iSHARES TRUST - LQD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | History | Added to | 44,772,775 | 4,879,784 | 0.56% | 0.15% | 1 | +33,665,668 | 303.1% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 25,799,022 | 2,811,835 | 0.21% | 0.18% | 2 | +2,991,622 | 13.12% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 21,554,643 | 2,349,240 | 0.04% | 0.03% | 3 | +5,151,674 | 31.41% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,931,774 | 2,281,354 | 0.26% | 0.19% | 4 | +6,235,550 | 42.43% | Q1 2026 | May 15, 2026 |
| Meiji Yasuda Life Insurance Co | History | No change | 19,120,368 | 2,083,928 | 71.23% | 61.06% | 5 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 14,821,301 | 1,615,373 | 0.1% | 0.08% | 6 | +2,872,892 | 24.04% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 14,450,225 | 1,574,930 | 0.24% | 0.33% | 7 | -4,192,792 | -22.49% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Added to | 13,706,475 | 1,493,868 | 0.36% | 0.1% | 8 | +10,064,102 | 276.31% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 10,987,000 | 1,197,473 | 0.32% | 0.39% | 9 | -2,645,344 | -19.4% | Q1 2026 | Apr 30, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 10,913,210 | 1,189,430 | 2.42% | 2.31% | 10 | -139,758 | -1.26% | Q1 2026 | May 14, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 10,734,837 | 1,169,989 | 2.57% | 2.7% | 11 | -216,717 | -1.98% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 10,601,426 | 1,155,449 | 1.42% | 0.22% | 12 | +8,942,000 | 538.86% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,273,041 | 996,609 | 0.48% | 0.01% | 13 | +6,162,722 | 5586.27% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 9,077,624 | 989,370 | 0.19% | 0.16% | 14 | +865,495 | 10.54% | Q1 2026 | May 11, 2026 |
| BARINGS LLC | History | Added to | 8,612,363 | 938,661 | 15.16% | 5.63% | 15 | +5,840,636 | 210.72% | Q1 2026 | May 06, 2026 |
| Japan Science & Technology Agency | History | Reduced | 8,506,450 | 927,117 | 19.27% | 20.87% | 16 | -1,800,000 | -17.46% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 8,003,542 | 877,146 | 0.2% | 0.09% | 17 | +4,409,198 | 122.67% | Q1 2026 | May 15, 2026 |
| ALLIANZ SE | History | No change | 7,862,205 | 856,901 | 9.5% | 11.16% | 18 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 7,502,220 | 817,666 | 6.04% | 8.54% | 19 | -2,501,000 | -25.0% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 6,122,891 | 667,333 | 0.18% | 0.18% | 20 | +731,594 | 13.57% | Q1 2026 | May 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 6,078,846 | 662,533 | 0.28% | 0.16% | 21 | +2,593,056 | 74.39% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 5,950,200 | 648,512 | 0.1% | 0.08% | 22 | +1,201,007 | 25.29% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 5,542,735 | 604,102 | 0.08% | 0.08% | 23 | +951,386 | 20.72% | Q1 2026 | May 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 5,108,800 | 556,808 | 0.97% | 0.16% | 24 | +4,344,799 | 568.69% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 4,725,000 | 514,977 | 4.55% | 7.12% | 25 | -1,190,000 | -20.12% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 4,199,050 | 457,654 | 0.12% | 0.11% | 26 | +379,445 | 9.93% | Q1 2026 | May 06, 2026 |
| National Mutual Insurance Federation of Agricultural Cooperatives | History | No change | 4,040,400 | 440,363 | 3.39% | 3.26% | 27 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 3,708,265 | 404,163 | 0.27% | 0.28% | 28 | -13,860 | -0.37% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 3,443,454 | 375,302 | 5.69% | 4.17% | 29 | +199,550 | 6.15% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,067,079 | 334,281 | 0.06% | 0.04% | 30 | +648,250 | 26.8% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS | History | Added to | 2,573,766 | 280,514 | 8.92% | 7.45% | 31 | +211,453 | 8.95% | Q1 2026 | May 12, 2026 |
| Empower Annuity Insurance Co | History | No change | 2,456,850 | 267,772 | 100.0% | 100.0% | 32 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Symetra Investment Management Co | History | Added to | 2,371,880 | 258,511 | 22.39% | 19.7% | 33 | +1,356,200 | 133.53% | Q1 2026 | May 07, 2026 |
| Verition Fund Management LLC | History | Added to | 2,200,000 | 239,778 | 1.55% | 0.45% | 34 | +1,163,902 | 112.34% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 2,172,400 | 236,769 | 1.25% | 1.16% | 35 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 2,092,710 | 226,661 | 0.19% | 0.13% | 36 | +507,842 | 32.04% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 2,000,000 | 217,980 | 0.24% | 0.34% | 37 | -1,077,161 | -35.01% | Q1 2026 | May 15, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 1,965,000 | 214,165 | 1.86% | 1.86% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,860,386 | 202,763 | 0.07% | 0.07% | 39 | -93,858 | -4.8% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,777,741 | 193,755 | 0.03% | 0.03% | 40 | -603,063 | -25.33% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,625,304 | 176,036 | 0.01% | 0.03% | 41 | -2,306,911 | -58.67% | Q1 2026 | May 13, 2026 |
| Members Trust Co | History | Added to | 1,569,008 | 171,006 | 5.68% | 5.4% | 42 | +66,029 | 4.39% | Q1 2026 | May 04, 2026 |
| SONA ASSET MANAGEMENT (US) LLC | History | Reduced | 1,533,188 | 167,102 | 3.52% | 17.59% | 43 | -5,478,110 | -78.13% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 1,368,140 | 149,113 | 1.69% | 1.58% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DV Trading LLC | History | Added to | 1,231,308 | 134,200 | 3.18% | 1.48% | 45 | +753,362 | 157.62% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,160,780 | 126,513 | 0.04% | 0.04% | 46 | +13,927 | 1.21% | Q1 2026 | May 14, 2026 |
| LMR Partners LLP | History | New | 1,147,200 | 125,033 | 0.28% | — | 47 | +1,147,200 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,126,162 | 122,740 | 0.07% | 0.07% | 48 | -35,907 | -3.09% | Q1 2026 | May 08, 2026 |
| North Dakota State Investment Board | History | Added to | 1,111,374 | 121,128 | 5.24% | 1.93% | 49 | +639,914 | 135.73% | Q1 2026 | May 08, 2026 |
| Waratah Capital Advisors Ltd. | History | New | 1,080,000 | 117,709 | 4.48% | — | 50 | +1,080,000 | New | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 1,035,759 | 112,887 | 0.12% | 0.12% | 51 | +6,183 | 0.6% | Q1 2026 | May 13, 2026 |
| Bridgewater Associates, LP | History | Added to | 1,021,700 | 111,355 | 0.5% | 0.4% | 52 | +22,300 | 2.23% | Q1 2026 | May 15, 2026 |
| Trajan Wealth LLC | History | Added to | 101,085 | 110,117 | 4.45% | 0.46% | 53 | +1,739 | 1.75% | Q1 2026 | May 13, 2026 |
| BRIGADE CAPITAL MANAGEMENT, LP | History | New | 1,000,000 | 108,990 | 13.53% | — | 54 | +1,000,000 | New | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 996,590 | 108,618 | 0.22% | 0.23% | 55 | -19,425 | -1.91% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 995,764 | 108,528 | 0.3% | 0.28% | 56 | -29,718 | -2.9% | Q1 2026 | May 04, 2026 |
| GDS Wealth Management | History | Added to | 994,088 | 108,345 | 6.51% | 5.87% | 57 | +142,967 | 16.8% | Q1 2026 | Apr 27, 2026 |
| Legal & General Group Plc | History | Reduced | 979,625 | 106,754 | 0.02% | 0.03% | 58 | -437,997 | -30.9% | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 921,298 | 100,526 | 0.05% | 0.01% | 59 | +746,302 | 426.47% | Q1 2026 | Apr 30, 2026 |
| Valmark Advisers, Inc. | History | Added to | 891,382 | 97,151 | 1.15% | 1.18% | 60 | +19,054 | 2.18% | Q1 2026 | May 01, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 835,038 | 91,010 | 1.84% | 1.6% | 61 | +16,543 | 2.02% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 817,304 | 89,111 | 0.15% | 0.16% | 62 | -103,713 | -11.26% | Q1 2026 | May 05, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 804,261 | 87,656 | 0.07% | 0.06% | 63 | +108,154 | 15.54% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 726,716 | 78,965 | 0.75% | 0.56% | 64 | +253,903 | 53.7% | Q1 2026 | Apr 07, 2026 |
| APG Asset Management US Inc. | History | Reduced | 698,893 | 75,941 | 0.59% | 3.06% | 65 | -2,847,821 | -80.29% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 688,048 | 74,990 | 0.05% | 0.04% | 66 | +44,401 | 6.9% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 685,161 | 74,674 | 0.07% | 0.1% | 67 | -340,989 | -33.23% | Q1 2026 | May 12, 2026 |
| Ionic Capital Management LLC | History | New | 650,000 | 70,843 | 5.18% | — | 68 | +650,000 | New | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Added to | 649,900 | 70,832 | 0.1% | 0.05% | 69 | +349,900 | 116.63% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 588,086 | 64,115 | 0.09% | 0.1% | 70 | -36,978 | -5.92% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 575,000 | 62,669 | 0.03% | 0.01% | 71 | +358,600 | 165.71% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Reduced | 567,726 | 61,876 | 0.03% | 0.15% | 72 | -2,497,719 | -81.48% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 549,674 | 59,908 | 0.02% | 0.01% | 73 | +159,126 | 40.74% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 541,154 | 58,980 | 0.04% | 0.04% | 74 | +30,499 | 5.97% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL PLC | History | Added to | 524,387 | 57,152 | 0.33% | 0.26% | 75 | +223,247 | 74.13% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 491,359 | 53,553 | 0.27% | 0.29% | 76 | +9,782 | 2.03% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 485,537 | 52,918 | 0.07% | 0.05% | 77 | +158,933 | 48.66% | Q1 2026 | Apr 27, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 434,940 | 47,404 | 0.24% | 0.27% | 78 | -70,660 | -13.98% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 411,064 | 44,801 | 0.01% | 0.35% | 79 | -736,781 | -64.19% | Q1 2026 | May 04, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 410,991 | 44,793 | 0.17% | 0.2% | 80 | -100,000 | -19.57% | Q1 2026 | May 05, 2026 |
| AOZORA BANK, LTD. | History | Added to | 400,000 | 43,596 | 100.0% | 20.3% | 81 | +340,000 | 566.67% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 390,505 | 42,561 | 0.05% | 0.05% | 82 | +9,511 | 2.5% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 384,708 | 41,929 | 0.16% | 0.2% | 83 | -53,086 | -12.13% | Q1 2026 | Apr 30, 2026 |
| HRT FINANCIAL LP | History | New | 368,388 | 40,150 | 0.1% | — | 84 | +368,388 | New | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 357,314 | 38,943 | 0.21% | 0.32% | 85 | -121,238 | -25.33% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 356,381 | 38,841 | 0.67% | 0.69% | 86 | +13,308 | 3.88% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 350,054 | 38,154 | 0.04% | 0.05% | 87 | -25,544 | -6.8% | Q1 2026 | May 05, 2026 |
| PAYDEN & RYGEL | History | Reduced | 347,496 | 37,874 | 2.92% | 3.54% | 88 | -116,900 | -25.17% | Q1 2026 | May 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 346,472 | 37,761 | 0.02% | 0.02% | 89 | -87,957 | -20.25% | Q1 2026 | May 18, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 345,220 | 37,626 | 0.53% | 0.84% | 90 | -254,980 | -42.48% | Q1 2026 | Apr 23, 2026 |
| Sigma Planning Corp | History | Added to | 341,308 | 37,199 | 1.03% | 1.01% | 91 | +8,411 | 2.53% | Q1 2026 | May 04, 2026 |
| Stratos Investment Management, LLC | History | Added to | 340,111 | 37,068 | 1.49% | 1.45% | 92 | +11,223 | 3.41% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 336,828 | 36,711 | 0.07% | 0.07% | 93 | -27,532 | -7.56% | Q1 2026 | May 14, 2026 |
| Cheviot Value Management, LLC | History | Added to | 331,893 | 36,173 | 3.63% | 3.47% | 94 | +12,594 | 3.94% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 327,885 | 35,736 | 0.2% | 0.16% | 95 | -84,758 | -20.54% | Q1 2026 | Apr 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 320,179 | 34,896 | 0.25% | — | 96 | +320,179 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 317,778 | 34,634 | 0.39% | 0.25% | 97 | +119,795 | 60.51% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 309,232 | 33,703 | 0.05% | 0.04% | 98 | +35,226 | 12.86% | Q1 2026 | Apr 27, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 306,942 | 33,453 | 0.46% | 0.27% | 99 | +136,557 | 80.15% | Q1 2026 | May 12, 2026 |
| Leo Wealth, LLC | History | Added to | 304,760 | 33,214 | 2.41% | 1.91% | 100 | +65,990 | 27.64% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 304,105 | 33,144 | 0.26% | 0.4% | 101 | -122,223 | -28.67% | Q1 2026 | Apr 07, 2026 |
| Saba Capital Management, L.P. | History | Added to | 300,000 | 32,697 | 0.9% | 0.05% | 102 | +284,281 | 1808.52% | Q1 2026 | May 15, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Added to | 297,300 | 32,402 | 1.9% | 1.65% | 103 | +33,400 | 12.66% | Q1 2026 | May 06, 2026 |
| BANK HAPOALIM BM | History | Reduced | 297,866 | 32,381 | 4.97% | 5.13% | 104 | -238,065 | -44.42% | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 296,592 | 32,325 | 0.05% | 0.04% | 105 | +68,185 | 29.85% | Q1 2026 | May 14, 2026 |
| Towercrest Capital Management | History | Added to | 291,268 | 31,745 | 4.95% | 4.2% | 106 | +49,314 | 20.38% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 289,047 | 31,503 | 0.05% | 0.01% | 107 | +223,487 | 340.89% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 286,500 | 31,225 | 0.06% | 0.12% | 108 | -313,500 | -52.25% | Q1 2026 | May 15, 2026 |
| Strong Tower Advisory Services | History | Added to | 281,664 | 30,698 | 5.78% | 5.11% | 109 | +22,699 | 8.77% | Q1 2026 | Apr 16, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 279,033 | 30,411 | 0.44% | 0.47% | 110 | +325 | 0.12% | Q1 2026 | Apr 17, 2026 |
| IHT Wealth Management, LLC | History | Added to | 276,301 | 30,114 | 0.7% | 0.47% | 111 | +100,278 | 56.97% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 273,400 | 29,797 | 0.03% | 0.01% | 112 | +139,533 | 104.23% | Q1 2026 | May 14, 2026 |
| American Family Investments, Inc. | History | No change | 273,400 | 29,797 | 0.78% | 1.08% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Joule Financial, LLC | History | Added to | 267,204 | 29,122 | 8.48% | 8.64% | 114 | +5,522 | 2.11% | Q1 2026 | Apr 14, 2026 |
| NYL Investors LLC | History | Added to | 265,872 | 28,977 | 10.95% | 9.91% | 115 | +1,123 | 0.42% | Q1 2026 | May 07, 2026 |
| Planning Project LLC | History | No change | 257,087 | 28,328 | 7.12% | 7.12% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Hilltop Holdings Inc. | History | Added to | 257,303 | 28,043 | 2.52% | 1.45% | 117 | +34,847 | 15.66% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 256,772 | 27,986 | 1.74% | — | 118 | +256,772 | New | Q1 2026 | May 08, 2026 |
| Westshore Wealth, LLC | History | No change | 250,758 | 27,630 | 9.14% | 9.14% | 119 | 0 | 0.0% | Q4 2025 | Feb 25, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 251,203 | 27,378 | 3.06% | 3.5% | 120 | -25,452 | -9.2% | Q1 2026 | Apr 10, 2026 |
| Constellation Investments, Inc. | History | No change | 249,317 | 27,173 | 0.9% | 0.85% | 121 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 248,404 | 26,991 | 0.46% | 0.5% | 122 | -1,241 | -0.5% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 245,317 | 26,737 | 0.07% | 0.1% | 123 | -87,776 | -26.35% | Q1 2026 | Apr 30, 2026 |
| Regal Investment Advisors LLC | History | Added to | 244,646 | 26,664 | 1.54% | 1.54% | 124 | +11,298 | 4.84% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 241,595 | 26,331 | 0.03% | 0.0% | 125 | +237,736 | 6160.56% | Q1 2026 | Apr 16, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 225,865 | 24,888 | 0.85% | 0.85% | 126 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 228,225 | 24,874 | 1.45% | 1.38% | 127 | +24,805 | 12.19% | Q1 2026 | Apr 23, 2026 |
| SIG BROKERAGE, LP | History | Added to | 225,489 | 24,576 | 0.65% | 0.14% | 128 | +183,400 | 435.74% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 218,307 | 23,793 | 0.04% | 0.04% | 129 | +107,677 | 97.33% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 215,543 | 23,750 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 215,977 | 23,539 | 0.03% | 0.03% | 131 | -8,000 | -3.57% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 214,063 | 23,330 | 0.48% | 0.51% | 132 | -1,168 | -0.54% | Q1 2026 | Apr 27, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 211,541 | 23,055 | 0.14% | 0.2% | 133 | -77,665 | -26.85% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 209,435 | 22,826 | 0.06% | 0.13% | 134 | -300,000 | -58.89% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | New | 208,171 | 22,688 | 0.02% | — | 135 | +208,171 | New | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 207,780 | 22,648 | 0.03% | — | 136 | +207,780 | New | Q1 2026 | May 12, 2026 |
| Summit Financial Consulting LLC | History | Added to | 204,293 | 22,265 | 15.94% | 15.81% | 137 | +6,723 | 3.4% | Q1 2026 | Apr 10, 2026 |
| Petrus Trust Company, LTA | History | No change | 202,029 | 22,019 | 2.41% | 2.25% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 201,546 | 21,966 | 2.68% | 2.54% | 139 | +4,541 | 2.31% | Q1 2026 | Apr 23, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Added to | 201,481 | 21,959 | 8.52% | 8.5% | 140 | +4,735 | 2.41% | Q1 2026 | Apr 08, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 200,481 | 21,850 | 0.09% | 0.08% | 141 | +11,999 | 6.37% | Q1 2026 | May 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 198,530 | 21,637 | 0.06% | 0.07% | 142 | -22,750 | -10.28% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 196,572 | 21,424 | 0.26% | 0.29% | 143 | +9,896 | 5.3% | Q1 2026 | Apr 23, 2026 |
| Invst, LLC | History | Added to | 195,993 | 21,361 | 2.41% | 1.74% | 144 | +50,410 | 34.63% | Q1 2026 | May 13, 2026 |
| Canal Capital Management, LLC | History | Added to | 195,567 | 21,314 | 2.88% | 2.86% | 145 | +12,683 | 6.93% | Q1 2026 | Apr 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 193,980 | 21,141 | 1.47% | 1.4% | 146 | +8,017 | 4.31% | Q1 2026 | May 12, 2026 |
| Lifeworks Advisors, LLC | History | Added to | 186,982 | 20,379 | 2.61% | 2.64% | 147 | +1,754 | 0.95% | Q1 2026 | May 04, 2026 |
| Alliance Wealth Management Group | History | Added to | 186,246 | 20,299 | 4.44% | 3.79% | 148 | +29,644 | 18.93% | Q1 2026 | Apr 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 185,782 | 20,248 | 0.07% | 0.08% | 149 | -12,233 | -6.18% | Q1 2026 | Apr 24, 2026 |
| DDFG, Inc | History | Added to | 183,933 | 20,046 | 4.32% | 4.31% | 150 | +5,279 | 2.95% | Q1 2026 | Apr 22, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | Reduced | 183,046 | 19,950 | 1.38% | 1.37% | 151 | -154 | -0.08% | Q1 2026 | May 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 182,476 | 19,888 | 0.06% | 0.05% | 152 | +4,514 | 2.54% | Q1 2026 | May 05, 2026 |
| CI INVESTMENTS INC. | History | Added to | 180,644 | 19,688 | 0.1% | 0.09% | 153 | +1,816 | 1.02% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 179,097 | 19,519 | 0.03% | 0.02% | 154 | +50,677 | 39.46% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 179,052 | 19,511 | 0.02% | 0.01% | 155 | +94,463 | 111.67% | Q1 2026 | May 13, 2026 |
| Vision Capital Management, Inc. | History | Added to | 174,720 | 19,042 | 2.4% | 2.27% | 156 | +3,604 | 2.11% | Q1 2026 | Apr 24, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 171,824 | 18,763 | 0.06% | 0.06% | 157 | +82,194 | 91.7% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 166,961 | 18,197 | 0.14% | 0.04% | 158 | +117,551 | 237.91% | Q1 2026 | Apr 15, 2026 |
| Cordoba Advisory Partners LLC | History | Added to | 163,788 | 17,851 | 4.93% | 4.43% | 159 | +1,141 | 0.7% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 159,380 | 17,370 | 0.41% | 0.39% | 160 | +13,003 | 8.88% | Q1 2026 | May 11, 2026 |
| Lighthouse Financial LLC | History | Added to | 154,747 | 16,865 | 10.17% | 6.2% | 161 | +68,615 | 79.66% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 154,109 | 16,796 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HMS Capital Management, LLC | History | Added to | 151,392 | 16,500 | 6.38% | 6.48% | 163 | +9,236 | 6.5% | Q1 2026 | Apr 22, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 148,909 | 16,229 | 0.13% | 0.13% | 164 | -275 | -0.18% | Q1 2026 | May 14, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 145,445 | 15,771 | 0.11% | 0.11% | 165 | +2,402 | 1.68% | Q1 2026 | May 14, 2026 |
| Betterment LLC | History | Reduced | 143,165 | 15,604 | 0.03% | 0.03% | 166 | -15,496 | -9.77% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Reduced | 141,928 | 15,468 | 0.09% | 0.09% | 167 | -1,220 | -0.85% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 141,316 | 15,402 | 0.08% | 0.08% | 168 | +10,597 | 8.11% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 139,735 | 15,229 | 0.22% | 0.33% | 169 | -57,247 | -29.06% | Q1 2026 | May 13, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 139,708 | 15,226 | 2.14% | 2.04% | 170 | +4,658 | 3.45% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 137,379 | 14,972 | 0.12% | 0.11% | 171 | +3,050 | 2.27% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 134,747 | 14,686 | 0.04% | 0.05% | 172 | +9,982 | 8.0% | Q1 2026 | May 15, 2026 |
| Providence First Trust Co | History | Reduced | 134,227 | 14,629 | 5.14% | 5.19% | 173 | -1,900 | -1.4% | Q1 2026 | May 04, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 32,574,425 | 14,449 | 0.56% | 1.03% | 174 | +32,286,043 | 11195.58% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 132,059 | 14,393 | 0.21% | 0.22% | 175 | -7,485 | -5.36% | Q1 2026 | May 13, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | New | 131,139 | 14,292 | 3.22% | — | 176 | +131,139 | New | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 129,729 | 14,139 | 0.07% | 0.09% | 177 | -13,792 | -9.61% | Q1 2026 | May 08, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 128,238 | 13,976 | 2.63% | 4.68% | 178 | -105,222 | -45.07% | Q1 2026 | Apr 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 128,217 | 13,974 | 0.09% | 0.28% | 179 | -168,917 | -56.85% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 128,100 | 13,928 | 0.25% | 0.02% | 180 | +123,789 | 2871.47% | Q1 2026 | May 01, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Reduced | 125,409 | 13,735 | 9.6% | 10.77% | 181 | -887 | -0.7% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 125,000 | 13,623 | 0.05% | 0.06% | 182 | -40,000 | -24.24% | Q1 2026 | May 13, 2026 |
| Apella Capital, LLC | History | Reduced | 123,032 | 13,538 | 0.2% | 0.28% | 183 | -5,547 | -4.31% | Q1 2026 | Apr 20, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 123,987 | 13,513 | 5.53% | 5.61% | 184 | +2,595 | 2.14% | Q1 2026 | Apr 27, 2026 |
| Genus Capital Management Inc. | History | Added to | 122,861 | 13,390 | 1.53% | 1.3% | 185 | +21,665 | 21.41% | Q1 2026 | May 01, 2026 |
| MTC Wealth Management LLC | History | Added to | 121,712 | 13,265 | 6.3% | 5.82% | 186 | +9,178 | 8.16% | Q1 2026 | May 04, 2026 |
| Private Advisory Group LLC | History | Added to | 120,513 | 13,134 | 0.86% | 0.18% | 187 | +99,585 | 475.85% | Q1 2026 | May 08, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 120,423 | 13,124 | 1.82% | 1.84% | 188 | -7,408 | -5.8% | Q1 2026 | Apr 09, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 120,112 | 13,090 | 0.42% | 0.42% | 189 | +291 | 0.24% | Q1 2026 | Apr 30, 2026 |
| TrustBank | History | Added to | 119,099 | 12,980 | 5.03% | 5.42% | 190 | +1,126 | 0.95% | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 118,308 | 12,895 | 0.1% | 0.1% | 191 | +2,054 | 1.77% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 118,291 | 12,892 | 0.0% | 0.06% | 192 | -1,631,729 | -93.24% | Q1 2026 | May 06, 2026 |
| One River Asset Management, LLC | History | New | 117,500 | 12,806 | 4.69% | — | 193 | +117,500 | New | Q1 2026 | Apr 27, 2026 |
| Idaho Trust Co | History | Added to | 116,203 | 12,664 | 4.12% | 3.97% | 194 | +7,432 | 6.83% | Q1 2026 | May 08, 2026 |
| TRB Wealth Management, LLC | History | New | 115,308 | 12,567 | 1.79% | — | 195 | +115,308 | New | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 113,396 | 12,359 | 0.02% | 0.02% | 196 | +34,895 | 44.45% | Q1 2026 | May 01, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Added to | 111,478 | 12,149 | 5.09% | 4.74% | 197 | +8,842 | 8.61% | Q1 2026 | Apr 29, 2026 |
| Independent Advisor Alliance | History | Added to | 110,748 | 12,070 | 0.13% | 0.01% | 198 | +105,995 | 2230.07% | Q1 2026 | May 12, 2026 |
| Twele Capital Management, Inc. | History | Added to | 109,412 | 11,924 | 2.13% | 2.04% | 199 | +5,991 | 5.79% | Q1 2026 | Apr 07, 2026 |
| Rothschild Wealth LLC | History | Added to | 109,138 | 11,894 | 1.07% | 0.94% | 200 | +19,946 | 22.36% | Q1 2026 | May 06, 2026 |
| Net Worth Advisory Group | History | Added to | 105,578 | 11,506 | 2.39% | 2.32% | 201 | +1,451 | 1.39% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 105,100 | 11,454 | 0.06% | 0.07% | 202 | +11,643 | 12.46% | Q1 2026 | May 15, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 104,452 | 11,384 | 5.88% | 5.52% | 203 | +1,864 | 1.82% | Q1 2026 | May 06, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 103,840 | 11,317 | 0.03% | 0.04% | 204 | -18,720 | -15.27% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 102,902 | 11,215 | 0.12% | 0.04% | 205 | +76,344 | 287.46% | Q1 2026 | May 15, 2026 |
| Finhabits Advisors LLC | History | Added to | 100,809 | 10,987 | 10.14% | 10.18% | 206 | +2,333 | 2.37% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 101,789 | 10,954 | 0.01% | 0.01% | 207 | -2,985 | -2.85% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | Reduced | 100,267 | 10,928 | 0.12% | 0.2% | 208 | -31,930 | -24.15% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 99,943 | 10,892 | 0.31% | 0.96% | 209 | -200,105 | -66.69% | Q1 2026 | May 13, 2026 |
| Edenbrook Capital, LLC | History | No change | 100,000 | 10,854 | 3.38% | 2.05% | 210 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Added to | 99,404 | 10,834 | 0.3% | 0.29% | 211 | +3,162 | 3.29% | Q1 2026 | Apr 21, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | Added to | 98,371 | 10,721 | 3.13% | 2.61% | 212 | +17,388 | 21.47% | Q1 2026 | May 01, 2026 |
| EFG International AG | History | Added to | 97,065 | 10,579 | 0.23% | 0.21% | 213 | +533 | 0.55% | Q1 2026 | May 15, 2026 |
| Kelsey Financial, LLC | History | Added to | 96,565 | 10,524 | 9.2% | 8.91% | 214 | +2,434 | 2.59% | Q1 2026 | May 06, 2026 |
| Beta Wealth Group, Inc. | History | Added to | 96,446 | 10,511 | 4.35% | 3.91% | 215 | +8,111 | 9.18% | Q1 2026 | May 07, 2026 |
| Shelter Mutual Insurance Co | History | No change | 95,196 | 10,375 | 2.31% | 2.34% | 216 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 92,000 | 10,027 | 0.02% | — | 217 | +92,000 | New | Q1 2026 | May 14, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 90,829 | 10,005 | 1.55% | 1.55% | 218 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 89,798 | 9,787 | 0.85% | 0.82% | 219 | +9,228 | 11.45% | Q1 2026 | Apr 07, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 89,151 | 9,716 | 4.56% | 4.43% | 220 | -2,247 | -2.46% | Q1 2026 | Apr 27, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 88,546 | 9,650 | 0.63% | 0.63% | 221 | -1,583 | -1.76% | Q1 2026 | Apr 27, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 88,114 | 9,603 | 0.59% | 0.62% | 222 | -5,190 | -5.56% | Q1 2026 | May 13, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 87,138 | 9,507 | 0.66% | 0.75% | 223 | +8,909 | 11.39% | Q1 2026 | May 18, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 86,911 | 9,472 | 1.26% | 1.18% | 224 | +10,796 | 14.18% | Q1 2026 | Apr 13, 2026 |
| Legacy Private Trust Co. | History | Added to | 86,343 | 9,410 | 0.58% | 0.42% | 225 | +20,996 | 32.13% | Q1 2026 | Apr 07, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 85,581 | 9,327 | 0.22% | 0.23% | 226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 85,363 | 9,314 | 0.02% | 0.03% | 227 | -84,684 | -49.8% | Q1 2026 | Apr 08, 2026 |
| BCS Private Wealth Management, Inc. | History | Added to | 85,242 | 9,290 | 2.82% | 2.21% | 228 | +26,462 | 45.02% | Q1 2026 | Apr 21, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 84,869 | 9,249 | 1.77% | 1.75% | 229 | +1,780 | 2.14% | Q1 2026 | May 01, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 84,657 | 9,226 | 0.62% | 0.91% | 230 | -36,101 | -29.9% | Q1 2026 | May 12, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 84,566 | 9,217 | 2.37% | 2.38% | 231 | -8,083 | -8.72% | Q1 2026 | Apr 28, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 83,690 | 9,121 | 0.7% | 0.53% | 232 | +5,000 | 6.35% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Added to | 82,740 | 9,017 | 0.04% | 0.04% | 233 | +4,265 | 5.43% | Q1 2026 | Apr 24, 2026 |
| WBH ADVISORY INC | History | Added to | 82,589 | 8,974 | 0.67% | 0.58% | 234 | +12,032 | 17.05% | Q1 2026 | Apr 27, 2026 |
| Anfield Capital Management, LLC | History | Added to | 81,694 | 8,903 | 2.45% | 2.56% | 235 | +7,956 | 10.79% | Q1 2026 | May 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 80,000 | 8,719 | 0.01% | 0.07% | 236 | -320,000 | -80.0% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 79,960 | 8,714 | 1.11% | 1.08% | 237 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| PINKERTON WEALTH, LLC | History | Added to | 77,999 | 8,594 | 0.78% | 0.73% | 238 | +13,424 | 20.79% | Q1 2026 | Apr 09, 2026 |
| Curran Financial Partners, LLC | History | Added to | 75,937 | 8,276 | 1.48% | 1.33% | 239 | +12,217 | 19.17% | Q1 2026 | Apr 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 75,645 | 8,244 | 0.15% | 0.14% | 240 | +5,578 | 7.96% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 74,680 | 8,229 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 75,236 | 8,199 | 0.1% | 0.1% | 242 | -108 | -0.14% | Q1 2026 | Apr 28, 2026 |
| NVWM, LLC | History | Reduced | 75,098 | 8,184 | 1.82% | 1.84% | 243 | -1,558 | -2.03% | Q1 2026 | Apr 27, 2026 |
| Chesapeake Wealth Management | History | Added to | 74,943 | 8,168 | 2.51% | 2.4% | 244 | +1,831 | 2.5% | Q1 2026 | May 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 73,532 | 8,102 | 0.0% | 0.0% | 245 | +357 | 0.49% | Q1 2026 | May 15, 2026 |
| Connecticut Capital Management Group, LLC | History | Added to | 74,274 | 8,095 | 7.65% | 7.72% | 246 | +1,065 | 1.45% | Q1 2026 | Apr 10, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 73,166 | 7,974 | 7.31% | 7.06% | 247 | +2,087 | 2.94% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 71,757 | 7,821 | 0.02% | 0.01% | 248 | +31,271 | 77.24% | Q1 2026 | Apr 22, 2026 |
| Horizon Investments, LLC | History | Added to | 321,406 | 7,747 | 0.09% | 0.18% | 249 | +189,088 | 142.9% | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | New | 69,928 | 7,694 | 0.3% | — | 250 | +69,928 | New | Q1 2026 | Apr 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 70,432 | 7,676 | 0.09% | 0.1% | 251 | -3,296 | -4.47% | Q1 2026 | Apr 20, 2026 |
| One Capital Management, LLC | History | New | 70,126 | 7,643 | 0.21% | — | 252 | +70,126 | New | Q1 2026 | May 12, 2026 |
| Capula Management Ltd | History | New | 69,044 | 7,525 | 0.05% | — | 253 | +69,044 | New | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 68,663 | 7,483 | 0.11% | 0.11% | 254 | +2,869 | 4.36% | Q1 2026 | May 05, 2026 |
| Income Insurance Ltd | History | No change | 68,570 | 7,473 | 5.08% | 4.9% | 255 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Modus Advisors, LLC | History | Added to | 68,175 | 7,430 | 2.05% | 1.89% | 256 | +3,135 | 4.82% | Q1 2026 | May 04, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 67,372 | 7,342 | 1.2% | 1.19% | 257 | +3,051 | 4.74% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Added to | 67,015 | 7,303 | 0.51% | 0.45% | 258 | +9,759 | 17.04% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Reduced | 66,375 | 7,234 | 0.09% | 0.14% | 259 | -19,491 | -22.7% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 66,300 | 7,226 | 0.01% | 0.18% | 260 | -895,478 | -93.11% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 64,417 | 7,020 | 0.01% | 0.01% | 261 | -2,337 | -3.5% | Q1 2026 | May 13, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 62,780 | 6,842 | 0.28% | 0.27% | 262 | -1,675 | -2.6% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 62,051 | 6,762 | 0.01% | 0.01% | 263 | -5,471 | -8.1% | Q1 2026 | May 15, 2026 |
| David J Yvars Group | History | Added to | 61,780 | 6,733 | 3.76% | 3.5% | 264 | +2,138 | 3.58% | Q1 2026 | Apr 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 60,747 | 6,620 | 0.14% | 0.15% | 265 | -1,026 | -1.66% | Q1 2026 | May 01, 2026 |
| 1607 Capital Partners, LLC | History | No change | 60,310 | 6,573 | 0.47% | 0.45% | 266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 60,083 | 6,548 | 0.02% | 0.02% | 267 | +286 | 0.48% | Q1 2026 | May 08, 2026 |
| Sonoma Allocations LLC | History | Reduced | 58,945 | 6,429 | 2.22% | 2.9% | 268 | -20,469 | -25.78% | Q1 2026 | May 19, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 58,823 | 6,411 | 0.2% | 0.19% | 269 | +2,961 | 5.3% | Q1 2026 | Apr 27, 2026 |
| Balefire, LLC | History | Reduced | 58,083 | 6,330 | 1.19% | 1.26% | 270 | -809 | -1.37% | Q1 2026 | May 07, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 58,063 | 6,328 | 3.95% | 3.28% | 271 | +16,531 | 39.8% | Q1 2026 | Apr 27, 2026 |
| Walleye Capital LLC | History | Reduced | 58,000 | 6,321 | 0.03% | 1.04% | 272 | -3,012,600 | -98.11% | Q1 2026 | May 13, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 57,915 | 6,312 | 4.02% | 3.92% | 273 | +233 | 0.4% | Q1 2026 | Apr 24, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 57,274 | 6,242 | 2.15% | 2.09% | 274 | -1,184 | -2.03% | Q1 2026 | May 15, 2026 |
| Keystone Global Partners, LLC | History | Added to | 57,084 | 6,221 | 2.76% | 2.7% | 275 | +1,295 | 2.32% | Q1 2026 | Apr 24, 2026 |
| Rochester Wealth Strategies, LLC | History | Added to | 56,141 | 6,118 | 3.71% | 3.47% | 276 | +5,935 | 11.82% | Q1 2026 | Apr 27, 2026 |
| WELCH & FORBES LLC | History | Reduced | 55,870 | 6,089 | 0.08% | 0.08% | 277 | -677 | -1.2% | Q1 2026 | May 01, 2026 |
| Townsend Financial Planning, LLC | History | Reduced | 55,631 | 6,063 | 5.87% | 6.2% | 278 | -596 | -1.06% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 55,569 | 6,056 | 0.01% | 0.01% | 279 | -19,807 | -26.28% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 55,547 | 6,054 | 0.02% | 0.02% | 280 | -9,470 | -14.57% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 55,389 | 6,036 | 0.05% | 0.04% | 281 | +6,933 | 14.31% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 54,712 | 5,874 | 0.01% | 0.01% | 282 | -8,446 | -13.37% | Q1 2026 | May 15, 2026 |
| 5th Street Advisors, LLC | History | Reduced | 52,792 | 5,753 | 2.48% | 4.08% | 283 | -26,504 | -33.42% | Q1 2026 | May 04, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 51,815 | 5,709 | 0.28% | 0.27% | 284 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Compound Planning, Inc. | History | Reduced | 52,207 | 5,690 | 0.17% | 0.23% | 286 | -19,138 | -26.82% | Q1 2026 | May 14, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 52,215 | 5,690 | 0.77% | 0.74% | 285 | +3,235 | 6.6% | Q1 2026 | May 04, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 50,945 | 5,552 | 0.07% | 0.06% | 287 | -50 | -0.1% | Q1 2026 | May 13, 2026 |
| TME FINANCIAL, INC. | History | Added to | 49,867 | 5,434 | 3.77% | 3.52% | 288 | +4,370 | 9.61% | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 49,732 | 5,420 | 0.04% | 0.02% | 289 | +35,746 | 255.58% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 49,677 | 5,414 | 0.03% | 0.02% | 290 | +22,453 | 82.48% | Q1 2026 | May 11, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 48,881 | 5,327 | 0.17% | 0.76% | 291 | -197,555 | -80.16% | Q1 2026 | May 18, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 48,248 | 5,258 | 0.45% | 0.21% | 292 | +28,346 | 142.43% | Q1 2026 | May 14, 2026 |
| Midwest Financial Group LLC | History | Reduced | 48,094 | 5,241 | 2.24% | 2.36% | 293 | -320 | -0.66% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Management, Inc. | History | Added to | 47,476 | 5,174 | 0.82% | 0.79% | 294 | +3,262 | 7.38% | Q1 2026 | Apr 16, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 47,380 | 5,163 | 0.76% | 0.96% | 295 | +65 | 0.14% | Q1 2026 | Apr 27, 2026 |
| Pines Wealth Management, LLC | History | Reduced | 47,352 | 5,160 | 1.67% | 1.73% | 296 | -1,214 | -2.5% | Q1 2026 | Apr 08, 2026 |
| XTX Topco Ltd | History | Added to | 47,320 | 5,157 | 0.09% | 0.1% | 297 | +12,181 | 34.67% | Q1 2026 | May 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 46,420 | 5,059 | 1.78% | 1.49% | 298 | +8,446 | 22.24% | Q1 2026 | Apr 08, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 46,407 | 5,057 | 0.06% | 0.06% | 299 | -2,833 | -5.75% | Q1 2026 | May 13, 2026 |
| BURNS J W & CO INC/NY | History | Added to | 46,013 | 5,014 | 0.57% | 0.5% | 300 | +4,872 | 11.84% | Q1 2026 | Apr 17, 2026 |