iSHARES TRUST - MCHI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,854,876 | 216,566 | 0.0% | 0.0% | 1 | +2,869,129 | 291.06% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 3,795,705 | 213,242 | 0.01% | 0.01% | 2 | +428,746 | 12.73% | Q1 2026 | May 15, 2026 |
| Phoenix Financial Ltd. | History | Added to | 2,818,800 | 158,360 | 1.5% | 0.86% | 3 | +1,496,000 | 113.09% | Q1 2026 | May 11, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 2,255,656 | 126,722 | 0.38% | 0.38% | 4 | -14,200 | -0.63% | Q1 2026 | May 05, 2026 |
| Korea Investment CORP | History | Added to | 1,330,748 | 74,761 | 0.15% | 0.06% | 5 | +810,543 | 155.81% | Q1 2026 | May 12, 2026 |
| Alberta Investment Management Corp | History | No change | 1,239,380 | 69,628 | 0.42% | 0.44% | 6 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 1,175,148 | 66,019 | 0.72% | 0.59% | 7 | +328,915 | 38.87% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,052,131 | 59,108 | 0.01% | 0.01% | 8 | -468,515 | -30.81% | Q1 2026 | May 15, 2026 |
| SPX Gestao de Recursos Ltda | History | New | 972,000 | 54,606 | 4.53% | — | 9 | +972,000 | New | Q1 2026 | May 06, 2026 |
| Jordan Park Group LLC | History | Added to | 2,970,936 | 52,136 | 2.78% | 2.51% | 10 | +2,248,730 | 311.37% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 886,166 | 49,784 | 0.01% | 0.01% | 11 | -27,349 | -2.99% | Q1 2026 | May 05, 2026 |
| Nipun Capital, L.P. | History | Added to | 837,800 | 47,067 | 23.29% | 22.96% | 12 | +200 | 0.02% | Q1 2026 | Apr 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 780,513 | 43,849 | 0.0% | 0.01% | 13 | -684,205 | -46.71% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 720,209 | 39,575 | 0.0% | 0.0% | 14 | +195,559 | 37.27% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 648,602 | 36,438 | 0.03% | 0.05% | 15 | -434,813 | -40.13% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 621,410 | 34,910 | 0.0% | 0.0% | 16 | +380,078 | 157.49% | Q1 2026 | May 15, 2026 |
| Saudi Central Bank | History | No change | 600,000 | 33,708 | 0.71% | 1.35% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 578,997 | 32,528 | 0.01% | 0.02% | 18 | -839,249 | -59.18% | Q1 2026 | May 06, 2026 |
| Amundi | History | Added to | 572,401 | 32,157 | 0.01% | 0.01% | 19 | +66,701 | 13.19% | Q1 2026 | May 15, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 560,714 | 31,500 | 2.06% | 2.2% | 20 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 490,029 | 27,530 | 0.83% | 0.85% | 21 | +5,250 | 1.08% | Q1 2026 | Apr 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 366,891 | 26,221 | 0.01% | 0.0% | 22 | +70,926 | 23.96% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Reduced | 463,032 | 26,013 | 0.02% | 0.05% | 23 | -655,784 | -58.61% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 451,717 | 25,377 | 0.0% | 0.0% | 24 | +2,200 | 0.49% | Q1 2026 | May 14, 2026 |
| USS Investment Management Ltd | History | New | 436,824 | 24,547 | 0.1% | — | 25 | +436,824 | New | Q1 2026 | Apr 24, 2026 |
| SYON CAPITAL LLC | History | Added to | 431,051 | 24,216 | 1.22% | 1.23% | 26 | +19,858 | 4.83% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 416,296 | 23,387 | 0.07% | 0.03% | 27 | +271,209 | 186.93% | Q1 2026 | May 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 405,567 | 22,656 | 0.16% | 0.18% | 28 | -13,704 | -3.27% | Q1 2026 | May 14, 2026 |
| Woodline Partners LP | History | Added to | 398,586 | 22,392 | 0.08% | 0.0% | 29 | +382,774 | 2420.78% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 339,573 | 19,077 | 0.0% | 0.0% | 30 | +299,388 | 745.02% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 307,688 | 17,285 | 0.0% | 0.0% | 31 | -134,152 | -30.36% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 285,595 | 17,155 | 0.07% | 0.07% | 32 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 256,115 | 14,388 | 1.15% | 1.19% | 33 | +1,882 | 0.74% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 254,836 | 14,316 | 0.05% | 0.05% | 34 | +24,238 | 10.51% | Q1 2026 | May 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 251,794 | 14,145 | 0.17% | 0.19% | 35 | -31,726 | -11.19% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 230,690 | 12,960 | 0.02% | 0.0% | 36 | +230,665 | 922660.0% | Q1 2026 | May 01, 2026 |
| Erste Asset Management GmbH | History | No change | 201,539 | 11,335 | 0.11% | 0.1% | 37 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 191,409 | 10,756 | 0.12% | 0.12% | 38 | +3,328 | 1.77% | Q1 2026 | May 15, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 189,144 | 10,626 | 2.1% | 2.23% | 39 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HITE Hedge Asset Management LLC | History | New | 181,454 | 10,194 | 0.58% | — | 40 | +181,454 | New | Q1 2026 | May 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 180,080 | 10,118 | 0.27% | 0.29% | 41 | -4,369 | -2.37% | Q1 2026 | Apr 28, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 179,566 | 10,088 | 0.11% | 0.12% | 42 | -3,114 | -1.7% | Q1 2026 | May 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 174,875 | 9,824 | 0.0% | 0.0% | 43 | -6,011 | -3.32% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 173,106 | 9,725 | 0.45% | 0.54% | 44 | -5,983 | -3.34% | Q1 2026 | Apr 06, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 172,159 | 9,671 | 1.23% | 0.67% | 45 | +81,017 | 88.89% | Q1 2026 | Apr 13, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 171,400 | 9,629 | 0.97% | 0.97% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 170,929 | 9,602 | 0.0% | 0.0% | 47 | -144,126 | -45.75% | Q1 2026 | May 15, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 168,407 | 9,461 | 0.36% | 0.38% | 48 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wharton Business Group, LLC | History | Reduced | 166,865 | 9,374 | 0.35% | 0.38% | 49 | -30 | -0.02% | Q1 2026 | May 07, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 153,705 | 8,635 | 0.07% | 0.07% | 50 | +12,513 | 8.86% | Q1 2026 | May 07, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 151,379 | 8,504 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 147,226 | 8,271 | 0.01% | 0.01% | 52 | -46,823 | -24.13% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 134,955 | 7,581 | 0.03% | 0.06% | 53 | -200,497 | -59.77% | Q1 2026 | May 14, 2026 |
| Banco Santander, S.A. | History | Added to | 133,787 | 7,516 | 0.06% | 0.05% | 54 | +26,637 | 24.86% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 130,406 | 7,326 | 0.0% | 0.01% | 55 | -282,243 | -68.4% | Q1 2026 | May 15, 2026 |
| Nan Shan Life Insurance Co., Ltd. | History | New | 126,555 | 7,109 | 0.26% | — | 56 | +126,555 | New | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 122,583 | 6,886 | 0.15% | 0.16% | 57 | +5,115 | 4.35% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 118,737 | 6,670 | 0.0% | 0.0% | 58 | -24,848 | -17.31% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 111,100 | 6,241 | 0.0% | 0.0% | 59 | -50,000 | -31.04% | Q1 2026 | May 12, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 106,073 | 5,959 | 0.02% | 0.04% | 60 | -68,575 | -39.26% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 103,280 | 5,802 | 0.0% | 0.0% | 61 | +22,275 | 27.5% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 101,911 | 5,725 | 0.01% | — | 62 | +101,911 | New | Q1 2026 | May 15, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | No change | 99,781 | 5,605 | 0.67% | 0.7% | 63 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | Added to | 97,184 | 5,459 | 0.01% | 0.01% | 64 | +5,102 | 5.54% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 97,103 | 5,455 | 0.01% | 0.0% | 65 | +81,512 | 522.81% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | No change | 97,000 | 5,449 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 96,813 | 5,438 | 0.04% | — | 67 | +96,813 | New | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 95,085 | 5,341 | 0.0% | 0.0% | 68 | +12,144 | 14.64% | Q1 2026 | May 14, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 93,922 | 5,276 | 3.12% | 3.25% | 69 | +5,262 | 5.94% | Q1 2026 | Apr 16, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 89,708 | 5,039 | 0.0% | 0.0% | 70 | +73,621 | 457.64% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 76,211 | 4,281 | 0.0% | 0.0% | 71 | +8,993 | 13.38% | Q1 2026 | May 14, 2026 |
| Demars Financial Group, LLC | History | Reduced | 75,863 | 4,261 | 1.4% | 1.65% | 72 | -6,191 | -7.55% | Q1 2026 | Apr 29, 2026 |
| Tidal Investments LLC | History | Added to | 66,489 | 3,735 | 0.01% | 0.01% | 73 | +21,049 | 46.32% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 63,813 | 3,587 | 0.01% | 0.0% | 74 | +25,440 | 66.3% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 61,805 | 3,472 | 0.0% | 0.0% | 75 | -66,941 | -51.99% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 61,186 | 3,437 | 0.01% | 0.01% | 76 | +2,909 | 4.99% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 60,989 | 3,426 | 0.02% | 0.0% | 77 | +56,278 | 1194.61% | Q1 2026 | May 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 59,166 | 3,323 | 0.38% | 0.37% | 78 | +4,934 | 9.1% | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 59,086 | 3,319 | 0.1% | 0.05% | 79 | +35,830 | 154.07% | Q1 2026 | May 15, 2026 |
| JUNCTURE WEALTH STRATEGIES, LLC | History | Added to | 57,463 | 3,228 | 1.08% | 0.89% | 80 | +12,361 | 27.41% | Q1 2026 | Apr 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 55,678 | 3,128 | 0.0% | 0.0% | 81 | +1,356 | 2.5% | Q1 2026 | May 12, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | Added to | 54,186 | 3,044 | 0.43% | 0.44% | 82 | +1,932 | 3.7% | Q1 2026 | May 15, 2026 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | History | New | 53,959 | 3,031 | 5.63% | — | 83 | +53,959 | New | Q1 2026 | May 04, 2026 |
| DV EQUITIES, LLC | History | No change | 50,045 | 3,006 | 0.54% | 0.54% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 50,893 | 2,859 | 0.0% | 0.0% | 85 | -1,541 | -2.94% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 50,200 | 2,820 | 0.0% | 0.02% | 86 | -157,300 | -75.81% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | No change | 48,546 | 2,727 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 48,485 | 2,723 | 0.0% | 0.0% | 88 | +11,092 | 29.66% | Q1 2026 | May 13, 2026 |
| Moneda S.A. Administradora General de Fondos | History | Added to | 47,965 | 2,694 | 2.2% | 2.34% | 89 | +4,483 | 10.31% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 45,426 | 2,552 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | No change | 40,000 | 2,247 | 0.11% | 0.11% | 91 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Avestar Capital, LLC | History | Added to | 37,987 | 2,134 | 0.14% | 0.1% | 92 | +13,538 | 55.37% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 35,055 | 2,105 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 37,399 | 2,101 | 0.18% | 0.96% | 94 | -153,433 | -80.4% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 36,376 | 2,043 | 0.01% | 0.01% | 95 | +5,189 | 16.64% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | New | 35,544 | 1,996 | 0.0% | — | 97 | +35,544 | New | Q1 2026 | May 05, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 35,710 | 1,996 | 0.01% | 0.01% | 96 | +160 | 0.45% | Q1 2026 | May 12, 2026 |
| Vanguard National Trust Co | History | New | 35,055 | 1,969 | 0.12% | — | 98 | +35,055 | New | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 34,787 | 1,953 | 0.0% | 0.0% | 99 | -37,446 | -51.84% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | New | 34,339 | 1,929 | 0.04% | — | 100 | +34,339 | New | Q1 2026 | May 04, 2026 |
| FARLEY CAPITAL L.P. | History | No change | 34,220 | 1,922 | 1.56% | 1.53% | 101 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 34,200 | 1,921 | 0.02% | 0.03% | 102 | -41,300 | -54.7% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 33,269 | 1,869 | 0.0% | 0.01% | 103 | -27,521 | -45.27% | Q1 2026 | May 05, 2026 |
| Legal & General Group Plc | History | Added to | 32,400 | 1,777 | 0.0% | 0.0% | 104 | +30,500 | 1605.26% | Q1 2026 | May 08, 2026 |
| Richard W. Paul & Associates, LLC | History | Added to | 31,456 | 1,767 | 0.59% | 0.62% | 105 | +548 | 1.77% | Q1 2026 | May 13, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 31,339 | 1,760 | 0.67% | 0.73% | 106 | -315 | -1.0% | Q1 2026 | May 05, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 30,330 | 1,703 | 0.0% | 0.0% | 107 | -11,505 | -27.5% | Q1 2026 | May 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 29,811 | 1,674 | 0.46% | 0.72% | 108 | -15,590 | -34.34% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 27,720 | 1,557 | 0.0% | 0.0% | 109 | +23,025 | 490.42% | Q1 2026 | May 07, 2026 |
| Hyposwiss Advisors SA | History | Added to | 27,710 | 1,557 | 1.54% | 1.59% | 110 | +685 | 2.53% | Q1 2026 | Apr 30, 2026 |
| Empowered Funds, LLC | History | New | 26,162 | 1,469 | 0.01% | — | 111 | +26,162 | New | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 26,051 | 1,463 | 0.01% | 0.01% | 112 | -2,130 | -7.56% | Q1 2026 | Apr 24, 2026 |
| Optiver Holding B.V. | History | Added to | 25,740 | 1,446 | 0.0% | 0.0% | 113 | +25,640 | 25640.0% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 25,150 | 1,412 | 0.04% | 0.06% | 114 | +3,696 | 17.23% | Q1 2026 | Apr 29, 2026 |
| Y.D. More Investments Ltd | History | No change | 25,000 | 1,404 | 0.05% | 0.07% | 115 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 24,748 | 1,390 | 0.44% | 0.46% | 116 | +54 | 0.22% | Q1 2026 | Apr 06, 2026 |
| Caprock Group, LLC | History | Reduced | 24,481 | 1,375 | 0.03% | 0.03% | 117 | -3,060 | -11.11% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 24,302 | 1,365 | 0.0% | — | 118 | +24,302 | New | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 24,200 | 1,359 | 0.0% | 0.01% | 119 | -67,100 | -73.49% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,075 | 1,352 | 0.0% | 0.0% | 120 | +13,583 | 129.46% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 23,441 | 1,316 | 0.15% | 0.18% | 121 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BigSur Wealth Management LLC | History | No change | 22,820 | 1,282 | 0.36% | 0.33% | 122 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 22,702 | 1,275 | 0.0% | 0.05% | 123 | -279,088 | -92.48% | Q1 2026 | May 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 22,100 | 1,241 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 21,643 | 1,215 | 0.0% | 0.0% | 125 | -944 | -4.18% | Q1 2026 | May 14, 2026 |
| Boltwood Capital Management | History | Added to | 21,015 | 1,180 | 0.3% | 0.27% | 126 | +3,540 | 20.26% | Q1 2026 | Apr 07, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 20,859 | 1,172 | 0.0% | 0.0% | 127 | +9,008 | 76.01% | Q1 2026 | May 14, 2026 |
| Trek Financial, LLC | History | Added to | 20,734 | 1,164 | 0.06% | 0.07% | 128 | +994 | 5.04% | Q1 2026 | May 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 20,162 | 1,153 | 0.26% | 0.08% | 129 | +14,689 | 268.39% | Q1 2026 | May 08, 2026 |
| INTERCAPITAL, LLC | History | Reduced | 20,473 | 1,150 | 0.38% | 2.29% | 130 | -87,827 | -81.1% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 20,000 | 1,123 | 0.01% | 0.11% | 131 | -100,000 | -83.33% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 19,310 | 1,084 | 0.0% | 0.0% | 132 | -32,021 | -62.38% | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 19,247 | 1,081 | 0.01% | 0.0% | 133 | +2,132 | 12.46% | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 15,997 | 898 | 0.0% | 0.0% | 134 | +3,070 | 23.75% | Q1 2026 | May 08, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 15,972 | 897 | 0.18% | 0.17% | 135 | -741 | -4.43% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 15,047 | 845 | 0.0% | 0.0% | 136 | +898 | 6.35% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,972 | 841 | 0.0% | 0.0% | 137 | +8,551 | 133.17% | Q1 2026 | Apr 30, 2026 |
| Intellectus Partners, LLC | History | No change | 14,183 | 796 | 0.16% | 0.16% | 138 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 14,012 | 787 | 0.04% | 0.05% | 139 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 13,536 | 760 | 0.0% | 0.01% | 140 | -2,281,036 | -99.41% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 13,300 | 747 | 0.01% | 0.02% | 141 | -1,000 | -6.99% | Q1 2026 | May 07, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | New | 12,980 | 729 | 0.24% | — | 142 | +12,980 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | New | 12,645 | 710 | 0.0% | — | 143 | +12,645 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 12,587 | 707 | 0.01% | 0.01% | 144 | +1,493 | 13.46% | Q1 2026 | May 05, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 12,503 | 702 | 0.02% | 0.02% | 145 | -577 | -4.41% | Q1 2026 | May 15, 2026 |
| Quartz Partners, LLC | History | Reduced | 12,391 | 696 | 0.27% | 0.28% | 146 | -45 | -0.36% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 12,128 | 681 | 0.0% | 0.0% | 147 | +656 | 5.72% | Q1 2026 | May 05, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 11,820 | 664 | 0.08% | 0.06% | 148 | +2,502 | 26.85% | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | Added to | 11,272 | 633 | 0.0% | 0.0% | 149 | +2,846 | 33.78% | Q1 2026 | May 12, 2026 |
| Evanson Asset Management, LLC | History | No change | 11,282 | 633 | 0.03% | 0.04% | 150 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,130 | 625 | 0.0% | 0.0% | 151 | -452 | -3.9% | Q1 2026 | Apr 30, 2026 |
| Lynx Investment Advisory | History | Added to | 10,794 | 606 | 0.29% | 0.27% | 152 | +2,517 | 30.41% | Q1 2026 | Apr 24, 2026 |
| JGP Wealth Management, LLC | History | Added to | 10,688 | 600 | 0.06% | 0.06% | 153 | +1,301 | 13.86% | Q1 2026 | Apr 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 10,517 | 590 | 0.0% | 0.0% | 154 | -5,936 | -36.08% | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 10,069 | 565 | 0.0% | 0.0% | 155 | +6,000 | 147.46% | Q1 2026 | May 15, 2026 |
| HELIOS CAPITAL MANAGEMENT PTE. LTD | History | No change | 10,000 | 561 | 0.59% | 0.41% | 156 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 9,806 | 550 | 0.01% | 0.01% | 157 | +1,190 | 13.81% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | No change | 9,775 | 549 | 0.01% | 0.02% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | No change | 9,667 | 543 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 9,200 | 516 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 9,136 | 513 | 0.0% | 0.0% | 161 | -1,511 | -14.19% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 8,586 | 482 | 0.0% | 0.0% | 162 | +1,228 | 16.69% | Q1 2026 | May 14, 2026 |
| Essex Financial Services, Inc. | History | Added to | 8,373 | 470 | 0.03% | 0.02% | 163 | +3,307 | 65.28% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,308 | 466 | 0.0% | — | 164 | +8,308 | New | Q1 2026 | May 15, 2026 |
| Allie Family Office LLC | History | Added to | 8,273 | 464 | 0.2% | 0.15% | 165 | +2,905 | 54.12% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 8,069 | 453 | 0.01% | 0.01% | 166 | +2,404 | 42.44% | Q1 2026 | May 11, 2026 |
| Altiora Financial Group, LLC | History | No change | 7,990 | 448 | 0.07% | 0.08% | 167 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rothschild Wealth LLC | History | Reduced | 7,964 | 447 | 0.04% | 0.05% | 168 | -38 | -0.47% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 7,886 | 443 | 0.0% | 0.0% | 169 | -375 | -4.54% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,632 | 427 | 0.0% | 0.0% | 170 | +1,440 | 23.26% | Q1 2026 | Apr 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,495 | 421 | 0.0% | 0.0% | 171 | -4,037 | -35.01% | Q1 2026 | May 04, 2026 |
| Quantitative Investment Management, LLC | History | New | 7,417 | 416 | 0.04% | — | 172 | +7,417 | New | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 7,204 | 404 | 0.02% | 0.02% | 173 | -499 | -6.48% | Q1 2026 | May 07, 2026 |
| V-Square Quantitative Management LLC | History | No change | 6,682 | 375 | 0.04% | 0.04% | 174 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,659 | 374 | 0.0% | 0.0% | 175 | +32 | 0.48% | Q1 2026 | Apr 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,529 | 366 | 0.0% | 0.0% | 176 | +1 | 0.02% | Q1 2026 | May 08, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 6,256 | 351 | 0.1% | 0.1% | 177 | -917 | -12.78% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL PLC | History | Reduced | 6,000 | 337 | 0.0% | 0.14% | 179 | -286,500 | -97.95% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 6,011 | 337 | 0.0% | 0.0% | 180 | +1,360 | 29.24% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,625 | 337 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 5,886 | 330 | 0.04% | 0.55% | 181 | -78,432 | -93.02% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 5,831 | 319 | 0.0% | 0.0% | 182 | -477 | -7.56% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 5,620 | 315 | 0.0% | — | 183 | +5,620 | New | Q1 2026 | Apr 21, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 5,570 | 312 | 0.04% | 0.05% | 184 | +99 | 1.81% | Q1 2026 | Apr 13, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | No change | 5,434 | 305 | 0.07% | 0.08% | 185 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PFG Investments, LLC | History | Added to | 5,394 | 303 | 0.01% | 0.01% | 186 | +326 | 6.43% | Q1 2026 | Apr 27, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 5,350 | 300 | 0.03% | 0.03% | 187 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 5,322 | 298 | 0.0% | 0.01% | 188 | -10,839 | -67.07% | Q1 2026 | May 15, 2026 |
| Yoffe Investment Management, LLC | History | No change | 5,149 | 289 | 0.37% | 0.39% | 189 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PEAK6 LLC | History | Reduced | 5,000 | 280 | 0.0% | 0.0% | 191 | -26,700 | -84.23% | Q1 2026 | May 13, 2026 |
| J. Safra Sarasin Holding AG | History | New | 5,000 | 280 | 0.0% | — | 193 | +5,000 | New | Q1 2026 | May 04, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 4,990 | 280 | 0.01% | 0.02% | 190 | +25 | 0.5% | Q1 2026 | Apr 27, 2026 |
| Quaker Wealth Management, LLC | History | No change | 5,000 | 280 | 0.09% | 0.1% | 192 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sentry LLC | History | No change | 4,797 | 269 | 0.09% | 0.08% | 194 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| StoneX Group Inc. | History | New | 4,764 | 266 | 0.01% | — | 195 | +4,764 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,505 | 253 | 0.0% | 0.0% | 196 | -428 | -8.68% | Q1 2026 | Apr 27, 2026 |
| Arta Finance Wealth Management LLC | History | New | 4,348 | 244 | 0.12% | — | 197 | +4,348 | New | Q1 2026 | Apr 20, 2026 |
| Kathmere Capital Management, LLC | History | New | 4,250 | 238 | 0.01% | — | 198 | +4,250 | New | Q1 2026 | Apr 28, 2026 |
| Fort Sheridan Advisors LLC | History | Added to | 4,196 | 235 | 0.03% | 0.03% | 199 | +799 | 23.52% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,153 | 233 | 0.0% | 0.0% | 200 | -552 | -11.73% | Q1 2026 | Apr 15, 2026 |
| Capstone Financial Advisors, Inc. | History | No change | 4,000 | 224 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | New | 3,984 | 223 | 0.0% | — | 202 | +3,984 | New | Q1 2026 | May 13, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 3,851 | 216 | 0.02% | — | 204 | +3,851 | New | Q1 2026 | May 14, 2026 |
| SWMG, LLC | History | Added to | 3,862 | 216 | 0.06% | 0.07% | 203 | +21 | 0.55% | Q1 2026 | Apr 24, 2026 |
| EARNEST PARTNERS LLC | History | No change | 3,754 | 210 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,644 | 204 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,576 | 200 | 0.0% | 0.0% | 207 | -7,081 | -66.44% | Q1 2026 | May 05, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 3,573 | 200 | 0.04% | 0.04% | 208 | -552 | -13.38% | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,144 | 176 | 0.0% | 0.0% | 209 | +987 | 45.76% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,037 | 170 | 0.0% | 0.0% | 210 | +1,800 | 145.51% | Q1 2026 | May 13, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 3,579 | 154 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 2,602 | 146 | 0.0% | 0.0% | 212 | +1,582 | 155.1% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | No change | 2,508 | 140 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,012 | 113 | 0.0% | 0.0% | 214 | -1,001 | -33.22% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,894 | 113 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,960 | 110 | 0.0% | — | 216 | +1,960 | New | Q1 2026 | May 15, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 1,900 | 106 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 1,748 | 98 | 0.03% | 0.04% | 218 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,735 | 97 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ramirez Asset Management, Inc. | History | Reduced | 1,700 | 95 | 0.01% | 0.02% | 221 | -1,000 | -37.04% | Q1 2026 | May 12, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 1,694 | 95 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOM Asset Management Ltd | History | No change | 1,620 | 91 | 0.03% | 0.03% | 222 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Waverly Advisors, LLC | History | Reduced | 1,562 | 87 | 0.0% | 0.02% | 223 | -40,177 | -96.26% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 1,288 | 72 | 0.0% | — | 224 | +1,288 | New | Q1 2026 | May 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,250 | 70 | 0.04% | 0.04% | 225 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dunhill Financial, LLC | History | New | 1,132 | 63 | 0.01% | — | 226 | +1,132 | New | Q1 2026 | May 06, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 970 | 54 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 876 | 49 | 0.0% | 0.0% | 228 | -279 | -24.16% | Q1 2026 | Apr 22, 2026 |
| Hurley Capital, LLC | History | No change | 822 | 46 | 0.02% | 0.03% | 229 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 733 | 41 | 0.0% | 0.0% | 230 | -175 | -19.27% | Q1 2026 | May 13, 2026 |
| Banque Cantonale Vaudoise | History | Reduced | 657 | 36 | 0.0% | 0.0% | 232 | -1,120 | -63.03% | Q1 2026 | Apr 20, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 650 | 36 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 638 | 35 | 0.01% | 0.02% | 233 | -294 | -31.55% | Q1 2026 | May 11, 2026 |
| Aventura Private Wealth, LLC | History | No change | 625 | 35 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO | History | No change | 610 | 34 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 596 | 33 | 0.0% | — | 236 | +596 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 542 | 30 | 0.0% | 0.0% | 237 | +456 | 530.23% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 546 | 30 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 524 | 29 | 0.01% | — | 240 | +524 | New | Q1 2026 | May 08, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 522 | 29 | 0.01% | 0.02% | 239 | -227 | -30.31% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | No change | 500 | 28 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 490 | 27 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 476 | 26 | 0.0% | 0.01% | 243 | -757 | -61.39% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 434 | 24 | 0.0% | 0.0% | 244 | +170 | 64.39% | Q1 2026 | May 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 439 | 24 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Financial Life Planners | History | New | 393 | 22 | 0.02% | — | 248 | +393 | New | Q1 2026 | Apr 24, 2026 |
| TFC Financial Management, Inc. | History | No change | 406 | 22 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EFG International AG | History | No change | 400 | 22 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sankala Group LLC | History | No change | 375 | 20 | 0.02% | 0.02% | 249 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Integrity Financial Corp /WA | History | No change | 292 | 16 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | New | 232 | 13 | 0.0% | — | 252 | +232 | New | Q1 2026 | Apr 27, 2026 |
| Darwin Wealth Management, LLC | History | No change | 233 | 13 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 227 | 12 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 207 | 11 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 188 | 11 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 179 | 10 | 0.0% | 0.0% | 257 | +69 | 62.73% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 179 | 10 | 0.0% | 0.0% | 256 | -1 | -0.56% | Q1 2026 | Apr 07, 2026 |
| Ancora Advisors LLC | History | New | 169 | 9 | 0.0% | — | 259 | +169 | New | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | New | 165 | 9 | 0.0% | — | 260 | +165 | New | Q1 2026 | Apr 22, 2026 |
| Financial Freedom, LLC | History | New | 161 | 9 | 0.0% | — | 261 | +161 | New | Q1 2026 | Apr 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 173 | 9 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 126 | 7 | 0.0% | — | 263 | +126 | New | Q1 2026 | Apr 16, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 136 | 7 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Evergreen Advisors, LLC | History | New | 107 | 6 | 0.0% | — | 264 | +107 | New | Q1 2026 | May 05, 2026 |
| Synergy Investment Management, LLC | History | New | 103 | 5 | 0.0% | — | 269 | +103 | New | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 97 | 5 | 0.0% | 0.0% | 266 | -51 | -34.46% | Q1 2026 | May 11, 2026 |
| ALLIANZ SE | History | No change | 102 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Coston, McIsaac & Partners | History | No change | 96 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 75 | 4 | 0.0% | — | 272 | +75 | New | Q1 2026 | May 12, 2026 |
| Stone House Investment Management, LLC | History | Reduced | 82 | 4 | 0.0% | 0.0% | 271 | -15 | -15.46% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 81 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tidemark, LLC | History | New | 57 | 3 | 0.0% | — | 276 | +57 | New | Q1 2026 | May 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 56 | 3 | 0.0% | — | 275 | +56 | New | Q1 2026 | Apr 27, 2026 |
| Covestor Ltd | History | Reduced | 55 | 3 | 0.0% | 0.0% | 274 | -51 | -48.11% | Q1 2026 | May 05, 2026 |
| CX Institutional | History | Reduced | 48 | 3 | 0.0% | 0.0% | 273 | -27 | -36.0% | Q1 2026 | Apr 06, 2026 |
| Eukles Asset Management | History | New | 39 | 2 | 0.0% | — | 280 | +39 | New | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | No change | 38 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NFSG Corp | History | No change | 37 | 2 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rossby Financial, LCC | History | No change | 42 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 22 | 1 | 0.0% | 0.0% | 282 | -395 | -94.72% | Q1 2026 | May 15, 2026 |
| Main Street Group, LTD | History | New | 30 | 1 | 0.0% | — | 288 | +30 | New | Q1 2026 | May 06, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 35 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fortitude Family Office, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 23 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 34 | 1 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 1.84% | — | -1,336,823 | -100.0% | Q1 2026 | May 15, 2026 |
| Temasek Holdings (Private) Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -744,807 | -100.0% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.25% | — | -400,784 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -237,866 | -100.0% | Q1 2026 | May 15, 2026 |
| Fosun International Ltd | History | Closed out | 0 | 0 | — | 2.43% | — | -174,000 | -100.0% | Q1 2026 | May 14, 2026 |
| CapWealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -127,110 | -100.0% | Q1 2026 | May 05, 2026 |
| 3EDGE Asset Management, LP | History | Closed out | 0 | 0 | — | 0.19% | — | -60,035 | -100.0% | Q1 2026 | May 15, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.2% | — | -43,743 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,296 | -100.0% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -36,654 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -29,955 | -100.0% | Q1 2026 | May 12, 2026 |
| Avos Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -23,858 | -100.0% | Q1 2026 | May 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -15,500 | -100.0% | Q1 2026 | Apr 30, 2026 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.09% | — | -15,295 | -100.0% | Q1 2026 | May 04, 2026 |
| Cullen Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,098 | -100.0% | Q1 2026 | May 15, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -12,977 | -100.0% | Q1 2026 | May 15, 2026 |
| BANQUE PICTET & CIE SA | History | Closed out | 0 | 0 | — | 0.0% | — | -12,600 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -9,600 | -100.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,436 | -100.0% | Q1 2026 | May 13, 2026 |
| BlackDiamond Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -8,809 | -100.0% | Q1 2026 | May 12, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -6,328 | -100.0% | Q1 2026 | May 15, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,317 | -100.0% | Q1 2026 | May 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,876 | -100.0% | Q1 2026 | May 14, 2026 |
| Visionary Wealth Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -4,872 | -100.0% | Q1 2026 | May 13, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,312 | -100.0% | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,184 | -100.0% | Q1 2026 | Apr 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,161 | -100.0% | Q1 2026 | May 08, 2026 |
| Douglass Winthrop Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,060 | -100.0% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,458 | -100.0% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,428 | -100.0% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,360 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Rathbones Group PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,330 | -100.0% | Q1 2026 | May 12, 2026 |
| Galilei Investment Office LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -3,060 | -100.0% | Q1 2026 | May 13, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,900 | -100.0% | Q1 2026 | May 12, 2026 |
| NATIXIS | History | Reduced | 1 | 0 | — | 0.0% | — | -2,781 | -99.96% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 18 | 0 | — | 0.0% | — | -2,209 | -99.19% | Q1 2026 | May 08, 2026 |
| Groupe la Francaise | History | Closed out | 0 | 0 | — | 0.0% | — | -1,500 | -100.0% | Q1 2026 | May 21, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Closed out | 0 | 0 | — | 0.04% | — | -952 | -100.0% | Q1 2026 | May 04, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -902 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -169 | -100.0% | Q1 2026 | May 05, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q1 2026 | Apr 01, 2026 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 11, 2026 |
| HighMark Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q1 2026 | May 05, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q1 2026 | Apr 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108 | -100.0% | Q1 2026 | May 01, 2026 |
| United Community Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 9 | 0 | — | — | — | -2 | -18.18% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |