iSHARES TRUST - QLTA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,273,967 | 108,218 | 0.03% | 0.03% | 1 | +247,336 | 12.2% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Reduced | 2,273,002 | 108,172 | 0.01% | 0.01% | 2 | -94 | -0.0% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 2,270,586 | 108,057 | 1.48% | 1.4% | 3 | +238,840 | 11.76% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Reduced | 1,394,344 | 66,356 | 0.02% | 0.02% | 4 | -197,708 | -12.42% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 1,159,473 | 55,179 | 0.31% | 0.3% | 5 | +62,979 | 5.74% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,150,385 | 54,746 | 0.06% | 0.06% | 6 | +85,911 | 8.07% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 967,205 | 46,029 | 0.0% | 0.0% | 7 | -144,365 | -12.99% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 796,180 | 37,890 | 0.0% | 0.0% | 8 | +38,789 | 5.12% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 653,913 | 31,119 | 0.0% | 0.0% | 9 | +141,474 | 27.61% | Q1 2026 | May 05, 2026 |
| Compass Wealth Management, LLC/GA | History | Reduced | 650,371 | 30,951 | 13.22% | 13.33% | 10 | -22,936 | -3.41% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 589,349 | 28,049 | 0.01% | 0.01% | 11 | +38,159 | 6.92% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 534,512 | 25,437 | 0.03% | 0.03% | 12 | -54,819 | -9.3% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 460,059 | 21,894 | 0.06% | 0.03% | 13 | +172,391 | 59.93% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 458,046 | 21,798 | 0.01% | 0.01% | 14 | +39,674 | 9.48% | Q1 2026 | May 14, 2026 |
| Parcion Private Wealth LLC | History | Added to | 410,753 | 19,547 | 1.21% | 1.17% | 15 | +12,322 | 3.09% | Q1 2026 | Apr 22, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Reduced | 399,425 | 19,008 | 2.93% | 3.49% | 16 | -48,366 | -10.8% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 393,097 | 18,613 | 0.0% | 0.0% | 17 | +72,680 | 22.68% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 377,172 | 17,950 | 0.03% | 0.03% | 18 | +32,790 | 9.52% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 350,000 | 16,656 | 0.06% | 0.13% | 19 | -400,000 | -53.33% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 322,390 | 15,342 | 0.0% | 0.0% | 20 | -147,807 | -31.44% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 268,301 | 12,768 | 0.02% | 0.02% | 21 | -55,288 | -17.09% | Q1 2026 | Apr 27, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 268,251 | 12,766 | 0.11% | 0.11% | 22 | +6,332 | 2.42% | Q1 2026 | May 14, 2026 |
| Kelly Financial Services LLC | History | Reduced | 250,889 | 11,952 | 2.89% | 3.26% | 23 | -19,497 | -7.21% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Reduced | 243,589 | 11,592 | 0.02% | 0.03% | 24 | -28,684 | -10.54% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 219,221 | 10,432 | 0.06% | 0.04% | 25 | -41,952 | -16.06% | Q1 2026 | Apr 29, 2026 |
| Fonville Wealth Management LLC | History | Added to | 214,361 | 10,201 | 1.94% | 1.95% | 26 | +16,244 | 8.2% | Q1 2026 | Apr 20, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 200,117 | 9,503 | 0.17% | 0.13% | 27 | +143,304 | 252.24% | Q1 2026 | May 01, 2026 |
| Madison Asset Management, LLC | History | Added to | 197,753 | 9,411 | 0.12% | 0.1% | 28 | +9,649 | 5.13% | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 183,757 | 8,745 | 0.09% | 0.06% | 29 | +64,770 | 54.43% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 174,276 | 8,293 | 0.0% | 0.0% | 30 | +2,773 | 1.62% | Q1 2026 | May 15, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 172,566 | 8,212 | 3.94% | 3.93% | 31 | +3,847 | 2.28% | Q1 2026 | Apr 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 157,783 | 7,508 | 2.14% | 2.17% | 32 | +196 | 0.12% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 147,422 | 7,015 | 0.0% | 0.0% | 33 | +89,320 | 153.73% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 140,950 | 6,707 | 0.5% | 0.5% | 34 | +871 | 0.62% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | New | 127,397 | 6,062 | 0.0% | — | 35 | +127,397 | New | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 119,474 | 5,685 | 0.0% | 0.0% | 36 | -12,730 | -9.63% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 111,308 | 5,297 | 0.06% | 0.13% | 37 | -88,647 | -44.33% | Q1 2026 | May 15, 2026 |
| WRAPMANAGER INC | History | Added to | 108,783 | 5,176 | 1.8% | 1.33% | 38 | +27,138 | 33.24% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | Reduced | 107,310 | 5,106 | 0.25% | 0.29% | 39 | -15,660 | -12.73% | Q1 2026 | May 04, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | New | 101,235 | 4,817 | 2.02% | — | 40 | +101,235 | New | Q1 2026 | Apr 29, 2026 |
| Climber Capital SA | History | Reduced | 94,307 | 4,386 | 2.87% | 2.89% | 41 | -22,500 | -19.26% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 91,050 | 4,333 | 0.03% | 0.05% | 42 | -877 | -0.95% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 90,989 | 4,330 | 0.03% | 0.04% | 43 | -9,901 | -9.81% | Q1 2026 | Apr 07, 2026 |
| BlackRock, Inc. | History | Added to | 81,869 | 3,896 | 0.0% | 0.0% | 44 | +45,244 | 123.53% | Q1 2026 | May 13, 2026 |
| Catalyst Investment Management LLC | History | Reduced | 81,269 | 3,896 | 4.32% | 4.26% | 45 | -12,366 | -13.21% | Q1 2026 | Apr 23, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 79,449 | 3,780 | 0.29% | 0.26% | 46 | +13,434 | 20.35% | Q1 2026 | Apr 22, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 78,907 | 3,755 | 0.53% | 0.43% | 47 | +13,152 | 20.0% | Q1 2026 | May 15, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 78,876 | 3,753 | 0.88% | 0.85% | 48 | +4,521 | 6.08% | Q1 2026 | May 05, 2026 |
| Centennial Bank/AR/ | History | Added to | 78,091 | 3,716 | 1.33% | 0.2% | 49 | +67,573 | 642.45% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 77,477 | 3,682 | 0.02% | 0.02% | 50 | +23,447 | 43.4% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 75,922 | 3,613 | 0.0% | 0.0% | 51 | -2,882 | -3.66% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 72,849 | 3,466 | 0.0% | 0.0% | 52 | -56,948 | -43.87% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 69,682 | 3,316 | 0.05% | 0.04% | 53 | +18,179 | 35.3% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Reduced | 67,055 | 3,191 | 0.13% | 0.16% | 54 | -11,942 | -15.12% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 65,449 | 3,114 | 0.0% | 0.0% | 55 | +4,194 | 6.85% | Q1 2026 | May 15, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 64,167 | 3,053 | 0.24% | 0.34% | 56 | -9,932 | -13.4% | Q1 2026 | Apr 16, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 63,026 | 3,001 | 0.09% | 0.09% | 57 | -23,782 | -27.4% | Q1 2026 | Apr 08, 2026 |
| ISTHMUS PARTNERS, LLC | History | New | 59,976 | 2,854 | 0.3% | — | 58 | +59,976 | New | Q1 2026 | Apr 29, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 59,099 | 2,812 | 1.74% | 1.61% | 59 | +2,211 | 3.89% | Q1 2026 | May 13, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 56,567 | 2,692 | 0.06% | 0.08% | 60 | -14,117 | -19.97% | Q1 2026 | May 15, 2026 |
| SHUTTLEWORTH & Co | History | Added to | 54,745 | 2,605 | 2.36% | 1.93% | 61 | +10,846 | 24.71% | Q1 2026 | May 20, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Reduced | 54,076 | 2,573 | 0.15% | 0.18% | 62 | -8,320 | -13.33% | Q1 2026 | Apr 09, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 53,517 | 2,537 | 1.63% | 1.55% | 63 | +7,284 | 15.75% | Q1 2026 | May 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 52,040 | 2,476 | 0.0% | 0.01% | 64 | -2,020 | -3.74% | Q1 2026 | May 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 46,917 | 2,232 | 0.02% | 0.01% | 65 | +11,014 | 30.68% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 46,557 | 2,216 | 0.01% | 0.01% | 66 | -64,536 | -58.09% | Q1 2026 | Apr 30, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 44,619 | 2,123 | 0.76% | 0.97% | 67 | -11,538 | -20.55% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 43,907 | 2,089 | 0.01% | 0.02% | 68 | -15,730 | -26.38% | Q1 2026 | May 05, 2026 |
| ESL Trust Services, LLC | History | Added to | 42,105 | 2,003 | 0.38% | 0.34% | 69 | +4,760 | 12.75% | Q1 2026 | May 07, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 39,976 | 1,902 | 0.29% | 0.41% | 70 | -12,431 | -23.72% | Q1 2026 | May 06, 2026 |
| RKL Wealth Management LLC | History | Reduced | 38,525 | 1,833 | 0.16% | 0.17% | 71 | -3,602 | -8.55% | Q1 2026 | Apr 24, 2026 |
| LFA - Lugano Financial Advisors SA | History | Reduced | 38,216 | 1,804 | 0.92% | 0.95% | 72 | -93 | -0.24% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 33,232 | 1,581 | 0.0% | 0.0% | 73 | -2,429 | -6.81% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 31,841 | 1,499 | 0.0% | 0.0% | 74 | +8,452 | 36.14% | Q1 2026 | May 15, 2026 |
| HANOVER ADVISORS INC | History | Added to | 31,317 | 1,490 | 0.61% | 0.58% | 75 | +480 | 1.56% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 30,385 | 1,446 | 0.01% | 0.01% | 76 | -4,846 | -13.75% | Q1 2026 | Apr 30, 2026 |
| Dynamic Wealth Strategies, LLC | History | Added to | 28,567 | 1,359 | 0.79% | 0.77% | 77 | +1,500 | 5.54% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 25,552 | 1,216 | 0.0% | 0.0% | 78 | -27,826 | -52.13% | Q1 2026 | May 05, 2026 |
| Bigelow Investment Advisors, LLC | History | Added to | 25,253 | 1,201 | 0.48% | 0.46% | 79 | +562 | 2.28% | Q1 2026 | Apr 23, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 23,232 | 1,105 | 0.0% | — | 80 | +23,232 | New | Q1 2026 | May 13, 2026 |
| Detalus Advisors, LLC | History | Reduced | 20,848 | 992 | 0.23% | 0.27% | 81 | -2,159 | -9.38% | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 20,527 | 976 | 0.0% | 0.0% | 82 | -20,012 | -49.36% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | New | 19,150 | 911 | 0.02% | — | 83 | +19,150 | New | Q1 2026 | May 15, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 18,802 | 894 | 0.1% | 0.12% | 84 | -3,034 | -13.89% | Q1 2026 | May 05, 2026 |
| Compound Planning, Inc. | History | Reduced | 18,684 | 889 | 0.03% | 0.03% | 85 | -964 | -4.91% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,618 | 886 | 0.0% | 0.0% | 86 | +5,464 | 41.54% | Q1 2026 | Apr 30, 2026 |
| Invst, LLC | History | Reduced | 18,574 | 883 | 0.1% | 0.14% | 87 | -7,370 | -28.41% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 18,294 | 870 | 0.01% | 0.01% | 88 | -6,342 | -25.74% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | New | 18,079 | 860 | 0.01% | — | 90 | +18,079 | New | Q1 2026 | May 15, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 18,083 | 860 | 0.04% | 0.04% | 89 | +1,744 | 10.67% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | New | 17,264 | 821 | 0.0% | — | 91 | +17,264 | New | Q1 2026 | May 15, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 16,367 | 787 | 0.21% | 0.21% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sunflower Bank, N.A. | History | No change | 15,900 | 756 | 0.19% | 0.19% | 93 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 13,739 | 653 | 0.02% | 0.03% | 94 | -9,792 | -41.61% | Q1 2026 | May 13, 2026 |
| BDFS Capital LLC | History | Added to | 13,033 | 620 | 0.3% | 0.3% | 96 | +529 | 4.23% | Q1 2026 | Apr 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 13,030 | 620 | 0.04% | 0.04% | 95 | -108 | -0.82% | Q1 2026 | Apr 30, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 12,842 | 611 | 0.04% | 0.04% | 97 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Montecito Bank & Trust | History | Added to | 12,783 | 608 | 0.1% | 0.08% | 98 | +2,000 | 18.55% | Q1 2026 | Apr 16, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 12,694 | 604 | 0.05% | 0.06% | 99 | -1,260 | -9.03% | Q1 2026 | May 15, 2026 |
| Global Assets Advisory, LLC | History | Added to | 12,520 | 595 | 0.17% | 0.17% | 100 | +344 | 2.83% | Q1 2026 | May 01, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 12,347 | 586 | 0.04% | 0.06% | 101 | -4,955 | -28.64% | Q1 2026 | May 12, 2026 |
| Keystone Financial Group | History | Reduced | 12,202 | 580 | 0.04% | 0.05% | 102 | -1,206 | -8.99% | Q1 2026 | May 13, 2026 |
| Two West Capital Advisors LLC | History | Added to | 11,973 | 568 | 0.3% | 0.19% | 103 | +4,993 | 71.53% | Q1 2026 | May 04, 2026 |
| Avantra Family Wealth, Inc. | History | Reduced | 11,837 | 563 | 0.42% | 0.49% | 104 | -2,149 | -15.37% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 11,796 | 561 | 0.0% | 0.0% | 105 | -3,250 | -21.6% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 11,599 | 552 | 0.0% | 0.0% | 106 | +719 | 6.61% | Q1 2026 | Apr 22, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 11,268 | 536 | 0.03% | 0.05% | 107 | -14,245 | -55.83% | Q1 2026 | Apr 28, 2026 |
| World Investment Advisors | History | Reduced | 10,902 | 518 | 0.01% | 0.01% | 108 | -2,323 | -17.57% | Q1 2026 | Apr 27, 2026 |
| GeoWealth Management, LLC | History | Added to | 10,783 | 513 | 0.02% | 0.02% | 109 | +706 | 7.01% | Q1 2026 | May 13, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 10,490 | 499 | 0.05% | 0.05% | 110 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| High Falls Advisors, Inc | History | No change | 10,282 | 494 | 0.1% | 0.1% | 111 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,245 | 487 | 0.01% | 0.01% | 112 | +2,423 | 30.98% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,197 | 485 | 0.01% | 0.01% | 113 | -1,112 | -9.83% | Q1 2026 | May 15, 2026 |
| Shelter Mutual Insurance Co | History | No change | 10,000 | 476 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AMG National Trust Bank | History | Added to | 9,850 | 468 | 0.01% | 0.01% | 115 | +500 | 5.35% | Q1 2026 | May 04, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 9,805 | 466 | 0.02% | 0.04% | 116 | -8,969 | -47.77% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 9,711 | 462 | 0.01% | 0.02% | 117 | +3,075 | 46.34% | Q1 2026 | Apr 27, 2026 |
| Pacific Wealth Management | History | Reduced | 9,497 | 451 | 0.24% | 7.03% | 118 | -305,584 | -96.99% | Q1 2026 | May 05, 2026 |
| ORG Partners LLC | History | No change | 9,040 | 434 | 0.08% | 0.08% | 119 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 8,628 | 410 | 0.0% | 0.0% | 120 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 8,455 | 402 | 0.0% | — | 121 | +8,455 | New | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 8,296 | 394 | 0.04% | 0.03% | 122 | +2,287 | 38.06% | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Co / SC | History | Reduced | 8,149 | 387 | 0.05% | 0.07% | 123 | -2,545 | -23.8% | Q1 2026 | May 12, 2026 |
| Keebeck Wealth Management | History | New | 8,123 | 386 | 0.04% | — | 124 | +8,123 | New | Q1 2026 | May 14, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 7,997 | 380 | 1.1% | 1.08% | 125 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vision Retirement, LLC | History | Reduced | 7,956 | 378 | 0.11% | 0.16% | 126 | -4,285 | -35.01% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | New | 7,514 | 357 | 0.0% | — | 127 | +7,514 | New | Q1 2026 | May 13, 2026 |
| Security Financial Services, INC. | History | No change | 7,221 | 347 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,235 | 344 | 0.01% | — | 129 | +7,235 | New | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 7,012 | 333 | 0.01% | 0.01% | 130 | -2,638 | -27.34% | Q1 2026 | May 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 7,004 | 332 | 0.0% | 0.0% | 131 | -1,739 | -19.89% | Q1 2026 | Apr 29, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 6,973 | 331 | 0.6% | 0.76% | 132 | -1,239 | -15.09% | Q1 2026 | Apr 14, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 6,883 | 327 | 0.21% | 0.21% | 133 | -20 | -0.29% | Q1 2026 | Apr 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 6,637 | 315 | 0.0% | 0.0% | 134 | +392 | 6.28% | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 6,498 | 309 | 0.01% | 0.01% | 135 | -1,925 | -22.85% | Q1 2026 | Apr 14, 2026 |
| Weaver Consulting Group | History | No change | 6,417 | 305 | 0.07% | 0.08% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | Reduced | 6,382 | 303 | 0.1% | 0.13% | 137 | -1,372 | -17.69% | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | New | 6,326 | 301 | 0.01% | — | 138 | +6,326 | New | Q1 2026 | May 14, 2026 |
| Skyline Advisors, Inc. | History | New | 6,237 | 296 | 0.1% | — | 139 | +6,237 | New | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | No change | 5,743 | 273 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 5,354 | 254 | 0.0% | — | 141 | +5,354 | New | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 5,310 | 252 | 0.0% | 0.0% | 142 | -379 | -6.66% | Q1 2026 | Apr 07, 2026 |
| Professional Financial Advisors, LLC | History | No change | 5,213 | 248 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Embree Financial Group | History | Reduced | 5,168 | 245 | 0.03% | 0.04% | 144 | -1,874 | -26.61% | Q1 2026 | Apr 23, 2026 |
| AE Wealth Management LLC | History | Reduced | 5,112 | 243 | 0.0% | 0.02% | 145 | -60,082 | -92.16% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 5,019 | 238 | 0.0% | 0.0% | 146 | -7,373 | -59.5% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 4,951 | 235 | 0.0% | — | 147 | +4,951 | New | Q1 2026 | Apr 28, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 4,850 | 230 | 0.03% | 0.04% | 148 | -1,319 | -21.38% | Q1 2026 | Apr 27, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 4,844 | 230 | 0.24% | 0.26% | 149 | -469 | -8.83% | Q1 2026 | May 12, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 4,653 | 221 | 0.02% | 0.03% | 150 | -1,434 | -23.56% | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,647 | 221 | 0.01% | 0.01% | 151 | +348 | 8.09% | Q1 2026 | May 12, 2026 |
| Argyle Capital Partners, LLC | History | No change | 4,653 | 221 | 0.16% | 0.16% | 152 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | New | 4,575 | 217 | 0.0% | — | 153 | +4,575 | New | Q1 2026 | Apr 24, 2026 |
| EHRLICH FINANCIAL GROUP | History | Reduced | 4,493 | 213 | 0.12% | 0.15% | 154 | -1,140 | -20.24% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 66,757 | 177 | 0.0% | 0.0% | 155 | +55,779 | 508.1% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 3,574 | 171 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 3,483 | 165 | 0.0% | 0.0% | 157 | +2,251 | 182.71% | Q1 2026 | May 08, 2026 |
| PROTECTIVE LIFE CORP | History | New | 3,301 | 157 | 0.52% | — | 158 | +3,301 | New | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 3,207 | 152 | 0.0% | 0.02% | 159 | -11,079 | -77.55% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 3,154 | 150 | 0.0% | 0.0% | 160 | +592 | 23.11% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,920 | 138 | 0.0% | — | 161 | +2,920 | New | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,818 | 134 | 0.0% | 0.0% | 162 | +895 | 46.54% | Q1 2026 | May 08, 2026 |
| EASTERN BANK | History | Reduced | 2,715 | 129 | 0.0% | 0.0% | 163 | -340 | -11.13% | Q1 2026 | Apr 07, 2026 |
| Qube Research & Technologies Ltd | History | New | 2,631 | 125 | 0.0% | — | 164 | +2,631 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,232 | 107 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,016 | 95 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 1,927 | 91 | 0.0% | 0.0% | 167 | -195 | -9.19% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,236 | 58 | 0.0% | 0.0% | 168 | +9 | 0.73% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,031 | 49 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WealthShield Partners, LLC | History | No change | 1,000 | 47 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Added to | 911 | 43 | 0.01% | 0.0% | 171 | +603 | 195.78% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 797 | 37 | 0.0% | 0.0% | 172 | -575 | -41.91% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 730 | 34 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PALLADIEM, LLC | History | No change | 720 | 34 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 553 | 26 | 0.01% | 0.0% | 175 | +395 | 250.0% | Q1 2026 | May 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 435 | 20 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | New | 381 | 18 | 0.0% | — | 177 | +381 | New | Q1 2026 | May 06, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 328 | 15 | 0.0% | 0.0% | 178 | -627 | -65.65% | Q1 2026 | May 04, 2026 |
| Mascoma Wealth Management LLC | History | No change | 300 | 14 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 251 | 11 | 0.0% | 0.0% | 180 | +2 | 0.8% | Q1 2026 | Apr 28, 2026 |
| West Branch Capital LLC | History | New | 201 | 9 | 0.0% | — | 181 | +201 | New | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 126 | 6 | 0.0% | 0.0% | 182 | +1 | 0.8% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 74 | 3 | 0.0% | — | 184 | +74 | New | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 64 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 53 | 2 | 0.0% | 0.0% | 187 | -3 | -5.36% | Q1 2026 | May 06, 2026 |
| Westside Investment Management, Inc. | History | No change | 48 | 2 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Imprint Wealth LLC | History | No change | 44 | 2 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 23 | 1 | 0.0% | 0.0% | 190 | -78 | -77.23% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 34 | 1 | 0.0% | 0.0% | 189 | +11 | 47.83% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 15 | 1 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -195,911 | -100.0% | Q1 2026 | May 01, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -95,256 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,011 | -100.0% | Q1 2026 | May 15, 2026 |
| Cushing Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -16,993 | -100.0% | Q1 2026 | Apr 20, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,007 | -100.0% | Q1 2026 | May 14, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,117 | -100.0% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,730 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -6,696 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,582 | -100.0% | Q1 2026 | Apr 08, 2026 |
| BEACON FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,958 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,854 | -100.0% | Q1 2026 | May 14, 2026 |
| Elevation Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -5,539 | -100.0% | Q1 2026 | May 11, 2026 |
| Fortis Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,477 | -100.0% | Q1 2026 | May 14, 2026 |
| Oregon Pacific Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -5,464 | -100.0% | Q1 2026 | Apr 23, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,257 | -100.0% | Q1 2026 | May 15, 2026 |
| West Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,122 | -100.0% | Q1 2026 | May 11, 2026 |
| CAMDEN NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.03% | — | -4,507 | -100.0% | Q1 2026 | May 04, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -4,181 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -575 | -100.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 4 | 0 | — | 0.0% | — | -347 | -98.86% | Q1 2026 | May 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 08, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |