iSHARES TRUST - PFF
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 | 22,748,180 | 689,724 | 0.05% | 0.05% | 1 | +84,382 | 0.37% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 15,022,935 | 455,495 | 0.03% | 0.03% | 2 | -787,793 | -4.98% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,476,370 | 287,323 | 0.05% | 0.05% | 3 | -14,928 | -0.16% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Reduced | 7,711,936 | 233,825 | 0.06% | 0.07% | 4 | -151,331 | -1.92% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Added to | 6,095,089 | 184,803 | 0.03% | 0.03% | 5 | +59,754 | 0.99% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,250,829 | 128,884 | 0.02% | 0.02% | 6 | +147,990 | 3.61% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 4,203,450 | 127,448 | 0.03% | 0.04% | 7 | +246,021 | 6.22% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Reduced | 3,425,136 | 103,807 | 0.12% | 0.14% | 8 | -374,170 | -9.85% | Q1 2026 | May 13, 2026 |
| FIRST INTERSTATE BANK | History | Reduced | 2,899,087 | 87,900 | 4.94% | 4.83% | 9 | -7,210 | -0.25% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,766,735 | 83,887 | 0.0% | 0.0% | 10 | +338,284 | 13.93% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,203,190 | 66,800 | 0.01% | 0.01% | 11 | +65,168 | 3.05% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,158,308 | 65,439 | 0.02% | 0.03% | 12 | -1,073,647 | -33.22% | Q1 2026 | May 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Added to | 1,945,954 | 59,001 | 0.86% | 0.89% | 13 | +51,680 | 2.73% | Q1 2026 | Apr 09, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,714,585 | 51,986 | 0.07% | 0.08% | 14 | -107,811 | -5.92% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,675,635 | 50,805 | 0.26% | 0.28% | 15 | +29,919 | 1.82% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,567,996 | 47,541 | 0.06% | 0.06% | 16 | -193,855 | -11.0% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,544,205 | 46,820 | 0.05% | 0.06% | 17 | -224,038 | -12.67% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,520,559 | 46,103 | 0.08% | 0.12% | 18 | +290,186 | 23.59% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,451,189 | 44,000 | 0.08% | 0.07% | 19 | +132,256 | 10.03% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,401,664 | 42,506 | 0.01% | 0.01% | 20 | -50,634 | -3.49% | Q1 2026 | May 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 1,299,624 | 39,404 | 0.8% | 0.63% | 21 | +149,021 | 12.95% | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | Added to | 1,250,261 | 37,907 | 0.37% | 0.34% | 22 | +41,825 | 3.46% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,190,803 | 36,107 | 0.05% | 0.06% | 23 | -65,827 | -5.24% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,150,748 | 34,890 | 0.05% | 0.05% | 24 | -161,413 | -12.3% | Q1 2026 | Apr 27, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,088,817 | 33,012 | 0.05% | 0.05% | 25 | +32,263 | 3.05% | Q1 2026 | May 14, 2026 |
| GDS Wealth Management | History | Added to | 1,055,067 | 31,989 | 1.92% | 1.84% | 26 | +106,253 | 11.2% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,042,474 | 31,607 | 0.02% | 0.02% | 27 | -2,286 | -0.22% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,014,821 | 30,769 | 0.03% | 0.02% | 28 | +171,709 | 20.37% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 981,595 | 29,761 | 0.17% | 0.17% | 29 | +54,220 | 5.85% | Q1 2026 | May 15, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | Reduced | 955,500 | 28,970 | 1.9% | 1.98% | 30 | -21,600 | -2.21% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Added to | 886,124 | 26,866 | 0.04% | 0.03% | 31 | +112,507 | 14.54% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Added to | 855,355 | 25,934 | 1.54% | 1.38% | 32 | +91,751 | 12.02% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Added to | 844,875 | 25,616 | 0.12% | 0.14% | 33 | +25,487 | 3.11% | Q1 2026 | May 11, 2026 |
| Dakota Wealth Management | History | Reduced | 833,086 | 25,259 | 0.55% | 0.51% | 34 | -101,911 | -10.9% | Q1 2026 | May 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 821,917 | 24,920 | 0.84% | 0.84% | 35 | +32,123 | 4.07% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 815,849 | 24,736 | 0.03% | 0.03% | 36 | +46,790 | 6.08% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 850,228 | 24,712 | 0.05% | 0.04% | 37 | -183,510 | -17.75% | Q1 2026 | Apr 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 756,173 | 22,927 | 0.0% | 0.0% | 38 | -136,785 | -15.32% | Q1 2026 | May 15, 2026 |
| Summit Financial Wealth Advisors, LLC | History | No change | 700,509 | 21,687 | 3.1% | 3.1% | 39 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HRT FINANCIAL LP | History | Added to | 711,524 | 21,573 | 0.05% | 0.03% | 40 | +355,168 | 99.67% | Q1 2026 | May 14, 2026 |
| BARD ASSOCIATES INC | History | Reduced | 691,884 | 20,977 | 5.26% | 5.52% | 41 | -2,090 | -0.3% | Q1 2026 | May 07, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 679,894 | 20,614 | 0.3% | 0.32% | 42 | +35,034 | 5.43% | Q1 2026 | Apr 10, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 635,437 | 19,266 | 0.07% | 0.07% | 43 | +74,238 | 13.23% | Q1 2026 | Apr 30, 2026 |
| Northside Capital Management, LLC | History | Added to | 632,669 | 19,182 | 1.68% | 1.69% | 44 | +3,847 | 0.61% | Q1 2026 | Apr 10, 2026 |
| CITIGROUP INC | History | Added to | 631,888 | 19,158 | 0.01% | 0.01% | 45 | +61,707 | 10.82% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 613,352 | 18,596 | 0.07% | 0.07% | 46 | -29,943 | -4.65% | Q1 2026 | Apr 24, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 595,897 | 18,067 | 3.06% | 2.65% | 47 | +78,027 | 15.07% | Q1 2026 | Apr 28, 2026 |
| WELCH & FORBES LLC | History | Reduced | 584,741 | 17,729 | 0.23% | 0.22% | 48 | -9,686 | -1.63% | Q1 2026 | May 01, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 584,595 | 17,724 | 0.01% | 0.01% | 49 | -8,034 | -1.36% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 536,356 | 16,262 | 0.04% | 0.04% | 50 | -3,405 | -0.63% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 514,757 | 15,607 | 0.08% | 0.07% | 51 | +119,402 | 30.2% | Q1 2026 | May 05, 2026 |
| SWAN Capital LLC | History | Added to | 504,455 | 15,295 | 5.62% | 4.93% | 52 | +95,315 | 23.3% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 496,990 | 15,068 | 0.04% | 0.04% | 53 | -67,919 | -12.02% | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 493,472 | 14,962 | 0.19% | 0.2% | 54 | -19,919 | -3.88% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 492,031 | 14,959 | 0.07% | 0.08% | 55 | +22,232 | 4.73% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 485,447 | 14,718 | 0.17% | 0.22% | 56 | -154,287 | -24.12% | Q1 2026 | Apr 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 483,085 | 14,647 | 0.08% | 0.06% | 57 | -23,053 | -4.55% | Q1 2026 | Apr 29, 2026 |
| Cordoba Advisory Partners LLC | History | Reduced | 479,626 | 14,542 | 4.02% | 4.33% | 58 | -85,996 | -15.2% | Q1 2026 | Apr 28, 2026 |
| Ballast, Inc. | History | Added to | 428,201 | 12,983 | 3.0% | 3.01% | 59 | +12,830 | 3.09% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 426,435 | 12,929 | 0.36% | 0.36% | 60 | -18,525 | -4.16% | Q1 2026 | Apr 28, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 423,491 | 12,840 | 0.35% | 0.34% | 61 | -2,415 | -0.57% | Q1 2026 | Apr 27, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 409,668 | 12,421 | 0.81% | 0.8% | 62 | +1,326 | 0.32% | Q1 2026 | Apr 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 401,374 | 12,169 | 0.26% | 0.25% | 63 | +11,428 | 2.93% | Q1 2026 | May 13, 2026 |
| CONNING INC. | History | No change | 390,500 | 11,839 | 0.39% | 0.4% | 64 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 385,564 | 11,628 | 0.01% | 0.01% | 65 | -54,877 | -12.46% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 382,913 | 11,609 | 0.02% | 0.02% | 66 | +95,996 | 33.46% | Q1 2026 | May 14, 2026 |
| Oak Harvest Investment Services | History | Added to | 370,881 | 11,245 | 1.17% | 1.16% | 67 | +27,878 | 8.13% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 364,904 | 11,063 | 0.02% | 0.02% | 68 | -45,995 | -11.19% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 350,499 | 10,627 | 0.01% | 0.01% | 69 | -6,462 | -1.81% | Q1 2026 | May 14, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 345,299 | 10,469 | 2.36% | 2.34% | 70 | +15,543 | 4.71% | Q1 2026 | Apr 02, 2026 |
| Stablepoint Partners, LLC | History | Added to | 339,843 | 10,304 | 1.53% | 1.3% | 71 | +71,137 | 26.47% | Q1 2026 | Apr 30, 2026 |
| Florida Trust Wealth Management Co | History | Reduced | 337,623 | 10,236 | 0.29% | 0.3% | 72 | -13,108 | -3.74% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 309,493 | 9,383 | 0.0% | 0.0% | 73 | +13,703 | 4.63% | Q1 2026 | May 13, 2026 |
| Mountain Hill Investment Partners Corp. | History | Added to | 303,633 | 9,206 | 5.45% | 6.55% | 74 | +8,232 | 2.79% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 301,206 | 9,133 | 0.07% | 0.07% | 75 | +4,128 | 1.39% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Reduced | 299,020 | 9,066 | 0.2% | 0.22% | 76 | -516 | -0.17% | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 286,598 | 8,689 | 0.05% | 0.04% | 77 | +25,889 | 9.93% | Q1 2026 | Apr 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 285,545 | 8,657 | 0.47% | 0.45% | 78 | +23,002 | 8.76% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Reduced | 276,559 | 8,345 | 0.01% | 0.01% | 79 | -62,143 | -18.35% | Q1 2026 | May 15, 2026 |
| Parkside Investments, LLC | History | Reduced | 271,161 | 8,221 | 1.0% | 1.81% | 80 | -192,881 | -41.57% | Q1 2026 | Apr 08, 2026 |
| Freedom Day Solutions, LLC | History | Added to | 268,351 | 8,136 | 2.18% | 2.13% | 81 | +14,823 | 5.85% | Q1 2026 | May 05, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 268,263 | 8,133 | 0.04% | 0.05% | 82 | -15,099 | -5.33% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 266,024 | 8,066 | 0.13% | 0.12% | 83 | +23,337 | 9.62% | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 252,754 | 7,663 | 0.0% | 0.0% | 84 | +120,302 | 90.83% | Q1 2026 | May 12, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 250,629 | 7,599 | 0.1% | 0.1% | 85 | -10,411 | -3.99% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 245,423 | 7,598 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 239,794 | 7,424 | 3.06% | 3.06% | 87 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 243,711 | 7,389 | 0.12% | 0.1% | 88 | +79,480 | 48.4% | Q1 2026 | Apr 21, 2026 |
| Capital Square, LLC | History | Added to | 233,580 | 7,362 | 3.39% | 4.64% | 89 | +204,209 | 695.27% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 240,717 | 7,298 | 0.42% | 0.43% | 90 | +8,781 | 3.79% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 236,520 | 7,171 | 0.03% | 0.03% | 91 | +13,889 | 6.24% | Q1 2026 | Apr 24, 2026 |
| Centiva Capital, LP | History | New | 232,700 | 7,055 | 0.05% | — | 92 | +232,700 | New | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 232,378 | 7,045 | 0.04% | 0.04% | 93 | +5,157 | 2.27% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Added to | 231,987 | 7,033 | 0.02% | 0.02% | 94 | +41,646 | 21.88% | Q1 2026 | May 13, 2026 |
| Insight Wealth Strategies, LLC | History | Reduced | 225,271 | 6,830 | 0.76% | 2.04% | 95 | -349,772 | -60.83% | Q1 2026 | Apr 10, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 218,889 | 6,636 | 0.07% | 0.07% | 96 | -626 | -0.29% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Investment Group, LLC | History | Added to | 217,935 | 6,607 | 0.84% | 0.82% | 97 | +1,518 | 0.7% | Q1 2026 | May 11, 2026 |
| CIM, LLC | History | Added to | 209,989 | 6,366 | 0.92% | 0.85% | 98 | +187 | 0.09% | Q1 2026 | May 18, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 208,496 | 6,321 | 0.17% | 0.16% | 99 | +5,762 | 2.84% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 201,189 | 6,319 | 4.06% | 4.15% | 100 | +9,325 | 4.86% | Q1 2026 | May 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 203,233 | 6,162 | 0.2% | 0.24% | 101 | -22,279 | -9.88% | Q1 2026 | May 06, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 203,165 | 6,159 | 1.29% | 1.22% | 102 | +24,485 | 13.7% | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 203,102 | 6,158 | 5.25% | 5.58% | 103 | +15,742 | 8.4% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 200,326 | 6,073 | 0.0% | 0.0% | 104 | +37,440 | 22.99% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 198,332 | 6,013 | 0.01% | 0.01% | 105 | +14,495 | 7.88% | Q1 2026 | May 06, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 193,089 | 5,854 | 6.12% | 5.86% | 106 | +7,993 | 4.32% | Q1 2026 | May 04, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 192,692 | 5,842 | 0.05% | 0.16% | 107 | -469,794 | -70.91% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 192,470 | 5,835 | 0.03% | 0.04% | 108 | +16,972 | 9.67% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 191,640 | 5,810 | 0.13% | 0.13% | 109 | +4,191 | 2.24% | Q1 2026 | May 15, 2026 |
| Kentucky Trust Co | History | Added to | 190,380 | 5,772 | 3.03% | 3.12% | 110 | +309 | 0.16% | Q1 2026 | Apr 17, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 190,070 | 5,762 | 1.35% | 1.25% | 111 | +15,182 | 8.68% | Q1 2026 | May 08, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 189,156 | 5,735 | 0.77% | 0.86% | 112 | +15,779 | 9.1% | Q1 2026 | May 15, 2026 |
| Blue Fin Capital, Inc. | History | No change | 182,967 | 5,664 | 0.88% | 0.88% | 113 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Tanager Wealth Management LLP | History | Reduced | 186,725 | 5,661 | 0.55% | 0.64% | 114 | -20,015 | -9.68% | Q1 2026 | Apr 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 182,404 | 5,647 | 0.0% | 0.0% | 115 | -3,052 | -1.65% | Q1 2026 | May 15, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 185,560 | 5,626 | 2.1% | 2.08% | 116 | -358 | -0.19% | Q1 2026 | May 18, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 185,133 | 5,613 | 1.18% | 1.16% | 117 | +16,065 | 9.5% | Q1 2026 | Apr 30, 2026 |
| Arch Global Advisors, LLC | History | New | 180,811 | 5,482 | 2.86% | — | 118 | +180,811 | New | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 179,158 | 5,432 | 0.04% | 0.01% | 119 | +164,145 | 1093.35% | Q1 2026 | May 15, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 177,000 | 5,366 | 0.63% | 0.59% | 120 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Added to | 174,498 | 5,290 | 1.01% | 0.92% | 121 | +13,083 | 8.11% | Q1 2026 | Apr 03, 2026 |
| Brookstone Capital Management | History | Added to | 174,407 | 5,288 | 0.06% | 0.06% | 122 | +548 | 0.32% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Added to | 172,498 | 5,230 | 0.0% | 0.0% | 123 | +23,207 | 15.54% | Q1 2026 | May 12, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 170,540 | 5,170 | 0.16% | 0.17% | 124 | +1,236 | 0.73% | Q1 2026 | Apr 27, 2026 |
| BOS Asset Management, LLC | History | Reduced | 166,753 | 5,055 | 1.29% | 1.39% | 125 | -798 | -0.48% | Q1 2026 | Apr 08, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 163,809 | 4,967 | 0.24% | 0.22% | 126 | +7,711 | 4.94% | Q1 2026 | May 18, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 151,890 | 4,605 | 0.06% | 0.07% | 127 | -13,778 | -8.32% | Q1 2026 | Apr 23, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | Reduced | 149,476 | 4,532 | 1.28% | 1.36% | 128 | -5,735 | -3.69% | Q1 2026 | May 01, 2026 |
| Farrow Financial, Inc. | History | New | 148,525 | 4,503 | 2.56% | — | 129 | +148,525 | New | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Reduced | 141,859 | 4,462 | 0.07% | 0.09% | 130 | -3,432 | -2.36% | Q1 2026 | Apr 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 146,049 | 4,428 | 0.05% | 0.06% | 131 | -16,196 | -9.98% | Q1 2026 | Apr 20, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 141,280 | 4,283 | 0.6% | 0.61% | 132 | -1,720 | -1.2% | Q1 2026 | Apr 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 140,355 | 4,255 | 0.03% | 0.04% | 133 | +75 | 0.05% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 138,372 | 4,197 | 0.15% | — | 134 | +138,372 | New | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 138,320 | 4,189 | 0.23% | 0.24% | 135 | +3,952 | 2.94% | Q1 2026 | May 14, 2026 |
| BANK OF STOCKTON | History | Reduced | 138,134 | 4,188 | 1.29% | 1.27% | 136 | -5,360 | -3.74% | Q1 2026 | Apr 29, 2026 |
| Equitable Holdings, Inc. | History | Added to | 135,278 | 4,180 | 0.03% | 0.03% | 137 | +15,647 | 13.08% | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | Added to | 137,260 | 4,161 | 0.34% | 0.33% | 138 | +7,114 | 5.47% | Q1 2026 | Apr 16, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 135,871 | 4,119 | 1.16% | 1.26% | 139 | -12,006 | -8.12% | Q1 2026 | May 11, 2026 |
| Glaxis Capital Management, LLC | History | Reduced | 135,300 | 4,102 | 5.13% | 10.79% | 140 | -68,200 | -33.51% | Q1 2026 | May 11, 2026 |
| Brindle & Bay Financial Advisors, LLC | History | Added to | 135,117 | 4,096 | 2.51% | 2.25% | 141 | +25,964 | 23.79% | Q1 2026 | May 04, 2026 |
| Perennial Advisors, LLC | History | Added to | 133,627 | 4,051 | 0.69% | 0.67% | 142 | +3,896 | 3.0% | Q1 2026 | Apr 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 132,563 | 4,019 | 0.01% | 0.0% | 143 | +32,230 | 32.12% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 132,081 | 4,004 | 0.01% | 0.0% | 144 | +52,244 | 65.44% | Q1 2026 | May 01, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | Reduced | 130,525 | 3,957 | 1.32% | 1.34% | 145 | -1,259 | -0.96% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 125,575 | 3,887 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 127,830 | 3,875 | 0.0% | 0.0% | 147 | -89,915 | -41.29% | Q1 2026 | May 08, 2026 |
| Sagace Wealth Management LLC | History | Reduced | 127,339 | 3,860 | 2.59% | 3.03% | 148 | -16,999 | -11.78% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 123,061 | 3,809 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 123,013 | 3,730 | 0.11% | 0.11% | 150 | +3,025 | 2.52% | Q1 2026 | Apr 21, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 121,591 | 3,686 | 0.16% | 0.15% | 151 | +7,682 | 6.74% | Q1 2026 | May 08, 2026 |
| Curbstone Financial Management Corp | History | Added to | 119,793 | 3,632 | 0.69% | 0.71% | 152 | +400 | 0.34% | Q1 2026 | Apr 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 120,375 | 3,627 | 0.0% | — | 153 | +120,375 | New | Q1 2026 | May 12, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Reduced | 118,455 | 3,591 | 0.22% | 0.22% | 154 | -727 | -0.61% | Q1 2026 | May 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 118,360 | 3,588 | 0.24% | 0.25% | 155 | +1,985 | 1.71% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 118,100 | 3,580 | 0.0% | 0.0% | 156 | +33,600 | 39.76% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 117,464 | 3,561 | 0.19% | 0.1% | 157 | +42,721 | 57.16% | Q1 2026 | Apr 28, 2026 |
| Community Bank, N.A. | History | Reduced | 113,732 | 3,447 | 0.41% | 0.44% | 158 | -5,363 | -4.5% | Q1 2026 | May 12, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Added to | 113,370 | 3,437 | 0.59% | 0.56% | 159 | +6,716 | 6.3% | Q1 2026 | May 13, 2026 |
| Wealth Advisory Solutions, LLC | History | Reduced | 112,652 | 3,415 | 0.76% | 0.93% | 160 | -16,102 | -12.51% | Q1 2026 | Apr 22, 2026 |
| Summit Financial, LLC | History | Added to | 111,710 | 3,387 | 0.04% | 0.05% | 161 | +265 | 0.24% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 111,688 | 3,386 | 0.06% | 0.03% | 162 | +55,994 | 100.54% | Q1 2026 | Apr 17, 2026 |
| Shulman DeMeo Asset Management LLC | History | Reduced | 110,991 | 3,365 | 0.71% | 0.81% | 163 | -5,077 | -4.37% | Q1 2026 | Apr 09, 2026 |
| Arkadios Wealth Advisors | History | Added to | 110,844 | 3,360 | 0.05% | 0.05% | 164 | +24,348 | 28.15% | Q1 2026 | May 18, 2026 |
| Intrepid Financial Planning Group LLC | History | Reduced | 111,008 | 3,357 | 1.35% | 1.4% | 165 | -7,729 | -6.51% | Q1 2026 | May 13, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | Reduced | 109,468 | 3,319 | 1.29% | 1.35% | 166 | -4,393 | -3.86% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 107,098 | 3,247 | 0.04% | 0.04% | 167 | -1,147 | -1.06% | Q1 2026 | Apr 20, 2026 |
| SP Asset Management LLC | History | Added to | 107,078 | 3,246 | 0.29% | 0.26% | 168 | +665 | 0.62% | Q1 2026 | May 06, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 107,055 | 3,245 | 0.05% | 0.04% | 169 | +20,322 | 23.43% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 106,163 | 3,218 | 0.06% | 0.06% | 170 | -3,515 | -3.2% | Q1 2026 | May 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 106,004 | 3,214 | 0.23% | 0.22% | 171 | +6,869 | 6.93% | Q1 2026 | May 12, 2026 |
| Amicus Financial Advisors, LLC | History | Reduced | 105,078 | 3,185 | 0.88% | 0.91% | 172 | -546 | -0.52% | Q1 2026 | Apr 14, 2026 |
| Montis Financial, LLC | History | Reduced | 104,427 | 3,166 | 0.65% | 0.69% | 173 | -8,824 | -7.79% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 104,283 | 3,161 | 0.07% | 0.1% | 174 | +39,186 | 60.2% | Q1 2026 | Apr 27, 2026 |
| Proficio Capital Partners LLC | History | Added to | 103,625 | 3,141 | 0.17% | 0.12% | 175 | +49,420 | 91.17% | Q1 2026 | May 14, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 102,501 | 3,107 | 1.66% | 1.7% | 176 | +320 | 0.31% | Q1 2026 | May 07, 2026 |
| Arkos Global Advisors | History | Added to | 102,421 | 3,105 | 0.39% | 0.33% | 177 | +18,277 | 21.72% | Q1 2026 | May 13, 2026 |
| Liberty Capital Management, Inc. | History | No change | 100,030 | 3,096 | 0.58% | 0.58% | 178 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 101,554 | 3,079 | 0.17% | 0.18% | 179 | +2,522 | 2.55% | Q1 2026 | May 11, 2026 |
| Aletheian Wealth Advisors LLC | History | New | 100,372 | 3,043 | 1.48% | — | 180 | +100,372 | New | Q1 2026 | Apr 09, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 100,208 | 3,038 | 0.08% | 0.08% | 181 | -5,936 | -5.59% | Q1 2026 | Apr 29, 2026 |
| Moran Wealth Management, LLC | History | Added to | 99,304 | 3,010 | 0.09% | 0.06% | 182 | +38,061 | 62.15% | Q1 2026 | Apr 27, 2026 |
| HUB Investment Partners, LLC | History | Added to | 99,186 | 3,007 | 0.07% | 0.07% | 183 | +15,368 | 18.33% | Q1 2026 | May 15, 2026 |
| WJ Financial Advisors LLC | History | Added to | 98,839 | 2,996 | 2.42% | 2.64% | 184 | +3,249 | 3.4% | Q1 2026 | May 04, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 95,748 | 2,964 | 0.33% | 0.33% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 97,291 | 2,949 | 0.05% | 0.04% | 186 | +37,229 | 61.98% | Q1 2026 | May 15, 2026 |
| Platform Technology Partners | History | No change | 96,454 | 2,924 | 0.56% | 0.64% | 187 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Crews Bank & Trust | History | Reduced | 96,325 | 2,920 | 0.42% | 0.43% | 188 | -1,550 | -1.58% | Q1 2026 | May 13, 2026 |
| Sterling Investment Advisors, Ltd. | History | Added to | 96,238 | 2,917 | 0.53% | 0.53% | 189 | +2,467 | 2.63% | Q1 2026 | May 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 96,563 | 2,908 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 93,768 | 2,903 | 0.26% | 0.26% | 191 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 95,436 | 2,893 | 0.07% | 0.07% | 192 | +5,457 | 6.06% | Q1 2026 | May 15, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 92,586 | 2,846 | 0.78% | 0.77% | 193 | +104 | 0.11% | Q1 2026 | Apr 30, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 93,608 | 2,838 | 0.25% | — | 194 | +93,608 | New | Q1 2026 | Apr 08, 2026 |
| Post Resch Tallon Group Inc. | History | Added to | 93,628 | 2,837 | 2.29% | 2.22% | 195 | +8,801 | 10.38% | Q1 2026 | Apr 08, 2026 |
| Victrix Investment Advisors | History | Reduced | 93,346 | 2,830 | 1.03% | 1.12% | 196 | -60 | -0.06% | Q1 2026 | Apr 09, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 93,001 | 2,819 | 0.02% | 0.02% | 197 | +775 | 0.84% | Q1 2026 | Apr 14, 2026 |
| Allworth Financial LP | History | Reduced | 92,140 | 2,793 | 0.01% | 0.01% | 198 | -2,630 | -2.78% | Q1 2026 | May 14, 2026 |
| Sierra Capital LLC | History | Added to | 91,561 | 2,776 | 0.3% | 0.29% | 199 | +2,331 | 2.61% | Q1 2026 | May 15, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | Added to | 90,869 | 2,755 | 0.38% | 0.33% | 200 | +2,306 | 2.6% | Q1 2026 | Apr 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 89,953 | 2,727 | 0.01% | 0.01% | 201 | +520 | 0.58% | Q1 2026 | May 15, 2026 |
| Sharper & Granite LLC | History | Added to | 89,515 | 2,714 | 0.93% | 0.89% | 202 | +8,000 | 9.81% | Q1 2026 | Apr 08, 2026 |
| TCTC Holdings, LLC | History | Added to | 88,647 | 2,687 | 0.08% | 0.08% | 203 | +75 | 0.08% | Q1 2026 | May 07, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 88,440 | 2,681 | 0.05% | 0.05% | 204 | +5,565 | 6.71% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | Added to | 88,030 | 2,669 | 0.17% | 0.17% | 205 | +2,590 | 3.03% | Q1 2026 | Apr 28, 2026 |
| RMR Capital Management, LLC | History | Reduced | 87,865 | 2,664 | 1.92% | 1.98% | 206 | -1,166 | -1.31% | Q1 2026 | May 20, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 87,297 | 2,647 | 0.68% | 0.69% | 207 | -7,782 | -8.18% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 87,136 | 2,641 | 0.06% | 0.06% | 208 | -6,099 | -6.54% | Q1 2026 | May 01, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 87,020 | 2,638 | 0.09% | 0.1% | 209 | -10,244 | -10.53% | Q1 2026 | May 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 86,750 | 2,630 | 0.19% | 0.19% | 210 | +2,166 | 2.56% | Q1 2026 | Apr 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 86,367 | 2,618 | 0.08% | 0.07% | 211 | +11,794 | 15.82% | Q1 2026 | Apr 08, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 85,020 | 2,577 | 0.63% | 0.66% | 212 | -840 | -0.98% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 84,615 | 2,565 | 0.03% | 0.03% | 213 | +19,518 | 29.98% | Q1 2026 | May 15, 2026 |
| Mount Lucas Management LP | History | Reduced | 84,540 | 2,563 | 0.95% | 1.19% | 214 | -11,923 | -12.36% | Q1 2026 | May 05, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 83,384 | 2,528 | 0.14% | 0.16% | 215 | -10,361 | -11.05% | Q1 2026 | Apr 23, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Added to | 82,141 | 2,490 | 1.8% | 1.05% | 216 | +41,478 | 102.0% | Q1 2026 | May 07, 2026 |
| Tidal Investments LLC | History | Added to | 82,141 | 2,487 | 0.01% | 0.0% | 217 | +41,478 | 102.0% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 81,756 | 2,478 | 0.02% | 0.02% | 218 | +4,037 | 5.19% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 81,705 | 2,477 | 0.03% | 0.03% | 219 | +343 | 0.42% | Q1 2026 | May 05, 2026 |
| Peoples Bank/KS | History | Reduced | 81,260 | 2,463 | 2.48% | 2.56% | 220 | -1,055 | -1.28% | Q1 2026 | Apr 15, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 80,928 | 2,453 | 0.51% | 0.47% | 221 | +9,738 | 13.68% | Q1 2026 | May 15, 2026 |
| Graetz Wealth LLC | History | Added to | 80,588 | 2,443 | 2.18% | 1.48% | 222 | +28,161 | 53.71% | Q1 2026 | Apr 30, 2026 |
| Infinity Wealth Counsel, LLC | History | Added to | 79,589 | 2,413 | 2.22% | 2.21% | 223 | +1,290 | 1.65% | Q1 2026 | Apr 08, 2026 |
| Destination Wealth Management | History | Added to | 79,356 | 2,406 | 0.06% | 0.06% | 224 | +5,364 | 7.25% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | Added to | 78,423 | 2,377 | 0.2% | 0.2% | 225 | +11 | 0.01% | Q1 2026 | May 14, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | Reduced | 77,508 | 2,350 | 0.59% | 0.6% | 226 | -3,096 | -3.84% | Q1 2026 | Apr 28, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 77,496 | 2,349 | 1.55% | 1.68% | 227 | -7,322 | -8.63% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 77,283 | 2,343 | 0.01% | 0.01% | 228 | +1,904 | 2.53% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 77,069 | 2,336 | 0.06% | 0.06% | 229 | -6,345 | -7.61% | Q1 2026 | May 11, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 76,213 | 2,310 | 0.03% | 0.06% | 231 | -34,751 | -31.32% | Q1 2026 | May 11, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Reduced | 76,191 | 2,310 | 0.12% | 0.13% | 230 | -1,959 | -2.51% | Q1 2026 | Apr 15, 2026 |
| Ballentine Partners, LLC | History | No change | 74,605 | 2,262 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 73,685 | 2,234 | 0.15% | 0.15% | 233 | +2,490 | 3.5% | Q1 2026 | Apr 10, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 73,205 | 2,219 | 0.2% | 0.19% | 234 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | Reduced | 73,014 | 2,213 | 0.61% | 0.65% | 235 | -2,579 | -3.41% | Q1 2026 | May 08, 2026 |
| Procyon Advisors, LLC | History | Reduced | 72,958 | 2,212 | 0.11% | 0.11% | 236 | -2,094 | -2.79% | Q1 2026 | May 04, 2026 |
| Disciplined Investments, LLC | History | Reduced | 72,892 | 2,210 | 0.79% | 0.88% | 237 | -1,074 | -1.45% | Q1 2026 | May 12, 2026 |
| Capstone Wealth Management Group LLC | History | Reduced | 72,844 | 2,208 | 1.36% | 1.42% | 238 | -2,645 | -3.5% | Q1 2026 | Apr 16, 2026 |
| Fragasso Financial Advisors Inc | History | Added to | 72,006 | 2,196 | 0.13% | 0.13% | 239 | +876 | 1.23% | Q1 2026 | Apr 07, 2026 |
| Janney Capital Management LLC | History | No change | 70,880 | 2,194 | 0.14% | 0.14% | 240 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DUNCKER STREETT & CO INC | History | Reduced | 72,317 | 2,192 | 0.42% | 0.4% | 241 | -1,124 | -1.53% | Q1 2026 | Apr 29, 2026 |
| AlphaCore Capital LLC | History | Added to | 71,992 | 2,182 | 0.05% | 0.05% | 242 | +6,467 | 9.87% | Q1 2026 | May 15, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 70,472 | 2,181 | 3.3% | 3.3% | 243 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SouthState Bank Corp | History | Reduced | 71,848 | 2,178 | 0.1% | 0.1% | 244 | -2,364 | -3.19% | Q1 2026 | May 05, 2026 |
| FOCUS Wealth Advisors, LLC | History | Reduced | 70,619 | 2,141 | 1.05% | 1.06% | 246 | -2,746 | -3.74% | Q1 2026 | Apr 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 70,629 | 2,141 | 0.11% | 0.12% | 245 | +302 | 0.43% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 69,718 | 2,113 | 0.0% | 0.0% | 247 | +9,689 | 16.14% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 68,484 | 2,080 | 0.14% | 0.14% | 248 | +3,188 | 4.88% | Q1 2026 | May 01, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 68,178 | 2,067 | 0.48% | 0.47% | 249 | +4,127 | 6.44% | Q1 2026 | May 06, 2026 |
| Arista Wealth Management, LLC | History | Added to | 67,818 | 2,056 | 0.25% | 0.21% | 250 | +13,822 | 25.6% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 67,642 | 2,050 | 0.0% | 0.0% | 251 | +5,601 | 9.03% | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 67,291 | 2,040 | 0.07% | 0.04% | 252 | +34,403 | 104.61% | Q1 2026 | May 06, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 66,436 | 2,014 | 0.08% | 0.08% | 253 | -1,476 | -2.17% | Q1 2026 | Apr 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 66,281 | 2,009 | 0.04% | 0.04% | 254 | +1,608 | 2.49% | Q1 2026 | Apr 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 66,148 | 2,005 | 0.02% | 0.01% | 255 | +24,132 | 57.44% | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | Added to | 65,508 | 1,986 | 0.18% | 0.19% | 256 | +3,841 | 6.23% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 65,296 | 1,979 | 0.05% | 0.05% | 257 | -488 | -0.74% | Q1 2026 | May 04, 2026 |
| Crewe Advisors LLC | History | Reduced | 64,594 | 1,958 | 0.17% | 0.18% | 258 | -276 | -0.43% | Q1 2026 | May 07, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 63,771 | 1,933 | 0.1% | 0.11% | 260 | -2,946 | -4.42% | Q1 2026 | May 04, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Reduced | 63,760 | 1,933 | 0.21% | 0.22% | 259 | -560 | -0.87% | Q1 2026 | Apr 29, 2026 |
| Stronghold Wealth Management L.L.C. | History | Added to | 63,260 | 1,918 | 2.9% | 2.83% | 261 | +1,408 | 2.28% | Q1 2026 | Apr 30, 2026 |
| WENDELL DAVID ASSOCIATES INC | History | Reduced | 63,062 | 1,912 | 0.21% | 0.2% | 262 | -100 | -0.16% | Q1 2026 | Apr 23, 2026 |
| Farrell Financial LLC | History | Added to | 62,798 | 1,904 | 1.14% | 1.12% | 263 | +1,209 | 1.96% | Q1 2026 | Apr 13, 2026 |
| FELL CAPITAL MANAGEMENT /ADV | History | Reduced | 62,784 | 1,903 | 1.82% | 2.02% | 264 | -4,200 | -6.27% | Q1 2026 | May 04, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 62,594 | 1,897 | 0.43% | 0.47% | 265 | -4,651 | -6.92% | Q1 2026 | Apr 20, 2026 |
| Clearbridge Investments, LLC | History | No change | 62,182 | 1,885 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Creegan & Nassoura Financial Group, LLC | History | No change | 60,692 | 1,879 | 1.22% | 1.22% | 267 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SHUFRO ROSE & CO LLC | History | Added to | 60,675 | 1,839 | 0.13% | 0.1% | 268 | +11,040 | 22.24% | Q1 2026 | May 15, 2026 |
| FAGAN ASSOCIATES, INC. | History | New | 59,552 | 1,805 | 0.25% | — | 269 | +59,552 | New | Q1 2026 | May 04, 2026 |
| Talon Private Wealth, LLC | History | New | 58,336 | 1,768 | 0.23% | — | 270 | +58,336 | New | Q1 2026 | May 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 57,786 | 1,752 | 0.21% | 0.25% | 271 | -1,243 | -2.11% | Q1 2026 | Apr 30, 2026 |
| Curi Capital, LLC | History | Reduced | 57,310 | 1,737 | 0.03% | 0.04% | 273 | -9,478 | -14.19% | Q1 2026 | May 15, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | Added to | 57,307 | 1,737 | 0.4% | 0.34% | 272 | +8,459 | 17.32% | Q1 2026 | Apr 16, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 57,293 | 1,737 | 0.6% | 0.6% | 274 | +886 | 1.57% | Q1 2026 | Apr 23, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 57,196 | 1,734 | 0.25% | 0.26% | 275 | -105 | -0.18% | Q1 2026 | May 13, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 56,940 | 1,726 | 0.0% | 0.05% | 276 | -847,137 | -93.7% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 56,417 | 1,710 | 0.02% | 0.02% | 277 | +3,038 | 5.69% | Q1 2026 | May 12, 2026 |
| Connecticut Wealth Management, LLC | History | Reduced | 55,916 | 1,695 | 0.07% | 0.1% | 278 | -18,124 | -24.48% | Q1 2026 | Apr 30, 2026 |
| HFG Advisors, Inc. | History | Reduced | 55,394 | 1,679 | 1.18% | 1.29% | 279 | -1,980 | -3.45% | Q1 2026 | May 08, 2026 |
| Thrive Capital Management, LLC | History | Added to | 55,373 | 1,678 | 0.37% | 0.26% | 281 | +17,599 | 46.59% | Q1 2026 | Apr 27, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 55,347 | 1,678 | 0.0% | 0.0% | 280 | -5,156 | -8.52% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 55,117 | 1,671 | 0.0% | 0.0% | 282 | +5,760 | 11.67% | Q1 2026 | May 08, 2026 |
| Sound View Wealth Advisors Group, LLC | History | Reduced | 54,904 | 1,664 | 0.11% | 0.12% | 283 | -3,391 | -5.82% | Q1 2026 | May 06, 2026 |
| Midwest Trust Co | History | Added to | 54,467 | 1,651 | 0.02% | 0.02% | 284 | +1,072 | 2.01% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Reduced | 54,287 | 1,645 | 0.02% | 0.02% | 285 | -1,507 | -2.7% | Q1 2026 | May 15, 2026 |
| Mathes Company, Inc. | History | Added to | 53,850 | 1,633 | 0.6% | 0.56% | 286 | +3,500 | 6.95% | Q1 2026 | May 08, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 53,463 | 1,620 | 0.05% | 0.05% | 287 | -714 | -1.32% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 51,174 | 1,612 | 0.04% | 0.04% | 288 | -3,969 | -7.2% | Q1 2026 | May 04, 2026 |
| Charles Schwab Trust Co | History | Added to | 53,109 | 1,610 | 0.1% | 0.09% | 289 | +9,091 | 20.65% | Q1 2026 | Apr 10, 2026 |
| Bath Savings Trust Co | History | Added to | 52,520 | 1,592 | 0.17% | 0.16% | 290 | +196 | 0.37% | Q1 2026 | Apr 07, 2026 |
| SS&H Financial Advisors, Inc. | History | No change | 51,425 | 1,592 | 0.46% | 0.46% | 291 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Added to | 52,468 | 1,590 | 0.85% | 0.79% | 292 | +6,848 | 15.01% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 52,265 | 1,584 | 0.01% | 0.01% | 294 | -14,294 | -21.48% | Q1 2026 | Apr 30, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | Added to | 52,264 | 1,584 | 0.23% | 0.23% | 293 | +277 | 0.53% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 52,047 | 1,578 | 0.02% | 0.03% | 295 | -2,410 | -4.43% | Q1 2026 | May 13, 2026 |
| CMH Wealth Management LLC | History | New | 52,025 | 1,577 | 0.27% | — | 296 | +52,025 | New | Q1 2026 | Apr 13, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | Reduced | 51,671 | 1,566 | 0.32% | 0.36% | 297 | -4,840 | -8.56% | Q1 2026 | May 14, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 51,045 | 1,547 | 0.25% | 0.26% | 298 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 50,938 | 1,544 | 0.36% | 0.34% | 299 | +5,111 | 11.15% | Q1 2026 | May 07, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 49,017 | 1,541 | 0.8% | 0.63% | 300 | +17,977 | 57.92% | Q1 2026 | May 18, 2026 |