iSHARES TRUST - IYR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | History | Reduced | 5,270,111 | 498,341 | 0.06% | 0.1% | 1 | -1,572,233 | -22.98% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 4,400,498 | 416,111 | 0.1% | 0.14% | 2 | -1,859,627 | -29.71% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 3,818,731 | 361,099 | 0.02% | 0.02% | 3 | +1,131,297 | 42.1% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 3,711,399 | 350,949 | 0.04% | 0.03% | 4 | +1,088,927 | 41.52% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 3,437,596 | 322,755 | 1.55% | 1.55% | 5 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,969,658 | 280,810 | 0.38% | — | 6 | +2,969,658 | New | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,806,917 | 170,862 | 0.08% | 0.09% | 7 | -319,417 | -15.02% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,640,604 | 155,135 | 0.02% | 0.01% | 8 | +339,782 | 26.12% | Q1 2026 | May 15, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | Added to | 1,620,907 | 153,273 | 1.21% | 0.9% | 9 | +424,330 | 35.46% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 1,518,964 | 143,634 | 0.02% | 0.03% | 10 | -1,423,964 | -48.39% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,390,705 | 131,505 | 0.02% | 0.04% | 11 | -1,290,088 | -48.12% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,300,815 | 123,005 | 0.02% | 0.03% | 12 | -621,292 | -32.32% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,292,491 | 122,217 | 0.01% | 0.01% | 13 | +145,840 | 12.72% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 1,039,021 | 98,249 | 0.04% | 0.08% | 14 | -919,133 | -46.94% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 984,203 | 93,066 | 0.08% | 0.23% | 15 | -729,200 | -42.56% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 955,520 | 90,353 | 0.08% | 0.06% | 16 | +221,142 | 30.11% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 732,983 | 69,310 | 0.01% | 0.01% | 17 | +88,056 | 13.65% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 638,133 | 60,341 | 0.0% | 0.0% | 18 | -322 | -0.05% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 515,761 | 48,770 | 0.02% | 0.01% | 19 | +151,722 | 41.68% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 453,346 | 42,868 | 0.01% | 0.01% | 20 | -171,202 | -27.41% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 436,650 | 40,634 | 0.0% | 0.0% | 21 | +292,741 | 203.42% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 403,457 | 38,151 | 0.04% | 0.02% | 22 | +222,825 | 123.36% | Q1 2026 | Apr 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 371,109 | 35,092 | 0.02% | 0.02% | 23 | -5,250 | -1.39% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 362,136 | 34,243 | 0.04% | 0.04% | 24 | -17,423 | -4.59% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 360,425 | 34,081 | 0.05% | 0.05% | 25 | -13,099 | -3.51% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 359,939 | 34,035 | 0.01% | 0.01% | 26 | +19,050 | 5.59% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 349,531 | 33,051 | 0.02% | 0.02% | 27 | +23,534 | 7.22% | Q1 2026 | May 07, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 327,767 | 30,993 | 0.05% | 0.04% | 28 | +81,333 | 33.0% | Q1 2026 | May 14, 2026 |
| CONNABLE OFFICE INC | History | Added to | 307,253 | 29,053 | 2.86% | 2.58% | 29 | +7,696 | 2.57% | Q1 2026 | Apr 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 256,900 | 24,292 | 0.05% | 0.03% | 30 | +71,350 | 38.45% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 235,801 | 23,922 | 0.06% | 0.03% | 31 | +76,100 | 47.65% | Q1 2026 | May 15, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 243,000 | 22,978 | 1.5% | 1.5% | 32 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 233,799 | 22,108 | 0.09% | 0.09% | 33 | -2,921 | -1.23% | Q1 2026 | May 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 218,826 | 20,692 | 0.03% | 0.02% | 34 | +64,510 | 41.8% | Q1 2026 | May 15, 2026 |
| Global Endowment Management, LP | History | Added to | 204,000 | 19,290 | 2.15% | 1.86% | 35 | +45,060 | 28.35% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 202,426 | 19,141 | 0.01% | 0.01% | 36 | -1,677 | -0.82% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Reduced | 200,000 | 18,912 | 0.08% | 0.14% | 37 | -100,000 | -33.33% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 186,033 | 17,601 | 0.0% | 0.0% | 38 | -15,154 | -7.53% | Q1 2026 | May 15, 2026 |
| Sand Hill Global Advisors, LLC | History | Added to | 185,028 | 17,496 | 0.59% | 0.6% | 39 | +1,227 | 0.67% | Q1 2026 | May 14, 2026 |
| Passaic Partners LLC | History | New | 183,304 | 17,333 | 1.62% | — | 40 | +183,304 | New | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 180,000 | 17,020 | 0.07% | 0.0% | 41 | +169,556 | 1623.48% | Q1 2026 | May 13, 2026 |
| Magnus Financial Group LLC | History | Added to | 175,501 | 16,595 | 1.35% | 1.19% | 42 | +9,550 | 5.75% | Q1 2026 | Apr 10, 2026 |
| Financial Advisory Corp | History | Added to | 150,315 | 14,213 | 1.97% | 2.01% | 43 | +2,960 | 2.01% | Q1 2026 | Apr 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 146,438 | 13,847 | 0.01% | 0.0% | 44 | +34,375 | 30.67% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 136,630 | 12,919 | 0.0% | 0.0% | 45 | +13,421 | 10.89% | Q1 2026 | May 04, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 126,057 | 11,919 | 0.24% | 0.21% | 46 | -1,094 | -0.86% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 120,362 | 11,381 | 0.01% | 0.01% | 47 | -2,018 | -1.65% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Added to | 115,909 | 10,960 | 0.02% | 0.0% | 48 | +78,709 | 211.58% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 113,052 | 10,690 | 0.01% | 0.01% | 49 | +609 | 0.54% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 112,868 | 10,672 | 0.02% | 0.02% | 50 | +24,086 | 27.13% | Q1 2026 | May 14, 2026 |
| Flat Footed LLC | History | New | 110,000 | 10,401 | 1.13% | — | 51 | +110,000 | New | Q1 2026 | May 15, 2026 |
| Maven Securities LTD | History | Added to | 102,668 | 9,705 | 0.19% | 0.17% | 52 | +22,797 | 28.54% | Q1 2026 | May 15, 2026 |
| DDFG, Inc | History | Added to | 99,025 | 9,363 | 2.02% | 1.9% | 53 | +6,504 | 7.03% | Q1 2026 | Apr 22, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 91,537 | 8,655 | 1.2% | 1.13% | 54 | +5,397 | 6.27% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 90,680 | 8,574 | 0.02% | 0.03% | 55 | -31,934 | -26.04% | Q1 2026 | May 04, 2026 |
| Greenland Capital Management LP | History | Added to | 90,000 | 8,510 | 1.08% | 0.4% | 56 | +50,000 | 125.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 81,813 | 7,736 | 0.01% | 0.01% | 57 | +24,249 | 42.13% | Q1 2026 | May 13, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 80,699 | 7,630 | 0.12% | 0.1% | 58 | +9,515 | 13.37% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 79,461 | 7,513 | 0.01% | 0.01% | 59 | +30,136 | 61.1% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | New | 69,995 | 6,618 | 0.05% | — | 60 | +69,995 | New | Q1 2026 | May 07, 2026 |
| Virtu Financial LLC | History | New | 68,217 | 6,451 | 0.27% | — | 61 | +68,217 | New | Q1 2026 | May 14, 2026 |
| Omega Financial Group, LLC | History | Reduced | 63,587 | 6,012 | 1.95% | 2.04% | 62 | -2,485 | -3.76% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | Added to | 63,336 | 5,989 | 0.21% | 0.07% | 63 | +41,572 | 191.01% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | No change | 63,244 | 5,980 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COURIER CAPITAL LLC | History | Added to | 60,775 | 5,746 | 0.32% | 0.3% | 65 | +3,079 | 5.34% | Q1 2026 | Apr 23, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Added to | 59,565 | 5,632 | 1.82% | 1.47% | 66 | +7,768 | 15.0% | Q1 2026 | Apr 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 57,907 | 5,476 | 0.01% | 0.01% | 67 | +4,604 | 8.64% | Q1 2026 | Apr 30, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 55,072 | 5,322 | 0.01% | 0.01% | 68 | +27,536 | 100.0% | Q1 2026 | May 12, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 53,063 | 5,210 | 0.73% | 0.72% | 69 | -468 | -0.87% | Q1 2026 | Apr 13, 2026 |
| CarsonAllaria Wealth Management, Ltd. | History | Added to | 54,104 | 5,116 | 2.53% | 2.47% | 70 | +1,039 | 1.96% | Q1 2026 | Apr 30, 2026 |
| MARSHALL WACE, LLP | History | Added to | 51,861 | 4,903 | 0.0% | 0.0% | 71 | +44,141 | 571.77% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 51,315 | 4,852 | 0.1% | 0.1% | 72 | -3,307 | -6.05% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 50,041 | 4,731 | 0.01% | 0.01% | 73 | +833 | 1.69% | Q1 2026 | Apr 27, 2026 |
| Allie Family Office LLC | History | Reduced | 49,873 | 4,715 | 2.06% | 2.21% | 74 | -626 | -1.24% | Q1 2026 | May 13, 2026 |
| MYDA Advisors LLC | History | New | 48,000 | 4,538 | 0.75% | — | 75 | +48,000 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 47,576 | 4,498 | 0.0% | 0.0% | 76 | +7,771 | 19.52% | Q1 2026 | May 05, 2026 |
| BANK OF NOVA SCOTIA | History | New | 45,960 | 4,349 | 0.01% | — | 77 | +45,960 | New | Q1 2026 | May 14, 2026 |
| REBALANCE, LLC | History | Added to | 45,935 | 4,343 | 0.25% | 0.25% | 78 | +497 | 1.09% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Added to | 45,041 | 4,273 | 0.07% | 0.07% | 79 | +3,720 | 9.0% | Q1 2026 | May 14, 2026 |
| J. Goldman & Co LP | History | Reduced | 44,297 | 4,188 | 0.12% | 0.11% | 80 | -2,045 | -4.41% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 43,210 | 4,085 | 0.0% | 0.0% | 81 | +37,639 | 675.62% | Q1 2026 | May 04, 2026 |
| Rodgers & Associates, LTD | History | Added to | 41,134 | 3,889 | 0.4% | 0.38% | 82 | +1,139 | 2.85% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 40,950 | 3,872 | 0.01% | 0.01% | 83 | -9,064 | -18.12% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 40,158 | 3,798 | 0.01% | 0.01% | 84 | -199 | -0.49% | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 39,223 | 3,682 | 1.0% | 1.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 38,300 | 3,621 | 0.57% | 0.49% | 86 | +5,489 | 16.73% | Q1 2026 | May 13, 2026 |
| Pictet North America Advisors SA | History | No change | 37,434 | 3,539 | 0.35% | 0.33% | 87 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Added to | 36,008 | 3,404 | 1.49% | 1.46% | 89 | +1,867 | 5.47% | Q1 2026 | Apr 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 36,000 | 3,404 | 0.38% | 0.37% | 88 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Allegheny Financial Group | History | Added to | 35,677 | 3,373 | 0.45% | 0.48% | 90 | +964 | 2.78% | Q1 2026 | Apr 16, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 34,940 | 3,303 | 1.05% | 1.03% | 91 | -96 | -0.27% | Q1 2026 | Apr 27, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 34,843 | 3,294 | 0.17% | 0.18% | 92 | -2,089 | -5.66% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 34,601 | 3,271 | 0.04% | 0.04% | 93 | -341 | -0.98% | Q1 2026 | Apr 28, 2026 |
| Fairway Wealth LLC | History | Added to | 34,527 | 3,264 | 0.86% | 0.87% | 94 | +11 | 0.03% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 34,583 | 3,230 | 0.0% | 0.0% | 95 | -3,506 | -9.2% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 33,400 | 3,158 | 0.0% | 0.01% | 96 | -52,700 | -61.21% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 31,706 | 2,998 | 0.56% | 0.45% | 97 | +6,171 | 24.17% | Q1 2026 | Apr 28, 2026 |
| Waverly Advisors, LLC | History | Added to | 31,493 | 2,977 | 0.02% | 0.02% | 98 | +2,533 | 8.75% | Q1 2026 | May 15, 2026 |
| TCM Advisors, LLC | History | Added to | 31,293 | 2,959 | 0.22% | 0.22% | 99 | +700 | 2.29% | Q1 2026 | May 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 30,909 | 2,912 | 0.02% | 0.01% | 100 | +10,670 | 52.72% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 30,400 | 2,874 | 0.01% | 0.03% | 101 | -78,800 | -72.16% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 30,091 | 2,845 | 0.09% | 0.05% | 102 | -418 | -1.37% | Q1 2026 | Apr 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 29,079 | 2,749 | 0.15% | 0.15% | 103 | -150 | -0.51% | Q1 2026 | Apr 20, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 28,475 | 2,692 | 0.52% | 0.51% | 104 | +113 | 0.4% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,723 | 2,621 | 0.01% | 0.01% | 105 | +2,675 | 10.68% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 27,498 | 2,600 | 0.07% | 0.07% | 106 | -542 | -1.93% | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 27,278 | 2,579 | 0.01% | 0.01% | 107 | +6,839 | 33.46% | Q1 2026 | May 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 27,171 | 2,569 | 0.7% | 0.69% | 108 | -730 | -2.62% | Q1 2026 | May 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 26,764 | 2,530 | 0.18% | 0.17% | 109 | -135 | -0.5% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 26,497 | 2,506 | 0.08% | — | 110 | +26,497 | New | Q1 2026 | May 15, 2026 |
| RiverGlades Family Offices LLC | History | New | 26,498 | 2,505 | 1.47% | — | 111 | +26,498 | New | Q1 2026 | May 13, 2026 |
| Glenview Trust Co | History | Reduced | 26,355 | 2,492 | 0.04% | 0.04% | 112 | -88 | -0.33% | Q1 2026 | May 08, 2026 |
| Naviter Wealth, LLC | History | Added to | 26,194 | 2,476 | 0.31% | 0.32% | 113 | +30 | 0.11% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 25,519 | 2,395 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 24,279 | 2,295 | 0.0% | 0.0% | 115 | +23,877 | 5939.55% | Q1 2026 | May 01, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 22,250 | 2,130 | 0.7% | — | 116 | +22,250 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 22,484 | 2,126 | 0.0% | 0.0% | 117 | +922 | 4.28% | Q1 2026 | May 15, 2026 |
| NEPC LLC | History | Added to | 22,318 | 2,110 | 0.04% | 0.04% | 118 | +571 | 2.63% | Q1 2026 | May 15, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 22,284 | 2,107 | 0.92% | 0.9% | 119 | +402 | 1.84% | Q1 2026 | May 12, 2026 |
| Canton Hathaway, LLC | History | Added to | 21,884 | 2,069 | 0.42% | 0.37% | 120 | +1,462 | 7.16% | Q1 2026 | Apr 24, 2026 |
| Broadview Financial Management, LLC | History | Added to | 21,091 | 1,994 | 1.36% | 1.3% | 121 | +411 | 1.99% | Q1 2026 | May 04, 2026 |
| Americana Partners, LLC | History | No change | 20,644 | 1,952 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 20,453 | 1,934 | 0.0% | 0.0% | 123 | -1,505 | -6.85% | Q1 2026 | May 14, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Added to | 20,396 | 1,928 | 0.76% | 0.69% | 124 | +1,047 | 5.41% | Q1 2026 | Apr 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 19,967 | 1,888 | 0.04% | 0.04% | 125 | -450 | -2.2% | Q1 2026 | Apr 30, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 19,819 | 1,874 | 0.35% | 0.33% | 126 | -950 | -4.57% | Q1 2026 | May 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 19,818 | 1,873 | 0.22% | — | 127 | +19,818 | New | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 19,513 | 1,845 | 0.07% | 0.06% | 128 | +810 | 4.33% | Q1 2026 | Apr 20, 2026 |
| Cordant, Inc. | History | Reduced | 19,287 | 1,823 | 0.74% | 0.76% | 129 | -47 | -0.24% | Q1 2026 | Apr 13, 2026 |
| Hazelview Securities Inc. | History | New | 19,190 | 1,814 | 0.34% | — | 130 | +19,190 | New | Q1 2026 | May 14, 2026 |
| Garde Capital, Inc. | History | Added to | 18,803 | 1,778 | 0.11% | 0.1% | 131 | +1,617 | 9.41% | Q1 2026 | Apr 28, 2026 |
| Legacy Private Trust Co. | History | Reduced | 18,756 | 1,773 | 0.11% | 0.11% | 132 | -634 | -3.27% | Q1 2026 | Apr 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,766 | 1,710 | 0.0% | 0.0% | 133 | -8,448 | -32.23% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 17,984 | 1,701 | 0.01% | 0.01% | 134 | +4,971 | 38.2% | Q1 2026 | Apr 07, 2026 |
| First Citizens Financial Corp | History | Reduced | 17,896 | 1,692 | 0.8% | 0.87% | 135 | -812 | -4.34% | Q1 2026 | Apr 07, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 17,704 | 1,674 | 0.12% | 0.36% | 136 | -37,010 | -67.64% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 17,588 | 1,651 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Gray Private Wealth, LLC | History | Reduced | 17,429 | 1,648 | 0.83% | 0.86% | 138 | -1,299 | -6.94% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 17,378 | 1,643 | 0.0% | 0.0% | 139 | -1,413 | -7.52% | Q1 2026 | May 14, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 16,171 | 1,529 | 0.09% | — | 140 | +16,171 | New | Q1 2026 | Apr 09, 2026 |
| NorthRock Partners, LLC | History | Reduced | 16,100 | 1,522 | 0.02% | 0.03% | 141 | -106 | -0.65% | Q1 2026 | May 15, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 16,052 | 1,517 | 0.29% | 0.27% | 142 | +2,025 | 14.44% | Q1 2026 | Apr 21, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 15,980 | 1,510 | 1.02% | 0.99% | 143 | +40 | 0.25% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 15,781 | 1,492 | 0.01% | 0.01% | 144 | +5,223 | 49.47% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Reduced | 15,610 | 1,476 | 0.01% | 0.01% | 145 | -1,000 | -6.02% | Q1 2026 | May 13, 2026 |
| Embree Financial Group | History | Reduced | 15,469 | 1,462 | 0.17% | 0.19% | 146 | -1,048 | -6.34% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Added to | 15,334 | 1,450 | 0.01% | 0.01% | 147 | +2,678 | 21.16% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 15,340 | 1,450 | 0.0% | 0.0% | 148 | -109 | -0.71% | Q1 2026 | May 13, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 15,298 | 1,446 | 0.22% | 0.23% | 149 | +61 | 0.4% | Q1 2026 | May 12, 2026 |
| Holocene Advisors, LP | History | New | 15,000 | 1,418 | 0.0% | — | 150 | +15,000 | New | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Added to | 14,700 | 1,389 | 0.0% | 0.0% | 151 | +4,800 | 48.48% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,589 | 1,379 | 0.01% | 0.01% | 152 | -293 | -1.97% | Q1 2026 | Apr 24, 2026 |
| Apella Capital, LLC | History | Added to | 13,376 | 1,377 | 0.02% | 0.02% | 153 | +1,705 | 14.61% | Q1 2026 | Apr 20, 2026 |
| BETO FINANCIAL GROUP, LLC | History | Reduced | 13,365 | 1,370 | 0.8% | 1.72% | 154 | -13,325 | -49.93% | Q1 2026 | May 11, 2026 |
| StoneX Group Inc. | History | Reduced | 14,479 | 1,369 | 0.07% | 0.1% | 155 | -9,951 | -40.73% | Q1 2026 | May 14, 2026 |
| Upper Left Wealth Management, LLC | History | Reduced | 14,080 | 1,331 | 0.79% | 0.82% | 156 | -174 | -1.22% | Q1 2026 | Apr 16, 2026 |
| Verition Fund Management LLC | History | Reduced | 13,762 | 1,301 | 0.01% | 0.02% | 157 | -38,671 | -73.75% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 13,645 | 1,290 | 0.08% | 0.08% | 158 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cresset Asset Management, LLC | History | Added to | 13,152 | 1,243 | 0.01% | 0.0% | 159 | +8,798 | 202.07% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 13,054 | 1,234 | 0.0% | 0.0% | 160 | +286 | 2.24% | Q1 2026 | May 12, 2026 |
| PEAK6 LLC | History | Reduced | 12,700 | 1,200 | 0.0% | 0.0% | 162 | -14,100 | -52.61% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | No change | 12,693 | 1,200 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 12,637 | 1,194 | 0.01% | 0.01% | 163 | +7,866 | 164.87% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | New | 12,610 | 1,192 | 0.21% | — | 164 | +12,610 | New | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Added to | 12,366 | 1,169 | 0.04% | 0.02% | 165 | +6,508 | 111.1% | Q1 2026 | May 18, 2026 |
| BROWN ADVISORY INC | History | Reduced | 12,210 | 1,154 | 0.0% | 0.0% | 166 | -10 | -0.08% | Q1 2026 | May 15, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 12,178 | 1,151 | 0.26% | 0.24% | 167 | +871 | 7.7% | Q1 2026 | Apr 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,954 | 1,130 | 0.0% | 0.0% | 168 | +1,847 | 18.27% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Added to | 11,945 | 1,129 | 0.02% | 0.02% | 169 | +251 | 2.15% | Q1 2026 | May 01, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 11,391 | 1,077 | 0.01% | 0.01% | 170 | -1,344 | -10.55% | Q1 2026 | Apr 30, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 11,092 | 1,048 | 0.03% | 0.07% | 171 | -13,908 | -55.63% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 11,077 | 1,047 | 0.01% | 0.01% | 172 | -528 | -4.55% | Q1 2026 | Apr 27, 2026 |
| Tidal Investments LLC | History | Added to | 10,900 | 1,030 | 0.0% | 0.0% | 173 | +3,000 | 37.97% | Q1 2026 | May 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | New | 10,878 | 1,028 | 0.23% | — | 174 | +10,878 | New | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 10,801 | 1,021 | 0.0% | 0.0% | 175 | +157 | 1.48% | Q1 2026 | May 13, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | No change | 10,634 | 1,005 | 0.48% | 0.48% | 176 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 10,270 | 971 | 0.01% | 0.0% | 177 | +7,263 | 241.54% | Q1 2026 | May 08, 2026 |
| Faithward Advisors, LLC | History | Added to | 10,079 | 953 | 0.14% | 0.13% | 178 | +614 | 6.49% | Q1 2026 | Apr 17, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 10,066 | 952 | 0.23% | 0.22% | 179 | -52 | -0.51% | Q1 2026 | May 12, 2026 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | History | No change | 10,055 | 950 | 0.05% | 0.05% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 10,037 | 949 | 0.05% | 0.06% | 181 | -1,917 | -16.04% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 9,886 | 935 | 0.01% | 0.01% | 182 | +93 | 0.95% | Q1 2026 | May 14, 2026 |
| Finley Financial, LLC | History | Reduced | 9,750 | 921 | 0.43% | 0.45% | 183 | -835 | -7.89% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,617 | 909 | 0.02% | 0.01% | 184 | +4,342 | 82.31% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,357 | 866 | 0.0% | 0.0% | 185 | +1,193 | 14.61% | Q1 2026 | May 15, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 9,137 | 864 | 0.03% | 0.04% | 186 | -3,284 | -26.44% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | No change | 9,176 | 861 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kagan Cocozza Asset Management | History | Added to | 9,090 | 859 | 0.6% | 0.6% | 188 | +35 | 0.39% | Q1 2026 | Apr 23, 2026 |
| DV Trading LLC | History | Added to | 9,067 | 857 | 0.02% | 0.01% | 189 | +4,327 | 91.29% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 8,856 | 837 | 0.0% | 0.0% | 190 | -2,164 | -19.64% | Q1 2026 | May 14, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 8,670 | 821 | 0.15% | 0.15% | 191 | -254 | -2.85% | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 8,618 | 814 | 0.03% | 0.03% | 192 | -16 | -0.19% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | No change | 8,566 | 809 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 8,410 | 795 | 0.01% | 0.01% | 194 | -148 | -1.73% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 8,251 | 780 | 0.01% | — | 195 | +8,251 | New | Q1 2026 | May 11, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 8,245 | 779 | 0.03% | 0.03% | 196 | -117 | -1.4% | Q1 2026 | May 15, 2026 |
| Creekside Partners | History | Added to | 8,177 | 773 | 0.32% | 0.32% | 197 | +9 | 0.11% | Q1 2026 | Apr 21, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 8,117 | 767 | 0.01% | 0.01% | 198 | -444 | -5.19% | Q1 2026 | May 12, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 7,965 | 753 | 0.02% | 0.02% | 199 | -800 | -9.13% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 7,821 | 739 | 0.0% | 0.0% | 200 | +2,745 | 54.08% | Q1 2026 | May 13, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 7,778 | 735 | 0.26% | 0.22% | 201 | +798 | 11.43% | Q1 2026 | Apr 21, 2026 |
| M&T BANK CORP | History | Added to | 7,712 | 729 | 0.0% | 0.0% | 202 | +98 | 1.29% | Q1 2026 | May 12, 2026 |
| BAILARD, INC. | History | No change | 7,718 | 729 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,680 | 726 | 0.0% | 0.0% | 204 | -281 | -3.53% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,666 | 724 | 0.0% | 0.0% | 205 | +1,086 | 16.5% | Q1 2026 | May 08, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 7,650 | 723 | 0.08% | 0.09% | 206 | -1,700 | -18.18% | Q1 2026 | Apr 28, 2026 |
| Courage Miller Partners, LLC | History | Added to | 7,638 | 722 | 0.2% | 0.21% | 207 | +126 | 1.68% | Q1 2026 | Apr 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 7,589 | 718 | 0.0% | 0.0% | 208 | -347 | -4.37% | Q1 2026 | May 01, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 7,503 | 709 | 0.04% | 0.06% | 209 | -5,769 | -43.47% | Q1 2026 | Apr 28, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 7,492 | 708 | 0.25% | 0.4% | 210 | -3,948 | -34.51% | Q1 2026 | May 11, 2026 |
| Keel Point, LLC | History | No change | 7,539 | 707 | 0.04% | 0.04% | 211 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Volterra Technologies LP | History | Reduced | 7,426 | 702 | 0.09% | 0.29% | 212 | -22,774 | -75.41% | Q1 2026 | May 14, 2026 |
| BALANCED WEALTH GROUP LLC | History | Added to | 7,262 | 686 | 0.25% | 0.25% | 213 | +87 | 1.21% | Q1 2026 | Apr 23, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 7,047 | 666 | 0.05% | 0.04% | 214 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 6,985 | 660 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Krilogy Financial LLC | History | Added to | 6,499 | 658 | 0.02% | 0.02% | 216 | +3 | 0.05% | Q1 2026 | Apr 17, 2026 |
| American Wealth Advisors, LLC | History | Added to | 6,906 | 653 | 0.68% | 0.64% | 217 | +1 | 0.01% | Q1 2026 | Apr 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 6,790 | 642 | 0.23% | 0.23% | 218 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 6,759 | 639 | 0.2% | 0.22% | 219 | -555 | -7.59% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,756 | 638 | 0.01% | 0.01% | 220 | +1,100 | 19.45% | Q1 2026 | Apr 10, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Reduced | 6,690 | 632 | 0.11% | 0.11% | 221 | -115 | -1.69% | Q1 2026 | May 05, 2026 |
| NWAM LLC | History | Reduced | 6,557 | 620 | 0.04% | 0.04% | 222 | -351 | -5.08% | Q1 2026 | May 04, 2026 |
| Covenant Asset Management, LLC | History | No change | 6,557 | 620 | 0.09% | 0.07% | 223 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 6,528 | 617 | 0.04% | 0.04% | 224 | -1,087 | -14.27% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 6,517 | 616 | 0.01% | 0.0% | 225 | +638 | 10.85% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,432 | 608 | 0.01% | 0.01% | 226 | +224 | 3.61% | Q1 2026 | Apr 14, 2026 |
| Bucket List Wealth Management, LLC | History | Added to | 6,421 | 607 | 0.37% | 0.36% | 227 | +68 | 1.07% | Q1 2026 | May 07, 2026 |
| Exit Wealth Advisors, LLC. | History | Reduced | 6,369 | 602 | 0.31% | 0.4% | 228 | -901 | -12.39% | Q1 2026 | May 11, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 6,289 | 594 | 0.22% | 0.2% | 229 | -212 | -3.26% | Q1 2026 | May 12, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 6,251 | 591 | 0.01% | 0.01% | 230 | +39 | 0.63% | Q1 2026 | Apr 10, 2026 |
| Composition Wealth, LLC | History | Reduced | 6,245 | 590 | 0.01% | 0.01% | 231 | -368 | -5.56% | Q1 2026 | Apr 08, 2026 |
| Waldron Private Wealth LLC | History | No change | 6,246 | 590 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 6,227 | 589 | 0.04% | — | 233 | +6,227 | New | Q1 2026 | May 08, 2026 |
| Ballew Advisors, Inc | History | Reduced | 5,935 | 586 | 0.33% | 0.82% | 235 | -9,402 | -61.3% | Q1 2026 | Apr 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,186 | 586 | 0.01% | 0.01% | 236 | +976 | 18.73% | Q1 2026 | Apr 07, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Reduced | 6,206 | 586 | 0.08% | 0.08% | 234 | -123 | -1.94% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 6,109 | 577 | 0.0% | 0.0% | 237 | -88,347 | -93.53% | Q1 2026 | May 04, 2026 |
| WealthNavi Inc. | History | Added to | 6,010,249 | 568 | 4.92% | 4.84% | 238 | +171,312 | 2.93% | Q1 2026 | Apr 21, 2026 |
| TFO Wealth Partners, LLC | History | Added to | 5,914 | 559 | 0.08% | 0.08% | 239 | +1 | 0.02% | Q1 2026 | May 08, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 5,911 | 558 | 0.04% | 0.03% | 240 | +1,102 | 22.92% | Q1 2026 | May 07, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 5,871 | 555 | 0.01% | 0.01% | 241 | -978 | -14.28% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Added to | 5,751 | 543 | 0.13% | 0.07% | 242 | +2,773 | 93.12% | Q1 2026 | May 06, 2026 |
| Regal Investment Advisors LLC | History | Added to | 5,706 | 539 | 0.03% | 0.03% | 243 | +140 | 2.52% | Q1 2026 | May 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 5,796 | 538 | 0.07% | 0.05% | 244 | +1,410 | 32.15% | Q1 2026 | May 12, 2026 |
| Independence Wealth Advisors, LLC | History | Added to | 5,600 | 529 | 0.28% | 0.29% | 245 | +193 | 3.57% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Added to | 5,495 | 519 | 0.01% | 0.01% | 246 | +718 | 15.03% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 5,484 | 518 | 0.04% | 0.04% | 247 | -58 | -1.05% | Q1 2026 | Apr 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 5,439 | 514 | 0.01% | 0.02% | 249 | +976 | 21.87% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 5,438 | 514 | 0.01% | 0.01% | 248 | +975 | 21.85% | Q1 2026 | May 15, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 5,310 | 502 | 0.46% | 0.45% | 250 | +25 | 0.47% | Q1 2026 | Apr 08, 2026 |
| HCR Wealth Advisors | History | No change | 5,265 | 497 | 0.05% | 0.05% | 251 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 5,240 | 495 | 0.15% | 0.14% | 252 | +20 | 0.38% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,106 | 484 | 0.0% | 0.0% | 253 | +3,525 | 222.96% | Q1 2026 | May 12, 2026 |
| CFM WEALTH PARTNERS LLC | History | Reduced | 5,118 | 483 | 0.07% | 0.07% | 254 | -67 | -1.29% | Q1 2026 | Apr 21, 2026 |
| Principle Wealth Partners LLC | History | No change | 5,100 | 482 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sava Infond d.o.o. | History | No change | 5,100 | 482 | 0.07% | 0.06% | 256 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard National Trust Co | History | New | 5,079 | 480 | 0.03% | — | 257 | +5,079 | New | Q1 2026 | May 08, 2026 |
| PATTEN & PATTEN INC/TN | History | Added to | 5,047 | 477 | 0.03% | 0.02% | 258 | +800 | 18.84% | Q1 2026 | May 01, 2026 |
| VANGUARD GROUP INC | History | No change | 5,079 | 476 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Westmount Partners, LLC | History | Reduced | 5,002 | 472 | 0.12% | 0.12% | 260 | -36 | -0.71% | Q1 2026 | Apr 16, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 4,967 | 469 | 0.0% | 0.0% | 261 | -38 | -0.76% | Q1 2026 | Apr 15, 2026 |
| Tower Wealth Partners, Inc. | History | Added to | 4,955 | 468 | 0.26% | 0.25% | 262 | +32 | 0.65% | Q1 2026 | May 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 4,845 | 458 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 4,786 | 452 | 0.0% | 0.0% | 264 | -272 | -5.38% | Q1 2026 | May 11, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,754 | 449 | 0.02% | 0.02% | 266 | +76 | 1.62% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Added to | 4,748 | 449 | 0.03% | 0.03% | 265 | +2 | 0.04% | Q1 2026 | Apr 14, 2026 |
| PARTNERS WEALTH MANAGEMENT, LLC | History | No change | 4,710 | 445 | 0.46% | 0.46% | 267 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Union Bancaire Privee, UBP SA | History | New | 4,756 | 442 | 0.01% | — | 268 | +4,756 | New | Q1 2026 | Apr 22, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 4,673 | 441 | 0.08% | 0.08% | 269 | +12 | 0.26% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 4,626 | 437 | 0.0% | 0.0% | 270 | +72 | 1.58% | Q1 2026 | May 15, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | New | 4,609 | 435 | 0.12% | — | 271 | +4,609 | New | Q1 2026 | Apr 08, 2026 |
| SACHEM HILL LLC | History | No change | 4,595 | 434 | 0.08% | 0.08% | 272 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,568 | 431 | 0.01% | 0.01% | 274 | -718 | -13.58% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 4,558 | 431 | 0.0% | 0.0% | 273 | +545 | 13.58% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 4,590 | 430 | 0.0% | 0.0% | 275 | -1,407 | -23.46% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 4,525 | 427 | 0.0% | 0.0% | 276 | +563 | 14.21% | Q1 2026 | May 13, 2026 |
| LightSquare Wealth Management, LLC | History | New | 4,329 | 409 | 0.31% | — | 277 | +4,329 | New | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | No change | 4,286 | 405 | 0.06% | 0.05% | 278 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Investment Advisory Group, LLC | History | Added to | 4,270 | 403 | 0.1% | 0.1% | 279 | +160 | 3.89% | Q1 2026 | Apr 22, 2026 |
| Audent Global Asset Management, LLC | History | Reduced | 3,378 | 389 | 0.39% | 0.26% | 280 | -949 | -21.93% | Q1 2026 | May 06, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 4,009 | 379 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 3,940 | 372 | 0.0% | 0.0% | 282 | -489 | -11.04% | Q1 2026 | May 01, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,824 | 361 | 0.0% | 0.0% | 283 | +708 | 22.72% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 3,816 | 360 | 0.03% | 0.03% | 284 | -400 | -9.49% | Q1 2026 | Apr 23, 2026 |
| Alhambra Investment Management LLC | History | Added to | 3,777 | 357 | 0.16% | 0.16% | 285 | +169 | 4.68% | Q1 2026 | Apr 15, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 3,730 | 352 | 0.05% | 0.14% | 286 | -7,701 | -67.37% | Q1 2026 | May 04, 2026 |
| CITY HOLDING CO | History | Reduced | 3,701 | 349 | 0.04% | 0.04% | 287 | -85 | -2.25% | Q1 2026 | Apr 15, 2026 |
| SENTINEL WEALTH MANAGEMENT, INC. | History | No change | 3,660 | 346 | 0.28% | 0.28% | 288 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFG Advisors, LLC | History | Added to | 3,650 | 345 | 0.06% | 0.06% | 290 | +9 | 0.25% | Q1 2026 | Apr 09, 2026 |
| INTRUST BANK NA | History | No change | 3,657 | 345 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 3,631 | 343 | 0.0% | 0.0% | 291 | +269 | 8.0% | Q1 2026 | Apr 23, 2026 |
| CASTLE WEALTH MANAGEMENT LLC | History | No change | 3,618 | 342 | 0.11% | 0.11% | 292 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 3,609 | 341 | 0.0% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ferguson Johnson Wealth Management Inc | History | Added to | 3,507 | 331 | 0.27% | 0.27% | 294 | +6 | 0.17% | Q1 2026 | May 05, 2026 |
| Paladin Advisory Group, LLC | History | Reduced | 3,444 | 325 | 0.25% | 0.25% | 296 | -250 | -6.77% | Q1 2026 | Apr 30, 2026 |
| ROCKLAND TRUST CO | History | Reduced | 3,447 | 325 | 0.01% | 0.01% | 295 | -14 | -0.4% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | New | 3,433 | 324 | 0.0% | — | 300 | +3,433 | New | Q1 2026 | May 12, 2026 |
| CYPRESS FINANCIAL PLANNING LLC | History | Reduced | 3,433 | 324 | 0.09% | 0.09% | 299 | -64 | -1.83% | Q1 2026 | Apr 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 3,433 | 324 | 0.0% | 0.0% | 298 | -46 | -1.32% | Q1 2026 | Apr 28, 2026 |
| Rathbones Group PLC | History | No change | 3,431 | 324 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 12, 2026 |