iSHARES TRUST - IYW
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 | 5,029,291 | 912,414 | 0.05% | 0.07% | 1 | -743,713 | -12.88% | Q1 2026 | May 15, 2026 |
| PGIM Custom Harvest LLC | History | Added to | 4,545,590 | 824,660 | 12.88% | 12.84% | 2 | +191,049 | 4.39% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 3,409,351 | 618,524 | 0.05% | 0.05% | 3 | -153,242 | -4.3% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 3,041,702 | 551,825 | 0.15% | 0.2% | 4 | -552,691 | -15.38% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 1,757,173 | 318,786 | 0.05% | 0.06% | 5 | -65,504 | -3.59% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,506,132 | 273,242 | 0.05% | 0.06% | 6 | -45,577 | -2.94% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,468,783 | 266,466 | 0.08% | 0.09% | 7 | -6,720 | -0.46% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,460,181 | 253,385 | 0.02% | 0.05% | 8 | -2,573,110 | -63.8% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,320,707 | 239,602 | 0.06% | 0.12% | 9 | -702,271 | -34.71% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,005,018 | 182,330 | 2.82% | 3.02% | 10 | +86,618 | 9.43% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 977,825 | 177,397 | 0.09% | 0.1% | 11 | +91,338 | 10.3% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 920,124 | 166,928 | 0.13% | 0.29% | 12 | -118,100 | -11.38% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 892,561 | 161,929 | 0.03% | 0.03% | 13 | -65,307 | -6.82% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 669,858 | 121,525 | 0.02% | 0.0% | 14 | +626,534 | 1446.16% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 669,765 | 121,508 | 0.17% | 0.19% | 15 | -50,955 | -7.07% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 611,190 | 111,216 | 0.03% | 0.03% | 16 | -133,378 | -17.91% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 598,842 | 108,666 | 0.16% | 0.19% | 17 | -58,047 | -8.84% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | New | 594,181 | 107,796 | 0.08% | — | 18 | +594,181 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 553,400 | 100,397 | 0.01% | 0.0% | 19 | +418,800 | 311.14% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 509,382 | 92,412 | 0.1% | 0.12% | 20 | -57,585 | -10.16% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 495,359 | 89,868 | 0.34% | 0.37% | 21 | +48,940 | 10.96% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 398,344 | 72,267 | 0.04% | 0.05% | 22 | +3,453 | 0.87% | Q1 2026 | May 07, 2026 |
| Portfolio Strategies, Inc. | History | Reduced | 391,292 | 71,316 | 8.79% | 9.21% | 23 | -6,953 | -1.75% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 366,500 | 66,490 | 0.04% | 0.04% | 24 | -5,181 | -1.39% | Q1 2026 | May 08, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 352,756 | 63,996 | 0.56% | 1.93% | 25 | -633,384 | -64.23% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 350,516 | 63,593 | 0.07% | 0.07% | 26 | +10,280 | 3.02% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 330,991 | 60,048 | 0.01% | 0.01% | 27 | -257,285 | -43.74% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 324,275 | 58,827 | 0.07% | 0.07% | 28 | +11,908 | 3.81% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 319,444 | 57,966 | 0.36% | 0.38% | 29 | +732 | 0.23% | Q1 2026 | May 15, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 283,941 | 56,697 | 5.16% | 4.17% | 30 | +80,070 | 39.27% | Q1 2026 | Apr 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 302,706 | 54,904 | 0.1% | 0.12% | 31 | -3,002 | -0.98% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 286,960 | 52,060 | 0.09% | 0.1% | 32 | +6,115 | 2.18% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 272,075 | 47,914 | 0.02% | 0.03% | 33 | +32,003 | 13.33% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 252,802 | 45,863 | 0.0% | 0.0% | 34 | -1,418 | -0.56% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 246,655 | 44,749 | 0.04% | 0.06% | 35 | -73,964 | -23.07% | Q1 2026 | May 12, 2026 |
| Atlas Legacy Advisors, LLC | History | Reduced | 238,125 | 43,297 | 7.88% | 8.33% | 36 | -159 | -0.07% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 231,479 | 41,994 | 0.23% | 0.23% | 37 | +22,151 | 10.58% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 219,713 | 39,860 | 0.11% | 0.17% | 38 | -129,910 | -37.16% | Q1 2026 | May 04, 2026 |
| Parker Investment Management, LLC | History | Reduced | 204,533 | 37,106 | 5.63% | 7.08% | 39 | -45,797 | -18.29% | Q1 2026 | May 13, 2026 |
| Howard Capital Management Group, LLC | History | Reduced | 180,258 | 32,702 | 2.17% | 2.29% | 40 | -1,029 | -0.57% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 176,788 | 32,072 | 0.31% | 0.44% | 41 | -46,912 | -20.97% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 176,456 | 32,012 | 0.15% | 0.17% | 42 | -5,050 | -2.78% | Q1 2026 | Apr 24, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 165,820 | 30,083 | 1.14% | 1.26% | 43 | -4,238 | -2.49% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Reduced | 152,552 | 27,676 | 0.02% | 0.02% | 44 | -7,353 | -4.6% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 150,850 | 27,367 | 0.31% | 0.33% | 45 | +3,432 | 2.33% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Added to | 149,687 | 27,156 | 0.06% | 0.05% | 46 | +24,859 | 19.91% | Q1 2026 | May 06, 2026 |
| COMMERCE BANK | History | Reduced | 146,065 | 26,499 | 0.13% | 0.16% | 47 | -1,016 | -0.69% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 137,277 | 26,306 | 0.17% | 0.21% | 48 | -14,766 | -9.71% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 138,883 | 25,196 | 0.77% | 0.78% | 49 | +5,237 | 3.92% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 135,395 | 24,542 | 0.03% | 0.03% | 50 | -6,927 | -4.87% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 134,649 | 24,428 | 0.06% | 0.11% | 51 | -66,932 | -33.2% | Q1 2026 | Apr 30, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 117,791 | 21,369 | 0.39% | 0.42% | 52 | -914 | -0.77% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 107,391 | 19,482 | 0.16% | 0.24% | 53 | +7,436 | 7.44% | Q1 2026 | May 15, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Reduced | 106,508 | 19,322 | 2.29% | 2.61% | 54 | -4,702 | -4.23% | Q1 2026 | Apr 21, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 106,084 | 19,245 | 0.28% | 0.33% | 55 | -808 | -0.76% | Q1 2026 | Apr 17, 2026 |
| Macro Advisors, Inc. | History | New | 104,636 | 18,982 | 7.84% | — | 56 | +104,636 | New | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 103,774 | 18,826 | 0.34% | 1.83% | 57 | -598,484 | -85.22% | Q1 2026 | May 07, 2026 |
| Stillwater Capital Advisors, LLC | History | Reduced | 100,837 | 18,293 | 2.09% | 2.3% | 58 | -6,297 | -5.88% | Q1 2026 | Apr 10, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 99,543 | 18,074 | 1.44% | 1.58% | 59 | -995 | -0.99% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 96,159 | 17,445 | 0.23% | 0.31% | 60 | -14,260 | -12.91% | Q1 2026 | May 15, 2026 |
| TRITONPOINT WEALTH, LLC | History | Reduced | 95,326 | 17,294 | 1.85% | 1.96% | 61 | -1,552 | -1.6% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 92,017 | 17,058 | 0.03% | 0.03% | 62 | -27,936 | -23.29% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 91,448 | 16,590 | 0.01% | 0.01% | 63 | -12,372 | -11.92% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 91,378 | 16,435 | 0.02% | 0.02% | 64 | -2,374 | -2.53% | Q1 2026 | May 15, 2026 |
| First Citizens Financial Corp | History | Reduced | 90,017 | 16,330 | 7.71% | 8.91% | 65 | -302 | -0.33% | Q1 2026 | Apr 07, 2026 |
| HC Advisors, LLC | History | Added to | 89,028 | 16,151 | 10.81% | 11.47% | 66 | +6,030 | 7.27% | Q1 2026 | May 05, 2026 |
| RVW Wealth, LLC | History | Added to | 88,766 | 16,103 | 1.25% | 1.3% | 67 | +3,691 | 4.34% | Q1 2026 | Apr 08, 2026 |
| FMR LLC | History | Added to | 86,127 | 15,625 | 0.0% | 0.0% | 68 | +3,847 | 4.68% | Q1 2026 | May 15, 2026 |
| Mendel Capital Management LLC | History | New | 86,108 | 15,621 | 7.85% | — | 69 | +86,108 | New | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Added to | 85,863 | 15,577 | 0.02% | 0.02% | 70 | +6,379 | 8.03% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 84,632 | 15,353 | 0.11% | 0.15% | 71 | -12,033 | -12.45% | Q1 2026 | Apr 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 80,351 | 14,577 | 0.13% | 0.14% | 72 | +451 | 0.56% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 78,983 | 14,329 | 0.02% | 0.02% | 73 | -6,092 | -7.16% | Q1 2026 | Apr 27, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 76,703 | 13,915 | 0.39% | 0.5% | 74 | -11,966 | -13.5% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Reduced | 76,970 | 13,861 | 0.07% | 0.09% | 75 | -13,811 | -15.21% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 76,288 | 13,840 | 0.15% | 0.13% | 76 | +17,047 | 28.78% | Q1 2026 | May 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 78,173 | 13,565 | 0.01% | 0.02% | 77 | -24,174 | -23.62% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 73,036 | 13,250 | 0.25% | 0.24% | 78 | +8,945 | 13.96% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 70,702 | 12,827 | 0.01% | 0.01% | 79 | -38 | -0.05% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 70,685 | 12,823 | 2.41% | 2.62% | 80 | +1,555 | 2.25% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 63,696 | 12,718 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 69,802 | 12,663 | 0.03% | 0.07% | 82 | -58,026 | -45.39% | Q1 2026 | May 14, 2026 |
| hemming& Wealth Management, Inc. | History | Added to | 68,947 | 12,508 | 8.73% | 5.91% | 83 | +25,706 | 59.45% | Q1 2026 | Apr 24, 2026 |
| MARSHALL WACE, LLP | History | New | 68,023 | 12,340 | 0.01% | — | 84 | +68,023 | New | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 66,391 | 12,243 | 0.12% | 0.13% | 85 | +6,385 | 10.64% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 65,334 | 11,852 | 0.77% | 0.71% | 86 | +11,159 | 20.6% | Q1 2026 | Apr 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 64,472 | 11,696 | 0.06% | 0.07% | 87 | +3,224 | 5.26% | Q1 2026 | May 15, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 63,874 | 11,587 | 8.17% | 6.51% | 88 | +18,160 | 39.73% | Q1 2026 | Apr 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 63,123 | 11,451 | 0.02% | 0.02% | 89 | -6,253 | -9.01% | Q1 2026 | May 01, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 62,759 | 11,385 | 0.09% | 0.12% | 90 | -11,034 | -14.95% | Q1 2026 | May 01, 2026 |
| CIBC Bancorp USA Inc. | History | New | 62,596 | 11,356 | 0.02% | — | 91 | +62,596 | New | Q1 2026 | May 12, 2026 |
| Signature Wealth Management Partners, LLC | History | Added to | 62,031 | 11,253 | 5.64% | 6.08% | 92 | +486 | 0.79% | Q1 2026 | Apr 21, 2026 |
| Finley Financial, LLC | History | Added to | 61,617 | 11,178 | 5.23% | 5.58% | 93 | +625 | 1.02% | Q1 2026 | Apr 22, 2026 |
| M&T BANK CORP | History | Reduced | 60,347 | 10,948 | 0.04% | 0.04% | 94 | -3,295 | -5.18% | Q1 2026 | May 12, 2026 |
| Prospera Financial Services Inc | History | Reduced | 59,146 | 10,731 | 0.17% | 0.22% | 95 | -6,981 | -10.56% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | Added to | 59,033 | 10,709 | 0.0% | 0.01% | 96 | +492 | 0.84% | Q1 2026 | May 11, 2026 |
| Rollins Financial Advisors, LLC | History | Reduced | 58,861 | 10,678 | 1.69% | 1.83% | 97 | -3,467 | -5.56% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 57,381 | 10,410 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Reduced | 56,922 | 10,327 | 0.03% | 0.04% | 99 | -4,439 | -7.23% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 56,719 | 10,289 | 0.05% | 0.08% | 100 | -15,938 | -21.94% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 55,763 | 10,116 | 0.04% | 0.04% | 101 | -479 | -0.85% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 55,448 | 10,059 | 0.14% | 0.53% | 102 | -104,975 | -65.44% | Q1 2026 | May 11, 2026 |
| Perkins Coie Trust Co | History | Added to | 55,419 | 10,054 | 1.93% | 2.03% | 103 | +893 | 1.64% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Reduced | 55,418 | 10,053 | 0.06% | 0.06% | 104 | -590 | -1.05% | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Planning Group, LLC | History | Reduced | 54,905 | 9,960 | 3.66% | 4.22% | 105 | -3,616 | -6.18% | Q1 2026 | May 08, 2026 |
| Jackson Wealth Management, LLC | History | Added to | 54,089 | 9,813 | 1.01% | 1.05% | 106 | +148 | 0.27% | Q1 2026 | May 11, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 53,965 | 9,790 | 2.06% | 2.25% | 107 | +521 | 0.97% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 52,482 | 9,521 | 0.02% | 0.01% | 108 | +25,033 | 91.2% | Q1 2026 | May 15, 2026 |
| High Point Wealth Management, LLC | History | Reduced | 52,116 | 9,454 | 9.12% | 9.86% | 109 | -482 | -0.92% | Q1 2026 | Apr 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 41,966 | 9,275 | 0.12% | 0.11% | 110 | -320 | -0.76% | Q1 2026 | May 06, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | Reduced | 51,018 | 9,255 | 2.46% | 2.75% | 111 | -885 | -1.71% | Q1 2026 | Apr 16, 2026 |
| Cadent Capital Advisors, LLC | History | Reduced | 49,732 | 9,022 | 2.33% | 2.69% | 112 | -2,762 | -5.26% | Q1 2026 | Apr 08, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 49,448 | 8,970 | 1.24% | 1.3% | 113 | -256 | -0.52% | Q1 2026 | Apr 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 48,992 | 8,888 | 0.1% | 0.11% | 114 | +2,004 | 4.26% | Q1 2026 | May 08, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 48,634 | 8,823 | 2.75% | 3.36% | 115 | -6,007 | -10.99% | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 48,578 | 8,812 | 0.2% | 0.26% | 116 | -4,138 | -7.85% | Q1 2026 | May 15, 2026 |
| J.Safra Asset Management Corp | History | No change | 47,904 | 8,690 | 0.47% | 0.5% | 117 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Essex LLC | History | Added to | 47,849 | 8,680 | 1.53% | 1.68% | 118 | +338 | 0.71% | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Added to | 47,504 | 8,618 | 0.0% | 0.0% | 119 | +6,473 | 15.78% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 46,978 | 8,522 | 0.01% | 0.02% | 120 | -5,060 | -9.72% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 46,666 | 8,466 | 0.13% | 0.17% | 121 | -1,450 | -3.01% | Q1 2026 | May 04, 2026 |
| Spire Wealth Management | History | Reduced | 46,022 | 8,349 | 0.28% | 0.32% | 122 | -1,172 | -2.48% | Q1 2026 | Apr 22, 2026 |
| CERTUITY, LLC | History | Reduced | 46,016 | 8,348 | 0.55% | 0.58% | 123 | -334 | -0.72% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 44,706 | 8,110 | 0.38% | 0.45% | 124 | -1,872 | -4.02% | Q1 2026 | Apr 28, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 43,468 | 7,885 | 0.25% | 0.27% | 125 | +565 | 1.32% | Q1 2026 | Apr 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 43,408 | 7,875 | 0.03% | 0.03% | 126 | -773 | -1.75% | Q1 2026 | May 13, 2026 |
| MA Private Wealth | History | Reduced | 43,204 | 7,838 | 1.33% | 1.45% | 127 | -464 | -1.06% | Q1 2026 | May 07, 2026 |
| BBR PARTNERS, LLC | History | Added to | 43,189 | 7,835 | 0.44% | 0.44% | 128 | +2,016 | 4.9% | Q1 2026 | May 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 43,015 | 7,803 | 0.31% | 0.33% | 129 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 42,321 | 7,677 | 0.0% | 0.0% | 130 | -67,091 | -61.32% | Q1 2026 | May 15, 2026 |
| TABLEAUX LLC | History | Added to | 41,784 | 7,580 | 3.67% | 4.63% | 131 | +11,387 | 37.46% | Q1 2026 | May 14, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 41,105 | 7,457 | 0.93% | 1.09% | 132 | -3,721 | -8.3% | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 40,440 | 7,336 | 0.0% | 0.0% | 133 | +3,282 | 8.83% | Q1 2026 | May 12, 2026 |
| Prostatis Group LLC | History | Reduced | 40,263 | 7,304 | 1.87% | 2.56% | 134 | -13,458 | -25.05% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 39,078 | 7,089 | 0.41% | 0.47% | 135 | -1,213 | -3.01% | Q1 2026 | Apr 29, 2026 |
| Keebeck Wealth Management | History | Reduced | 39,071 | 7,088 | 0.8% | 0.98% | 136 | -3,292 | -7.77% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 38,939 | 7,064 | 0.03% | 0.03% | 137 | -1,120 | -2.8% | Q1 2026 | May 13, 2026 |
| Simmons Bank | History | Reduced | 38,605 | 7,003 | 0.47% | 0.53% | 138 | -1,306 | -3.27% | Q1 2026 | Apr 23, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 38,489 | 6,982 | 0.01% | 0.01% | 139 | -3,409 | -8.14% | Q1 2026 | May 14, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 33,097 | 6,952 | 0.48% | 0.5% | 140 | -1,380 | -4.0% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 37,755 | 6,849 | 0.16% | 0.19% | 141 | -1,829 | -4.62% | Q1 2026 | May 11, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 37,191 | 6,747 | 0.1% | 0.12% | 142 | -1,759 | -4.52% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 33,541 | 6,697 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 36,797 | 6,675 | 0.17% | 0.19% | 144 | -1,987 | -5.12% | Q1 2026 | Apr 29, 2026 |
| Crown Wealth Group, LLC | History | Reduced | 35,716 | 6,479 | 1.9% | 2.45% | 145 | -8,164 | -18.61% | Q1 2026 | Apr 21, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 35,589 | 6,456 | 0.0% | 0.0% | 146 | -2,078 | -5.52% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 35,385 | 6,419 | 0.13% | 0.16% | 147 | -685 | -1.9% | Q1 2026 | Apr 13, 2026 |
| Empirical Asset Management, LLC | History | Reduced | 35,364 | 6,415 | 1.69% | 2.01% | 148 | -289 | -0.81% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 35,147 | 6,376 | 0.16% | 0.16% | 149 | +4,921 | 16.28% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 34,629 | 6,282 | 0.1% | 0.12% | 150 | +4,615 | 15.38% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 34,045 | 6,176 | 0.01% | 0.0% | 151 | +31,011 | 1022.12% | Q1 2026 | May 01, 2026 |
| Belvedere Trading LLC | History | New | 33,778 | 6,128 | 0.01% | — | 152 | +33,778 | New | Q1 2026 | May 12, 2026 |
| Kingsman Wealth Management, Inc. | History | Reduced | 33,665 | 6,107 | 3.43% | 3.86% | 153 | -2,039 | -5.71% | Q1 2026 | Apr 21, 2026 |
| Gerald Baker Financial Group LLC | History | New | 33,630 | 6,101 | 1.93% | — | 154 | +33,630 | New | Q1 2026 | May 06, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 33,616 | 6,098 | 1.03% | 1.1% | 155 | -142 | -0.42% | Q1 2026 | Apr 29, 2026 |
| Sigma Planning Corp | History | Reduced | 33,024 | 5,991 | 0.17% | 0.18% | 156 | -515 | -1.54% | Q1 2026 | May 04, 2026 |
| STALEY CAPITAL ADVISERS INC | History | Reduced | 32,810 | 5,952 | 0.25% | 0.27% | 157 | -170 | -0.52% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 32,693 | 5,931 | 0.03% | 0.04% | 158 | -1,081 | -3.2% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 32,570 | 5,908 | 0.03% | 0.02% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SWMG, LLC | History | Added to | 32,260 | 5,852 | 1.67% | 1.59% | 160 | +2,670 | 9.02% | Q1 2026 | Apr 24, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 32,215 | 5,844 | 1.31% | 1.5% | 161 | -83 | -0.26% | Q1 2026 | Apr 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 32,102 | 5,824 | 0.22% | 0.23% | 162 | +360 | 1.13% | Q1 2026 | May 11, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 31,984 | 5,802 | 1.61% | 1.71% | 163 | -165 | -0.51% | Q1 2026 | May 12, 2026 |
| WealthBridge Capital Management, LLC | History | Reduced | 31,350 | 5,687 | 1.31% | 1.45% | 164 | -515 | -1.62% | Q1 2026 | Apr 17, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 31,260 | 5,671 | 0.43% | 0.49% | 165 | -980 | -3.04% | Q1 2026 | Apr 08, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 31,235 | 5,666 | 2.04% | 2.72% | 166 | -6,372 | -16.94% | Q1 2026 | Apr 14, 2026 |
| Security Financial Services, INC. | History | No change | 28,008 | 5,592 | 0.88% | 0.88% | 167 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Independent Advisor Alliance | History | Added to | 30,798 | 5,587 | 0.06% | 0.01% | 168 | +29,020 | 1632.17% | Q1 2026 | May 12, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | Reduced | 30,220 | 5,482 | 0.87% | 0.96% | 169 | -614 | -1.99% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 22,616 | 5,397 | 0.53% | 0.59% | 170 | +244 | 1.09% | Q1 2026 | May 12, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 29,619 | 5,373 | 0.37% | 0.75% | 171 | -25,799 | -46.55% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 29,462 | 5,344 | 0.03% | 0.06% | 172 | -53,369 | -64.43% | Q1 2026 | Apr 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 29,377 | 5,329 | 0.02% | 0.02% | 173 | -923 | -3.05% | Q1 2026 | May 08, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 28,950 | 5,252 | 4.51% | — | 174 | +28,950 | New | Q1 2026 | Apr 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 28,877 | 5,245 | 0.66% | 1.14% | 175 | -15,187 | -34.47% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 28,755 | 5,216 | 0.31% | 0.34% | 176 | -145 | -0.5% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | No change | 26,094 | 5,210 | 0.38% | 0.38% | 177 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 27,976 | 5,075 | 0.13% | 0.19% | 178 | -7,449 | -21.03% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 27,484 | 4,986 | 0.01% | 0.01% | 179 | -8,509 | -23.64% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Reduced | 27,433 | 4,976 | 0.1% | 0.11% | 180 | -1,198 | -4.18% | Q1 2026 | May 01, 2026 |
| Valmark Advisers, Inc. | History | Added to | 27,378 | 4,966 | 0.06% | 0.06% | 181 | +2,555 | 10.29% | Q1 2026 | May 01, 2026 |
| Montecito Bank & Trust | History | Reduced | 27,351 | 4,962 | 0.82% | 0.87% | 182 | -22 | -0.08% | Q1 2026 | Apr 16, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 27,044 | 4,906 | 0.31% | 0.33% | 183 | +1,687 | 6.65% | Q1 2026 | Apr 27, 2026 |
| BROWN ADVISORY INC | History | Added to | 26,928 | 4,885 | 0.01% | 0.01% | 184 | +2,366 | 9.63% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 26,696 | 4,843 | 0.06% | 0.06% | 185 | +743 | 2.86% | Q1 2026 | Apr 28, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 26,658 | 4,836 | 0.0% | 0.0% | 186 | -3,950 | -12.91% | Q1 2026 | May 14, 2026 |
| Financial Freedom, LLC | History | Reduced | 26,330 | 4,776 | 2.38% | 2.67% | 187 | -628 | -2.33% | Q1 2026 | Apr 30, 2026 |
| Eagle Strategies LLC | History | Added to | 26,233 | 4,759 | 0.57% | 0.34% | 188 | +12,730 | 94.28% | Q1 2026 | Apr 20, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 26,233 | 4,759 | 2.25% | 2.7% | 189 | -1,406 | -5.09% | Q1 2026 | Apr 30, 2026 |
| Gallagher Capital Advisors, LLC | History | Reduced | 26,076 | 4,730 | 3.19% | 3.43% | 190 | -509 | -1.91% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 25,984 | 4,714 | 0.01% | 0.01% | 191 | +2,748 | 11.83% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 25,957 | 4,709 | 0.15% | 0.19% | 192 | -133 | -0.51% | Q1 2026 | May 07, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 26,787 | 4,664 | 0.14% | 0.16% | 193 | -15 | -0.06% | Q1 2026 | May 11, 2026 |
| Ciovacco Capital Management LLC | History | Reduced | 25,680 | 4,659 | 2.72% | 4.16% | 194 | -15,888 | -38.22% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 24,982 | 4,532 | 0.15% | 0.3% | 195 | -17,746 | -41.53% | Q1 2026 | Apr 07, 2026 |
| CPR Investments Inc. | History | Reduced | 24,959 | 4,528 | 3.02% | 7.7% | 196 | -32,515 | -56.57% | Q1 2026 | Apr 16, 2026 |
| Parallel Advisors, LLC | History | Reduced | 24,926 | 4,522 | 0.08% | 0.09% | 197 | -271 | -1.08% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 22,507 | 4,494 | 0.08% | 0.08% | 198 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 24,759 | 4,491 | 0.02% | 0.02% | 199 | +6,905 | 38.67% | Q1 2026 | Apr 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 24,649 | 4,471 | 0.06% | 0.05% | 200 | +4,291 | 21.08% | Q1 2026 | May 01, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 24,623 | 4,467 | 0.06% | 0.08% | 201 | -1,120 | -4.35% | Q1 2026 | May 01, 2026 |
| Cresset Asset Management, LLC | History | Added to | 24,605 | 4,463 | 0.02% | 0.02% | 202 | +2,184 | 9.74% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 24,462 | 4,437 | 0.16% | 0.3% | 203 | -18,421 | -42.96% | Q1 2026 | Apr 14, 2026 |
| Weinberger Asset Management, Inc | History | Added to | 24,415 | 4,429 | 1.66% | 1.76% | 204 | +9 | 0.04% | Q1 2026 | May 08, 2026 |
| Elevated Financial Group LLC | History | Reduced | 24,366 | 4,420 | 1.44% | 2.77% | 205 | -15,780 | -39.31% | Q1 2026 | May 11, 2026 |
| Gilliland Jeter Wealth Management LLC | History | Added to | 24,200 | 4,390 | 1.3% | 1.45% | 206 | +173 | 0.72% | Q1 2026 | Apr 24, 2026 |
| WBH ADVISORY INC | History | Reduced | 23,717 | 4,373 | 0.33% | 0.35% | 207 | -159 | -0.67% | Q1 2026 | Apr 27, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 23,893 | 4,334 | 0.17% | 0.18% | 208 | -435 | -1.79% | Q1 2026 | May 12, 2026 |
| Rathbones Group PLC | History | Reduced | 23,746 | 4,307 | 0.02% | 0.02% | 209 | -1,414 | -5.62% | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Added to | 23,732 | 4,305 | 0.12% | 0.04% | 210 | +17,651 | 290.26% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 23,186 | 4,206 | 0.21% | 0.24% | 211 | +201 | 0.87% | Q1 2026 | Apr 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 23,144 | 4,198 | 0.02% | 0.02% | 212 | +1,508 | 6.97% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 22,983 | 4,169 | 0.1% | 0.11% | 213 | +593 | 2.65% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 22,749 | 4,127 | 0.02% | 0.02% | 214 | -735 | -3.13% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 22,745 | 4,126 | 0.1% | 0.1% | 215 | +2,857 | 14.37% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | No change | 22,678 | 4,114 | 0.34% | 0.37% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | Added to | 30,268 | 4,087 | 2.74% | 3.3% | 217 | +3,991 | 15.19% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 22,475 | 4,077 | 0.09% | 0.18% | 218 | -18,098 | -44.61% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 22,352 | 4,055 | 0.25% | 0.37% | 219 | -7,372 | -24.8% | Q1 2026 | Apr 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 18,190 | 3,967 | 0.31% | 0.3% | 220 | +309 | 1.73% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 21,691 | 3,935 | 0.25% | 0.29% | 221 | -254 | -1.16% | Q1 2026 | May 15, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 21,667 | 3,930 | 0.67% | 0.6% | 222 | +4,700 | 27.7% | Q1 2026 | May 01, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 17,954 | 3,921 | 0.54% | 0.56% | 223 | -489 | -2.65% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 21,454 | 3,892 | 0.02% | 0.01% | 224 | +10,674 | 99.02% | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 21,354 | 3,874 | 0.22% | 0.25% | 225 | +10,783 | 102.01% | Q1 2026 | Apr 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 21,060 | 3,820 | 0.05% | 0.05% | 226 | -483 | -2.24% | Q1 2026 | Apr 20, 2026 |
| ALLSTATE CORP | History | Reduced | 20,956 | 3,801 | 0.04% | 0.08% | 227 | -7,124 | -25.37% | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 20,954 | 3,801 | 0.06% | 0.1% | 228 | -5,644 | -21.22% | Q1 2026 | May 18, 2026 |
| Ascent Group, LLC | History | Reduced | 20,941 | 3,799 | 0.13% | 0.15% | 229 | -677 | -3.13% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 20,920 | 3,795 | 0.08% | 0.09% | 230 | -881 | -4.04% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 20,700 | 3,755 | 0.01% | 0.0% | 231 | +18,315 | 767.92% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 15,608 | 3,700 | 0.1% | 0.13% | 232 | +879 | 5.97% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 20,290 | 3,680 | 0.06% | 0.07% | 233 | -1,225 | -5.69% | Q1 2026 | Apr 22, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 20,251 | 3,673 | 0.01% | 0.01% | 234 | -2,656 | -11.59% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 20,123 | 3,650 | 0.08% | 0.1% | 235 | -3,051 | -13.17% | Q1 2026 | May 01, 2026 |
| Counterweight Ventures, LLC | History | Reduced | 20,074 | 3,641 | 2.04% | 2.96% | 236 | -6,319 | -23.94% | Q1 2026 | Apr 27, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 20,033 | 3,634 | 0.12% | 0.13% | 237 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 19,855 | 3,602 | 0.2% | 0.14% | 238 | +7,152 | 56.3% | Q1 2026 | Apr 30, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 19,793 | 3,590 | 0.2% | 0.38% | 239 | -12,123 | -37.98% | Q1 2026 | Apr 09, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 19,777 | 3,587 | 0.16% | 0.18% | 240 | -561 | -2.76% | Q1 2026 | Apr 09, 2026 |
| Midwest Trust Co | History | Added to | 19,377 | 3,515 | 0.04% | 0.05% | 241 | +12 | 0.06% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 19,311 | 3,503 | 0.12% | 0.15% | 242 | -2,108 | -9.84% | Q1 2026 | May 06, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 19,194 | 3,482 | 0.04% | 0.05% | 243 | -242 | -1.25% | Q1 2026 | May 15, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 18,957 | 3,439 | 0.33% | 0.67% | 244 | -17,253 | -47.65% | Q1 2026 | May 11, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 15,908 | 3,435 | 0.22% | 0.43% | 245 | -16,679 | -51.18% | Q1 2026 | May 12, 2026 |
| Mosley Wealth Management | History | Added to | 17,399 | 3,407 | 1.54% | 1.59% | 246 | +97 | 0.56% | Q1 2026 | Apr 27, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 18,708 | 3,394 | 0.04% | 0.05% | 247 | -139 | -0.74% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 18,460 | 3,348 | 0.47% | 0.55% | 248 | -1,388 | -6.99% | Q1 2026 | Apr 15, 2026 |
| Lakeshore Financial Planning, Inc. | History | Reduced | 18,415 | 3,341 | 1.21% | 1.34% | 249 | -336 | -1.79% | Q1 2026 | May 07, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 18,387 | 3,335 | 0.14% | 0.16% | 250 | +155 | 0.85% | Q1 2026 | Apr 30, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 18,359 | 3,330 | 0.09% | 0.09% | 251 | +829 | 4.73% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 18,322 | 3,324 | 0.04% | 0.06% | 252 | -4,101 | -18.29% | Q1 2026 | May 11, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 18,143 | 3,291 | 1.06% | 1.3% | 253 | -1,513 | -7.7% | Q1 2026 | May 01, 2026 |
| Joel Isaacson & Co., LLC | History | Added to | 18,139 | 3,290 | 0.11% | 0.12% | 254 | +1 | 0.01% | Q1 2026 | Apr 22, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 18,107 | 3,285 | 2.88% | 3.19% | 255 | +254 | 1.42% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 18,081 | 3,280 | 0.04% | 0.35% | 256 | -134,734 | -88.17% | Q1 2026 | Apr 20, 2026 |
| Inscription Capital, LLC | History | Added to | 18,067 | 3,277 | 0.34% | 0.36% | 257 | +555 | 3.17% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 18,044 | 3,273 | 0.0% | 0.0% | 258 | -287 | -1.57% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 17,820 | 3,232 | 0.08% | 0.08% | 259 | -314 | -1.73% | Q1 2026 | May 11, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 17,634 | 3,199 | 0.42% | 0.46% | 260 | -63 | -0.36% | Q1 2026 | Apr 27, 2026 |
| Central Pacific Bank - Trust Division | History | Reduced | 17,630 | 3,198 | 0.41% | 1.03% | 261 | -24,614 | -58.27% | Q1 2026 | Apr 07, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 15,939 | 3,182 | 1.9% | 1.9% | 262 | 0 | 0.0% | Q4 2025 | May 07, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 17,528 | 3,179 | 0.34% | 1.51% | 263 | -51,734 | -74.69% | Q1 2026 | May 12, 2026 |
| Amundi | History | Reduced | 17,327 | 3,143 | 0.0% | 0.0% | 264 | -1,321 | -7.08% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Added to | 17,279 | 3,134 | 0.14% | 0.19% | 265 | +12 | 0.07% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | Added to | 17,175 | 3,115 | 0.11% | 0.13% | 266 | +3,539 | 25.95% | Q1 2026 | May 19, 2026 |
| RFG Advisory, LLC | History | Reduced | 17,168 | 3,114 | 0.06% | 0.06% | 267 | -99 | -0.57% | Q1 2026 | Apr 17, 2026 |
| HB Wealth Management, LLC | History | No change | 17,101 | 3,102 | 0.02% | 0.02% | 268 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 16,903 | 3,066 | 0.51% | 0.61% | 269 | -208 | -1.22% | Q1 2026 | Apr 16, 2026 |
| Ayalon Insurance Comp Ltd. | History | Added to | 16,800 | 3,048 | 0.62% | 0.79% | 270 | +570 | 3.51% | Q1 2026 | Apr 13, 2026 |
| Haverford Trust Co | History | No change | 16,784 | 3,044 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 16,533 | 3,000 | 0.01% | 0.01% | 272 | -3,707 | -18.32% | Q1 2026 | May 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 16,409 | 2,977 | 1.31% | 1.92% | 273 | -4,724 | -22.35% | Q1 2026 | Apr 27, 2026 |
| Terra Nova Asset Management LLC | History | Reduced | 16,184 | 2,936 | 2.17% | 2.17% | 274 | -304 | -1.84% | Q1 2026 | Apr 16, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 16,067 | 2,914 | 0.89% | 0.92% | 275 | +1,281 | 8.66% | Q1 2026 | Apr 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 16,035 | 2,909 | 0.02% | 0.02% | 276 | +2,334 | 17.04% | Q1 2026 | May 15, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 15,999 | 2,902 | 0.45% | 0.5% | 277 | +297 | 1.89% | Q1 2026 | May 06, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 15,978 | 2,898 | 1.25% | 1.44% | 278 | +71 | 0.45% | Q1 2026 | Apr 08, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 15,969 | 2,897 | 0.29% | 0.39% | 279 | -3,854 | -19.44% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 15,921 | 2,888 | 0.01% | 0.01% | 280 | +481 | 3.12% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 15,916 | 2,887 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mullooly Asset Management, Inc. | History | Reduced | 15,861 | 2,877 | 1.06% | 1.17% | 282 | -128 | -0.8% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 15,753 | 2,858 | 0.03% | 0.02% | 283 | +5,865 | 59.31% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 15,746 | 2,856 | 0.04% | 0.04% | 284 | -399 | -2.47% | Q1 2026 | May 12, 2026 |
| Adams Wealth Management | History | Added to | 15,612 | 2,832 | 0.62% | 0.61% | 285 | +1,268 | 8.84% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Added to | 15,612 | 2,832 | 0.55% | 0.53% | 286 | +1,268 | 8.84% | Q1 2026 | May 11, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 15,597 | 2,829 | 1.77% | — | 287 | +15,597 | New | Q1 2026 | Apr 14, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 15,566 | 2,824 | 0.45% | 1.12% | 288 | -18,375 | -54.14% | Q1 2026 | May 07, 2026 |
| Wallace Hart LLC | History | Added to | 15,460 | 2,804 | 3.86% | 1.35% | 289 | +6,285 | 68.5% | Q1 2026 | May 08, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 15,285 | 2,773 | 1.44% | 1.69% | 290 | -373 | -2.38% | Q1 2026 | Apr 22, 2026 |
| Integrity Advisory Solutions, LLC | History | Reduced | 15,274 | 2,771 | 0.37% | 0.44% | 291 | -81 | -0.53% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 15,259 | 2,768 | 0.16% | 0.18% | 292 | -192 | -1.24% | Q1 2026 | May 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Added to | 15,080 | 2,735 | 0.09% | 0.07% | 293 | +2,864 | 23.44% | Q1 2026 | Apr 24, 2026 |
| Glenview Trust Co | History | Reduced | 15,060 | 2,732 | 0.04% | 0.05% | 294 | -2,060 | -12.03% | Q1 2026 | May 08, 2026 |
| Leeward Financial Partners, LLC | History | No change | 15,002 | 2,721 | 0.81% | 0.84% | 295 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 14,991 | 2,719 | 0.25% | 0.26% | 296 | -215 | -1.41% | Q1 2026 | Apr 30, 2026 |
| KKM Financial LLC | History | No change | 13,505 | 2,696 | 0.48% | 0.48% | 297 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Second Half Financial Partners, LLC | History | No change | 14,855 | 2,694 | 1.21% | 1.32% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| W ADVISORS, LLC | History | Reduced | 14,841 | 2,692 | 1.38% | 1.5% | 299 | -96 | -0.64% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Reduced | 14,754 | 2,676 | 0.02% | 0.02% | 300 | -544 | -3.56% | Q1 2026 | May 15, 2026 |