iSHARES TRUST - SCZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 49,428,037 | 3,755,762 | 1.81% | 1.66% | 1 | +14,342,867 | 40.88% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 12,706,169 | 996,291 | 1.39% | 1.22% | 2 | +1,574,487 | 14.14% | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 9,480,809 | 721,300 | 5.51% | — | 3 | +9,480,809 | New | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 4,673,742 | 366,468 | 0.02% | 0.01% | 4 | +1,961,884 | 72.34% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,351,812 | 341,225 | 1.31% | — | 5 | +4,351,812 | New | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 3,924,370 | 307,709 | 0.21% | 0.22% | 6 | -76,734 | -1.92% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 3,787,452 | 296,974 | 0.01% | 0.0% | 7 | +381,688 | 11.21% | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 3,702,826 | 290,338 | 1.12% | 1.04% | 8 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,174,657 | 248,924 | 0.05% | 0.04% | 9 | +21,028 | 0.67% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,036,092 | 238,059 | 0.03% | 0.03% | 10 | +344,396 | 12.79% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,495,025 | 195,635 | 0.01% | 0.01% | 11 | +105,687 | 4.42% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,452,274 | 192,282 | 0.01% | 0.01% | 12 | +639,775 | 35.3% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,478,776 | 115,950 | 0.02% | 0.02% | 13 | +285,941 | 23.97% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,300,436 | 101,967 | 0.01% | 0.01% | 14 | +34,817 | 2.75% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 1,284,028 | 100,705 | 0.11% | 0.11% | 15 | -11,805 | -0.91% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 1,258,490 | 98,678 | 2.1% | 2.08% | 16 | -12,820 | -1.01% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 1,131,350 | 88,709 | 0.09% | 0.09% | 17 | +54,817 | 5.09% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 975,244 | 76,468 | 0.01% | 0.01% | 18 | +199,543 | 25.72% | Q1 2026 | May 05, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 894,861 | 70,166 | 0.84% | 0.82% | 19 | -21,394 | -2.33% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 861,100 | 67,518 | 1.61% | 1.59% | 20 | -15,296 | -1.75% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Reduced | 848,780 | 66,552 | 0.02% | 0.02% | 21 | -7,621 | -0.89% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 720,172 | 56,468 | 0.03% | 0.03% | 22 | +56,577 | 8.53% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 701,254 | 54,985 | 0.06% | 0.06% | 23 | +9,845 | 1.42% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 691,191 | 54,196 | 0.01% | 0.0% | 24 | +659,542 | 2083.93% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 625,924 | 49,078 | 0.16% | 0.16% | 25 | -33 | -0.01% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 616,804 | 48,363 | 0.01% | 0.01% | 26 | +365,300 | 145.25% | Q1 2026 | Apr 30, 2026 |
| Financial Advisory Corp | History | Reduced | 581,867 | 45,624 | 6.34% | 6.69% | 27 | -11,071 | -1.87% | Q1 2026 | Apr 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 576,958 | 45,239 | 0.01% | 0.01% | 28 | -9,166 | -1.56% | Q1 2026 | May 04, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 576,024 | 45,166 | 0.86% | 0.87% | 29 | -18,362 | -3.09% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 539,172 | 42,276 | 0.04% | 0.0% | 30 | +515,436 | 2171.54% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 531,686 | 41,689 | 0.02% | 0.02% | 31 | -186,574 | -25.98% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 496,916 | 38,963 | 0.02% | 0.02% | 32 | -15,154 | -2.96% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 476,324 | 37,348 | 0.01% | 0.01% | 33 | +113,825 | 31.4% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Added to | 491,436 | 37,293 | 0.05% | 0.05% | 34 | +6,316 | 1.3% | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 469,189 | 36,789 | 0.28% | 0.26% | 35 | +22,285 | 4.99% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 446,785 | 35,032 | 0.79% | 0.8% | 36 | +1,839 | 0.41% | Q1 2026 | May 12, 2026 |
| Plancorp, LLC | History | Reduced | 414,374 | 34,314 | 0.98% | 0.97% | 37 | -429 | -0.1% | Q1 2026 | Apr 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 406,167 | 31,847 | 0.62% | 0.61% | 38 | +2,479 | 0.61% | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | Added to | 376,174 | 29,495 | 0.17% | 0.16% | 39 | +9,349 | 2.55% | Q1 2026 | May 15, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | Reduced | 375,064 | 29,408 | 1.42% | 1.41% | 40 | -7,824 | -2.04% | Q1 2026 | Apr 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 367,659 | 28,828 | 0.04% | 0.04% | 41 | +65,489 | 21.67% | Q1 2026 | May 15, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 333,626 | 28,221 | 8.48% | 8.45% | 42 | +8,306 | 2.55% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Reduced | 314,114 | 24,629 | 0.3% | 0.32% | 43 | -11,120 | -3.42% | Q1 2026 | May 12, 2026 |
| Arvest Bank Trust Division | History | Reduced | 313,649 | 24,593 | 1.34% | 1.34% | 44 | -4,865 | -1.53% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 302,862 | 23,747 | 0.04% | 0.05% | 45 | +81,371 | 36.74% | Q1 2026 | May 01, 2026 |
| Shakespeare Wealth Management, LLC | History | Added to | 297,524 | 23,328 | 5.52% | 5.05% | 46 | +2,580 | 0.87% | Q1 2026 | Apr 30, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 293,542 | 23,016 | 0.33% | 0.36% | 47 | +4,452 | 1.54% | Q1 2026 | Apr 10, 2026 |
| Ballentine Partners, LLC | History | Reduced | 290,142 | 22,750 | 0.32% | 0.32% | 48 | -2,547 | -0.87% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | New | 287,647 | 22,554 | 0.0% | — | 49 | +287,647 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 250,690 | 19,656 | 0.02% | 0.02% | 50 | +1,726 | 0.69% | Q1 2026 | May 12, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 241,779 | 18,957 | 0.39% | 0.42% | 51 | -25,712 | -9.61% | Q1 2026 | May 14, 2026 |
| Aspect Partners, LLC | History | Added to | 239,050 | 18,743 | 7.66% | 0.52% | 52 | +223,846 | 1472.28% | Q1 2026 | Apr 02, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 230,756 | 18,093 | 0.88% | 0.75% | 53 | +30,900 | 15.46% | Q1 2026 | May 04, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 229,229 | 17,973 | 2.31% | 2.32% | 54 | +10,808 | 4.95% | Q1 2026 | Apr 27, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 228,135 | 17,888 | 0.37% | 0.35% | 55 | +4,137 | 1.85% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 225,289 | 17,652 | 1.72% | 0.93% | 56 | +100,372 | 80.35% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 213,145 | 16,712 | 0.02% | 0.02% | 57 | -777 | -0.36% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Added to | 212,798 | 16,685 | 0.08% | 0.08% | 58 | +23,607 | 12.48% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 210,952 | 16,540 | 0.01% | 0.0% | 59 | +7,065 | 3.47% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 206,205 | 16,168 | 0.02% | 0.02% | 60 | -14,566 | -6.6% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 203,743 | 15,976 | 0.04% | 0.02% | 61 | +86,194 | 73.33% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 208,764 | 15,882 | 0.0% | 0.01% | 62 | -1,112,974 | -84.21% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 200,781 | 15,743 | 0.09% | 0.06% | 63 | -2,361 | -1.16% | Q1 2026 | Apr 29, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 197,137 | 15,457 | 0.33% | 0.33% | 64 | -4,233 | -2.1% | Q1 2026 | May 13, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 196,512 | 15,408 | 0.94% | 2.89% | 65 | -15,323,991 | -98.73% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 190,741 | 14,968 | 0.02% | 0.02% | 66 | +5,497 | 2.97% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 179,876 | 14,104 | 0.44% | 0.45% | 67 | -2,188 | -1.2% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 175,414 | 13,754 | 0.08% | 0.08% | 68 | -11,693 | -6.25% | Q1 2026 | Apr 30, 2026 |
| Wealth Architects, LLC | History | Reduced | 175,076 | 13,727 | 1.22% | 1.26% | 69 | -4,889 | -2.72% | Q1 2026 | May 15, 2026 |
| RTD Financial Advisors, Inc. | History | Reduced | 170,857 | 13,396 | 1.65% | 1.63% | 70 | -1,443 | -0.84% | Q1 2026 | Apr 10, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 169,123 | 13,260 | 0.67% | 0.73% | 71 | -15,249 | -8.27% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 163,979 | 12,857 | 0.02% | 0.01% | 72 | +4,578 | 2.87% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 160,176 | 12,559 | 0.02% | 0.02% | 73 | +2,433 | 1.54% | Q1 2026 | May 14, 2026 |
| Klingman & Associates, LLC | History | Reduced | 156,770 | 12,292 | 0.59% | 0.59% | 74 | -905 | -0.57% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 152,294 | 11,941 | 0.04% | 0.01% | 75 | +119,774 | 368.31% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 152,270 | 11,939 | 0.05% | 0.05% | 76 | -934 | -0.61% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 149,016 | 11,684 | 0.04% | 0.0% | 77 | +145,524 | 4167.35% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 143,446 | 11,248 | 0.0% | 0.0% | 78 | -9,119 | -5.98% | Q1 2026 | May 15, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Reduced | 143,111 | 11,221 | 0.29% | 0.29% | 79 | -3,262 | -2.23% | Q1 2026 | May 13, 2026 |
| Shoker Investment Counsel, Inc. | History | Added to | 142,826 | 11,199 | 3.32% | 3.21% | 80 | +1,669 | 1.18% | Q1 2026 | May 11, 2026 |
| Omega Financial Group, LLC | History | Added to | 141,407 | 11,087 | 3.6% | 3.59% | 81 | +611 | 0.43% | Q1 2026 | May 12, 2026 |
| Brand Asset Management Group, Inc. | History | Reduced | 139,741 | 10,957 | 2.85% | 3.22% | 82 | -8,825 | -5.94% | Q1 2026 | May 11, 2026 |
| Curi Capital, LLC | History | Added to | 138,828 | 10,885 | 0.19% | 0.15% | 83 | +23,882 | 20.78% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 135,482 | 10,623 | 0.12% | 0.13% | 84 | -12,340 | -8.35% | Q1 2026 | May 05, 2026 |
| Sound Stewardship, LLC | History | Added to | 131,930 | 10,344 | 4.74% | 4.88% | 85 | +650 | 0.5% | Q1 2026 | Apr 10, 2026 |
| Frontier Asset Management, LLC | History | Added to | 129,905 | 10,185 | 2.14% | 0.37% | 86 | +109,099 | 524.36% | Q1 2026 | May 06, 2026 |
| DORVAL Corp | History | Reduced | 129,498 | 10,153 | 3.15% | 3.35% | 87 | -5,871 | -4.34% | Q1 2026 | Apr 22, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 129,007 | 10,115 | 1.99% | 2.02% | 88 | +400 | 0.31% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 126,252 | 9,901 | 0.0% | 0.0% | 89 | -19,882 | -13.61% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 122,741 | 9,624 | 0.02% | 0.01% | 90 | +4,232 | 3.57% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 122,424 | 9,599 | 0.03% | 0.03% | 91 | -5,620 | -4.39% | Q1 2026 | May 12, 2026 |
| Charles Schwab Trust Co | History | Added to | 118,891 | 9,322 | 0.6% | 0.61% | 92 | +149 | 0.13% | Q1 2026 | Apr 10, 2026 |
| Fonville Wealth Management LLC | History | Added to | 116,247 | 9,115 | 1.74% | 1.8% | 93 | +2,512 | 2.21% | Q1 2026 | Apr 20, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 114,202 | 8,954 | 2.37% | 2.33% | 94 | -2,746 | -2.35% | Q1 2026 | Apr 22, 2026 |
| SACHEM HILL LLC | History | Reduced | 111,144 | 8,714 | 1.69% | 1.72% | 95 | -3,094 | -2.71% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 107,625 | 8,439 | 0.01% | 0.01% | 96 | +7,136 | 7.1% | Q1 2026 | May 06, 2026 |
| IFG Advisors, LLC | History | Added to | 105,479 | 8,270 | 1.35% | 1.3% | 97 | +4,902 | 4.87% | Q1 2026 | Apr 09, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 103,300 | 8,099 | 0.06% | 0.09% | 98 | +4,171 | 4.21% | Q1 2026 | May 15, 2026 |
| LTG Capital LLC | History | Added to | 102,318 | 8,022 | 6.13% | 6.12% | 99 | +973 | 0.96% | Q1 2026 | May 15, 2026 |
| Brooklyn FI, LLC | History | Reduced | 102,087 | 8,004 | 1.68% | 1.72% | 100 | -1,769 | -1.7% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 100,329 | 7,866 | 0.12% | 0.13% | 101 | +1,682 | 1.71% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 97,322 | 7,687 | 0.02% | 0.01% | 102 | -19,165 | -16.45% | Q1 2026 | Apr 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 98,325 | 7,623 | 0.05% | 0.05% | 103 | -3,970 | -3.88% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 95,892 | 7,526 | 0.01% | 0.01% | 104 | -264 | -0.27% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 95,916 | 7,520 | 0.04% | 0.05% | 105 | -4,874 | -4.84% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 94,685 | 7,442 | 0.04% | 0.04% | 106 | -2,069 | -2.14% | Q1 2026 | May 15, 2026 |
| ARVEST INVESTMENTS, INC. | History | Reduced | 94,578 | 7,415 | 1.01% | 1.04% | 107 | -687 | -0.72% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 92,157 | 7,226 | 0.43% | 0.41% | 108 | +4,674 | 5.34% | Q1 2026 | May 13, 2026 |
| BANK OF STOCKTON | History | Reduced | 89,429 | 7,012 | 2.17% | 2.09% | 109 | -4,837 | -5.13% | Q1 2026 | Apr 29, 2026 |
| ENCOMPASS WEALTH ADVISORS, LLC | History | Added to | 89,379 | 7,008 | 2.44% | 2.31% | 110 | +1,933 | 2.21% | Q1 2026 | Apr 21, 2026 |
| CWM, LLC | History | Added to | 85,992 | 6,742 | 0.02% | 0.02% | 111 | +4,574 | 5.62% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 84,128 | 6,596 | 0.13% | 0.12% | 112 | -8,621 | -9.29% | Q1 2026 | Apr 22, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 83,218 | 6,525 | 0.0% | 0.0% | 113 | +3,199 | 4.0% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 82,971 | 6,505 | 0.01% | 0.0% | 114 | +54,583 | 192.27% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 81,515 | 6,391 | 0.0% | 0.0% | 115 | +67,781 | 493.53% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Reduced | 77,682 | 6,091 | 0.05% | 0.05% | 116 | -3,658 | -4.5% | Q1 2026 | May 15, 2026 |
| NorthStar Asset Management LLC /NJ/ | History | Added to | 77,083 | 6,044 | 2.92% | 2.54% | 117 | +4,363 | 6.0% | Q1 2026 | May 08, 2026 |
| BLUELINE ADVISORS LLC | History | Added to | 76,061 | 5,963 | 4.62% | 4.62% | 118 | +3,094 | 4.24% | Q1 2026 | Apr 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 74,467 | 5,838 | 0.01% | 0.01% | 119 | +22,867 | 44.32% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 74,030 | 5,804 | 0.02% | 0.01% | 120 | -3,949 | -5.06% | Q1 2026 | May 04, 2026 |
| Cornerstone Management, Inc. | History | Added to | 72,361 | 5,673 | 0.9% | 0.89% | 121 | +2,232 | 3.18% | Q1 2026 | Apr 16, 2026 |
| My Personal CFO, LLC | History | Added to | 71,196 | 5,582 | 2.44% | 2.26% | 122 | +1,332 | 1.91% | Q1 2026 | Apr 21, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 71,059 | 5,571 | 0.1% | 0.11% | 123 | -4,484 | -5.94% | Q1 2026 | Apr 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 70,755 | 5,547 | 0.07% | 0.07% | 124 | -1,463 | -2.03% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 70,268 | 5,509 | 0.42% | 0.41% | 125 | -93 | -0.13% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 69,348 | 5,437 | 0.06% | 0.07% | 126 | +623 | 0.91% | Q1 2026 | Apr 23, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 68,818 | 5,395 | 0.06% | 0.07% | 127 | -9,292 | -11.9% | Q1 2026 | May 13, 2026 |
| BANK OF HAWAII | History | Reduced | 68,697 | 5,386 | 0.28% | 0.27% | 128 | -2,438 | -3.43% | Q1 2026 | May 14, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 66,479 | 5,212 | 0.54% | 0.49% | 129 | +3,879 | 6.2% | Q1 2026 | May 12, 2026 |
| SB Capital Management Inc | History | No change | 66,885 | 5,185 | 1.9% | 1.9% | 130 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | Added to | 65,811 | 5,160 | 1.55% | 1.49% | 131 | +2,316 | 3.65% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 65,810 | 5,160 | 0.02% | 0.02% | 132 | -784 | -1.18% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 65,559 | 5,139 | 0.01% | 0.01% | 133 | -31,180 | -32.23% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Added to | 65,083 | 5,102 | 0.14% | 0.15% | 134 | +2,876 | 4.62% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | New | 64,645 | 5,068 | 0.12% | — | 135 | +64,645 | New | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Added to | 64,194 | 5,034 | 0.07% | 0.07% | 136 | +2,136 | 3.44% | Q1 2026 | Apr 08, 2026 |
| MSH Capital Advisors LLC | History | Added to | 64,179 | 5,032 | 1.07% | 1.06% | 137 | +444 | 0.7% | Q1 2026 | May 08, 2026 |
| Shore Point Advisors, LLC | History | Reduced | 62,957 | 4,936 | 1.95% | 3.99% | 138 | -58,783 | -48.29% | Q1 2026 | Apr 08, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 61,500 | 4,822 | 0.28% | 0.69% | 139 | -95,400 | -60.8% | Q1 2026 | May 06, 2026 |
| Clearwater Capital Advisors, LLC | History | Reduced | 60,698 | 4,759 | 0.38% | 0.4% | 140 | -1,411 | -2.27% | Q1 2026 | May 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 60,367 | 4,733 | 0.31% | 0.28% | 141 | -154 | -0.25% | Q1 2026 | Apr 17, 2026 |
| COMERICA BANK | History | No change | 61,043 | 4,732 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quent Capital, LLC | History | Reduced | 60,103 | 4,712 | 0.33% | 0.35% | 143 | -1,665 | -2.7% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Reduced | 59,510 | 4,666 | 0.15% | 0.16% | 144 | -1,978 | -3.22% | Q1 2026 | May 15, 2026 |
| FCA CORP /TX | History | Reduced | 59,496 | 4,665 | 1.32% | 1.4% | 145 | -4,291 | -6.73% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | Reduced | 59,156 | 4,638 | 0.89% | 0.93% | 146 | -6,441 | -9.82% | Q1 2026 | Apr 03, 2026 |
| WASHINGTON TRUST BANK | History | Added to | 59,085 | 4,632 | 0.34% | 0.26% | 147 | +10,296 | 21.1% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 58,875 | 4,616 | 0.02% | 0.02% | 148 | -5,407 | -8.41% | Q1 2026 | Apr 24, 2026 |
| Professional Financial Advisors, LLC | History | New | 58,492 | 4,586 | 0.93% | — | 149 | +58,492 | New | Q1 2026 | Apr 13, 2026 |
| Heritage Trust Co | History | Reduced | 58,255 | 4,567 | 0.46% | 0.49% | 150 | -3,301 | -5.36% | Q1 2026 | May 13, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 56,383 | 4,420 | 0.49% | 0.51% | 151 | -1,424 | -2.46% | Q1 2026 | Apr 28, 2026 |
| Cooke Wealth Management, LLC | History | Reduced | 55,019 | 4,314 | 3.82% | 3.87% | 152 | -184 | -0.33% | Q1 2026 | Apr 10, 2026 |
| Auto-Owners Insurance Co | History | No change | 52,300 | 4,099 | 0.09% | 0.09% | 153 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Austin Private Wealth, LLC | History | No change | 52,598 | 4,077 | 0.3% | 0.3% | 154 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 48,667 | 4,068 | 0.07% | 0.07% | 155 | -3,637 | -6.95% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 50,915 | 3,992 | 0.02% | 0.02% | 156 | +5,495 | 12.1% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 50,272 | 3,941 | 0.04% | 0.09% | 157 | -41,934 | -45.48% | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | Reduced | 50,167 | 3,933 | 0.26% | 0.25% | 158 | -74 | -0.15% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 50,101 | 3,928 | 0.03% | 0.03% | 159 | +519 | 1.05% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | Reduced | 50,087 | 3,927 | 0.06% | 0.07% | 160 | -5,075 | -9.2% | Q1 2026 | Apr 27, 2026 |
| Partners in Financial Planning | History | Reduced | 49,851 | 3,908 | 0.65% | 0.66% | 161 | -537 | -1.07% | Q1 2026 | May 11, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 49,632 | 3,891 | 0.66% | 0.63% | 162 | +2,194 | 4.62% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 47,868 | 3,753 | 0.0% | 0.01% | 163 | -25,197 | -34.49% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 48,069 | 3,726 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Endowment Wealth Management, Inc. | History | Added to | 46,592 | 3,653 | 1.62% | 1.61% | 165 | +1,485 | 3.29% | Q1 2026 | May 08, 2026 |
| Waldron Private Wealth LLC | History | Reduced | 46,535 | 3,648 | 0.14% | 0.15% | 166 | -803 | -1.7% | Q1 2026 | Apr 10, 2026 |
| Richard W. Paul & Associates, LLC | History | Reduced | 46,446 | 3,641 | 1.23% | 1.21% | 167 | -527 | -1.12% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 46,243 | 3,625 | 0.08% | 0.08% | 168 | +537 | 1.17% | Q1 2026 | Apr 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 46,145 | 3,618 | 0.1% | 0.12% | 169 | -6,738 | -12.74% | Q1 2026 | May 12, 2026 |
| rebel Financial LLC | History | Reduced | 45,174 | 3,542 | 1.54% | 1.56% | 170 | -1,910 | -4.06% | Q1 2026 | Apr 24, 2026 |
| Narus Financial Partners, LLC | History | Added to | 43,517 | 3,412 | 0.89% | 0.91% | 171 | +815 | 1.91% | Q1 2026 | Apr 21, 2026 |
| Summit Trail Advisors, LLC | History | No change | 43,500 | 3,410 | 0.05% | 0.06% | 172 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Creekside Partners | History | Reduced | 42,465 | 3,329 | 1.37% | 1.43% | 173 | -1,079 | -2.48% | Q1 2026 | Apr 21, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 42,009 | 3,293 | 0.04% | 0.05% | 174 | -4,879 | -10.41% | Q1 2026 | Apr 21, 2026 |
| Independent Advisor Alliance | History | Added to | 41,980 | 3,291 | 0.04% | 0.02% | 175 | +32,356 | 336.2% | Q1 2026 | May 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Added to | 41,567 | 3,259 | 0.81% | 0.82% | 176 | +3,255 | 8.5% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | Reduced | 40,503 | 3,175 | 0.04% | 0.06% | 177 | -12,467 | -23.54% | Q1 2026 | May 15, 2026 |
| James J. Burns & Company, LLC | History | Added to | 40,212 | 3,153 | 0.43% | 0.41% | 178 | +1,509 | 3.9% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 39,978 | 3,099 | 0.05% | 0.05% | 179 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Wealth Advisors LLC | History | Reduced | 39,496 | 3,096 | 2.48% | 2.69% | 180 | -1,102 | -2.71% | Q1 2026 | May 01, 2026 |
| Vise Technologies, Inc. | History | No change | 39,779 | 3,084 | 0.06% | 0.06% | 181 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Added to | 38,958 | 3,054 | 0.64% | 0.65% | 182 | +870 | 2.28% | Q1 2026 | Apr 30, 2026 |
| Disciplined Investments, LLC | History | Reduced | 38,493 | 3,018 | 1.08% | 1.16% | 183 | -443 | -1.14% | Q1 2026 | May 12, 2026 |
| Eagle Strategies LLC | History | Added to | 38,099 | 2,987 | 0.36% | 0.36% | 184 | +2,106 | 5.85% | Q1 2026 | Apr 20, 2026 |
| Crewe Advisors LLC | History | Added to | 38,059 | 2,984 | 0.25% | 0.25% | 185 | +987 | 2.66% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 37,457 | 2,937 | 0.2% | 0.23% | 186 | -4,879 | -11.52% | Q1 2026 | Apr 21, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 36,935 | 2,934 | 0.11% | 0.04% | 187 | +33,852 | 1098.02% | Q1 2026 | May 14, 2026 |
| Partnership Wealth Management, LLC | History | Reduced | 37,168 | 2,914 | 2.22% | 2.16% | 188 | -1,499 | -3.88% | Q1 2026 | Apr 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 34,731 | 2,871 | 0.04% | 0.04% | 189 | -3,125 | -8.25% | Q1 2026 | May 06, 2026 |
| Pointe Capital Management LLC | History | Added to | 36,471 | 2,859 | 1.42% | 1.36% | 190 | +1,186 | 3.36% | Q1 2026 | May 15, 2026 |
| Abacus Planning Group, Inc. | History | Reduced | 36,143 | 2,833 | 0.38% | 0.39% | 191 | -1,542 | -4.09% | Q1 2026 | Apr 07, 2026 |
| Foundation Wealth Management, LLC | History | Added to | 36,115 | 2,831 | 1.91% | 1.3% | 192 | +10,719 | 42.21% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 35,966 | 2,820 | 0.01% | 0.01% | 194 | +6,510 | 22.1% | Q1 2026 | May 08, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 35,965 | 2,820 | 0.12% | 0.13% | 193 | -258 | -0.71% | Q1 2026 | Apr 09, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 35,943 | 2,810 | 0.08% | 0.09% | 195 | -1,139 | -3.07% | Q1 2026 | Apr 09, 2026 |
| Probity Advisors, Inc. | History | Added to | 34,905 | 2,736 | 0.43% | 0.42% | 196 | +1,019 | 3.01% | Q1 2026 | Apr 28, 2026 |
| Noble Family Wealth, LLC | History | No change | 34,375 | 2,695 | 0.56% | 0.56% | 197 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 33,989 | 2,665 | 0.01% | 0.01% | 198 | +2,754 | 8.82% | Q1 2026 | Apr 30, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 33,916 | 2,659 | 0.02% | 0.02% | 199 | -560 | -1.62% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 33,557 | 2,631 | 0.04% | 0.04% | 200 | +15 | 0.04% | Q1 2026 | May 13, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 33,384 | 2,617 | 0.06% | 0.06% | 201 | -77 | -0.23% | Q1 2026 | Apr 29, 2026 |
| IHT Wealth Management, LLC | History | Added to | 32,950 | 2,583 | 0.06% | 0.06% | 202 | +4 | 0.01% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 32,525 | 2,550 | 0.09% | 0.09% | 203 | +249 | 0.77% | Q1 2026 | Apr 20, 2026 |
| Breakwater Capital Group | History | Added to | 32,375 | 2,538 | 0.34% | 0.33% | 204 | +1,725 | 5.63% | Q1 2026 | Apr 20, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | Reduced | 32,151 | 2,520 | 0.66% | 0.7% | 205 | -2,318 | -6.72% | Q1 2026 | May 01, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 32,050 | 2,513 | 0.28% | 0.26% | 206 | +150 | 0.47% | Q1 2026 | Apr 28, 2026 |
| Foundation Wealth Management, LLC\PA | History | Reduced | 31,712 | 2,486 | 0.88% | 0.94% | 207 | -1,534 | -4.61% | Q1 2026 | Apr 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 31,579 | 2,476 | 0.0% | 0.0% | 208 | +11,199 | 54.95% | Q1 2026 | May 15, 2026 |
| American Financial Advisors, LLC | History | Reduced | 31,068 | 2,436 | 0.33% | 0.34% | 209 | -2,917 | -8.58% | Q1 2026 | May 13, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 31,003 | 2,430 | 0.86% | 0.83% | 210 | +540 | 1.77% | Q1 2026 | Apr 17, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | Reduced | 30,929 | 2,425 | 0.74% | 0.81% | 211 | -3,047 | -8.97% | Q1 2026 | Apr 13, 2026 |
| Canopy Partners, LLC | History | No change | 30,908 | 2,423 | 0.83% | 0.78% | 212 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BIP Wealth, LLC | History | Reduced | 30,625 | 2,401 | 0.1% | 0.09% | 213 | -3,601 | -10.52% | Q1 2026 | Apr 27, 2026 |
| Prosperity Planning, Inc. | History | Reduced | 30,503 | 2,391 | 0.61% | 0.64% | 214 | -905 | -2.88% | Q1 2026 | Apr 10, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 30,348 | 2,379 | 0.66% | 0.76% | 215 | -689 | -2.22% | Q1 2026 | Apr 09, 2026 |
| Sincerus Advisory, LLC | History | Added to | 30,167 | 2,365 | 1.79% | 1.85% | 216 | +553 | 1.87% | Q1 2026 | Apr 06, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 30,044 | 2,355 | 0.5% | 0.5% | 217 | -115 | -0.38% | Q1 2026 | May 12, 2026 |
| VANCE WEALTH, LLC | History | Reduced | 29,421 | 2,306 | 0.67% | 0.7% | 218 | -1,137 | -3.72% | Q1 2026 | May 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 28,970 | 2,271 | 0.2% | 0.18% | 219 | +1,742 | 6.4% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 28,726 | 2,252 | 0.03% | 0.03% | 220 | +4,134 | 16.81% | Q1 2026 | May 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 28,541 | 2,237 | 0.02% | 0.03% | 221 | -1,401 | -4.68% | Q1 2026 | Apr 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 28,349 | 2,222 | 0.1% | 0.09% | 222 | +672 | 2.43% | Q1 2026 | May 06, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 27,715 | 2,173 | 0.15% | 0.14% | 223 | +1,198 | 4.52% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 27,579 | 2,162 | 0.03% | 0.03% | 224 | -988 | -3.46% | Q1 2026 | May 01, 2026 |
| Argent Trust Co | History | Added to | 27,339 | 2,143 | 0.07% | 0.05% | 225 | +7,637 | 38.76% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 27,168 | 2,130 | 0.01% | 0.01% | 226 | -604 | -2.17% | Q1 2026 | Apr 15, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | Reduced | 26,959 | 2,113 | 1.03% | 1.05% | 227 | -257 | -0.94% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 26,469 | 2,109 | 0.02% | 0.02% | 228 | +1,629 | 6.56% | Q1 2026 | Apr 07, 2026 |
| Regal Investment Advisors LLC | History | Added to | 26,788 | 2,100 | 0.12% | 0.12% | 229 | +1,705 | 6.8% | Q1 2026 | May 14, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 26,771 | 2,099 | 0.07% | 0.06% | 230 | -311 | -1.15% | Q1 2026 | Apr 24, 2026 |
| Capital Analysts, LLC | History | Added to | 26,718 | 2,097 | 0.06% | 0.05% | 231 | +1,953 | 7.89% | Q1 2026 | May 14, 2026 |
| AIRE ADVISORS, LLC | History | Reduced | 26,711 | 2,094 | 0.38% | 0.38% | 232 | -23 | -0.09% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 26,117 | 2,047 | 0.02% | 0.01% | 233 | +8,687 | 49.84% | Q1 2026 | Apr 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 25,347 | 2,042 | 0.14% | 0.14% | 234 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 25,995 | 2,038 | 0.23% | 0.22% | 235 | -57 | -0.22% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 25,855 | 2,027 | 0.01% | 0.01% | 236 | +942 | 3.78% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 24,812 | 1,945 | 0.01% | 0.01% | 237 | -103 | -0.41% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 24,557 | 1,925 | 0.02% | 0.02% | 238 | +3,478 | 16.5% | Q1 2026 | Apr 20, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 24,188 | 1,896 | 0.43% | 0.61% | 239 | -8,510 | -26.03% | Q1 2026 | May 14, 2026 |
| CI INVESTMENTS INC. | History | No change | 23,521 | 1,844 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Summit Financial, LLC | History | Added to | 23,263 | 1,824 | 0.02% | 0.02% | 241 | +1,723 | 8.0% | Q1 2026 | May 15, 2026 |
| TRB Wealth Management, LLC | History | New | 23,044 | 1,806 | 0.26% | — | 243 | +23,044 | New | Q1 2026 | May 14, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Reduced | 23,045 | 1,806 | 0.47% | 0.43% | 242 | -827 | -3.46% | Q1 2026 | May 11, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 22,998 | 1,803 | 0.06% | 0.06% | 244 | +1,146 | 5.24% | Q1 2026 | Apr 17, 2026 |
| RPg Family Wealth Advisory, LLC | History | Added to | 22,614 | 1,773 | 0.37% | 0.35% | 245 | +1,957 | 9.47% | Q1 2026 | May 14, 2026 |
| Risk Paradigm Group, LLC | History | Added to | 22,465 | 1,761 | 1.5% | 1.62% | 246 | +742 | 3.42% | Q1 2026 | May 14, 2026 |
| Compound Planning, Inc. | History | Added to | 21,160 | 1,659 | 0.05% | 0.03% | 247 | +8,917 | 72.83% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Added to | 21,091 | 1,653 | 0.02% | 0.02% | 248 | +20 | 0.09% | Q1 2026 | May 01, 2026 |
| Evanson Asset Management, LLC | History | Added to | 21,039 | 1,649 | 0.09% | 0.09% | 249 | +75 | 0.36% | Q1 2026 | Apr 08, 2026 |
| Trust Co of the South | History | No change | 21,035 | 1,649 | 0.27% | 0.26% | 250 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 21,268 | 1,648 | 0.06% | 0.06% | 251 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 20,226 | 1,585 | 0.03% | 0.03% | 252 | -1,053 | -4.95% | Q1 2026 | May 15, 2026 |
| Great Point Wealth Advisors, LLC | History | No change | 19,998 | 1,568 | 0.29% | 0.28% | 253 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 19,896 | 1,560 | 0.03% | 0.03% | 255 | +1,050 | 5.57% | Q1 2026 | Apr 10, 2026 |
| FDx Advisors, Inc. | History | Added to | 19,899 | 1,560 | 0.5% | 0.77% | 254 | +343 | 1.75% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 19,837 | 1,555 | 0.04% | 0.03% | 256 | +3,311 | 20.04% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 19,779 | 1,550 | 0.0% | 0.0% | 257 | -3,173 | -13.82% | Q1 2026 | May 14, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Reduced | 19,696 | 1,544 | 0.52% | 0.6% | 258 | -2,268 | -10.33% | Q1 2026 | Apr 17, 2026 |
| Intergy Private Wealth, LLC | History | No change | 19,656 | 1,541 | 0.45% | 0.46% | 259 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 19,584 | 1,535 | 0.03% | 0.03% | 260 | -645 | -3.19% | Q1 2026 | May 04, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 19,572 | 1,534 | 0.12% | 0.12% | 261 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Lee Financial Co | History | Reduced | 19,245 | 1,509 | 0.21% | 0.21% | 262 | -365 | -1.86% | Q1 2026 | Apr 13, 2026 |
| Hudson Portfolio Management LLC | History | No change | 19,065 | 1,494 | 1.26% | 1.27% | 263 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allegheny Financial Group | History | Added to | 18,964 | 1,486 | 0.2% | 0.21% | 264 | +560 | 3.04% | Q1 2026 | Apr 16, 2026 |
| Falcon Wealth Planning | History | Reduced | 18,893 | 1,481 | 0.1% | 0.13% | 265 | -538 | -2.77% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 18,776 | 1,472 | 0.04% | 0.06% | 266 | -5,741 | -23.42% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 18,761 | 1,465 | 0.01% | 0.01% | 267 | +4,111 | 28.06% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 18,638 | 1,461 | 0.02% | — | 268 | +18,638 | New | Q1 2026 | May 01, 2026 |
| Efficient Advisors, LLC | History | Reduced | 18,583 | 1,457 | 0.1% | 0.09% | 269 | -1,773 | -8.71% | Q1 2026 | Apr 29, 2026 |
| SCS Capital Management LLC | History | Reduced | 18,480 | 1,449 | 0.02% | 0.02% | 270 | -1,006 | -5.16% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 18,438 | 1,445 | 0.03% | 0.01% | 271 | +7,888 | 74.77% | Q1 2026 | May 07, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 18,637 | 1,444 | 1.39% | 1.39% | 272 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| UMB Bank, n.a. | History | Reduced | 18,255 | 1,431 | 0.02% | 0.02% | 273 | -1,854 | -9.22% | Q1 2026 | May 11, 2026 |
| Keel Point, LLC | History | No change | 17,951 | 1,391 | 0.08% | 0.08% | 274 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GEM Asset Management, LLC | History | No change | 17,671 | 1,385 | 0.61% | 0.63% | 275 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Monument Group Wealth Advisors, LLC | History | Added to | 17,594 | 1,379 | 0.77% | 0.73% | 276 | +348 | 2.02% | Q1 2026 | Apr 22, 2026 |
| Continuum Advisory, LLC | History | Reduced | 17,302 | 1,356 | 0.13% | 0.14% | 277 | -553 | -3.1% | Q1 2026 | Apr 22, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 17,231 | 1,351 | 0.18% | 0.17% | 278 | +1,445 | 9.15% | Q1 2026 | Apr 28, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 17,104 | 1,342 | 0.32% | 0.31% | 279 | -174 | -1.01% | Q1 2026 | May 12, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 16,875 | 1,323 | 0.04% | 0.04% | 280 | -83 | -0.49% | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 16,599 | 1,301 | 0.1% | 0.1% | 281 | -87 | -0.52% | Q1 2026 | Apr 23, 2026 |
| Sterling Financial Planning, Inc. | History | Reduced | 16,559 | 1,298 | 0.38% | 0.41% | 282 | -1,104 | -6.25% | Q1 2026 | May 06, 2026 |
| MB Generational Wealth, LLC | History | No change | 16,533 | 1,296 | 0.72% | 0.68% | 283 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 15,090 | 1,276 | 0.51% | 0.54% | 284 | -1,708 | -10.17% | Q1 2026 | Apr 27, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 16,154 | 1,266 | 0.13% | 0.13% | 285 | -137 | -0.84% | Q1 2026 | Apr 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 15,970 | 1,252 | 0.01% | 0.02% | 286 | +68 | 0.43% | Q1 2026 | May 06, 2026 |
| TAGStone Capital, Inc. | History | Reduced | 15,911 | 1,247 | 0.44% | 0.47% | 287 | -321 | -1.98% | Q1 2026 | May 11, 2026 |
| Squire Investment Management Company, LLC | History | No change | 15,896 | 1,246 | 0.35% | 0.37% | 288 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 16,004 | 1,240 | 0.06% | 0.06% | 289 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,737 | 1,233 | 0.0% | 0.0% | 290 | +2,911 | 22.7% | Q1 2026 | May 06, 2026 |
| Tortoise Investment Management, LLC | History | Reduced | 15,552 | 1,219 | 0.1% | 0.11% | 291 | -550 | -3.42% | Q1 2026 | May 05, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 15,351 | 1,203 | 0.04% | 0.04% | 292 | -267 | -1.71% | Q1 2026 | May 07, 2026 |
| Berkeley, Inc | History | Reduced | 15,204 | 1,192 | 0.4% | 0.42% | 293 | -1,850 | -10.85% | Q1 2026 | Apr 24, 2026 |
| RBF Capital, LLC | History | No change | 15,000 | 1,176 | 0.06% | 0.05% | 294 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Arkadios Wealth Advisors | History | Added to | 14,961 | 1,173 | 0.02% | 0.01% | 295 | +11,183 | 296.0% | Q1 2026 | May 18, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 14,797 | 1,160 | 0.01% | 0.01% | 296 | -1,695 | -10.28% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 14,683 | 1,151 | 0.0% | 0.0% | 297 | -1,308 | -8.18% | Q1 2026 | May 15, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 14,528 | 1,139 | 0.06% | 0.06% | 298 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Magnus Financial Group LLC | History | Reduced | 14,285 | 1,120 | 0.09% | 0.09% | 299 | -215 | -1.48% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 14,268 | 1,118 | 0.0% | 0.0% | 300 | -68 | -0.47% | Q1 2026 | May 14, 2026 |