iSHARES TRUST - IYZ
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 | 1,863,379 | 73,268 | 0.0% | 0.0% | 1 | -146,844 | -7.3% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,786,452 | 70,243 | 0.01% | 0.0% | 2 | +363,423 | 25.54% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,721,736 | 67,698 | 0.02% | 0.01% | 3 | +1,113,922 | 183.27% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,635,778 | 64,318 | 0.01% | 0.0% | 4 | +1,418,395 | 652.49% | Q1 2026 | May 11, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 1,748,579 | 59,276 | 5.39% | 4.36% | 5 | +494,925 | 39.48% | Q1 2026 | Apr 09, 2026 |
| CITIGROUP INC | History | Reduced | 1,216,331 | 47,826 | 0.02% | 0.03% | 6 | -911,374 | -42.83% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | Added to | 410,067 | 16,123 | 0.21% | 0.07% | 7 | +268,276 | 189.21% | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 405,290 | 15,936 | 0.13% | 0.11% | 8 | -68,800 | -14.51% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 394,409 | 15,508 | 0.01% | 0.01% | 9 | -251,397 | -38.93% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 371,560 | 14,609 | 0.16% | — | 10 | +371,560 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 369,328 | 14,521 | 0.0% | 0.0% | 11 | -84,997 | -18.71% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 341,798 | 13,440 | 0.03% | 0.05% | 12 | -243,104 | -41.56% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 333,470 | 13,112 | 0.0% | 0.0% | 13 | -45,111 | -11.92% | Q1 2026 | May 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | New | 313,377 | 12,321 | 5.12% | — | 14 | +313,377 | New | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 289,800 | 11,394 | 0.07% | 0.02% | 15 | +220,224 | 316.52% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 263,263 | 10,351 | 0.09% | 0.08% | 16 | -50,232 | -16.02% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 262,771 | 10,331 | 0.0% | 0.0% | 17 | -38,147 | -12.68% | Q1 2026 | May 15, 2026 |
| WealthCare Asset Management, LLC | History | Added to | 244,862 | 9,627 | 10.25% | 4.98% | 18 | +2,732 | 1.13% | Q1 2026 | Apr 30, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Reduced | 227,052 | 8,927 | 5.06% | 4.22% | 19 | -36,712 | -13.92% | Q1 2026 | May 04, 2026 |
| Summit Financial Consulting LLC | History | Reduced | 222,519 | 8,749 | 6.26% | 5.62% | 20 | -5,736 | -2.51% | Q1 2026 | Apr 10, 2026 |
| JANE STREET GROUP, LLC | History | New | 215,256 | 8,463 | 0.0% | — | 21 | +215,256 | New | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 183,066 | 7,198 | 0.0% | 0.0% | 22 | -41,916 | -18.63% | Q1 2026 | May 05, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 163,500 | 6,428 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 145,559 | 5,723 | 0.01% | 0.01% | 24 | -20,061 | -12.11% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 142,713 | 5,611 | 0.0% | 0.0% | 25 | +115,062 | 416.12% | Q1 2026 | May 15, 2026 |
| Cadent Capital Advisors, LLC | History | New | 135,887 | 5,343 | 1.38% | — | 26 | +135,887 | New | Q1 2026 | Apr 08, 2026 |
| ALTFEST L J & CO INC | History | New | 130,765 | 5,141 | 0.55% | — | 27 | +130,765 | New | Q1 2026 | Apr 28, 2026 |
| Three Seasons Wealth, LLC | History | Reduced | 127,642 | 5,018 | 1.92% | 0.95% | 28 | -164,940 | -56.37% | Q1 2026 | May 05, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 127,068 | 4,996 | 0.11% | 0.11% | 29 | -9,669 | -7.07% | Q1 2026 | May 12, 2026 |
| VestGen Advisors, LLC | History | Added to | 111,587 | 4,659 | 0.12% | 0.13% | 30 | +18,206 | 19.5% | Q1 2026 | May 14, 2026 |
| PGIM Custom Harvest LLC | History | No change | 86,325 | 3,394 | 0.05% | 0.04% | 31 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 82,696 | 3,251 | 0.0% | 0.0% | 32 | -1,290 | -1.54% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 81,809 | 3,216 | 0.0% | 0.0% | 33 | -36,388 | -30.79% | Q1 2026 | May 15, 2026 |
| CROBAN | History | Added to | 76,178 | 2,994 | 1.41% | 1.24% | 34 | +199 | 0.26% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 77,141 | 2,976 | 0.0% | 0.0% | 35 | +15,469 | 25.08% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | New | 74,507 | 2,929 | 0.02% | — | 36 | +74,507 | New | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Reduced | 69,088 | 2,716 | 0.07% | 0.06% | 37 | -2,210 | -3.1% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 62,456 | 2,455 | 0.01% | 0.0% | 38 | +44,867 | 255.09% | Q1 2026 | May 08, 2026 |
| Financial Management Professionals, Inc. | History | New | 57,424 | 2,257 | 0.25% | — | 39 | +57,424 | New | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 55,831 | 2,195 | 0.01% | 0.01% | 40 | -5,660 | -9.2% | Q1 2026 | May 05, 2026 |
| Wagner Wealth Management, Corp | History | Added to | 54,379 | 2,138 | 1.92% | 1.59% | 41 | +6,905 | 14.54% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 54,048 | 2,125 | 0.02% | 0.02% | 42 | +1,154 | 2.18% | Q1 2026 | Apr 20, 2026 |
| Cetera Investment Advisers | History | Reduced | 53,358 | 2,098 | 0.0% | 0.0% | 43 | -20,833 | -28.08% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 52,299 | 2,056 | 0.07% | 0.19% | 44 | -106,761 | -67.12% | Q1 2026 | Apr 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 45,241 | 1,778 | 0.0% | 0.0% | 45 | -12,844 | -22.11% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 45,200 | 1,777 | 0.0% | — | 46 | +45,200 | New | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 44,107 | 1,734 | 0.01% | 0.01% | 47 | -10,827 | -19.71% | Q1 2026 | Apr 15, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 43,620 | 1,715 | 0.07% | 0.06% | 48 | -306 | -0.7% | Q1 2026 | Apr 13, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | New | 41,968 | 1,650 | 0.59% | — | 49 | +41,968 | New | Q1 2026 | Apr 16, 2026 |
| Nikulski Financial, Inc. | History | Added to | 41,915 | 1,648 | 0.41% | 0.34% | 50 | +8 | 0.02% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 39,596 | 1,556 | 0.0% | 0.0% | 51 | -16 | -0.04% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 38,712 | 1,522 | 0.0% | 0.0% | 52 | +14,938 | 62.83% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Reduced | 37,367 | 1,469 | 0.1% | 0.08% | 53 | -3 | -0.01% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Reduced | 36,092 | 1,419 | 0.0% | 0.0% | 54 | -1,454 | -3.87% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | No change | 35,531 | 1,397 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Yeomans Consulting Group, Inc. | History | No change | 39,670 | 1,344 | 0.39% | 0.39% | 56 | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 33,138 | 1,302 | 0.0% | 0.0% | 57 | +561 | 1.72% | Q1 2026 | May 12, 2026 |
| Lakeshore Capital Group, Inc. | History | Reduced | 30,603 | 1,203 | 0.98% | 0.84% | 58 | -300 | -0.97% | Q1 2026 | Apr 22, 2026 |
| Quadrature Capital Ltd | History | New | 28,782 | 1,131 | 0.01% | — | 59 | +28,782 | New | Q1 2026 | May 15, 2026 |
| Kesler, Norman & Wride, LLC | History | Reduced | 28,057 | 1,103 | 0.19% | 0.21% | 60 | -7,278 | -20.6% | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | Added to | 27,470 | 1,080 | 0.08% | 0.05% | 61 | +7,171 | 35.33% | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 27,363 | 1,076 | 0.03% | — | 62 | +27,363 | New | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 26,578 | 1,045 | 0.07% | 0.06% | 63 | +1 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 26,307 | 1,034 | 0.0% | — | 64 | +26,307 | New | Q1 2026 | May 14, 2026 |
| WESPAC Advisors, LLC | History | Reduced | 26,109 | 1,026 | 0.56% | 1.2% | 65 | -39,226 | -60.04% | Q1 2026 | Apr 28, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 24,720 | 971 | 0.12% | 0.12% | 66 | -2,599 | -9.51% | Q1 2026 | May 08, 2026 |
| GeoWealth Management, LLC | History | New | 24,544 | 965 | 0.03% | — | 67 | +24,544 | New | Q1 2026 | May 13, 2026 |
| HARMONY ASSET MANAGEMENT LLC | History | Reduced | 24,442 | 961 | 0.29% | 0.31% | 68 | -2,977 | -10.86% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 24,312 | 959 | 0.0% | 0.0% | 69 | +6,034 | 33.01% | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | New | 23,441 | 921 | 0.08% | — | 70 | +23,441 | New | Q1 2026 | May 06, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 26,797 | 908 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Retirement Planning Group, LLC | History | Added to | 22,849 | 898 | 0.03% | 0.02% | 72 | +1,706 | 8.07% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 22,748 | 894 | 0.0% | 0.0% | 73 | -2,386 | -9.49% | Q1 2026 | May 04, 2026 |
| KKM Financial LLC | History | No change | 26,171 | 887 | 0.16% | 0.16% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 22,137 | 870 | 0.0% | — | 75 | +22,137 | New | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 21,223 | 834 | 0.0% | 0.0% | 76 | -25,380 | -54.46% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | No change | 20,764 | 816 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| APS Management Group, Inc. | History | Reduced | 20,730 | 815 | 0.7% | 0.64% | 78 | -1,183 | -5.4% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 19,611 | 771 | 0.06% | 0.07% | 79 | -5,840 | -22.95% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | New | 19,409 | 763 | 0.01% | — | 80 | +19,409 | New | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 19,038 | 748 | 0.03% | 0.03% | 81 | -670 | -3.4% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | New | 18,466 | 726 | 0.02% | — | 82 | +18,466 | New | Q1 2026 | Apr 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,226 | 716 | 0.0% | 0.0% | 83 | -52,249 | -74.14% | Q1 2026 | May 04, 2026 |
| Lifestyle Asset Management, Inc. | History | Reduced | 18,113 | 712 | 0.23% | 1.14% | 84 | -85,304 | -82.49% | Q1 2026 | Apr 10, 2026 |
| Synergy Asset Management, LLC | History | Added to | 17,365 | 682 | 0.07% | 0.02% | 85 | +11,322 | 187.36% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 16,712 | 657 | 0.0% | 0.0% | 86 | -685 | -3.94% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 15,960 | 627 | 0.0% | — | 88 | +15,960 | New | Q1 2026 | May 01, 2026 |
| Astoria Portfolio Advisors LLC. | History | Reduced | 15,142 | 627 | 0.13% | 0.19% | 87 | -6,403 | -29.72% | Q1 2026 | Apr 28, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 15,094 | 593 | 0.02% | 0.01% | 89 | +91 | 0.61% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 14,573 | 573 | 0.0% | 0.0% | 90 | -6,980 | -32.39% | Q1 2026 | Apr 24, 2026 |
| CX Institutional | History | Added to | 14,130 | 556 | 0.02% | 0.01% | 91 | +4,254 | 43.07% | Q1 2026 | Apr 06, 2026 |
| Atria Investments, Inc | History | Reduced | 14,137 | 555 | 0.01% | 0.01% | 92 | -240 | -1.67% | Q1 2026 | May 05, 2026 |
| SHERMAN PORFOLIOS, LLC | History | Reduced | 13,837 | 544 | 0.04% | 1.28% | 93 | -539,924 | -97.5% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | New | 12,953 | 509 | 0.01% | — | 94 | +12,953 | New | Q1 2026 | Apr 14, 2026 |
| Stratos Investment Management, LLC | History | Added to | 12,662 | 497 | 0.02% | 0.01% | 95 | +1,647 | 14.95% | Q1 2026 | Apr 28, 2026 |
| Fisher Asset Management, LLC | History | New | 12,027 | 472 | 0.0% | — | 96 | +12,027 | New | Q1 2026 | May 05, 2026 |
| Midwest Trust Co | History | No change | 11,671 | 458 | 0.01% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 11,447 | 450 | 0.0% | 0.0% | 98 | -732 | -6.01% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 10,914 | 429 | 0.03% | 0.0% | 99 | +10,382 | 1951.5% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | No change | 10,861 | 427 | 0.03% | 0.02% | 100 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,798 | 424 | 0.01% | 0.01% | 101 | -5,428 | -33.45% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,703 | 420 | 0.0% | 0.04% | 102 | -182,429 | -94.46% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 10,632 | 418 | 0.01% | 0.05% | 103 | -51,186 | -82.8% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | No change | 10,621 | 417 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 10,268 | 405 | 0.02% | 0.02% | 105 | -2,936 | -22.24% | Q1 2026 | May 12, 2026 |
| Strengthening Families & Communities, LLC | History | New | 10,118 | 397 | 0.1% | — | 106 | +10,118 | New | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 9,984 | 392 | 0.0% | 0.0% | 107 | +45 | 0.45% | Q1 2026 | May 07, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 9,726 | 382 | 0.01% | 0.01% | 108 | +3 | 0.03% | Q1 2026 | Apr 17, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 9,393 | 369 | 0.0% | 0.0% | 109 | -471 | -4.77% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 8,756 | 344 | 0.0% | 0.0% | 110 | +26 | 0.3% | Q1 2026 | May 08, 2026 |
| Hexagon Capital Partners LLC | History | New | 8,600 | 338 | 0.05% | — | 111 | +8,600 | New | Q1 2026 | May 04, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 8,538 | 335 | 0.09% | 0.07% | 112 | +18 | 0.21% | Q1 2026 | Apr 17, 2026 |
| CHICAGO TRUST Co NA | History | No change | 8,514 | 334 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Williams & Novak, LLC | History | Reduced | 8,365 | 330 | 0.25% | 0.24% | 114 | -1,000 | -10.68% | Q1 2026 | Apr 20, 2026 |
| Genesee Capital Advisors, LLC | History | New | 8,371 | 329 | 0.14% | — | 115 | +8,371 | New | Q1 2026 | Apr 22, 2026 |
| Quantinno Capital Management LP | History | New | 8,235 | 323 | 0.0% | — | 116 | +8,235 | New | Q1 2026 | May 15, 2026 |
| Narus Financial Partners, LLC | History | No change | 7,977 | 313 | 0.08% | 0.07% | 117 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MGB Wealth Management, LLC | History | No change | 9,235 | 313 | 0.09% | 0.09% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vigil Wealth Management, LLC | History | No change | 7,668 | 301 | 0.24% | 0.22% | 119 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 7,540 | 296 | 0.02% | 0.03% | 120 | -2,025 | -21.17% | Q1 2026 | May 08, 2026 |
| Arkadios Wealth Advisors | History | New | 7,300 | 287 | 0.0% | — | 121 | +7,300 | New | Q1 2026 | May 18, 2026 |
| Wakefield Asset Management LLLP | History | New | 7,280 | 286 | 0.08% | — | 122 | +7,280 | New | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 7,158 | 281 | 0.01% | 0.01% | 123 | -2,056 | -22.31% | Q1 2026 | Apr 27, 2026 |
| Advanced Asset Management Advisors Inc | History | Added to | 6,684 | 262 | 0.07% | 0.06% | 124 | +79 | 1.2% | Q1 2026 | Apr 24, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 6,526 | 256 | 0.01% | 0.02% | 125 | -1,204 | -15.58% | Q1 2026 | Apr 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 6,480 | 254 | 0.0% | 0.01% | 126 | -12,610 | -66.06% | Q1 2026 | May 15, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 5,966 | 234 | 0.01% | 0.01% | 127 | -224 | -3.62% | Q1 2026 | May 13, 2026 |
| PACIFIC FINANCIAL GROUP INC | History | New | 5,648 | 222 | 0.12% | — | 128 | +5,648 | New | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | New | 5,382 | 211 | 0.0% | — | 129 | +5,382 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 6,076 | 205 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 5,212 | 204 | 0.0% | — | 131 | +5,212 | New | Q1 2026 | May 01, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 4,000 | 157 | 0.0% | 0.0% | 132 | -800 | -16.67% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Added to | 3,978 | 156 | 0.0% | 0.0% | 133 | +546 | 15.91% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 3,285 | 129 | 0.0% | — | 134 | +3,285 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 3,280 | 128 | 0.0% | 0.0% | 135 | +622 | 23.4% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Reduced | 3,053 | 120 | 0.0% | 0.0% | 136 | -3,404 | -52.72% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 3,003 | 118 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,676 | 105 | 0.0% | 0.0% | 138 | -2,828 | -51.38% | Q1 2026 | Apr 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,515 | 98 | 0.0% | 0.0% | 139 | +229 | 10.02% | Q1 2026 | May 13, 2026 |
| Global Trust Asset Management, LLC | History | New | 2,470 | 97 | 0.04% | — | 140 | +2,470 | New | Q1 2026 | Apr 23, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,450 | 96 | 0.0% | 0.0% | 141 | +680 | 38.42% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1,700 | 66 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,933 | 65 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BlackRock, Inc. | History | No change | 1,644 | 64 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Reflection Asset Management | History | No change | 1,872 | 63 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Allworth Financial LP | History | Added to | 1,500 | 58 | 0.0% | 0.0% | 146 | +2 | 0.13% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 856 | 33 | 0.0% | — | 148 | +856 | New | Q1 2026 | May 19, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 840 | 33 | 0.01% | 0.01% | 147 | +3 | 0.36% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 660 | 25 | 0.0% | 0.0% | 149 | -14 | -2.08% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 719 | 24 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Curat Global, LLC | History | No change | 526 | 20 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 495 | 19 | 0.0% | 0.0% | 154 | -270 | -35.29% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 500 | 19 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 500 | 19 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 425 | 16 | 0.01% | 0.01% | 155 | -25 | -5.56% | Q1 2026 | May 11, 2026 |
| Capital Advisor Network LLC | History | New | 303 | 11 | 0.01% | — | 158 | +303 | New | Q1 2026 | May 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 300 | 11 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 300 | 11 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MTM Investment Management, LLC | History | No change | 270 | 10 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Missouri Trust & Investment Co | History | New | 250 | 9 | 0.0% | — | 160 | +250 | New | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 204 | 8 | 0.0% | 0.0% | 162 | -152 | -42.7% | Q1 2026 | May 13, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 215 | 8 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 150 | 6 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 128 | 5 | 0.0% | 0.0% | 166 | +40 | 45.45% | Q1 2026 | May 13, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 150 | 5 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 153 | 5 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | Reduced | 115 | 4 | 0.0% | 0.0% | 168 | -297 | -72.09% | Q1 2026 | May 06, 2026 |
| Princeton Global Asset Management LLC | History | New | 125 | 4 | 0.0% | — | 169 | +125 | New | Q1 2026 | Apr 22, 2026 |
| Synergy Investment Management, LLC | History | New | 125 | 4 | 0.0% | — | 170 | +125 | New | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 127 | 4 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 100 | 3 | 0.0% | — | 173 | +100 | New | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 91 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 74 | 2 | 0.0% | 0.0% | 174 | +15 | 25.42% | Q1 2026 | May 11, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Insight Inv LLC | History | Added to | 27 | 1 | 0.0% | — | 178 | +10 | 58.82% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO | History | No change | 37 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Group Advisors, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 33 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Camarda Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 5.4% | — | -418,208 | -100.0% | Q1 2026 | May 14, 2026 |
| Balboa Wealth Partners | History | Closed out | 0 | 0 | — | 0.5% | — | -88,963 | -100.0% | Q1 2026 | Apr 16, 2026 |
| USA FINANCIAL FORMULAS | History | Closed out | 0 | 0 | — | 0.5% | — | -80,884 | -100.0% | Q1 2026 | Apr 14, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -76,994 | -100.0% | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -69,072 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Brendel Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -28,441 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -28,418 | -100.0% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,564 | -100.0% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,728 | -100.0% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,975 | -100.0% | Q1 2026 | May 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,880 | -100.0% | Q1 2026 | May 18, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,514 | -100.0% | Q1 2026 | May 11, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,379 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FOCUSED ALPHA, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,298 | -100.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -7,449 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -6,735 | -100.0% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,426 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,187 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Value Investment Professionals, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -2,761 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Miller Global Investments, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,758 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -1,015 | -100.0% | Q1 2026 | May 01, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -850 | -100.0% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -117 | -100.0% | Q1 2026 | May 05, 2026 |
| Global Wealth Strategies & Associates | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Rossby Financial, LCC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |