iSHARES TRUST - IYY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 424,458 | 67,255 | 0.0% | 0.0% | 1 | -13,496 | -3.08% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 304,502 | 48,248 | 0.01% | 0.01% | 2 | -7,079 | -2.27% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 249,037 | 39,459 | 0.0% | 0.0% | 3 | +53,715 | 27.5% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 154,718 | 24,515 | 0.12% | 0.15% | 4 | -194 | -0.13% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 140,296 | 22,229 | 0.01% | 0.01% | 5 | -2,865 | -2.0% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 128,510 | 20,362 | 0.0% | 0.0% | 6 | -2,838 | -2.16% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 105,487 | 16,714 | 0.06% | 0.02% | 7 | +70,621 | 202.55% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 99,656 | 15,790 | 0.02% | 0.02% | 8 | -543 | -0.54% | Q1 2026 | Apr 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 96,343 | 15,265 | 0.0% | 0.0% | 9 | +5,474 | 6.02% | Q1 2026 | May 14, 2026 |
| Apella Capital, LLC | History | Reduced | 84,787 | 14,664 | 0.22% | 0.28% | 10 | -1,071 | -1.25% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 78,622 | 12,460 | 0.02% | 0.02% | 11 | +15,295 | 24.15% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 77,895 | 12,342 | 0.0% | 0.0% | 12 | +1,018 | 1.32% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | Reduced | 75,755 | 12,003 | 1.08% | 1.24% | 13 | -2,372 | -3.04% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 61,041 | 9,671 | 0.01% | 0.01% | 14 | -936 | -1.51% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 56,528 | 8,956 | 0.0% | 0.0% | 15 | -6,309 | -10.04% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 43,544 | 6,899 | 0.0% | 0.0% | 16 | -164 | -0.38% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 40,671 | 6,442 | 0.0% | 0.0% | 17 | -7,892 | -16.25% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 40,297 | 6,385 | 0.0% | 0.0% | 18 | +1,126 | 2.87% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 37,974 | 6,017 | 0.0% | 0.0% | 19 | +1,168 | 3.17% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 36,378 | 5,813 | 0.01% | 0.01% | 20 | -17,388 | -32.34% | Q1 2026 | Apr 08, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | Reduced | 36,598 | 5,798 | 2.78% | 2.97% | 21 | -1,586 | -4.15% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 35,994 | 5,703 | 0.0% | 0.0% | 22 | +2,068 | 6.1% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 31,105 | 5,157 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Reduced | 31,291 | 4,958 | 0.03% | 0.03% | 24 | -1,474 | -4.5% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 30,227 | 4,789 | 0.0% | 0.0% | 25 | -1,437 | -4.54% | Q1 2026 | May 05, 2026 |
| ASPIRIANT, LLC | History | No change | 29,744 | 4,712 | 0.13% | 0.14% | 26 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 29,537 | 4,680 | 0.01% | 0.0% | 27 | +29,179 | 8150.56% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 29,438 | 4,664 | 0.01% | 0.01% | 28 | -671 | -2.23% | Q1 2026 | May 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 27,983 | 4,608 | 0.64% | 0.62% | 29 | +1,939 | 7.45% | Q1 2026 | Apr 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 28,750 | 4,555 | 0.03% | 0.04% | 30 | +285 | 1.0% | Q1 2026 | Apr 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 28,362 | 4,493 | 0.25% | 0.27% | 31 | -268 | -0.94% | Q1 2026 | Apr 30, 2026 |
| Private Advisor Group, LLC | History | Reduced | 24,797 | 3,929 | 0.02% | 0.02% | 32 | -314 | -1.25% | Q1 2026 | Apr 24, 2026 |
| DSG Capital Advisors, LLC | History | No change | 24,800 | 3,929 | 0.63% | 0.64% | 33 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 24,505 | 3,882 | 0.0% | 0.0% | 34 | -12,100 | -33.06% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,473 | 3,878 | 0.01% | 0.01% | 35 | +4,632 | 23.35% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 25,189 | 3,875 | 0.0% | 0.0% | 36 | +150 | 0.6% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 24,204 | 3,835 | 0.01% | 0.01% | 37 | +73 | 0.3% | Q1 2026 | May 14, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 23,572 | 3,734 | 0.29% | 0.3% | 38 | -378 | -1.58% | Q1 2026 | Apr 08, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 22,534 | 3,570 | 0.02% | 0.02% | 39 | -175 | -0.77% | Q1 2026 | May 14, 2026 |
| Asset Advisors Investment Management, LLC | History | Reduced | 22,049 | 3,493 | 0.33% | 0.34% | 40 | -305 | -1.36% | Q1 2026 | Apr 16, 2026 |
| Lido Advisors, LLC | History | Reduced | 21,058 | 3,336 | 0.01% | 0.01% | 41 | -471 | -2.19% | Q1 2026 | May 13, 2026 |
| ASL Financial, LLC | History | Reduced | 20,390 | 3,230 | 2.58% | 2.67% | 42 | -74 | -0.36% | Q1 2026 | Apr 09, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 20,036 | 3,174 | 0.0% | 0.0% | 43 | +549 | 2.82% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 19,542 | 3,096 | 0.05% | 0.04% | 44 | +5,435 | 38.53% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,127 | 3,030 | 0.0% | 0.0% | 45 | -45 | -0.23% | Q1 2026 | Apr 27, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 16,700 | 2,646 | 0.46% | 0.48% | 46 | +173 | 1.05% | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Reduced | 16,498 | 2,614 | 0.04% | 0.05% | 47 | -446 | -2.63% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 16,321 | 2,586 | 0.07% | 0.05% | 48 | +5,453 | 50.17% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,532 | 2,461 | 0.01% | 0.01% | 49 | -623 | -3.86% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 15,386 | 2,437 | 0.0% | 0.0% | 50 | +12,986 | 541.08% | Q1 2026 | May 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 15,307 | 2,425 | 0.17% | 0.19% | 51 | -300 | -1.92% | Q1 2026 | May 14, 2026 |
| Finley Financial, LLC | History | Reduced | 15,017 | 2,379 | 1.11% | 1.21% | 52 | -970 | -6.07% | Q1 2026 | Apr 22, 2026 |
| HighTower Advisors, LLC | History | Reduced | 14,310 | 2,267 | 0.0% | 0.0% | 53 | -135 | -0.93% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 13,473 | 2,134 | 0.0% | 0.0% | 54 | +887 | 7.05% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 13,370 | 2,118 | 0.0% | 0.0% | 55 | -495 | -3.57% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 13,198 | 2,091 | 0.13% | 0.11% | 56 | -928 | -6.57% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 12,363 | 1,958 | 0.0% | 0.0% | 57 | +7,408 | 149.51% | Q1 2026 | May 15, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 12,216 | 1,935 | 0.78% | 0.8% | 58 | -75 | -0.61% | Q1 2026 | May 07, 2026 |
| Sage Investment Advisers LLC | History | Added to | 12,091 | 1,930 | 1.43% | 1.5% | 59 | +20 | 0.17% | Q1 2026 | Apr 10, 2026 |
| Thomasville National Bank | History | No change | 10,360 | 1,717 | 0.11% | 0.11% | 60 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 9,794 | 1,691 | 2.08% | 2.12% | 61 | +303 | 3.19% | Q1 2026 | Apr 29, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | Reduced | 10,620 | 1,682 | 0.71% | 0.69% | 62 | -77 | -0.72% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,324 | 1,635 | 0.0% | 0.0% | 63 | -1,315 | -11.3% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,057 | 1,593 | 0.0% | 0.0% | 64 | +320 | 3.29% | Q1 2026 | May 14, 2026 |
| Kaydan Wealth Management, Inc. | History | Reduced | 9,273 | 1,469 | 0.49% | 0.45% | 65 | -12 | -0.13% | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 9,206 | 1,458 | 0.03% | 0.04% | 66 | -118 | -1.27% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | No change | 9,000 | 1,426 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kelman-Lazarov, Inc. | History | Reduced | 8,850 | 1,402 | 0.2% | 0.21% | 68 | -21 | -0.24% | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,696 | 1,388 | 0.01% | 0.01% | 69 | +3,497 | 67.26% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 8,143 | 1,290 | 0.0% | 0.0% | 70 | +843 | 11.55% | Q1 2026 | May 04, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 8,000 | 1,267 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7,637 | 1,266 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,562 | 1,167 | 0.0% | 0.0% | 73 | +1,234 | 19.5% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 7,349 | 1,164 | 0.01% | 0.01% | 74 | +16 | 0.22% | Q1 2026 | May 05, 2026 |
| Novak & Powell Financial Services, Inc. | History | No change | 7,332 | 1,161 | 0.63% | 0.63% | 75 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Chung Wu Investment Group, LLC | History | Added to | 7,220 | 1,144 | 0.99% | 0.71% | 76 | +2,000 | 38.31% | Q1 2026 | May 12, 2026 |
| Mathes Company, Inc. | History | No change | 6,900 | 1,093 | 0.4% | 0.41% | 77 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IBEX WEALTH ADVISORS | History | New | 6,624 | 1,049 | 0.1% | — | 78 | +6,624 | New | Q1 2026 | Apr 30, 2026 |
| NWF Advisory Services Inc. | History | No change | 6,530 | 1,034 | 0.12% | 0.12% | 79 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CORTLAND ASSOCIATES INC/MO | History | No change | 6,502 | 1,030 | 0.15% | 0.14% | 80 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 6,204 | 1,026 | 0.06% | 0.06% | 81 | +2 | 0.03% | Q1 2026 | Apr 17, 2026 |
| Centric Wealth Management | History | Added to | 5,854 | 1,022 | 0.2% | 0.21% | 82 | +8 | 0.14% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,420 | 1,017 | 0.0% | — | 83 | +6,420 | New | Q1 2026 | May 12, 2026 |
| GenWealth Group, Inc. | History | No change | 6,368 | 1,009 | 0.17% | 0.18% | 84 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 6,341 | 1,004 | 0.02% | 0.02% | 85 | +14 | 0.22% | Q1 2026 | May 13, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 6,341 | 1,004 | 0.38% | 0.25% | 86 | +14 | 0.22% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Reduced | 6,000 | 950 | 0.01% | 0.01% | 87 | -150 | -2.44% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 5,666 | 939 | 0.01% | 0.01% | 88 | +600 | 11.84% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,874 | 930 | 0.0% | — | 89 | +5,874 | New | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,856 | 927 | 0.01% | 0.01% | 90 | -10 | -0.17% | Q1 2026 | May 08, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 5,843 | 925 | 0.7% | 0.72% | 91 | -113 | -1.9% | Q1 2026 | May 08, 2026 |
| Bawa N Mallick Trust | History | No change | 5,750 | 911 | 0.37% | 0.35% | 92 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 5,697 | 902 | 0.0% | 0.0% | 93 | -200 | -3.39% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,530 | 876 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| V2 Financial group LLC | History | Reduced | 5,500 | 871 | 0.41% | 0.47% | 95 | -300 | -5.17% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 5,421 | 865 | 0.0% | 0.0% | 96 | +715 | 15.19% | Q1 2026 | May 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 5,436 | 861 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 5,400 | 855 | 0.49% | 0.56% | 98 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,310 | 841 | 0.0% | 0.0% | 99 | -148 | -2.71% | Q1 2026 | May 13, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 5,107 | 809 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Narus Financial Partners, LLC | History | No change | 5,100 | 808 | 0.21% | 0.23% | 101 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | No change | 4,800 | 760 | 0.26% | 0.29% | 102 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 4,765 | 755 | 0.01% | 0.01% | 103 | +205 | 4.5% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,629 | 734 | 0.0% | 0.0% | 104 | -98 | -2.07% | Q1 2026 | Apr 22, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 4,495 | 712 | 0.0% | — | 105 | +4,495 | New | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Added to | 4,440 | 703 | 0.11% | 0.09% | 106 | +1,195 | 36.83% | Q1 2026 | May 04, 2026 |
| HighPoint Advisor Group LLC | History | New | 4,430 | 701 | 0.03% | — | 107 | +4,430 | New | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | No change | 4,354 | 690 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Daytona Street Capital LLC | History | No change | 4,240 | 679 | 0.52% | 0.55% | 109 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,276 | 677 | 0.0% | 0.0% | 110 | +1,152 | 36.88% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,201 | 665 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 4,150 | 657 | 0.01% | 0.02% | 112 | -324 | -7.24% | Q1 2026 | May 01, 2026 |
| Heritage Investment Group, Inc. | History | No change | 4,094 | 648 | 0.1% | 0.1% | 113 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Guardian Capital, LLC | History | Reduced | 3,991 | 632 | 0.6% | 0.7% | 114 | -756 | -15.93% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 3,966 | 628 | 0.0% | 0.0% | 115 | +39 | 0.99% | Q1 2026 | May 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 3,864 | 612 | 0.07% | 0.06% | 116 | +815 | 26.73% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 3,845 | 609 | 0.01% | 0.01% | 117 | -3 | -0.08% | Q1 2026 | Apr 20, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 3,732 | 591 | 0.1% | 0.11% | 119 | -34 | -0.9% | Q1 2026 | Apr 17, 2026 |
| SkyOak Wealth, LLC | History | No change | 3,730 | 591 | 0.11% | 0.11% | 118 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 3,679 | 582 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | Added to | 3,613 | 572 | 0.02% | 0.02% | 121 | +8 | 0.22% | Q1 2026 | May 15, 2026 |
| Ballew Advisors, Inc | History | Reduced | 3,430 | 567 | 0.32% | 0.38% | 122 | -610 | -15.1% | Q1 2026 | Apr 10, 2026 |
| Clark Asset Management, LLC | History | No change | 3,540 | 560 | 0.05% | 0.06% | 123 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 3,513 | 556 | 0.04% | 0.06% | 124 | -939 | -21.09% | Q1 2026 | Apr 17, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,482 | 551 | 0.0% | 0.0% | 125 | +336 | 10.68% | Q1 2026 | May 07, 2026 |
| Evanson Asset Management, LLC | History | Added to | 3,432 | 543 | 0.03% | 0.03% | 126 | +7 | 0.2% | Q1 2026 | Apr 08, 2026 |
| AE Wealth Management LLC | History | Reduced | 3,392 | 537 | 0.0% | 0.0% | 127 | -520 | -13.29% | Q1 2026 | May 13, 2026 |
| CCG WEALTH MANAGEMENT, LLC | History | No change | 3,302 | 523 | 0.14% | 0.23% | 128 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fairvoy Private Wealth, LLC | History | No change | 3,293 | 521 | 0.12% | 0.12% | 129 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fiduciary Alliance LLC | History | Added to | 3,043 | 518 | 0.03% | 0.03% | 130 | +7 | 0.23% | Q1 2026 | Apr 20, 2026 |
| Capital Investment Advisors, LLC | History | Reduced | 3,260 | 516 | 0.01% | 0.01% | 131 | -117 | -3.46% | Q1 2026 | Apr 17, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 3,219 | 510 | 0.01% | 0.02% | 132 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,183 | 504 | 0.01% | 0.01% | 133 | -1,320 | -29.31% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 3,144 | 498 | 0.01% | 0.01% | 134 | -70 | -2.18% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,072 | 486 | 0.0% | 0.0% | 135 | -56 | -1.79% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,044 | 482 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Reduced | 3,000 | 475 | 0.22% | 0.12% | 137 | -7,743 | -72.07% | Q1 2026 | Apr 15, 2026 |
| Cresset Asset Management, LLC | History | New | 2,912 | 461 | 0.0% | — | 138 | +2,912 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,887 | 457 | 0.0% | 0.0% | 139 | +118 | 4.26% | Q1 2026 | May 14, 2026 |
| Laurel Wealth Planning LLC | History | No change | 2,854 | 452 | 0.24% | 0.26% | 140 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vontobel Holding Ltd. | History | New | 2,838 | 449 | 0.0% | — | 142 | +2,838 | New | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Reduced | 2,835 | 449 | 0.0% | 0.0% | 141 | -150 | -5.03% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 2,818 | 446 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Partners, LLC | History | No change | 2,820 | 446 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 2,786 | 441 | 0.0% | 0.0% | 145 | -619 | -18.18% | Q1 2026 | May 01, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 2,714 | 430 | 0.02% | 0.02% | 146 | +2 | 0.07% | Q1 2026 | Apr 15, 2026 |
| Financial Partners Group, Inc | History | No change | 2,711 | 429 | 0.05% | 0.05% | 147 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 2,601 | 412 | 0.01% | 0.01% | 148 | -15 | -0.57% | Q1 2026 | May 11, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 2,560 | 405 | 0.04% | — | 149 | +2,560 | New | Q1 2026 | Apr 23, 2026 |
| Aspect Partners, LLC | History | No change | 2,342 | 371 | 0.15% | 0.17% | 150 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Silver Oak Advisory Group, Inc. | History | Reduced | 2,339 | 370 | 0.16% | 0.18% | 151 | -77 | -3.19% | Q1 2026 | May 01, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,331 | 369 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 2,308 | 365 | 0.11% | 0.12% | 153 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Reduced | 2,297 | 363 | 0.0% | 0.0% | 154 | -29 | -1.25% | Q1 2026 | May 15, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | Added to | 2,277 | 360 | 0.14% | 0.15% | 155 | +2 | 0.09% | Q1 2026 | Apr 29, 2026 |
| SONATA CAPITAL GROUP INC | History | Reduced | 2,265 | 358 | 0.13% | 0.23% | 156 | -1,499 | -39.82% | Q1 2026 | Apr 30, 2026 |
| SP Asset Management LLC | History | Added to | 2,258 | 357 | 0.03% | 0.03% | 157 | +5 | 0.22% | Q1 2026 | May 06, 2026 |
| MELFA WEALTH MANAGEMENT, INC. | History | No change | 2,253 | 356 | 0.2% | 0.21% | 158 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 2,218 | 351 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| One Wealth Map LLC | History | Reduced | 2,000 | 350 | 0.16% | 0.19% | 160 | -270 | -11.89% | Q1 2026 | May 04, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 2,190 | 347 | 0.16% | 0.17% | 161 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,183 | 345 | 0.01% | 0.0% | 162 | +2,088 | 2197.89% | Q1 2026 | May 15, 2026 |
| Essex LLC | History | No change | 2,170 | 343 | 0.06% | 0.06% | 163 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 2,162 | 342 | 0.09% | 0.11% | 164 | -220 | -9.24% | Q1 2026 | May 08, 2026 |
| LEGACY FINANCIAL GROUP, INC. | History | No change | 2,112 | 334 | 0.09% | 0.09% | 165 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Planned Solutions, Inc. | History | No change | 2,106 | 333 | 0.11% | 0.11% | 166 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CERTUITY, LLC | History | No change | 2,057 | 325 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kapstone Financial Advisors LLC | History | Added to | 2,051 | 324 | 0.16% | 0.1% | 168 | +800 | 63.95% | Q1 2026 | Apr 22, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 2,016 | 319 | 0.0% | 0.0% | 169 | -38 | -1.85% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 2,007 | 318 | 0.01% | 0.01% | 170 | -536 | -21.08% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 1,996 | 316 | 0.0% | 0.0% | 171 | +132 | 7.08% | Q1 2026 | May 14, 2026 |
| Edge Wealth Management LLC | History | No change | 1,982 | 314 | 0.05% | 0.06% | 172 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| KKM Financial LLC | History | No change | 1,878 | 311 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Reflection Asset Management | History | No change | 1,844 | 309 | 0.22% | 0.22% | 174 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Curat Global, LLC | History | No change | 1,948 | 308 | 0.3% | 0.36% | 175 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 1,937 | 306 | 0.14% | 0.15% | 176 | -94 | -4.63% | Q1 2026 | Apr 27, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Reduced | 1,925 | 304 | 0.14% | 0.15% | 177 | -119 | -5.82% | Q1 2026 | May 12, 2026 |
| Sandy Cove Advisors, LLC | History | No change | 1,923 | 304 | 0.09% | 0.09% | 178 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clarity Wealth Advisors, LLC | History | Reduced | 1,917 | 303 | 0.06% | 0.07% | 179 | -202 | -9.53% | Q1 2026 | Apr 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 1,900 | 301 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 1,888 | 299 | 0.0% | 0.0% | 181 | -12 | -0.63% | Q1 2026 | May 13, 2026 |
| Peachtree Investment Partners, LLC | History | Reduced | 1,859 | 294 | 0.11% | 0.13% | 182 | -543 | -22.61% | Q1 2026 | May 08, 2026 |
| MBA Advisors LLC | History | Added to | 1,836 | 290 | 0.11% | 0.12% | 183 | +4 | 0.22% | Q1 2026 | Apr 20, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | New | 1,800 | 285 | 0.02% | — | 185 | +1,800 | New | Q1 2026 | May 12, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 1,800 | 285 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 1,787 | 283 | 0.0% | — | 186 | +1,787 | New | Q1 2026 | May 13, 2026 |
| Hamrick Investment Counsel, llc | History | New | 1,769 | 280 | 0.16% | — | 187 | +1,769 | New | Q1 2026 | May 11, 2026 |
| Guided Capital Wealth Management, LLC | History | No change | 1,738 | 275 | 0.18% | 0.2% | 188 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Balentine LLC | History | No change | 1,726 | 273 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Garner Asset Management Corp | History | Added to | 1,700 | 269 | 0.11% | 0.11% | 190 | +3 | 0.18% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 1,687 | 267 | 0.0% | 0.01% | 191 | +2 | 0.12% | Q1 2026 | May 18, 2026 |
| SC&H Financial Advisors, Inc. | History | No change | 1,636 | 259 | 0.04% | 0.04% | 192 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 1,574 | 249 | 0.01% | 0.01% | 193 | +3 | 0.19% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | No change | 1,570 | 248 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 1,546 | 244 | 0.07% | 0.07% | 195 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Great Lakes Retirement, Inc. | History | Reduced | 1,523 | 241 | 0.02% | 0.03% | 196 | -4 | -0.26% | Q1 2026 | May 06, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Reduced | 1,510 | 239 | 0.03% | 0.03% | 198 | -13 | -0.85% | Q1 2026 | Apr 13, 2026 |
| WBH ADVISORY INC | History | No change | 1,500 | 239 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 1,499 | 237 | 0.02% | 0.02% | 199 | +4 | 0.27% | Q1 2026 | May 14, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 1,495 | 236 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,478 | 234 | 0.01% | 0.01% | 201 | -142 | -8.77% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,391 | 230 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WASHBURN CAPITAL MANAGEMENT, INC. | History | No change | 1,453 | 230 | 0.13% | 0.13% | 203 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SRH ADVISORS, LLC | History | No change | 1,450 | 229 | 0.07% | 0.07% | 204 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Main Street Research LLC | History | No change | 1,446 | 229 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Members Trust Co | History | No change | 1,420 | 224 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wedmont Private Capital | History | No change | 1,363 | 224 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 1,400 | 221 | 0.03% | 0.03% | 208 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,384 | 219 | 0.0% | 0.0% | 209 | -1,037 | -42.83% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | No change | 1,380 | 218 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tyche Wealth Partners LLC | History | No change | 1,365 | 216 | 0.03% | 0.04% | 211 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Aureum Wealth Management, LLC | History | Reduced | 1,355 | 214 | 0.15% | 0.22% | 212 | -45 | -3.21% | Q1 2026 | Apr 22, 2026 |
| VeraBank, N.A. | History | Reduced | 1,322 | 209 | 0.04% | 0.04% | 213 | -124 | -8.58% | Q1 2026 | May 11, 2026 |
| Red Door Wealth Management, LLC | History | Reduced | 1,324 | 209 | 0.02% | 0.02% | 214 | -5 | -0.38% | Q1 2026 | Apr 22, 2026 |
| Snowden Capital Advisors LLC | History | No change | 1,263 | 200 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,200 | 190 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,199 | 189 | 0.0% | 0.0% | 218 | -59 | -4.69% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 1,196 | 189 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Synergy Investment Management, LLC | History | New | 1,150 | 182 | 0.06% | — | 219 | +1,150 | New | Q1 2026 | May 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 1,082 | 171 | 0.01% | 0.01% | 220 | +2 | 0.19% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | No change | 1,071 | 169 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BlackRock, Inc. | History | Added to | 987 | 156 | 0.0% | 0.0% | 222 | +3 | 0.3% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 910 | 144 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 876 | 138 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 800 | 126 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | No change | 780 | 123 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Integrity Financial Corp /WA | History | Added to | 742 | 117 | 0.06% | 0.06% | 227 | +1 | 0.13% | Q1 2026 | May 14, 2026 |
| Boreal Capital Management LLC | History | Reduced | 700 | 110 | 0.09% | 0.26% | 228 | -1,412 | -66.86% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 674 | 106 | 0.0% | — | 229 | +674 | New | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 588 | 93 | 0.05% | 0.05% | 230 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 573 | 90 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 573 | 90 | 0.08% | 0.08% | 232 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 549 | 88 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Corp | History | Added to | 523 | 82 | 0.02% | 0.02% | 234 | +1 | 0.19% | Q1 2026 | May 04, 2026 |
| Financial Life Planners | History | New | 510 | 80 | 0.06% | — | 235 | +510 | New | Q1 2026 | Apr 24, 2026 |
| Grove Bank & Trust | History | No change | 497 | 78 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 480 | 76 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EFG International AG | History | Reduced | 478 | 75 | 0.0% | 0.0% | 238 | -479 | -50.05% | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | No change | 472 | 74 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 437 | 69 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 400 | 63 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | No change | 364 | 57 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SHP Wealth Management | History | Added to | 354 | 56 | 0.0% | 0.0% | 243 | +279 | 372.0% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | No change | 300 | 47 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | No change | 270 | 42 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 257 | 40 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | No change | 244 | 38 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 206 | 32 | 0.0% | — | 248 | +206 | New | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 200 | 31 | 0.0% | — | 251 | +200 | New | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 200 | 31 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glassman Wealth Services | History | No change | 200 | 31 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 190 | 30 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 160 | 25 | 0.0% | — | 254 | +160 | New | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 160 | 25 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| West Financial Advisors, LLC | History | No change | 146 | 23 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hughes Financial Services, LLC | History | No change | 126 | 19 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HighMark Wealth Management LLC | History | No change | 117 | 18 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Meramec Financial Planners, LLC | History | No change | 100 | 17 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 96 | 15 | 0.01% | — | 261 | +96 | New | Q1 2026 | May 08, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 100 | 15 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 100 | 15 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 88 | 13 | 0.0% | 0.0% | 264 | +7 | 8.64% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 84 | 13 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 83 | 13 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 77 | 12 | 0.0% | 0.0% | 265 | +3 | 4.05% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | No change | 66 | 10 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Dunhill Financial, LLC | History | Reduced | 62 | 9 | 0.0% | 0.0% | 267 | -1 | -1.59% | Q1 2026 | May 06, 2026 |
| Main Street Group, LTD | History | New | 52 | 8 | 0.0% | — | 268 | +52 | New | Q1 2026 | May 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 47 | 7 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Piedmont Capital Management, LLC/NC | History | No change | 46 | 7 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 38 | 6 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| NewEdge Advisors, LLC | History | Added to | 5,079 | 5 | 0.0% | 0.0% | 272 | +54 | 1.07% | Q1 2026 | May 15, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 35 | 5 | 0.0% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Horizon Investments, LLC | History | Added to | 30 | 4 | 0.0% | 0.0% | 274 | +15 | 100.0% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 20 | 3 | 0.0% | 0.0% | 276 | -464 | -95.87% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 25 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Nemes Rush Group LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | New | 8 | 1 | 0.0% | — | 278 | +8 | New | Q1 2026 | May 19, 2026 |
| Sharp Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 14.59% | — | -174,850 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 5.58% | — | -74,583 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -7,871 | -100.0% | Q1 2026 | May 12, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,806 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,440 | -100.0% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -2,601 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,885 | -100.0% | Q1 2026 | May 11, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.0% | — | -1,515 | -100.0% | Q1 2026 | May 01, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,512 | -100.0% | Q1 2026 | May 04, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,346 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,258 | -100.0% | Q1 2026 | May 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,245 | -100.0% | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,069 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -933 | -100.0% | Q1 2026 | May 14, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -315 | -100.0% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -284 | -100.0% | Q1 2026 | May 13, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 12, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |