iSHARES TRUST - IYG
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | History | Added to | 2,179,071 | 180,514 | 1.57% | 0.48% | 1 | +1,646,991 | 309.54% | Q1 2026 | May 14, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,478,087 | 122,444 | 1.89% | 2.2% | 2 | +29,066 | 2.01% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,393,596 | 112,630 | 0.01% | 0.01% | 3 | +361,875 | 35.07% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,246,197 | 103,234 | 0.03% | 0.04% | 4 | -82,889 | -6.24% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 1,034,389 | 85,688 | 0.01% | 0.01% | 5 | -45,460 | -4.21% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,033,322 | 85,600 | 0.01% | 0.01% | 6 | +11,565 | 1.13% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 896,103 | 74,233 | 1.35% | 0.97% | 7 | +319,680 | 55.46% | Q1 2026 | May 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 765,330 | 63,399 | 0.91% | 0.92% | 8 | +162,240 | 26.9% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 470,278 | 38,957 | 0.0% | 0.0% | 9 | -5,262 | -1.11% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 467,459 | 38,724 | 0.01% | 0.01% | 10 | -12,482 | -2.6% | Q1 2026 | May 06, 2026 |
| Kozak & Associates, Inc. | History | Added to | 430,383 | 37,443 | 7.3% | 7.66% | 11 | +9,858 | 2.34% | Q1 2026 | Apr 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 450,567 | 37,325 | 0.01% | 0.01% | 12 | +707 | 0.16% | Q1 2026 | May 14, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 428,700 | 35,513 | 1.53% | 1.6% | 13 | +12,132 | 2.91% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 419,852 | 34,780 | 0.01% | 0.01% | 14 | -23,942 | -5.39% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 365,312 | 30,262 | 0.47% | 0.4% | 15 | +69,405 | 23.46% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 355,166 | 29,421 | 0.01% | 0.01% | 16 | +239 | 0.07% | Q1 2026 | May 11, 2026 |
| Circle Wealth Management, LLC | History | No change | 294,600 | 24,404 | 0.35% | 0.42% | 17 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 224,825 | 18,624 | 0.05% | 0.06% | 18 | -28,890 | -11.39% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 208,916 | 17,306 | 0.08% | 0.08% | 19 | +30,308 | 16.97% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 199,385 | 16,532 | 0.0% | 0.0% | 20 | -28,416 | -12.47% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 198,083 | 16,409 | 0.04% | 0.04% | 21 | -6,284 | -3.07% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 187,495 | 15,532 | 0.01% | 0.01% | 22 | +20,826 | 12.5% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 186,900 | 15,482 | 0.01% | — | 23 | +186,900 | New | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 148,491 | 12,300 | 0.17% | 0.22% | 24 | -2,450 | -1.62% | Q1 2026 | May 01, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Reduced | 147,679 | 12,233 | 1.65% | 1.83% | 25 | -355 | -0.24% | Q1 2026 | May 15, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 127,826 | 11,005 | 1.53% | 1.63% | 26 | +5,409 | 4.42% | Q1 2026 | Apr 13, 2026 |
| SAM Advisors, LLC | History | Added to | 115,906 | 9,601 | 3.01% | 3.31% | 27 | +2,453 | 2.16% | Q1 2026 | Apr 29, 2026 |
| UBS Group AG | History | Reduced | 111,193 | 9,211 | 0.0% | 0.0% | 28 | -1,304 | -1.16% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 101,335 | 8,394 | 0.04% | 0.05% | 29 | +20,703 | 25.68% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 97,251 | 8,056 | 0.01% | 0.01% | 30 | -5,569 | -5.42% | Q1 2026 | May 12, 2026 |
| Howard Capital Management Group, LLC | History | Added to | 94,103 | 7,795 | 0.52% | 0.54% | 31 | +973 | 1.04% | Q1 2026 | Apr 15, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 77,515 | 6,421 | 0.89% | 0.77% | 32 | +17,698 | 29.59% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 77,399 | 6,412 | 0.01% | 0.01% | 33 | +13,140 | 20.45% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 72,600 | 6,014 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 72,468 | 6,003 | 0.02% | 0.03% | 35 | +666 | 0.93% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 67,060 | 5,555 | 0.02% | 0.02% | 36 | +1,091 | 1.65% | Q1 2026 | May 13, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 66,320 | 5,493 | 1.98% | 1.7% | 37 | +15,524 | 30.56% | Q1 2026 | Apr 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 59,365 | 4,917 | 0.01% | 0.01% | 38 | -6,430 | -9.77% | Q1 2026 | Apr 27, 2026 |
| Independent Advisor Alliance | History | New | 56,775 | 4,703 | 0.05% | — | 39 | +56,775 | New | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 54,751 | 4,535 | 0.05% | 0.05% | 40 | +5,903 | 12.08% | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Added to | 51,002 | 4,225 | 0.0% | 0.0% | 41 | +1,889 | 3.85% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 50,000 | 4,142 | 0.0% | — | 42 | +50,000 | New | Q1 2026 | May 12, 2026 |
| Prostatis Group LLC | History | New | 48,379 | 4,007 | 1.03% | — | 43 | +48,379 | New | Q1 2026 | May 12, 2026 |
| Bernard Wealth Management Corp. | History | Reduced | 46,114 | 3,820 | 1.63% | 1.73% | 44 | -110 | -0.24% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 44,979 | 3,726 | 0.03% | 0.02% | 45 | +12,885 | 40.15% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 46,087 | 3,692 | 0.0% | 0.0% | 46 | +4,884 | 11.85% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 42,435 | 3,515 | 0.08% | 0.11% | 47 | -4,738 | -10.04% | Q1 2026 | May 15, 2026 |
| Storen Legacy Partners, LLC | History | New | 41,908 | 3,471 | 1.09% | — | 48 | +41,908 | New | Q1 2026 | Apr 22, 2026 |
| Wallace Hart LLC | History | New | 38,609 | 3,198 | 4.41% | — | 49 | +38,609 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 38,336 | 3,175 | 0.0% | 0.0% | 50 | -646 | -1.66% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 37,156 | 3,077 | 0.0% | 0.0% | 51 | -11,689 | -23.93% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 36,696 | 3,032 | 0.0% | 0.0% | 52 | +11,108 | 43.41% | Q1 2026 | May 13, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 31,228 | 2,586 | 0.14% | 0.17% | 53 | -198 | -0.63% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 30,279 | 2,508 | 0.03% | 0.04% | 54 | +1,332 | 4.6% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 29,575 | 2,449 | 0.09% | 0.03% | 55 | +18,603 | 169.55% | Q1 2026 | May 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | New | 28,619 | 2,370 | 1.04% | — | 56 | +28,619 | New | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | Added to | 26,562 | 2,200 | 0.04% | 0.0% | 57 | +24,256 | 1051.86% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 26,523 | 2,197 | 0.0% | 0.0% | 58 | -5,600 | -17.43% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 22,922 | 2,114 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 25,008 | 2,071 | 0.13% | 0.15% | 60 | +124 | 0.5% | Q1 2026 | Apr 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 24,354 | 2,016 | 0.0% | 0.0% | 61 | +385 | 1.61% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 23,489 | 1,945 | 0.01% | 0.0% | 62 | +19,391 | 473.18% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 23,341 | 1,933 | 0.0% | 0.03% | 63 | -146,001 | -86.22% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 23,055 | 1,909 | 0.0% | 0.0% | 64 | +224 | 0.98% | Q1 2026 | May 12, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 22,174 | 1,836 | 0.07% | 0.07% | 65 | -365 | -1.62% | Q1 2026 | Apr 14, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 21,226 | 1,758 | 0.11% | 0.11% | 66 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 20,830 | 1,725 | 0.11% | 0.12% | 67 | +497 | 2.44% | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | New | 19,927 | 1,650 | 0.0% | — | 68 | +19,927 | New | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | No change | 19,797 | 1,639 | 0.04% | 0.04% | 69 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,524 | 1,617 | 0.01% | 0.01% | 70 | +2,378 | 13.87% | Q1 2026 | Apr 30, 2026 |
| STEPHENS INC /AR/ | History | No change | 18,259 | 1,512 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | Added to | 16,167 | 1,491 | 0.01% | 0.01% | 72 | +255 | 1.6% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 17,968 | 1,488 | 0.03% | 0.02% | 73 | +8,767 | 95.28% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 17,531 | 1,452 | 0.04% | 0.0% | 74 | +16,054 | 1086.93% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 16,618 | 1,376 | 0.0% | 0.0% | 75 | +511 | 3.17% | Q1 2026 | May 15, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 16,292 | 1,349 | 0.15% | 0.16% | 76 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 16,125 | 1,335 | 0.07% | 0.06% | 77 | +3,365 | 26.37% | Q1 2026 | Apr 13, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 14,385 | 1,327 | 0.1% | 0.1% | 78 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 15,750 | 1,304 | 0.01% | 0.02% | 79 | -210 | -1.32% | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 14,940 | 1,238 | 0.04% | — | 80 | +14,940 | New | Q1 2026 | May 15, 2026 |
| OMNI 360 Wealth, Inc. | History | Reduced | 14,798 | 1,225 | 0.63% | 0.71% | 81 | -271 | -1.8% | Q1 2026 | Apr 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 14,243 | 1,180 | 0.0% | 0.0% | 82 | -2,314 | -13.98% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | No change | 14,111 | 1,168 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 13,984 | 1,156 | 0.01% | 0.01% | 84 | +420 | 3.1% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | No change | 13,104 | 1,085 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 12,844 | 1,063 | 0.75% | 0.85% | 86 | -42 | -0.33% | Q1 2026 | Apr 17, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 12,720 | 1,053 | 0.48% | 0.52% | 87 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Added to | 12,046 | 997 | 0.42% | 0.43% | 88 | +32 | 0.27% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Added to | 11,289 | 935 | 0.0% | 0.0% | 89 | +255 | 2.31% | Q1 2026 | May 14, 2026 |
| Sequent Planning LLC | History | Added to | 11,081 | 917 | 0.22% | 0.23% | 90 | +1,305 | 13.35% | Q1 2026 | Apr 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 11,019 | 912 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 10,722 | 888 | 0.01% | 0.01% | 92 | +1,291 | 13.69% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Added to | 10,690 | 885 | 0.0% | 0.01% | 93 | +613 | 6.08% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,559 | 874 | 0.0% | 0.0% | 94 | +2,229 | 26.76% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 10,531 | 872 | 0.0% | 0.0% | 95 | +1,633 | 18.35% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Added to | 10,505 | 870 | 0.0% | 0.0% | 96 | +982 | 10.31% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 10,429 | 863 | 0.01% | 0.02% | 97 | -125 | -1.18% | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 9,791 | 811 | 0.0% | 0.0% | 98 | -22,088 | -69.29% | Q1 2026 | May 07, 2026 |
| Mosley Wealth Management | History | Added to | 8,631 | 773 | 0.35% | 0.35% | 99 | +1 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 9,134 | 756 | 0.0% | 0.0% | 100 | -12 | -0.13% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 9,059 | 751 | 0.06% | 0.06% | 101 | -11 | -0.12% | Q1 2026 | Apr 27, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 8,336 | 690 | 0.02% | 0.01% | 102 | +5,850 | 235.32% | Q1 2026 | Apr 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,268 | 684 | 0.0% | 0.0% | 103 | +28 | 0.34% | Q1 2026 | May 15, 2026 |
| Cordatus Wealth Management LLC | History | No change | 8,256 | 683 | 0.16% | 0.18% | 104 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quadrant Private Wealth Management, LLC | History | Added to | 7,457 | 617 | 0.1% | 0.11% | 105 | +101 | 1.37% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Added to | 7,383 | 611 | 0.0% | 0.0% | 106 | +1,039 | 16.38% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,152 | 594 | 0.0% | 0.0% | 107 | -3,943 | -35.54% | Q1 2026 | Apr 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,155 | 592 | 0.0% | 0.0% | 108 | +952 | 15.35% | Q1 2026 | May 15, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 7,052 | 584 | 0.49% | 0.55% | 109 | +16 | 0.23% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Added to | 6,956 | 576 | 0.0% | 0.0% | 110 | +9 | 0.13% | Q1 2026 | May 15, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 6,905 | 572 | 0.47% | 0.51% | 111 | -71 | -1.02% | Q1 2026 | Apr 22, 2026 |
| Financial Partners Group, Inc | History | Reduced | 6,856 | 567 | 0.07% | 0.07% | 112 | -86 | -1.24% | Q1 2026 | Apr 10, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 6,593 | 548 | 0.12% | 0.13% | 113 | -79 | -1.18% | Q1 2026 | Apr 08, 2026 |
| BANK HAPOALIM BM | History | Reduced | 6,372 | 528 | 0.08% | 0.06% | 114 | -560 | -8.08% | Q1 2026 | May 04, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 6,231 | 516 | 0.14% | 0.16% | 115 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Investmark Advisory Group LLC | History | Added to | 6,220 | 515 | 0.22% | 0.24% | 116 | +21 | 0.34% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | No change | 6,207 | 514 | 0.05% | 0.06% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | Reduced | 6,134 | 508 | 0.03% | 0.03% | 118 | -609 | -9.03% | Q1 2026 | May 14, 2026 |
| Objective Capital Management, LLC | History | Added to | 5,865 | 485 | 0.49% | 0.55% | 119 | +2 | 0.03% | Q1 2026 | May 04, 2026 |
| New Insight Wealth Advisors | History | Reduced | 5,834 | 483 | 0.17% | 0.19% | 120 | -39 | -0.66% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 5,400 | 447 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,351 | 443 | 0.0% | 0.0% | 122 | -3,207 | -37.47% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,326 | 441 | 0.0% | 0.0% | 123 | +211 | 4.13% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,122 | 424 | 0.01% | 0.01% | 124 | -635 | -11.03% | Q1 2026 | May 11, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 4,945 | 409 | 0.01% | 0.01% | 125 | -444 | -8.24% | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Reduced | 4,903 | 406 | 0.0% | 0.0% | 126 | -13 | -0.26% | Q1 2026 | May 15, 2026 |
| Horizon Family Wealth, Inc. | History | Added to | 4,865 | 403 | 0.21% | 0.23% | 127 | +151 | 3.2% | Q1 2026 | May 08, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 4,874 | 403 | 0.04% | 0.05% | 128 | -67 | -1.36% | Q1 2026 | Apr 21, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 4,810 | 398 | 0.03% | — | 129 | +4,810 | New | Q1 2026 | May 07, 2026 |
| PUREfi Wealth, LLC | History | New | 4,798 | 397 | 0.26% | — | 130 | +4,798 | New | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 4,786 | 396 | 0.0% | 0.0% | 131 | +188 | 4.09% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,657 | 385 | 0.01% | 0.02% | 132 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KKM Financial LLC | History | No change | 4,153 | 383 | 0.07% | 0.07% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 4,580 | 379 | 0.0% | — | 135 | +4,580 | New | Q1 2026 | May 15, 2026 |
| Register Financial Advisors LLC | History | Added to | 4,581 | 379 | 0.14% | 0.16% | 134 | +11 | 0.24% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 4,444 | 368 | 0.02% | 0.02% | 136 | -31 | -0.69% | Q1 2026 | Apr 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,318 | 357 | 0.01% | 0.0% | 137 | +2,741 | 173.81% | Q1 2026 | May 15, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 4,274 | 354 | 0.08% | 0.07% | 138 | +961 | 29.01% | Q1 2026 | Apr 20, 2026 |
| Summit Financial, LLC | History | New | 4,247 | 351 | 0.0% | — | 139 | +4,247 | New | Q1 2026 | May 15, 2026 |
| Accredited Investors Inc. | History | New | 4,182 | 346 | 0.02% | — | 140 | +4,182 | New | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 3,786 | 333 | 0.01% | 0.01% | 141 | +255 | 7.22% | Q1 2026 | May 04, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 3,795 | 329 | 0.01% | 0.01% | 142 | -11 | -0.29% | Q1 2026 | May 11, 2026 |
| Traveka Wealth, LLC | History | New | 3,716 | 307 | 0.12% | — | 143 | +3,716 | New | Q1 2026 | Apr 22, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 3,687 | 305 | 0.12% | 0.14% | 144 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 3,660 | 303 | 0.01% | 0.01% | 145 | -238 | -6.11% | Q1 2026 | Apr 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,624 | 300 | 0.0% | 0.0% | 146 | -242 | -6.26% | Q1 2026 | Apr 07, 2026 |
| COMMERCE BANK | History | No change | 3,580 | 296 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 3,213 | 296 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,495 | 289 | 0.0% | 0.0% | 149 | -24 | -0.68% | Q1 2026 | May 01, 2026 |
| TritonPoint Partners, LLC | History | New | 3,383 | 280 | 0.1% | — | 150 | +3,383 | New | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,357 | 278 | 0.01% | 0.02% | 151 | -610 | -15.38% | Q1 2026 | May 18, 2026 |
| Athena Investment Management | History | No change | 3,345 | 277 | 0.14% | 0.16% | 152 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 3,422 | 268 | 0.08% | 0.05% | 154 | +458 | 15.45% | Q1 2026 | Apr 23, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 3,246 | 268 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 3,216 | 266 | 0.0% | 0.0% | 155 | -120 | -3.6% | Q1 2026 | May 13, 2026 |
| Sensible Money, LLC | History | No change | 3,213 | 266 | 0.08% | 0.09% | 156 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Reduced | 3,204 | 265 | 0.01% | 0.01% | 157 | -769 | -19.36% | Q1 2026 | Apr 06, 2026 |
| Wealth Forward, LLC | History | No change | 3,165 | 262 | 0.15% | 0.16% | 158 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | New | 3,047 | 252 | 0.0% | — | 159 | +3,047 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 3,000 | 248 | 0.03% | 0.03% | 160 | -1 | -0.03% | Q1 2026 | May 05, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 2,947 | 244 | 0.08% | 0.18% | 161 | -3,354 | -53.23% | Q1 2026 | Apr 15, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 2,765 | 243 | 0.01% | 0.02% | 162 | -110 | -3.83% | Q1 2026 | Apr 20, 2026 |
| Sigma Planning Corp | History | Reduced | 2,928 | 242 | 0.01% | 0.01% | 163 | -193 | -6.18% | Q1 2026 | May 04, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 3,000 | 242 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Black Diamond Financial, LLC | History | No change | 2,931 | 242 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,900 | 240 | 0.02% | 0.02% | 166 | -28 | -0.96% | Q1 2026 | May 01, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 2,882 | 238 | 0.0% | 0.0% | 167 | +1 | 0.03% | Q1 2026 | Apr 17, 2026 |
| YARGER WEALTH STRATEGIES, LLC | History | No change | 2,860 | 236 | 0.09% | 0.11% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,848 | 235 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | No change | 2,800 | 231 | 0.0% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pointe Capital Management LLC | History | No change | 2,786 | 230 | 0.11% | 0.13% | 171 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Added to | 2,776 | 229 | 0.01% | 0.01% | 172 | +2 | 0.07% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 2,727 | 225 | 0.01% | 0.01% | 173 | -148 | -5.15% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,581 | 213 | 0.0% | 0.0% | 174 | -151 | -5.53% | Q1 2026 | Apr 22, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 2,537 | 210 | 0.12% | 0.14% | 176 | -156 | -5.79% | Q1 2026 | Apr 16, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,543 | 210 | 0.01% | 0.01% | 175 | +139 | 5.78% | Q1 2026 | May 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | New | 2,517 | 208 | 0.0% | — | 178 | +2,517 | New | Q1 2026 | May 14, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 2,523 | 208 | 0.02% | 0.03% | 177 | -1,440 | -36.34% | Q1 2026 | Apr 24, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 2,448 | 202 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 2,417 | 200 | 0.0% | 0.0% | 180 | -1,090 | -31.08% | Q1 2026 | May 08, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 2,362 | 195 | 0.02% | — | 181 | +2,362 | New | Q1 2026 | May 18, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,334 | 193 | 0.0% | 0.0% | 182 | -264 | -10.16% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 2,335 | 193 | 0.0% | 0.0% | 183 | +5 | 0.21% | Q1 2026 | May 15, 2026 |
| Bravera Wealth | History | No change | 2,325 | 192 | 0.09% | 0.11% | 184 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Founders Financial Alliance, LLC | History | Added to | 2,293 | 189 | 0.03% | 0.01% | 186 | +1,691 | 280.9% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 2,282 | 189 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 2,256 | 186 | 0.0% | 0.0% | 187 | -15 | -0.66% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,115 | 175 | 0.0% | 0.0% | 188 | +359 | 20.44% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 8,883 | 167 | 0.01% | 0.02% | 189 | -38,424 | -81.22% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,014 | 166 | 0.0% | 0.0% | 190 | +916 | 83.42% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,830 | 151 | 0.0% | 0.0% | 192 | +723 | 65.31% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,828 | 151 | 0.01% | 0.01% | 191 | -162 | -8.14% | Q1 2026 | Apr 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,776 | 147 | 0.01% | 0.01% | 193 | +1 | 0.06% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 1,742 | 144 | 0.0% | 0.0% | 194 | -4 | -0.23% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,563 | 129 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 1,531 | 126 | 0.01% | 0.01% | 196 | +85 | 5.88% | Q1 2026 | Apr 06, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 1,500 | 124 | 0.01% | — | 197 | +1,500 | New | Q1 2026 | May 15, 2026 |
| Cypress Capital Management LLC (WY) | History | Reduced | 1,379 | 114 | 0.11% | 0.12% | 198 | -5 | -0.36% | Q1 2026 | May 08, 2026 |
| Burk Holdings LLC | History | New | 1,233 | 102 | 0.04% | — | 199 | +1,233 | New | Q1 2026 | May 07, 2026 |
| Financial Freedom, LLC | History | Added to | 1,145 | 94 | 0.05% | 0.05% | 200 | +1 | 0.09% | Q1 2026 | Apr 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,050 | 87 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,029 | 85 | 0.0% | 0.0% | 202 | -11 | -1.06% | Q1 2026 | Apr 24, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,014 | 84 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Y.D. More Investments Ltd | History | Added to | 1,000 | 80 | 0.0% | 0.0% | 204 | +350 | 53.85% | Q1 2026 | May 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 900 | 74 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CITIGROUP INC | History | Reduced | 850 | 70 | 0.0% | 0.0% | 206 | -30,812 | -97.32% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 750 | 69 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CENTRAL TRUST Co | History | Added to | 720 | 59 | 0.0% | 0.0% | 208 | +2 | 0.28% | Q1 2026 | Apr 17, 2026 |
| Tidemark, LLC | History | No change | 717 | 59 | 0.01% | 0.02% | 209 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 685 | 56 | 0.0% | 0.0% | 210 | +25 | 3.79% | Q1 2026 | Apr 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | Added to | 650 | 53 | 0.04% | 0.04% | 211 | +2 | 0.31% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 626 | 51 | 0.0% | 0.0% | 212 | +1 | 0.16% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Reduced | 609 | 50 | 0.0% | 0.0% | 213 | -200 | -24.72% | Q1 2026 | May 13, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 580 | 48 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 583 | 47 | 0.0% | 0.0% | 215 | -11 | -1.85% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 543 | 44 | 0.0% | — | 217 | +543 | New | Q1 2026 | Apr 13, 2026 |
| High Point Wealth Management, LLC | History | Added to | 543 | 44 | 0.04% | 0.05% | 216 | +2 | 0.37% | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | New | 525 | 43 | 0.0% | — | 219 | +525 | New | Q1 2026 | May 19, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 531 | 43 | 0.01% | 0.01% | 218 | +1 | 0.19% | Q1 2026 | Apr 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 497 | 41 | 0.0% | — | 220 | +497 | New | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 450 | 37 | 0.0% | — | 221 | +450 | New | Q1 2026 | Apr 29, 2026 |
| Merrithew & Thorsten Inc | History | Added to | 424 | 35 | 0.03% | 0.04% | 222 | +1 | 0.24% | Q1 2026 | May 01, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 379 | 31 | 0.0% | 0.0% | 223 | +126 | 49.8% | Q1 2026 | Apr 16, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 343 | 28 | 0.01% | 0.01% | 224 | +1 | 0.29% | Q1 2026 | May 20, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 339 | 28 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fairscale Capital, LLC | History | No change | 342 | 28 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Roxbury Financial LLC | History | Added to | 303 | 25 | 0.02% | 0.02% | 228 | +1 | 0.33% | Q1 2026 | Apr 17, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 306 | 25 | 0.0% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 300 | 24 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 261 | 24 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Ascentis Independent Advisors | History | New | 287 | 23 | 0.0% | — | 232 | +287 | New | Q1 2026 | Apr 28, 2026 |
| Triumph Capital Management | History | No change | 288 | 23 | 0.0% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 273 | 22 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NFSG Corp | History | Added to | 253 | 20 | 0.0% | 0.0% | 234 | +1 | 0.4% | Q1 2026 | May 05, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 249 | 20 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | No change | 240 | 19 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Advisor Network LLC | History | New | 221 | 18 | 0.02% | — | 238 | +221 | New | Q1 2026 | May 13, 2026 |
| Synergy Investment Management, LLC | History | New | 219 | 18 | 0.01% | — | 237 | +219 | New | Q1 2026 | May 14, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 216 | 17 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 183 | 15 | 0.0% | 0.0% | 241 | -132 | -41.9% | Q1 2026 | Apr 07, 2026 |
| Mascoma Wealth Management LLC | History | No change | 189 | 15 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 174 | 14 | 0.0% | 0.0% | 243 | +25 | 16.78% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | No change | 175 | 14 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 158 | 13 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 165 | 13 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Monetary Solutions, Ltd | History | No change | 162 | 13 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 165 | 13 | 0.0% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | New | 153 | 12 | 0.0% | — | 250 | +153 | New | Q1 2026 | May 11, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 147 | 12 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Front Row Advisors LLC | History | No change | 150 | 12 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 125 | 10 | 0.0% | — | 252 | +125 | New | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 121 | 10 | 0.01% | — | 253 | +121 | New | Q1 2026 | Apr 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 126 | 10 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | New | 120 | 9 | 0.0% | — | 255 | +120 | New | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | No change | 114 | 9 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 98 | 8 | 0.0% | 0.0% | 256 | -32 | -24.62% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 99 | 8 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | No change | 98 | 8 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Colonial Trust Co / SC | History | No change | 105 | 8 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Gen-Wealth Partners Inc | History | No change | 81 | 6 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Financial Life Planners | History | New | 61 | 5 | 0.0% | — | 263 | +61 | New | Q1 2026 | Apr 24, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 69 | 5 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| New Millennium Group LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 49 | 4 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | New | 28 | 2 | 0.0% | — | 266 | +28 | New | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PlanVest Financial, Inc | History | New | 13 | 1 | 0.0% | — | 271 | +13 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | No change | 23 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Key FInancial Inc | History | No change | 18 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 2.75% | — | -64,529 | -100.0% | Q1 2026 | Apr 16, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.14% | — | -62,262 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Brendel Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -10,293 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Wagner Wealth Management, Corp | History | Closed out | 0 | 0 | — | 0.42% | — | -4,629 | -100.0% | Q1 2026 | May 05, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,545 | -100.0% | Q1 2026 | Apr 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,369 | -100.0% | Q1 2026 | May 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,216 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -3,194 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,644 | -100.0% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,577 | -100.0% | Q1 2026 | Apr 15, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,400 | -100.0% | Q1 2026 | May 04, 2026 |
| Royal Capital Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,379 | -100.0% | Q1 2026 | May 06, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,346 | -100.0% | Q1 2026 | May 08, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,240 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Financial Group, LLC / IL | History | Closed out | 0 | 0 | — | 0.06% | — | -2,220 | -100.0% | Q1 2026 | May 13, 2026 |
| Samalin Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,192 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,620 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,218 | -100.0% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -383 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 14, 2026 |
| Key Capital Management, INC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |