iSHARES TRUST - IYM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | Added to | 1,310,079 | 224,416 | 0.01% | 0.0% | 1 | +1,308,176 | 68742.83% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 767,520 | 135,022 | 0.12% | 0.06% | 2 | +300,080 | 64.2% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 374,722 | 65,921 | 0.0% | 0.0% | 3 | +239,188 | 176.48% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 272,927 | 48,013 | 0.0% | 0.0% | 4 | +13,712 | 5.29% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 170,329 | 29,964 | 0.01% | 0.0% | 5 | +68,722 | 67.64% | Q1 2026 | May 06, 2026 |
| COMMERCE BANK | History | Reduced | 107,989 | 18,997 | 0.09% | 0.09% | 6 | -3,185 | -2.86% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | Added to | 101,287 | 17,818 | 0.1% | 0.02% | 7 | +83,987 | 485.47% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 100,203 | 17,627 | 0.0% | 0.0% | 8 | +25,737 | 34.56% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 80,945 | 14,239 | 0.0% | 0.0% | 9 | +1,276 | 1.6% | Q1 2026 | May 05, 2026 |
| Destiny Wealth Partners, LLC | History | New | 79,439 | 13,974 | 1.53% | — | 10 | +79,439 | New | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 76,123 | 13,391 | 0.01% | 0.01% | 11 | +8,695 | 12.9% | Q1 2026 | May 07, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 74,110 | 13,037 | 0.02% | 0.01% | 12 | +48,710 | 191.77% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 65,800 | 11,575 | 0.01% | — | 13 | +65,800 | New | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Reduced | 65,243 | 11,477 | 0.18% | 0.69% | 14 | -238,274 | -78.5% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 57,480 | 10,111 | 0.01% | — | 15 | +57,480 | New | Q1 2026 | May 04, 2026 |
| WealthCare Asset Management, LLC | History | New | 49,908 | 8,779 | 9.34% | — | 16 | +49,908 | New | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,221 | 8,483 | 0.0% | 0.0% | 17 | +23,868 | 98.01% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 35,345 | 6,217 | 0.0% | 0.0% | 18 | -1,165 | -3.19% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 33,699 | 5,929 | 0.0% | 0.0% | 19 | -3,753 | -10.02% | Q1 2026 | May 15, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 29,017 | 5,104 | 1.95% | 0.49% | 20 | -4,273 | -12.84% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 28,505 | 5,020 | 0.01% | 0.0% | 21 | +8,406 | 41.82% | Q1 2026 | May 15, 2026 |
| Gerald Baker Financial Group LLC | History | New | 27,485 | 4,835 | 1.53% | — | 22 | +27,485 | New | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,226 | 4,613 | 0.01% | 0.01% | 23 | -2,837 | -9.76% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 24,956 | 4,390 | 0.0% | 0.0% | 24 | +294 | 1.19% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 23,415 | 4,119 | 0.0% | 0.0% | 25 | +7,236 | 44.72% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | New | 23,024 | 4,050 | 0.0% | — | 26 | +23,024 | New | Q1 2026 | May 15, 2026 |
| Summit Financial Consulting LLC | History | New | 21,689 | 3,815 | 2.73% | — | 27 | +21,689 | New | Q1 2026 | Apr 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 21,424 | 3,769 | 0.01% | 0.0% | 28 | +17,173 | 403.98% | Q1 2026 | Apr 30, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 19,660 | 3,458 | 0.31% | 0.03% | 29 | +17,350 | 751.08% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,844 | 3,315 | 0.01% | 0.01% | 30 | -2,120 | -10.11% | Q1 2026 | May 04, 2026 |
| MARSHALL WACE, LLP | History | New | 18,576 | 3,267 | 0.0% | — | 31 | +18,576 | New | Q1 2026 | May 14, 2026 |
| Financial Planning Fort Collins, LLC | History | Reduced | 17,120 | 3,157 | 2.37% | 2.55% | 32 | -1,727 | -9.16% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 15,094 | 2,655 | 0.01% | 0.01% | 33 | +8,012 | 113.13% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 14,491 | 2,549 | 0.09% | 0.0% | 34 | +14,275 | 6608.8% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Wealth | History | Added to | 14,249 | 2,506 | 0.0% | 0.0% | 35 | +535 | 3.9% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 13,679 | 2,406 | 0.01% | 0.01% | 36 | +799 | 6.2% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 13,650 | 2,401 | 0.0% | 0.0% | 37 | +12,264 | 884.85% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | New | 13,200 | 2,322 | 0.0% | — | 38 | +13,200 | New | Q1 2026 | May 15, 2026 |
| Counterweight Ventures, LLC | History | Added to | 11,829 | 2,080 | 1.17% | 0.33% | 39 | +7,984 | 207.65% | Q1 2026 | Apr 27, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | New | 11,650 | 2,049 | 0.11% | — | 40 | +11,650 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 11,594 | 2,039 | 0.0% | 0.0% | 41 | -12 | -0.1% | Q1 2026 | May 14, 2026 |
| Pathway Financial Advisors LLC | History | Reduced | 11,077 | 1,980 | 0.24% | 0.23% | 42 | -300 | -2.64% | Q1 2026 | Apr 07, 2026 |
| Wealthstar Advisors, LLC | History | New | 10,986 | 1,932 | 0.91% | — | 43 | +10,986 | New | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 9,098 | 1,600 | 0.0% | 0.0% | 44 | -95 | -1.03% | Q1 2026 | May 13, 2026 |
| First Citizens Financial Corp | History | Reduced | 8,921 | 1,569 | 0.74% | 0.68% | 45 | -47 | -0.52% | Q1 2026 | Apr 07, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,675 | 1,526 | 0.03% | 0.03% | 46 | +674 | 8.42% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,518 | 1,484 | 0.0% | 0.0% | 47 | -15,570 | -64.64% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 8,416 | 1,480 | 0.0% | 0.0% | 48 | +1,623 | 23.89% | Q1 2026 | May 04, 2026 |
| Navis Wealth Advisors, LLC | History | Added to | 8,117 | 1,427 | 0.73% | 0.53% | 49 | +23 | 0.28% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 8,096 | 1,424 | 0.05% | 0.05% | 50 | -1,268 | -13.54% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 7,941 | 1,396 | 0.01% | 0.01% | 51 | -5,127 | -39.23% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 7,495 | 1,319 | 0.0% | 0.0% | 52 | +2,654 | 54.82% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 7,490 | 1,317 | 0.02% | 0.03% | 53 | -4,299 | -36.47% | Q1 2026 | Apr 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 6,985 | 1,229 | 0.0% | 0.0% | 54 | +3,079 | 78.83% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Reduced | 6,518 | 1,146 | 0.01% | 0.01% | 55 | -534 | -7.57% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 6,488 | 1,141 | 0.0% | 0.0% | 56 | +2,402 | 58.79% | Q1 2026 | Apr 30, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 6,411 | 1,127 | 0.01% | 0.01% | 57 | +255 | 4.14% | Q1 2026 | May 15, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 5,872 | 1,033 | 0.28% | 0.24% | 58 | -22 | -0.37% | Q1 2026 | May 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 5,759 | 1,031 | 0.01% | 0.01% | 59 | -437 | -7.05% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Advisors, LLC | History | New | 5,816 | 1,023 | 0.06% | — | 60 | +5,816 | New | Q1 2026 | Apr 28, 2026 |
| Equitable Holdings, Inc. | History | New | 6,255 | 963 | 0.01% | — | 61 | +6,255 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 5,300 | 932 | 0.0% | — | 62 | +5,300 | New | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,297 | 905 | 0.0% | 0.0% | 63 | +1,603 | 43.39% | Q1 2026 | May 15, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | New | 5,088 | 895 | 0.27% | — | 64 | +5,088 | New | Q1 2026 | May 05, 2026 |
| SHERMAN PORFOLIOS, LLC | History | New | 5,088 | 895 | 0.07% | — | 65 | +5,088 | New | Q1 2026 | May 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 5,014 | 881 | 0.01% | 0.02% | 66 | +27 | 0.54% | Q1 2026 | Apr 21, 2026 |
| Buck Wealth Strategies, LLC | History | New | 4,861 | 855 | 0.11% | — | 67 | +4,861 | New | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 4,835 | 850 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 4,770 | 839 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 4,529 | 796 | 0.0% | 0.0% | 70 | +794 | 21.26% | Q1 2026 | May 15, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 4,251 | 783 | 0.17% | 0.2% | 71 | -391 | -8.42% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 4,426 | 778 | 0.0% | 0.0% | 72 | +3,898 | 738.26% | Q1 2026 | May 08, 2026 |
| Wealth Management Partners, LLC | History | Added to | 4,412 | 776 | 0.22% | 0.13% | 74 | +1,544 | 53.84% | Q1 2026 | Apr 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,343 | 776 | 0.0% | 0.0% | 73 | +343 | 8.58% | Q1 2026 | Apr 08, 2026 |
| Simmons Bank | History | Reduced | 3,996 | 702 | 0.05% | 0.04% | 75 | -140 | -3.38% | Q1 2026 | Apr 23, 2026 |
| Blue Line Capital, LLC / IL | History | New | 3,947 | 694 | 0.79% | — | 76 | +3,947 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 3,941 | 693 | 0.0% | 0.0% | 77 | +1,709 | 76.57% | Q1 2026 | May 15, 2026 |
| Lifestyle Asset Management, Inc. | History | New | 3,826 | 673 | 0.22% | — | 78 | +3,826 | New | Q1 2026 | Apr 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,769 | 663 | 0.01% | 0.0% | 79 | +59 | 1.59% | Q1 2026 | Apr 07, 2026 |
| CITIGROUP INC | History | Reduced | 3,765 | 662 | 0.0% | 0.0% | 80 | -50,066 | -93.01% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | New | 3,641 | 640 | 0.02% | — | 81 | +3,641 | New | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,616 | 636 | 0.01% | 0.01% | 82 | +340 | 10.38% | Q1 2026 | May 04, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Reduced | 3,608 | 634 | 0.45% | 0.4% | 83 | -72 | -1.96% | Q1 2026 | Apr 17, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 3,602 | 633 | 0.01% | 0.01% | 84 | -46 | -1.26% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 3,543 | 623 | 0.0% | 0.0% | 85 | +1,456 | 69.77% | Q1 2026 | May 15, 2026 |
| Essex LLC | History | Reduced | 3,539 | 622 | 0.11% | 0.1% | 86 | -1 | -0.03% | Q1 2026 | Apr 24, 2026 |
| KINTRA WEALTH, LLC | History | New | 3,532 | 621 | 0.04% | — | 87 | +3,532 | New | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | No change | 3,500 | 615 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Empirical Asset Management, LLC | History | No change | 3,469 | 610 | 0.16% | 0.15% | 89 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,068 | 539 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,015 | 530 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,050 | 522 | 0.02% | 0.02% | 92 | -240 | -7.29% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 2,915 | 512 | 0.01% | 0.01% | 93 | -50 | -1.69% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,873 | 505 | 0.01% | 0.01% | 94 | +525 | 22.36% | Q1 2026 | May 18, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 2,765 | 486 | 0.03% | 0.03% | 95 | -4 | -0.14% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,731 | 480 | 0.0% | 0.0% | 96 | +1 | 0.04% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,706 | 476 | 0.0% | — | 97 | +2,706 | New | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | Added to | 2,624 | 461 | 0.02% | 0.01% | 98 | +54 | 2.1% | Q1 2026 | Apr 22, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | New | 2,609 | 458 | 0.26% | — | 99 | +2,609 | New | Q1 2026 | May 04, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 2,601 | 457 | 0.05% | — | 101 | +2,601 | New | Q1 2026 | May 04, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 2,601 | 457 | 0.03% | 0.03% | 100 | +34 | 1.32% | Q1 2026 | Apr 15, 2026 |
| HFG Advisors, Inc. | History | No change | 2,576 | 453 | 0.32% | 0.29% | 102 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kesler, Norman & Wride, LLC | History | New | 2,563 | 450 | 0.08% | — | 103 | +2,563 | New | Q1 2026 | May 06, 2026 |
| Expressive Wealth LLC | History | New | 2,414 | 449 | 0.43% | — | 104 | +2,414 | New | Q1 2026 | May 11, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,523 | 443 | 0.0% | 0.0% | 105 | -43 | -1.68% | Q1 2026 | May 01, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 2,383 | 419 | 0.03% | 0.02% | 106 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Scientech Research LLC | History | New | 2,350 | 413 | 0.34% | — | 107 | +2,350 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 2,334 | 409 | 0.0% | 0.0% | 108 | -527 | -18.42% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Added to | 2,300 | 404 | 0.02% | 0.01% | 109 | +212 | 10.15% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 2,291 | 403 | 0.01% | 0.01% | 110 | +238 | 11.59% | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | Added to | 2,273 | 399 | 0.06% | 0.05% | 111 | +4 | 0.18% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 2,570 | 395 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 2,237 | 393 | 0.32% | 0.28% | 113 | -20 | -0.89% | Q1 2026 | Apr 22, 2026 |
| Legacy Advisors, LLC | History | Added to | 2,189 | 385 | 0.05% | 0.04% | 114 | +6 | 0.27% | Q1 2026 | May 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 2,178 | 383 | 0.02% | 0.04% | 115 | -742 | -25.41% | Q1 2026 | May 08, 2026 |
| Magnus Financial Group LLC | History | Added to | 2,161 | 380 | 0.03% | 0.02% | 116 | +126 | 6.19% | Q1 2026 | Apr 10, 2026 |
| Mattern Wealth Management LLC | History | Reduced | 2,145 | 377 | 0.07% | 0.07% | 117 | -300 | -12.27% | Q1 2026 | Apr 23, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Added to | 2,105 | 370 | 0.14% | 0.12% | 118 | +1 | 0.05% | Q1 2026 | May 08, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 2,099 | 369 | 0.03% | 0.03% | 119 | -4 | -0.19% | Q1 2026 | Apr 22, 2026 |
| Fisher Asset Management, LLC | History | New | 2,083 | 366 | 0.0% | — | 120 | +2,083 | New | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,068 | 363 | 0.01% | 0.01% | 121 | +1 | 0.05% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 2,002 | 352 | 0.0% | 0.0% | 122 | +1 | 0.05% | Q1 2026 | May 15, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 1,858 | 326 | 0.09% | 0.05% | 123 | +464 | 33.29% | Q1 2026 | Apr 22, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 1,853 | 325 | 0.01% | 0.01% | 124 | -57 | -2.98% | Q1 2026 | May 04, 2026 |
| Ethos Financial Group, LLC | History | No change | 2,042 | 314 | 0.02% | 0.02% | 125 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 1,813 | 310 | 0.05% | 0.05% | 126 | -159 | -8.06% | Q1 2026 | May 07, 2026 |
| Daiwa Securities Group Inc. | History | No change | 1,750 | 307 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,743 | 306 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | New | 1,736 | 305 | 0.01% | — | 129 | +1,736 | New | Q1 2026 | May 15, 2026 |
| BTS Asset Management, Inc. | History | New | 1,708 | 300 | 1.16% | — | 130 | +1,708 | New | Q1 2026 | May 13, 2026 |
| Creative Planning | History | New | 1,701 | 299 | 0.0% | — | 131 | +1,701 | New | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,671 | 298 | 0.0% | 0.0% | 132 | -150 | -8.24% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 1,690 | 297 | 0.0% | — | 133 | +1,690 | New | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | New | 1,685 | 296 | 0.0% | — | 134 | +1,685 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 1,669 | 293 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SOUTHERN CAPITAL ADVISORS, LLC | History | Added to | 1,654 | 291 | 0.14% | 0.12% | 136 | +4 | 0.24% | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 1,637 | 287 | 0.0% | 0.0% | 137 | +125 | 8.27% | Q1 2026 | May 14, 2026 |
| Integrated Advisors Network LLC | History | New | 1,542 | 271 | 0.01% | — | 138 | +1,542 | New | Q1 2026 | Apr 28, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 1,536 | 270 | 0.02% | 0.03% | 139 | -1,334 | -46.48% | Q1 2026 | Apr 08, 2026 |
| Titan Wealth (CI) Ltd | History | No change | 1,500 | 264 | 0.11% | 0.09% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 1,500 | 263 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 1,490 | 262 | 0.0% | 0.0% | 142 | -223 | -13.02% | Q1 2026 | May 14, 2026 |
| Busey Bank | History | Reduced | 1,475 | 259 | 0.01% | 0.01% | 143 | -57 | -3.72% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 1,459 | 257 | 0.0% | 0.0% | 144 | +1 | 0.07% | Q1 2026 | May 14, 2026 |
| Trueblood Wealth Management, LLC | History | Added to | 1,452 | 255 | 0.1% | 0.09% | 145 | +4 | 0.28% | Q1 2026 | Apr 21, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | New | 1,379 | 253 | 0.07% | — | 146 | +1,379 | New | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,434 | 252 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 1,426 | 250 | 0.01% | 0.01% | 148 | -12 | -0.83% | Q1 2026 | Apr 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 1,365 | 240 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | New | 1,328 | 234 | 0.0% | — | 150 | +1,328 | New | Q1 2026 | Apr 22, 2026 |
| Junk Investment Group, LLC | History | New | 1,325 | 233 | 0.12% | — | 151 | +1,325 | New | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | New | 1,316 | 231 | 0.0% | — | 152 | +1,316 | New | Q1 2026 | Apr 23, 2026 |
| Independent Advisor Alliance | History | New | 1,310 | 230 | 0.0% | — | 153 | +1,310 | New | Q1 2026 | May 12, 2026 |
| RAM Investment Partners, LLC | History | New | 1,298 | 228 | 0.04% | — | 155 | +1,298 | New | Q1 2026 | May 04, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 1,300 | 228 | 0.0% | 0.0% | 154 | +200 | 18.18% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | New | 1,291 | 227 | 0.0% | — | 156 | +1,291 | New | Q1 2026 | Apr 28, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 1,282 | 225 | 0.0% | — | 157 | +1,282 | New | Q1 2026 | Apr 28, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 1,247 | 219 | 0.19% | 0.13% | 158 | +300 | 31.68% | Q1 2026 | May 11, 2026 |
| Atlas Brown,Inc. | History | New | 1,239 | 217 | 0.07% | — | 159 | +1,239 | New | Q1 2026 | Apr 17, 2026 |
| Altura Wealth Advisors Inc. | History | New | 1,238 | 217 | 0.09% | — | 160 | +1,238 | New | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 1,233 | 216 | 0.0% | — | 161 | +1,233 | New | Q1 2026 | May 15, 2026 |
| FLC Capital Advisors | History | New | 1,233 | 216 | 0.04% | — | 162 | +1,233 | New | Q1 2026 | May 01, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 1,402 | 215 | 0.02% | 0.02% | 163 | +90 | 6.86% | Q1 2026 | Apr 09, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | New | 1,215 | 213 | 0.01% | — | 164 | +1,215 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | No change | 1,199 | 210 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 1,173 | 206 | 0.01% | — | 166 | +1,173 | New | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 1,168 | 205 | 0.0% | — | 168 | +1,168 | New | Q1 2026 | Apr 20, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,170 | 205 | 0.03% | 0.02% | 167 | -60 | -4.88% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | New | 1,147 | 201 | 0.0% | — | 169 | +1,147 | New | Q1 2026 | May 15, 2026 |
| Lynx Investment Advisory | History | New | 1,141 | 200 | 0.1% | — | 170 | +1,141 | New | Q1 2026 | Apr 24, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,108 | 194 | 0.0% | 0.0% | 171 | +314 | 39.55% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,087 | 191 | 0.0% | 0.0% | 172 | -142 | -11.55% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 1,021 | 179 | 0.01% | — | 174 | +1,021 | New | Q1 2026 | May 19, 2026 |
| Piscataqua Savings Bank | History | No change | 1,020 | 179 | 0.13% | 0.11% | 173 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,014 | 178 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,000 | 175 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 829 | 147 | 0.0% | 0.01% | 177 | -834 | -50.15% | Q1 2026 | Apr 28, 2026 |
| BlackRock, Inc. | History | Added to | 777 | 136 | 0.0% | 0.0% | 178 | +157 | 25.32% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 732 | 128 | 0.0% | 0.0% | 179 | +259 | 54.76% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 718 | 126 | 0.0% | 0.0% | 180 | +1 | 0.14% | Q1 2026 | May 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 617 | 108 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NATIXIS | History | New | 615 | 107 | 0.0% | — | 182 | +615 | New | Q1 2026 | May 14, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 605 | 106 | 0.04% | 0.03% | 183 | +49 | 8.81% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Added to | 530 | 93 | 0.0% | 0.0% | 184 | +300 | 130.43% | Q1 2026 | May 07, 2026 |
| Sachetta, LLC | History | Reduced | 511 | 89 | 0.05% | 0.19% | 185 | -1,746 | -77.36% | Q1 2026 | May 01, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 490 | 86 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | Reduced | 476 | 83 | 0.0% | 0.0% | 187 | -219 | -31.51% | Q1 2026 | Apr 13, 2026 |
| Truvestments Capital LLC | History | No change | 475 | 83 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 465 | 82 | 0.0% | 0.0% | 189 | -133 | -22.24% | Q1 2026 | May 05, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 462 | 81 | 0.02% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 425 | 74 | 0.0% | 0.0% | 191 | +307 | 260.17% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | New | 400 | 70 | 0.0% | — | 192 | +400 | New | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 387 | 68 | 0.0% | 0.0% | 193 | -784 | -66.95% | Q1 2026 | May 15, 2026 |
| Providence Capital Advisors, LLC | History | No change | 376 | 66 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 350 | 61 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Colonial Trust Co / SC | History | No change | 350 | 61 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Field & Main Bank | History | Added to | 321 | 56 | 0.02% | 0.01% | 197 | +6 | 1.9% | Q1 2026 | Apr 10, 2026 |
| Strive Financial Group ,LLC | History | No change | 254 | 45 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | No change | 250 | 43 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 242 | 42 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | New | 232 | 40 | 0.0% | — | 203 | +232 | New | Q1 2026 | May 06, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 230 | 40 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 232 | 40 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ascentis Independent Advisors | History | New | 225 | 39 | 0.0% | — | 204 | +225 | New | Q1 2026 | Apr 28, 2026 |
| BankPlus Trust Department | History | No change | 214 | 37 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 206 | 36 | 0.0% | — | 206 | +206 | New | Q1 2026 | Apr 27, 2026 |
| Smithfield Trust Co | History | No change | 200 | 35 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 200 | 35 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 185 | 32 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| New Republic Capital, LLC | History | Reduced | 180 | 31 | 0.01% | 0.01% | 212 | -70 | -28.0% | Q1 2026 | May 01, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 180 | 31 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 177 | 31 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 171 | 30 | 0.02% | — | 215 | +171 | New | Q1 2026 | Apr 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 172 | 30 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Abound Wealth Management | History | No change | 176 | 30 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MYCIO WEALTH PARTNERS, LLC | History | No change | 160 | 28 | 0.01% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Westside Investment Management, Inc. | History | No change | 160 | 28 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Triumph Capital Management | History | No change | 134 | 23 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 130 | 22 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | No change | 123 | 21 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 4,080 | 20 | 0.0% | 0.0% | 221 | +1,444 | 54.78% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 115 | 20 | 0.0% | — | 222 | +115 | New | Q1 2026 | Apr 29, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 113 | 19 | 0.0% | 0.0% | 225 | -7 | -5.83% | Q1 2026 | Apr 10, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 110 | 19 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Front Row Advisors LLC | History | No change | 110 | 19 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Anchor Investment Management, LLC | History | No change | 105 | 18 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BankChampaign, National Association | History | Added to | 100 | 17 | 0.02% | 0.01% | 229 | +73 | 270.37% | Q1 2026 | May 21, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 100 | 17 | 0.0% | 0.0% | 227 | +30 | 42.86% | Q1 2026 | Apr 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 17 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 110 | 16 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Davis Capital Management | History | No change | 88 | 15 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MTM Investment Management, LLC | History | No change | 85 | 14 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 75 | 13 | 0.0% | — | 234 | +75 | New | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 75 | 13 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 72 | 12 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Clark Wealth Partners | History | No change | 63 | 11 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Reflection Asset Management | History | No change | 73 | 11 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 58 | 10 | 0.0% | — | 238 | +58 | New | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | New | 55 | 9 | 0.0% | — | 241 | +55 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 55 | 9 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 55 | 9 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 46 | 8 | 0.0% | 0.0% | 242 | -25 | -35.21% | Q1 2026 | Apr 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 45 | 7 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 38 | 6 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SouthState Bank Corp | History | No change | 30 | 5 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 30 | 5 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 27 | 4 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | New | 20 | 3 | 0.0% | — | 248 | +20 | New | Q1 2026 | Apr 20, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 20 | 3 | 0.0% | — | 249 | +20 | New | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | No change | 6 | 1 | 0.0% | — | 250 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,429 | -100.0% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,050 | -100.0% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,048 | -100.0% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,248 | -100.0% | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,087 | -100.0% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,737 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Closed out | 0 | 0 | — | 0.03% | — | -250 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -140 | -100.0% | Q1 2026 | May 12, 2026 |
| TSFG, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | May 15, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| REAP Financial Group, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |