iShares, Inc. - RING
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 2,155,790 | 159,614 | 0.13% | 0.08% | 1 | +664,155 | 44.53% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,707,270 | 134,840 | 0.04% | 0.04% | 2 | -128,193 | -6.98% | Q1 2026 | May 04, 2026 |
| BlackRock, Inc. | History | Added to | 1,110,922 | 87,740 | 0.0% | 0.0% | 3 | +131,549 | 13.43% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,017,272 | 80,344 | 0.02% | 0.02% | 4 | -26,222 | -2.51% | Q1 2026 | May 06, 2026 |
| Municipal Employees' Retirement System of Michigan | History | Reduced | 776,753 | 61,348 | 0.7% | 0.7% | 5 | -67,309 | -7.97% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 597,160 | 47,163 | 0.0% | 0.0% | 6 | -48,845 | -7.56% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 460,527 | 36,372 | 0.01% | 0.0% | 7 | +90,900 | 24.59% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 347,752 | 27,465 | 0.08% | 0.08% | 8 | -115,320 | -24.9% | Q1 2026 | May 04, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 333,121 | 26,309 | 0.03% | 0.03% | 9 | -108,518 | -24.57% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 303,365 | 23,959 | 0.03% | 0.03% | 10 | -102,413 | -25.24% | Q1 2026 | May 05, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 266,651 | 21,060 | 3.09% | 2.36% | 11 | +59,834 | 28.93% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 259,987 | 19,249 | 0.0% | 0.0% | 12 | -5,150 | -1.94% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 224,815 | 17,755 | 0.0% | 0.0% | 13 | -41,667 | -15.64% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 198,360 | 15,666 | 0.02% | 0.02% | 14 | -9,497 | -4.57% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 191,286 | 15,107 | 0.01% | 0.0% | 15 | +16,496 | 9.44% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 187,796 | 14,832 | 0.24% | 0.04% | 16 | +166,936 | 800.27% | Q1 2026 | May 15, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 178,290 | 14,081 | 0.75% | 0.98% | 17 | -11,703 | -6.16% | Q1 2026 | May 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 171,160 | 13,518 | 1.54% | 1.44% | 18 | -989 | -0.57% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 145,865 | 11,520 | 0.0% | 0.0% | 19 | -31,392 | -17.71% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 135,481 | 10,700 | 0.01% | 0.01% | 20 | -29,912 | -18.09% | Q1 2026 | May 07, 2026 |
| SeaBridge Investment Advisors LLC | History | Added to | 129,410 | 10,220 | 1.73% | 1.45% | 21 | +10,162 | 8.52% | Q1 2026 | Apr 28, 2026 |
| SYON CAPITAL LLC | History | Reduced | 122,420 | 9,668 | 0.49% | 0.6% | 22 | -42,253 | -25.66% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 119,286 | 9,421 | 0.02% | 0.0% | 23 | +119,167 | 100140.34% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 117,770 | 9,302 | 0.0% | 0.0% | 24 | +64,845 | 122.52% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 115,307 | 9,107 | 0.07% | 0.08% | 25 | -7,421 | -6.05% | Q1 2026 | Apr 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 109,182 | 8,624 | 0.0% | 0.0% | 26 | +35,458 | 48.1% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 105,319 | 8,318 | 0.37% | — | 27 | +105,319 | New | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 95,704 | 7,558 | 0.0% | 0.0% | 28 | +92,204 | 2634.4% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 89,961 | 7,105 | 0.02% | 0.01% | 29 | +14,227 | 18.79% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 86,875 | 6,861 | 0.02% | 0.02% | 30 | +3,887 | 4.68% | Q1 2026 | Apr 30, 2026 |
| EFG International AG | History | Added to | 85,429 | 6,754 | 0.14% | 0.09% | 31 | +22,798 | 36.4% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 84,541 | 6,677 | 0.01% | 0.01% | 32 | +32,266 | 61.72% | Q1 2026 | May 15, 2026 |
| Well Done, LLC | History | New | 83,060 | 6,560 | 0.96% | — | 33 | +83,060 | New | Q1 2026 | Apr 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 79,310 | 6,263 | 0.1% | 0.14% | 34 | -33,323 | -29.59% | Q1 2026 | Apr 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 79,227 | 6,257 | 0.62% | 0.58% | 35 | +16,207 | 25.72% | Q1 2026 | Apr 06, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 74,875 | 5,913 | 2.79% | 3.31% | 36 | -17,013 | -18.51% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 74,640 | 5,895 | 0.0% | 0.0% | 37 | -62,149 | -45.43% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 73,149 | 5,777 | 0.0% | 0.0% | 38 | +6,099 | 9.1% | Q1 2026 | May 11, 2026 |
| Systelligence, LLC | History | New | 72,909 | 5,758 | 1.12% | — | 39 | +72,909 | New | Q1 2026 | Apr 21, 2026 |
| RHS Financial, LLC | History | Reduced | 72,017 | 5,687 | 2.69% | 2.68% | 40 | -2,528 | -3.39% | Q1 2026 | Apr 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 61,914 | 4,890 | 0.01% | 0.01% | 41 | -6,329 | -9.27% | Q1 2026 | May 01, 2026 |
| GTS SECURITIES LLC | History | Added to | 61,419 | 4,850 | 0.17% | 0.06% | 42 | +38,984 | 173.76% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 58,519 | 4,830 | 0.01% | 0.02% | 43 | +6,755 | 13.05% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | Added to | 57,989 | 4,579 | 0.03% | 0.07% | 44 | +3,745 | 6.9% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 61,724 | 4,573 | 0.0% | 0.0% | 45 | +21,197 | 52.3% | Q1 2026 | May 15, 2026 |
| Keystone Global Partners, LLC | History | Reduced | 51,432 | 4,062 | 1.8% | 2.39% | 46 | -22,435 | -30.37% | Q1 2026 | Apr 24, 2026 |
| Climber Capital SA | History | Reduced | 43,910 | 3,382 | 2.22% | 2.13% | 47 | -15,615 | -26.23% | Q1 2026 | May 01, 2026 |
| Guardian Partners Inc. | History | Reduced | 42,000 | 3,317 | 0.28% | 0.91% | 48 | -113,000 | -72.9% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 41,547 | 3,281 | 0.02% | 0.02% | 49 | +4,514 | 12.19% | Q1 2026 | May 15, 2026 |
| WBH ADVISORY INC | History | Reduced | 39,662 | 3,276 | 0.25% | 0.22% | 50 | -1,038 | -2.55% | Q1 2026 | Apr 27, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 39,669 | 3,133 | 0.0% | 0.0% | 51 | -2,142 | -5.12% | Q1 2026 | May 15, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 38,325 | 3,026 | 0.5% | 0.49% | 52 | -423 | -1.09% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 36,097 | 2,850 | 0.02% | 0.01% | 53 | -2,120 | -5.55% | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 35,574 | 2,809 | 0.02% | 0.01% | 54 | -897 | -2.46% | Q1 2026 | Apr 30, 2026 |
| Comprehensive Wealth Management, LLC | History | Added to | 32,826 | 2,592 | 1.31% | 1.4% | 55 | +631 | 1.96% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 32,528 | 2,569 | 0.0% | 0.0% | 56 | -23,808 | -42.26% | Q1 2026 | May 15, 2026 |
| Almanack Investment Partners, LLC. | History | Reduced | 32,482 | 2,565 | 0.43% | 1.59% | 57 | -94,308 | -74.38% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 30,055 | 2,373 | 0.0% | 0.01% | 58 | -22,547 | -42.86% | Q1 2026 | Apr 27, 2026 |
| Trek Financial, LLC | History | New | 28,874 | 2,280 | 0.12% | — | 59 | +28,874 | New | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 28,726 | 2,268 | 0.03% | 0.04% | 60 | -12,776 | -30.78% | Q1 2026 | May 15, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 24,743 | 1,954 | 0.16% | 0.21% | 61 | -9,904 | -28.59% | Q1 2026 | May 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Reduced | 22,257 | 1,798 | 1.15% | 1.42% | 62 | -14,607 | -39.62% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 22,493 | 1,776 | 0.01% | 0.01% | 63 | +680 | 3.12% | Q1 2026 | May 05, 2026 |
| Williams & Novak, LLC | History | Reduced | 21,462 | 1,773 | 1.33% | 1.25% | 64 | -1,178 | -5.2% | Q1 2026 | Apr 20, 2026 |
| Per Stirling Capital Management, LLC. | History | New | 22,019 | 1,739 | 0.19% | — | 65 | +22,019 | New | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 21,940 | 1,732 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 21,800 | 1,721 | 0.0% | 0.0% | 67 | +8,700 | 66.41% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Reduced | 21,337 | 1,685 | 0.03% | 0.03% | 68 | -1,414 | -6.22% | Q1 2026 | Apr 17, 2026 |
| Equitable Holdings, Inc. | History | New | 22,809 | 1,679 | 0.01% | — | 69 | +22,809 | New | Q1 2026 | May 15, 2026 |
| Asset One Wealth Management LLC | History | Added to | 20,470 | 1,649 | 0.18% | 0.23% | 70 | +116 | 0.57% | Q1 2026 | May 12, 2026 |
| Banque Transatlantique SA | History | New | 19,685 | 1,554 | 0.04% | — | 71 | +19,685 | New | Q1 2026 | May 13, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 19,643 | 1,446 | 0.45% | 0.45% | 72 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Mariner, LLC | History | Reduced | 17,676 | 1,396 | 0.0% | 0.0% | 73 | -238 | -1.33% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | No change | 17,508 | 1,382 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 17,367 | 1,374 | 0.01% | 0.01% | 75 | +2,465 | 16.54% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 17,343 | 1,369 | 0.01% | 0.01% | 76 | +3,419 | 24.55% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 17,193 | 1,357 | 0.0% | 0.0% | 77 | -28,107 | -62.05% | Q1 2026 | May 14, 2026 |
| Sandy Cove Advisors, LLC | History | Added to | 16,700 | 1,318 | 0.39% | 0.36% | 78 | +200 | 1.21% | Q1 2026 | May 05, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 16,381 | 1,293 | 0.06% | 0.06% | 79 | -3,545 | -17.79% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | New | 16,332 | 1,290 | 0.0% | — | 80 | +16,332 | New | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,552 | 1,228 | 0.0% | 0.0% | 81 | +1,958 | 14.4% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | New | 14,694 | 1,160 | 0.02% | — | 82 | +14,694 | New | Q1 2026 | Apr 27, 2026 |
| Private Advisor Group, LLC | History | New | 14,642 | 1,156 | 0.01% | — | 83 | +14,642 | New | Q1 2026 | Apr 24, 2026 |
| Comprehensive Money Management Services LLC | History | Reduced | 14,563 | 1,150 | 0.75% | 0.91% | 84 | -3,450 | -19.15% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 14,520 | 1,146 | 0.01% | — | 85 | +14,520 | New | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | Added to | 14,379 | 1,135 | 0.03% | 0.02% | 86 | +1,594 | 12.47% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 14,300 | 1,129 | 0.04% | 0.02% | 87 | +25 | 0.18% | Q1 2026 | Apr 23, 2026 |
| Invst, LLC | History | Reduced | 14,043 | 1,109 | 0.13% | 0.11% | 88 | -177 | -1.24% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 13,615 | 1,075 | 0.01% | 0.0% | 89 | +9,929 | 269.37% | Q1 2026 | May 15, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 14,531 | 1,070 | 0.91% | 0.91% | 90 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 12,524 | 1,059 | 0.06% | 0.05% | 91 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 13,360 | 1,055 | 0.68% | 0.62% | 92 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 13,034 | 1,029 | 0.07% | 0.05% | 93 | +3,733 | 40.14% | Q1 2026 | May 12, 2026 |
| Gladstone Institutional Advisory LLC | History | New | 12,410 | 980 | 0.04% | — | 94 | +12,410 | New | Q1 2026 | May 14, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 12,142 | 958 | 0.22% | 0.21% | 95 | +109 | 0.91% | Q1 2026 | May 06, 2026 |
| Aspect Partners, LLC | History | No change | 11,313 | 893 | 0.37% | 0.36% | 96 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 11,159 | 881 | 0.02% | 0.03% | 97 | -4,562 | -29.02% | Q1 2026 | Apr 07, 2026 |
| NWAM LLC | History | Reduced | 10,794 | 852 | 0.05% | 0.06% | 98 | -203 | -1.85% | Q1 2026 | May 04, 2026 |
| LifeGoal Investments, LLC | History | Reduced | 10,242 | 846 | 0.48% | 2.01% | 99 | -30,801 | -75.05% | Q1 2026 | Apr 14, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 9,716 | 843 | 0.1% | 0.11% | 100 | -58 | -0.59% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 10,503 | 829 | 0.0% | 0.0% | 101 | +8,518 | 429.12% | Q1 2026 | May 14, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 10,775 | 814 | 0.04% | 0.26% | 102 | -55,761 | -83.81% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 10,140 | 800 | 0.0% | 0.0% | 103 | +737 | 7.84% | Q1 2026 | May 15, 2026 |
| Portfolio Strategies, Inc. | History | No change | 9,951 | 785 | 0.1% | 0.08% | 104 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Perigon Wealth Management, LLC | History | No change | 9,875 | 779 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SMITH, MOORE & CO. | History | No change | 8,836 | 697 | 0.05% | 0.05% | 106 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 8,707 | 687 | 0.0% | 0.0% | 107 | +6,282 | 259.05% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 8,600 | 679 | 0.01% | 0.01% | 108 | +2,300 | 36.51% | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 8,493 | 670 | 0.02% | 0.02% | 109 | +699 | 8.97% | Q1 2026 | May 13, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 8,390 | 662 | 0.07% | 0.07% | 110 | -118 | -1.39% | Q1 2026 | May 08, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 8,309 | 656 | 0.04% | 0.04% | 111 | -496 | -5.63% | Q1 2026 | May 14, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 7,730 | 610 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 7,595 | 599 | 0.0% | — | 113 | +7,595 | New | Q1 2026 | May 04, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 7,422 | 586 | 0.2% | 0.18% | 114 | +187 | 2.58% | Q1 2026 | May 05, 2026 |
| Crestmont Private Wealth LLC | History | No change | 7,246 | 572 | 0.18% | 0.17% | 115 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 7,222 | 570 | 0.0% | 0.0% | 116 | +1,461 | 25.36% | Q1 2026 | May 12, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 7,204 | 569 | 0.05% | 0.04% | 117 | +1,184 | 19.67% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | New | 6,949 | 548 | 0.03% | — | 118 | +6,949 | New | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 6,838 | 540 | 0.0% | — | 119 | +6,838 | New | Q1 2026 | May 14, 2026 |
| WEALTHGARDEN F.S. LLC | History | Added to | 6,734 | 531 | 0.36% | 0.37% | 120 | +599 | 9.76% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,653 | 525 | 0.0% | 0.0% | 121 | +3,930 | 144.33% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | Added to | 6,603 | 521 | 0.1% | 0.09% | 122 | +277 | 4.38% | Q1 2026 | May 11, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 6,347 | 501 | 0.1% | 0.11% | 123 | -409 | -6.05% | Q1 2026 | Apr 15, 2026 |
| Tactive Advisors, LLC | History | Reduced | 6,315 | 498 | 0.14% | 0.16% | 124 | -1,160 | -15.52% | Q1 2026 | Apr 16, 2026 |
| Kera Capital Partners, Inc. | History | No change | 6,183 | 488 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 6,173 | 487 | 0.03% | 0.03% | 126 | -370 | -5.65% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 6,108 | 482 | 0.0% | 0.0% | 127 | +1,235 | 25.34% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | New | 6,061 | 478 | 0.02% | — | 128 | +6,061 | New | Q1 2026 | Apr 28, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 5,613 | 473 | 0.07% | 0.05% | 129 | +949 | 20.35% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,757 | 454 | 0.0% | 0.0% | 130 | +944 | 19.61% | Q1 2026 | Apr 30, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Added to | 5,333 | 450 | 0.12% | 0.11% | 131 | +633 | 13.47% | Q1 2026 | Apr 30, 2026 |
| Lido Advisors, LLC | History | New | 5,636 | 445 | 0.0% | — | 132 | +5,636 | New | Q1 2026 | May 13, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 5,949 | 438 | 0.27% | 0.27% | 133 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Belvedere Trading LLC | History | No change | 5,500 | 434 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 5,425 | 428 | 0.01% | 0.01% | 135 | -1 | -0.02% | Q1 2026 | May 14, 2026 |
| Ethos Financial Group, LLC | History | Reduced | 5,314 | 419 | 0.03% | 0.04% | 136 | -1,517 | -22.21% | Q1 2026 | May 05, 2026 |
| Gainplan LLC | History | Reduced | 5,272 | 416 | 0.31% | 0.35% | 137 | -7,341 | -58.2% | Q1 2026 | Apr 08, 2026 |
| Atria Investments, Inc | History | New | 5,133 | 405 | 0.0% | — | 139 | +5,133 | New | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 5,139 | 405 | 0.0% | 0.0% | 138 | +444 | 9.46% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,058 | 399 | 0.0% | 0.0% | 140 | -3,787 | -42.82% | Q1 2026 | May 13, 2026 |
| THOMPSON DAVIS & CO., INC. | History | New | 5,050 | 398 | 0.27% | — | 141 | +5,050 | New | Q1 2026 | Apr 16, 2026 |
| Clear Harbor Asset Management, LLC | History | New | 5,000 | 394 | 0.03% | — | 143 | +5,000 | New | Q1 2026 | May 05, 2026 |
| WHITENER CAPITAL MANAGEMENT, INC. | History | No change | 5,000 | 394 | 0.09% | 0.08% | 142 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Fiera Capital Corp | History | No change | 4,921 | 388 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,747 | 387 | 0.0% | 0.0% | 145 | -2,496 | -34.46% | Q1 2026 | Apr 08, 2026 |
| SWMG, LLC | History | New | 4,823 | 380 | 0.11% | — | 146 | +4,823 | New | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 5,009 | 368 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Caitlin John, LLC | History | Reduced | 4,451 | 351 | 0.21% | 0.22% | 148 | -175 | -3.78% | Q1 2026 | May 13, 2026 |
| RDA Financial Network | History | Added to | 4,176 | 329 | 0.08% | 0.07% | 149 | +211 | 5.32% | Q1 2026 | Apr 08, 2026 |
| NavPoint Financial, Inc. | History | New | 4,151 | 327 | 0.13% | — | 150 | +4,151 | New | Q1 2026 | Apr 24, 2026 |
| RMR Wealth Builders | History | No change | 4,138 | 326 | 0.03% | 0.02% | 151 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,082 | 322 | 0.0% | — | 152 | +4,082 | New | Q1 2026 | May 01, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 3,965 | 313 | 0.04% | 0.03% | 153 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GWN SECURITIES INC. | History | New | 3,834 | 302 | 0.06% | — | 154 | +3,834 | New | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,626 | 286 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 3,610 | 284 | 0.04% | 0.04% | 156 | -35 | -0.96% | Q1 2026 | Apr 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 3,484 | 275 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 3,462 | 273 | 0.17% | — | 158 | +3,462 | New | Q1 2026 | Apr 14, 2026 |
| Oxbow Advisors, LLC | History | No change | 3,227 | 254 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 3,214 | 253 | 0.02% | 0.02% | 160 | +148 | 4.83% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 3,160 | 249 | 0.0% | 0.0% | 161 | -16 | -0.5% | Q1 2026 | May 08, 2026 |
| Dynasty Wealth Management, LLC | History | New | 3,072 | 242 | 0.0% | — | 163 | +3,072 | New | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 3,074 | 242 | 0.0% | 0.0% | 162 | -1,561 | -33.68% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,006 | 237 | 0.0% | 0.0% | 164 | -66 | -2.15% | Q1 2026 | May 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 2,980 | 235 | 0.01% | 0.02% | 165 | -415 | -12.22% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 2,930 | 231 | 0.0% | — | 166 | +2,930 | New | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 2,862 | 226 | 0.0% | 0.01% | 167 | -5,024 | -63.71% | Q1 2026 | May 01, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,864 | 226 | 0.03% | — | 168 | +2,864 | New | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | New | 2,857 | 225 | 0.0% | — | 169 | +2,857 | New | Q1 2026 | May 13, 2026 |
| Eagle Strategies LLC | History | New | 2,851 | 225 | 0.03% | — | 170 | +2,851 | New | Q1 2026 | Apr 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,831 | 223 | 0.0% | 0.0% | 171 | -2,534 | -47.23% | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | New | 2,781 | 219 | 0.01% | — | 174 | +2,781 | New | Q1 2026 | May 12, 2026 |
| Prism Advisors, Inc. | History | No change | 2,778 | 219 | 0.06% | 0.05% | 172 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Berger Financial Group, Inc | History | No change | 2,783 | 219 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 2,750 | 217 | 0.0% | 0.0% | 175 | -213 | -7.19% | Q1 2026 | May 18, 2026 |
| Claro Advisors Inc. | History | Reduced | 2,656 | 209 | 0.03% | 0.03% | 176 | -555 | -17.28% | Q1 2026 | Apr 21, 2026 |
| Dynamic Advisor Solutions LLC | History | New | 2,580 | 203 | 0.01% | — | 178 | +2,580 | New | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 2,575 | 203 | 0.01% | 0.01% | 177 | +75 | 3.0% | Q1 2026 | Apr 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | New | 2,568 | 202 | 0.01% | — | 179 | +2,568 | New | Q1 2026 | Apr 21, 2026 |
| Chung Wu Investment Group, LLC | History | New | 2,500 | 197 | 0.17% | — | 180 | +2,500 | New | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,162 | 170 | 0.01% | 0.01% | 181 | -46 | -2.08% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 2,057 | 162 | 0.0% | 0.0% | 182 | -423 | -17.06% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,048 | 161 | 0.0% | 0.01% | 183 | -26,470 | -92.82% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,025 | 159 | 0.0% | 0.0% | 184 | -320 | -13.65% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,836 | 145 | 0.0% | 0.01% | 185 | -15,639 | -89.49% | Q1 2026 | May 15, 2026 |
| Colonial Trust Co / SC | History | No change | 1,529 | 120 | 0.02% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Optiver Holding B.V. | History | New | 1,472 | 116 | 0.0% | — | 187 | +1,472 | New | Q1 2026 | May 15, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,289 | 102 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 1,145 | 90 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,133 | 89 | 0.01% | 0.0% | 190 | +371 | 48.69% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,115 | 88 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,097 | 86 | 0.0% | 0.0% | 192 | -54 | -4.69% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,035 | 81 | 0.0% | 0.0% | 193 | +454 | 78.14% | Q1 2026 | May 14, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | New | 847 | 66 | 0.0% | — | 195 | +847 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 900 | 66 | 0.0% | 0.0% | 194 | -347 | -27.83% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | No change | 800 | 63 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 739 | 58 | 0.0% | 0.0% | 197 | -538 | -42.13% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 699 | 55 | 0.0% | — | 198 | +699 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 694 | 54 | 0.0% | 0.0% | 199 | -72 | -9.4% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 604 | 47 | 0.0% | 0.0% | 200 | -777 | -56.26% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | New | 599 | 47 | 0.0% | — | 202 | +599 | New | Q1 2026 | Apr 20, 2026 |
| TRUST CO OF VERMONT | History | No change | 645 | 47 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 597 | 43 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | No change | 520 | 42 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | No change | 425 | 33 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Raleigh Capital Management Inc. | History | New | 393 | 31 | 0.01% | — | 206 | +393 | New | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 9,749 | 29 | 0.0% | 0.0% | 207 | -8,418 | -46.34% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 375 | 29 | 0.01% | — | 208 | +375 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 375 | 29 | 0.01% | — | 209 | +375 | New | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | No change | 362 | 28 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 355 | 28 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 328 | 25 | 0.01% | 0.01% | 212 | +43 | 15.09% | Q1 2026 | May 13, 2026 |
| Main Street Group, LTD | History | New | 300 | 23 | 0.01% | — | 213 | +300 | New | Q1 2026 | May 06, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 280 | 22 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 255 | 21 | 0.0% | 0.0% | 215 | +130 | 104.0% | Q1 2026 | Apr 07, 2026 |
| IFG Advisory, LLC | History | New | 244 | 19 | 0.05% | — | 217 | +244 | New | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | New | 242 | 19 | 0.0% | — | 218 | +242 | New | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 242 | 19 | 0.0% | 0.0% | 216 | +192 | 384.0% | Q1 2026 | Apr 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 208 | 16 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 190 | 15 | 0.0% | 0.0% | 220 | -302 | -61.38% | Q1 2026 | Apr 07, 2026 |
| Signature Equity Partners, LLC | History | No change | 192 | 15 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 162 | 12 | 0.0% | — | 224 | +162 | New | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 160 | 12 | 0.0% | — | 223 | +160 | New | Q1 2026 | May 12, 2026 |
| Copia Wealth Management | History | Reduced | 162 | 12 | 0.01% | 0.01% | 222 | -23 | -12.43% | Q1 2026 | May 04, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Reduced | 150 | 11 | 0.01% | 0.03% | 226 | -800 | -84.21% | Q1 2026 | May 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 148 | 11 | 0.0% | — | 227 | +148 | New | Q1 2026 | May 11, 2026 |
| CITY HOLDING CO | History | No change | 140 | 11 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Park Place Capital Corp | History | Reduced | 126 | 9 | 0.0% | 0.0% | 228 | -10 | -7.35% | Q1 2026 | Apr 09, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 102 | 8 | 0.0% | — | 229 | +102 | New | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 102 | 7 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Decker Retirement Planning Inc. | History | No change | 97 | 7 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rossby Financial, LCC | History | New | 75 | 6 | 0.0% | — | 233 | +75 | New | Q1 2026 | May 11, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 87 | 6 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HOWE & RUSLING INC | History | New | 45 | 3 | 0.0% | — | 235 | +45 | New | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | New | 42 | 3 | 0.0% | — | 236 | +42 | New | Q1 2026 | May 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 41 | 3 | 0.0% | — | 237 | +41 | New | Q1 2026 | May 01, 2026 |
| Vision Retirement, LLC | History | New | 40 | 3 | 0.0% | — | 238 | +40 | New | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | New | 38 | 2 | 0.0% | — | 240 | +38 | New | Q1 2026 | Apr 10, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 34 | 2 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NBC SECURITIES, INC. | History | New | 24 | 1 | 0.0% | — | 242 | +24 | New | Q1 2026 | Apr 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MANCHESTER FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.56% | — | -40,854 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -33,806 | -100.0% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -29,127 | -100.0% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,147 | -100.0% | Q1 2026 | Apr 10, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,525 | -100.0% | Q1 2026 | May 08, 2026 |
| Valued Retirements, Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -5,800 | -100.0% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,423 | -100.0% | Q1 2026 | May 14, 2026 |
| Archer Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -4,981 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -3,990 | -100.0% | Q1 2026 | May 04, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,810 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Quantinno Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,490 | -100.0% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,306 | -100.0% | Q1 2026 | May 14, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,151 | -100.0% | Q1 2026 | Apr 14, 2026 |
| White Lighthouse Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,813 | -100.0% | Q1 2026 | May 14, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -200 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 9 | 0 | — | 0.0% | — | -23 | -71.88% | Q1 2026 | May 14, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 12, 2026 |
| Synergy Investment Management, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 15, 2026 |
| WealthShield Partners, LLC | History | Reduced | 10 | 0 | — | — | — | -2 | -16.67% | Q1 2026 | May 01, 2026 |
| Quest 10 Wealth Builders, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 06, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |