iSHARES TRUST - NYF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 1,112,829 | 59,113 | 0.23% | — | 1 | +1,112,829 | New | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Added to | 870,764 | 46,254 | 0.0% | 0.0% | 2 | +324,136 | 59.3% | Q1 2026 | May 15, 2026 |
| High Probability Advisors, LLC | History | Added to | 775,203 | 41,178 | 5.27% | 4.49% | 3 | +145,357 | 23.08% | Q1 2026 | Apr 10, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 763,210 | 40,541 | 0.0% | 0.0% | 4 | +87,081 | 12.88% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 579,232 | 30,768 | 0.03% | 0.03% | 5 | +27,553 | 4.99% | Q1 2026 | May 05, 2026 |
| Facet Wealth, Inc. | History | Added to | 522,876 | 27,775 | 0.48% | 0.48% | 6 | +15,112 | 2.98% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Reduced | 466,514 | 24,781 | 0.0% | 0.0% | 7 | -8,083 | -1.7% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 461,036 | 24,490 | 0.62% | 0.6% | 8 | +25,582 | 5.87% | Q1 2026 | May 13, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 350,771 | 18,632 | 1.96% | 1.72% | 9 | +56,800 | 19.32% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 334,772 | 17,783 | 0.01% | 0.01% | 10 | +11,688 | 3.62% | Q1 2026 | Apr 30, 2026 |
| SATOVSKY ASSET MANAGEMENT LLC | History | Reduced | 314,060 | 16,682 | 2.94% | 3.36% | 11 | -9,812 | -3.03% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 248,730 | 13,212 | 0.0% | 0.0% | 12 | +32,456 | 15.01% | Q1 2026 | May 04, 2026 |
| Klingman & Associates, LLC | History | Added to | 239,875 | 12,742 | 0.61% | 0.61% | 13 | +4,119 | 1.75% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 226,207 | 12,015 | 0.01% | 0.01% | 14 | +19,263 | 9.31% | Q1 2026 | May 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 224,926 | 11,948 | 0.13% | 0.14% | 15 | -17,412 | -7.19% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 223,119 | 11,852 | 0.16% | 0.21% | 16 | -48,836 | -17.96% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Added to | 205,111 | 10,895 | 0.0% | 0.0% | 17 | +53,973 | 35.71% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 192,084 | 10,185 | 0.0% | 0.0% | 18 | +17,172 | 9.82% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 166,549 | 8,847 | 0.01% | 0.01% | 19 | +12,462 | 8.09% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 161,323 | 8,569 | 0.02% | 0.02% | 20 | +5,115 | 3.27% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 151,927 | 8,070 | 0.0% | 0.0% | 21 | +83,191 | 121.03% | Q1 2026 | May 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 143,376 | 7,616 | 0.06% | 0.04% | 22 | +35,221 | 32.57% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 131,285 | 6,973 | 0.0% | 0.0% | 23 | +61,023 | 86.85% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 122,012 | 6,481 | 0.01% | 0.01% | 24 | +6,218 | 5.37% | Q1 2026 | Apr 27, 2026 |
| MYECFO, LLC | History | Reduced | 119,530 | 6,349 | 2.66% | 2.85% | 25 | -5,760 | -4.6% | Q1 2026 | Apr 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 113,457 | 6,071 | 0.0% | 0.0% | 26 | +13,988 | 14.06% | Q1 2026 | May 15, 2026 |
| Note Advisors, LLC | History | Added to | 96,345 | 5,117 | 2.56% | 2.61% | 27 | +1,741 | 1.84% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 96,274 | 5,095 | 0.0% | 0.0% | 28 | +11,594 | 13.69% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 95,611 | 5,078 | 0.17% | 0.16% | 29 | +11,441 | 13.59% | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | Reduced | 95,210 | 5,057 | 0.33% | 0.35% | 30 | -5,265 | -5.24% | Q1 2026 | Apr 28, 2026 |
| Whitegate Investment Counselors, Inc. | History | Added to | 94,080 | 4,997 | 1.59% | 1.53% | 31 | +2,490 | 2.72% | Q1 2026 | Apr 27, 2026 |
| ARROW FINANCIAL CORP | History | Reduced | 86,120 | 4,574 | 0.46% | 0.47% | 32 | -2,351 | -2.66% | Q1 2026 | May 11, 2026 |
| BAILARD, INC. | History | Reduced | 85,971 | 4,566 | 0.1% | 0.11% | 33 | -3,215 | -3.6% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 76,546 | 4,066 | 0.01% | 0.01% | 34 | -10,411 | -11.97% | Q1 2026 | May 06, 2026 |
| James J. Burns & Company, LLC | History | Added to | 72,276 | 3,839 | 0.52% | 0.39% | 35 | +19,280 | 36.38% | Q1 2026 | Apr 17, 2026 |
| Retirement Planning Group, LLC | History | No change | 68,083 | 3,616 | 0.11% | 0.12% | 36 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 67,777 | 3,600 | 0.0% | 0.0% | 37 | -12,637 | -15.71% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 67,744 | 3,598 | 0.0% | 0.0% | 38 | -11,325 | -14.32% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 64,502 | 3,426 | 0.01% | 0.0% | 39 | +57,860 | 871.12% | Q1 2026 | May 15, 2026 |
| ALTFEST L J & CO INC | History | Added to | 63,024 | 3,347 | 0.36% | 0.26% | 40 | +19,259 | 44.01% | Q1 2026 | Apr 28, 2026 |
| SOA Wealth Advisors, LLC. | History | Added to | 59,144 | 3,141 | 0.59% | 0.53% | 41 | +111 | 0.19% | Q1 2026 | May 20, 2026 |
| Wedmont Private Capital | History | Added to | 58,562 | 3,126 | 0.1% | 0.1% | 42 | +5,772 | 10.93% | Q1 2026 | Apr 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 58,362 | 3,100 | 0.17% | 0.17% | 43 | +31,210 | 114.95% | Q1 2026 | Apr 22, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 57,745 | 3,067 | 0.32% | 0.32% | 44 | -480 | -0.82% | Q1 2026 | May 12, 2026 |
| DURANTE & WATERS, LLC | History | Added to | 57,294 | 3,043 | 2.2% | 2.11% | 45 | +834 | 1.48% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 56,983 | 3,026 | 0.01% | 0.01% | 46 | +1,682 | 3.04% | Q1 2026 | Apr 30, 2026 |
| Carnegie Investment Counsel | History | Added to | 55,891 | 2,968 | 0.06% | 0.05% | 47 | +1,837 | 3.4% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 54,321 | 2,885 | 0.0% | 0.0% | 48 | +33,185 | 157.01% | Q1 2026 | May 11, 2026 |
| Magnus Financial Group LLC | History | Reduced | 50,302 | 2,672 | 0.22% | 0.24% | 49 | -7,833 | -13.47% | Q1 2026 | Apr 10, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 49,726 | 2,641 | 0.0% | 0.0% | 50 | -1,309 | -2.56% | Q1 2026 | May 15, 2026 |
| Equita Financial Network, Inc. | History | Added to | 49,278 | 2,617 | 0.82% | 0.79% | 51 | +73 | 0.15% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 47,043 | 2,498 | 0.0% | 0.0% | 52 | +7,439 | 18.78% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 46,642 | 2,494 | 0.0% | 0.0% | 53 | +12,634 | 37.15% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 45,135 | 2,397 | 0.03% | 0.03% | 54 | -869 | -1.89% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 44,923 | 2,386 | 0.01% | 0.01% | 55 | +14,136 | 45.92% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 44,534 | 2,365 | 0.01% | 0.0% | 56 | +5,856 | 15.14% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Added to | 42,642 | 2,265 | 0.07% | 0.06% | 57 | +7,059 | 19.84% | Q1 2026 | May 14, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 38,810 | 2,061 | 1.22% | 1.2% | 58 | -1,191 | -2.98% | Q1 2026 | Apr 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 38,673 | 2,054 | 0.0% | 0.0% | 59 | +33,455 | 641.15% | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 37,691 | 2,002 | 0.86% | 1.05% | 60 | -10,964 | -22.53% | Q1 2026 | Apr 28, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 34,968 | 1,857 | 0.0% | 0.0% | 61 | +18,418 | 111.29% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 33,760 | 1,793 | 0.0% | 0.01% | 62 | -4,633 | -12.07% | Q1 2026 | Apr 30, 2026 |
| Level Financial Advisors | History | Reduced | 32,800 | 1,742 | 0.44% | 0.51% | 63 | -3,124 | -8.7% | Q1 2026 | Apr 10, 2026 |
| Astoria Strategic Wealth, Inc. | History | Added to | 32,220 | 1,711 | 0.43% | 0.41% | 64 | +1,560 | 5.09% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 31,331 | 1,664 | 0.0% | 0.0% | 65 | +9,476 | 43.36% | Q1 2026 | May 14, 2026 |
| Perennial Advisors, LLC | History | Added to | 29,975 | 1,592 | 0.27% | 0.24% | 66 | +3,105 | 11.56% | Q1 2026 | Apr 13, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 29,899 | 1,588 | 0.01% | 0.01% | 67 | +15,472 | 107.24% | Q1 2026 | May 01, 2026 |
| Francis Financial, Inc. | History | Reduced | 28,660 | 1,522 | 0.28% | 0.42% | 68 | -11,373 | -28.41% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 27,636 | 1,471 | 0.0% | 0.0% | 69 | +13,397 | 94.09% | Q1 2026 | Apr 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 27,225 | 1,446 | 0.0% | 0.0% | 70 | +4,147 | 17.97% | Q1 2026 | May 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 27,065 | 1,437 | 0.06% | 0.05% | 71 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 25,703 | 1,365 | 0.24% | 0.24% | 72 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 25,306 | 1,345 | 0.0% | — | 73 | +25,306 | New | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 25,181 | 1,337 | 0.0% | 0.0% | 74 | +10,683 | 73.69% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 25,223 | 1,334 | 0.0% | 0.0% | 75 | +14,973 | 146.08% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 25,077 | 1,334 | 0.0% | 0.0% | 76 | +5,920 | 30.9% | Q1 2026 | May 15, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Added to | 25,008 | 1,328 | 0.24% | 0.25% | 77 | +235 | 0.95% | Q1 2026 | Apr 13, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Added to | 24,479 | 1,300 | 0.11% | 0.09% | 78 | +4,360 | 21.67% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 24,375 | 1,294 | 0.0% | 0.0% | 79 | -657 | -2.62% | Q1 2026 | May 04, 2026 |
| Trust Co | History | Added to | 24,263 | 1,288 | 0.12% | 0.12% | 80 | +63 | 0.26% | Q1 2026 | Apr 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 23,993 | 1,274 | 0.01% | 0.01% | 81 | +1,090 | 4.76% | Q1 2026 | Apr 24, 2026 |
| CORA CAPITAL ADVISORS LLC | History | New | 23,700 | 1,258 | 0.42% | — | 82 | +23,700 | New | Q1 2026 | Apr 17, 2026 |
| BRIGHTON SECURITIES CORP. | History | Reduced | 23,553 | 1,251 | 0.6% | 0.64% | 83 | -777 | -3.19% | Q1 2026 | Apr 29, 2026 |
| Empower Advisory Group, LLC | History | Added to | 22,285 | 1,183 | 0.0% | 0.0% | 84 | +3,380 | 17.88% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 21,884 | 1,162 | 1.0% | 1.02% | 85 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 21,844 | 1,160 | 0.0% | 0.0% | 86 | +18 | 0.08% | Q1 2026 | May 14, 2026 |
| Members Advisory Group LLC | History | Added to | 21,542 | 1,144 | 0.39% | 0.41% | 87 | +1,276 | 6.3% | Q1 2026 | May 05, 2026 |
| Indivisible Partners | History | Added to | 21,113 | 1,121 | 0.1% | 0.07% | 88 | +8,806 | 71.55% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 20,036 | 1,076 | 0.02% | 0.03% | 89 | +25 | 0.12% | Q1 2026 | May 04, 2026 |
| PROFFITT & GOODSON INC | History | Added to | 19,350 | 1,027 | 0.16% | 0.14% | 90 | +680 | 3.64% | Q1 2026 | May 06, 2026 |
| Cresset Asset Management, LLC | History | New | 18,150 | 964 | 0.0% | — | 91 | +18,150 | New | Q1 2026 | May 15, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 18,087 | 960 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | New | 16,656 | 884 | 0.0% | — | 95 | +16,656 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 16,656 | 884 | 0.03% | 0.03% | 94 | -936 | -5.32% | Q1 2026 | May 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 16,530 | 884 | 0.01% | 0.01% | 93 | +913 | 5.85% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 15,902 | 844 | 0.0% | 0.0% | 96 | +321 | 2.06% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | No change | 15,445 | 820 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 14,998 | 797 | 0.0% | 0.0% | 98 | +4,085 | 37.43% | Q1 2026 | May 15, 2026 |
| Rockbridge Investment Management, LCC | History | Reduced | 14,650 | 778 | 0.07% | 0.08% | 99 | -922 | -5.92% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 14,556 | 773 | 0.0% | 0.0% | 100 | -10,083 | -40.92% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 14,044 | 746 | 0.01% | — | 102 | +14,044 | New | Q1 2026 | May 13, 2026 |
| DOPKINS WEALTH MANAGEMENT, LLC | History | Added to | 14,044 | 746 | 0.3% | 0.3% | 101 | +333 | 2.43% | Q1 2026 | Apr 20, 2026 |
| Hamilton Wealth, LLC | History | Added to | 14,020 | 744 | 0.05% | 0.05% | 103 | +8,805 | 168.84% | Q1 2026 | May 18, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 13,864 | 736 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 13,840 | 735 | 0.0% | — | 105 | +13,840 | New | Q1 2026 | May 13, 2026 |
| Brio Consultants, LLC | History | Added to | 13,130 | 701 | 0.09% | 0.07% | 106 | +3,236 | 32.71% | Q1 2026 | May 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 12,934 | 685 | 0.01% | — | 107 | +12,934 | New | Q1 2026 | May 12, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | New | 12,304 | 653 | 0.07% | — | 108 | +12,304 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Advisory, LLC | History | New | 12,144 | 645 | 0.06% | — | 109 | +12,144 | New | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Added to | 11,948 | 634 | 0.0% | 0.0% | 110 | +243 | 2.08% | Q1 2026 | May 05, 2026 |
| McNamara Financial Services, Inc. | History | No change | 11,337 | 602 | 0.11% | 0.11% | 111 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 11,300 | 600 | 0.08% | — | 112 | +11,300 | New | Q1 2026 | May 18, 2026 |
| GLR Partners, LLC | History | New | 11,048 | 586 | 0.32% | — | 113 | +11,048 | New | Q1 2026 | May 13, 2026 |
| CONQUIS FINANCIAL LLC | History | Reduced | 10,852 | 582 | 0.48% | 0.59% | 114 | -1,959 | -15.29% | Q1 2026 | May 07, 2026 |
| SUTTON PLACE INVESTORS LLC | History | Added to | 10,891 | 578 | 0.32% | 0.2% | 115 | +3,953 | 56.98% | Q1 2026 | Apr 22, 2026 |
| Apella Capital, LLC | History | Added to | 10,632 | 571 | 0.01% | 0.01% | 116 | +280 | 2.7% | Q1 2026 | Apr 20, 2026 |
| Farrell Financial LLC | History | Reduced | 10,722 | 569 | 0.34% | 0.47% | 117 | -4,163 | -27.97% | Q1 2026 | Apr 13, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 10,559 | 565 | 0.11% | 0.11% | 118 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 10,199 | 541 | 0.0% | 0.0% | 120 | +860 | 9.21% | Q1 2026 | May 14, 2026 |
| Orange Investment Advisors, Inc. | History | No change | 10,203 | 541 | 0.07% | 0.06% | 119 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 10,175 | 540 | 0.01% | 0.01% | 121 | -144 | -1.4% | Q1 2026 | Apr 09, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 10,000 | 531 | 0.08% | 0.08% | 122 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Hudson Oak Wealth Advisory LLC | History | Added to | 9,679 | 514 | 0.45% | 0.44% | 123 | +368 | 3.95% | Q1 2026 | Apr 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 9,631 | 511 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | No change | 9,618 | 510 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 9,565 | 508 | 0.01% | — | 126 | +9,565 | New | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | No change | 9,237 | 490 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 9,135 | 485 | 0.18% | 0.09% | 128 | +4,366 | 91.55% | Q1 2026 | May 08, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 9,066 | 481 | 0.01% | 0.0% | 129 | +5,272 | 138.96% | Q1 2026 | May 08, 2026 |
| DUTCH ASSET Corp | History | Added to | 8,950 | 475 | 0.32% | 0.25% | 130 | +2,857 | 46.89% | Q1 2026 | May 08, 2026 |
| Independent Wealth Network Inc. | History | Reduced | 8,849 | 470 | 0.14% | 0.14% | 131 | -16 | -0.18% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 8,806 | 467 | 0.01% | 0.01% | 132 | +227 | 2.65% | Q1 2026 | Apr 28, 2026 |
| 21 West Wealth Management LLC | History | Added to | 8,472 | 450 | 0.42% | 0.33% | 133 | +1,761 | 26.24% | Q1 2026 | Apr 15, 2026 |
| Dakota Wealth Management | History | No change | 8,275 | 439 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 8,250 | 438 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 7,838 | 416 | 0.18% | 0.19% | 136 | -339 | -4.15% | Q1 2026 | Apr 24, 2026 |
| Compass Planning Associates Inc | History | New | 7,541 | 400 | 0.26% | — | 137 | +7,541 | New | Q1 2026 | Apr 21, 2026 |
| Fort Point Capital Partners LLC | History | Reduced | 7,478 | 397 | 0.05% | 0.18% | 138 | -22,028 | -74.66% | Q1 2026 | May 14, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 7,372 | 391 | 0.06% | 0.06% | 139 | +37 | 0.5% | Q1 2026 | Apr 20, 2026 |
| Sterling Investment Counsel, LLC | History | Reduced | 7,338 | 389 | 0.11% | 0.32% | 140 | -13,695 | -65.11% | Q1 2026 | Apr 16, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 7,269 | 388 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | No change | 7,290 | 387 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 7,226 | 383 | 0.02% | 0.02% | 143 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MATAURO, LLC | History | Added to | 6,919 | 367 | 0.05% | 0.04% | 144 | +1,532 | 28.44% | Q1 2026 | Apr 22, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 6,819 | 362 | 0.01% | 0.01% | 145 | +742 | 12.21% | Q1 2026 | May 11, 2026 |
| ST GERMAIN D J CO INC | History | No change | 6,793 | 360 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 6,733 | 357 | 0.13% | 0.17% | 147 | -2,653 | -28.27% | Q1 2026 | May 12, 2026 |
| LVW Advisors, LLC | History | Added to | 6,369 | 338 | 0.03% | 0.02% | 148 | +2,588 | 68.45% | Q1 2026 | Apr 20, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | No change | 6,379 | 338 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 6,300 | 334 | 0.01% | 0.02% | 150 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Opal Wealth Advisors, LLC | History | Reduced | 6,151 | 326 | 0.07% | 0.55% | 152 | -33,441 | -84.46% | Q1 2026 | Apr 14, 2026 |
| CNB Bank | History | No change | 6,139 | 326 | 0.14% | 0.13% | 151 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,121 | 325 | 0.0% | 0.0% | 153 | +175 | 2.94% | Q1 2026 | May 14, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 6,117 | 324 | 0.03% | 0.04% | 154 | -2,086 | -25.43% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 6,100 | 324 | 0.02% | 0.02% | 155 | +729 | 13.57% | Q1 2026 | Apr 10, 2026 |
| Dentgroup LLC | History | No change | 5,923 | 316 | 0.22% | 0.22% | 156 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Nemes Rush Group LLC | History | Added to | 5,932 | 315 | 0.03% | 0.02% | 157 | +1,276 | 27.41% | Q1 2026 | Apr 21, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 5,800 | 308 | 0.03% | — | 159 | +5,800 | New | Q1 2026 | Apr 08, 2026 |
| Baird Financial Group, Inc. | History | No change | 5,803 | 308 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 5,758 | 305 | 0.17% | 0.04% | 160 | -11,621 | -66.87% | Q1 2026 | Apr 14, 2026 |
| COURIER CAPITAL LLC | History | New | 5,757 | 305 | 0.02% | — | 161 | +5,757 | New | Q1 2026 | Apr 23, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 5,724 | 304 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 5,640 | 300 | 0.0% | — | 163 | +5,640 | New | Q1 2026 | May 15, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 5,369 | 285 | 0.04% | — | 164 | +5,369 | New | Q1 2026 | Apr 17, 2026 |
| Peck Wealth Management, LLC | History | Added to | 5,275 | 280 | 0.28% | 0.17% | 165 | +1,975 | 59.85% | Q1 2026 | May 13, 2026 |
| Avestar Capital, LLC | History | New | 5,270 | 279 | 0.02% | — | 166 | +5,270 | New | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 5,234 | 278 | 0.01% | 0.01% | 167 | +753 | 16.8% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 5,107 | 271 | 0.0% | 0.0% | 168 | +325 | 6.8% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Reduced | 5,079 | 269 | 0.0% | 0.0% | 170 | -236 | -4.44% | Q1 2026 | May 05, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 5,071 | 269 | 0.01% | 0.01% | 169 | +130 | 2.63% | Q1 2026 | May 08, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 5,074 | 269 | 0.05% | 0.06% | 171 | +3 | 0.06% | Q1 2026 | May 14, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | Added to | 4,760 | 252 | 0.2% | 0.17% | 173 | +650 | 15.82% | Q1 2026 | Apr 16, 2026 |
| Astra Wealth Partners LLC | History | No change | 4,751 | 252 | 0.15% | 0.15% | 172 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Revolve Wealth Partners, LLC | History | Reduced | 4,742 | 251 | 0.03% | 0.19% | 174 | -24,803 | -83.95% | Q1 2026 | Apr 10, 2026 |
| Evanson Asset Management, LLC | History | Added to | 4,696 | 249 | 0.01% | 0.01% | 175 | +24 | 0.51% | Q1 2026 | Apr 08, 2026 |
| Modera Wealth Management, LLC | History | New | 4,557 | 242 | 0.0% | — | 176 | +4,557 | New | Q1 2026 | May 06, 2026 |
| Graney & King, LLC | History | Reduced | 4,489 | 238 | 0.13% | 0.14% | 177 | -58 | -1.28% | Q1 2026 | May 18, 2026 |
| Principle Wealth Partners LLC | History | New | 4,467 | 237 | 0.01% | — | 178 | +4,467 | New | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | No change | 4,385 | 232 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Amplius Wealth Advisors, LLC | History | New | 4,350 | 231 | 0.02% | — | 180 | +4,350 | New | Q1 2026 | Apr 13, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 4,244 | 225 | 0.0% | — | 181 | +4,244 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 4,211 | 223 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,185 | 222 | 0.0% | 0.0% | 183 | +226 | 5.71% | Q1 2026 | Apr 07, 2026 |
| Brookwood Investment Group LLC | History | No change | 4,141 | 219 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Chesley Taft & Associates LLC | History | New | 4,100 | 217 | 0.01% | — | 186 | +4,100 | New | Q1 2026 | Apr 13, 2026 |
| Olde Wealth Management, LLC | History | No change | 4,091 | 217 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| First Affirmative Financial Network | History | New | 4,046 | 214 | 0.08% | — | 187 | +4,046 | New | Q1 2026 | May 11, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 4,000 | 212 | 0.06% | 0.07% | 188 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| North Star Investment Management Corp. | History | Added to | 3,950 | 209 | 0.01% | 0.01% | 189 | +1,900 | 92.68% | Q1 2026 | Apr 23, 2026 |
| SEVEN MILE ADVISORY | History | No change | 3,917 | 208 | 0.15% | 0.04% | 190 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Praetorian Wealth Management, Inc. | History | New | 3,846 | 205 | 0.04% | — | 191 | +3,846 | New | Q1 2026 | Apr 09, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 3,800 | 201 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,515 | 188 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 3,313 | 176 | 0.01% | 0.01% | 194 | +17 | 0.52% | Q1 2026 | May 18, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 2,800 | 148 | 0.08% | 0.09% | 195 | +600 | 27.27% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,492 | 132 | 0.0% | 0.0% | 196 | -371 | -12.96% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 2,226 | 118 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,018 | 107 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 1,865 | 99 | 0.0% | — | 199 | +1,865 | New | Q1 2026 | May 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | New | 1,764 | 93 | 0.01% | — | 200 | +1,764 | New | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 1,725 | 91 | 0.0% | 0.0% | 201 | +13 | 0.76% | Q1 2026 | Apr 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 1,712 | 90 | 0.01% | 0.14% | 202 | -1,095,858 | -99.84% | Q1 2026 | May 12, 2026 |
| WealthShield Partners, LLC | History | No change | 1,677 | 89 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,491 | 79 | 0.0% | 0.0% | 204 | +7 | 0.47% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,476 | 78 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | New | 1,199 | 63 | 0.0% | — | 206 | +1,199 | New | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,110 | 58 | 0.0% | 0.0% | 207 | +345 | 45.1% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 750 | 39 | 0.0% | 0.0% | 208 | -750 | -50.0% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 547 | 29 | 0.0% | 0.0% | 209 | +151 | 38.13% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | New | 354 | 18 | 0.0% | — | 210 | +354 | New | Q1 2026 | May 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 90 | 4 | 0.0% | — | 211 | +90 | New | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 28 | 1 | 0.0% | — | 212 | +28 | New | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,808 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Trivium Point Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,488 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Northeast Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -5,513 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,124 | -100.0% | Q1 2026 | May 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,764 | -100.0% | Q1 2026 | May 06, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |