iSHARES TRUST - MBB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 66,207,297 | 6,286,382 | 0.46% | 0.49% | 1 | -4,842,763 | -6.82% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 37,143,199 | 3,518,203 | 0.23% | 0.21% | 2 | +2,052,840 | 5.85% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 28,904,219 | 2,744,455 | 0.73% | 0.74% | 3 | +2,845,587 | 10.92% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 27,984,290 | 2,657,108 | 0.71% | 0.73% | 4 | +81,121 | 0.29% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 21,837,225 | 2,073,444 | 0.31% | 0.03% | 5 | +19,902,058 | 1028.44% | Q1 2026 | May 05, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 14,072,269 | 1,333,760 | 10.18% | — | 6 | +14,072,269 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 13,191,448 | 1,253,994 | 0.29% | 0.32% | 7 | -1,461,155 | -9.97% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 10,792,188 | 1,024,718 | 0.06% | 0.06% | 8 | +939,826 | 9.54% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 7,479,771 | 710,204 | 2.73% | — | 9 | +7,479,771 | New | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 5,779,539 | 548,767 | 0.74% | 0.5% | 10 | +1,842,155 | 46.79% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,299,327 | 408,221 | 0.08% | 0.03% | 11 | +2,855,984 | 197.87% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 3,707,598 | 352,036 | 0.32% | 0.32% | 12 | +8,277 | 0.22% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,425,563 | 325,257 | 0.12% | 0.1% | 13 | +542,039 | 18.8% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 3,330,589 | 316,239 | 1.28% | 1.28% | 14 | +38,894 | 1.18% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,106,470 | 294,959 | 0.17% | 0.16% | 15 | +106,144 | 3.54% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,711,021 | 257,411 | 0.05% | 0.05% | 16 | -5,644 | -0.21% | Q1 2026 | May 11, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 2,478,109 | 235,296 | 0.79% | 0.76% | 17 | -8,763 | -0.35% | Q1 2026 | May 15, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | Reduced | 2,474,044 | 234,910 | 12.11% | 13.7% | 18 | -290,661 | -10.51% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,314,725 | 219,783 | 0.04% | 0.04% | 19 | +201,354 | 9.53% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 2,222,389 | 211,015 | 0.0% | 0.0% | 20 | -28,218 | -1.25% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,194,447 | 208,334 | 0.19% | 0.2% | 21 | +108,361 | 5.19% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 2,026,264 | 192,393 | 0.2% | 0.21% | 22 | +44,837 | 2.26% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Added to | 2,023,823 | 192,161 | 2.64% | 2.45% | 23 | +227,772 | 12.68% | Q1 2026 | Apr 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,930,735 | 183,323 | 1.01% | 0.67% | 24 | -72,572 | -3.62% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 1,927,060 | 182,974 | 0.48% | 0.49% | 25 | +16,950 | 0.89% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 1,912,803 | 181,620 | 0.04% | 0.1% | 26 | -2,480,627 | -56.46% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 1,912,114 | 181,555 | 2.66% | 1.53% | 27 | +847,510 | 79.61% | Q1 2026 | Apr 09, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 1,778,596 | 168,877 | 1.65% | 1.53% | 28 | +142,822 | 8.73% | Q1 2026 | May 08, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,760,337 | 167,144 | 1.46% | 1.36% | 29 | +303,261 | 20.81% | Q1 2026 | May 14, 2026 |
| Richard Bernstein Advisors LLC | History | Added to | 1,648,703 | 156,546 | 4.54% | 0.0% | 30 | +1,648,693 | 16486930.0% | Q1 2026 | Apr 22, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 1,628,093 | 154,587 | 4.07% | 3.48% | 31 | +253,794 | 18.47% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,596,964 | 151,632 | 0.24% | 0.22% | 32 | +98,161 | 6.55% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,537,894 | 146,023 | 0.05% | 0.04% | 33 | +116,485 | 8.2% | Q1 2026 | May 14, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 1,462,193 | 138,835 | 1.9% | — | 34 | +1,462,193 | New | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,460,265 | 138,652 | 0.34% | 0.29% | 35 | +111,462 | 8.26% | Q1 2026 | Apr 22, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,422,567 | 135,205 | 0.83% | 0.78% | 36 | +66,871 | 4.93% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,412,423 | 134,109 | 0.37% | 0.41% | 37 | -334,150 | -19.13% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,408,747 | 133,760 | 0.02% | 0.02% | 38 | +23,506 | 1.7% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 1,363,626 | 129,476 | 0.96% | 0.97% | 39 | +92,541 | 7.28% | Q1 2026 | Apr 15, 2026 |
| Bridgewater Associates, LP | History | Reduced | 1,360,000 | 129,132 | 0.58% | 0.48% | 40 | -15,400 | -1.12% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 1,330,985 | 126,377 | 0.99% | 1.07% | 41 | +7,354 | 0.56% | Q1 2026 | Apr 07, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 1,154,212 | 109,592 | 0.32% | 0.27% | 42 | +141,056 | 13.92% | Q1 2026 | May 08, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 1,142,458 | 108,282 | 1.88% | 1.96% | 43 | +2,528 | 0.22% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,010,090 | 95,908 | 1.1% | 1.4% | 44 | -294,983 | -22.6% | Q1 2026 | Apr 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 933,883 | 88,672 | 0.03% | 0.41% | 45 | -604,652 | -39.3% | Q1 2026 | May 04, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 886,160 | 84,140 | 1.51% | 1.49% | 46 | +49,374 | 5.9% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 882,651 | 83,807 | 0.03% | 0.03% | 47 | -173,203 | -16.4% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 877,630 | 83,330 | 0.44% | 0.57% | 48 | +26,444 | 3.11% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 826,002 | 78,651 | 0.03% | 0.02% | 49 | +57,787 | 7.52% | Q1 2026 | May 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 804,256 | 76,364 | 2.42% | 2.58% | 50 | +61,069 | 8.22% | Q1 2026 | May 07, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | Added to | 795,251 | 75,509 | 9.72% | 9.03% | 51 | +114,881 | 16.89% | Q1 2026 | Apr 17, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 767,705 | 72,893 | 1.5% | 1.45% | 52 | +21,120 | 2.83% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 735,531 | 69,838 | 0.49% | 0.5% | 53 | +47,357 | 6.88% | Q1 2026 | Apr 14, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 709,796 | 67,395 | 1.56% | 1.36% | 54 | +62,899 | 9.72% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 687,576 | 65,285 | 0.09% | 0.09% | 55 | +11,811 | 1.75% | Q1 2026 | Apr 27, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 685,590 | 65,096 | 0.04% | 0.04% | 56 | +46,937 | 7.35% | Q1 2026 | Apr 30, 2026 |
| Klaas Financial Asset Advisors, LLC | History | Added to | 674,586 | 64,051 | 8.84% | 0.1% | 57 | +667,159 | 8982.89% | Q1 2026 | Apr 16, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 669,011 | 63,522 | 0.07% | 0.07% | 58 | -39,337 | -5.55% | Q1 2026 | May 11, 2026 |
| Lutz Financial Services LLC | History | Added to | 631,850 | 59,994 | 4.03% | 3.87% | 59 | +34,269 | 5.73% | Q1 2026 | May 04, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 622,779 | 59,132 | 3.59% | 5.94% | 60 | -25,388,007 | -97.61% | Q1 2026 | May 12, 2026 |
| Willis Johnson & Associates, Inc. | History | Added to | 613,305 | 58,233 | 3.39% | 3.55% | 61 | +7,873 | 1.3% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 612,593 | 57,609 | 0.08% | 0.04% | 62 | +185,374 | 43.39% | Q1 2026 | May 15, 2026 |
| ROCKLAND TRUST CO | History | Added to | 604,597 | 57,406 | 2.3% | 2.21% | 63 | +14,083 | 2.38% | Q1 2026 | Apr 16, 2026 |
| Dakota Wealth Management | History | Added to | 603,613 | 57,313 | 1.24% | 0.92% | 64 | +57,258 | 10.48% | Q1 2026 | May 07, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 600,000 | 56,970 | 0.3% | 0.28% | 65 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AE Wealth Management LLC | History | Added to | 590,739 | 56,090 | 0.3% | 0.31% | 66 | +18,428 | 3.22% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 561,646 | 53,277 | 0.11% | 0.03% | 67 | +348,197 | 163.13% | Q1 2026 | Apr 08, 2026 |
| Clarity Financial LLC | History | New | 560,574 | 53,226 | 5.79% | — | 68 | +560,574 | New | Q1 2026 | May 01, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 544,803 | 51,729 | 0.89% | 1.38% | 69 | -48,787 | -8.22% | Q1 2026 | May 11, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | No change | 523,700 | 49,725 | 5.1% | 4.84% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 512,270 | 48,694 | 0.07% | 0.07% | 71 | +15,343 | 3.09% | Q1 2026 | May 15, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 503,661 | 47,817 | 6.43% | 6.12% | 72 | -5,139 | -1.01% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 500,518 | 47,524 | 0.59% | 0.56% | 73 | +51,048 | 11.36% | Q1 2026 | May 11, 2026 |
| Korea Investment CORP | History | No change | 500,000 | 47,475 | 0.1% | 0.09% | 74 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Constellation Investments, Inc. | History | No change | 495,924 | 47,087 | 1.56% | 1.46% | 75 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 485,919 | 46,137 | 3.2% | 3.05% | 76 | +19,128 | 4.1% | Q1 2026 | May 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 477,622 | 45,350 | 0.05% | 0.1% | 77 | -455,365 | -48.81% | Q1 2026 | May 14, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 471,752 | 44,792 | 0.91% | 0.76% | 78 | +18,210 | 4.02% | Q1 2026 | May 14, 2026 |
| NorthRock Partners, LLC | History | Added to | 466,390 | 44,283 | 0.71% | 0.73% | 79 | +10,529 | 2.31% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 457,560 | 43,445 | 0.11% | 0.1% | 80 | +49,101 | 12.02% | Q1 2026 | Apr 30, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 450,000 | 42,727 | 0.16% | 0.15% | 81 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ocean Park Asset Management, LLC | History | Added to | 442,207 | 41,987 | 2.43% | 1.9% | 82 | +17,872 | 4.21% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 435,566 | 41,338 | 0.08% | 0.08% | 83 | -13,089 | -2.92% | Q1 2026 | May 01, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 418,226 | 39,710 | 1.57% | 1.46% | 84 | +24,752 | 6.29% | Q1 2026 | Apr 13, 2026 |
| Stockman Wealth Management, Inc. | History | Reduced | 397,518 | 37,744 | 4.17% | 6.1% | 85 | -152,213 | -27.69% | Q1 2026 | Apr 13, 2026 |
| Bangor Savings Bank | History | Added to | 393,454 | 37,358 | 2.99% | 2.9% | 86 | +14,631 | 3.86% | Q1 2026 | Apr 01, 2026 |
| Baird Financial Group, Inc. | History | Added to | 391,343 | 37,157 | 0.06% | 0.05% | 87 | +54,515 | 16.18% | Q1 2026 | May 14, 2026 |
| CONNING INC. | History | No change | 387,672 | 36,809 | 1.22% | 1.24% | 88 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 384,249 | 36,484 | 0.5% | 0.31% | 89 | +161,776 | 72.72% | Q1 2026 | May 12, 2026 |
| Northside Capital Management, LLC | History | Added to | 371,556 | 35,279 | 3.1% | 2.42% | 90 | +79,197 | 27.09% | Q1 2026 | Apr 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 370,956 | 35,222 | 0.52% | 0.41% | 91 | +91,372 | 32.68% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 361,078 | 34,284 | 0.01% | 0.01% | 92 | +23,353 | 6.91% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 356,352 | 33,835 | 0.0% | 0.0% | 93 | +4,722 | 1.34% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 355,220 | 33,728 | 0.05% | 0.04% | 94 | +115,979 | 48.48% | Q1 2026 | May 11, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 351,174 | 33,343 | 3.83% | 3.53% | 95 | +15,940 | 4.75% | Q1 2026 | Apr 24, 2026 |
| Parkside Investments, LLC | History | Added to | 350,288 | 33,259 | 4.04% | 4.13% | 96 | +5,475 | 1.59% | Q1 2026 | Apr 08, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | No change | 349,200 | 33,156 | 3.64% | 2.63% | 97 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 338,060 | 32,095 | 0.25% | 0.22% | 98 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Added to | 333,020 | 31,620 | 1.28% | 1.24% | 99 | +14,535 | 4.56% | Q1 2026 | Apr 27, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 332,934 | 31,612 | 0.49% | 0.49% | 100 | -11,756 | -3.41% | Q1 2026 | Apr 01, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 327,194 | 31,067 | 0.17% | 0.16% | 101 | +12,348 | 3.92% | Q1 2026 | May 05, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 325,036 | 30,862 | 2.49% | 2.47% | 102 | +13,771 | 4.42% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 323,110 | 30,679 | 0.05% | 0.05% | 103 | +6,946 | 2.2% | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 316,041 | 30,008 | 5.89% | 0.03% | 104 | +314,291 | 17959.49% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 315,815 | 29,986 | 0.34% | 0.34% | 105 | +7,387 | 2.4% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 313,324 | 29,750 | 0.04% | 0.06% | 106 | -187,669 | -37.46% | Q1 2026 | May 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 312,138 | 29,637 | 0.35% | 0.3% | 107 | +47,293 | 17.86% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 302,215 | 28,695 | 0.0% | 0.0% | 108 | -31,591 | -9.46% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Added to | 299,894 | 28,474 | 0.01% | 0.0% | 109 | +5,319 | 1.81% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 295,766 | 28,082 | 0.07% | 0.07% | 110 | -8,590 | -2.82% | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Added to | 295,435 | 28,051 | 0.34% | 0.32% | 111 | +1,905 | 0.65% | Q1 2026 | May 06, 2026 |
| Independent Advisor Alliance | History | Added to | 289,131 | 27,453 | 0.29% | 0.08% | 112 | +253,147 | 703.5% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Added to | 288,589 | 27,401 | 0.04% | 0.03% | 113 | +107,677 | 59.52% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 281,068 | 26,687 | 1.01% | 0.92% | 114 | +16,023 | 6.05% | Q1 2026 | May 11, 2026 |
| Meridian Wealth Partners, LLC | History | Added to | 280,334 | 26,617 | 3.65% | 3.52% | 115 | +12,074 | 4.5% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Added to | 277,250 | 26,324 | 0.91% | 0.84% | 116 | +19,215 | 7.45% | Q1 2026 | May 15, 2026 |
| Acorns Advisers, LLC | History | Added to | 276,788 | 26,281 | 0.2% | 0.2% | 117 | +13 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 262,949 | 24,927 | 0.03% | — | 118 | +262,949 | New | Q1 2026 | May 12, 2026 |
| Talon Private Wealth, LLC | History | New | 257,501 | 24,449 | 3.25% | — | 119 | +257,501 | New | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 256,676 | 24,371 | 0.48% | 0.44% | 120 | +4,000 | 1.58% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 253,453 | 24,133 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 249,955 | 23,733 | 3.4% | 3.32% | 122 | +5,610 | 2.3% | Q1 2026 | Apr 27, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 249,332 | 23,674 | 4.29% | 3.67% | 123 | +20,280 | 8.85% | Q1 2026 | Apr 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 241,542 | 22,999 | 0.41% | 0.41% | 124 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 239,721 | 22,761 | 0.02% | 0.02% | 125 | +10,356 | 4.52% | Q1 2026 | May 05, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 236,182 | 22,450 | 3.08% | 3.26% | 126 | +9,212 | 4.06% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 235,771 | 22,386 | 0.44% | 0.3% | 127 | +75,189 | 46.82% | Q1 2026 | Apr 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 233,967 | 22,215 | 1.24% | 1.17% | 128 | +15,542 | 7.12% | Q1 2026 | Apr 23, 2026 |
| Estate Counselors, LLC | History | Added to | 232,819 | 22,106 | 1.97% | 0.93% | 129 | +116,254 | 99.73% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 230,583 | 21,893 | 0.1% | 0.11% | 130 | -6,184 | -2.61% | Q1 2026 | Apr 24, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 229,499 | 21,790 | 4.26% | 3.81% | 131 | +33,879 | 17.32% | Q1 2026 | May 14, 2026 |
| Advocacy Wealth Management, LLC | History | Added to | 228,920 | 21,735 | 0.96% | 0.87% | 132 | +10,749 | 4.93% | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 228,370 | 21,683 | 0.79% | 0.83% | 133 | -5,567 | -2.38% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Added to | 225,629 | 21,423 | 0.03% | 0.02% | 134 | +12,057 | 5.65% | Q1 2026 | May 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 221,906 | 21,069 | 0.86% | 0.86% | 135 | +5,240 | 2.42% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 221,272 | 21,009 | 0.04% | 0.04% | 136 | +25,013 | 12.74% | Q1 2026 | May 14, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 219,863 | 20,876 | 2.85% | 3.02% | 137 | -5,985 | -2.65% | Q1 2026 | Apr 14, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 216,000 | 20,510 | 0.77% | 0.85% | 138 | -35,000 | -13.94% | Q1 2026 | Apr 20, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 214,833 | 20,398 | 1.62% | 1.37% | 139 | +63,834 | 42.27% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 213,099 | 20,233 | 0.0% | 0.0% | 140 | +204,199 | 2294.37% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 210,498 | 19,986 | 0.22% | 0.11% | 141 | +125,696 | 148.22% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 209,835 | 19,923 | 0.0% | 0.0% | 142 | +21,695 | 11.53% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 207,511 | 19,759 | 0.39% | 0.39% | 143 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 207,921 | 19,742 | 0.11% | 0.1% | 144 | +24,561 | 13.39% | Q1 2026 | May 15, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 206,612 | 19,617 | 1.57% | 1.66% | 145 | -16,782 | -7.51% | Q1 2026 | May 14, 2026 |
| TCW GROUP INC | History | Added to | 205,827 | 19,543 | 0.15% | 0.14% | 146 | +3,366 | 1.66% | Q1 2026 | May 14, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 204,235 | 19,392 | 0.64% | 0.57% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sharkey, Howes & Javer | History | Added to | 204,183 | 19,387 | 2.61% | 2.38% | 148 | +7,626 | 3.88% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Added to | 203,790 | 19,349 | 0.11% | 0.11% | 149 | +8,414 | 4.31% | Q1 2026 | May 15, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 195,885 | 18,599 | 1.91% | 1.47% | 150 | +43,313 | 28.39% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 195,078 | 18,522 | 0.26% | 0.28% | 151 | -28,747 | -12.84% | Q1 2026 | Apr 30, 2026 |
| Johns Hopkins University | History | No change | 193,437 | 18,366 | 1.33% | 1.34% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 190,554 | 18,093 | 0.55% | 0.55% | 153 | +14,833 | 8.44% | Q1 2026 | May 05, 2026 |
| RKL Wealth Management LLC | History | Reduced | 190,282 | 18,067 | 1.63% | 1.6% | 154 | -14,992 | -7.3% | Q1 2026 | Apr 24, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 186,205 | 17,791 | 1.23% | 1.3% | 155 | -1,302 | -0.69% | Q1 2026 | Apr 29, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 186,396 | 17,698 | 2.27% | 2.32% | 156 | -1,681 | -0.89% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 185,341 | 17,546 | 0.3% | 0.25% | 157 | +39,034 | 26.68% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 183,317 | 17,405 | 0.19% | 0.19% | 158 | +9,288 | 5.34% | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 178,128 | 16,913 | 0.06% | 0.06% | 159 | -2,588 | -1.43% | Q1 2026 | Apr 24, 2026 |
| ALLSTATE CORP | History | Reduced | 177,775 | 16,879 | 0.18% | 0.4% | 160 | -126,278 | -41.53% | Q1 2026 | May 11, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 176,215 | 16,731 | 0.96% | 0.38% | 161 | +104,475 | 145.63% | Q1 2026 | Apr 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 175,119 | 16,627 | 0.95% | 0.84% | 162 | +26,915 | 18.16% | Q1 2026 | Apr 09, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 171,874 | 16,319 | 0.03% | 0.0% | 163 | +170,403 | 11584.16% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 169,338 | 16,078 | 0.13% | 0.32% | 164 | -115,420 | -40.53% | Q1 2026 | May 15, 2026 |
| Anfield Capital Management, LLC | History | Added to | 166,806 | 15,838 | 4.36% | 2.53% | 165 | +82,545 | 97.96% | Q1 2026 | May 12, 2026 |
| BlueSky Wealth Advisors, LLC | History | New | 165,545 | 15,718 | 2.02% | — | 166 | +165,545 | New | Q1 2026 | Apr 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 164,835 | 15,651 | 0.01% | 0.01% | 167 | -2,337 | -1.4% | Q1 2026 | May 13, 2026 |
| Smith Salley Wealth Management | History | Added to | 164,662 | 15,634 | 0.79% | 0.73% | 168 | +9,930 | 6.42% | Q1 2026 | Apr 16, 2026 |
| ASSETMARK, INC | History | Reduced | 162,082 | 15,389 | 0.03% | 0.03% | 169 | -1,777 | -1.08% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 161,108 | 15,218 | 0.19% | 0.19% | 170 | +8,512 | 5.58% | Q1 2026 | May 06, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 160,004 | 15,192 | 1.13% | 1.16% | 171 | -3,531 | -2.16% | Q1 2026 | Apr 16, 2026 |
| Austin Private Wealth, LLC | History | No change | 157,865 | 15,031 | 1.12% | 1.12% | 172 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 156,532 | 14,862 | 0.34% | 0.27% | 173 | +41,030 | 35.52% | Q1 2026 | May 04, 2026 |
| Trek Financial, LLC | History | Added to | 150,076 | 14,249 | 0.76% | 0.74% | 174 | +15,436 | 11.46% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 149,992 | 14,238 | 0.07% | 0.08% | 175 | -18,643 | -11.06% | Q1 2026 | May 15, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 149,301 | 14,176 | 0.16% | 0.17% | 176 | -12,572 | -7.77% | Q1 2026 | May 13, 2026 |
| High Falls Advisors, Inc | History | No change | 148,287 | 14,119 | 2.86% | 2.86% | 177 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 147,860 | 14,039 | 0.71% | 0.71% | 178 | +2,553 | 1.76% | Q1 2026 | May 04, 2026 |
| METEORA CAPITAL, LLC | History | No change | 146,600 | 13,919 | 1.03% | 1.17% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 145,744 | 13,838 | 0.38% | 0.33% | 180 | +20,275 | 16.16% | Q1 2026 | Apr 23, 2026 |
| Compass Wealth Management, LLC/GA | History | Added to | 144,011 | 13,673 | 5.84% | 5.49% | 181 | +3,994 | 2.85% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 143,460 | 13,621 | 1.68% | 1.04% | 182 | +58,583 | 69.02% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 142,145 | 13,496 | 0.0% | 0.0% | 183 | +121,945 | 603.69% | Q1 2026 | May 15, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 141,939 | 13,477 | 2.64% | 2.47% | 184 | +5,615 | 4.12% | Q1 2026 | Apr 15, 2026 |
| Stone House Investment Management, LLC | History | Added to | 140,897 | 13,378 | 2.4% | 2.0% | 185 | +5,560 | 4.11% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Management, Inc. | History | Added to | 138,932 | 13,191 | 2.1% | 2.01% | 186 | +9,537 | 7.37% | Q1 2026 | Apr 16, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 137,156 | 12,976 | 0.84% | 0.83% | 187 | +6,808 | 5.22% | Q1 2026 | May 12, 2026 |
| NewSquare Capital LLC | History | Added to | 135,925 | 12,906 | 1.12% | 1.14% | 188 | +302 | 0.22% | Q1 2026 | May 08, 2026 |
| iA Global Asset Management Inc. | History | New | 135,000 | 12,818 | 0.18% | — | 189 | +135,000 | New | Q1 2026 | Apr 23, 2026 |
| Spectrum Investment Advisors, Inc. | History | Added to | 134,513 | 12,772 | 6.35% | 6.06% | 190 | +7,485 | 5.89% | Q1 2026 | Apr 14, 2026 |
| Boltwood Capital Management | History | Added to | 134,437 | 12,764 | 3.26% | 3.24% | 191 | +3,760 | 2.88% | Q1 2026 | Apr 07, 2026 |
| Equitable Holdings, Inc. | History | Added to | 130,819 | 12,456 | 0.08% | 0.08% | 192 | +13,756 | 11.75% | Q1 2026 | May 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 128,832 | 12,232 | 0.06% | 0.03% | 193 | +63,698 | 97.8% | Q1 2026 | Apr 29, 2026 |
| Rothschild Wealth LLC | History | Added to | 128,119 | 12,164 | 1.1% | 1.08% | 194 | +10,336 | 8.78% | Q1 2026 | May 06, 2026 |
| Security Financial Services, INC. | History | No change | 126,214 | 12,018 | 1.89% | 1.89% | 195 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Tandem Wealth Advisors LLC | History | Reduced | 126,557 | 12,016 | 5.36% | 7.03% | 196 | -49,501 | -28.12% | Q1 2026 | May 06, 2026 |
| One Wealth Advisors, LLC | History | Added to | 126,153 | 11,978 | 1.49% | 1.43% | 197 | +3,448 | 2.81% | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | Added to | 122,724 | 11,652 | 0.25% | 0.21% | 198 | +15,066 | 13.99% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 122,136 | 11,629 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HRT FINANCIAL LP | History | New | 122,235 | 11,606 | 0.03% | — | 200 | +122,235 | New | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 120,369 | 11,508 | 0.01% | 0.01% | 201 | +3,466 | 2.96% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 121,088 | 11,497 | 0.02% | 0.02% | 202 | +2,377 | 2.0% | Q1 2026 | May 15, 2026 |
| Westover Capital Advisors, LLC | History | Added to | 119,668 | 11,362 | 2.09% | 2.06% | 203 | +817 | 0.69% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 118,052 | 11,209 | 0.2% | 0.2% | 204 | -2,030 | -1.69% | Q1 2026 | Apr 10, 2026 |
| FDx Advisors, Inc. | History | Added to | 117,929 | 11,197 | 3.57% | 5.56% | 205 | +3,447 | 3.01% | Q1 2026 | May 01, 2026 |
| Kelly Financial Services LLC | History | Added to | 118,179 | 11,192 | 2.7% | 2.64% | 206 | +7,725 | 6.99% | Q1 2026 | Apr 13, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | Reduced | 115,779 | 10,993 | 4.26% | 4.42% | 207 | -2,710 | -2.29% | Q1 2026 | Apr 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 114,489 | 10,870 | 0.33% | 0.4% | 208 | +1,626 | 1.44% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | New | 113,393 | 10,824 | 1.47% | — | 209 | +113,393 | New | Q1 2026 | May 11, 2026 |
| Shelter Mutual Insurance Co | History | Added to | 113,212 | 10,749 | 2.39% | 2.33% | 210 | +3,642 | 3.32% | Q1 2026 | Apr 29, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Reduced | 113,194 | 10,747 | 3.6% | 3.72% | 211 | -4,550 | -3.86% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 113,332 | 10,729 | 0.1% | 0.12% | 212 | -5,517 | -4.64% | Q1 2026 | Apr 07, 2026 |
| JT Stratford LLC | History | Added to | 112,190 | 10,652 | 1.36% | 1.3% | 213 | +5,860 | 5.51% | Q1 2026 | May 15, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 111,949 | 10,629 | 3.73% | 3.57% | 214 | +1,375 | 1.24% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 110,922 | 10,532 | 0.17% | 0.17% | 215 | -1,961 | -1.74% | Q1 2026 | Apr 27, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 110,730 | 10,513 | 0.95% | 1.05% | 216 | -75,523 | -40.55% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 109,405 | 10,387 | 0.09% | 0.11% | 217 | -48,722 | -30.81% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 107,925 | 10,247 | 0.01% | 0.01% | 218 | -9,693 | -8.24% | Q1 2026 | May 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 106,025 | 10,067 | 0.32% | 0.03% | 219 | +88,149 | 493.11% | Q1 2026 | Apr 29, 2026 |
| Pictet Asset Management Holding SA | History | No change | 106,000 | 10,064 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 105,763 | 10,042 | 0.04% | 0.06% | 221 | -52,410 | -33.13% | Q1 2026 | Apr 30, 2026 |
| TSA Wealth Managment LLC | History | Added to | 103,238 | 9,802 | 3.17% | 3.06% | 222 | +6,305 | 6.5% | Q1 2026 | May 01, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 102,180 | 9,702 | 0.5% | 0.52% | 223 | -1,192 | -1.15% | Q1 2026 | Apr 21, 2026 |
| CIM, LLC | History | Reduced | 100,687 | 9,560 | 1.38% | 1.26% | 224 | -102 | -0.1% | Q1 2026 | May 18, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 100,537 | 9,546 | 0.22% | 0.18% | 225 | +60,794 | 152.97% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 98,798 | 9,380 | 0.26% | 0.13% | 226 | +53,370 | 117.48% | Q1 2026 | May 13, 2026 |
| Cascade Financial Partners, LLC | History | New | 97,714 | 9,277 | 0.96% | — | 227 | +97,714 | New | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 97,805 | 9,264 | 0.33% | 0.34% | 228 | +3,709 | 3.94% | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 96,332 | 9,146 | 0.36% | 0.26% | 229 | +71,350 | 285.61% | Q1 2026 | May 15, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 92,201 | 8,754 | 6.09% | 5.63% | 230 | +28,440 | 44.6% | Q1 2026 | Apr 22, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 91,454 | 8,683 | 0.87% | 0.8% | 231 | +6,506 | 7.66% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 89,647 | 8,511 | 0.01% | 0.01% | 232 | +2,589 | 2.97% | Q1 2026 | May 07, 2026 |
| Scarborough Advisors, LLC | History | New | 89,008 | 8,451 | 0.93% | — | 233 | +89,008 | New | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 88,518 | 8,404 | 0.13% | 0.16% | 234 | +7,594 | 9.38% | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 83,909 | 7,967 | 0.39% | 0.42% | 235 | -6,466 | -7.15% | Q1 2026 | May 04, 2026 |
| SIMA Wealth Partners, LLC | History | New | 83,770 | 7,954 | 6.06% | — | 236 | +83,770 | New | Q1 2026 | May 15, 2026 |
| Snider Financial Group | History | Added to | 83,684 | 7,945 | 2.4% | 1.98% | 237 | +5,571 | 7.13% | Q1 2026 | Apr 15, 2026 |
| Blankinship & Foster, LLC | History | Added to | 82,527 | 7,835 | 1.73% | 1.68% | 238 | +825 | 1.01% | Q1 2026 | Apr 17, 2026 |
| PAX Financial Group, LLC | History | Added to | 82,444 | 7,828 | 1.34% | 1.32% | 239 | +2,295 | 2.86% | Q1 2026 | Apr 27, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 81,447 | 7,733 | 0.82% | 0.84% | 240 | -516 | -0.63% | Q1 2026 | May 06, 2026 |
| West Family Investments, Inc. | History | No change | 80,697 | 7,696 | 2.7% | 1.81% | 241 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 80,960 | 7,687 | 0.08% | 0.06% | 242 | +21,150 | 35.36% | Q1 2026 | Apr 20, 2026 |
| Darwin Wealth Management, LLC | History | New | 80,927 | 7,684 | 2.39% | — | 243 | +80,927 | New | Q1 2026 | May 01, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 79,110 | 7,511 | 0.51% | 0.48% | 244 | +5,509 | 7.48% | Q1 2026 | May 12, 2026 |
| Invst, LLC | History | Reduced | 78,244 | 7,429 | 0.84% | 0.87% | 245 | -6,019 | -7.14% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 77,886 | 7,395 | 0.43% | 0.44% | 246 | +1,044 | 1.36% | Q1 2026 | May 14, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 75,512 | 7,169 | 0.18% | 0.18% | 247 | +840 | 1.12% | Q1 2026 | May 13, 2026 |
| Elevated Financial Group LLC | History | Added to | 75,386 | 7,157 | 2.33% | 2.26% | 248 | +6,715 | 9.78% | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 75,073 | 7,128 | 0.18% | 0.18% | 249 | -566 | -0.75% | Q1 2026 | Apr 29, 2026 |
| Keebeck Wealth Management | History | Added to | 73,320 | 6,961 | 0.78% | 0.18% | 250 | +56,679 | 340.6% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 73,183 | 6,948 | 0.04% | 0.05% | 251 | -20,735 | -22.08% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 73,404 | 6,944 | 0.12% | 0.18% | 252 | +32,890 | 81.18% | Q1 2026 | May 01, 2026 |
| QUATTRO FINANCIAL ADVISORS LLC | History | Added to | 71,594 | 6,797 | 2.05% | 1.99% | 253 | +1,691 | 2.42% | Q1 2026 | Apr 22, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 71,414 | 6,780 | 0.78% | 0.69% | 254 | +9,473 | 15.29% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 70,720 | 6,714 | 0.16% | 0.16% | 255 | +3,171 | 4.69% | Q1 2026 | May 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 70,446 | 6,688 | 1.73% | 1.71% | 256 | +1,605 | 2.33% | Q1 2026 | Apr 14, 2026 |
| Keystone Financial Services | History | Added to | 69,202 | 6,570 | 1.93% | 1.85% | 257 | +4,674 | 7.24% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | Added to | 68,162 | 6,472 | 0.17% | 0.17% | 258 | +7,403 | 12.18% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | Added to | 68,112 | 6,467 | 1.22% | 1.17% | 259 | +3,141 | 4.83% | Q1 2026 | Apr 13, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 68,009 | 6,457 | 2.63% | 2.75% | 260 | -2,822 | -3.98% | Q1 2026 | May 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 67,527 | 6,429 | 0.31% | 0.3% | 261 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 67,436 | 6,403 | 0.08% | 0.1% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 66,871 | 6,349 | 0.47% | 0.44% | 263 | +3,838 | 6.09% | Q1 2026 | May 14, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 66,739 | 6,336 | 0.77% | 0.75% | 264 | -2,965 | -4.25% | Q1 2026 | May 14, 2026 |
| Alternative Investment Advisors, LLC. | History | Reduced | 66,069 | 6,273 | 2.74% | 2.89% | 265 | -4,397 | -6.24% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 65,238 | 6,183 | 0.49% | 0.36% | 266 | +21,046 | 47.62% | Q1 2026 | May 01, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 65,037 | 6,175 | 0.61% | 0.57% | 267 | +4,015 | 6.58% | Q1 2026 | May 14, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 64,457 | 6,120 | 1.57% | 1.44% | 268 | -607 | -0.93% | Q1 2026 | Apr 28, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 64,011 | 6,077 | 1.25% | 1.01% | 269 | +11,236 | 21.29% | Q1 2026 | May 11, 2026 |
| Legacy Financial Group LLC | History | Added to | 63,898 | 6,067 | 0.76% | 0.72% | 270 | +2,962 | 4.86% | Q1 2026 | May 04, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 63,835 | 6,061 | 2.73% | 2.61% | 271 | +2,751 | 4.5% | Q1 2026 | Apr 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 63,705 | 6,048 | 0.07% | 0.07% | 272 | -66 | -0.1% | Q1 2026 | May 08, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 63,390 | 6,018 | 0.41% | 0.42% | 273 | +8,555 | 15.6% | Q1 2026 | Apr 17, 2026 |
| Belpointe Asset Management LLC | History | Added to | 62,562 | 5,940 | 0.22% | 0.2% | 274 | +3,154 | 5.31% | Q1 2026 | Apr 28, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 62,261 | 5,911 | 0.17% | 0.17% | 275 | +2,585 | 4.33% | Q1 2026 | Apr 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 61,879 | 5,875 | 0.0% | 0.0% | 276 | +16,979 | 37.82% | Q1 2026 | May 15, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 61,601 | 5,849 | 2.42% | 2.35% | 277 | +1,582 | 2.64% | Q1 2026 | Apr 08, 2026 |
| Betterment LLC | History | Added to | 61,327 | 5,823 | 0.01% | 0.01% | 278 | +4,245 | 7.44% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 61,318 | 5,822 | 0.01% | 0.01% | 279 | -5,020 | -7.57% | Q1 2026 | May 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 60,582 | 5,752 | 0.13% | 0.13% | 280 | +1,568 | 2.66% | Q1 2026 | May 15, 2026 |
| True Vision MN LLC | History | Added to | 60,402 | 5,735 | 2.96% | 2.5% | 281 | +8,735 | 16.91% | Q1 2026 | Apr 16, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 59,368 | 5,636 | 1.98% | 1.31% | 282 | +20,837 | 54.08% | Q1 2026 | Apr 08, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 59,167 | 5,617 | 3.75% | 3.67% | 283 | +2,967 | 5.28% | Q1 2026 | May 04, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Reduced | 58,739 | 5,577 | 1.19% | 3.17% | 284 | -95,405 | -61.89% | Q1 2026 | Apr 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 58,020 | 5,509 | 0.69% | 0.65% | 285 | +4,899 | 9.22% | Q1 2026 | May 12, 2026 |
| WBH ADVISORY INC | History | Reduced | 57,475 | 5,441 | 0.41% | 0.5% | 286 | -13,304 | -18.8% | Q1 2026 | Apr 27, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 57,168 | 5,428 | 1.04% | 1.02% | 287 | +976 | 1.74% | Q1 2026 | May 01, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Added to | 57,099 | 5,421 | 0.31% | 0.24% | 288 | +13,370 | 30.57% | Q1 2026 | May 11, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 56,843 | 5,397 | 0.76% | 0.69% | 289 | +4,629 | 8.87% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 55,623 | 5,281 | 0.07% | 0.06% | 290 | +12,000 | 27.51% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Added to | 55,573 | 5,276 | 0.43% | 0.48% | 291 | +1,333 | 2.46% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 55,051 | 5,227 | 0.63% | 0.59% | 292 | +3,537 | 6.87% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 54,658 | 5,157 | 0.0% | 0.0% | 293 | +9,345 | 20.62% | Q1 2026 | May 15, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Added to | 53,678 | 5,096 | 3.92% | 3.82% | 294 | +2,803 | 5.51% | Q1 2026 | Apr 28, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 53,297 | 5,060 | 0.11% | 0.05% | 295 | +28,034 | 110.97% | Q1 2026 | May 13, 2026 |
| Advisors Preferred, LLC | History | Added to | 53,155 | 5,047 | 0.74% | 0.65% | 296 | +10,931 | 25.89% | Q1 2026 | May 05, 2026 |
| Essential Planning, LLC. | History | Reduced | 51,590 | 4,898 | 1.56% | 1.62% | 297 | -1,841 | -3.45% | Q1 2026 | Apr 22, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Added to | 50,940 | 4,836 | 1.47% | 1.4% | 298 | +4,017 | 8.56% | Q1 2026 | Apr 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 50,228 | 4,769 | 0.27% | 0.28% | 299 | +25,931 | 106.73% | Q1 2026 | Apr 22, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 49,717 | 4,720 | 0.13% | 0.13% | 300 | +1,921 | 4.02% | Q1 2026 | May 12, 2026 |