iSHARES TRUST - MUB
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 | Added to | 42,113,660 | 4,470,365 | 0.33% | 0.29% | 1 | +4,763,839 | 12.75% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 21,943,710 | 2,329,324 | 0.12% | 0.12% | 2 | -354,174 | -1.59% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 19,583,732 | 2,078,813 | 3.94% | 3.88% | 3 | +593,514 | 3.13% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,704,651 | 1,772,963 | 0.47% | 0.45% | 4 | +2,522,106 | 17.78% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 14,367,478 | 1,525,107 | 1.03% | 1.04% | 5 | +812,109 | 5.99% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 11,762,384 | 1,248,577 | 0.33% | 0.32% | 6 | +663,075 | 5.97% | Q1 2026 | May 06, 2026 |
| Fisher Asset Management, LLC | History | Added to | 11,596,161 | 1,230,932 | 0.42% | 0.39% | 7 | +882,344 | 8.24% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 10,008,488 | 1,062,401 | 0.2% | 0.19% | 8 | +72,042 | 0.73% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,357,674 | 993,317 | 1.47% | 1.4% | 9 | +808,430 | 9.46% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 9,214,317 | 978,099 | 0.06% | 0.05% | 10 | +637,356 | 7.43% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,903,359 | 945,091 | 0.58% | 0.57% | 11 | +472,246 | 5.6% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 7,622,993 | 809,180 | 0.12% | 0.04% | 12 | +5,177,341 | 211.7% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 7,303,630 | 775,280 | 0.14% | 0.13% | 13 | +214,265 | 3.02% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,185,272 | 762,716 | 0.44% | 0.43% | 14 | -150,886 | -2.06% | Q1 2026 | May 08, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 5,687,268 | 603,703 | 2.32% | — | 15 | +5,687,268 | New | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 5,274,695 | 559,909 | 0.52% | 0.56% | 16 | +6,428 | 0.12% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 5,232,551 | 555,440 | 0.67% | 0.66% | 17 | +3,030 | 0.06% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,709,555 | 498,977 | 0.03% | 0.03% | 18 | +17,682 | 0.38% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 4,442,764 | 471,599 | 1.04% | 1.17% | 19 | -457,491 | -9.34% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 3,210,936 | 340,840 | 0.36% | 0.33% | 20 | +416,372 | 14.9% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 3,196,889 | 339,349 | 0.69% | 0.67% | 21 | +129,497 | 4.22% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,953,836 | 312,261 | 0.15% | 0.15% | 22 | +681,226 | 29.98% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 2,823,552 | 299,720 | 0.42% | 0.41% | 23 | -38,196 | -1.33% | Q1 2026 | Apr 27, 2026 |
| Orgel Wealth Management, LLC | History | Added to | 2,677,093 | 284,173 | 6.12% | 6.18% | 24 | +61,174 | 2.34% | Q1 2026 | Apr 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 2,331,591 | 247,498 | 2.71% | 2.77% | 25 | -35,380 | -1.49% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,281,826 | 242,215 | 0.07% | 0.06% | 26 | +492,497 | 27.52% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,114,126 | 224,414 | 0.03% | 0.04% | 27 | -809,866 | -27.7% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 2,108,214 | 223,771 | 0.26% | 0.26% | 28 | +59,282 | 2.89% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 1,977,019 | 209,860 | 1.17% | 1.06% | 29 | +210,628 | 11.92% | Q1 2026 | Apr 30, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,947,693 | 206,747 | 0.57% | 0.53% | 30 | -81,008 | -3.99% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,774,702 | 188,384 | 0.02% | 0.02% | 31 | +742,570 | 71.95% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,737,213 | 184,405 | 0.2% | 0.21% | 32 | -15,217 | -0.87% | Q1 2026 | May 05, 2026 |
| ALLSTATE CORP | History | Reduced | 1,733,524 | 184,013 | 1.97% | 4.41% | 33 | -1,282,885 | -42.53% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,675,290 | 177,890 | 0.04% | 0.05% | 34 | -546,987 | -24.61% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 1,606,330 | 170,512 | 4.67% | 4.85% | 35 | +106,502 | 7.1% | Q1 2026 | May 12, 2026 |
| Facet Wealth, Inc. | History | Reduced | 1,397,796 | 148,376 | 2.57% | 3.0% | 36 | -172,869 | -11.01% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Added to | 1,298,929 | 137,881 | 0.06% | 0.06% | 37 | +125,022 | 10.65% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,271,750 | 134,994 | 0.24% | 0.25% | 38 | +54,094 | 4.44% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,258,347 | 133,573 | 0.02% | 0.02% | 39 | -29,580 | -2.3% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,175,348 | 124,763 | 0.69% | 0.66% | 40 | -578,013 | -32.97% | Q1 2026 | Apr 29, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,169,211 | 124,111 | 0.03% | 0.01% | 41 | +730,720 | 166.64% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,126,750 | 119,604 | 1.83% | 1.9% | 42 | -36,782 | -3.16% | Q1 2026 | Apr 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 1,079,334 | 114,571 | 0.9% | — | 43 | +1,079,334 | New | Q1 2026 | Apr 07, 2026 |
| Cerity Partners LLC | History | Added to | 1,070,265 | 113,608 | 0.16% | 0.16% | 44 | +71,036 | 7.11% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,053,799 | 111,873 | 0.12% | 0.15% | 45 | -145,004 | -12.1% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,032,052 | 109,552 | 0.01% | 0.01% | 46 | +599,174 | 138.42% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 980,111 | 104,038 | 0.14% | 0.14% | 47 | +25,485 | 2.67% | Q1 2026 | Apr 27, 2026 |
| Centiva Capital, LP | History | Added to | 930,874 | 98,812 | 0.73% | 0.04% | 48 | +880,874 | 1761.75% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 927,175 | 98,429 | 0.14% | 0.13% | 49 | +81,428 | 9.63% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 916,625 | 97,299 | 1.68% | 1.24% | 50 | +443,223 | 93.63% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 864,554 | 91,764 | 0.13% | 0.12% | 51 | +16,604 | 1.96% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 847,619 | 89,974 | 0.44% | 0.44% | 52 | +62,666 | 7.98% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 842,713 | 89,454 | 0.87% | 0.81% | 53 | +69,244 | 8.95% | Q1 2026 | May 08, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 830,094 | 88,114 | 4.74% | 4.92% | 54 | -6,029 | -0.72% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 781,060 | 82,909 | 0.71% | 0.61% | 55 | +2,883 | 0.37% | Q1 2026 | May 13, 2026 |
| DV Trading LLC | History | New | 774,100 | 82,170 | 1.95% | — | 56 | +774,100 | New | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 767,535 | 81,473 | 4.43% | 4.15% | 57 | +64,588 | 9.19% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 756,078 | 80,257 | 0.42% | 0.48% | 58 | +122,299 | 19.3% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 751,600 | 79,782 | 0.21% | 0.2% | 59 | +63,676 | 9.26% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | Reduced | 717,755 | 76,189 | 1.49% | 2.45% | 60 | -447,758 | -38.42% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 706,540 | 74,999 | 0.13% | 0.13% | 61 | +57,329 | 8.83% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 678,200 | 71,990 | 0.01% | 0.0% | 62 | +590,700 | 675.09% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 652,281 | 69,239 | 0.34% | 0.3% | 63 | +149,201 | 29.66% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 650,618 | 69,063 | 0.0% | 0.0% | 64 | +432,320 | 198.04% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 647,017 | 68,680 | 0.11% | 0.11% | 65 | -40,237 | -5.85% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 645,815 | 68,553 | 0.79% | 0.84% | 66 | +1,348 | 0.21% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 635,731 | 67,482 | 0.06% | 0.06% | 67 | +16,733 | 2.7% | Q1 2026 | May 12, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 633,596 | 67,256 | 1.28% | 1.28% | 68 | +2,714 | 0.43% | Q1 2026 | May 01, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 620,897 | 65,908 | 3.18% | 3.37% | 69 | -10,892 | -1.72% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 613,660 | 65,072 | 0.4% | 0.38% | 70 | +26,067 | 4.44% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 607,800 | 64,517 | 0.15% | 0.15% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 579,572 | 61,521 | 0.12% | 0.12% | 72 | -20,096 | -3.35% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 566,374 | 60,120 | 1.01% | 0.96% | 73 | +31,036 | 5.8% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 559,388 | 59,379 | 0.02% | 0.02% | 74 | -13,292 | -2.32% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Added to | 542,700 | 57,607 | 1.71% | 1.59% | 75 | +51,191 | 10.42% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 537,049 | 57,007 | 0.1% | 0.04% | 76 | +424,640 | 377.76% | Q1 2026 | May 01, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 535,118 | 56,802 | 0.83% | 0.94% | 77 | -46,890 | -8.06% | Q1 2026 | Apr 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 532,745 | 56,636 | 0.53% | 0.55% | 78 | +56,222 | 11.8% | Q1 2026 | Apr 07, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 526,425 | 55,880 | 0.49% | 0.47% | 79 | +81,251 | 18.25% | Q1 2026 | May 14, 2026 |
| Parcion Private Wealth LLC | History | Added to | 525,436 | 55,775 | 3.46% | 3.31% | 80 | +17,927 | 3.53% | Q1 2026 | Apr 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 522,464 | 55,459 | 0.68% | 0.75% | 81 | -21,722 | -3.99% | Q1 2026 | May 08, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 522,191 | 55,430 | 1.08% | 1.12% | 82 | -11,246 | -2.11% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 512,469 | 54,398 | 0.43% | 0.52% | 83 | -96,641 | -15.87% | Q1 2026 | May 01, 2026 |
| LMR Partners LLP | History | Reduced | 508,600 | 53,987 | 0.12% | 0.37% | 84 | -1,329,600 | -72.33% | Q1 2026 | May 15, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 495,654 | 52,613 | 1.44% | 1.51% | 85 | -7,053 | -1.4% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 492,231 | 52,417 | 0.11% | 0.12% | 86 | -329,058 | -40.07% | Q1 2026 | Apr 08, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 492,741 | 52,304 | 0.74% | 0.7% | 87 | -7,742 | -1.55% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 488,681 | 51,873 | 0.01% | 0.01% | 88 | +30,094 | 6.56% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Added to | 472,473 | 50,441 | 1.63% | 1.74% | 89 | +6,901 | 1.48% | Q1 2026 | Apr 09, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 462,015 | 49,486 | 0.02% | 0.02% | 90 | -7,673 | -1.63% | Q1 2026 | May 15, 2026 |
| Arkos Global Advisors | History | Reduced | 443,046 | 47,029 | 5.9% | 6.4% | 91 | -24,446 | -5.23% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 438,228 | 46,516 | 0.57% | 0.39% | 92 | +150,175 | 52.13% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 435,863 | 46,266 | 0.19% | 0.19% | 93 | +11,709 | 2.76% | Q1 2026 | May 14, 2026 |
| Retirement Investment Advisors, Inc. | History | Added to | 424,104 | 45,425 | 3.66% | 3.65% | 94 | +1,252 | 0.3% | Q1 2026 | Apr 15, 2026 |
| Ascent Group, LLC | History | Added to | 416,280 | 44,188 | 1.53% | 1.48% | 95 | +12,819 | 3.18% | Q1 2026 | May 15, 2026 |
| SEEDS INVESTOR LLC | History | Added to | 409,195 | 43,816 | 5.96% | 3.37% | 96 | +245,278 | 149.64% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 407,499 | 43,647 | 0.17% | 0.17% | 97 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 392,889 | 41,705 | 0.06% | 0.04% | 98 | +116,166 | 41.98% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 388,912 | 41,283 | 0.02% | 0.02% | 99 | -6,957 | -1.76% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 388,834 | 41,275 | 0.11% | 0.1% | 100 | +46,598 | 13.62% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 385,993 | 40,973 | 2.29% | 2.3% | 101 | +4,141 | 1.08% | Q1 2026 | Apr 20, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 383,426 | 40,700 | 2.76% | 2.62% | 102 | +32,462 | 9.25% | Q1 2026 | Apr 29, 2026 |
| Savvy Advisors, Inc. | History | Added to | 380,909 | 40,433 | 1.08% | 0.94% | 103 | +108,427 | 39.79% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 373,948 | 40,052 | 0.26% | 0.33% | 104 | -77,977 | -17.25% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 375,769 | 39,880 | 0.08% | 0.07% | 105 | +15,095 | 4.19% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 373,962 | 39,696 | 0.15% | 0.14% | 106 | +57,042 | 18.0% | Q1 2026 | Apr 30, 2026 |
| Gradient Investments LLC | History | Added to | 362,236 | 38,451 | 0.6% | 0.47% | 107 | +83,549 | 29.98% | Q1 2026 | Apr 13, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Added to | 360,475 | 38,264 | 4.22% | 4.11% | 108 | +19,738 | 5.79% | Q1 2026 | May 14, 2026 |
| Cardinal Point Capital Management ULC | History | Added to | 359,320 | 38,141 | 2.34% | 2.5% | 109 | +2,872 | 0.81% | Q1 2026 | Apr 20, 2026 |
| Lutz Financial Services LLC | History | Added to | 353,163 | 37,488 | 2.52% | 2.56% | 110 | +1,865 | 0.53% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 351,964 | 37,360 | 0.3% | 0.35% | 111 | +79,298 | 29.08% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 350,848 | 37,258 | 1.37% | 0.09% | 112 | +345,321 | 6247.89% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 339,977 | 36,088 | 0.2% | 0.2% | 113 | +64 | 0.02% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 339,274 | 36,013 | 0.06% | 0.05% | 114 | +11,052 | 3.37% | Q1 2026 | May 14, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 336,951 | 35,767 | 1.79% | 0.46% | 115 | +246,140 | 271.05% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 334,925 | 35,552 | 0.29% | — | 116 | +334,925 | New | Q1 2026 | May 01, 2026 |
| Liquid Strategies, LLC | History | Added to | 331,858 | 35,226 | 7.57% | 7.57% | 117 | +7,266 | 2.24% | Q1 2026 | May 01, 2026 |
| Balentine LLC | History | Reduced | 330,343 | 35,065 | 1.41% | 2.88% | 118 | -377,929 | -53.36% | Q1 2026 | Apr 24, 2026 |
| Fort Point Capital Partners LLC | History | Added to | 326,937 | 34,704 | 4.21% | 2.96% | 119 | +81,895 | 33.42% | Q1 2026 | May 14, 2026 |
| Trust Co | History | Added to | 314,946 | 33,431 | 3.13% | 3.06% | 120 | +10,429 | 3.42% | Q1 2026 | Apr 13, 2026 |
| COMMERCE BANK | History | Added to | 307,511 | 32,642 | 0.16% | 0.17% | 121 | +15,096 | 5.16% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 301,950 | 32,341 | 1.09% | 1.09% | 122 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 299,860 | 31,830 | 0.04% | 0.04% | 123 | -23,500 | -7.27% | Q1 2026 | May 13, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 298,694 | 31,706 | 0.83% | 0.81% | 124 | +13,666 | 4.79% | Q1 2026 | Apr 16, 2026 |
| Global Strategic Investment Solutions, LLC | History | Added to | 296,178 | 31,439 | 3.06% | 3.09% | 125 | +1,285 | 0.44% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | Added to | 295,321 | 31,348 | 0.15% | 0.14% | 126 | +24,932 | 9.22% | Q1 2026 | Apr 24, 2026 |
| Rockwood Wealth Management, LLC | History | Reduced | 291,745 | 30,968 | 2.22% | 2.37% | 127 | -4,579 | -1.55% | Q1 2026 | Apr 29, 2026 |
| ASPIRIANT, LLC | History | Reduced | 288,891 | 30,665 | 0.87% | 0.93% | 128 | -13,918 | -4.6% | Q1 2026 | May 12, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 284,162 | 30,163 | 6.18% | 6.46% | 129 | -16,108 | -5.36% | Q1 2026 | May 05, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 272,630 | 28,939 | 1.76% | 1.47% | 130 | -5,461,311 | -95.25% | Q1 2026 | May 12, 2026 |
| SNS Financial Group, LLC | History | Added to | 272,380 | 28,913 | 2.49% | 2.48% | 131 | +3,172 | 1.18% | Q1 2026 | Apr 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 271,681 | 28,838 | 0.63% | 0.57% | 132 | +17,376 | 6.83% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 266,664 | 28,306 | 0.36% | 0.33% | 133 | +23,474 | 9.65% | Q1 2026 | May 15, 2026 |
| Alaska Wealth Advisors, LLC | History | Added to | 266,033 | 28,239 | 3.39% | 3.09% | 134 | +39,556 | 17.47% | Q1 2026 | Apr 24, 2026 |
| M&T BANK CORP | History | Reduced | 266,021 | 28,238 | 0.1% | 0.09% | 135 | -3,679 | -1.36% | Q1 2026 | May 12, 2026 |
| Dakota Wealth Management | History | Added to | 264,783 | 28,106 | 0.61% | 0.48% | 136 | +9,962 | 3.91% | Q1 2026 | May 07, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 261,266 | 27,733 | 2.92% | 2.78% | 137 | +23,749 | 10.0% | Q1 2026 | May 11, 2026 |
| Atlatl Advisers LLC | History | Added to | 260,793 | 27,683 | 20.54% | 3.35% | 138 | +179,321 | 220.1% | Q1 2026 | May 07, 2026 |
| WESBANCO BANK INC | History | Added to | 260,726 | 27,676 | 0.77% | 0.7% | 139 | +24,293 | 10.27% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 255,935 | 27,167 | 0.2% | 0.2% | 140 | +27,100 | 11.84% | Q1 2026 | Apr 15, 2026 |
| One Wealth Advisors, LLC | History | Added to | 250,587 | 26,599 | 3.31% | 3.15% | 141 | +9,674 | 4.02% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | Added to | 249,006 | 26,432 | 0.81% | 0.77% | 142 | +8,668 | 3.61% | Q1 2026 | Apr 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 248,787 | 26,408 | 0.13% | 0.14% | 143 | +16,373 | 7.04% | Q1 2026 | May 08, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 246,898 | 26,208 | 1.76% | 1.71% | 144 | +15,844 | 6.86% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 246,280 | 26,142 | 0.3% | 0.31% | 145 | -13,708 | -5.27% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 241,317 | 26,009 | 2.32% | 2.04% | 146 | +25,972 | 12.06% | Q1 2026 | May 11, 2026 |
| SOROS FUND MANAGEMENT LLC | History | No change | 241,400 | 25,624 | 0.28% | 0.3% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 240,941 | 25,575 | 0.14% | 0.16% | 148 | -5,970 | -2.42% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | Added to | 238,263 | 25,291 | 2.19% | 2.11% | 149 | +9,175 | 4.01% | Q1 2026 | Apr 24, 2026 |
| Crewe Advisors LLC | History | Added to | 235,253 | 24,972 | 2.13% | 2.05% | 150 | +19,531 | 9.05% | Q1 2026 | May 07, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 234,613 | 24,904 | 3.44% | 2.92% | 151 | +39,517 | 20.26% | Q1 2026 | Apr 21, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 233,401 | 24,775 | 0.21% | 0.2% | 152 | +11,855 | 5.35% | Q1 2026 | May 07, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 233,162 | 24,750 | 0.06% | 0.05% | 153 | +24,225 | 11.59% | Q1 2026 | Apr 22, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 229,796 | 24,597 | 1.6% | 1.56% | 154 | +11,578 | 5.31% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 230,565 | 24,474 | 0.11% | 0.1% | 155 | +6,268 | 2.79% | Q1 2026 | May 15, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 227,052 | 24,319 | 2.7% | 2.7% | 156 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 226,022 | 23,992 | 1.55% | 1.61% | 157 | -11,380 | -4.79% | Q1 2026 | May 05, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 220,186 | 23,362 | 0.66% | 0.84% | 158 | -32,832 | -12.98% | Q1 2026 | Apr 09, 2026 |
| Independent Advisor Alliance | History | Added to | 216,809 | 23,014 | 0.25% | 0.06% | 159 | +194,443 | 869.37% | Q1 2026 | May 12, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 215,352 | 22,859 | 0.58% | 0.54% | 160 | +20,725 | 10.65% | Q1 2026 | May 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 214,253 | 22,742 | 0.89% | 0.92% | 161 | -3,452 | -1.59% | Q1 2026 | Apr 10, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 213,929 | 22,708 | 0.27% | 0.27% | 162 | -1,163 | -0.54% | Q1 2026 | May 06, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 213,882 | 22,703 | 0.41% | 0.48% | 163 | -30,972 | -12.65% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 213,593 | 22,672 | 1.06% | 0.96% | 164 | +34,960 | 19.57% | Q1 2026 | Apr 06, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 213,106 | 22,621 | 0.09% | 0.09% | 165 | -5,304 | -2.43% | Q1 2026 | May 11, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 212,459 | 22,568 | 3.69% | 3.72% | 166 | +2,228 | 1.06% | Q1 2026 | Apr 20, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 207,750 | 22,052 | 0.67% | 0.53% | 167 | +41,238 | 24.77% | Q1 2026 | May 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 207,469 | 22,022 | 1.16% | 1.13% | 168 | +16,190 | 8.46% | Q1 2026 | Apr 29, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 204,335 | 21,690 | 0.39% | 0.37% | 169 | +9,887 | 5.08% | Q1 2026 | Apr 10, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 204,025 | 21,657 | 0.46% | 0.49% | 170 | -15,256 | -6.96% | Q1 2026 | May 13, 2026 |
| Slow Capital, Inc. | History | Reduced | 201,707 | 21,411 | 2.78% | 2.6% | 171 | -1,212 | -0.6% | Q1 2026 | Apr 24, 2026 |
| Apella Capital, LLC | History | Added to | 194,908 | 20,927 | 0.31% | 0.38% | 172 | +13,181 | 7.25% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Reduced | 195,656 | 20,768 | 0.59% | 0.68% | 173 | -22,296 | -10.23% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 190,500 | 20,221 | 0.01% | 0.0% | 174 | +101,900 | 115.01% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 189,235 | 20,087 | 0.02% | 0.01% | 175 | +66,023 | 53.58% | Q1 2026 | May 08, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 188,213 | 19,978 | 0.16% | 0.12% | 176 | +31,161 | 19.84% | Q1 2026 | May 11, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 184,811 | 19,852 | 0.76% | 0.78% | 177 | +3,466 | 1.91% | Q1 2026 | Apr 24, 2026 |
| VICUS CAPITAL | History | Added to | 183,680 | 19,497 | 1.43% | 1.42% | 178 | +7,189 | 4.07% | Q1 2026 | Apr 22, 2026 |
| Cardinal Strategic Wealth Guidance | History | Reduced | 177,441 | 18,835 | 4.97% | 5.1% | 179 | -4,898 | -2.69% | Q1 2026 | Apr 20, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 177,078 | 18,796 | 0.12% | 0.12% | 180 | -1,692 | -0.95% | Q1 2026 | May 05, 2026 |
| AMG National Trust Bank | History | Added to | 176,705 | 18,756 | 0.41% | 0.34% | 181 | +43,538 | 32.69% | Q1 2026 | May 04, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 175,740 | 18,654 | 4.12% | 4.66% | 182 | -16,498 | -8.58% | Q1 2026 | Apr 21, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 175,355 | 18,613 | 4.92% | 4.99% | 183 | +4,124 | 2.41% | Q1 2026 | Apr 20, 2026 |
| Vise Technologies, Inc. | History | No change | 171,813 | 18,402 | 0.36% | 0.36% | 184 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Stairway Partners, LLC | History | Added to | 173,332 | 18,399 | 0.95% | 0.96% | 185 | +160 | 0.09% | Q1 2026 | Apr 02, 2026 |
| Charles Schwab Trust Co | History | Reduced | 172,549 | 18,316 | 1.19% | 1.27% | 186 | -7,948 | -4.4% | Q1 2026 | Apr 10, 2026 |
| Meridian Wealth Partners, LLC | History | Reduced | 171,618 | 18,217 | 2.5% | 2.55% | 187 | -1,287 | -0.74% | Q1 2026 | May 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 171,240 | 18,177 | 0.33% | 0.26% | 188 | +44,864 | 35.5% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Reduced | 171,015 | 18,153 | 0.29% | 0.34% | 189 | -25,341 | -12.91% | Q1 2026 | Apr 27, 2026 |
| AE Wealth Management LLC | History | Reduced | 169,836 | 18,028 | 0.1% | 0.28% | 190 | -279,968 | -62.24% | Q1 2026 | May 13, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 169,457 | 17,987 | 2.21% | 2.29% | 191 | -5,587 | -3.19% | Q1 2026 | Apr 10, 2026 |
| BROWN WEALTH MANAGEMENT, LLC | History | Added to | 168,750 | 17,912 | 4.6% | 4.43% | 192 | +11,436 | 7.27% | Q1 2026 | Apr 09, 2026 |
| Black Diamond Financial, LLC | History | Added to | 168,516 | 17,887 | 1.95% | 1.69% | 193 | +18,888 | 12.62% | Q1 2026 | May 05, 2026 |
| Symmetry Partners, LLC | History | Reduced | 167,926 | 17,825 | 1.02% | 1.07% | 194 | -563 | -0.33% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 159,577 | 16,939 | 0.19% | 0.17% | 195 | +19,384 | 13.83% | Q1 2026 | Apr 16, 2026 |
| Altura Wealth Advisors Inc. | History | Added to | 156,224 | 16,583 | 7.24% | 7.02% | 196 | +3,913 | 2.57% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 154,142 | 16,362 | 0.18% | 0.24% | 197 | -13,803 | -8.22% | Q1 2026 | May 15, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 153,000 | 16,240 | 1.06% | 1.08% | 198 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 152,802 | 16,219 | 0.45% | 0.36% | 199 | +24,699 | 19.28% | Q1 2026 | Apr 28, 2026 |
| RMR Wealth Builders | History | Added to | 152,237 | 16,159 | 1.27% | 1.23% | 200 | +8,186 | 5.68% | Q1 2026 | Apr 22, 2026 |
| North Star Investment Management Corp. | History | Added to | 151,355 | 16,066 | 0.97% | 0.99% | 201 | +3,522 | 2.38% | Q1 2026 | Apr 23, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | Added to | 150,771 | 16,004 | 10.61% | 10.88% | 202 | +11 | 0.01% | Q1 2026 | May 04, 2026 |
| Horizon Investments, LLC | History | Added to | 150,604 | 15,900 | 0.18% | 0.09% | 203 | +85,978 | 133.04% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 143,880 | 15,303 | 0.02% | — | 204 | +143,880 | New | Q1 2026 | May 12, 2026 |
| UNIVEST FINANCIAL Corp | History | Added to | 143,747 | 15,258 | 0.86% | 0.78% | 205 | +6,608 | 4.82% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Reduced | 142,530 | 15,129 | 0.2% | 0.25% | 206 | -24,816 | -14.83% | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Added to | 141,346 | 15,003 | 0.99% | 0.93% | 207 | +11,312 | 8.7% | Q1 2026 | Apr 21, 2026 |
| First Financial Bank - Trust Division | History | Added to | 141,172 | 14,985 | 1.21% | 1.19% | 208 | +6,037 | 4.47% | Q1 2026 | Apr 01, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 140,890 | 14,955 | 2.93% | 3.04% | 209 | +2,356 | 1.7% | Q1 2026 | May 14, 2026 |
| Elm Partners Management LLC | History | Added to | 140,396 | 14,874 | 0.64% | 0.63% | 210 | +10,288 | 7.91% | Q1 2026 | May 13, 2026 |
| Towercrest Capital Management | History | Added to | 139,953 | 14,856 | 2.31% | 2.27% | 211 | +5,657 | 4.21% | Q1 2026 | May 01, 2026 |
| Chesley Taft & Associates LLC | History | Reduced | 139,393 | 14,796 | 0.62% | 0.6% | 212 | -2,410 | -1.7% | Q1 2026 | Apr 13, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 137,938 | 14,642 | 1.03% | 1.07% | 213 | -447 | -0.32% | Q1 2026 | May 12, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | Reduced | 137,329 | 14,577 | 1.06% | 1.25% | 214 | -18,650 | -11.96% | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Added to | 136,864 | 14,528 | 1.63% | 0.92% | 215 | +62,623 | 84.35% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 136,015 | 14,438 | 0.04% | 0.04% | 216 | -2,623 | -1.89% | Q1 2026 | May 13, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 135,950 | 14,431 | 1.16% | 1.2% | 217 | +1,872 | 1.4% | Q1 2026 | May 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 135,674 | 14,401 | 0.15% | 0.17% | 218 | -18,472 | -11.98% | Q1 2026 | May 11, 2026 |
| Alley Investment Management Company, LLC | History | Added to | 134,039 | 14,228 | 1.73% | 1.64% | 219 | +2,928 | 2.23% | Q1 2026 | Apr 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 133,555 | 14,176 | 0.2% | 0.2% | 220 | -2,534 | -1.86% | Q1 2026 | May 01, 2026 |
| Compound Planning, Inc. | History | Added to | 133,357 | 14,155 | 0.43% | 0.19% | 221 | +73,240 | 121.83% | Q1 2026 | May 14, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 133,225 | 14,141 | 2.68% | 2.51% | 222 | +9,512 | 7.69% | Q1 2026 | Apr 09, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | Reduced | 133,184 | 14,137 | 1.22% | 1.27% | 223 | -5,538 | -3.99% | Q1 2026 | May 06, 2026 |
| Brooklyn FI, LLC | History | Reduced | 132,603 | 14,075 | 2.96% | 3.2% | 224 | -6,961 | -4.99% | Q1 2026 | May 11, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 131,357 | 14,069 | 2.98% | 2.98% | 225 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Single Point Partners, LLC | History | Added to | 129,797 | 13,777 | 2.74% | 2.74% | 226 | +266 | 0.21% | Q1 2026 | Apr 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 128,303 | 13,742 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 126,597 | 13,438 | 0.0% | 0.0% | 228 | +14,001 | 12.43% | Q1 2026 | May 06, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | Added to | 125,778 | 13,351 | 12.39% | 11.7% | 229 | +8,562 | 7.3% | Q1 2026 | Apr 24, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 124,010 | 13,163 | 7.55% | 6.31% | 230 | +28,804 | 30.25% | Q1 2026 | Apr 23, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 122,698 | 13,024 | 1.07% | 1.11% | 231 | -1,936 | -1.55% | Q1 2026 | May 06, 2026 |
| Ellevest, Inc. | History | Added to | 122,531 | 13,006 | 1.81% | 1.64% | 232 | +11,829 | 10.69% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Added to | 122,041 | 12,954 | 0.12% | 0.16% | 233 | +672 | 0.55% | Q1 2026 | May 06, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 121,903 | 12,941 | 3.2% | 3.67% | 234 | -29,586 | -19.53% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 120,918 | 12,835 | 0.16% | 0.15% | 235 | +5,746 | 4.99% | Q1 2026 | Apr 20, 2026 |
| &PARTNERS | History | Reduced | 117,712 | 12,488 | 0.06% | 0.07% | 236 | -7,602 | -6.07% | Q1 2026 | May 15, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 117,514 | 12,474 | 4.18% | 4.13% | 237 | +1,419 | 1.22% | Q1 2026 | May 05, 2026 |
| Tyche Wealth Partners LLC | History | Added to | 116,919 | 12,410 | 1.91% | 1.78% | 238 | +12,020 | 11.46% | Q1 2026 | May 06, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 116,628 | 12,380 | 0.18% | 0.22% | 239 | -7,814 | -6.28% | Q1 2026 | May 11, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 116,606 | 12,377 | 3.04% | 2.9% | 240 | +8,141 | 7.51% | Q1 2026 | Apr 03, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 115,165 | 12,224 | 0.05% | 0.04% | 241 | -4,675 | -3.9% | Q1 2026 | Apr 30, 2026 |
| Waverly Advisors, LLC | History | Reduced | 114,968 | 12,203 | 0.09% | 0.1% | 242 | -2,517 | -2.14% | Q1 2026 | May 15, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 113,782 | 12,077 | 0.78% | 0.74% | 243 | +2,430 | 2.18% | Q1 2026 | Apr 27, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 112,771 | 11,970 | 1.55% | 1.87% | 244 | -35,979 | -24.19% | Q1 2026 | Apr 10, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 112,382 | 11,929 | 2.06% | 2.1% | 245 | +3,693 | 3.4% | Q1 2026 | Apr 08, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 112,322 | 11,923 | 0.63% | 0.82% | 246 | -60,291 | -34.93% | Q1 2026 | Apr 28, 2026 |
| Rinkey Investments | History | Added to | 111,456 | 11,831 | 3.03% | 2.37% | 247 | +24,452 | 28.1% | Q1 2026 | May 11, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Added to | 111,348 | 11,819 | 0.43% | 0.33% | 248 | +10,228 | 10.11% | Q1 2026 | May 13, 2026 |
| Skyline Advisors, Inc. | History | Reduced | 109,228 | 11,594 | 4.04% | 4.02% | 249 | -3,120 | -2.78% | Q1 2026 | Apr 20, 2026 |
| AlTi Global, Inc. | History | Reduced | 108,508 | 11,518 | 0.25% | 0.25% | 250 | -982 | -0.9% | Q1 2026 | May 07, 2026 |
| Veery Capital, LLC | History | Reduced | 108,068 | 11,471 | 3.52% | 3.7% | 251 | -4,421 | -3.93% | Q1 2026 | Apr 09, 2026 |
| Diversified Enterprises, LLC | History | Added to | 107,875 | 11,450 | 0.63% | 0.68% | 252 | +655 | 0.61% | Q1 2026 | May 14, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 107,021 | 11,360 | 1.14% | 1.05% | 253 | +8,262 | 8.37% | Q1 2026 | Apr 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 104,171 | 11,150 | 0.2% | 0.33% | 254 | +38,625 | 58.93% | Q1 2026 | May 01, 2026 |
| Apeiron RIA LLC | History | Added to | 104,621 | 11,105 | 2.57% | 2.24% | 255 | +1,660 | 1.61% | Q1 2026 | Apr 27, 2026 |
| BTC Capital Management, Inc. | History | Added to | 104,038 | 11,061 | 0.75% | 0.71% | 256 | +9,361 | 9.89% | Q1 2026 | Apr 20, 2026 |
| Aquire Wealth Advisors, LLC | History | Reduced | 103,929 | 11,032 | 2.9% | 2.94% | 257 | -1,535 | -1.46% | Q1 2026 | Apr 10, 2026 |
| Regal Investment Advisors LLC | History | Added to | 103,778 | 11,016 | 0.64% | 0.6% | 258 | +9,446 | 10.01% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 103,710 | 11,008 | 0.13% | 0.13% | 259 | -685 | -0.66% | Q1 2026 | May 15, 2026 |
| Martel Wealth Advisors LLC | History | Added to | 103,592 | 10,996 | 1.87% | 1.85% | 260 | +2,640 | 2.62% | Q1 2026 | May 01, 2026 |
| OKABENA INVESTMENT SERVICES INC | History | Added to | 102,594 | 10,890 | 2.1% | 1.77% | 261 | +16,137 | 18.66% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | Added to | 101,343 | 10,757 | 0.37% | 0.21% | 262 | +47,685 | 88.87% | Q1 2026 | May 06, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 99,281 | 10,677 | 0.72% | 0.72% | 263 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 100,580 | 10,676 | 0.85% | 0.71% | 264 | +30,724 | 43.98% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Added to | 100,360 | 10,653 | 0.12% | 0.12% | 265 | +1,235 | 1.25% | Q1 2026 | May 05, 2026 |
| WealthCollab, LLC | History | Added to | 100,225 | 10,638 | 4.38% | 4.09% | 266 | +6,830 | 7.31% | Q1 2026 | May 13, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 99,992 | 10,614 | 0.41% | 0.41% | 267 | +8,086 | 8.8% | Q1 2026 | May 07, 2026 |
| Summit Financial, LLC | History | Added to | 99,163 | 10,526 | 0.13% | 0.13% | 268 | +17,655 | 21.66% | Q1 2026 | May 15, 2026 |
| Horiko Capital Management LLC | History | Reduced | 98,600 | 10,466 | 2.41% | 2.64% | 269 | -13,300 | -11.89% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 97,569 | 10,356 | 0.15% | 0.15% | 270 | +11,634 | 13.54% | Q1 2026 | Apr 10, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 97,013 | 10,297 | 0.33% | 0.33% | 271 | +1,137 | 1.19% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 95,665 | 10,154 | 0.1% | 0.11% | 272 | -995 | -1.03% | Q1 2026 | Apr 13, 2026 |
| Heritage Wealth Management, Inc./Texas | History | Added to | 95,192 | 10,104 | 4.32% | 4.21% | 273 | +4,528 | 4.99% | Q1 2026 | May 06, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 95,105 | 10,095 | 0.9% | 0.9% | 274 | +22,573 | 31.12% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 94,700 | 10,052 | 0.02% | 0.02% | 275 | -34,150 | -26.5% | Q1 2026 | May 14, 2026 |
| BSW Wealth Partners | History | Reduced | 94,636 | 10,045 | 1.23% | 1.28% | 276 | -4,718 | -4.75% | Q1 2026 | Apr 14, 2026 |
| Smith & Howard Wealth Management, LLC | History | Added to | 94,512 | 10,032 | 2.17% | 2.22% | 277 | +2,162 | 2.34% | Q1 2026 | Apr 27, 2026 |
| Weitzel Financial Services, Inc. | History | Added to | 93,460 | 9,930 | 3.74% | 3.84% | 278 | +897 | 0.97% | Q1 2026 | Apr 29, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 92,695 | 9,839 | 1.3% | 1.27% | 279 | +8,968 | 10.71% | Q1 2026 | Apr 13, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 91,210 | 9,681 | 0.81% | 0.67% | 280 | +16,299 | 21.76% | Q1 2026 | Apr 20, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 90,912 | 9,650 | 0.11% | 0.11% | 281 | -3,421 | -3.63% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Reduced | 90,555 | 9,612 | 0.27% | 0.27% | 282 | -170 | -0.19% | Q1 2026 | May 04, 2026 |
| Ullmann Wealth Partners Group, LLC | History | Reduced | 90,395 | 9,595 | 1.0% | 1.05% | 283 | -3,568 | -3.8% | Q1 2026 | Apr 13, 2026 |
| BIP Wealth, LLC | History | Reduced | 89,537 | 9,504 | 0.39% | 0.34% | 284 | -37 | -0.04% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 89,483 | 9,498 | 0.11% | 0.11% | 285 | +8,867 | 11.0% | Q1 2026 | May 01, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Added to | 89,186 | 9,467 | 1.37% | 1.33% | 286 | +3,278 | 3.82% | Q1 2026 | May 13, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 88,706 | 9,442 | 0.57% | 0.58% | 287 | -1,194 | -1.33% | Q1 2026 | Apr 07, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 88,144 | 9,356 | 0.32% | 0.32% | 288 | +4,886 | 5.87% | Q1 2026 | Apr 20, 2026 |
| Alliance Wealth Management Group | History | Added to | 87,894 | 9,329 | 2.04% | 1.99% | 289 | +3,328 | 3.94% | Q1 2026 | Apr 29, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 86,822 | 9,288 | 0.12% | 0.12% | 290 | +511 | 0.59% | Q1 2026 | May 06, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 87,338 | 9,270 | 0.59% | 0.59% | 291 | +513 | 0.59% | Q1 2026 | Apr 14, 2026 |
| May Hill Capital, LLC | History | Added to | 87,318 | 9,268 | 2.33% | 2.04% | 292 | +16,757 | 23.75% | Q1 2026 | May 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 85,564 | 9,155 | 0.52% | 0.45% | 293 | +13,632 | 18.95% | Q1 2026 | Apr 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 85,630 | 9,089 | 0.13% | 0.15% | 294 | -2,635 | -2.99% | Q1 2026 | May 13, 2026 |
| Harbor Group, Inc. | History | Reduced | 85,485 | 9,074 | 1.31% | 1.39% | 295 | -1,527 | -1.75% | Q1 2026 | Apr 10, 2026 |
| Aspen Wealth Management LLC | History | Added to | 85,173 | 9,041 | 1.8% | 0.43% | 296 | +66,261 | 350.36% | Q1 2026 | Apr 01, 2026 |
| BCO Wealth Management LLC | History | Added to | 84,975 | 9,020 | 5.42% | 5.14% | 297 | +6,726 | 8.6% | Q1 2026 | Apr 16, 2026 |
| SOL Capital Management CO | History | Added to | 86,198 | 8,998 | 4.37% | 0.13% | 298 | +72,858 | 546.16% | Q1 2026 | Apr 24, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 84,626 | 8,983 | 1.06% | 0.96% | 299 | +3,948 | 4.89% | Q1 2026 | May 11, 2026 |
| Orin Green Financial, LLC | History | Reduced | 84,419 | 8,961 | 3.68% | 3.81% | 300 | -4,576 | -5.14% | Q1 2026 | Apr 29, 2026 |