iSHARES TRUST - REET
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| State of New Jersey Common Pension Fund D | History | No change | 11,787,000 | 296,443 | 1.14% | 1.06% | 1 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Valmark Advisers, Inc. | History | Added to | 6,480,035 | 162,972 | 1.94% | 1.93% | 2 | +196,864 | 3.13% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 6,458,143 | 162,422 | 0.1% | 0.1% | 3 | +340,226 | 5.56% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 5,119,249 | 128,749 | 0.09% | 0.0% | 4 | +4,883,829 | 2074.52% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 4,755,008 | 119,588 | 0.41% | 0.38% | 5 | -10,743 | -0.23% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Reduced | 4,315,083 | 108,524 | 0.0% | 0.0% | 6 | -708,202 | -14.1% | Q1 2026 | May 13, 2026 |
| Polianta Ltd | History | Added to | 4,233,000 | 106,459 | 14.13% | 11.86% | 7 | +599,000 | 16.48% | Q1 2026 | Apr 16, 2026 |
| MORGAN STANLEY | History | Added to | 3,498,266 | 87,981 | 0.01% | 0.01% | 8 | +91,589 | 2.69% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,284,630 | 81,951 | 2.77% | 2.77% | 9 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,076,181 | 77,365 | 0.01% | 0.01% | 10 | -408,505 | -11.72% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 2,489,929 | 62,621 | 0.3% | 0.35% | 11 | +29,220 | 1.19% | Q1 2026 | May 04, 2026 |
| NEPC LLC | History | Added to | 2,080,016 | 52,312 | 1.04% | 1.09% | 12 | +39,277 | 1.92% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,856,406 | 46,688 | 0.01% | 0.01% | 13 | +79,142 | 4.45% | Q1 2026 | May 06, 2026 |
| Heritage Investment Group, Inc. | History | Added to | 1,731,090 | 43,536 | 6.59% | 6.42% | 14 | +40,932 | 2.42% | Q1 2026 | May 01, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 1,596,022 | 40,139 | 1.51% | 1.45% | 15 | +32,215 | 2.06% | Q1 2026 | May 12, 2026 |
| PDS Planning, Inc | History | Added to | 1,579,103 | 39,714 | 2.62% | 2.56% | 16 | +45,534 | 2.97% | Q1 2026 | Apr 21, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 1,405,007 | 35,335 | 0.29% | 0.34% | 17 | -325,136 | -18.79% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,380,206 | 34,712 | 0.01% | 0.01% | 18 | -20,762 | -1.48% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | Added to | 1,379,901 | 34,704 | 0.42% | 0.37% | 19 | +80,735 | 6.21% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,308,833 | 32,917 | 0.03% | 0.03% | 20 | +59,083 | 4.73% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 946,879 | 23,813 | 0.0% | 0.0% | 21 | +44,914 | 4.98% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 857,459 | 21,565 | 0.0% | 0.0% | 22 | +99,623 | 13.15% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 855,851 | 21,521 | 0.0% | 0.0% | 23 | +826,590 | 2824.89% | Q1 2026 | May 15, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 850,332 | 21,385 | 1.15% | 1.13% | 24 | +1,839 | 0.22% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 814,076 | 20,474 | 0.01% | 0.0% | 25 | +377,963 | 86.67% | Q1 2026 | May 04, 2026 |
| 1832 Asset Management L.P. | History | New | 798,651 | 20,086 | 0.02% | — | 26 | +798,651 | New | Q1 2026 | May 14, 2026 |
| Amundi | History | No change | 700,000 | 17,605 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Added to | 696,479 | 17,516 | 1.47% | 1.45% | 28 | +5,972 | 0.86% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 686,583 | 17,267 | 0.0% | 0.0% | 29 | +11,272 | 1.67% | Q1 2026 | May 11, 2026 |
| Boston Standard Wealth Management, LLC | History | Added to | 676,301 | 17,154 | 2.81% | 2.74% | 30 | +11,657 | 1.75% | Q1 2026 | Apr 20, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 652,418 | 16,408 | 2.11% | 1.83% | 31 | +114,676 | 21.33% | Q1 2026 | Apr 27, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | Added to | 589,225 | 14,819 | 6.97% | 6.38% | 32 | +26,465 | 4.7% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 582,428 | 14,648 | 0.0% | — | 33 | +582,428 | New | Q1 2026 | May 12, 2026 |
| Quent Capital, LLC | History | Added to | 505,471 | 12,712 | 0.9% | 0.91% | 34 | +252 | 0.05% | Q1 2026 | Apr 28, 2026 |
| Brooklyn FI, LLC | History | Added to | 504,122 | 12,678 | 2.66% | 2.48% | 35 | +39,985 | 8.61% | Q1 2026 | May 11, 2026 |
| Diversified Portfolios, Inc. | History | Reduced | 494,490 | 12,436 | 1.02% | 1.22% | 36 | -94,301 | -16.02% | Q1 2026 | May 06, 2026 |
| Morton Brown Family Wealth, LLC | History | Added to | 491,027 | 12,349 | 3.26% | 3.2% | 37 | +19,487 | 4.13% | Q1 2026 | Apr 20, 2026 |
| BIP Wealth, LLC | History | Reduced | 469,217 | 11,800 | 0.48% | 0.43% | 38 | -14,580 | -3.01% | Q1 2026 | Apr 27, 2026 |
| Freedom Investment Management, Inc. | History | New | 469,145 | 11,798 | 3.5% | — | 39 | +469,145 | New | Q1 2026 | Apr 22, 2026 |
| ERn Financial, LLC | History | Added to | 433,236 | 10,895 | 2.05% | 1.98% | 40 | +11,954 | 2.84% | Q1 2026 | Apr 24, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 407,876 | 10,258 | 0.75% | 0.69% | 41 | +39,480 | 10.72% | Q1 2026 | Apr 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 366,588 | 9,219 | 0.01% | 0.01% | 42 | +6,206 | 1.72% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 348,928 | 8,775 | 0.01% | 0.01% | 43 | +20,968 | 6.39% | Q1 2026 | May 13, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 340,636 | 8,567 | 0.33% | 0.35% | 44 | -18,211 | -5.07% | Q1 2026 | Apr 10, 2026 |
| Waterford Advisors, LLC | History | New | 342,507 | 8,490 | 2.69% | — | 45 | +342,507 | New | Q1 2026 | May 15, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | Added to | 330,801 | 8,319 | 0.86% | 0.84% | 46 | +7,160 | 2.21% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 305,013 | 7,671 | 0.01% | 0.01% | 47 | -26,361 | -7.96% | Q1 2026 | May 15, 2026 |
| Leading Edge Financial Planning LLC | History | Reduced | 296,298 | 7,451 | 1.57% | 1.73% | 48 | -7,235 | -2.38% | Q1 2026 | May 12, 2026 |
| Causey Wealth LLC | History | Added to | 283,222 | 7,123 | 3.02% | 2.9% | 49 | +45,310 | 19.04% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | New | 281,290 | 7,074 | 0.01% | — | 50 | +281,290 | New | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 240,770 | 6,055 | 0.05% | 0.04% | 51 | +28,159 | 13.24% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 235,372 | 5,919 | 0.0% | 0.0% | 52 | +92,567 | 64.82% | Q1 2026 | May 05, 2026 |
| Prime Buchholz LLC | History | No change | 235,330 | 5,918 | 3.09% | 3.49% | 53 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 219,806 | 5,528 | 0.01% | 0.01% | 54 | -6,113 | -2.71% | Q1 2026 | May 14, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 211,300 | 5,314 | 0.7% | 0.65% | 55 | +27,361 | 14.88% | Q1 2026 | Apr 13, 2026 |
| Alhambra Investment Management LLC | History | Added to | 189,396 | 4,763 | 2.2% | 2.1% | 56 | +8,556 | 4.73% | Q1 2026 | Apr 15, 2026 |
| GP Brinson Investments LLC | History | No change | 186,339 | 4,686 | 2.13% | 2.0% | 57 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| CIBC Bancorp USA Inc. | History | New | 179,714 | 4,510 | 0.01% | — | 58 | +179,714 | New | Q1 2026 | May 12, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 177,000 | 4,451 | 0.01% | 0.02% | 59 | -116,000 | -39.59% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 169,942 | 4,274 | 0.06% | 0.05% | 60 | +23,401 | 15.97% | Q1 2026 | May 15, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 137,670 | 3,754 | 2.41% | 2.09% | 61 | +17,883 | 14.93% | Q1 2026 | May 06, 2026 |
| BAILARD, INC. | History | Reduced | 148,074 | 3,724 | 0.09% | 0.13% | 62 | -94,354 | -38.92% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 146,691 | 3,689 | 0.0% | 0.01% | 63 | +2,100 | 1.45% | Q1 2026 | May 04, 2026 |
| XY Planning Network, Inc. | History | Added to | 136,181 | 3,458 | 0.55% | 0.53% | 64 | +15,312 | 12.67% | Q1 2026 | Apr 14, 2026 |
| Cerity Partners LLC | History | New | 131,690 | 3,312 | 0.0% | — | 65 | +131,690 | New | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 131,418 | 3,305 | 0.2% | 0.2% | 66 | +11 | 0.01% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 130,850 | 3,290 | 0.0% | 0.0% | 67 | +47,419 | 56.84% | Q1 2026 | May 15, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 128,087 | 3,221 | 0.82% | 0.91% | 68 | -12,117 | -8.64% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 127,989 | 3,193 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | New | 122,643 | 3,084 | 0.0% | — | 70 | +122,643 | New | Q1 2026 | May 15, 2026 |
| Manske Wealth Management | History | Added to | 122,135 | 3,071 | 0.86% | 0.88% | 71 | +3,356 | 2.83% | Q1 2026 | Apr 30, 2026 |
| Emerald Advisors, LLC | History | Added to | 121,016 | 3,043 | 0.38% | 0.36% | 72 | +15,771 | 14.99% | Q1 2026 | Apr 23, 2026 |
| Bristlecone Value Partners, LLC | History | Added to | 120,655 | 3,034 | 2.67% | 3.29% | 73 | +6,465 | 5.66% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 115,637 | 2,856 | 0.0% | 0.0% | 74 | +25,630 | 28.48% | Q1 2026 | May 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 111,943 | 2,815 | 0.63% | 0.63% | 75 | +2,270 | 2.07% | Q1 2026 | Apr 02, 2026 |
| SC&H Financial Advisors, Inc. | History | Reduced | 109,646 | 2,757 | 0.42% | 0.44% | 76 | -5,135 | -4.47% | Q1 2026 | Apr 22, 2026 |
| Aurelius Family Office LLC | History | Added to | 108,226 | 2,721 | 1.18% | 1.14% | 77 | +2,691 | 2.55% | Q1 2026 | Apr 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 106,726 | 2,662 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RS CRUM INC. | History | Added to | 104,815 | 2,636 | 0.51% | 0.51% | 79 | +2,000 | 1.95% | Q1 2026 | Apr 15, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 101,296 | 2,547 | 0.05% | 0.05% | 80 | -3,514 | -3.35% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 100,470 | 2,526 | 0.05% | — | 81 | +100,470 | New | Q1 2026 | Apr 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 100,199 | 2,520 | 0.01% | 0.01% | 82 | -48,911 | -32.8% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 100,134 | 2,518 | 0.01% | 0.01% | 83 | +5,359 | 5.65% | Q1 2026 | Apr 30, 2026 |
| Factor Wealth Management LTD | History | Added to | 93,955 | 2,362 | 0.44% | 0.42% | 84 | +15,381 | 19.58% | Q1 2026 | Apr 20, 2026 |
| Financial Plan, Inc. | History | Reduced | 91,677 | 2,305 | 0.25% | 0.26% | 85 | -67 | -0.07% | Q1 2026 | Apr 24, 2026 |
| Arkos Global Advisors | History | Reduced | 90,187 | 2,268 | 0.28% | 0.4% | 86 | -34,020 | -27.39% | Q1 2026 | May 13, 2026 |
| Callan Family Office, LLC | History | Reduced | 86,763 | 2,182 | 0.05% | 0.05% | 87 | -3,148 | -3.5% | Q1 2026 | May 13, 2026 |
| Hills Bank & Trust Co | History | Reduced | 84,877 | 2,134 | 0.1% | 0.13% | 88 | -5,153 | -5.72% | Q1 2026 | May 01, 2026 |
| Capasso Planning Partners LLC | History | No change | 85,373 | 2,130 | 1.17% | 1.17% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 83,540 | 2,101 | 0.0% | 0.0% | 90 | -9,956 | -10.65% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 82,400 | 2,072 | 0.01% | 0.02% | 91 | -57,600 | -41.14% | Q1 2026 | May 01, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 79,420 | 1,997 | 0.11% | 0.11% | 92 | +30 | 0.04% | Q1 2026 | Apr 20, 2026 |
| Virtu Financial LLC | History | New | 79,045 | 1,988 | 0.08% | — | 93 | +79,045 | New | Q1 2026 | May 14, 2026 |
| Payne Capital Management, LLC | History | Added to | 77,934 | 1,960 | 0.59% | 0.55% | 94 | +8,289 | 11.9% | Q1 2026 | May 08, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 77,865 | 1,942 | 0.13% | 0.13% | 95 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Simplicity Wealth,LLC | History | Added to | 73,784 | 1,855 | 0.11% | 0.09% | 96 | +15,262 | 26.08% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 72,763 | 1,829 | 0.0% | 0.0% | 97 | +22,212 | 43.94% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 71,360 | 1,794 | 0.02% | — | 98 | +71,360 | New | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 69,325 | 1,743 | 0.0% | 0.0% | 99 | -14,674 | -17.47% | Q1 2026 | May 15, 2026 |
| 55 North Private Wealth, LLC | History | Added to | 69,221 | 1,740 | 0.45% | 0.43% | 100 | +3,846 | 5.88% | Q1 2026 | Apr 17, 2026 |
| Waverly Advisors, LLC | History | No change | 69,123 | 1,738 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 67,085 | 1,715 | 0.0% | 0.0% | 102 | -19,911 | -22.89% | Q1 2026 | Apr 08, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 67,617 | 1,700 | 0.05% | 0.06% | 103 | -2,623 | -3.73% | Q1 2026 | Apr 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 61,529 | 1,547 | 0.11% | 0.03% | 104 | +46,432 | 307.56% | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | Reduced | 61,102 | 1,536 | 0.04% | 0.09% | 105 | -52,073 | -46.01% | Q1 2026 | May 12, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 58,562 | 1,472 | 0.09% | 0.1% | 106 | -5,728 | -8.91% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 57,101 | 1,436 | 0.01% | 0.01% | 107 | +18,049 | 46.22% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 50,724 | 1,391 | 0.02% | 0.03% | 108 | -4,491 | -8.13% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 55,928 | 1,386 | 0.0% | 0.0% | 109 | -3,404 | -5.74% | Q1 2026 | May 13, 2026 |
| MB Generational Wealth, LLC | History | No change | 53,093 | 1,335 | 0.74% | 0.7% | 110 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Accelerate Investment Advisors LLC | History | Added to | 51,803 | 1,302 | 0.87% | 0.83% | 112 | +2,302 | 4.65% | Q1 2026 | Apr 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 51,776 | 1,302 | 0.44% | 0.44% | 111 | +1,180 | 2.33% | Q1 2026 | Apr 17, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 50,563 | 1,271 | 0.0% | 0.0% | 113 | +9,439 | 22.95% | Q1 2026 | May 15, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 48,253 | 1,213 | 0.82% | 0.79% | 114 | +193 | 0.4% | Q1 2026 | May 04, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Reduced | 46,002 | 1,156 | 0.06% | 0.06% | 115 | -370 | -0.8% | Q1 2026 | May 06, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 46,274 | 1,154 | 0.11% | 0.1% | 116 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Peirce Capital Management, LLC | History | Reduced | 45,393 | 1,141 | 0.45% | 0.47% | 117 | -1,661 | -3.53% | Q1 2026 | Apr 20, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 44,823 | 1,127 | 0.57% | 0.61% | 118 | +3,190 | 7.66% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 44,597 | 1,121 | 0.0% | 0.0% | 119 | +2,006 | 4.71% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 43,620 | 1,097 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NICOLET BANKSHARES INC | History | New | 43,075 | 1,083 | 0.04% | — | 121 | +43,075 | New | Q1 2026 | May 14, 2026 |
| North Ridge Wealth Advisors, Inc. | History | Added to | 42,915 | 1,079 | 0.61% | 0.6% | 122 | +6 | 0.01% | Q1 2026 | May 14, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 43,071 | 1,074 | 0.12% | 0.12% | 123 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 41,236 | 1,037 | 0.0% | 0.0% | 124 | +6,722 | 19.48% | Q1 2026 | May 04, 2026 |
| Level Financial Advisors | History | Reduced | 40,084 | 1,008 | 0.26% | 0.29% | 125 | -3,992 | -9.06% | Q1 2026 | Apr 10, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 38,390 | 965 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Added to | 38,101 | 944 | 0.04% | 0.04% | 127 | +6,431 | 20.31% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 36,925 | 928 | 0.01% | 0.01% | 128 | -2,502 | -6.35% | Q1 2026 | May 13, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 33,536 | 843 | 0.1% | 0.1% | 129 | -398 | -1.17% | Q1 2026 | May 01, 2026 |
| HUB Investment Partners, LLC | History | New | 33,509 | 842 | 0.02% | — | 130 | +33,509 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 32,259 | 811 | 0.03% | 0.03% | 131 | +341 | 1.07% | Q1 2026 | May 15, 2026 |
| COURIER CAPITAL LLC | History | Added to | 30,939 | 778 | 0.04% | 0.04% | 132 | +122 | 0.4% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 30,902 | 777 | 0.0% | 0.0% | 133 | +2,340 | 8.19% | Q1 2026 | May 14, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 30,379 | 764 | 0.08% | 0.08% | 134 | +1,630 | 5.67% | Q1 2026 | May 06, 2026 |
| Twelve Points Wealth Management LLC | History | Added to | 29,605 | 744 | 0.16% | 0.16% | 135 | +1,701 | 6.1% | Q1 2026 | Apr 14, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 28,759 | 723 | 0.47% | 0.51% | 136 | -750 | -2.54% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 28,707 | 721 | 0.0% | 0.0% | 137 | +25,196 | 717.63% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Added to | 27,942 | 702 | 0.0% | 0.0% | 138 | +702 | 2.58% | Q1 2026 | May 13, 2026 |
| Foster Group, Inc. | History | Reduced | 27,912 | 701 | 0.02% | 0.03% | 139 | -11,147 | -28.54% | Q1 2026 | Apr 13, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 27,801 | 699 | 0.42% | 0.47% | 140 | -1,088 | -3.77% | Q1 2026 | May 15, 2026 |
| SVB WEALTH LLC | History | Reduced | 27,093 | 681 | 0.04% | 0.06% | 141 | -11,036 | -28.94% | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 26,487 | 660 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| World Investment Advisors | History | Reduced | 25,777 | 648 | 0.01% | 0.13% | 143 | -294,677 | -91.96% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 25,738 | 647 | 0.01% | 0.11% | 144 | -294,686 | -91.97% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 25,705 | 646 | 0.0% | 0.0% | 145 | -585 | -2.23% | Q1 2026 | Apr 24, 2026 |
| Harbor Group, Inc. | History | Reduced | 25,359 | 637 | 0.09% | 0.1% | 146 | -2,160 | -7.85% | Q1 2026 | Apr 10, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 25,142 | 632 | 0.04% | 0.07% | 147 | -4,052 | -13.88% | Q1 2026 | May 07, 2026 |
| Longview Financial Advisors LLC | History | Reduced | 25,103 | 631 | 0.34% | 0.35% | 148 | -135 | -0.53% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | No change | 24,275 | 610 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 24,521 | 607 | 0.02% | 0.03% | 150 | -4,055 | -14.19% | Q1 2026 | May 15, 2026 |
| Symmetry Partners, LLC | History | No change | 24,011 | 603 | 0.03% | 0.04% | 151 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 23,864 | 600 | 0.03% | 0.04% | 152 | -179 | -0.74% | Q1 2026 | Apr 29, 2026 |
| Aegis Wealth Management LLC | History | Added to | 23,555 | 592 | 0.34% | 0.31% | 153 | +1,542 | 7.0% | Q1 2026 | Apr 22, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 21,969 | 552 | 0.0% | 0.0% | 154 | +5,627 | 34.43% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 21,602 | 548 | 0.01% | 0.01% | 155 | +1,989 | 10.14% | Q1 2026 | Apr 07, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 20,475 | 514 | 0.03% | 0.03% | 156 | +1,355 | 7.09% | Q1 2026 | Apr 13, 2026 |
| Nolet Wealth Management, LLC | History | No change | 20,121 | 506 | 0.29% | 0.28% | 157 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Seaside Wealth Management, Inc. | History | Added to | 19,784 | 497 | 0.14% | 0.14% | 158 | +226 | 1.16% | Q1 2026 | May 01, 2026 |
| Sterling Wealth Management, Inc. | History | Added to | 19,393 | 487 | 0.13% | 0.14% | 159 | +98 | 0.51% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 19,347 | 486 | 0.0% | 0.0% | 160 | -2,235 | -10.36% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 19,344 | 486 | 0.01% | 0.01% | 161 | -1,664 | -7.92% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 19,045 | 478 | 0.0% | 0.0% | 162 | +4 | 0.02% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 18,960 | 476 | 0.0% | 0.0% | 163 | -885 | -4.46% | Q1 2026 | May 11, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Reduced | 18,960 | 476 | 0.03% | 0.03% | 164 | -885 | -4.46% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 18,900 | 475 | 0.02% | — | 165 | +18,900 | New | Q1 2026 | Apr 23, 2026 |
| Betterment LLC | History | Added to | 18,835 | 474 | 0.0% | 0.0% | 166 | +802 | 4.45% | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | Reduced | 18,811 | 473 | 0.08% | 0.08% | 167 | -610 | -3.14% | Q1 2026 | Apr 28, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 18,730 | 471 | 0.44% | — | 168 | +18,730 | New | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 18,605 | 467 | 0.0% | 0.01% | 169 | +681 | 3.8% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 18,379 | 462 | 0.01% | 0.01% | 170 | +770 | 4.37% | Q1 2026 | May 15, 2026 |
| Navigate Wealth Management, LLC | History | New | 16,849 | 455 | 0.32% | — | 171 | +16,849 | New | Q1 2026 | Apr 27, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 17,006 | 427 | 0.0% | 0.0% | 172 | -398 | -2.29% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 17,127 | 427 | 0.0% | 0.0% | 173 | +36 | 0.21% | Q1 2026 | May 15, 2026 |
| CI INVESTMENTS INC. | History | No change | 16,976 | 426 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| J. Safra Sarasin Holding AG | History | Reduced | 16,924 | 425 | 0.01% | 0.01% | 175 | -5,806 | -25.54% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 16,857 | 423 | 0.0% | 0.0% | 176 | -21,821 | -56.42% | Q1 2026 | May 08, 2026 |
| CGN Advisors LLC | History | Added to | 16,531 | 415 | 0.03% | 0.03% | 177 | +343 | 2.12% | Q1 2026 | Apr 13, 2026 |
| Mariner, LLC | History | Added to | 16,430 | 413 | 0.0% | 0.0% | 178 | +617 | 3.9% | Q1 2026 | May 13, 2026 |
| Avant Financial Advisors LLC | History | Reduced | 16,286 | 409 | 0.29% | 0.5% | 179 | -11,747 | -41.9% | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 15,767 | 396 | 0.0% | 0.0% | 180 | +4,604 | 41.24% | Q1 2026 | May 15, 2026 |
| NORTHLAND SECURITIES, INC. | History | New | 15,067 | 378 | 0.36% | — | 181 | +15,067 | New | Q1 2026 | May 04, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 14,518 | 365 | 0.01% | 0.01% | 183 | +6,176 | 74.04% | Q1 2026 | May 14, 2026 |
| FIRST INTERSTATE BANK | History | No change | 14,514 | 365 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Rathbones Group PLC | History | Reduced | 14,240 | 358 | 0.0% | 0.0% | 184 | -5,378 | -27.41% | Q1 2026 | May 12, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 14,187 | 356 | 0.04% | 0.14% | 185 | -41,269 | -74.42% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 13,913 | 349 | 0.01% | 0.01% | 186 | +3,664 | 35.75% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 12,909 | 346 | 0.01% | — | 187 | +12,909 | New | Q1 2026 | May 01, 2026 |
| Sunpointe, LLC | History | Reduced | 13,636 | 342 | 0.11% | 0.21% | 189 | -11,862 | -46.52% | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 13,628 | 342 | 0.0% | 0.0% | 188 | +350 | 2.64% | Q1 2026 | May 08, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 13,300 | 334 | 0.09% | 0.1% | 190 | -1,067 | -7.43% | Q1 2026 | Apr 23, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 13,087 | 329 | 0.06% | 0.06% | 191 | +7 | 0.05% | Q1 2026 | May 06, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 13,066 | 328 | 0.0% | 0.0% | 192 | -16,176 | -55.32% | Q1 2026 | May 15, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Added to | 12,861 | 323 | 0.25% | 0.23% | 193 | +28 | 0.22% | Q1 2026 | May 08, 2026 |
| International Private Wealth Advisors LLC | History | Added to | 12,829 | 322 | 0.2% | 0.18% | 194 | +1,199 | 10.31% | Q1 2026 | Apr 21, 2026 |
| Breachway Investments LLC | History | Added to | 12,648 | 321 | 0.31% | 0.33% | 195 | +29 | 0.23% | Q1 2026 | Apr 13, 2026 |
| Aviso Financial Inc. | History | Reduced | 12,658 | 318 | 0.01% | 0.01% | 196 | -151 | -1.18% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Reduced | 12,393 | 314 | 0.06% | 0.1% | 198 | -108 | -0.86% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 12,591 | 314 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 12,407 | 312 | 0.0% | 0.0% | 199 | -401 | -3.13% | Q1 2026 | May 12, 2026 |
| McLean Asset Management Corp | History | Reduced | 12,400 | 311 | 0.05% | 0.06% | 200 | -6 | -0.05% | Q1 2026 | Apr 22, 2026 |
| Abel Hall, LLC | History | Reduced | 12,055 | 303 | 0.06% | 0.07% | 201 | -518 | -4.12% | Q1 2026 | Apr 28, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | Added to | 11,875 | 298 | 0.05% | 0.04% | 202 | +1,000 | 9.2% | Q1 2026 | Apr 15, 2026 |
| O'ROURKE & COMPANY, Inc | History | Reduced | 11,667 | 296 | 0.12% | 0.12% | 203 | -834 | -6.67% | Q1 2026 | May 14, 2026 |
| ASPIRIANT, LLC | History | Reduced | 11,681 | 293 | 0.01% | 0.01% | 204 | -3,060 | -20.76% | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 11,488 | 288 | 0.0% | 0.0% | 205 | -521 | -4.34% | Q1 2026 | May 14, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 11,362 | 286 | 0.01% | 0.01% | 206 | -1,235 | -9.8% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 11,341 | 285 | 0.0% | 0.0% | 207 | +1,000 | 9.67% | Q1 2026 | May 13, 2026 |
| Amicus Financial Advisors, LLC | History | New | 11,340 | 284 | 0.08% | — | 208 | +11,340 | New | Q1 2026 | Apr 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 11,168 | 280 | 0.0% | 0.0% | 209 | -15 | -0.13% | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 10,663 | 268 | 0.0% | 0.03% | 210 | -45,984 | -81.18% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,990 | 251 | 0.0% | 0.0% | 211 | +947 | 10.47% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | New | 9,857 | 247 | 0.0% | — | 212 | +9,857 | New | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 9,814 | 246 | 0.0% | 0.0% | 213 | +2,963 | 43.25% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Reduced | 9,621 | 241 | 0.0% | 0.0% | 214 | -720 | -6.96% | Q1 2026 | May 15, 2026 |
| Upper Left Wealth Management, LLC | History | Added to | 9,509 | 239 | 0.14% | 0.14% | 215 | +470 | 5.2% | Q1 2026 | Apr 16, 2026 |
| StoneX Group Inc. | History | Reduced | 9,303 | 233 | 0.01% | 0.01% | 216 | -2,511 | -21.25% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | No change | 9,000 | 230 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kathmere Capital Management, LLC | History | New | 8,911 | 224 | 0.01% | — | 218 | +8,911 | New | Q1 2026 | Apr 28, 2026 |
| Investor's Fiduciary Advisor Network, LLC | History | New | 8,705 | 218 | 0.07% | — | 219 | +8,705 | New | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 7,849 | 210 | 0.0% | 0.02% | 220 | -16,056 | -67.17% | Q1 2026 | May 04, 2026 |
| RFG Advisory, LLC | History | Reduced | 8,350 | 210 | 0.0% | 0.0% | 221 | -327 | -3.77% | Q1 2026 | Apr 17, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 8,242 | 209 | 0.0% | 0.01% | 222 | -39,949 | -82.9% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 8,269 | 207 | 0.02% | — | 223 | +8,269 | New | Q1 2026 | May 15, 2026 |
| Advisory Alpha, LLC | History | Added to | 8,149 | 205 | 0.01% | 0.01% | 224 | +87 | 1.08% | Q1 2026 | May 14, 2026 |
| Empower Advisory Group, LLC | History | Reduced | 8,051 | 202 | 0.0% | 0.0% | 225 | -4,363 | -35.15% | Q1 2026 | May 14, 2026 |
| Investors Portfolio Services LLC | History | Reduced | 7,788 | 195 | 0.18% | 0.22% | 226 | -1,864 | -19.31% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | Added to | 7,694 | 193 | 0.01% | 0.01% | 227 | +383 | 5.24% | Q1 2026 | Apr 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 6,849 | 172 | 0.01% | 0.01% | 228 | +68 | 1.0% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Reduced | 6,097 | 153 | 0.0% | 0.01% | 230 | -2,902 | -32.25% | Q1 2026 | Apr 21, 2026 |
| UMB Bank, n.a. | History | No change | 6,110 | 153 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,965 | 148 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Orion Capital Management LLC | History | Reduced | 5,181 | 130 | 0.04% | 0.05% | 232 | -344 | -6.23% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 5,082 | 127 | 0.01% | 0.01% | 233 | +142 | 2.87% | Q1 2026 | Apr 17, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 5,050 | 127 | 0.02% | 0.03% | 234 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4,514 | 113 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 4,255 | 107 | 0.0% | 0.0% | 237 | +798 | 23.08% | Q1 2026 | Apr 07, 2026 |
| Tacita Capital Inc | History | No change | 4,262 | 107 | 0.06% | 0.06% | 236 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Breakwater Investment Management | History | Reduced | 4,186 | 105 | 0.04% | 0.04% | 239 | -693 | -14.2% | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 4,209 | 105 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EFG International AG | History | Added to | 4,036 | 101 | 0.0% | 0.0% | 240 | +2,036 | 101.8% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 3,696 | 92 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 3,584 | 90 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 3,523 | 88 | 0.03% | 0.03% | 243 | +11 | 0.31% | Q1 2026 | Apr 14, 2026 |
| Urban Financial Advisory Corp | History | Added to | 3,147 | 79 | 0.03% | 0.03% | 244 | +16 | 0.51% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3,089 | 77 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | No change | 2,992 | 75 | 0.05% | 0.05% | 246 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Reduced | 2,877 | 72 | 0.01% | 0.02% | 247 | -362 | -11.18% | Q1 2026 | May 13, 2026 |
| Operose Advisors LLC | History | Added to | 2,760 | 69 | 0.02% | 0.01% | 248 | +638 | 30.07% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,361 | 60 | 0.0% | 0.0% | 249 | +1,307 | 124.0% | Q1 2026 | May 06, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 2,356 | 59 | 0.03% | 0.03% | 250 | +25 | 1.07% | Q1 2026 | Apr 15, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 2,342 | 58 | 0.0% | 0.01% | 251 | -2,158 | -47.96% | Q1 2026 | Apr 16, 2026 |
| Westfuller Advisors, LLC | History | Added to | 2,305 | 57 | 0.02% | 0.02% | 252 | +8 | 0.35% | Q1 2026 | Apr 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 2,212 | 55 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 1,895 | 47 | 0.01% | 0.01% | 254 | -7 | -0.37% | Q1 2026 | Apr 06, 2026 |
| Creative Capital Management Investments LLC | History | No change | 1,836 | 46 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,792 | 45 | 0.0% | — | 257 | +1,792 | New | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,826 | 45 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 41,721 | 41 | 0.0% | 0.0% | 259 | -1,156 | -2.7% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 1,648 | 41 | 0.0% | 0.0% | 258 | +3 | 0.18% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | New | 1,317 | 33 | 0.01% | — | 260 | +1,317 | New | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,294 | 32 | 0.0% | 0.0% | 261 | +379 | 41.42% | Q1 2026 | May 15, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 1,203 | 30 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sage Mountain Advisors LLC | History | No change | 1,210 | 30 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,075 | 27 | 0.0% | 0.0% | 265 | +14 | 1.32% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,079 | 27 | 0.0% | 0.0% | 264 | -1 | -0.09% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | New | 1,055 | 26 | 0.0% | — | 266 | +1,055 | New | Q1 2026 | May 08, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,031 | 25 | 0.01% | 0.01% | 268 | +199 | 23.92% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | No change | 1,000 | 25 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SYM FINANCIAL Corp | History | No change | 948 | 23 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 896 | 22 | 0.0% | — | 270 | +896 | New | Q1 2026 | May 11, 2026 |
| Biltmore Family Office, LLC | History | No change | 850 | 21 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 787 | 19 | 0.01% | 0.02% | 272 | -370 | -31.98% | Q1 2026 | Apr 29, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 750 | 18 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | New | 624 | 15 | 0.0% | — | 275 | +624 | New | Q1 2026 | May 19, 2026 |
| Key Capital Management, INC | History | Added to | 629 | 15 | 0.01% | 0.0% | 274 | +412 | 189.86% | Q1 2026 | May 07, 2026 |
| Synergy Investment Management, LLC | History | New | 578 | 14 | 0.0% | — | 276 | +578 | New | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 526 | 13 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 458 | 11 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 420 | 10 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 334 | 8 | 0.0% | 0.0% | 280 | +19 | 6.03% | Q1 2026 | May 08, 2026 |
| Holos Integrated Wealth LLC | History | No change | 332 | 8 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 315 | 7 | 0.0% | — | 284 | +315 | New | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | Reduced | 312 | 7 | 0.0% | 0.0% | 282 | -125 | -28.6% | Q1 2026 | Apr 24, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 308 | 7 | 0.01% | 0.01% | 283 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Front Row Advisors LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 206 | 5 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 175 | 4 | 0.0% | — | 290 | +175 | New | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 172 | 4 | 0.0% | — | 291 | +172 | New | Q1 2026 | Apr 24, 2026 |
| Investors Research Corp | History | No change | 197 | 4 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Kingdom Financial Group LLC. | History | No change | 175 | 4 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 143 | 3 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 142 | 3 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | No change | 115 | 3 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 131 | 3 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 101 | 2 | 0.0% | 0.03% | 296 | -15,467 | -99.35% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | New | 105 | 2 | 0.0% | — | 298 | +105 | New | Q1 2026 | May 05, 2026 |
| Crews Bank & Trust | History | New | 87 | 2 | 0.0% | — | 299 | +87 | New | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | New | 64 | 2 | 0.0% | — | 297 | +64 | New | Q1 2026 | May 14, 2026 |
| VSM Wealth Advisory, LLC | History | New | 73 | 1 | 0.0% | — | 302 | +73 | New | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | New | 65 | 1 | 0.0% | — | 301 | +65 | New | Q1 2026 | May 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 51 | 1 | 0.0% | 0.0% | 300 | -11 | -17.74% | Q1 2026 | Apr 06, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.29% | — | -128,140 | -100.0% | Q1 2026 | Apr 24, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.11% | — | -109,820 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -77,139 | -100.0% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -73,795 | -100.0% | Q1 2026 | May 12, 2026 |
| First National Advisers, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -64,500 | -100.0% | Q1 2026 | May 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -47,607 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Closed out | 0 | 0 | — | 0.02% | — | -24,000 | -100.0% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,663 | -100.0% | Q1 2026 | May 15, 2026 |
| Cullen Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,559 | -100.0% | Q1 2026 | May 15, 2026 |
| Clarity Wealth Development LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -20,506 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Henrickson Nauta Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -14,462 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -13,845 | -100.0% | Q1 2026 | May 05, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.06% | — | -13,532 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Equita Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -10,133 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,802 | -100.0% | Q1 2026 | May 01, 2026 |
| Flaharty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,225 | -100.0% | Q1 2026 | May 04, 2026 |
| Claro Advisors Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -8,778 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,674 | -100.0% | Q1 2026 | May 11, 2026 |
| Cypress Point Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,434 | -100.0% | Q1 2026 | Apr 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Closed out | 0 | 0 | — | 0.03% | — | -8,303 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,845 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,413 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,780 | -100.0% | Q1 2026 | May 14, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -2,474 | -100.0% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q1 2026 | May 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q1 2026 | May 11, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 15, 2026 |
| Networth Advisors, LLC | History | Added to | 13 | 0 | — | — | — | +4 | 44.44% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |