iSHARES TRUST - OEF
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 6,933,873 | 2,205,457 | 0.16% | 0.17% | 1 | -44,561 | -0.64% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,582,609 | 821,450 | 1.5% | 2.78% | 2 | +33,445 | 1.31% | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,174,537 | 672,306 | 0.32% | 0.46% | 3 | -7,857 | -0.36% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,654,511 | 509,936 | 0.03% | 0.06% | 4 | -1,136,812 | -40.73% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,282,727 | 407,997 | 0.02% | 0.05% | 5 | -1,273,096 | -49.81% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 1,213,570 | 386,000 | 0.1% | 0.42% | 6 | -3,316,699 | -73.21% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,128,725 | 359,013 | 0.04% | 0.05% | 7 | +18,184 | 1.64% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,039,893 | 330,758 | 0.37% | 0.41% | 8 | -2,399 | -0.23% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 853,087 | 271,341 | 0.05% | 0.06% | 9 | -59,239 | -6.49% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 798,500 | 253,978 | 0.2% | 0.15% | 10 | +496,800 | 164.67% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 791,923 | 251,887 | 1.09% | 1.19% | 11 | -30,934 | -3.76% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 715,414 | 227,551 | 1.06% | 0.72% | 12 | +11,910 | 1.69% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 689,493 | 219,307 | 0.03% | 0.04% | 13 | -36,525 | -5.03% | Q1 2026 | May 05, 2026 |
| Polar Asset Management Partners Inc. | History | New | 1,665,300 | 202,444 | 4.04% | — | 14 | +1,665,300 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 441,595 | 140,458 | 0.08% | 0.08% | 15 | +6,317 | 1.45% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 421,339 | 134,015 | 0.04% | 0.05% | 16 | -49,485 | -10.51% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 404,867 | 128,776 | 2.31% | 2.62% | 17 | -3,971 | -0.97% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 366,926 | 122,679 | 0.03% | 0.05% | 18 | -227,992 | -38.32% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 348,748 | 110,926 | 0.03% | 1.08% | 19 | -10,247,007 | -96.71% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 275,763 | 87,712 | 0.12% | 0.21% | 20 | -191,198 | -40.95% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 272,496 | 86,672 | 0.05% | 0.1% | 21 | -168,269 | -38.18% | Q1 2026 | May 07, 2026 |
| CM WEALTH ADVISORS LLC | History | Reduced | 241,705 | 76,879 | 16.37% | 19.16% | 22 | -5,587 | -2.26% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 226,754 | 72,125 | 0.01% | 0.02% | 23 | -71,299 | -23.92% | Q1 2026 | May 15, 2026 |
| SNS Financial Group, LLC | History | Added to | 221,694 | 70,514 | 6.08% | 6.23% | 24 | +10,868 | 5.15% | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 177,232 | 56,372 | 0.02% | 0.02% | 25 | -1,698 | -0.95% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 171,013 | 54,394 | 0.02% | 0.03% | 26 | +2,859 | 1.7% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 170,477 | 54,223 | 0.1% | 0.1% | 27 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 169,240 | 53,830 | 0.0% | 0.0% | 28 | +1,111 | 0.66% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 166,480 | 52,951 | 0.07% | 0.08% | 29 | -279 | -0.17% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 163,435 | 51,983 | 0.51% | 1.87% | 30 | -393,561 | -70.66% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Reduced | 162,861 | 51,673 | 0.06% | 0.09% | 31 | -61,551 | -27.43% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 155,867 | 49,576 | 0.13% | 1.11% | 32 | -1,034,925 | -86.91% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 154,985 | 49,295 | 0.76% | 0.84% | 33 | -6,042 | -3.75% | Q1 2026 | Apr 07, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 151,708 | 48,253 | 0.26% | 0.65% | 34 | -196,769 | -56.47% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 137,870 | 43,852 | 0.07% | 0.1% | 35 | -967 | -0.7% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 137,304 | 43,736 | 0.06% | 0.1% | 36 | -55,314 | -28.72% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 135,725 | 43,170 | 0.19% | 0.21% | 37 | -5,515 | -3.9% | Q1 2026 | May 07, 2026 |
| ALPS ADVISORS INC | History | Added to | 131,442 | 41,807 | 0.2% | 0.26% | 38 | +1,210 | 0.93% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 124,548 | 39,614 | 2.18% | 2.26% | 39 | -177 | -0.14% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 124,018 | 39,446 | 0.01% | 0.01% | 40 | +8,528 | 7.38% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 120,848 | 38,438 | 0.04% | 0.3% | 41 | -685,838 | -85.02% | Q1 2026 | May 13, 2026 |
| RIA Advisory Group LLC | History | Added to | 115,339 | 36,685 | 8.72% | 8.93% | 42 | +7,030 | 6.49% | Q1 2026 | Apr 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 114,129 | 36,300 | 0.29% | 0.5% | 43 | -9,281 | -7.52% | Q1 2026 | May 15, 2026 |
| Financial Partners Group, Inc | History | Reduced | 113,101 | 35,973 | 4.3% | 4.51% | 44 | -470 | -0.41% | Q1 2026 | Apr 10, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 100,856 | 32,079 | 1.7% | 1.93% | 45 | -2,027 | -1.97% | Q1 2026 | Apr 24, 2026 |
| Demars Financial Group, LLC | History | Reduced | 100,515 | 31,970 | 10.53% | 11.93% | 46 | -3,395 | -3.27% | Q1 2026 | Apr 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 96,188 | 30,594 | 0.16% | 0.28% | 47 | -54,091 | -35.99% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Added to | 94,791 | 30,150 | 0.05% | 0.03% | 48 | +32,649 | 52.54% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 94,029 | 29,907 | 0.62% | 0.81% | 49 | -11,087 | -10.55% | Q1 2026 | Apr 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 90,586 | 28,812 | 0.11% | 0.13% | 50 | -3,923 | -4.15% | Q1 2026 | May 11, 2026 |
| Financial Enhancement Group LLC | History | Added to | 82,383 | 28,811 | 3.57% | 3.47% | 51 | +3,597 | 4.57% | Q1 2026 | Apr 20, 2026 |
| Ackerman Asset Management, LLC | History | Reduced | 87,574 | 27,854 | 19.44% | 20.24% | 52 | -1,161 | -1.31% | Q1 2026 | Apr 21, 2026 |
| &PARTNERS | History | Reduced | 87,360 | 27,792 | 0.14% | 0.16% | 53 | -642 | -0.73% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 86,718 | 27,582 | 0.05% | 0.07% | 54 | -18,827 | -17.84% | Q1 2026 | May 14, 2026 |
| Harbour Trust & Investment Management Co | History | Added to | 82,359 | 26,195 | 2.78% | 2.81% | 55 | +1,928 | 2.4% | Q1 2026 | Apr 28, 2026 |
| High Falls Advisors, Inc | History | No change | 74,369 | 25,506 | 5.17% | 5.17% | 56 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 78,387 | 24,932 | 0.04% | 0.05% | 57 | -759 | -0.96% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 78,138 | 24,853 | 0.16% | — | 58 | +78,138 | New | Q1 2026 | May 14, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 76,554 | 24,349 | 2.03% | 2.13% | 59 | +2,562 | 3.46% | Q1 2026 | Apr 13, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Reduced | 76,486 | 24,328 | 14.63% | 15.35% | 60 | -1,637 | -2.1% | Q1 2026 | May 11, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 75,050 | 23,871 | 0.4% | 0.38% | 61 | +7,522 | 11.14% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 67,597 | 21,500 | 0.06% | 0.15% | 62 | -93,070 | -57.93% | Q1 2026 | Apr 30, 2026 |
| Cardinal Strategic Wealth Guidance | History | Added to | 67,234 | 21,385 | 5.64% | 5.83% | 63 | +2,226 | 3.42% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 64,023 | 20,363 | 0.03% | 0.04% | 64 | -12,385 | -16.21% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 63,934 | 20,335 | 0.77% | 0.71% | 65 | +7,080 | 12.45% | Q1 2026 | May 11, 2026 |
| Panoramic Capital Partners, LLC | History | Added to | 62,556 | 19,897 | 12.26% | 12.73% | 66 | +2,023 | 3.34% | Q1 2026 | Apr 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 62,144 | 19,766 | 0.03% | 0.03% | 67 | +10,390 | 20.08% | Q1 2026 | May 13, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 62,121 | 19,758 | 1.19% | 1.27% | 68 | -779 | -1.24% | Q1 2026 | May 01, 2026 |
| Avid Wealth Partners LLC | History | Added to | 60,105 | 19,117 | 9.04% | 9.47% | 69 | +3,582 | 6.34% | Q1 2026 | Apr 30, 2026 |
| Wealth Forward, LLC | History | Added to | 59,761 | 19,008 | 10.73% | 11.48% | 70 | +526 | 0.89% | Q1 2026 | May 04, 2026 |
| Jackson Wealth Management, LLC | History | Reduced | 58,726 | 18,679 | 1.92% | 1.99% | 71 | -721 | -1.21% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | Added to | 58,637 | 18,650 | 3.56% | 3.67% | 72 | +214 | 0.37% | Q1 2026 | Apr 03, 2026 |
| Wealth Group Ltd | History | Added to | 56,788 | 18,062 | 4.11% | 4.09% | 73 | +3,459 | 6.49% | Q1 2026 | Apr 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 56,083 | 17,838 | 0.2% | 0.18% | 74 | +8,672 | 18.29% | Q1 2026 | Apr 28, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 55,935 | 17,791 | 0.22% | 0.27% | 75 | -6,639 | -10.61% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 54,698 | 17,397 | 0.0% | 0.0% | 76 | +37,160 | 211.88% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 54,471 | 17,325 | 0.09% | 0.11% | 77 | -3,016 | -5.25% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 54,362 | 17,291 | 0.07% | 0.1% | 78 | -12,931 | -19.22% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Reduced | 52,578 | 16,723 | 0.12% | 0.22% | 79 | -27,218 | -34.11% | Q1 2026 | Apr 15, 2026 |
| Jump Financial, LLC | History | Added to | 52,258 | 16,621 | 0.22% | 0.04% | 80 | +42,884 | 457.48% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 51,711 | 16,447 | 0.02% | 0.08% | 81 | -119,665 | -69.83% | Q1 2026 | Apr 27, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 51,121 | 16,260 | 0.0% | 0.0% | 82 | -354 | -0.69% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 49,955 | 15,889 | 0.01% | 0.01% | 83 | +3,306 | 7.09% | Q1 2026 | May 12, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 48,950 | 15,569 | 1.94% | 2.15% | 84 | -2,444 | -4.76% | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | Added to | 48,017 | 15,272 | 0.32% | 0.32% | 85 | +2,379 | 5.21% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 47,794 | 15,201 | 0.02% | 0.06% | 86 | -103,926 | -68.5% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 47,712 | 15,177 | 0.02% | 0.02% | 87 | -7,861 | -14.15% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 47,137 | 14,992 | 0.04% | 0.75% | 88 | -853,181 | -94.76% | Q1 2026 | May 04, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 46,975 | 14,941 | 1.74% | 1.74% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 46,576 | 14,814 | 1.96% | 2.21% | 90 | +53 | 0.11% | Q1 2026 | May 11, 2026 |
| MB Generational Wealth, LLC | History | Reduced | 45,861 | 14,587 | 8.07% | 8.41% | 91 | -436 | -0.94% | Q1 2026 | May 04, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 45,490 | 14,468 | 3.32% | 3.54% | 92 | -124 | -0.27% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 44,088 | 14,023 | 0.03% | 0.45% | 93 | -524,252 | -92.24% | Q1 2026 | Apr 22, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 43,908 | 13,965 | 0.05% | 0.05% | 94 | -843 | -1.88% | Q1 2026 | Apr 24, 2026 |
| Waverly Advisors, LLC | History | Reduced | 43,347 | 13,787 | 0.1% | 0.15% | 95 | -10,844 | -20.01% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 43,234 | 13,751 | 0.05% | 0.06% | 96 | -7,079 | -14.07% | Q1 2026 | May 12, 2026 |
| Rothschild Wealth LLC | History | Added to | 43,167 | 13,730 | 1.24% | 1.27% | 97 | +4,483 | 11.59% | Q1 2026 | May 06, 2026 |
| GTS SECURITIES LLC | History | Added to | 42,751 | 13,596 | 0.48% | 0.11% | 98 | +33,747 | 374.8% | Q1 2026 | May 14, 2026 |
| Detalus Advisors, LLC | History | Reduced | 42,673 | 13,573 | 3.1% | 6.3% | 99 | -32,644 | -43.34% | Q1 2026 | Apr 22, 2026 |
| Keebeck Wealth Management | History | Reduced | 42,455 | 13,503 | 1.52% | 2.49% | 100 | -20,337 | -32.39% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 42,176 | 13,414 | 0.87% | 0.86% | 101 | +4,005 | 10.49% | Q1 2026 | Apr 15, 2026 |
| Carnegie Investment Counsel | History | Added to | 41,816 | 13,300 | 0.26% | 0.26% | 102 | +1,268 | 3.13% | Q1 2026 | May 01, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 41,578 | 13,224 | 4.27% | 7.88% | 103 | -27,826 | -40.09% | Q1 2026 | May 01, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 42,860 | 13,209 | 0.41% | 0.45% | 104 | -875 | -2.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 38,435 | 13,181 | 0.23% | 0.23% | 105 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 40,931 | 13,113 | 0.12% | 0.29% | 106 | -38,282 | -48.33% | Q1 2026 | Apr 07, 2026 |
| VICUS CAPITAL | History | Reduced | 40,355 | 12,835 | 0.94% | 3.03% | 107 | -77,300 | -65.7% | Q1 2026 | Apr 22, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 39,426 | 12,540 | 0.23% | 0.15% | 108 | -233,629 | -85.56% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 39,570 | 12,340 | 0.02% | 0.02% | 109 | -3,615 | -8.37% | Q1 2026 | May 15, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 38,625 | 12,285 | 1.72% | 2.33% | 110 | -10,496 | -21.37% | Q1 2026 | Apr 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 38,272 | 12,173 | 0.41% | 0.88% | 111 | -35,038 | -47.79% | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 38,091 | 12,115 | 0.0% | 0.03% | 112 | -507,579 | -93.02% | Q1 2026 | May 05, 2026 |
| Continuum Advisory, LLC | History | Reduced | 37,623 | 11,966 | 1.15% | 1.33% | 113 | -1,248 | -3.21% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 37,573 | 11,951 | 0.09% | 2.93% | 114 | -969,733 | -96.27% | Q1 2026 | Apr 07, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 33,633 | 11,524 | 0.07% | 0.12% | 115 | -18,758 | -35.8% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 36,047 | 11,465 | 0.2% | — | 116 | +36,047 | New | Q1 2026 | May 15, 2026 |
| Fiduciary Planning LLC | History | Added to | 34,927 | 11,109 | 3.36% | 3.48% | 117 | +1,515 | 4.53% | Q1 2026 | Apr 27, 2026 |
| One Capital Management, LLC | History | Reduced | 34,278 | 10,903 | 0.3% | 0.7% | 118 | -33,680 | -49.56% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 32,601 | 10,369 | 0.05% | 0.06% | 119 | -382 | -1.16% | Q1 2026 | May 14, 2026 |
| Segment Wealth Management, LLC | History | Reduced | 32,500 | 10,337 | 0.61% | 0.65% | 120 | -354 | -1.08% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Added to | 32,083 | 10,222 | 0.16% | 0.16% | 121 | +2,852 | 9.76% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 32,058 | 10,196 | 0.05% | 0.12% | 122 | -40,219 | -55.65% | Q1 2026 | Apr 24, 2026 |
| Wharton Business Group, LLC | History | Added to | 31,894 | 10,144 | 0.38% | 0.41% | 123 | +505 | 1.61% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 31,862 | 10,134 | 0.11% | 0.16% | 124 | -8,510 | -21.08% | Q1 2026 | Apr 20, 2026 |
| Quantum Financial Advisors, LLC | History | Added to | 414,288 | 10,006 | 1.12% | 1.01% | 125 | +47,162 | 12.85% | Q1 2026 | Apr 08, 2026 |
| Kilter Group LLC | History | Reduced | 30,729 | 9,773 | 4.21% | 5.5% | 126 | -5,577 | -15.36% | Q1 2026 | May 14, 2026 |
| Capital Analysts, LLC | History | Reduced | 30,281 | 9,634 | 0.25% | 1.07% | 127 | -78,824 | -72.25% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 30,266 | 9,626 | 0.26% | 0.27% | 128 | +197 | 0.66% | Q1 2026 | May 14, 2026 |
| ES4, LLC | History | Reduced | 30,102 | 9,574 | 6.18% | 7.63% | 129 | -2,173 | -6.73% | Q1 2026 | Apr 29, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 30,000 | 9,542 | 0.35% | 0.34% | 130 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 29,461 | 9,371 | 1.19% | 1.37% | 131 | -917 | -3.02% | Q1 2026 | Apr 16, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 29,431 | 9,361 | 0.06% | 0.06% | 132 | +2,837 | 10.67% | Q1 2026 | May 05, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Reduced | 28,844 | 9,174 | 2.49% | 2.48% | 133 | -472 | -1.61% | Q1 2026 | Apr 28, 2026 |
| Aft, Forsyth & Sober, LLC | History | Reduced | 28,800 | 9,160 | 2.79% | 3.06% | 134 | -650 | -2.21% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | Added to | 28,624 | 9,104 | 1.92% | 2.05% | 135 | +208 | 0.73% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 28,615 | 9,100 | 0.06% | 0.61% | 136 | -264,884 | -90.25% | Q1 2026 | May 15, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 28,513 | 9,069 | 0.28% | 0.32% | 137 | -1,576 | -5.24% | Q1 2026 | Apr 24, 2026 |
| Select Asset Management & Trust | History | Reduced | 28,403 | 9,034 | 2.82% | 3.03% | 138 | -36 | -0.13% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 28,312 | 9,005 | 0.25% | 0.27% | 139 | -32 | -0.11% | Q1 2026 | May 12, 2026 |
| Polianta Ltd | History | New | 28,300 | 9,001 | 1.19% | — | 140 | +28,300 | New | Q1 2026 | Apr 16, 2026 |
| Legacy Advisors, LLC | History | No change | 27,418 | 8,720 | 1.03% | 1.01% | 141 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 27,091 | 8,616 | 0.5% | 0.53% | 142 | -593 | -2.14% | Q1 2026 | Apr 20, 2026 |
| PMG Wealth Management, Inc. | History | Reduced | 26,690 | 8,489 | 6.12% | 6.78% | 143 | -291 | -1.08% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 25,509 | 8,113 | 0.06% | 0.06% | 144 | +997 | 4.07% | Q1 2026 | May 14, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 25,412 | 8,082 | 0.79% | 0.83% | 145 | -24 | -0.09% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 25,219 | 8,021 | 0.91% | 0.98% | 146 | +2 | 0.01% | Q1 2026 | Apr 16, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 25,045 | 7,966 | 2.38% | 2.67% | 147 | +89 | 0.36% | Q1 2026 | Apr 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 23,226 | 7,965 | 0.0% | 0.0% | 148 | -53 | -0.23% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 23,086 | 7,917 | 0.16% | 0.16% | 149 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Reduced | 24,656 | 7,842 | 0.98% | 1.33% | 150 | -5,499 | -18.24% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 24,459 | 7,780 | 0.01% | 0.08% | 151 | -218,899 | -89.95% | Q1 2026 | May 12, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 22,677 | 7,777 | 0.48% | 0.48% | 152 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 24,000 | 7,633 | 0.0% | 0.0% | 153 | -1,521 | -5.96% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 23,824 | 7,577 | 0.81% | 1.22% | 154 | -9,714 | -28.96% | Q1 2026 | Apr 22, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 23,704 | 7,539 | 0.56% | 0.59% | 155 | +69 | 0.29% | Q1 2026 | May 14, 2026 |
| Yanni & Associates Investment Advisors, LLC | History | Added to | 23,460 | 7,461 | 7.74% | 8.03% | 156 | +60 | 0.26% | Q1 2026 | Apr 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 23,409 | 7,445 | 0.21% | 0.22% | 157 | -945 | -3.88% | Q1 2026 | Apr 28, 2026 |
| Sandbox Financial Partners, LLC | History | Added to | 23,122 | 7,354 | 2.07% | 2.0% | 158 | +2,028 | 9.61% | Q1 2026 | Apr 08, 2026 |
| FINANCIAL LIFE ADVISORS | History | Reduced | 23,118 | 7,353 | 2.29% | 2.85% | 159 | -3,820 | -14.18% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Reduced | 22,868 | 7,273 | 0.05% | 0.05% | 160 | -196 | -0.85% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 22,655 | 7,205 | 0.03% | 0.03% | 161 | -582 | -2.5% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 22,533 | 7,167 | 0.71% | 2.14% | 162 | -41,155 | -64.62% | Q1 2026 | May 14, 2026 |
| W ADVISORS, LLC | History | Reduced | 22,412 | 7,128 | 3.65% | 4.73% | 163 | -5,028 | -18.32% | Q1 2026 | Apr 29, 2026 |
| Alternative Investment Advisors, LLC. | History | Reduced | 22,247 | 7,076 | 3.09% | 3.48% | 164 | -1,349 | -5.72% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 22,156 | 7,047 | 0.11% | 0.21% | 165 | -12,567 | -36.19% | Q1 2026 | Apr 22, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 22,141 | 7,042 | 3.35% | 3.53% | 166 | -6,491 | -22.67% | Q1 2026 | Apr 27, 2026 |
| Ascent Group, LLC | History | Reduced | 22,034 | 7,008 | 0.24% | 0.29% | 167 | -2,287 | -9.4% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 21,931 | 6,975 | 0.02% | 0.02% | 168 | -259 | -1.17% | Q1 2026 | May 08, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 21,509 | 6,841 | 0.97% | 2.94% | 169 | -40,365 | -65.24% | Q1 2026 | Apr 15, 2026 |
| SCS Capital Management LLC | History | Added to | 21,398 | 6,805 | 0.07% | 0.08% | 170 | +204 | 0.96% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | No change | 21,264 | 6,763 | 0.97% | 0.99% | 171 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 21,085 | 6,706 | 0.52% | 0.61% | 172 | -1,476 | -6.54% | Q1 2026 | May 07, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 21,020 | 6,685 | 0.18% | 0.57% | 173 | -30,720 | -59.37% | Q1 2026 | May 11, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 20,704 | 6,585 | 0.05% | 0.06% | 174 | -444 | -2.1% | Q1 2026 | May 01, 2026 |
| Client First Capital LLC | History | Added to | 20,093 | 6,390 | 2.77% | 2.9% | 175 | +16 | 0.08% | Q1 2026 | Apr 24, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Added to | 19,498 | 6,201 | 0.74% | 0.78% | 176 | +183 | 0.95% | Q1 2026 | Apr 21, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 19,456 | 6,188 | 0.16% | 0.14% | 177 | +4,557 | 30.59% | Q1 2026 | Apr 16, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 19,010 | 6,046 | 0.0% | 0.0% | 178 | +3,750 | 24.57% | Q1 2026 | Apr 30, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 18,879 | 6,004 | 0.66% | 0.75% | 179 | -1,825 | -8.81% | Q1 2026 | Apr 28, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 18,695 | 5,946 | 1.39% | 1.25% | 180 | +3,698 | 24.66% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 17,324 | 5,941 | 0.02% | 0.02% | 181 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Kaydan Wealth Management, Inc. | History | Added to | 18,659 | 5,934 | 1.98% | 1.78% | 182 | +742 | 4.14% | Q1 2026 | Apr 29, 2026 |
| Security Financial Services, INC. | History | No change | 17,117 | 5,870 | 0.92% | 0.92% | 183 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Advisory Services Network, LLC | History | Reduced | 18,428 | 5,861 | 0.08% | 0.15% | 184 | -12,118 | -39.67% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 18,358 | 5,839 | 0.03% | 0.04% | 185 | -690 | -3.62% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 16,628 | 5,815 | 0.4% | 1.19% | 186 | -30,817 | -64.95% | Q1 2026 | Apr 29, 2026 |
| Veridan Wealth LLC | History | Added to | 18,171 | 5,779 | 2.14% | 2.08% | 187 | +151 | 0.84% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 18,122 | 5,763 | 0.08% | 0.1% | 188 | -4,292 | -19.15% | Q1 2026 | May 01, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 17,727 | 5,638 | 0.0% | 0.0% | 189 | -1,493 | -7.77% | Q1 2026 | May 05, 2026 |
| Independence Bank of Kentucky | History | Added to | 17,699 | 5,629 | 0.71% | 0.75% | 190 | +2 | 0.01% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 17,674 | 5,621 | 0.13% | 0.16% | 191 | -1,897 | -9.69% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 17,596 | 5,596 | 0.07% | 0.05% | 192 | +4,073 | 30.12% | Q1 2026 | May 13, 2026 |
| CULBERTSON A N & CO INC | History | Reduced | 17,567 | 5,587 | 0.72% | 0.83% | 193 | -145 | -0.82% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 17,432 | 5,544 | 0.04% | 0.05% | 194 | +21 | 0.12% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 17,218 | 5,516 | 0.01% | 0.01% | 195 | -9,308 | -35.09% | Q1 2026 | Apr 08, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 17,027 | 5,415 | 0.13% | 0.15% | 196 | -950 | -5.28% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 17,015 | 5,408 | 0.68% | — | 197 | +17,015 | New | Q1 2026 | May 18, 2026 |
| GenWealth Group, Inc. | History | Reduced | 16,989 | 5,403 | 0.92% | 1.01% | 198 | -125 | -0.73% | Q1 2026 | May 11, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 16,881 | 5,369 | 0.11% | 0.14% | 199 | -2,737 | -13.95% | Q1 2026 | Apr 15, 2026 |
| BlackRock, Inc. | History | Reduced | 16,827 | 5,352 | 0.0% | 0.01% | 200 | -1,270,809 | -98.69% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,371 | 5,207 | 0.01% | 0.13% | 201 | -189,671 | -92.05% | Q1 2026 | May 01, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 16,251 | 5,169 | 2.56% | 2.97% | 202 | -565 | -3.36% | Q1 2026 | Apr 16, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 15,941 | 5,070 | 0.33% | 0.36% | 203 | -538 | -3.26% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 15,758 | 5,012 | 0.03% | 0.04% | 204 | -332 | -2.06% | Q1 2026 | May 05, 2026 |
| Asempa Wealth Advisors | History | Added to | 15,380 | 4,927 | 4.29% | 4.52% | 205 | +84 | 0.55% | Q1 2026 | Apr 08, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 15,409 | 4,901 | 0.59% | 0.66% | 206 | -441 | -2.78% | Q1 2026 | Apr 23, 2026 |
| Sovran Advisors, LLC | History | Reduced | 13,676 | 4,852 | 0.38% | 0.88% | 207 | -16,474 | -54.64% | Q1 2026 | May 01, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 15,208 | 4,837 | 0.14% | 0.16% | 208 | -792 | -4.95% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 15,183 | 4,829 | 0.03% | 0.03% | 209 | +1,955 | 14.78% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 14,865 | 4,785 | 0.1% | 0.11% | 210 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Able Wealth Management LLC | History | Added to | 14,860 | 4,726 | 1.26% | 0.38% | 211 | +11,384 | 327.5% | Q1 2026 | Apr 24, 2026 |
| Kelly Financial Services LLC | History | Reduced | 14,708 | 4,685 | 1.13% | 5.56% | 212 | -49,983 | -77.26% | Q1 2026 | Apr 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 14,440 | 4,592 | 0.01% | 0.01% | 213 | +8,521 | 143.96% | Q1 2026 | May 14, 2026 |
| McAdam, LLC | History | Reduced | 14,239 | 4,528 | 0.2% | 0.23% | 214 | -455 | -3.1% | Q1 2026 | May 08, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 14,142 | 4,498 | 1.39% | 5.83% | 215 | -42,203 | -74.9% | Q1 2026 | Apr 13, 2026 |
| Ridgeline Wealth, LLC | History | No change | 14,137 | 4,496 | 3.22% | 3.36% | 216 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 12,518 | 4,421 | 0.61% | 1.28% | 217 | -12,297 | -49.55% | Q1 2026 | Apr 28, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 13,797 | 4,388 | 0.68% | 1.8% | 218 | -18,152 | -56.82% | Q1 2026 | May 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 13,622 | 4,332 | 0.25% | 1.0% | 219 | -36,040 | -72.57% | Q1 2026 | Apr 29, 2026 |
| BBR PARTNERS, LLC | History | No change | 13,441 | 4,275 | 0.24% | 0.25% | 220 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 13,403 | 4,263 | 0.48% | 0.39% | 221 | +3,150 | 30.72% | Q1 2026 | Apr 16, 2026 |
| Claro Advisors Inc. | History | Added to | 13,391 | 4,259 | 0.51% | 0.47% | 222 | +3,259 | 32.17% | Q1 2026 | Apr 21, 2026 |
| Polaris Investment Advisors, LLC | History | Reduced | 13,344 | 4,244 | 3.09% | 5.02% | 223 | -6,895 | -34.07% | Q1 2026 | Apr 21, 2026 |
| WELCH & FORBES LLC | History | Reduced | 13,187 | 4,194 | 0.05% | 0.06% | 224 | -1,024 | -7.21% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 13,024 | 4,142 | 0.15% | 0.15% | 225 | +960 | 7.96% | Q1 2026 | May 06, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 12,992 | 4,132 | 0.12% | 0.15% | 226 | -1,693 | -11.53% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Reduced | 12,983 | 4,129 | 0.19% | 0.4% | 227 | -13,123 | -50.27% | Q1 2026 | Apr 30, 2026 |
| Accredited Investors Inc. | History | Added to | 12,953 | 4,119 | 0.22% | 0.02% | 228 | +12,073 | 1371.93% | Q1 2026 | Apr 30, 2026 |
| Centurion Wealth Management LLC | History | Reduced | 12,893 | 4,100 | 0.92% | 1.33% | 229 | -4,761 | -26.97% | Q1 2026 | Apr 10, 2026 |
| Canal Capital Management, LLC | History | Reduced | 12,864 | 4,091 | 0.55% | 1.96% | 230 | -27,436 | -68.08% | Q1 2026 | Apr 27, 2026 |
| Family Manage LLC | History | Reduced | 12,791 | 4,068 | 0.49% | 0.63% | 231 | -1,853 | -12.65% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 12,405 | 3,945 | 0.91% | 1.07% | 232 | -382 | -2.99% | Q1 2026 | May 08, 2026 |
| Peloton Wealth Strategists | History | Reduced | 12,376 | 3,936 | 1.59% | 1.7% | 233 | -421 | -3.29% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | No change | 12,324 | 3,919 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 12,304 | 3,913 | 0.14% | 0.16% | 235 | -409 | -3.22% | Q1 2026 | May 14, 2026 |
| Dakota Wealth Management | History | Reduced | 12,148 | 3,863 | 0.08% | 0.08% | 236 | -266 | -2.14% | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,912 | 3,789 | 0.09% | 0.96% | 238 | -104,054 | -89.73% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Reduced | 11,915 | 3,789 | 0.13% | 0.17% | 237 | -2,309 | -16.23% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 11,846 | 3,767 | 0.07% | 0.49% | 239 | -68,630 | -85.28% | Q1 2026 | Apr 10, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | New | 11,822 | 3,760 | 0.28% | — | 240 | +11,822 | New | Q1 2026 | Apr 30, 2026 |
| GTS FINANCIAL, LLC | History | New | 13,588 | 3,680 | 2.91% | — | 241 | +13,588 | New | Q1 2026 | May 19, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 11,540 | 3,670 | 0.21% | 1.03% | 242 | -38,872 | -77.11% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Advisors | History | No change | 11,502 | 3,658 | 0.14% | 0.15% | 243 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 11,461 | 3,645 | 0.0% | 0.0% | 244 | +7,054 | 160.06% | Q1 2026 | May 15, 2026 |
| Runnymede Capital Advisors, Inc. | History | New | 11,388 | 3,622 | 3.11% | — | 245 | +11,388 | New | Q1 2026 | Apr 13, 2026 |
| AMG National Trust Bank | History | Added to | 11,321 | 3,600 | 0.08% | 0.06% | 246 | +3,675 | 48.06% | Q1 2026 | May 04, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 11,302 | 3,594 | 0.49% | 0.53% | 247 | +211 | 1.9% | Q1 2026 | Apr 23, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 11,213 | 3,566 | 1.28% | 1.02% | 248 | +2,957 | 35.82% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,108 | 3,533 | 0.06% | 0.05% | 249 | +4,069 | 57.81% | Q1 2026 | May 18, 2026 |
| Summit Financial, LLC | History | Added to | 11,098 | 3,530 | 0.04% | 0.05% | 250 | +1,379 | 14.19% | Q1 2026 | May 15, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 10,109 | 3,467 | 2.25% | 2.25% | 251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MCMORGAN & CO LLC | History | Reduced | 10,882 | 3,461 | 0.56% | 1.89% | 252 | -22,438 | -67.34% | Q1 2026 | May 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 10,851 | 3,451 | 0.01% | 0.01% | 253 | -229 | -2.07% | Q1 2026 | May 14, 2026 |
| Forthright Family Wealth Advisory LLC | History | Reduced | 13,902 | 3,439 | 2.31% | 3.9% | 254 | -4,178 | -23.11% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 10,746 | 3,417 | 0.06% | 0.07% | 255 | +40 | 0.37% | Q1 2026 | May 07, 2026 |
| Black Swift Group, LLC | History | Reduced | 10,615 | 3,376 | 0.59% | 0.63% | 256 | -385 | -3.5% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Reduced | 10,614 | 3,375 | 0.07% | 0.16% | 257 | -11,757 | -52.55% | Q1 2026 | May 01, 2026 |
| Aviance Capital Partners, LLC | History | No change | 10,574 | 3,363 | 0.39% | 0.42% | 258 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 10,537 | 3,351 | 0.45% | 4.14% | 259 | -84,326 | -88.89% | Q1 2026 | Apr 08, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Added to | 10,277 | 3,268 | 0.49% | 0.5% | 260 | +339 | 3.41% | Q1 2026 | Apr 29, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 10,208 | 3,246 | 0.15% | 0.16% | 261 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mezzasalma Advisors, LLC | History | Added to | 20,885 | 3,213 | 0.82% | 0.78% | 262 | +1,472 | 7.58% | Q1 2026 | Apr 17, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 10,038 | 3,192 | 0.04% | 1.68% | 263 | -364,507 | -97.32% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 9,925 | 3,156 | 0.02% | 0.02% | 264 | -295 | -2.89% | Q1 2026 | May 15, 2026 |
| Excelsior Advisor Network LLC | History | Reduced | 9,920 | 3,155 | 1.2% | 1.83% | 265 | -1,049 | -9.56% | Q1 2026 | May 15, 2026 |
| St. Clair Advisors, LLC | History | Reduced | 9,740 | 3,098 | 0.82% | 1.02% | 266 | -1,800 | -15.6% | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 9,457 | 3,008 | 0.17% | 0.18% | 267 | -15 | -0.16% | Q1 2026 | Apr 20, 2026 |
| St. Louis Trust Co | History | No change | 9,380 | 2,983 | 0.35% | 0.37% | 268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Reduced | 9,264 | 2,946 | 0.08% | 0.1% | 269 | -1,266 | -12.02% | Q1 2026 | May 04, 2026 |
| RMR Wealth Builders | History | Added to | 9,176 | 2,918 | 0.23% | 0.25% | 270 | +26 | 0.28% | Q1 2026 | Apr 22, 2026 |
| Stokes Family Office, LLC | History | Reduced | 9,164 | 2,914 | 0.3% | 1.72% | 271 | -45,805 | -83.33% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 9,007 | 2,864 | 0.01% | 0.02% | 272 | +43 | 0.48% | Q1 2026 | May 11, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 8,967 | 2,852 | 1.83% | 2.07% | 273 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | Reduced | 8,935 | 2,841 | 0.09% | 0.1% | 274 | -134 | -1.48% | Q1 2026 | May 15, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 8,929 | 2,840 | 1.04% | 1.4% | 275 | -2,006 | -18.34% | Q1 2026 | Apr 09, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 8,280 | 2,839 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nova Wealth Management, Inc. | History | Reduced | 8,912 | 2,834 | 1.85% | 2.19% | 277 | -423 | -4.53% | Q1 2026 | Apr 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 8,586 | 2,730 | 0.12% | 0.16% | 278 | -143 | -1.64% | Q1 2026 | Apr 15, 2026 |
| Optivise Advisory Services LLC | History | Added to | 8,572 | 2,726 | 1.65% | 1.63% | 279 | +327 | 3.97% | Q1 2026 | Apr 15, 2026 |
| MEANS INVESTMENT CO., INC. | History | Reduced | 8,447 | 2,686 | 0.23% | 0.25% | 280 | -45 | -0.53% | Q1 2026 | Apr 24, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 8,442 | 2,685 | 1.54% | 4.4% | 281 | -14,114 | -62.57% | Q1 2026 | Apr 08, 2026 |
| HOWE & RUSLING INC | History | Reduced | 8,355 | 2,657 | 0.17% | 0.19% | 282 | -4 | -0.05% | Q1 2026 | Apr 28, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 8,137 | 2,587 | 0.12% | 0.05% | 283 | +5,030 | 161.89% | Q1 2026 | Apr 21, 2026 |
| NWF Advisory Services Inc. | History | Added to | 8,104 | 2,577 | 0.29% | 0.3% | 284 | +189 | 2.39% | Q1 2026 | May 04, 2026 |
| Trek Financial, LLC | History | Reduced | 8,095 | 2,574 | 0.14% | 1.04% | 285 | -44,291 | -84.55% | Q1 2026 | May 13, 2026 |
| Global Wealth Strategies & Associates | History | Reduced | 8,049 | 2,559 | 0.63% | 0.7% | 286 | -128 | -1.57% | Q1 2026 | Apr 03, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 7,970 | 2,535 | 0.72% | 1.89% | 287 | -12,534 | -61.13% | Q1 2026 | Apr 16, 2026 |
| CMH Wealth Management LLC | History | New | 7,960 | 2,531 | 0.43% | — | 288 | +7,960 | New | Q1 2026 | Apr 13, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | No change | 7,903 | 2,513 | 0.37% | 0.38% | 289 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Summit Wealth Partners, LLC | History | Added to | 7,864 | 2,501 | 0.4% | 0.32% | 290 | +2,882 | 57.85% | Q1 2026 | Apr 17, 2026 |
| Lynch Investment Planning, LLC | History | Reduced | 7,665 | 2,437 | 2.19% | 4.53% | 291 | -6,131 | -44.44% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | No change | 7,650 | 2,433 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| 5T Wealth, LLC | History | Reduced | 7,639 | 2,429 | 0.96% | 2.23% | 294 | -8,674 | -53.17% | Q1 2026 | Apr 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 7,083 | 2,429 | 0.12% | 0.11% | 293 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 7,632 | 2,427 | 0.01% | 0.01% | 295 | -1,267 | -14.24% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 6,847 | 2,410 | 0.04% | 0.44% | 296 | -20,591 | -75.05% | Q1 2026 | May 01, 2026 |
| ACCESS FINANCIAL SERVICES, INC. | History | No change | 7,555 | 2,403 | 0.85% | 0.94% | 297 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 7,508 | 2,388 | 1.04% | 1.11% | 298 | -6 | -0.08% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 7,504 | 2,386 | 0.02% | 0.01% | 299 | +3,074 | 69.39% | Q1 2026 | May 01, 2026 |
| UPTICK PARTNERS, LLC | History | Added to | 7,498 | 2,385 | 0.48% | 0.53% | 300 | +217 | 2.98% | Q1 2026 | May 01, 2026 |