iSHARES TRUST - IYF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Reduced | 1,717,595 | 202,092 | 0.07% | 0.08% | 1 | -15,718 | -0.91% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,545,911 | 181,891 | 0.01% | 0.01% | 2 | -22,537 | -1.44% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,540,548 | 181,261 | 0.01% | 0.01% | 3 | -10,808 | -0.7% | Q1 2026 | May 15, 2026 |
| Phoenix Financial Ltd. | History | No change | 1,196,572 | 140,788 | 1.33% | 1.67% | 4 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 1,069,475 | 125,834 | 1.96% | 1.12% | 5 | +479,550 | 81.29% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 710,650 | 83,615 | 0.05% | 0.05% | 6 | +53,783 | 8.19% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 645,442 | 75,942 | 0.01% | 0.01% | 7 | +26,991 | 4.36% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 560,433 | 65,940 | 0.02% | 0.02% | 8 | -53,820 | -8.76% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 559,000 | 65,771 | 0.05% | — | 9 | +559,000 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 425,495 | 50,063 | 0.01% | 0.01% | 10 | -27,407 | -6.05% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 407,414 | 47,936 | 0.01% | 0.01% | 11 | -11,509 | -2.75% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 324,033 | 38,125 | 0.19% | 0.3% | 12 | -94,841 | -22.64% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 314,780 | 37,037 | 0.01% | 0.01% | 13 | +67,752 | 27.43% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 297,765 | 35,036 | 0.01% | 0.01% | 14 | +8,823 | 3.05% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 283,210 | 33,322 | 0.0% | 0.0% | 15 | -2,255 | -0.79% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Added to | 206,631 | 24,312 | 1.97% | 1.98% | 16 | +5,971 | 2.98% | Q1 2026 | Apr 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 199,475 | 23,470 | 0.03% | 0.04% | 17 | -15,190 | -7.08% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 191,709 | 22,556 | 0.09% | 0.1% | 18 | -3,274 | -1.68% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 168,436 | 19,818 | 0.08% | 0.09% | 19 | +3,567 | 2.16% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 151,549 | 17,831 | 0.03% | 0.03% | 20 | +10,253 | 7.26% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Reduced | 145,255 | 17,090 | 0.02% | 0.02% | 21 | -3,949 | -2.65% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 137,776 | 16,211 | 0.0% | 0.01% | 22 | -37,079 | -21.21% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 135,622 | 15,603 | 0.0% | 0.01% | 23 | -917,719 | -87.12% | Q1 2026 | May 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 116,943 | 13,759 | 0.83% | 0.89% | 24 | -339 | -0.29% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 114,417 | 13,462 | 0.0% | 0.0% | 25 | +22,391 | 24.33% | Q1 2026 | May 04, 2026 |
| XML Financial, LLC | History | Added to | 113,726 | 13,381 | 1.08% | 1.18% | 26 | +1,054 | 0.94% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 110,053 | 12,948 | 0.07% | 0.07% | 27 | +13,557 | 14.05% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 104,104 | 12,254 | 0.02% | 0.04% | 28 | -82,321 | -44.16% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 103,468 | 11,793 | 0.01% | 0.01% | 29 | +11,558 | 12.58% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 92,465 | 10,879 | 0.03% | 0.03% | 30 | -8,775 | -8.67% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 83,368 | 9,811 | 0.01% | 0.02% | 31 | -115,534 | -58.09% | Q1 2026 | May 12, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 78,407 | 9,225 | 0.13% | 0.77% | 32 | -285,046 | -78.43% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 74,433 | 8,767 | 0.05% | 0.06% | 33 | -1,276 | -1.69% | Q1 2026 | May 15, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 68,233 | 8,028 | 2.19% | 2.25% | 34 | +2,818 | 4.31% | Q1 2026 | Apr 27, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 67,586 | 7,952 | 0.0% | 0.02% | 35 | -205,224 | -75.23% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 56,786 | 6,681 | 0.03% | 0.04% | 36 | -3,366 | -5.6% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 56,587 | 6,658 | 0.17% | 0.0% | 37 | +56,576 | 514327.27% | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST Co | History | Reduced | 54,586 | 6,422 | 0.22% | 0.24% | 38 | -1,842 | -3.26% | Q1 2026 | Apr 06, 2026 |
| First Citizens Financial Corp | History | Reduced | 54,329 | 6,392 | 3.02% | 3.47% | 39 | -94 | -0.17% | Q1 2026 | Apr 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 54,302 | 6,389 | 0.0% | 0.02% | 40 | -308,578 | -85.04% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 52,008 | 6,119 | 0.0% | 0.0% | 41 | +28,566 | 121.86% | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 50,250 | 5,912 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 50,063 | 5,890 | 0.67% | 0.83% | 43 | -9,651 | -16.16% | Q1 2026 | Apr 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 47,056 | 5,537 | 0.01% | 0.01% | 44 | -892 | -1.86% | Q1 2026 | Apr 22, 2026 |
| Finley Financial, LLC | History | Reduced | 40,426 | 4,756 | 2.23% | 3.46% | 45 | -18,124 | -30.95% | Q1 2026 | Apr 22, 2026 |
| Ethos Financial Group, LLC | History | No change | 35,362 | 4,559 | 0.33% | 0.34% | 46 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Reduced | 38,394 | 4,517 | 0.0% | 0.01% | 47 | -173,267 | -81.86% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 34,868 | 4,494 | 0.03% | 0.03% | 48 | +1,967 | 5.98% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 37,957 | 4,466 | 0.14% | 0.16% | 49 | +1,312 | 3.58% | Q1 2026 | May 06, 2026 |
| HC Advisors, LLC | History | Added to | 36,542 | 4,299 | 2.88% | 3.22% | 50 | +494 | 1.37% | Q1 2026 | May 05, 2026 |
| Eagle Strategies LLC | History | Added to | 36,012 | 4,237 | 0.51% | 0.59% | 51 | +174 | 0.49% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 35,539 | 4,183 | 0.03% | 0.04% | 52 | -483 | -1.34% | Q1 2026 | May 14, 2026 |
| KKM Financial LLC | History | No change | 32,159 | 4,146 | 0.74% | 0.74% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 33,180 | 3,903 | 0.62% | 0.69% | 54 | -950 | -2.78% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Added to | 32,620 | 3,838 | 0.19% | 0.2% | 55 | +852 | 2.68% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 31,792 | 3,742 | 0.0% | 0.0% | 56 | +814 | 2.63% | Q1 2026 | May 05, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 31,137 | 3,663 | 0.28% | 0.31% | 57 | -702 | -2.2% | Q1 2026 | Apr 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 31,088 | 3,657 | 0.01% | 0.01% | 58 | +4,162 | 15.46% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 30,544 | 3,594 | 0.11% | — | 59 | +30,544 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 29,709 | 3,495 | 0.0% | 0.01% | 60 | -11,089 | -27.18% | Q1 2026 | May 13, 2026 |
| Safe Harbor Fiduciary, LLC | History | Added to | 27,682 | 3,257 | 3.1% | 1.72% | 61 | +12,611 | 83.68% | Q1 2026 | May 15, 2026 |
| Somerset Group LLC | History | Added to | 25,237 | 3,163 | 2.35% | 2.45% | 62 | +389 | 1.57% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Reduced | 26,590 | 3,128 | 0.07% | 0.47% | 63 | -137,071 | -83.75% | Q1 2026 | May 15, 2026 |
| Colony Family Offices, LLC | History | Reduced | 24,982 | 2,939 | 0.72% | 0.83% | 64 | -699 | -2.72% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | New | 24,128 | 2,838 | 0.0% | — | 65 | +24,128 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 23,990 | 2,822 | 0.07% | 0.08% | 66 | +46 | 0.19% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 24,245 | 2,789 | 0.1% | 0.13% | 67 | -1,969 | -7.51% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 23,684 | 2,786 | 0.0% | 0.0% | 68 | -898 | -3.65% | Q1 2026 | May 08, 2026 |
| Nvest Financial, LLC | History | Added to | 23,029 | 2,709 | 1.01% | 1.05% | 69 | +3,433 | 17.52% | Q1 2026 | Apr 28, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 22,191 | 2,605 | 0.72% | 0.78% | 70 | +1,671 | 8.14% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | Added to | 21,612 | 2,542 | 0.03% | 0.02% | 71 | +5,113 | 30.99% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 21,186 | 2,500 | 0.13% | 0.14% | 72 | -1,472 | -6.5% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 20,806 | 2,447 | 0.0% | 0.0% | 73 | +4,207 | 25.34% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Added to | 20,140 | 2,370 | 0.07% | 0.08% | 74 | +163 | 0.82% | Q1 2026 | Apr 06, 2026 |
| Bank of New York Mellon Corp | History | Added to | 19,492 | 2,293 | 0.0% | 0.0% | 75 | +6,439 | 49.33% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 18,973 | 2,232 | 0.0% | 0.01% | 76 | -14,647 | -43.57% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 18,867 | 2,219 | 0.02% | 0.01% | 77 | +7,098 | 60.31% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 18,685 | 2,198 | 0.02% | 0.07% | 78 | -33,053 | -63.89% | Q1 2026 | May 08, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 18,418 | 2,167 | 0.06% | 0.08% | 79 | -1,152 | -5.89% | Q1 2026 | Apr 09, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 18,062 | 2,125 | 0.01% | 0.01% | 80 | -215 | -1.18% | Q1 2026 | May 15, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 16,587 | 2,037 | 0.11% | 0.13% | 81 | -885 | -5.07% | Q1 2026 | Apr 17, 2026 |
| Financial Freedom, LLC | History | Added to | 16,591 | 1,952 | 0.97% | 0.56% | 82 | +7,874 | 90.33% | Q1 2026 | Apr 30, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Reduced | 16,428 | 1,932 | 1.06% | 1.1% | 83 | -1,230 | -6.97% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 16,390 | 1,928 | 0.01% | 0.01% | 84 | -227 | -1.37% | Q1 2026 | Apr 15, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | Reduced | 16,338 | 1,922 | 0.9% | 0.92% | 85 | -190 | -1.15% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 16,147 | 1,899 | 0.04% | 0.05% | 86 | -768 | -4.54% | Q1 2026 | May 01, 2026 |
| Allen Investment Management, LLC | History | No change | 15,835 | 1,864 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 15,712 | 1,848 | 0.12% | 0.13% | 88 | -217 | -1.36% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,167 | 1,784 | 0.0% | 0.01% | 89 | -1,575 | -9.41% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | No change | 15,022 | 1,767 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 14,928 | 1,756 | 0.82% | 1.19% | 91 | -6,015 | -28.72% | Q1 2026 | Apr 27, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 15,041 | 1,730 | 0.26% | 0.31% | 92 | -474 | -3.06% | Q1 2026 | May 07, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 14,501 | 1,706 | 0.16% | 0.16% | 93 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Essex LLC | History | Added to | 14,101 | 1,659 | 0.29% | 0.3% | 94 | +1,167 | 9.02% | Q1 2026 | Apr 24, 2026 |
| COMMERCE BANK | History | Added to | 13,808 | 1,624 | 0.01% | 0.01% | 95 | +3,238 | 30.63% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 13,687 | 1,610 | 0.0% | 0.0% | 96 | +22 | 0.16% | Q1 2026 | May 14, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 13,370 | 1,582 | 0.34% | 0.34% | 97 | +864 | 6.91% | Q1 2026 | Apr 08, 2026 |
| HRT FINANCIAL LP | History | New | 13,365 | 1,572 | 0.0% | — | 98 | +13,365 | New | Q1 2026 | May 14, 2026 |
| Gerald Baker Financial Group LLC | History | New | 13,279 | 1,562 | 0.49% | — | 99 | +13,279 | New | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 13,225 | 1,556 | 0.0% | 0.06% | 100 | -792,071 | -98.36% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 12,989 | 1,528 | 0.0% | 0.0% | 101 | +9 | 0.07% | Q1 2026 | May 08, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 12,798 | 1,505 | 0.16% | 0.14% | 103 | +2,491 | 24.17% | Q1 2026 | May 04, 2026 |
| GAM Holding AG | History | No change | 11,680 | 1,505 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quantinno Capital Management LP | History | Reduced | 12,649 | 1,488 | 0.0% | 0.0% | 104 | -324 | -2.5% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 15,945 | 1,459 | 0.0% | 0.0% | 105 | +39 | 0.25% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 11,939 | 1,405 | 0.02% | 0.02% | 106 | -199 | -1.64% | Q1 2026 | May 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 11,892 | 1,399 | 0.05% | 0.05% | 107 | -252 | -2.08% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 11,689 | 1,375 | 0.0% | 0.0% | 108 | -880 | -7.0% | Q1 2026 | May 14, 2026 |
| Prostatis Group LLC | History | Added to | 11,491 | 1,352 | 0.35% | 0.07% | 109 | +9,137 | 388.15% | Q1 2026 | May 12, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 11,485 | 1,351 | 0.69% | 0.62% | 110 | +56 | 0.49% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 11,418 | 1,343 | 0.01% | 0.01% | 111 | +336 | 3.03% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 11,352 | 1,335 | 0.01% | 0.0% | 112 | +6,105 | 116.35% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 11,322 | 1,332 | 0.87% | 1.06% | 113 | -649 | -5.42% | Q1 2026 | Apr 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 11,280 | 1,327 | 0.02% | 0.04% | 114 | -9,707 | -46.25% | Q1 2026 | Apr 14, 2026 |
| Nikulski Financial, Inc. | History | Added to | 10,992 | 1,293 | 0.32% | 0.34% | 115 | +3 | 0.03% | Q1 2026 | May 14, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 10,984 | 1,292 | 0.13% | 0.07% | 116 | +5,989 | 119.9% | Q1 2026 | May 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 10,977 | 1,291 | 0.2% | 0.23% | 117 | -57 | -0.52% | Q1 2026 | May 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 10,840 | 1,275 | 0.02% | 1.94% | 118 | -815,979 | -98.69% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,718 | 1,269 | 0.0% | 0.0% | 119 | -690 | -6.05% | Q1 2026 | Apr 08, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Added to | 10,772 | 1,267 | 0.39% | 0.45% | 120 | +351 | 3.37% | Q1 2026 | May 05, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 10,703 | 1,259 | 0.3% | 0.31% | 121 | +60 | 0.56% | Q1 2026 | Apr 17, 2026 |
| GTS SECURITIES LLC | History | New | 10,576 | 1,244 | 0.04% | — | 122 | +10,576 | New | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 10,513 | 1,236 | 0.03% | 0.04% | 123 | -102 | -0.96% | Q1 2026 | May 04, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 10,382 | 1,221 | 0.03% | 0.02% | 124 | +4,451 | 75.05% | Q1 2026 | Apr 07, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 10,135 | 1,192 | 0.01% | 0.02% | 125 | -314 | -3.01% | Q1 2026 | Apr 20, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 10,128 | 1,191 | 0.3% | 0.31% | 126 | +967 | 10.56% | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,901 | 1,164 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,789 | 1,151 | 0.0% | 0.0% | 128 | -2,669 | -21.42% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,516 | 1,119 | 0.02% | 0.02% | 129 | +571 | 6.38% | Q1 2026 | May 18, 2026 |
| STEPHENS INC /AR/ | History | Added to | 9,482 | 1,115 | 0.01% | 0.01% | 130 | +419 | 4.62% | Q1 2026 | Apr 28, 2026 |
| Tepp RIA, LLC | History | Added to | 9,288 | 1,092 | 0.86% | 0.96% | 131 | +1,791 | 23.89% | Q1 2026 | Apr 22, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 9,230 | 1,086 | 0.18% | — | 132 | +9,230 | New | Q1 2026 | Apr 16, 2026 |
| Wealth Management Partners, LLC | History | Added to | 9,162 | 1,078 | 0.31% | 0.34% | 133 | +31 | 0.34% | Q1 2026 | Apr 17, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 8,928 | 1,050 | 0.04% | 0.04% | 134 | +4 | 0.04% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 8,875 | 1,044 | 0.0% | 0.0% | 135 | -1,798 | -16.85% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 8,866 | 1,043 | 0.0% | 0.0% | 136 | -45 | -0.5% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,854 | 1,041 | 0.0% | 0.0% | 137 | +8,154 | 1164.86% | Q1 2026 | May 01, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 8,845 | 1,041 | 0.7% | 0.85% | 138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Acropolis Investment Management, LLC | History | No change | 8,770 | 1,031 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Genesee Capital Advisors, LLC | History | Reduced | 8,654 | 1,018 | 0.43% | 0.62% | 140 | -3,238 | -27.23% | Q1 2026 | Apr 22, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 8,625 | 1,014 | 0.13% | 0.11% | 141 | +1,720 | 24.91% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 8,319 | 979 | 0.01% | — | 142 | +8,319 | New | Q1 2026 | Apr 07, 2026 |
| Tidemark, LLC | History | Reduced | 8,200 | 964 | 0.24% | 0.32% | 143 | -425 | -4.93% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 8,180 | 963 | 0.0% | 0.0% | 144 | -481 | -5.55% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,130 | 956 | 0.01% | 0.01% | 145 | -156 | -1.88% | Q1 2026 | May 08, 2026 |
| Chesapeake Wealth Management | History | Reduced | 8,122 | 955 | 0.29% | 0.34% | 146 | -692 | -7.85% | Q1 2026 | May 18, 2026 |
| Phillip James Consulting Co. | History | New | 7,681 | 954 | 0.72% | — | 147 | +7,681 | New | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 7,968 | 937 | 0.0% | 0.0% | 148 | -239 | -2.91% | Q1 2026 | May 14, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 7,970 | 937 | 0.03% | 0.03% | 149 | +57 | 0.72% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Reduced | 7,724 | 908 | 0.0% | 0.07% | 150 | -91,949 | -92.25% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 7,677 | 903 | 0.01% | 0.02% | 151 | -417 | -5.15% | Q1 2026 | May 15, 2026 |
| Game Plan Financial Advisors, LLC | History | Added to | 7,520 | 884 | 0.4% | 0.3% | 152 | +1,720 | 29.66% | Q1 2026 | Apr 23, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,977 | 871 | 0.02% | 0.02% | 153 | +34 | 0.49% | Q1 2026 | May 04, 2026 |
| Wealth Management Associates, Inc. | History | Added to | 7,389 | 869 | 0.3% | 0.33% | 154 | +15 | 0.2% | Q1 2026 | May 13, 2026 |
| HF Advisory Group, LLC | History | Reduced | 7,263 | 854 | 0.29% | 0.34% | 155 | -303 | -4.0% | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | Reduced | 7,191 | 846 | 0.02% | 0.02% | 156 | -388 | -5.12% | Q1 2026 | May 15, 2026 |
| Glenview Trust Co | History | Reduced | 7,099 | 835 | 0.01% | 0.02% | 157 | -1,921 | -21.3% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 6,430 | 829 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Haverford Trust Co | History | No change | 7,041 | 828 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Empirical Asset Management, LLC | History | Added to | 6,997 | 823 | 0.22% | 0.25% | 160 | +100 | 1.45% | Q1 2026 | May 11, 2026 |
| HFG Advisors, Inc. | History | No change | 6,981 | 821 | 0.58% | 0.65% | 161 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 6,962 | 819 | 0.06% | 0.04% | 162 | +2,133 | 44.17% | Q1 2026 | May 12, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 6,814 | 801 | 0.03% | 0.04% | 163 | -212 | -3.02% | Q1 2026 | Apr 28, 2026 |
| LPWM LLC | History | Added to | 6,786 | 798 | 0.2% | 0.16% | 164 | +1,915 | 39.31% | Q1 2026 | Apr 08, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 6,113 | 788 | 0.47% | 0.47% | 165 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 6,676 | 785 | 0.0% | 0.0% | 166 | -3,822 | -36.41% | Q1 2026 | May 13, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 6,669 | 784 | 0.01% | 0.01% | 167 | -14 | -0.21% | Q1 2026 | May 01, 2026 |
| Csenge Advisory Group | History | Reduced | 6,489 | 763 | 0.03% | 0.04% | 168 | -294 | -4.33% | Q1 2026 | Apr 30, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,481 | 762 | 0.05% | 0.06% | 169 | +81 | 1.27% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 6,430 | 756 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 6,376 | 750 | 0.34% | 0.36% | 171 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Asset One Wealth Management LLC | History | Reduced | 5,944 | 744 | 0.08% | 0.12% | 172 | -723 | -10.84% | Q1 2026 | May 12, 2026 |
| May Barnhard Investments LLC | History | Added to | 6,224 | 732 | 0.36% | 0.38% | 173 | +1 | 0.02% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 6,139 | 722 | 0.0% | 0.0% | 174 | -239 | -3.75% | Q1 2026 | May 14, 2026 |
| ALLSTATE CORP | History | Reduced | 6,000 | 705 | 0.01% | 0.02% | 175 | -2,650 | -30.64% | Q1 2026 | May 11, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Reduced | 5,925 | 697 | 0.16% | 0.18% | 176 | -270 | -4.36% | Q1 2026 | Apr 16, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,915 | 695 | 0.02% | 0.02% | 177 | -250 | -4.06% | Q1 2026 | May 15, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Added to | 5,862 | 689 | 0.12% | 0.12% | 178 | +329 | 5.95% | Q1 2026 | Apr 21, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | New | 5,809 | 683 | 0.48% | — | 179 | +5,809 | New | Q1 2026 | Apr 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 5,794 | 681 | 0.02% | 0.02% | 180 | +7 | 0.12% | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,771 | 679 | 0.08% | — | 181 | +5,771 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,700 | 670 | 0.0% | 0.0% | 184 | -19,379 | -77.27% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 5,700 | 670 | 0.0% | 0.0% | 183 | -10,000 | -63.69% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 5,695 | 670 | 0.02% | 0.05% | 185 | -3,731 | -39.58% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 5,702 | 670 | 0.02% | 0.02% | 182 | -986 | -14.74% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 5,589 | 657 | 0.0% | 0.0% | 186 | -23,947 | -81.08% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 5,586 | 657 | 0.03% | — | 188 | +5,586 | New | Q1 2026 | Apr 28, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 5,589 | 657 | 0.02% | 0.03% | 187 | -511 | -8.38% | Q1 2026 | May 06, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 5,514 | 648 | 0.3% | 0.31% | 189 | +259 | 4.93% | Q1 2026 | Apr 16, 2026 |
| Ironwood Financial, llc | History | Reduced | 5,500 | 647 | 0.11% | 0.13% | 190 | -164 | -2.9% | Q1 2026 | Apr 16, 2026 |
| Retirement Planning Group, LLC | History | Added to | 5,450 | 641 | 0.02% | 0.02% | 191 | +793 | 17.03% | Q1 2026 | May 04, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 5,452 | 641 | 0.26% | 0.29% | 192 | -260 | -4.55% | Q1 2026 | Apr 23, 2026 |
| FineMark National Bank & Trust | History | No change | 4,934 | 636 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 5,394 | 634 | 0.01% | 0.02% | 194 | -538 | -9.07% | Q1 2026 | May 15, 2026 |
| Redwood Financial Network Corp | History | Reduced | 5,377 | 632 | 0.41% | 0.47% | 195 | -334 | -5.85% | Q1 2026 | May 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Added to | 5,271 | 620 | 0.17% | 0.17% | 196 | +911 | 20.89% | Q1 2026 | Apr 09, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 5,244 | 617 | 0.03% | 0.03% | 197 | +23 | 0.44% | Q1 2026 | Apr 30, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 5,201 | 611 | 0.01% | 0.01% | 198 | -37 | -0.71% | Q1 2026 | Apr 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 5,185 | 610 | 0.27% | 1.69% | 199 | -23,758 | -82.09% | Q1 2026 | Apr 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,156 | 606 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sargent Investment Group, LLC | History | No change | 5,130 | 603 | 0.08% | 0.08% | 201 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 5,070 | 596 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,016 | 592 | 0.01% | 0.0% | 203 | +2,139 | 74.35% | Q1 2026 | Apr 07, 2026 |
| Visionary Wealth Advisors | History | No change | 5,031 | 591 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Triton Wealth Management, PLLC | History | Added to | 4,907 | 582 | 0.22% | 0.23% | 205 | +182 | 3.85% | Q1 2026 | May 01, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 4,929 | 579 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,892 | 575 | 0.01% | 0.05% | 207 | -25,985 | -84.16% | Q1 2026 | Apr 28, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 4,891 | 575 | 0.14% | 0.08% | 208 | +2,467 | 101.77% | Q1 2026 | May 01, 2026 |
| GDS Wealth Management | History | Added to | 4,879 | 574 | 0.03% | 0.04% | 209 | +263 | 5.7% | Q1 2026 | Apr 27, 2026 |
| Simmons Bank | History | Reduced | 4,845 | 570 | 0.04% | 0.05% | 210 | -430 | -8.15% | Q1 2026 | Apr 23, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | Added to | 4,811 | 566 | 0.27% | 0.28% | 211 | +330 | 7.36% | Q1 2026 | May 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 4,754 | 559 | 0.03% | 0.12% | 212 | -12,697 | -72.76% | Q1 2026 | Apr 13, 2026 |
| WESPAC Advisors, LLC | History | No change | 4,669 | 549 | 0.3% | 0.33% | 213 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Samara Investment Management, LLC | History | New | 4,534 | 533 | 0.55% | — | 214 | +4,534 | New | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 4,510 | 530 | 0.0% | 0.0% | 215 | -989 | -17.99% | Q1 2026 | May 05, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,090 | 527 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Zhang Financial LLC | History | New | 4,458 | 524 | 0.02% | — | 218 | +4,458 | New | Q1 2026 | May 06, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 4,459 | 524 | 0.08% | 0.09% | 217 | +3 | 0.07% | Q1 2026 | May 07, 2026 |
| Gallagher Capital Advisors, LLC | History | New | 6,323 | 510 | 0.34% | — | 220 | +6,323 | New | Q1 2026 | May 05, 2026 |
| LRI Investments, LLC | History | No change | 4,343 | 510 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| M&T BANK CORP | History | No change | 4,268 | 502 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 4,222 | 496 | 0.38% | 0.41% | 222 | -73 | -1.7% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,199 | 494 | 0.01% | 0.19% | 223 | -100,486 | -95.99% | Q1 2026 | May 15, 2026 |
| Gryphon Financial Partners LLC | History | No change | 4,151 | 488 | 0.05% | 0.06% | 224 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 4,122 | 484 | 0.07% | 0.08% | 225 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 4,084 | 480 | 0.0% | 0.0% | 226 | -284 | -6.5% | Q1 2026 | May 13, 2026 |
| Capital Wealth Alliance, LLC | History | Reduced | 4,037 | 474 | 0.21% | 0.23% | 227 | -71 | -1.73% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 4,075 | 468 | 0.03% | 0.02% | 228 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 3,961 | 466 | 0.13% | 0.14% | 229 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 3,924 | 461 | 0.08% | 0.11% | 230 | -1,095 | -21.82% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,899 | 458 | 0.0% | 0.0% | 231 | -433 | -10.0% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,895 | 458 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lighthouse Financial LLC | History | No change | 3,900 | 458 | 0.28% | 0.33% | 233 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 3,884 | 456 | 0.01% | 0.01% | 234 | +181 | 4.89% | Q1 2026 | Apr 27, 2026 |
| Unified Investment Management | History | No change | 3,854 | 453 | 0.46% | 0.5% | 235 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 3,845 | 452 | 0.09% | 0.09% | 236 | -362 | -8.6% | Q1 2026 | May 20, 2026 |
| Apollon Financial, LLC | History | No change | 3,755 | 441 | 0.06% | 0.07% | 237 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 3,734 | 439 | 0.0% | 0.0% | 238 | +3,374 | 937.22% | Q1 2026 | May 13, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 3,736 | 439 | 0.07% | 0.07% | 239 | -1 | -0.03% | Q1 2026 | May 05, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 3,727 | 438 | 0.05% | 0.05% | 240 | -235 | -5.93% | Q1 2026 | Apr 21, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 3,720 | 437 | 0.01% | — | 241 | +3,720 | New | Q1 2026 | May 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 3,701 | 435 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cascade Wealth Advisors, Inc | History | Added to | 3,538 | 433 | 0.19% | 0.21% | 243 | +11 | 0.31% | Q1 2026 | May 11, 2026 |
| Americana Partners, LLC | History | Added to | 3,651 | 429 | 0.01% | 0.01% | 244 | +1,824 | 99.84% | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | Added to | 3,598 | 423 | 0.01% | 0.01% | 245 | +192 | 5.64% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 3,587 | 422 | 0.01% | 0.01% | 246 | -150 | -4.01% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 3,540 | 416 | 0.01% | — | 247 | +3,540 | New | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 3,432 | 403 | 0.0% | 0.0% | 248 | +564 | 19.67% | Q1 2026 | May 04, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 3,434 | 403 | 0.11% | 0.12% | 249 | +5 | 0.15% | Q1 2026 | May 12, 2026 |
| Jacobs Equity LLC | History | Reduced | 3,417 | 402 | 0.36% | 0.43% | 250 | -51 | -1.47% | Q1 2026 | May 14, 2026 |
| CATHY PARETO & ASSOCIATES, INC | History | Reduced | 3,399 | 399 | 0.27% | 0.34% | 252 | -364 | -9.67% | Q1 2026 | Apr 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 3,399 | 399 | 0.15% | 0.17% | 251 | -316 | -8.51% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 3,383 | 398 | 0.01% | 0.02% | 253 | -173 | -4.87% | Q1 2026 | Apr 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 3,361 | 395 | 0.0% | 0.0% | 254 | -146 | -4.16% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 3,316 | 390 | 0.01% | 0.01% | 256 | +547 | 19.75% | Q1 2026 | May 14, 2026 |
| Urban Wealth Management, LLC | History | Reduced | 3,315 | 390 | 0.4% | 0.41% | 255 | -70 | -2.07% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,286 | 386 | 0.0% | 0.0% | 257 | +301 | 10.08% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 3,279 | 385 | 0.02% | 0.02% | 258 | +11 | 0.34% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 3,239 | 381 | 0.01% | 0.01% | 260 | -273 | -7.77% | Q1 2026 | Apr 17, 2026 |
| Atlas Brown,Inc. | History | Reduced | 3,239 | 381 | 0.11% | 0.13% | 259 | -100 | -2.99% | Q1 2026 | Apr 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 3,239 | 381 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 3,197 | 376 | 0.0% | 0.0% | 263 | -472,489 | -99.33% | Q1 2026 | May 13, 2026 |
| DAGCO, INC. | History | No change | 3,200 | 376 | 0.08% | 0.1% | 262 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Vivaldi Capital Management LP | History | Reduced | 3,163 | 372 | 0.05% | 0.07% | 265 | -1,086 | -25.56% | Q1 2026 | May 14, 2026 |
| FIRST MERCHANTS CORP | History | No change | 3,165 | 372 | 0.01% | 0.02% | 264 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Shared Vision Wealth Group LLC | History | New | 3,159 | 371 | 0.15% | — | 267 | +3,159 | New | Q1 2026 | May 06, 2026 |
| TrueWealth Advisors, LLC | History | No change | 3,155 | 371 | 0.09% | 0.11% | 266 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| JT Stratford LLC | History | Added to | 3,146 | 370 | 0.05% | 0.05% | 268 | +229 | 7.85% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 3,129 | 369 | 0.0% | 0.0% | 270 | +995 | 46.63% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,137 | 369 | 0.0% | 0.0% | 269 | -36 | -1.13% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | New | 3,129 | 368 | 0.0% | — | 273 | +3,129 | New | Q1 2026 | May 12, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 3,132 | 368 | 0.02% | 0.03% | 272 | +15 | 0.48% | Q1 2026 | Apr 29, 2026 |
| Summit Trail Advisors, LLC | History | No change | 3,134 | 368 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | Reduced | 3,127 | 367 | 0.01% | 0.01% | 274 | -764 | -19.64% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 3,119 | 366 | 0.0% | 0.01% | 275 | +70 | 2.3% | Q1 2026 | Apr 23, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 3,118 | 366 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 3,113 | 366 | 0.08% | 0.09% | 277 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 3,107 | 365 | 0.01% | 0.01% | 278 | -430 | -12.16% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | No change | 3,082 | 362 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HCR Wealth Advisors | History | Reduced | 3,072 | 361 | 0.04% | 0.05% | 280 | -696 | -18.47% | Q1 2026 | Apr 21, 2026 |
| Decker Wealth Management LLC | History | No change | 3,076 | 361 | 0.08% | 0.09% | 281 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 3,048 | 358 | 0.03% | 0.03% | 282 | +11 | 0.36% | Q1 2026 | Apr 24, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 3,039 | 357 | 0.0% | — | 284 | +3,039 | New | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,775 | 357 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Key Client Fiduciary Advisors, LLC | History | Added to | 3,025 | 355 | 0.12% | 0.13% | 285 | +15 | 0.5% | Q1 2026 | Apr 09, 2026 |
| SMITH, MOORE & CO. | History | No change | 2,967 | 349 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,933 | 345 | 0.0% | 0.0% | 287 | +285 | 10.76% | Q1 2026 | May 01, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Reduced | 2,939 | 345 | 0.17% | 0.12% | 289 | -20 | -0.68% | Q1 2026 | Apr 24, 2026 |
| Regal Investment Advisors LLC | History | No change | 2,940 | 345 | 0.02% | 0.02% | 288 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 2,910 | 342 | 0.0% | 0.0% | 290 | +1,005 | 52.76% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 2,862 | 336 | 0.0% | — | 291 | +2,862 | New | Q1 2026 | May 15, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 2,816 | 331 | 0.14% | 0.2% | 293 | -385 | -12.03% | Q1 2026 | Apr 17, 2026 |
| Investment Advisory Group, LLC | History | Added to | 2,817 | 331 | 0.08% | 0.09% | 292 | +101 | 3.72% | Q1 2026 | Apr 22, 2026 |
| WULFF, HANSEN & CO. | History | No change | 2,775 | 326 | 0.33% | 0.3% | 294 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 2,762 | 324 | 0.0% | 0.0% | 295 | -1,482 | -34.92% | Q1 2026 | May 15, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 2,754 | 324 | 0.02% | 0.02% | 296 | +854 | 44.95% | Q1 2026 | Apr 10, 2026 |
| Dakota Wealth Management | History | Added to | 2,761 | 324 | 0.01% | 0.01% | 297 | +301 | 12.24% | Q1 2026 | May 07, 2026 |
| Archer Investment Corp | History | No change | 2,720 | 320 | 0.07% | 0.08% | 298 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 2,711 | 319 | 0.01% | 0.02% | 299 | +1,060 | 64.2% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,684 | 315 | 0.01% | 0.01% | 300 | +6 | 0.22% | Q1 2026 | Apr 20, 2026 |