513 | 0.26% | 0.18% | 147 | +502 | 6.76% | Q1 2026 | May 07, 2026 |
| AlphaCore Capital LLC | History | Reduced | 7,770 | 503 | 0.01% | 0.01% | 148 | -2,087 | -21.17% | Q1 2026 | May 15, 2026 |
| Asset One Wealth Management LLC | History | Added to | 8,417 | 498 | 0.06% | 0.06% | 150 | +754 | 9.84% | Q1 2026 | May 12, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 7,691 | 498 | 0.06% | 0.04% | 149 | -68 | -0.88% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,000 | 479 | 0.01% | 0.01% | 151 | +1,999 | 33.31% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 7,340 | 475 | 0.01% | 0.01% | 152 | +9 | 0.12% | Q1 2026 | Apr 17, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 7,229 | 468 | 0.06% | 0.04% | 153 | -27 | -0.37% | Q1 2026 | Apr 23, 2026 |
| Dakota Wealth Management | History | New | 7,148 | 462 | 0.01% | — | 154 | +7,148 | New | Q1 2026 | May 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 7,100 | 459 | 0.01% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chemistry Wealth Management LLC | History | No change | 6,976 | 451 | 0.08% | 0.06% | 156 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 6,950 | 450 | 0.16% | 0.11% | 157 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clearwave Capital, LLC | History | Added to | 6,941 | 449 | 0.31% | 0.24% | 158 | +17 | 0.25% | Q1 2026 | Apr 29, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 6,916 | 447 | 0.02% | 0.01% | 159 | +318 | 4.82% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,900 | 446 | 0.0% | 0.0% | 160 | +102 | 1.5% | Q1 2026 | May 15, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 6,865 | 444 | 0.36% | 0.26% | 161 | -55 | -0.79% | Q1 2026 | Apr 22, 2026 |
| Bernardo Wealth Planning LLC | History | Reduced | 6,827 | 442 | 0.09% | 0.07% | 162 | -519 | -7.07% | Q1 2026 | Apr 15, 2026 |
| Millennium Capital Advisors, LLC | History | Added to | 6,830 | 442 | 0.27% | 0.19% | 163 | +2 | 0.03% | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | No change | 6,657 | 431 | 0.19% | 0.14% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 6,525 | 422 | 0.0% | 0.0% | 165 | -1,540 | -19.09% | Q1 2026 | May 05, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 6,415 | 415 | 0.04% | 0.03% | 166 | -110 | -1.69% | Q1 2026 | May 06, 2026 |
| Sigma Planning Corp | History | Reduced | 6,100 | 395 | 0.01% | 0.01% | 167 | -27 | -0.44% | Q1 2026 | May 04, 2026 |
| APPLETON PARTNERS INC/MA | History | No change | 6,089 | 394 | 0.03% | 0.02% | 168 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 6,017 | 389 | 0.0% | — | 169 | +6,017 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,977 | 387 | 0.0% | 0.0% | 170 | +5,577 | 1394.25% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | New | 5,949 | 385 | 0.0% | — | 172 | +5,949 | New | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 5,958 | 385 | 0.01% | 0.01% | 171 | +26 | 0.44% | Q1 2026 | Apr 22, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 5,844 | 382 | 0.01% | 0.01% | 173 | -2,430 | -29.37% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,888 | 381 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 5,854 | 379 | 0.03% | — | 175 | +5,854 | New | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 5,775 | 374 | 0.0% | 0.0% | 176 | -765 | -11.7% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | New | 5,762 | 373 | 0.01% | — | 177 | +5,762 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,736 | 371 | 0.0% | 0.0% | 178 | +1,360 | 31.08% | Q1 2026 | May 15, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 5,715 | 370 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 5,700 | 369 | 0.24% | 0.18% | 180 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PROMETHIUM ADVISORS,LLC | History | No change | 5,670 | 367 | 0.19% | 0.15% | 181 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 67,833 | 365 | 0.02% | 0.01% | 182 | +28,031 | 70.43% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 5,567 | 360 | 0.0% | — | 183 | +5,567 | New | Q1 2026 | May 11, 2026 |
| Next Capital Management LLC | History | No change | 5,500 | 356 | 0.11% | 0.08% | 184 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 5,489 | 355 | 0.02% | 0.02% | 185 | -2,130 | -27.96% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 5,268 | 341 | 0.0% | 0.0% | 186 | -572 | -9.79% | Q1 2026 | May 05, 2026 |
| Legacy Wealth Partners, LLC | History | New | 5,178 | 335 | 0.08% | — | 189 | +5,178 | New | Q1 2026 | Apr 17, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 5,182 | 335 | 0.0% | 0.0% | 187 | -96 | -1.82% | Q1 2026 | May 14, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 5,315 | 335 | 0.07% | 0.06% | 188 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 5,068 | 328 | 0.0% | 0.0% | 190 | +34 | 0.68% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 5,025 | 325 | 0.01% | 0.0% | 191 | -820 | -14.03% | Q1 2026 | Apr 22, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 5,000 | 323 | 0.01% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Financial Private Client, LLC | History | No change | 4,968 | 321 | 0.11% | 0.08% | 193 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 4,938 | 319 | 0.01% | — | 194 | +4,938 | New | Q1 2026 | May 11, 2026 |
| Allegheny Financial Group | History | Reduced | 4,922 | 318 | 0.04% | 0.04% | 196 | -281 | -5.4% | Q1 2026 | Apr 16, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 4,925 | 318 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Wealth | History | New | 4,833 | 313 | 0.0% | — | 197 | +4,833 | New | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 4,778 | 309 | 0.01% | — | 199 | +4,778 | New | Q1 2026 | Apr 27, 2026 |
| Fisher Asset Management, LLC | History | New | 4,774 | 309 | 0.0% | — | 198 | +4,774 | New | Q1 2026 | May 05, 2026 |
| Independent Advisor Alliance | History | New | 4,502 | 291 | 0.0% | — | 200 | +4,502 | New | Q1 2026 | May 12, 2026 |
| Valmark Advisers, Inc. | History | Added to | 4,485 | 290 | 0.0% | 0.0% | 201 | +92 | 2.09% | Q1 2026 | May 01, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 4,474 | 289 | 0.08% | 0.06% | 202 | +16 | 0.36% | Q1 2026 | May 12, 2026 |
| Regal Investment Advisors LLC | History | New | 4,447 | 288 | 0.02% | — | 204 | +4,447 | New | Q1 2026 | May 14, 2026 |
| EQ LLC | History | Reduced | 4,462 | 288 | 0.08% | 0.08% | 203 | -1,574 | -26.08% | Q1 2026 | May 06, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 4,383 | 283 | 0.01% | 0.01% | 205 | -2,624 | -37.45% | Q1 2026 | May 14, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 4,319 | 279 | 0.12% | 0.09% | 206 | +12 | 0.28% | Q1 2026 | Apr 20, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 4,243 | 274 | 0.06% | 0.04% | 207 | -168 | -3.81% | Q1 2026 | Apr 06, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,222 | 273 | 0.0% | 0.0% | 208 | -355 | -7.76% | Q1 2026 | May 11, 2026 |
| Trilogy Capital Inc. | History | New | 4,209 | 272 | 0.01% | — | 209 | +4,209 | New | Q1 2026 | Apr 21, 2026 |
| May Barnhard Investments LLC | History | New | 4,202 | 272 | 0.13% | — | 210 | +4,202 | New | Q1 2026 | May 13, 2026 |
| Lantz Financial LLC | History | New | 4,193 | 271 | 0.06% | — | 211 | +4,193 | New | Q1 2026 | Apr 09, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 4,190 | 271 | 0.01% | — | 212 | +4,190 | New | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 4,180 | 270 | 0.0% | — | 213 | +4,180 | New | Q1 2026 | May 15, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | New | 4,148 | 268 | 0.03% | — | 214 | +4,148 | New | Q1 2026 | Apr 27, 2026 |
| Greenwich Wealth Management LLC | History | New | 4,110 | 266 | 0.01% | — | 215 | +4,110 | New | Q1 2026 | May 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | New | 4,018 | 260 | 0.01% | — | 216 | +4,018 | New | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | New | 4,000 | 259 | 0.0% | — | 217 | +4,000 | New | Q1 2026 | May 15, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | New | 3,964 | 256 | 0.1% | — | 218 | +3,964 | New | Q1 2026 | Apr 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 3,888 | 251 | 0.0% | — | 219 | +3,888 | New | Q1 2026 | May 08, 2026 |
| Holistic Financial Partners | History | New | 3,867 | 250 | 0.09% | — | 220 | +3,867 | New | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 3,822 | 247 | 0.01% | — | 221 | +3,822 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 3,788 | 245 | 0.0% | 0.0% | 222 | -770 | -16.89% | Q1 2026 | May 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 3,769 | 244 | 0.01% | — | 223 | +3,769 | New | Q1 2026 | Apr 28, 2026 |
| Summit Financial, LLC | History | New | 3,741 | 242 | 0.0% | — | 224 | +3,741 | New | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | New | 3,726 | 241 | 0.04% | — | 225 | +3,726 | New | Q1 2026 | Apr 16, 2026 |
| CHOREO, LLC | History | New | 3,726 | 241 | 0.0% | — | 226 | +3,726 | New | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 3,711 | 240 | 0.0% | — | 227 | +3,711 | New | Q1 2026 | Apr 28, 2026 |
| Financial Life Planners | History | New | 3,710 | 240 | 0.18% | — | 228 | +3,710 | New | Q1 2026 | Apr 24, 2026 |
| Milestone Asset Management Group, LLC | History | New | 3,705 | 239 | 0.14% | — | 229 | +3,705 | New | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | New | 3,654 | 236 | 0.01% | — | 230 | +3,654 | New | Q1 2026 | May 12, 2026 |
| Clear Creek Financial Management, LLC | History | New | 3,620 | 234 | 0.02% | — | 231 | +3,620 | New | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,554 | 230 | 0.0% | 0.0% | 232 | +3 | 0.08% | Q1 2026 | May 08, 2026 |
| Sprinkle Financial Consultants LLC | History | New | 3,497 | 226 | 0.1% | — | 233 | +3,497 | New | Q1 2026 | Apr 16, 2026 |
| SCOTIA CAPITAL INC. | History | New | 3,428 | 222 | 0.0% | — | 234 | +3,428 | New | Q1 2026 | May 13, 2026 |
| Well Done, LLC | History | New | 3,290 | 213 | 0.03% | — | 235 | +3,290 | New | Q1 2026 | Apr 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | New | 3,238 | 209 | 0.01% | — | 236 | +3,238 | New | Q1 2026 | Apr 15, 2026 |
| Detalus Advisors, LLC | History | New | 3,232 | 209 | 0.05% | — | 237 | +3,232 | New | Q1 2026 | Apr 22, 2026 |
| AGP FRANKLIN, LLC | History | New | 3,144 | 203 | 0.1% | — | 238 | +3,144 | New | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 4,256 | 202 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 4,186 | 198 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Investors Research Corp | History | No change | 3,050 | 197 | 0.04% | 0.03% | 241 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 2,490 | 161 | 0.01% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 2,482 | 160 | 0.14% | 0.11% | 243 | -185 | -6.94% | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 2,395 | 149 | 0.01% | 0.0% | 244 | +1,099 | 84.8% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,288 | 148 | 0.0% | 0.0% | 245 | +1,076 | 88.78% | Q1 2026 | May 15, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 2,229 | 144 | 0.07% | 0.03% | 246 | -11 | -0.49% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,012 | 143 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisors Preferred, LLC | History | New | 2,009 | 130 | 0.02% | — | 248 | +2,009 | New | Q1 2026 | May 05, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,998 | 129 | 0.01% | 0.01% | 249 | +238 | 13.52% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,903 | 123 | 0.04% | 0.03% | 250 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 1,890 | 122 | 0.06% | 0.05% | 251 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,778 | 115 | 0.03% | — | 252 | +1,778 | New | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,648 | 106 | 0.0% | 0.0% | 253 | +586 | 55.18% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | New | 1,594 | 103 | 0.0% | — | 254 | +1,594 | New | Q1 2026 | May 19, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,575 | 102 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WealthShield Partners, LLC | History | No change | 1,553 | 100 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 1,506 | 97 | 0.02% | 0.01% | 257 | +8 | 0.53% | Q1 2026 | May 20, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,471 | 95 | 0.01% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,452 | 94 | 0.0% | 0.0% | 259 | -751 | -34.09% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,389 | 89 | 0.0% | 0.0% | 260 | +689 | 98.43% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,366 | 88 | 0.0% | 0.0% | 261 | -53 | -3.74% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 1,338 | 86 | 0.0% | 0.0% | 262 | +4 | 0.3% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,270 | 82 | 0.01% | — | 264 | +1,270 | New | Q1 2026 | May 15, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 1,276 | 82 | 0.01% | 0.0% | 263 | +113 | 9.72% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,182 | 76 | 0.0% | — | 265 | +1,182 | New | Q1 2026 | May 13, 2026 |
| Nova Wealth Management, Inc. | History | New | 1,146 | 74 | 0.05% | — | 266 | +1,146 | New | Q1 2026 | Apr 14, 2026 |
| Triumph Capital Management | History | Reduced | 1,129 | 73 | 0.01% | 0.01% | 267 | -100 | -8.14% | Q1 2026 | May 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,140 | 73 | 0.02% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Global Assets Advisory, LLC | History | New | 1,354 | 72 | 0.02% | — | 269 | +1,354 | New | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,100 | 71 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | Added to | 1,084 | 70 | 0.0% | 0.0% | 271 | +3 | 0.28% | Q1 2026 | May 15, 2026 |
| Paladin Advisory Group, LLC | History | No change | 1,025 | 66 | 0.05% | 0.04% | 272 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,000 | 64 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bravera Wealth | History | No change | 969 | 62 | 0.03% | 0.02% | 274 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | Added to | 861 | 55 | 0.0% | 0.0% | 275 | +4 | 0.47% | Q1 2026 | May 06, 2026 |
| NBT BANK N A /NY | History | Added to | 839 | 54 | 0.0% | 0.0% | 276 | +791 | 1647.92% | Q1 2026 | Apr 28, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 849 | 54 | 0.01% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 692 | 44 | 0.02% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 660 | 42 | 0.0% | 0.0% | 279 | +320 | 94.12% | Q1 2026 | May 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 535 | 34 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Parkside Financial Bank & Trust | History | No change | 500 | 32 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Financial Management Professionals, Inc. | History | No change | 505 | 32 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Founders Financial Alliance, LLC | History | No change | 500 | 32 | 0.01% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 501 | 31 | 0.0% | — | 284 | +500 | 50000.0% | Q1 2026 | May 12, 2026 |
| LRI Investments, LLC | History | No change | 480 | 31 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 468 | 30 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 457 | 29 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Front Row Advisors LLC | History | No change | 450 | 29 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Register Financial Advisors LLC | History | No change | 425 | 27 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 432 | 27 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RMG Wealth Management LLC | History | New | 418 | 25 | 0.0% | — | 291 | +418 | New | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 507 | 24 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Signature Equity Partners, LLC | History | Added to | 357 | 23 | 0.01% | 0.01% | 293 | +2 | 0.56% | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 334 | 21 | 0.0% | 0.0% | 295 | -8 | -2.34% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | No change | 339 | 21 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 310 | 20 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 295 | 19 | 0.0% | 0.0% | 298 | +1 | 0.34% | Q1 2026 | Apr 24, 2026 |
| North Star Investment Management Corp. | History | No change | 300 | 19 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| New Republic Capital, LLC | History | No change | 294 | 19 | 0.01% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Independence Bank of Kentucky | History | Reduced | 293 | 18 | 0.0% | 0.0% | 300 | -60 | -17.0% | Q1 2026 | Apr 30, 2026 |