iSHARES TRUST - IYJ
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 | 780,288 | 115,123 | 0.01% | 0.01% | 1 | -19,148 | -2.4% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 450,334 | 66,442 | 0.01% | 0.01% | 2 | -11,985 | -2.59% | Q1 2026 | May 11, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 385,643 | 56,897 | 0.89% | 0.73% | 3 | +53,630 | 16.15% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 362,628 | 53,502 | 0.0% | 0.01% | 4 | -209,476 | -36.62% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 312,509 | 46,107 | 0.01% | 0.01% | 5 | +724 | 0.23% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 256,018 | 37,772 | 0.01% | 0.01% | 6 | -16,952 | -6.21% | Q1 2026 | May 05, 2026 |
| Kozak & Associates, Inc. | History | Added to | 219,197 | 34,442 | 6.72% | 6.42% | 7 | +4,392 | 2.04% | Q1 2026 | Apr 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 226,294 | 33,388 | 0.01% | 0.01% | 8 | +14,144 | 6.67% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 214,166 | 31,598 | 0.09% | 0.09% | 9 | -43,071 | -16.74% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 204,004 | 30,098 | 0.01% | 0.01% | 10 | +16,279 | 8.67% | Q1 2026 | May 14, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 110,306 | 16,274 | 1.71% | 1.69% | 11 | +6,270 | 6.03% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 101,942 | 15,040 | 0.02% | 0.02% | 12 | +3,477 | 3.53% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 96,392 | 14,221 | 0.23% | 0.24% | 13 | -377 | -0.39% | Q1 2026 | Apr 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 95,532 | 14,102 | 0.0% | 0.0% | 14 | -34 | -0.04% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 94,980 | 14,013 | 0.04% | 0.02% | 15 | +52,718 | 124.74% | Q1 2026 | Apr 30, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 83,451 | 12,312 | 2.17% | 2.01% | 16 | +8,630 | 11.53% | Q1 2026 | Apr 20, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 64,985 | 9,587 | 0.13% | 0.5% | 17 | -145,400 | -69.11% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 62,848 | 9,272 | 0.0% | 0.0% | 18 | +6,381 | 11.3% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 61,637 | 9,093 | 0.0% | — | 19 | +61,637 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 59,996 | 8,851 | 0.05% | 0.04% | 20 | +9,105 | 17.89% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 59,790 | 8,648 | 0.0% | 0.0% | 21 | +8,465 | 16.49% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 54,010 | 7,969 | 0.02% | 0.02% | 22 | +3,885 | 7.75% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 53,141 | 7,840 | 0.01% | 0.01% | 23 | -5,740 | -9.75% | Q1 2026 | May 05, 2026 |
| Well Done, LLC | History | Added to | 52,690 | 7,773 | 1.14% | 1.1% | 24 | +2,869 | 5.76% | Q1 2026 | Apr 14, 2026 |
| Focus Partners Wealth | History | Added to | 51,372 | 7,579 | 0.01% | 0.0% | 25 | +38,498 | 299.04% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 50,000 | 7,377 | 0.0% | 0.01% | 26 | -50,000 | -50.0% | Q1 2026 | May 12, 2026 |
| Summit Financial Consulting LLC | History | New | 47,186 | 6,961 | 4.98% | — | 27 | +47,186 | New | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 45,325 | 6,687 | 0.01% | 0.01% | 28 | +626 | 1.4% | Q1 2026 | May 12, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 43,785 | 6,460 | 3.02% | 2.2% | 29 | +11,603 | 36.05% | Q1 2026 | Apr 16, 2026 |
| Private Advisor Group, LLC | History | Reduced | 43,050 | 6,351 | 0.03% | 0.03% | 30 | -1,421 | -3.2% | Q1 2026 | Apr 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 42,954 | 6,337 | 0.0% | 0.0% | 31 | +2,298 | 5.65% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 41,635 | 6,142 | 0.03% | 0.0% | 32 | +40,594 | 3899.52% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 42,705 | 6,120 | 0.0% | 0.0% | 33 | +3,710 | 9.51% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 38,915 | 5,741 | 0.03% | 0.03% | 34 | +5,899 | 17.87% | Q1 2026 | May 08, 2026 |
| Cadent Capital Advisors, LLC | History | Added to | 38,388 | 5,663 | 1.47% | 1.39% | 35 | +1,725 | 4.71% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 36,941 | 5,450 | 0.01% | 0.01% | 36 | +2,042 | 5.85% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 35,576 | 5,248 | 0.01% | 0.01% | 37 | +1,689 | 4.98% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 35,168 | 5,188 | 0.0% | 0.0% | 38 | +9,822 | 38.75% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | Reduced | 34,053 | 5,024 | 1.38% | 1.56% | 39 | -5,973 | -14.92% | Q1 2026 | May 04, 2026 |
| Odyssey Capital Advisors, Inc. | History | Added to | 33,497 | 4,942 | 4.43% | 4.32% | 40 | +648 | 1.97% | Q1 2026 | Apr 29, 2026 |
| First Citizens Financial Corp | History | Reduced | 32,790 | 4,837 | 2.28% | 2.42% | 41 | -313 | -0.95% | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | Added to | 31,901 | 4,706 | 0.0% | 0.0% | 42 | +75 | 0.24% | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 31,569 | 4,657 | 0.22% | 0.18% | 43 | +6,534 | 26.1% | Q1 2026 | Apr 28, 2026 |
| Three Seasons Wealth, LLC | History | New | 31,293 | 4,616 | 1.76% | — | 44 | +31,293 | New | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Reduced | 28,309 | 4,176 | 0.0% | 0.01% | 45 | -27,454 | -49.23% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 28,067 | 4,141 | 0.06% | 0.06% | 46 | +1,916 | 7.33% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 27,016 | 3,986 | 0.12% | 0.11% | 47 | +2,982 | 12.41% | Q1 2026 | Apr 06, 2026 |
| FMR LLC | History | Added to | 25,651 | 3,784 | 0.0% | 0.0% | 48 | +3,134 | 13.92% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 24,468 | 3,610 | 0.24% | 0.23% | 49 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Added to | 24,302 | 3,580 | 0.0% | 0.0% | 50 | +913 | 3.9% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 24,020 | 3,543 | 0.04% | 0.03% | 51 | +4,186 | 21.11% | Q1 2026 | May 05, 2026 |
| Adirondack Capital Advisors, LLC | History | Added to | 22,310 | 3,291 | 2.11% | 1.88% | 52 | +3,478 | 18.47% | Q1 2026 | Apr 09, 2026 |
| MAGNOLIA CAPITAL MANAGEMENT LTD | History | No change | 20,076 | 2,962 | 2.0% | 2.21% | 53 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 19,551 | 2,884 | 0.04% | 0.02% | 54 | +13,229 | 209.25% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 19,290 | 2,845 | 0.0% | 0.0% | 55 | +134 | 0.7% | Q1 2026 | May 12, 2026 |
| Tudor Financial Inc. | History | Reduced | 19,210 | 2,834 | 1.45% | 1.47% | 56 | -154 | -0.8% | Q1 2026 | May 15, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 19,036 | 2,808 | 0.6% | 0.64% | 57 | -76 | -0.4% | Q1 2026 | Apr 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 19,332 | 2,770 | 0.1% | 0.11% | 58 | -115 | -0.59% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 18,521 | 2,732 | 0.0% | 0.0% | 59 | +24 | 0.13% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 18,056 | 2,663 | 0.03% | 0.03% | 60 | -627 | -3.36% | Q1 2026 | May 11, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 17,360 | 2,561 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 17,257 | 2,546 | 0.0% | 0.0% | 62 | +2,602 | 17.76% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 16,761 | 2,472 | 0.04% | 0.04% | 63 | -60 | -0.36% | Q1 2026 | Apr 10, 2026 |
| Waverly Advisors, LLC | History | Reduced | 16,588 | 2,447 | 0.02% | 0.02% | 64 | -9 | -0.05% | Q1 2026 | May 15, 2026 |
| Westwind Capital | History | Reduced | 15,088 | 2,226 | 0.53% | 0.49% | 65 | -1,207 | -7.41% | Q1 2026 | Apr 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 14,626 | 2,167 | 0.01% | 0.02% | 66 | -1,325 | -8.31% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 13,685 | 2,152 | 0.21% | 0.26% | 67 | +555 | 4.23% | Q1 2026 | May 12, 2026 |
| Merkkuri Wealth Advisors LLC | History | Added to | 14,446 | 2,131 | 1.41% | 1.42% | 68 | +341 | 2.42% | Q1 2026 | Apr 21, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 14,330 | 2,114 | 0.19% | 0.19% | 69 | -1,270 | -8.14% | Q1 2026 | Apr 30, 2026 |
| Castle Rock Wealth Management, LLC | History | Reduced | 14,209 | 2,112 | 0.46% | 0.64% | 70 | -4,897 | -25.63% | Q1 2026 | Apr 08, 2026 |
| HRT FINANCIAL LP | History | New | 14,067 | 2,075 | 0.01% | — | 71 | +14,067 | New | Q1 2026 | May 14, 2026 |
| KKM Financial LLC | History | No change | 13,726 | 2,033 | 0.36% | 0.36% | 72 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 13,477 | 1,988 | 0.05% | 0.05% | 73 | -405 | -2.92% | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 12,335 | 1,922 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 12,073 | 1,781 | 0.01% | 0.01% | 75 | +52 | 0.43% | Q1 2026 | May 13, 2026 |
| Waterloo Capital, L.P. | History | Added to | 12,047 | 1,777 | 0.12% | 0.13% | 76 | +22 | 0.18% | Q1 2026 | May 12, 2026 |
| JBR Co Financial Management Inc | History | No change | 11,847 | 1,755 | 0.73% | 0.73% | 77 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Virtue Capital Management, LLC | History | New | 12,184 | 1,746 | 0.27% | — | 78 | +12,184 | New | Q1 2026 | May 07, 2026 |
| Essex LLC | History | Added to | 11,440 | 1,687 | 0.3% | 0.29% | 79 | +198 | 1.76% | Q1 2026 | Apr 24, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 11,431 | 1,686 | 0.04% | 0.04% | 80 | -83 | -0.72% | Q1 2026 | May 14, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 11,109 | 1,639 | 0.19% | 0.19% | 81 | -938 | -7.79% | Q1 2026 | Apr 10, 2026 |
| CITIGROUP INC | History | Reduced | 11,036 | 1,628 | 0.0% | 0.0% | 82 | -13,805 | -55.57% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 10,930 | 1,612 | 0.04% | — | 83 | +10,930 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 10,725 | 1,582 | 0.01% | 0.01% | 84 | -2,128 | -16.56% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,087 | 1,488 | 0.0% | 0.0% | 85 | -48 | -0.47% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 9,930 | 1,465 | 0.0% | 0.0% | 86 | +17 | 0.17% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 9,571 | 1,412 | 0.01% | 0.01% | 87 | +755 | 8.56% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 9,488 | 1,399 | 0.23% | 0.21% | 88 | -1,175 | -11.02% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,457 | 1,395 | 0.0% | 0.0% | 89 | -889 | -8.59% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 8,898 | 1,312 | 0.05% | 0.05% | 91 | -164 | -1.81% | Q1 2026 | May 12, 2026 |
| Ignite Planners, LLC | History | Added to | 8,894 | 1,312 | 0.2% | 0.21% | 90 | +5 | 0.06% | Q1 2026 | Apr 17, 2026 |
| Ridge Creek Global, Inc | History | No change | 8,889 | 1,311 | 1.11% | 1.11% | 92 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rollins Financial Advisors, LLC | History | Added to | 8,848 | 1,305 | 0.21% | 0.16% | 93 | +1,641 | 22.77% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,772 | 1,294 | 0.0% | 0.0% | 94 | -217 | -2.41% | Q1 2026 | May 07, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 8,726 | 1,287 | 0.34% | 0.37% | 95 | -136 | -1.53% | Q1 2026 | May 11, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 8,675 | 1,279 | 0.97% | 0.96% | 96 | -129 | -1.47% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Reduced | 8,625 | 1,272 | 0.08% | 0.09% | 97 | -468 | -5.15% | Q1 2026 | Apr 15, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 8,055 | 1,188 | 0.65% | 0.58% | 98 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 7,789 | 1,149 | 0.0% | — | 99 | +7,789 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,682 | 1,133 | 0.0% | 0.0% | 100 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 7,587 | 1,119 | 0.0% | — | 101 | +7,587 | New | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | No change | 7,363 | 1,086 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 7,330 | 1,081 | 0.12% | 0.11% | 103 | -275 | -3.62% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | New | 7,257 | 1,070 | 0.0% | — | 104 | +7,257 | New | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Added to | 7,244 | 1,068 | 0.01% | 0.01% | 106 | +1,018 | 16.35% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 7,242 | 1,068 | 0.01% | 0.01% | 105 | +400 | 5.85% | Q1 2026 | May 06, 2026 |
| Nikulski Financial, Inc. | History | Added to | 7,208 | 1,063 | 0.26% | 0.18% | 107 | +2,058 | 39.96% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 7,067 | 1,047 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 6,821 | 1,006 | 0.01% | 0.01% | 109 | -797 | -10.46% | Q1 2026 | May 15, 2026 |
| PLANNING DIRECTIONS INC | History | Reduced | 6,771 | 999 | 0.51% | 0.52% | 110 | -169 | -2.44% | Q1 2026 | Apr 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,761 | 997 | 0.0% | 0.0% | 111 | -215 | -3.08% | Q1 2026 | May 15, 2026 |
| Simmons Bank | History | Reduced | 6,739 | 994 | 0.07% | 0.07% | 112 | -526 | -7.24% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 6,654 | 981 | 0.0% | 0.0% | 113 | +266 | 4.16% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 6,525 | 962 | 0.06% | 0.06% | 114 | +355 | 5.75% | Q1 2026 | May 15, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 6,356 | 937 | 0.69% | 0.63% | 115 | +572 | 9.89% | Q1 2026 | Apr 22, 2026 |
| Zhang Financial LLC | History | Added to | 6,329 | 933 | 0.03% | 0.01% | 116 | +4,675 | 282.65% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,123 | 903 | 0.01% | 0.02% | 117 | +305 | 5.24% | Q1 2026 | May 18, 2026 |
| Qube Research & Technologies Ltd | History | New | 5,692 | 839 | 0.0% | — | 119 | +5,692 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,692 | 839 | 0.0% | 0.0% | 118 | -870 | -13.26% | Q1 2026 | Apr 30, 2026 |
| Allen Investment Management, LLC | History | No change | 5,639 | 831 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Glenview Trust Co | History | Reduced | 5,631 | 830 | 0.01% | 0.02% | 121 | -1,263 | -18.32% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | Added to | 5,543 | 817 | 0.01% | 0.01% | 122 | +1 | 0.02% | Q1 2026 | May 06, 2026 |
| STEPHENS INC /AR/ | History | Added to | 5,537 | 816 | 0.01% | 0.01% | 123 | +114 | 2.1% | Q1 2026 | Apr 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 5,512 | 813 | 0.01% | 0.01% | 124 | +21 | 0.38% | Q1 2026 | Apr 20, 2026 |
| Apeiron RIA LLC | History | No change | 5,161 | 761 | 0.18% | 0.16% | 125 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 5,123 | 755 | 0.13% | 0.14% | 126 | -331 | -6.07% | Q1 2026 | May 13, 2026 |
| BCS Wealth Management | History | Reduced | 5,100 | 752 | 0.15% | 0.15% | 127 | -5,100 | -50.0% | Q1 2026 | Apr 17, 2026 |
| US BANCORP \DE\ | History | Added to | 5,037 | 743 | 0.0% | 0.0% | 128 | +683 | 15.69% | Q1 2026 | May 14, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 4,921 | 726 | 0.05% | 0.06% | 129 | -182 | -3.57% | Q1 2026 | May 14, 2026 |
| NAVELLIER & ASSOCIATES INC | History | New | 4,890 | 721 | 0.08% | — | 130 | +4,890 | New | Q1 2026 | May 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,849 | 715 | 0.02% | 0.02% | 131 | +44 | 0.92% | Q1 2026 | Apr 07, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 4,799 | 708 | 0.02% | 0.03% | 132 | -119 | -2.42% | Q1 2026 | May 06, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 4,772 | 704 | 0.08% | 0.08% | 133 | -400 | -7.73% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 4,743 | 699 | 0.0% | 0.0% | 134 | +1 | 0.02% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | No change | 4,395 | 697 | 0.05% | 0.06% | 135 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 4,700 | 693 | 0.02% | 0.03% | 136 | -1,520 | -24.44% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 4,695 | 692 | 0.01% | 0.01% | 137 | +3 | 0.06% | Q1 2026 | May 08, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 4,510 | 665 | 0.04% | 0.04% | 138 | +420 | 10.27% | Q1 2026 | May 01, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 4,456 | 657 | 0.03% | 0.03% | 139 | +31 | 0.7% | Q1 2026 | Apr 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 4,414 | 651 | 0.0% | 0.0% | 140 | +2 | 0.05% | Q1 2026 | May 15, 2026 |
| One Charles Private Wealth Services, LLC | History | Added to | 4,230 | 624 | 0.16% | 0.15% | 141 | +193 | 4.78% | Q1 2026 | May 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,150 | 612 | 0.0% | 0.0% | 142 | +679 | 19.56% | Q1 2026 | May 13, 2026 |
| Vivaldi Capital Management LP | History | No change | 4,132 | 609 | 0.08% | 0.08% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | Reduced | 4,119 | 607 | 0.17% | 0.19% | 144 | -164 | -3.83% | Q1 2026 | Apr 09, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,088 | 603 | 0.0% | 0.0% | 145 | -474 | -10.39% | Q1 2026 | May 08, 2026 |
| Haverford Trust Co | History | No change | 4,002 | 590 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 3,988 | 588 | 0.0% | 0.0% | 147 | +697 | 21.18% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 3,967 | 585 | 0.0% | 0.0% | 148 | +341 | 9.4% | Q1 2026 | May 14, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 3,922 | 578 | 0.04% | 0.05% | 149 | -600 | -13.27% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 3,857 | 569 | 0.01% | 0.01% | 150 | +1,392 | 56.47% | Q1 2026 | May 15, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 3,837 | 566 | 0.46% | 0.46% | 151 | -50 | -1.29% | Q1 2026 | Apr 22, 2026 |
| Cerity Partners LLC | History | Reduced | 3,823 | 563 | 0.0% | 0.0% | 152 | -192 | -4.78% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 3,703 | 546 | 0.0% | 0.0% | 153 | -426 | -10.32% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 3,699 | 545 | 0.2% | 0.2% | 154 | +1 | 0.03% | Q1 2026 | May 08, 2026 |
| M3 Advisory Group, LLC | History | Added to | 3,615 | 533 | 0.33% | 0.33% | 155 | +1 | 0.03% | Q1 2026 | Apr 22, 2026 |
| Noble Family Wealth, LLC | History | No change | 3,600 | 531 | 0.11% | 0.11% | 156 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NewEdge Wealth, LLC | History | New | 3,542 | 522 | 0.01% | — | 158 | +3,542 | New | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 3,540 | 522 | 0.0% | 0.0% | 157 | +460 | 14.94% | Q1 2026 | Apr 15, 2026 |
| TPG Advisors LLC | History | No change | 3,498 | 516 | 0.32% | 0.32% | 159 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 3,420 | 504 | 0.28% | 0.32% | 160 | -360 | -9.52% | Q1 2026 | Apr 16, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 3,412 | 503 | 0.16% | — | 162 | +3,412 | New | Q1 2026 | Apr 10, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,411 | 503 | 0.01% | 0.01% | 161 | -646 | -15.92% | Q1 2026 | May 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,383 | 499 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealth Management Partners, LLC | History | No change | 3,316 | 489 | 0.14% | 0.14% | 164 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,244 | 478 | 0.0% | 0.0% | 165 | -80 | -2.41% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 3,420 | 471 | 0.0% | 0.0% | 166 | -208 | -5.73% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 3,143 | 464 | 0.0% | 0.0% | 167 | -2 | -0.06% | Q1 2026 | May 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 3,037 | 448 | 0.02% | 0.02% | 168 | +14 | 0.46% | Q1 2026 | May 12, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | No change | 3,018 | 445 | 0.17% | 0.18% | 169 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 2,991 | 441 | 0.03% | 0.03% | 170 | -2 | -0.07% | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,962 | 437 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 2,917 | 430 | 0.01% | 0.01% | 172 | +2 | 0.07% | Q1 2026 | May 01, 2026 |
| PARAGON FINANCIAL PARTNERS, INC. | History | Added to | 2,665 | 420 | 0.24% | 0.24% | 174 | +1 | 0.04% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO | History | No change | 2,811 | 420 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Reduced | 2,788 | 411 | 0.0% | 0.0% | 175 | -2,062 | -42.52% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,657 | 392 | 0.01% | 0.01% | 176 | +350 | 15.17% | Q1 2026 | May 07, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,596 | 383 | 0.0% | 0.0% | 177 | +796 | 44.22% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | No change | 2,569 | 379 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WealthCare Asset Management, LLC | History | New | 2,523 | 372 | 0.4% | — | 180 | +2,523 | New | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 2,528 | 372 | 0.0% | 0.0% | 179 | -22 | -0.86% | Q1 2026 | Apr 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 2,520 | 371 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BAILARD, INC. | History | No change | 2,498 | 368 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 2,457 | 362 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,395 | 357 | 0.0% | 0.0% | 185 | +450 | 23.14% | Q1 2026 | Apr 07, 2026 |
| Royal Fund Management, LLC | History | Reduced | 2,422 | 357 | 0.03% | 0.04% | 184 | -245 | -9.19% | Q1 2026 | May 19, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 2,391 | 352 | 0.0% | 0.01% | 186 | -20 | -0.83% | Q1 2026 | Apr 23, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | New | 2,384 | 351 | 0.06% | — | 187 | +2,384 | New | Q1 2026 | Apr 28, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,370 | 349 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Fisher Asset Management, LLC | History | New | 2,312 | 341 | 0.0% | — | 189 | +2,312 | New | Q1 2026 | May 05, 2026 |
| SFE Investment Counsel | History | Added to | 2,280 | 336 | 0.05% | 0.05% | 190 | +32 | 1.42% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,222 | 330 | 0.0% | 0.0% | 191 | -769 | -25.71% | Q1 2026 | Apr 08, 2026 |
| Mill Creek Capital Advisors, LLC | History | No change | 2,200 | 324 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,193 | 323 | 0.01% | 0.01% | 193 | -198 | -8.28% | Q1 2026 | Apr 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 2,157 | 318 | 0.0% | 0.01% | 194 | -3,030 | -58.42% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 2,138 | 315 | 0.0% | 0.0% | 195 | +1 | 0.05% | Q1 2026 | May 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 2,135 | 314 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gerald Baker Financial Group LLC | History | New | 2,115 | 312 | 0.1% | — | 199 | +2,115 | New | Q1 2026 | May 06, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 2,120 | 312 | 0.04% | 0.04% | 197 | -68 | -3.11% | Q1 2026 | Apr 30, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 2,120 | 312 | 0.06% | 0.06% | 198 | +4 | 0.19% | Q1 2026 | Apr 21, 2026 |
| IMC-Chicago, LLC | History | New | 2,109 | 311 | 0.0% | — | 201 | +2,109 | New | Q1 2026 | May 05, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 2,114 | 311 | 0.01% | 0.01% | 200 | +141 | 7.15% | Q1 2026 | May 14, 2026 |
| Sowell Financial Services LLC | History | Added to | 2,103 | 310 | 0.01% | 0.01% | 202 | +1 | 0.05% | Q1 2026 | Apr 20, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 2,088 | 308 | 0.0% | 0.0% | 203 | +319 | 18.03% | Q1 2026 | May 14, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 2,050 | 302 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Chemistry Wealth Management LLC | History | No change | 2,051 | 302 | 0.05% | 0.06% | 205 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Apollon Financial, LLC | History | Added to | 2,042 | 301 | 0.04% | 0.04% | 206 | +121 | 6.3% | Q1 2026 | Apr 22, 2026 |
| Stratos Investment Management, LLC | History | Added to | 2,023 | 298 | 0.01% | 0.01% | 207 | +317 | 18.58% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,018 | 297 | 0.01% | 0.01% | 208 | +1 | 0.05% | Q1 2026 | Apr 07, 2026 |
| Dale Q Rice Investment Management Ltd | History | No change | 2,008 | 296 | 0.22% | 0.21% | 209 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,005 | 295 | 0.0% | 0.0% | 212 | -960 | -32.38% | Q1 2026 | May 01, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 2,000 | 295 | 0.11% | 0.11% | 210 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hilltop Holdings Inc. | History | No change | 2,005 | 295 | 0.03% | 0.02% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| V2 Financial group LLC | History | No change | 2,000 | 295 | 0.14% | 0.15% | 213 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 1,978 | 291 | 0.01% | 0.01% | 215 | -262 | -11.7% | Q1 2026 | May 11, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 1,974 | 291 | 0.1% | 0.11% | 214 | -113 | -5.41% | Q1 2026 | Apr 22, 2026 |
| CFM WEALTH PARTNERS LLC | History | No change | 1,963 | 289 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 1,949 | 287 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Chesapeake Wealth Management | History | Reduced | 1,935 | 285 | 0.09% | 0.09% | 218 | -115 | -5.61% | Q1 2026 | May 18, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,899 | 281 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,899 | 280 | 0.0% | — | 220 | +1,899 | New | Q1 2026 | May 12, 2026 |
| Pictet North America Advisors SA | History | No change | 1,891 | 278 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,879 | 277 | 0.0% | 0.0% | 222 | +1,269 | 208.03% | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 1,762 | 275 | 0.02% | 0.02% | 223 | +3 | 0.17% | Q1 2026 | Apr 20, 2026 |
| Centerline Wealth Advisors, LLC | History | New | 1,799 | 265 | 0.1% | — | 224 | +1,799 | New | Q1 2026 | Apr 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1,757 | 261 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | New | 1,722 | 254 | 0.0% | — | 226 | +1,722 | New | Q1 2026 | May 12, 2026 |
| Atlas Brown,Inc. | History | Added to | 1,707 | 251 | 0.08% | 0.07% | 227 | +4 | 0.23% | Q1 2026 | Apr 17, 2026 |
| Venture Visionary Partners LLC | History | No change | 1,700 | 250 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 1,700 | 250 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 1,653 | 243 | 0.0% | — | 230 | +1,653 | New | Q1 2026 | May 13, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 1,646 | 242 | 0.14% | 0.15% | 233 | +1,498 | 1012.16% | Q1 2026 | Apr 16, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 1,642 | 242 | 0.01% | 0.01% | 232 | +3 | 0.18% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,642 | 242 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Soltis Investment Advisors LLC | History | No change | 1,618 | 238 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | New | 1,575 | 233 | 0.01% | — | 236 | +1,575 | New | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 1,585 | 233 | 0.01% | 0.01% | 235 | +1 | 0.06% | Q1 2026 | May 04, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 1,570 | 231 | 0.04% | 0.04% | 237 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Matthew Goff Investment Advisor, LLC | History | New | 1,549 | 228 | 0.04% | — | 238 | +1,549 | New | Q1 2026 | Apr 16, 2026 |
| CENTRAL TRUST Co | History | No change | 1,543 | 227 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 1,534 | 226 | 0.02% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Gateway Wealth Partners, LLC | History | New | 1,526 | 225 | 0.01% | — | 242 | +1,526 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 1,528 | 225 | 0.0% | 0.0% | 241 | -266 | -14.83% | Q1 2026 | Apr 28, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 1,523 | 224 | 0.06% | 0.06% | 243 | +1 | 0.07% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 1,511 | 222 | 0.0% | — | 244 | +1,511 | New | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | New | 1,503 | 221 | 0.0% | — | 247 | +1,503 | New | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | New | 1,498 | 221 | 0.01% | — | 246 | +1,498 | New | Q1 2026 | May 05, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,500 | 221 | 0.13% | 0.13% | 245 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| &PARTNERS | History | New | 1,488 | 219 | 0.0% | — | 249 | +1,488 | New | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 1,490 | 219 | 0.01% | 0.02% | 248 | -428 | -22.31% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | New | 1,483 | 218 | 0.0% | — | 250 | +1,483 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,477 | 217 | 0.0% | 0.0% | 251 | +79 | 5.65% | Q1 2026 | May 08, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 1,429 | 210 | 0.06% | 0.08% | 252 | -221 | -13.39% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 1,406 | 207 | 0.0% | 0.0% | 253 | -163 | -10.39% | Q1 2026 | May 15, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 1,407 | 207 | 0.03% | 0.03% | 254 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kingsview Wealth Management, LLC | History | New | 1,368 | 201 | 0.0% | — | 255 | +1,368 | New | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,360 | 200 | 0.03% | 0.03% | 256 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HFG Advisors, Inc. | History | No change | 1,358 | 200 | 0.14% | 0.15% | 257 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| True Link Financial Advisors, LLC | History | No change | 1,355 | 199 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,204 | 177 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,172 | 173 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,084 | 161 | 0.01% | 0.0% | 261 | +656 | 153.27% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,077 | 160 | 0.01% | 0.01% | 262 | -186 | -14.73% | Q1 2026 | Apr 27, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 1,090 | 160 | 0.04% | 0.04% | 263 | -10 | -0.91% | Q1 2026 | Apr 22, 2026 |
| Ancora Advisors LLC | History | No change | 1,031 | 152 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 1,000 | 148 | 0.05% | 0.05% | 265 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,255 | 127 | 0.01% | 0.0% | 266 | -682 | -13.81% | Q1 2026 | May 15, 2026 |
| Davis Capital Management | History | No change | 821 | 121 | 0.08% | 0.08% | 267 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Abound Wealth Management | History | No change | 813 | 119 | 0.03% | 0.03% | 268 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Phillip James Consulting Co. | History | New | 1,002 | 118 | 0.09% | — | 269 | +1,002 | New | Q1 2026 | May 11, 2026 |
| Oakworth Capital, Inc. | History | No change | 799 | 117 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 775 | 114 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 767 | 113 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Front Row Advisors LLC | History | No change | 760 | 112 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 724 | 106 | 0.0% | — | 274 | +724 | New | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 710 | 104 | 0.0% | 0.01% | 275 | -1,590 | -69.13% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 679 | 100 | 0.0% | 0.0% | 276 | +1 | 0.15% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | No change | 662 | 97 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 643 | 94 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 600 | 88 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Founders Financial Alliance, LLC | History | No change | 582 | 85 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MidFirst Bank | History | No change | 525 | 77 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 500 | 73 | 0.06% | 0.06% | 282 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Provenance Wealth Advisors, LLC | History | Reduced | 430 | 63 | 0.01% | 0.01% | 283 | -180 | -29.51% | Q1 2026 | Apr 20, 2026 |
| Missouri Trust & Investment Co | History | New | 400 | 59 | 0.02% | — | 284 | +400 | New | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 378 | 55 | 0.0% | — | 286 | +378 | New | Q1 2026 | May 07, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 374 | 55 | 0.04% | 0.05% | 285 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 368 | 54 | 0.01% | — | 287 | +368 | New | Q1 2026 | May 06, 2026 |
| Reflection Asset Management | History | No change | 339 | 51 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Root Financial Partners, LLC | History | No change | 334 | 49 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Redwood Park Advisors LLC | History | Added to | 331 | 48 | 0.03% | 0.03% | 290 | +1 | 0.3% | Q1 2026 | May 04, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 300 | 44 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 268 | 39 | 0.03% | 0.03% | 293 | +50 | 22.94% | Q1 2026 | Apr 22, 2026 |
| Anchor Investment Management, LLC | History | No change | 269 | 39 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BankChampaign, National Association | History | Reduced | 250 | 36 | 0.04% | 0.04% | 294 | -1,429 | -85.11% | Q1 2026 | May 21, 2026 |
| Western Wealth Management, LLC | History | New | 245 | 36 | 0.0% | — | 295 | +245 | New | Q1 2026 | May 19, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 242 | 35 | 0.0% | 0.0% | 296 | -7 | -2.81% | Q1 2026 | May 11, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 240 | 35 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Viewpoint Capital Management LLC | History | No change | 235 | 34 | 0.02% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 230 | 33 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 217 | 32 | 0.0% | 0.0% | 301 | -122 | -35.99% | Q1 2026 | Apr 13, 2026 |