iShares, Inc. - PICK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Reduced | 3,030,700 | 171,507 | 0.06% | 0.05% | 1 | -87,017 | -2.79% | Q1 2026 | May 05, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Reduced | 1,767,862 | 100,043 | 1.14% | 1.54% | 2 | -890,994 | -33.51% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,062,722 | 60,139 | 0.0% | 0.0% | 3 | +575,197 | 117.98% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | New | 638,738 | 36,146 | 0.14% | — | 4 | +638,738 | New | Q1 2026 | May 15, 2026 |
| New Harbor Financial Group, LLC | History | Added to | 564,600 | 31,950 | 5.63% | 5.03% | 5 | +30,093 | 5.63% | Q1 2026 | May 05, 2026 |
| Greenline Partners, LLC | History | Added to | 507,961 | 28,745 | 3.09% | 2.98% | 6 | +45 | 0.01% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 467,918 | 26,479 | 0.02% | 0.0% | 7 | +442,670 | 1753.29% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 401,759 | 22,735 | 0.0% | 0.0% | 8 | -148,241 | -26.95% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | New | 373,274 | 21,121 | 0.21% | — | 9 | +373,274 | New | Q1 2026 | May 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 370,221 | 20,950 | 0.06% | — | 10 | +370,221 | New | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 323,780 | 18,322 | 0.0% | 0.0% | 11 | +35,973 | 12.5% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 288,950 | 16,351 | 0.06% | 0.0% | 12 | +284,930 | 7087.81% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 277,111 | 15,681 | 0.0% | 0.0% | 13 | +102,694 | 58.88% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 262,118 | 14,833 | 0.0% | 0.0% | 14 | +102,473 | 64.19% | Q1 2026 | May 06, 2026 |
| Proficio Capital Partners LLC | History | Added to | 257,117 | 14,585 | 0.78% | 0.56% | 15 | +102,032 | 65.79% | Q1 2026 | May 14, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 244,668 | 13,845 | 2.34% | 2.05% | 16 | +10,011 | 4.27% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 230,130 | 13,023 | 0.0% | 0.0% | 17 | +2,137 | 0.94% | Q1 2026 | May 15, 2026 |
| VESTOR CAPITAL, LLC | History | New | 206,992 | 11,714 | 0.85% | — | 18 | +206,992 | New | Q1 2026 | May 21, 2026 |
| UBS Group AG | History | Added to | 184,524 | 10,442 | 0.0% | 0.0% | 19 | +67,853 | 58.16% | Q1 2026 | May 05, 2026 |
| Ackerman Capital Advisors, LLC | History | Reduced | 180,822 | 10,232 | 2.1% | 1.88% | 20 | -1,452 | -0.8% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 188,563 | 10,169 | 0.0% | 0.0% | 21 | +180,851 | 2345.06% | Q1 2026 | May 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 143,972 | 8,147 | 0.13% | — | 22 | +143,972 | New | Q1 2026 | Apr 01, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 139,779 | 7,910 | 0.13% | — | 23 | +139,779 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 138,194 | 7,820 | 0.0% | 0.0% | 24 | -39,039 | -22.03% | Q1 2026 | May 04, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | New | 136,050 | 7,699 | 0.11% | — | 25 | +136,050 | New | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 135,827 | 7,686 | 0.0% | 0.0% | 26 | +88,511 | 187.06% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 128,956 | 7,297 | 0.0% | 0.0% | 27 | +96,289 | 294.76% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 123,112 | 6,966 | 0.01% | 0.0% | 28 | +93,003 | 308.89% | Q1 2026 | May 14, 2026 |
| Retirement Management Systems Inc. | History | New | 116,694 | 6,603 | 1.59% | — | 29 | +116,694 | New | Q1 2026 | Apr 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 110,871 | 6,273 | 0.0% | 0.0% | 30 | +22,455 | 25.4% | Q1 2026 | May 15, 2026 |
| First Trust Bank, Ltd. | History | Reduced | 107,602 | 6,089 | 11.97% | 20.2% | 31 | -69,348 | -39.19% | Q1 2026 | May 13, 2026 |
| Trilogy Capital Inc. | History | New | 105,087 | 5,946 | 0.26% | — | 32 | +105,087 | New | Q1 2026 | Apr 21, 2026 |
| THEORY FINANCIAL LLC | History | Added to | 102,094 | 5,777 | 2.03% | 0.94% | 33 | +55,172 | 117.58% | Q1 2026 | May 05, 2026 |
| TLS Advisors LLC | History | No change | 100,994 | 5,715 | 13.56% | 13.6% | 34 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 95,049 | 5,378 | 1.19% | 1.09% | 35 | -595 | -0.62% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 92,836 | 5,253 | 0.01% | 0.01% | 36 | +1,494 | 1.64% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 91,809 | 5,195 | 0.0% | 0.0% | 37 | -41,675 | -31.22% | Q1 2026 | May 11, 2026 |
| BlueCrest Capital Management Ltd | History | New | 90,000 | 5,093 | 0.3% | — | 38 | +90,000 | New | Q1 2026 | May 15, 2026 |
| Bedell Frazier Investment Counselling, LLC | History | Added to | 86,019 | 4,867 | 0.98% | 0.78% | 39 | +7,714 | 9.85% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 80,777 | 4,571 | 0.0% | 0.0% | 40 | +21,965 | 37.35% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 80,134 | 4,534 | 0.01% | 0.01% | 41 | +30,298 | 60.8% | Q1 2026 | May 05, 2026 |
| Refined Wealth Management | History | New | 77,682 | 4,396 | 2.77% | — | 42 | +77,682 | New | Q1 2026 | Apr 21, 2026 |
| Allied Investment Advisors, LLC | History | No change | 70,374 | 3,982 | 0.57% | 0.56% | 43 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 67,400 | 3,814 | 0.0% | 0.0% | 44 | +41,200 | 157.25% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 66,517 | 3,764 | 0.03% | 0.03% | 45 | +859 | 1.31% | Q1 2026 | May 14, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 64,971 | 3,676 | 0.03% | 0.02% | 46 | -9,683 | -12.97% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | New | 64,183 | 3,632 | 0.02% | — | 47 | +64,183 | New | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 59,614 | 3,373 | 0.11% | 0.13% | 48 | -13,421 | -18.38% | Q1 2026 | Apr 07, 2026 |
| Tepp RIA, LLC | History | New | 59,121 | 3,345 | 2.62% | — | 49 | +59,121 | New | Q1 2026 | Apr 22, 2026 |
| GTS SECURITIES LLC | History | New | 57,664 | 3,263 | 0.12% | — | 50 | +57,664 | New | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 56,573 | 3,201 | 0.01% | 0.0% | 51 | +26,747 | 89.68% | Q1 2026 | May 14, 2026 |
| Consolidated Investment Group LLC | History | New | 54,600 | 3,089 | 0.34% | — | 52 | +54,600 | New | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 53,207 | 3,011 | 0.0% | 0.0% | 53 | +15,160 | 39.85% | Q1 2026 | May 15, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 51,428 | 2,910 | 0.2% | 0.17% | 54 | +1,590 | 3.19% | Q1 2026 | May 05, 2026 |
| Bank Pictet & Cie (Europe) AG | History | Reduced | 48,989 | 2,772 | 0.06% | 0.06% | 55 | -11,544 | -19.07% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 45,819 | 2,565 | 0.0% | 0.0% | 56 | +778 | 1.73% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 41,800 | 2,365 | 0.01% | 0.0% | 57 | +16,800 | 67.2% | Q1 2026 | May 08, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 40,531 | 2,293 | 0.04% | 0.04% | 58 | +970 | 2.45% | Q1 2026 | Apr 21, 2026 |
| Mariner, LLC | History | Added to | 39,935 | 2,259 | 0.0% | 0.0% | 59 | +30,407 | 319.13% | Q1 2026 | May 13, 2026 |
| WMS Group LLC | History | New | 36,513 | 2,066 | 3.0% | — | 60 | +36,513 | New | Q1 2026 | Apr 21, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 35,000 | 1,887 | 0.0% | 0.01% | 61 | -106,450 | -75.26% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 32,036 | 1,812 | 0.0% | 0.0% | 62 | -7,372 | -18.71% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 31,666 | 1,791 | 0.0% | 0.0% | 63 | +4,749 | 17.64% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 30,261 | 1,630 | 0.0% | 0.0% | 64 | +18,936 | 167.21% | Q1 2026 | May 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 31,443 | 1,614 | 1.01% | 1.01% | 65 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 27,962 | 1,582 | 0.01% | 0.01% | 66 | +3,744 | 15.46% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 26,700 | 1,510 | 0.0% | — | 67 | +26,700 | New | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 25,708 | 1,454 | 0.04% | 0.05% | 68 | -3,349 | -11.53% | Q1 2026 | May 11, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 23,812 | 1,347 | 0.88% | 0.87% | 69 | -807 | -3.28% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 23,265 | 1,316 | 0.0% | 0.0% | 70 | +4,393 | 23.28% | Q1 2026 | Apr 27, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 23,063 | 1,305 | 0.03% | 0.04% | 71 | -3,911 | -14.5% | Q1 2026 | Apr 07, 2026 |
| BARCLAYS PLC | History | New | 22,730 | 1,286 | 0.0% | — | 72 | +22,730 | New | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 21,941 | 1,241 | 0.49% | 0.38% | 73 | +3,867 | 21.4% | Q1 2026 | Apr 17, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | New | 21,149 | 1,196 | 0.09% | — | 74 | +21,149 | New | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 20,704 | 1,171 | 0.0% | 0.0% | 75 | +4,038 | 24.23% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 20,661 | 1,169 | 0.01% | 0.01% | 76 | -11,112 | -34.97% | Q1 2026 | May 15, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 19,770 | 1,118 | 0.24% | — | 77 | +19,770 | New | Q1 2026 | Apr 15, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 18,700 | 1,059 | 0.0% | 0.0% | 78 | +12,950 | 225.22% | Q1 2026 | May 07, 2026 |
| Miller Global Investments, LLC | History | Reduced | 18,509 | 1,047 | 0.96% | 0.91% | 79 | -1,036 | -5.3% | Q1 2026 | Apr 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 18,183 | 1,028 | 0.0% | 0.0% | 80 | +6,213 | 51.9% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 17,549 | 993 | 0.0% | 0.0% | 81 | +7,984 | 83.47% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | No change | 17,285 | 978 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Forum Finance Group S.A. | History | New | 21,070 | 968 | 0.52% | — | 83 | +21,070 | New | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 16,944 | 958 | 0.03% | 0.03% | 84 | -35 | -0.21% | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | New | 16,825 | 952 | 0.1% | — | 85 | +16,825 | New | Q1 2026 | Apr 15, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 16,100 | 911 | 0.0% | 0.0% | 86 | -1,600 | -9.04% | Q1 2026 | May 13, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 15,519 | 878 | 0.09% | 0.1% | 88 | -2,722 | -14.92% | Q1 2026 | May 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 15,523 | 878 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BFI Infinity Ltd. | History | Added to | 14,250 | 806 | 0.45% | 0.33% | 89 | +3,908 | 37.79% | Q1 2026 | Apr 13, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | New | 13,965 | 790 | 0.06% | — | 90 | +13,965 | New | Q1 2026 | Apr 20, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 13,385 | 757 | 0.49% | 0.54% | 91 | -1,941 | -12.66% | Q1 2026 | Apr 21, 2026 |
| Advisor Resource Council | History | Added to | 13,104 | 741 | 0.24% | 0.25% | 92 | +1,123 | 9.37% | Q1 2026 | May 07, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 13,072 | 739 | 0.13% | 0.15% | 93 | -3,925 | -23.09% | Q1 2026 | May 01, 2026 |
| Synergy Asset Management, LLC | History | Added to | 13,028 | 737 | 0.08% | 0.06% | 94 | +903 | 7.45% | Q1 2026 | May 13, 2026 |
| GFS Advisors, LLC | History | New | 9,385 | 735 | 0.09% | — | 95 | +9,385 | New | Q1 2026 | Apr 30, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 12,730 | 720 | 0.09% | 0.07% | 96 | +768 | 6.42% | Q1 2026 | Apr 23, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 12,380 | 701 | 0.0% | — | 97 | +12,380 | New | Q1 2026 | May 15, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 12,319 | 697 | 0.11% | 0.2% | 98 | -11,873 | -49.08% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | No change | 12,295 | 695 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ABBINGTON INVESTMENT GROUP | History | No change | 12,210 | 690 | 0.4% | 0.43% | 100 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,178 | 689 | 0.0% | 0.0% | 101 | -11,805 | -49.22% | Q1 2026 | May 04, 2026 |
| SAXON INTERESTS, INC. | History | New | 12,004 | 679 | 0.23% | — | 103 | +12,004 | New | Q1 2026 | Apr 29, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 12,000 | 679 | 0.01% | 0.01% | 102 | +2,000 | 20.0% | Q1 2026 | May 04, 2026 |
| Brookstone Capital Management | History | New | 11,253 | 636 | 0.01% | — | 104 | +11,253 | New | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,133 | 630 | 0.0% | 0.0% | 105 | +5,309 | 91.16% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | New | 11,066 | 626 | 0.0% | — | 106 | +11,066 | New | Q1 2026 | May 14, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 10,891 | 616 | 0.03% | 0.03% | 107 | -1,029 | -8.63% | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | Added to | 10,661 | 603 | 0.03% | 0.03% | 108 | +51 | 0.48% | Q1 2026 | Apr 24, 2026 |
| Corecam Pte. Ltd. | History | Reduced | 10,460 | 592 | 0.26% | 0.28% | 109 | -190 | -1.78% | Q1 2026 | Apr 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 10,446 | 591 | 0.03% | 0.04% | 110 | +1,044 | 11.1% | Q1 2026 | Apr 21, 2026 |
| Argyle Capital Partners, LLC | History | Added to | 10,173 | 575 | 0.41% | 0.37% | 111 | +335 | 3.41% | Q1 2026 | May 07, 2026 |
| Jefferies Financial Group Inc. | History | New | 9,828 | 556 | 0.0% | — | 112 | +9,828 | New | Q1 2026 | May 07, 2026 |
| Resolute Advisors LLC | History | Added to | 9,697 | 548 | 0.23% | 0.16% | 113 | +223 | 2.35% | Q1 2026 | May 07, 2026 |
| Visionary Wealth Advisors | History | New | 9,613 | 544 | 0.02% | — | 114 | +9,613 | New | Q1 2026 | May 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | New | 9,265 | 524 | 0.03% | — | 115 | +9,265 | New | Q1 2026 | May 11, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | New | 8,550 | 484 | 0.01% | — | 116 | +8,550 | New | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | No change | 8,500 | 481 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ALLSTATE CORP | History | No change | 8,300 | 469 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KBC Group NV | History | Added to | 8,200 | 464 | 0.0% | 0.0% | 119 | +3,400 | 70.83% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,935 | 455 | 0.0% | 0.0% | 120 | +852 | 12.03% | Q1 2026 | Apr 08, 2026 |
| Endowment Wealth Management, Inc. | History | Reduced | 7,955 | 450 | 0.2% | 0.27% | 121 | -3,308 | -29.37% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | New | 7,908 | 447 | 0.0% | — | 122 | +7,908 | New | Q1 2026 | May 14, 2026 |
| COOPER INVESTORS PTY LTD | History | Added to | 7,799 | 441 | 0.18% | 0.07% | 123 | +3,593 | 85.43% | Q1 2026 | Apr 27, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 7,692 | 435 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 7,500 | 424 | 0.0% | 0.0% | 125 | -2,500 | -25.0% | Q1 2026 | May 15, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 7,377 | 417 | 0.01% | 0.0% | 126 | +3,377 | 84.43% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,934 | 407 | 0.0% | 0.0% | 127 | +2,214 | 38.71% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,182 | 406 | 0.05% | — | 128 | +7,182 | New | Q1 2026 | May 15, 2026 |
| Ted Buchan & Co | History | Added to | 6,958 | 393 | 0.14% | 0.13% | 129 | +278 | 4.16% | Q1 2026 | May 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 6,840 | 387 | 0.03% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,790 | 384 | 0.0% | 0.0% | 131 | +2,929 | 75.86% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 5,955 | 336 | 0.0% | — | 132 | +5,955 | New | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 5,923 | 335 | 0.02% | 0.02% | 133 | -701 | -10.58% | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,443 | 308 | 0.0% | 0.0% | 134 | +1,316 | 31.89% | Q1 2026 | Apr 24, 2026 |
| Fort Sheridan Advisors LLC | History | Reduced | 5,422 | 306 | 0.04% | 0.05% | 135 | -2,528 | -31.8% | Q1 2026 | May 06, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 5,316 | 300 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 5,347 | 288 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FMR LLC | History | Added to | 4,857 | 274 | 0.0% | 0.0% | 138 | +178 | 3.8% | Q1 2026 | May 15, 2026 |
| Colonial River Investments, LLC | History | Reduced | 4,833 | 273 | 0.1% | 0.09% | 139 | -140 | -2.82% | Q1 2026 | Apr 27, 2026 |
| NWAM LLC | History | Added to | 4,762 | 269 | 0.02% | 0.02% | 140 | +45 | 0.95% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,635 | 262 | 0.0% | 0.0% | 141 | +4,385 | 1754.0% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,105 | 262 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 4,592 | 259 | 0.0% | — | 143 | +4,592 | New | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 4,340 | 245 | 0.02% | 0.02% | 144 | -1,995 | -31.49% | Q1 2026 | May 05, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 4,225 | 239 | 0.03% | 0.06% | 145 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RMG Wealth Management LLC | History | New | 1,049 | 234 | 0.03% | — | 146 | +1,049 | New | Q1 2026 | May 14, 2026 |
| Integrity Financial Corp /WA | History | New | 4,035 | 228 | 0.11% | — | 147 | +4,035 | New | Q1 2026 | May 14, 2026 |
| Colonial Trust Co / SC | History | New | 4,113 | 221 | 0.03% | — | 148 | +4,113 | New | Q1 2026 | May 12, 2026 |
| Solstein Capital, LLC | History | Added to | 3,829 | 216 | 0.09% | 0.08% | 149 | +76 | 2.03% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | New | 3,658 | 207 | 0.0% | — | 150 | +3,658 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 3,623 | 205 | 0.01% | — | 151 | +3,623 | New | Q1 2026 | May 19, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 3,608 | 204 | 0.0% | — | 152 | +3,608 | New | Q1 2026 | Apr 14, 2026 |
| Friedenthal Financial | History | New | 2,914 | 164 | 0.08% | — | 153 | +2,914 | New | Q1 2026 | Apr 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,516 | 142 | 0.0% | 0.0% | 154 | +97 | 4.01% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 2,178 | 123 | 0.0% | 0.0% | 155 | +270 | 14.15% | Q1 2026 | May 13, 2026 |
| United Financial Planning Group LLC | History | Added to | 2,143 | 121 | 0.07% | 0.06% | 156 | +86 | 4.18% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 2,214 | 113 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | Added to | 1,696 | 95 | 0.0% | 0.0% | 158 | +567 | 50.22% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,674 | 85 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| COMERICA BANK | History | No change | 1,655 | 84 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,385 | 78 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 1,334 | 75 | 0.0% | 0.0% | 162 | +680 | 103.98% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,273 | 72 | 0.0% | 0.0% | 163 | +826 | 184.79% | Q1 2026 | May 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | New | 1,205 | 68 | 0.03% | — | 164 | +1,205 | New | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 1,167 | 66 | 0.0% | 0.0% | 165 | +366 | 45.69% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,057 | 59 | 0.0% | 0.0% | 166 | +17 | 1.63% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,043 | 58 | 0.0% | 0.0% | 167 | +625 | 149.52% | Q1 2026 | May 13, 2026 |
| DARA CAPITAL US, INC. | History | No change | 1,000 | 56 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 914 | 51 | 0.0% | 0.0% | 169 | +742 | 431.4% | Q1 2026 | May 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 841 | 47 | 0.01% | — | 170 | +841 | New | Q1 2026 | Apr 14, 2026 |
| City State Bank | History | No change | 800 | 45 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 760 | 43 | 0.0% | 0.0% | 172 | -46 | -5.71% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 759 | 42 | 0.0% | 0.0% | 173 | +408 | 116.24% | Q1 2026 | May 07, 2026 |
| Banque Transatlantique SA | History | New | 715 | 40 | 0.0% | — | 174 | +715 | New | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 669 | 37 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 638 | 36 | 0.0% | 0.0% | 177 | +611 | 2262.96% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 650 | 36 | 0.0% | 0.0% | 176 | +337 | 107.67% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 573 | 32 | 0.0% | — | 178 | +573 | New | Q1 2026 | May 11, 2026 |
| MARSHALL INVESTMENT MANAGEMENT, LLC | History | New | 569 | 32 | 0.02% | — | 179 | +569 | New | Q1 2026 | May 08, 2026 |
| Clearstead Trust, LLC | History | New | 548 | 31 | 0.01% | — | 181 | +548 | New | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 555 | 31 | 0.0% | 0.0% | 180 | +333 | 150.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 500 | 28 | 0.0% | 0.0% | 182 | -100 | -16.67% | Q1 2026 | Apr 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 473 | 27 | 0.0% | 0.0% | 183 | +12 | 2.6% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 430 | 24 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | New | 408 | 23 | 0.0% | — | 186 | +408 | New | Q1 2026 | May 08, 2026 |
| Community Financial Services Group, LLC | History | New | 406 | 23 | 0.0% | — | 187 | +406 | New | Q1 2026 | Apr 08, 2026 |
| Root Financial Partners, LLC | History | Reduced | 411 | 23 | 0.0% | 0.0% | 185 | -33 | -7.43% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 445 | 22 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 359 | 20 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 360 | 20 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 345 | 19 | 0.0% | 0.0% | 191 | +143 | 70.79% | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | No change | 318 | 17 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 294 | 15 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TrinityBridge Ltd | History | New | 250 | 14 | 0.0% | — | 195 | +250 | New | Q1 2026 | May 12, 2026 |
| Caitlin John, LLC | History | Reduced | 264 | 14 | 0.01% | 0.01% | 194 | -102 | -27.87% | Q1 2026 | May 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 246 | 13 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | No change | 233 | 13 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Phillip James Consulting Co. | History | New | 232 | 12 | 0.01% | — | 199 | +232 | New | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 223 | 12 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| MOTCO | History | No change | 200 | 11 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Blue Trust, Inc. | History | No change | 195 | 11 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Clayton Financial Group LLC | History | No change | 200 | 11 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | No change | 193 | 10 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 168 | 9 | 0.0% | — | 204 | +168 | New | Q1 2026 | Apr 30, 2026 |
| Synergy Investment Management, LLC | History | New | 160 | 9 | 0.0% | — | 205 | +160 | New | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | New | 150 | 8 | 0.0% | — | 207 | +150 | New | Q1 2026 | May 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 155 | 8 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 132 | 7 | 0.0% | — | 209 | +132 | New | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 135 | 7 | 0.0% | 0.0% | 208 | +47 | 53.41% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 122 | 6 | 0.0% | — | 210 | +122 | New | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 100 | 5 | 0.0% | — | 214 | +100 | New | Q1 2026 | May 07, 2026 |
| WealthShield Partners, LLC | History | Reduced | 95 | 5 | 0.0% | 0.0% | 213 | -34 | -26.36% | Q1 2026 | May 01, 2026 |
| HOWE & RUSLING INC | History | No change | 106 | 5 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | No change | 97 | 5 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 78 | 4 | 0.0% | — | 217 | +78 | New | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 82 | 4 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 75 | 4 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 66 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 44 | 2 | 0.0% | 0.0% | 221 | -136 | -75.56% | Q1 2026 | May 04, 2026 |
| Signature Resources Capital Management, LLC | History | New | 47 | 2 | 0.0% | — | 225 | +47 | New | Q1 2026 | May 01, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 39 | 2 | 0.0% | — | 226 | +39 | New | Q1 2026 | May 07, 2026 |
| TFC Financial Management, Inc. | History | New | 38 | 2 | 0.0% | — | 224 | +38 | New | Q1 2026 | Apr 23, 2026 |
| Triumph Capital Management | History | No change | 50 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Founders Financial Alliance, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Key FInancial Inc | History | New | 25 | 1 | 0.0% | — | 227 | +25 | New | Q1 2026 | Apr 24, 2026 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.14% | — | -341,200 | -100.0% | Q1 2026 | May 13, 2026 |
| Cartenna Capital, LP | History | Closed out | 0 | 0 | — | 0.51% | — | -300,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -95,286 | -100.0% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -46,480 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -37,444 | -100.0% | Q1 2026 | May 13, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -29,564 | -100.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,520 | -100.0% | Q1 2026 | Apr 07, 2026 |
| STATE STREET CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,400 | -100.0% | Q1 2026 | May 15, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Closed out | 0 | 0 | — | 0.28% | — | -6,500 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,973 | -100.0% | Q1 2026 | Apr 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,717 | -100.0% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,476 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,825 | -100.0% | Q1 2026 | May 07, 2026 |
| Erste Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -430 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -138 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | May 11, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |