iShares U.S. ETF Trust - MEAR
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,258,792 | 164,047 | 0.01% | 0.01% | 1 | +45,397 | 1.41% | Q1 2026 | May 15, 2026 |
| Rockwood Wealth Management, LLC | History | Added to | 2,276,419 | 114,594 | 8.2% | 8.22% | 2 | +85,260 | 3.89% | Q1 2026 | Apr 29, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 1,666,710 | 83,902 | 4.41% | 3.8% | 3 | +293,492 | 21.37% | Q1 2026 | Apr 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,418,879 | 71,426 | 0.01% | 0.0% | 4 | +245,078 | 20.88% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 1,072,449 | 53,987 | 0.09% | 0.14% | 5 | -397,710 | -27.05% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 759,617 | 38,239 | 0.01% | 0.01% | 6 | +86,697 | 12.88% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 657,951 | 33,121 | 0.26% | 0.39% | 7 | +5,752 | 0.88% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Added to | 589,876 | 29,694 | 0.88% | 0.84% | 8 | +38,942 | 7.07% | Q1 2026 | Apr 13, 2026 |
| Cetera Investment Advisers | History | Added to | 506,011 | 25,472 | 0.03% | 0.03% | 9 | +20,709 | 4.27% | Q1 2026 | May 13, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 435,832 | 21,939 | 2.28% | 2.34% | 10 | -9,713 | -2.18% | Q1 2026 | Apr 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 428,835 | 21,587 | 0.0% | 0.0% | 11 | +376,871 | 725.25% | Q1 2026 | May 05, 2026 |
| Equitable Holdings, Inc. | History | New | 385,125 | 19,379 | 0.12% | — | 12 | +385,125 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 329,222 | 16,553 | 0.0% | 0.0% | 13 | +30,588 | 10.24% | Q1 2026 | May 13, 2026 |
| Crewe Advisors LLC | History | New | 307,365 | 15,472 | 1.32% | — | 14 | +307,365 | New | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 296,533 | 14,928 | 0.02% | 0.02% | 15 | +64,542 | 27.82% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 226,012 | 11,377 | 0.02% | 0.01% | 16 | +111,215 | 96.88% | Q1 2026 | May 14, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 221,903 | 11,170 | 0.1% | 0.09% | 17 | +41,788 | 23.2% | Q1 2026 | May 14, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 204,221 | 10,280 | 0.27% | 0.25% | 18 | +18,988 | 10.25% | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 193,766 | 9,754 | 0.01% | 0.01% | 19 | -968 | -0.5% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Reduced | 193,420 | 9,736 | 0.01% | 0.01% | 20 | -8,344 | -4.14% | Q1 2026 | May 14, 2026 |
| Pine Harbor Wealth Management, LLC | History | Reduced | 175,063 | 8,812 | 2.64% | 2.71% | 21 | -615 | -0.35% | Q1 2026 | Apr 28, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 167,530 | 8,433 | 0.02% | 0.02% | 22 | -14,864 | -8.15% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 163,616 | 8,236 | 0.02% | 0.02% | 23 | -6,569 | -3.86% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 159,913 | 8,050 | 0.0% | 0.0% | 24 | -22,327 | -12.25% | Q1 2026 | May 15, 2026 |
| Smart Money Group LLC | History | Added to | 158,802 | 7,994 | 2.33% | 2.0% | 25 | +22,540 | 16.54% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 133,623 | 6,718 | 0.0% | 0.0% | 26 | +53,815 | 67.43% | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | Added to | 130,726 | 6,580 | 1.08% | 0.88% | 27 | +28,048 | 27.32% | Q1 2026 | Apr 28, 2026 |
| DeLarme Wealth Management, Inc. | History | Added to | 124,805 | 6,282 | 4.05% | 4.23% | 28 | +6,509 | 5.5% | Q1 2026 | Apr 23, 2026 |
| Betterment LLC | History | Reduced | 113,526 | 5,715 | 0.01% | 0.01% | 29 | -20,205 | -15.11% | Q1 2026 | May 14, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 111,610 | 5,618 | 1.0% | 0.93% | 30 | -218 | -0.19% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 108,821 | 5,478 | 0.04% | 0.04% | 31 | +1,227 | 1.14% | Q1 2026 | Apr 15, 2026 |
| UBS Group AG | History | Reduced | 104,587 | 5,264 | 0.0% | 0.0% | 32 | -61,767 | -37.13% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 102,387 | 5,154 | 0.02% | 0.02% | 33 | -1,116 | -1.08% | Q1 2026 | Jun 02, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 101,344 | 5,101 | 0.03% | 0.03% | 34 | -19,823 | -16.36% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 99,992 | 5,033 | 0.0% | 0.01% | 35 | -279,801 | -73.67% | Q1 2026 | May 04, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 95,568 | 4,810 | 1.23% | 1.07% | 36 | +14,748 | 18.25% | Q1 2026 | Apr 17, 2026 |
| Richard P Slaughter Associates Inc | History | Reduced | 95,450 | 4,804 | 1.04% | 1.09% | 37 | -7,971 | -7.71% | Q1 2026 | Apr 13, 2026 |
| Ascent Group, LLC | History | Reduced | 94,144 | 4,739 | 0.16% | 0.16% | 38 | -923 | -0.97% | Q1 2026 | May 15, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 88,020 | 4,430 | 1.23% | 1.42% | 39 | -1,270 | -1.42% | Q1 2026 | Apr 09, 2026 |
| Integrated Investment Consultants, LLC | History | Added to | 86,418 | 4,350 | 0.92% | 0.76% | 40 | +9,531 | 12.4% | Q1 2026 | Jun 01, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 85,204 | 4,289 | 0.19% | 0.18% | 41 | +8,869 | 11.62% | Q1 2026 | May 12, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 79,992 | 4,026 | 0.13% | 0.12% | 42 | +6,216 | 8.43% | Q1 2026 | Apr 30, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 78,767 | 3,965 | 1.62% | 1.04% | 43 | +29,667 | 60.42% | Q1 2026 | Apr 27, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 77,831 | 3,918 | 0.22% | 0.2% | 44 | +11,620 | 17.55% | Q1 2026 | Apr 09, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 72,832 | 3,666 | 0.21% | 0.33% | 45 | -32,334 | -30.75% | Q1 2026 | Apr 23, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 70,881 | 3,568 | 0.65% | 0.55% | 46 | +5,492 | 8.4% | Q1 2026 | Apr 10, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 64,010 | 3,222 | 0.82% | — | 47 | +64,010 | New | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Added to | 63,374 | 3,190 | 0.09% | 0.09% | 48 | +1,659 | 2.69% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 62,625 | 3,153 | 0.1% | 0.01% | 49 | +58,485 | 1412.68% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 60,856 | 3,063 | 0.01% | 0.02% | 50 | -12,111 | -16.6% | Q1 2026 | Apr 30, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 59,671 | 3,003 | 1.52% | 1.79% | 51 | -5,003 | -7.74% | Q1 2026 | May 04, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 57,925 | 2,915 | 0.43% | 0.49% | 52 | -5,000 | -7.95% | Q1 2026 | Apr 24, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 56,979 | 2,868 | 0.03% | 0.04% | 53 | -23,880 | -29.53% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 56,894 | 2,864 | 0.02% | 0.02% | 54 | +11,147 | 24.37% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 55,112 | 2,771 | 0.05% | 0.07% | 55 | -16,189 | -22.71% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 53,962 | 2,716 | 0.0% | 0.0% | 56 | +1,724 | 3.3% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 53,337 | 2,684 | 0.0% | — | 57 | +53,337 | New | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 52,120 | 2,624 | 0.01% | 0.0% | 58 | -1,416 | -2.64% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 50,288 | 2,531 | 0.0% | 0.0% | 59 | -4,623 | -8.42% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 49,203 | 2,476 | 0.0% | 0.0% | 60 | -664 | -1.33% | Q1 2026 | May 12, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 48,990 | 2,466 | 1.0% | 0.8% | 61 | +8,539 | 21.11% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 48,984 | 2,465 | 0.0% | 0.0% | 62 | +20,816 | 73.9% | Q1 2026 | May 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 46,400 | 2,335 | 0.18% | 0.16% | 63 | +6,380 | 15.94% | Q1 2026 | Apr 30, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 43,903 | 2,210 | 1.15% | 2.1% | 64 | -35,855 | -44.95% | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 43,141 | 2,168 | 0.0% | 0.0% | 65 | -6,558 | -13.2% | Q1 2026 | Apr 08, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 42,722 | 2,150 | 0.09% | 0.09% | 66 | -335 | -0.78% | Q1 2026 | May 07, 2026 |
| Sovran Advisors, LLC | History | Reduced | 41,422 | 2,084 | 0.16% | 0.18% | 67 | -1,535 | -3.57% | Q1 2026 | May 01, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 41,169 | 2,072 | 0.11% | 0.12% | 68 | +785 | 1.94% | Q1 2026 | May 11, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 40,727 | 2,050 | 0.03% | 0.09% | 69 | -95,820 | -70.17% | Q1 2026 | Apr 28, 2026 |
| Mariner, LLC | History | Reduced | 40,527 | 2,040 | 0.0% | 0.0% | 70 | -31,930 | -44.07% | Q1 2026 | May 13, 2026 |
| Highland Financial Advisors, LLC | History | Reduced | 40,218 | 2,024 | 0.53% | 0.57% | 71 | -947 | -2.3% | Q1 2026 | Apr 21, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 39,438 | 1,985 | 0.02% | 0.02% | 72 | -1,026 | -2.54% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 39,333 | 1,980 | 0.04% | 0.03% | 73 | +8,908 | 29.28% | Q1 2026 | Apr 13, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 38,188 | 1,922 | 0.0% | — | 74 | +38,188 | New | Q1 2026 | May 13, 2026 |
| Summit Wealth Partners, LLC | History | No change | 37,727 | 1,899 | 0.3% | 0.35% | 75 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 37,659 | 1,895 | 0.0% | 0.0% | 76 | +12,967 | 52.51% | Q1 2026 | May 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 36,150 | 1,819 | 0.07% | 0.07% | 77 | -100 | -0.28% | Q1 2026 | May 15, 2026 |
| HILL ISLAND FINANCIAL LLC | History | No change | 34,154 | 1,719 | 0.42% | 0.41% | 78 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Asset Allocation Strategies LLC | History | New | 33,078 | 1,665 | 0.3% | — | 79 | +33,078 | New | Q1 2026 | Apr 22, 2026 |
| Five Pine Wealth Management | History | Added to | 31,913 | 1,606 | 1.0% | 1.0% | 80 | +1,021 | 3.31% | Q1 2026 | Apr 16, 2026 |
| Lakeridge Wealth Management LLC | History | New | 31,775 | 1,599 | 0.69% | — | 81 | +31,775 | New | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 31,482 | 1,584 | 0.0% | 0.0% | 82 | -690 | -2.14% | Q1 2026 | Apr 27, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 30,777 | 1,549 | 0.1% | 0.1% | 83 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD BANCORP | History | New | 30,691 | 1,545 | 0.0% | — | 84 | +30,691 | New | Q1 2026 | May 01, 2026 |
| KWMG, LLC | History | Reduced | 30,676 | 1,544 | 0.13% | 0.14% | 85 | -2,349 | -7.11% | Q1 2026 | Apr 09, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 29,427 | 1,481 | 0.04% | 0.04% | 86 | -4,353 | -12.89% | Q1 2026 | May 08, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 29,344 | 1,478 | 0.31% | 0.23% | 87 | +7,299 | 33.11% | Q1 2026 | May 04, 2026 |
| Waverly Advisors, LLC | History | Added to | 27,703 | 1,394 | 0.01% | 0.01% | 88 | +6,278 | 29.3% | Q1 2026 | May 15, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Added to | 27,196 | 1,369 | 0.48% | 0.43% | 89 | +3,123 | 12.97% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 27,053 | 1,361 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 27,016 | 1,359 | 0.0% | 0.0% | 91 | +7,028 | 35.16% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Added to | 26,378 | 1,327 | 0.01% | 0.01% | 92 | +944 | 3.71% | Q1 2026 | May 15, 2026 |
| Syntegra Private Wealth Group, LLC | History | Added to | 25,607 | 1,289 | 0.12% | 0.12% | 93 | +85 | 0.33% | Q1 2026 | Apr 27, 2026 |
| Alexander Randolph Advisory, Inc. | History | Reduced | 25,442 | 1,280 | 1.1% | 1.19% | 94 | -3,001 | -10.55% | Q1 2026 | May 06, 2026 |
| Core Wealth Advisors, Inc. | History | Added to | 24,821 | 1,249 | 0.3% | 0.18% | 95 | +11,013 | 79.76% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 24,829 | 1,249 | 0.03% | 0.04% | 96 | -4,950 | -16.62% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 24,656 | 1,241 | 1.14% | 1.07% | 97 | +2,044 | 9.04% | Q1 2026 | May 08, 2026 |
| VestGen Advisors, LLC | History | Added to | 23,273 | 1,169 | 0.03% | 0.05% | 98 | +13 | 0.06% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 23,034 | 1,159 | 0.01% | 0.01% | 99 | -494 | -2.1% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 22,854 | 1,150 | 0.0% | 0.0% | 100 | -10,619 | -31.72% | Q1 2026 | May 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 22,611 | 1,138 | 0.07% | 0.06% | 101 | +1,076 | 5.0% | Q1 2026 | Apr 20, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 22,122 | 1,113 | 0.02% | 0.01% | 102 | +14,590 | 193.71% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 22,014 | 1,108 | 0.0% | 0.0% | 103 | -565 | -2.5% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | New | 21,537 | 1,084 | 0.0% | — | 104 | +21,537 | New | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 21,316 | 1,073 | 0.0% | 0.0% | 105 | +119 | 0.56% | Q1 2026 | Apr 22, 2026 |
| One Capital Management, LLC | History | Reduced | 20,857 | 1,049 | 0.03% | 0.03% | 106 | -1,108 | -5.04% | Q1 2026 | May 12, 2026 |
| DORVAL Corp | History | Added to | 20,620 | 1,038 | 0.32% | 0.27% | 107 | +3,616 | 21.27% | Q1 2026 | Apr 22, 2026 |
| Columbia River Financial Group, LLC | History | Added to | 20,577 | 1,035 | 0.6% | 0.58% | 108 | +1,949 | 10.46% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 20,429 | 1,028 | 0.0% | 0.01% | 109 | -4,999 | -19.66% | Q1 2026 | Apr 24, 2026 |
| Total Clarity Wealth Management, Inc. | History | Reduced | 20,256 | 1,019 | 0.24% | 0.26% | 110 | -771 | -3.67% | Q1 2026 | Apr 17, 2026 |
| Bellecapital International Ltd. | History | No change | 19,908 | 1,002 | 0.18% | 0.18% | 111 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 19,916 | 1,001 | 0.01% | 0.01% | 112 | +8,266 | 70.95% | Q1 2026 | Apr 07, 2026 |
| Brookwood Investment Group LLC | History | Added to | 18,014 | 906 | 0.11% | 0.11% | 113 | +516 | 2.95% | Q1 2026 | May 04, 2026 |
| Objective Capital Management, LLC | History | Reduced | 17,211 | 866 | 0.87% | 0.91% | 114 | -639 | -3.58% | Q1 2026 | May 04, 2026 |
| 4J Wealth Management LLC | History | No change | 17,174 | 864 | 0.49% | 0.49% | 115 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 17,000 | 855 | 0.07% | 0.27% | 116 | -44,470 | -72.34% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 15,752 | 793 | 0.02% | 0.01% | 117 | +3,828 | 32.1% | Q1 2026 | May 04, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 14,975 | 753 | 0.05% | 0.05% | 118 | -25 | -0.17% | Q1 2026 | Apr 28, 2026 |
| Daybright Advisory Services, Inc. | History | Reduced | 14,638 | 736 | 0.2% | 0.31% | 119 | -8,676 | -37.21% | Q1 2026 | May 12, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 14,610 | 735 | 0.28% | 0.28% | 120 | -493 | -3.26% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Reduced | 14,410 | 725 | 0.0% | 0.03% | 121 | -99,696 | -87.37% | Q1 2026 | May 04, 2026 |
| Sharkey, Howes & Javer | History | Added to | 13,516 | 680 | 0.09% | 0.09% | 122 | +40 | 0.3% | Q1 2026 | Apr 08, 2026 |
| SYKON CAPITAL LLC | History | Added to | 12,797 | 644 | 0.21% | 0.2% | 123 | +500 | 4.07% | Q1 2026 | Apr 22, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 12,570 | 632 | 0.01% | 0.04% | 124 | -4,900 | -28.05% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 12,062 | 607 | 0.0% | 0.0% | 125 | +240 | 2.03% | Q1 2026 | May 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 11,770 | 592 | 0.01% | 0.01% | 126 | -3,690 | -23.87% | Q1 2026 | May 15, 2026 |
| QUANTIFY CHAOS ADVISORS, LLC | History | Reduced | 11,254 | 566 | 1.77% | 1.94% | 127 | -1,494 | -11.72% | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 11,118 | 559 | 0.02% | 0.02% | 128 | -618 | -5.27% | Q1 2026 | Apr 28, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 10,900 | 548 | 0.07% | 0.07% | 129 | +145 | 1.35% | Q1 2026 | Apr 15, 2026 |
| Chatterton & Associates Inc. | History | Added to | 10,851 | 545 | 0.38% | 0.24% | 130 | +5,366 | 97.83% | Q1 2026 | Apr 20, 2026 |
| Forum Financial Management, LP | History | No change | 10,500 | 528 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McAdam, LLC | History | Reduced | 10,211 | 514 | 0.02% | 0.02% | 132 | -323 | -3.07% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,050 | 505 | 0.01% | 0.01% | 133 | +698 | 7.46% | Q1 2026 | Apr 20, 2026 |
| Vertex Planning Partners, LLC | History | Added to | 9,575 | 482 | 0.09% | 0.1% | 134 | +721 | 8.14% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 9,545 | 480 | 0.0% | 0.0% | 135 | +376 | 4.1% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 9,350 | 470 | 0.01% | 0.01% | 136 | +1,888 | 25.3% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 9,272 | 466 | 0.01% | 0.02% | 137 | -11,447 | -55.25% | Q1 2026 | May 15, 2026 |
| Client First Capital LLC | History | Reduced | 9,167 | 461 | 0.2% | 0.38% | 138 | -8,681 | -48.64% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,072 | 456 | 0.01% | 0.01% | 139 | +432 | 5.0% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 8,702 | 438 | 0.01% | 0.01% | 140 | +11 | 0.13% | Q1 2026 | Apr 08, 2026 |
| Csenge Advisory Group | History | Added to | 8,663 | 436 | 0.02% | 0.02% | 141 | +1,984 | 29.71% | Q1 2026 | Apr 30, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,286 | 417 | 0.01% | 0.01% | 142 | +1,149 | 16.1% | Q1 2026 | May 14, 2026 |
| Avestar Capital, LLC | History | New | 8,000 | 402 | 0.03% | — | 144 | +8,000 | New | Q1 2026 | May 13, 2026 |
| Cross Staff Investments Inc | History | No change | 8,000 | 402 | 0.2% | 0.22% | 143 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 7,750 | 390 | 0.04% | 0.04% | 145 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | New | 7,747 | 389 | 0.02% | — | 146 | +7,747 | New | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 7,651 | 385 | 0.0% | 0.01% | 147 | -2,940 | -27.76% | Q1 2026 | May 12, 2026 |
| KM Capital Management Ltd. | History | Reduced | 7,571 | 380 | 0.26% | 0.23% | 148 | -1,495 | -16.49% | Q1 2026 | May 15, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Added to | 7,488 | 376 | 0.06% | 0.05% | 151 | +1,449 | 23.99% | Q1 2026 | Apr 16, 2026 |
| Argent Trust Co | History | No change | 7,476 | 376 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 7,478 | 376 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 7,382 | 371 | 0.09% | 0.09% | 152 | +159 | 2.2% | Q1 2026 | May 05, 2026 |
| Financial Plan, Inc. | History | No change | 7,300 | 367 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 7,229 | 363 | 0.13% | 0.17% | 154 | -1,832 | -20.22% | Q1 2026 | May 11, 2026 |
| MRP Capital Investments, LLC | History | No change | 7,000 | 352 | 0.31% | 0.29% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SEEDS INVESTOR LLC | History | New | 6,947 | 349 | 0.05% | — | 156 | +6,947 | New | Q1 2026 | May 11, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 6,779 | 340 | 0.08% | 0.08% | 157 | +44 | 0.65% | Q1 2026 | Apr 15, 2026 |
| Iowa State Bank | History | No change | 6,649 | 334 | 0.06% | 0.06% | 158 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Skyline Advisors, Inc. | History | Added to | 6,580 | 331 | 0.12% | 0.11% | 159 | +6 | 0.09% | Q1 2026 | Apr 20, 2026 |
| HB Wealth Management, LLC | History | New | 6,472 | 325 | 0.0% | — | 160 | +6,472 | New | Q1 2026 | Apr 27, 2026 |
| OPTIMA CAPITAL LLC | History | Added to | 6,323 | 318 | 0.15% | 0.13% | 161 | +174 | 2.83% | Q1 2026 | May 04, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 6,000 | 302 | 0.24% | 0.24% | 162 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 5,997 | 301 | 0.01% | — | 163 | +5,997 | New | Q1 2026 | May 07, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 5,952 | 299 | 0.1% | 0.11% | 164 | -414 | -6.5% | Q1 2026 | May 04, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 5,905 | 297 | 0.07% | 0.08% | 165 | +25 | 0.43% | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 5,883 | 296 | 0.0% | — | 166 | +5,883 | New | Q1 2026 | May 11, 2026 |
| Heritage Wealth Management, Inc./Texas | History | No change | 5,808 | 292 | 0.12% | 0.13% | 167 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 5,628 | 283 | 0.02% | 0.02% | 168 | -596 | -9.58% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 5,605 | 282 | 0.03% | 0.03% | 169 | +1,120 | 24.97% | Q1 2026 | Apr 16, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,531 | 278 | 0.0% | — | 170 | +5,531 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 5,406 | 272 | 0.0% | 0.0% | 171 | +258 | 5.01% | Q1 2026 | May 14, 2026 |
| VERITY Wealth Advisors | History | No change | 5,383 | 270 | 0.18% | 0.17% | 172 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Charter Capital Management, LLC\DE | History | No change | 5,297 | 266 | 0.13% | 0.14% | 173 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 5,211 | 262 | 0.03% | — | 174 | +5,211 | New | Q1 2026 | May 14, 2026 |
| Lantz Financial LLC | History | Reduced | 5,068 | 255 | 0.05% | 0.06% | 175 | -374 | -6.87% | Q1 2026 | Apr 09, 2026 |
| BlackDiamond Wealth Management, LLC | History | Reduced | 5,040 | 253 | 0.12% | 0.13% | 177 | -337 | -6.27% | Q1 2026 | May 12, 2026 |
| Zhang Financial LLC | History | No change | 5,037 | 253 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 5,000 | 251 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Lionshead Wealth Management, LLC | History | Reduced | 4,950 | 249 | 0.18% | 0.32% | 179 | -3,510 | -41.49% | Q1 2026 | May 11, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 4,854 | 244 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RETIREMITTEN FINANCIAL LLC | History | New | 4,753 | 239 | 0.12% | — | 181 | +4,753 | New | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 4,747 | 238 | 0.0% | 0.0% | 182 | +250 | 5.56% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | New | 4,664 | 234 | 0.0% | — | 183 | +4,664 | New | Q1 2026 | May 01, 2026 |
| Strathmore Capital Advisors, Inc. | History | New | 4,237 | 213 | 0.06% | — | 184 | +4,237 | New | Q1 2026 | Apr 27, 2026 |
| Independent Wealth Network Inc. | History | Added to | 4,229 | 212 | 0.06% | 0.06% | 185 | +18 | 0.43% | Q1 2026 | Apr 20, 2026 |
| BDFS Capital LLC | History | Reduced | 4,202 | 211 | 0.1% | 0.11% | 186 | -25 | -0.59% | Q1 2026 | Apr 15, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 4,184 | 210 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LEGACY SOLUTIONS, LLC | History | No change | 4,170 | 209 | 0.19% | 0.18% | 188 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Shum Financial Group, Inc. | History | New | 4,111 | 206 | 0.15% | — | 189 | +4,111 | New | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 4,064 | 204 | 0.0% | 0.0% | 190 | -1,550 | -27.61% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 4,016 | 202 | 0.02% | 0.07% | 191 | -10,000 | -71.35% | Q1 2026 | Apr 17, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 4,028 | 202 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 4,016 | 202 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,900 | 196 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | No change | 3,814 | 191 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Friedenthal Financial | History | New | 2,671 | 134 | 0.07% | — | 196 | +2,671 | New | Q1 2026 | Apr 20, 2026 |
| MATHER GROUP, LLC. | History | New | 2,634 | 132 | 0.0% | — | 197 | +2,634 | New | Q1 2026 | Apr 13, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 2,176 | 109 | 0.08% | 0.09% | 198 | -128 | -5.56% | Q1 2026 | Apr 07, 2026 |
| Centennial Bank/AR/ | History | Added to | 2,139 | 107 | 0.04% | 0.03% | 199 | +409 | 23.64% | Q1 2026 | May 06, 2026 |
| CVA Family Office, LLC | History | New | 1,979 | 99 | 0.01% | — | 200 | +1,979 | New | Q1 2026 | Apr 29, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,561 | 78 | 0.03% | 0.03% | 201 | +33 | 2.16% | Q1 2026 | Apr 24, 2026 |
| CX Institutional | History | Added to | 1,507 | 76 | 0.0% | 0.0% | 202 | +6 | 0.4% | Q1 2026 | Apr 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,483 | 74 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 971 | 48 | 0.04% | 0.04% | 204 | +4 | 0.41% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 883 | 44 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 846 | 42 | 0.02% | 0.02% | 206 | +2 | 0.24% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | No change | 437 | 22 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | New | 422 | 21 | 0.0% | — | 208 | +422 | New | Q1 2026 | May 11, 2026 |
| City State Bank | History | No change | 381 | 19 | 0.0% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 262 | 13 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 207 | 10 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 200 | 10 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 97 | 4 | 0.0% | — | 213 | +96 | 9600.0% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 86 | 4 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 50 | 2 | 0.0% | 0.0% | 215 | -50 | -50.0% | Q1 2026 | Apr 14, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -393,836 | -100.0% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -307,365 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -48,687 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -20,868 | -100.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -20,188 | -100.0% | Q1 2026 | Jun 18, 2026 |
| Elequin Capital, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -15,782 | -100.0% | Q1 2026 | May 11, 2026 |
| BSW Wealth Partners | History | Closed out | 0 | 0 | — | 0.08% | — | -13,737 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Westwood Wealth Management | History | Closed out | 0 | 0 | — | 0.32% | — | -8,460 | -100.0% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,938 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,865 | -100.0% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,010 | -100.0% | Q1 2026 | May 15, 2026 |
| CLIENT 1ST ADVISORY GROUP, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,421 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Insight Inv LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,300 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Towneley Capital Management, Inc / DE | History | Closed out | 0 | 0 | — | 0.05% | — | -4,961 | -100.0% | Q1 2026 | Apr 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -4,714 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,714 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.01% | — | -4,370 | -100.0% | Q1 2026 | Apr 13, 2026 |
| DecisionMap Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,343 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,279 | -100.0% | Q1 2026 | May 15, 2026 |
| Stokes Family Office, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,205 | -100.0% | Q1 2026 | May 11, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,001 | -100.0% | Q1 2026 | May 12, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,200 | -100.0% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -472 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |