iSHARES TRUST - SGOV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 12,170,491 | 1,225,081 | 0.09% | 0.08% | 1 | +1,420,276 | 13.21% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 10,856,515 | 1,092,816 | 0.29% | 0.24% | 2 | +2,060,160 | 23.42% | Q1 2026 | May 06, 2026 |
| Howard Capital Management Inc. | History | New | 9,335,100 | 939,671 | 15.37% | — | 3 | +9,335,100 | New | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 8,399,007 | 845,444 | 0.05% | 0.05% | 4 | +400,371 | 5.01% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 5,134,550 | 516,843 | 0.08% | 0.04% | 5 | +2,543,358 | 98.15% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,141,877 | 415,761 | 0.7% | 0.7% | 6 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,959,338 | 391,608 | 0.53% | — | 7 | +3,959,338 | New | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 3,565,410 | 358,894 | 0.51% | 0.58% | 8 | -377,657 | -9.58% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,522,788 | 354,603 | 0.11% | 0.08% | 9 | +850,844 | 31.84% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,378,208 | 272,490 | 0.06% | 0.05% | 10 | +1,360,553 | 67.43% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,699,683 | 271,768 | 0.4% | 0.38% | 11 | +109,750 | 4.24% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,691,521 | 270,929 | 0.05% | 0.04% | 12 | +341,164 | 14.52% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,619,023 | 263,630 | 0.05% | 0.03% | 13 | +759,593 | 40.85% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,574,482 | 259,147 | 0.02% | 0.01% | 14 | +223,686 | 9.52% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 2,508,022 | 252,457 | 0.28% | 0.26% | 15 | +251,961 | 11.17% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,363,918 | 237,952 | 0.06% | 0.03% | 16 | +1,236,858 | 109.74% | Q1 2026 | May 04, 2026 |
| GM Advisory Group, LLC | History | Reduced | 2,314,674 | 232,995 | 8.97% | 9.81% | 17 | -178,817 | -7.17% | Q1 2026 | Apr 28, 2026 |
| Robinhood Asset Management, LLC | History | Added to | 2,306,054 | 232,127 | 16.83% | 14.16% | 18 | +535,380 | 30.24% | Q1 2026 | Apr 13, 2026 |
| NorthRock Partners, LLC | History | Added to | 2,242,910 | 225,771 | 3.64% | 3.42% | 19 | +223,483 | 11.07% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,182,769 | 219,717 | 0.38% | 0.38% | 20 | +175,627 | 8.75% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 2,142,221 | 215,636 | 0.23% | 0.21% | 21 | +234,797 | 12.31% | Q1 2026 | May 13, 2026 |
| Cohalo Advisory LLC | History | Added to | 1,819 | 183,180 | 12.96% | 12.61% | 22 | +124 | 7.32% | Q1 2026 | Apr 30, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 1,753,514 | 176,508 | 2.74% | 3.15% | 23 | -337,728 | -16.15% | Q1 2026 | Apr 01, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 1,715,434 | 172,675 | 8.4% | 6.21% | 24 | +417,354 | 32.15% | Q1 2026 | May 08, 2026 |
| Hilton Capital Management, LLC | History | New | 1,563,252 | 157,356 | 11.89% | — | 25 | +1,563,252 | New | Q1 2026 | May 14, 2026 |
| Westerkirk Capital Inc. | History | No change | 1,523,760 | 153,381 | 16.51% | 14.9% | 26 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 1,510,486 | 152,045 | 1.14% | 1.2% | 27 | +39,429 | 2.68% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,459,670 | 146,594 | 0.3% | 0.29% | 28 | -665,877 | -31.33% | Q1 2026 | Apr 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,412,375 | 141,788 | 1.34% | 1.13% | 29 | +359,190 | 34.11% | Q1 2026 | Apr 07, 2026 |
| EQUITY INVESTMENT CORP | History | Added to | 1,346,116 | 135,500 | 2.65% | 1.19% | 30 | +759,075 | 129.31% | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | Reduced | 1,313,780 | 132,245 | 0.75% | 0.78% | 31 | -42,655 | -3.14% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 1,238,350 | 124,652 | 0.38% | 0.66% | 32 | -549,044 | -30.72% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 1,228,032 | 123,613 | 1.58% | 1.52% | 33 | +25,665 | 2.13% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Added to | 1,208,994 | 121,697 | 0.77% | 0.3% | 34 | +734,309 | 154.69% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,160,176 | 116,783 | 0.07% | 0.07% | 35 | +24,142 | 2.13% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | Reduced | 1,147,807 | 115,538 | 3.52% | 3.84% | 36 | -134,092 | -10.46% | Q1 2026 | Apr 06, 2026 |
| Cynosure Group, LLC | History | Reduced | 1,136,308 | 114,466 | 14.3% | 12.13% | 37 | -51,667 | -4.35% | Q1 2026 | May 13, 2026 |
| Balentine LLC | History | Added to | 1,121,568 | 112,897 | 4.55% | 3.83% | 38 | +114,643 | 11.39% | Q1 2026 | Apr 24, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | New | 1,111,920 | 111,925 | 15.06% | — | 39 | +1,111,920 | New | Q1 2026 | May 15, 2026 |
| Alpha Wealth Funds, LLC | History | Added to | 1,102,060 | 110,933 | 74.36% | 65.23% | 40 | +50,992 | 4.85% | Q1 2026 | May 14, 2026 |
| Cheviot Value Management, LLC | History | Added to | 1,068,008 | 107,505 | 10.8% | 9.65% | 41 | +91,953 | 9.42% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,041,963 | 104,863 | 0.13% | 0.15% | 42 | -193,750 | -15.68% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 1,022,493 | 102,924 | 2.21% | 2.17% | 43 | +13,538 | 1.34% | Q1 2026 | May 01, 2026 |
| 3EDGE Asset Management, LP | History | Added to | 1,012,944 | 101,962 | 4.93% | 2.21% | 44 | +588,843 | 138.84% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Added to | 992,541 | 99,909 | 0.22% | 0.2% | 45 | +116,781 | 13.33% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 967,416 | 97,380 | 0.53% | 0.37% | 46 | +328,427 | 51.4% | Q1 2026 | May 13, 2026 |
| AlphaStar Capital Management, LLC | History | Added to | 927,225 | 93,334 | 6.88% | 4.25% | 47 | +350,828 | 60.87% | Q1 2026 | Apr 15, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Added to | 905,656 | 91,163 | 3.17% | 3.16% | 48 | +50,135 | 5.86% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 899,725 | 90,568 | 0.1% | 0.08% | 49 | +161,595 | 21.89% | Q1 2026 | May 05, 2026 |
| Vigilare Wealth Management | History | Added to | 891,364 | 89,724 | 30.32% | 5.46% | 50 | +729,500 | 450.69% | Q1 2026 | Apr 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 890,824 | 89,670 | 0.34% | 0.15% | 51 | +537,852 | 152.38% | Q1 2026 | Apr 30, 2026 |
| Sollinda Capital Management LLC | History | Added to | 865,955 | 87,167 | 21.18% | 15.81% | 52 | +249,510 | 40.48% | Q1 2026 | Apr 30, 2026 |
| JNBA Financial Advisors | History | Added to | 847,272 | 85,286 | 7.1% | 0.01% | 53 | +846,005 | 66772.3% | Q1 2026 | Apr 22, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 832,175 | 83,766 | 4.48% | 3.9% | 54 | +177,345 | 27.08% | Q1 2026 | Apr 16, 2026 |
| PEAVINE CAPITAL, LLC | History | Reduced | 827,981 | 83,344 | 18.68% | 18.79% | 55 | -57,916 | -6.54% | Q1 2026 | Apr 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 816,499 | 82,188 | 3.61% | 3.18% | 56 | +144,339 | 21.47% | Q1 2026 | Apr 28, 2026 |
| Selective Wealth Management, Inc. | History | Added to | 808,654 | 81,407 | 24.12% | 24.61% | 57 | +24,310 | 3.1% | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 786,390 | 79,158 | 0.34% | 0.4% | 58 | -152,138 | -16.21% | Q1 2026 | May 15, 2026 |
| Maxi Investments CY Ltd | History | Added to | 784,800 | 78,998 | 17.26% | 4.84% | 59 | +519,800 | 196.15% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 782,876 | 78,804 | 0.11% | 0.11% | 60 | -40,969 | -4.97% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 774,491 | 77,960 | 0.2% | 0.09% | 61 | +432,092 | 126.2% | Q1 2026 | May 14, 2026 |
| Avos Capital Management, LLC | History | Added to | 763,913 | 76,895 | 30.39% | 33.05% | 62 | +10,626 | 1.41% | Q1 2026 | May 15, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | New | 757,217 | 76,221 | 18.9% | — | 63 | +757,217 | New | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 729,229 | 73,404 | 0.37% | 0.23% | 64 | +311,827 | 74.71% | Q1 2026 | May 08, 2026 |
| RWWM, Inc. | History | Reduced | 720,778 | 72,553 | 5.3% | 5.28% | 65 | -44,463 | -5.81% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 715,799 | 72,052 | 0.08% | 0.06% | 66 | +250,874 | 53.96% | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 712,919 | 71,762 | 0.44% | 0.38% | 67 | +94,405 | 15.26% | Q1 2026 | May 05, 2026 |
| PSP Research LLC | History | No change | 700,000 | 70,462 | 49.86% | 61.41% | 68 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 698,933 | 70,354 | 0.06% | 0.09% | 69 | -350,145 | -33.38% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 694,678 | 69,926 | 0.18% | 0.18% | 70 | +6,194 | 0.9% | Q1 2026 | Apr 30, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 690,898 | 69,545 | 1.13% | 0.96% | 71 | +224,792 | 48.23% | Q1 2026 | Apr 21, 2026 |
| BlackRock, Inc. | History | Reduced | 689,937 | 69,449 | 0.0% | 0.0% | 72 | -77,494 | -10.1% | Q1 2026 | May 13, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 667,515 | 67,192 | 13.4% | 13.45% | 73 | +95,235 | 16.64% | Q1 2026 | May 11, 2026 |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | History | Added to | 666,152 | 67,054 | 15.11% | 9.7% | 74 | +282,128 | 73.47% | Q1 2026 | May 11, 2026 |
| AWM CAPITAL, LLC | History | Reduced | 662,969 | 66,734 | 6.04% | 8.85% | 75 | -307,780 | -31.71% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 656,000 | 66,032 | 0.02% | 0.13% | 76 | +173,893 | 36.07% | Q1 2026 | May 04, 2026 |
| Trek Financial, LLC | History | Added to | 651,388 | 65,568 | 3.48% | 1.54% | 77 | +386,702 | 146.1% | Q1 2026 | May 13, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 647,381 | 65,165 | 3.7% | 6.35% | 78 | -510,753 | -44.1% | Q1 2026 | Apr 21, 2026 |
| Beaumont Financial Advisors, LLC | History | Added to | 647,227 | 65,149 | 4.48% | 3.18% | 79 | +166,941 | 34.76% | Q1 2026 | May 05, 2026 |
| Journey Advisory Group, LLC | History | Added to | 637,029 | 64,123 | 5.47% | 0.73% | 80 | +550,820 | 638.94% | Q1 2026 | May 05, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 636,949 | 64,115 | 4.84% | 5.37% | 81 | -26,589 | -4.01% | Q1 2026 | Apr 30, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 628,778 | 63,292 | 8.39% | 8.07% | 82 | +59,570 | 10.47% | Q1 2026 | Apr 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 620,251 | 62,434 | 1.35% | 1.16% | 83 | +100,615 | 19.36% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 615,394 | 61,945 | 0.17% | 0.14% | 84 | +62,351 | 11.27% | Q1 2026 | May 04, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 600,219 | 60,418 | 4.69% | 5.36% | 85 | -72,528 | -10.78% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 591,967 | 59,587 | 0.01% | 0.0% | 86 | +385,927 | 187.31% | Q1 2026 | May 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 590,975 | 59,487 | 2.24% | 1.07% | 87 | +303,884 | 105.85% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 585,194 | 58,905 | 0.08% | 0.06% | 88 | +107,379 | 22.47% | Q1 2026 | Apr 27, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 582,145 | 58,598 | 0.92% | 0.98% | 89 | +21,414 | 3.82% | Q1 2026 | May 04, 2026 |
| Composition Wealth, LLC | History | Reduced | 563,677 | 56,739 | 0.78% | 1.35% | 90 | -373,560 | -39.86% | Q1 2026 | Apr 08, 2026 |
| Private Advisor Group, LLC | History | Added to | 563,002 | 56,671 | 0.27% | 0.17% | 91 | +206,925 | 58.11% | Q1 2026 | Apr 24, 2026 |
| Neuberger Berman Group LLC | History | Added to | 553,461 | 55,711 | 0.04% | 0.04% | 92 | +19,398 | 3.63% | Q1 2026 | May 14, 2026 |
| Nierenberg Investment Management Company, LLC | History | Reduced | 550,597 | 55,423 | 27.51% | 31.22% | 93 | -90,000 | -14.05% | Q1 2026 | May 13, 2026 |
| BITTERROOT CAPITAL ADVISORS LLC | History | Added to | 546,680 | 55,028 | 33.41% | 24.32% | 94 | +192,867 | 54.51% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 543,750 | 54,733 | 0.62% | 0.66% | 95 | +12,272 | 2.31% | Q1 2026 | Apr 23, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 542,889 | 54,647 | 1.7% | 1.86% | 96 | -42,839 | -7.31% | Q1 2026 | Apr 27, 2026 |
| Aspen Capital Management, LLC | History | Reduced | 533,554 | 53,707 | 13.29% | 15.6% | 97 | -93,996 | -14.98% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 519,482 | 52,291 | 0.29% | 0.54% | 98 | -445,500 | -46.17% | Q1 2026 | Apr 30, 2026 |
| Smithfield Trust Co | History | Added to | 517,655 | 52,102 | 2.27% | 2.0% | 99 | +67,697 | 15.05% | Q1 2026 | May 08, 2026 |
| Omnia Family Wealth, LLC | History | Added to | 517,354 | 52,076 | 16.41% | 10.85% | 100 | +151,420 | 41.38% | Q1 2026 | May 07, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 516,175 | 51,854 | 6.56% | 0.11% | 101 | +508,168 | 6346.55% | Q1 2026 | Apr 20, 2026 |
| RPS ADVISORY SOLUTIONS LLC | History | Added to | 511,705 | 51,508 | 29.21% | 11.13% | 102 | +276,741 | 117.78% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 502,206 | 50,552 | 0.67% | 0.66% | 103 | +36,700 | 7.88% | Q1 2026 | May 15, 2026 |
| L2 Asset Management, LLC | History | Added to | 496,119 | 49,939 | 4.75% | 3.3% | 104 | +250,235 | 101.77% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Advisors, LLC | History | Added to | 467,180 | 47,026 | 24.0% | 13.41% | 105 | +264,851 | 130.9% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 466,860 | 46,994 | 0.12% | 0.02% | 106 | +363,181 | 350.29% | Q1 2026 | Apr 22, 2026 |
| STEPHENS INC /AR/ | History | Added to | 460,127 | 46,316 | 0.58% | 0.3% | 107 | +219,472 | 91.2% | Q1 2026 | Apr 28, 2026 |
| Punch Card Management L.P. | History | Reduced | 460,000 | 46,303 | 17.11% | 18.88% | 108 | -106,000 | -18.73% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 458,991 | 46,165 | 0.3% | 0.07% | 109 | +358,947 | 358.79% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Reduced | 443,120 | 44,604 | 0.71% | 0.92% | 110 | -120,877 | -21.43% | Q1 2026 | May 13, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 442,000 | 44,491 | 4.57% | 2.65% | 111 | +181,386 | 69.6% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | New | 440,907 | 44,381 | 0.96% | — | 112 | +440,907 | New | Q1 2026 | May 07, 2026 |
| Proficio Capital Partners LLC | History | New | 440,781 | 44,368 | 2.37% | — | 113 | +440,781 | New | Q1 2026 | May 14, 2026 |
| Dynamic Financial Group | History | Reduced | 435,857 | 43,873 | 35.88% | 37.55% | 114 | -2,618 | -0.6% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 435,741 | 43,861 | 0.08% | 0.07% | 115 | +29,101 | 7.16% | Q1 2026 | May 14, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 434,573 | 43,744 | 2.31% | 1.02% | 116 | +237,330 | 120.32% | Q1 2026 | Apr 27, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 430,576 | 43,341 | 0.84% | 0.77% | 117 | +41,525 | 10.67% | Q1 2026 | Apr 14, 2026 |
| Zurich Insurance Group Ltd/FI | History | Reduced | 417,450 | 42,020 | 0.33% | 0.47% | 118 | -255,646 | -37.98% | Q1 2026 | May 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Added to | 415,043 | 41,778 | 7.23% | 2.8% | 119 | +260,878 | 169.22% | Q1 2026 | Apr 08, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 405,710 | 40,838 | 0.74% | 0.62% | 120 | +61,354 | 17.82% | Q1 2026 | Apr 10, 2026 |
| RFG Advisory, LLC | History | Added to | 400,709 | 40,335 | 0.74% | 0.61% | 121 | +76,712 | 23.68% | Q1 2026 | Apr 17, 2026 |
| Arjuna Capital | History | Reduced | 399,697 | 40,233 | 10.23% | 11.69% | 122 | -75,619 | -15.91% | Q1 2026 | May 06, 2026 |
| RIA Advisory Group LLC | History | Added to | 399,143 | 40,177 | 9.55% | 0.25% | 123 | +388,749 | 3740.13% | Q1 2026 | Apr 23, 2026 |
| Savant Capital, LLC | History | Added to | 398,007 | 40,063 | 0.19% | 0.17% | 124 | +93,345 | 30.64% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 391,339 | 39,392 | 0.21% | 0.19% | 125 | +46,652 | 13.53% | Q1 2026 | May 05, 2026 |
| Index Fund Advisors, Inc. | History | Added to | 389,812 | 39,238 | 1.77% | 1.8% | 126 | +8,608 | 2.26% | Q1 2026 | May 12, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 386,380 | 38,893 | 4.13% | 4.37% | 127 | -32,619 | -7.78% | Q1 2026 | May 13, 2026 |
| Decker Retirement Planning Inc. | History | Added to | 383,541 | 38,607 | 17.49% | 14.01% | 128 | +102,733 | 36.58% | Q1 2026 | Apr 20, 2026 |
| GREENLEA LANE CAPITAL MANAGEMENT, LLC | History | New | 383,000 | 38,552 | 11.2% | — | 129 | +383,000 | New | Q1 2026 | May 11, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 372,395 | 37,485 | 11.6% | 0.53% | 130 | +356,355 | 2221.66% | Q1 2026 | May 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 370,039 | 37,248 | 6.87% | 3.17% | 131 | +202,666 | 121.09% | Q1 2026 | Apr 15, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 369,041 | 37,147 | 1.55% | 1.1% | 132 | +113,809 | 44.59% | Q1 2026 | May 07, 2026 |
| Cypress Capital, LLC | History | Added to | 368,275 | 37,070 | 10.55% | 2.08% | 133 | +294,231 | 397.37% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 362,476 | 36,486 | 0.45% | 0.47% | 134 | +230 | 0.06% | Q1 2026 | May 08, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 362,033 | 36,442 | 5.79% | 2.83% | 135 | +181,115 | 100.11% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 358,097 | 36,046 | 0.02% | 0.03% | 136 | -80,718 | -18.39% | Q1 2026 | May 12, 2026 |
| Orion Capital Management LLC | History | Reduced | 352,785 | 35,511 | 12.23% | 12.1% | 137 | -5,688 | -1.59% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Added to | 351,555 | 35,387 | 0.66% | 0.54% | 138 | +57,275 | 19.46% | Q1 2026 | Apr 16, 2026 |
| Wheelhouse Advisory Group LLC | History | New | 350,428 | 35,274 | 11.69% | — | 139 | +350,428 | New | Q1 2026 | Apr 23, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 348,522 | 35,082 | 1.02% | 0.92% | 140 | +33,926 | 10.78% | Q1 2026 | Apr 21, 2026 |
| Almanack Investment Partners, LLC. | History | Added to | 343,434 | 34,570 | 5.84% | 5.02% | 141 | +48,935 | 16.62% | Q1 2026 | May 05, 2026 |
| VestGen Advisors, LLC | History | Added to | 337,530 | 33,921 | 0.9% | 1.08% | 142 | +84,273 | 33.28% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 335,841 | 33,805 | 0.81% | 0.55% | 143 | +123,574 | 58.22% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 335,653 | 33,786 | 0.05% | 0.07% | 144 | -94,788 | -22.02% | Q1 2026 | May 15, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | Added to | 335,197 | 33,740 | 15.62% | 0.85% | 145 | +317,927 | 1840.92% | Q1 2026 | Apr 13, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 330,578 | 33,275 | 3.35% | 1.68% | 146 | +164,465 | 99.01% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Reduced | 322,124 | 32,425 | 0.37% | 0.38% | 147 | -10,393 | -3.13% | Q1 2026 | Apr 16, 2026 |
| REBALANCE, LLC | History | Added to | 313,659 | 31,572 | 1.83% | 0.39% | 148 | +246,325 | 365.83% | Q1 2026 | May 11, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 312,901 | 31,409 | 4.53% | 4.53% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Henderson Brothers Financial Partners, LLC | History | New | 311,936 | 31,399 | 7.95% | — | 150 | +311,936 | New | Q1 2026 | May 04, 2026 |
| Centric Wealth Management | History | Added to | 310,239 | 31,154 | 6.22% | 4.43% | 151 | +101,117 | 48.35% | Q1 2026 | May 12, 2026 |
| LEE JOHNSON CAPITAL MANAGEMENT, LLC | History | Reduced | 300,466 | 30,244 | 10.84% | 16.82% | 152 | -187,948 | -38.48% | Q1 2026 | Apr 16, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 297,711 | 29,967 | 0.01% | 0.02% | 153 | +3,177 | 1.08% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 289,300 | 29,120 | 0.08% | 0.07% | 154 | +21,900 | 8.19% | Q1 2026 | May 11, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 288,750 | 29,065 | 2.4% | 2.52% | 155 | +3,039 | 1.06% | Q1 2026 | May 05, 2026 |
| Aristotle Capital Management, LLC | History | Added to | 287,383 | 28,932 | 0.06% | 0.06% | 156 | +10,300 | 3.72% | Q1 2026 | May 15, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 287,436 | 28,881 | 2.86% | 3.47% | 157 | +25,949 | 9.92% | Q1 2026 | May 12, 2026 |
| Elm Partners Management LLC | History | Reduced | 284,362 | 28,623 | 1.24% | 2.18% | 158 | -194,722 | -40.64% | Q1 2026 | May 13, 2026 |
| One Day In July LLC | History | Reduced | 281,647 | 28,350 | 2.27% | 2.73% | 159 | -49,683 | -15.0% | Q1 2026 | May 05, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 281,061 | 28,291 | 1.49% | 2.79% | 160 | -225,039 | -44.47% | Q1 2026 | Apr 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 275,531 | 27,736 | 0.17% | 0.17% | 161 | -773 | -0.28% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 273,696 | 27,550 | 0.64% | 0.37% | 162 | +122,171 | 80.63% | Q1 2026 | May 04, 2026 |
| M. Kulyk & Associates, LLC | History | Reduced | 271,768 | 27,356 | 5.11% | 5.44% | 163 | -11,634 | -4.11% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 262,378 | 26,410 | 0.32% | 0.07% | 164 | +216,350 | 470.04% | Q1 2026 | Apr 23, 2026 |
| ACR Alpine Capital Research, LLC | History | Added to | 261,367 | 26,309 | 0.39% | 0.25% | 165 | +99,062 | 61.03% | Q1 2026 | Apr 30, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 259,696 | 26,141 | 0.38% | 0.31% | 166 | +55,764 | 27.34% | Q1 2026 | Apr 17, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 256,757 | 25,845 | 2.09% | 2.19% | 167 | -7,871 | -2.97% | Q1 2026 | Apr 22, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Added to | 253,967 | 25,564 | 2.49% | 2.2% | 168 | +8,270 | 3.37% | Q1 2026 | May 01, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | New | 252,558 | 25,422 | 2.88% | — | 170 | +252,558 | New | Q1 2026 | May 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Added to | 252,558 | 25,422 | 2.53% | 2.34% | 169 | +1,457 | 0.58% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Added to | 248,128 | 24,976 | 0.8% | 0.0% | 171 | +247,698 | 57604.19% | Q1 2026 | May 15, 2026 |
| Valmark Advisers, Inc. | History | Added to | 245,990 | 24,761 | 0.29% | 0.26% | 172 | +37,380 | 17.92% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Added to | 241,467 | 24,306 | 0.04% | 0.0% | 173 | +239,012 | 9735.72% | Q1 2026 | May 06, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 239,175 | 24,075 | 0.28% | 0.4% | 174 | -99,287 | -29.33% | Q1 2026 | May 01, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 239,063 | 24,064 | 10.39% | 10.18% | 175 | -11,588 | -4.62% | Q1 2026 | Apr 28, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 234,767 | 23,631 | 5.92% | 0.27% | 176 | +224,502 | 2187.06% | Q1 2026 | Apr 17, 2026 |
| JDM Financial Group LLC | History | Added to | 283,950 | 23,527 | 9.07% | 8.9% | 177 | +55,491 | 24.29% | Q1 2026 | May 20, 2026 |
| Empowered Funds, LLC | History | Reduced | 230,373 | 23,126 | 0.15% | 0.44% | 178 | -28,271 | -10.93% | Q1 2026 | May 14, 2026 |
| Talon Private Wealth, LLC | History | New | 224,963 | 22,644 | 3.01% | — | 179 | +224,963 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 224,768 | 22,625 | 0.12% | 0.14% | 180 | +18,941 | 9.2% | Q1 2026 | May 15, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | Added to | 224,155 | 22,563 | 8.25% | 8.03% | 181 | +21,018 | 10.35% | Q1 2026 | Apr 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | Added to | 219,403 | 22,085 | 3.41% | 3.08% | 182 | +30,154 | 15.93% | Q1 2026 | May 07, 2026 |
| CFS Investment Advisory Services, LLC | History | Added to | 215,020 | 21,622 | 1.49% | 1.45% | 183 | +17,390 | 8.8% | Q1 2026 | Apr 29, 2026 |
| Occidental Asset Management, LLC | History | New | 211,303 | 21,269 | 2.52% | — | 184 | +211,303 | New | Q1 2026 | Apr 15, 2026 |
| Bramshill Investments, LLC | History | New | 210,000 | 21,138 | 1.82% | — | 185 | +210,000 | New | Q1 2026 | May 15, 2026 |
| Owen LaRue, LLC | History | Reduced | 207,882 | 20,925 | 8.03% | 9.46% | 186 | -39,786 | -16.06% | Q1 2026 | Apr 30, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 204,753 | 20,610 | 5.55% | 1.55% | 187 | +150,053 | 274.32% | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | Added to | 204,114 | 20,546 | 0.04% | 0.03% | 188 | +51,030 | 33.33% | Q1 2026 | May 14, 2026 |
| Five Oceans Advisors | History | Reduced | 203,959 | 20,530 | 7.43% | 7.59% | 189 | -10,065 | -4.7% | Q1 2026 | Apr 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 201,645 | 20,297 | 0.29% | 0.24% | 190 | +13,952 | 7.43% | Q1 2026 | Apr 30, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 201,228 | 20,255 | 0.63% | 0.7% | 191 | -10,804 | -5.1% | Q1 2026 | May 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 199,325 | 20,064 | 0.25% | 0.18% | 192 | +51,279 | 34.64% | Q1 2026 | Apr 20, 2026 |
| Altiora Financial Group, LLC | History | Reduced | 199,156 | 20,047 | 3.3% | 3.78% | 193 | -19,411 | -8.88% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 199,089 | 20,040 | 0.4% | 0.4% | 194 | +3,217 | 1.64% | Q1 2026 | May 14, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 198,182 | 19,948 | 2.8% | 2.24% | 195 | +36,718 | 22.74% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 197,026 | 19,832 | 0.08% | 0.08% | 196 | +2,520 | 1.3% | Q1 2026 | May 14, 2026 |
| Vantage Financial Partners, LLC | History | No change | 196,923 | 19,767 | 4.01% | 4.01% | 197 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 196,279 | 19,757 | 4.65% | 4.29% | 198 | +13,256 | 7.24% | Q1 2026 | Apr 23, 2026 |
| Leo H. Evart, Inc. | History | New | 195,748 | 19,704 | 16.85% | — | 199 | +195,748 | New | Q1 2026 | May 13, 2026 |
| Bangor Savings Bank | History | Reduced | 195,079 | 19,636 | 1.57% | 2.09% | 200 | -64,048 | -24.72% | Q1 2026 | Apr 01, 2026 |
| Advisors Preferred, LLC | History | Reduced | 193,330 | 19,460 | 2.87% | 3.18% | 201 | -1,430 | -0.73% | Q1 2026 | May 05, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 192,146 | 19,341 | 0.26% | 0.21% | 202 | +48,096 | 33.39% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 192,025 | 19,329 | 0.01% | 0.0% | 203 | +96,748 | 101.54% | Q1 2026 | May 13, 2026 |
| Alpha Advisors, LLC/VA | History | Added to | 191,318 | 19,258 | 15.2% | 14.1% | 204 | +9,178 | 5.04% | Q1 2026 | May 14, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 186,532 | 18,776 | 1.95% | 2.25% | 205 | -28,137 | -13.11% | Q1 2026 | Apr 20, 2026 |
| Private Wealth Group, LLC | History | Added to | 185,466 | 18,669 | 8.71% | 6.92% | 206 | +41,757 | 29.06% | Q1 2026 | Apr 23, 2026 |
| Kera Capital Partners, Inc. | History | New | 185,096 | 18,631 | 2.29% | — | 207 | +185,096 | New | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 183,012 | 18,421 | 0.16% | 0.07% | 208 | +86,730 | 90.08% | Q1 2026 | May 13, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 182,763 | 18,397 | 8.83% | 8.64% | 209 | +4,981 | 2.8% | Q1 2026 | Apr 14, 2026 |
| Ridgepath Capital Management LLC | History | Reduced | 181,832 | 18,303 | 9.1% | 29.94% | 210 | -465,761 | -71.92% | Q1 2026 | May 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 180,867 | 18,206 | 2.0% | — | 211 | +180,867 | New | Q1 2026 | Apr 16, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 180,835 | 18,202 | 1.59% | — | 212 | +180,835 | New | Q1 2026 | May 06, 2026 |
| Vickerman Investment Advisors, Inc. | History | Reduced | 180,610 | 18,180 | 3.82% | 4.85% | 213 | -61,333 | -25.35% | Q1 2026 | May 12, 2026 |
| Wellspring Financial Advisors, LLC | History | Reduced | 180,371 | 18,156 | 1.36% | 1.7% | 214 | -34,121 | -15.91% | Q1 2026 | May 15, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 180,238 | 18,142 | 9.43% | 9.96% | 215 | -9,247 | -4.88% | Q1 2026 | Apr 21, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 180,134 | 18,132 | 1.74% | 1.91% | 216 | -25,022 | -12.2% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 178,195 | 17,937 | 0.05% | 0.07% | 217 | -37,893 | -17.54% | Q1 2026 | May 13, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 177,604 | 17,877 | 0.49% | 0.46% | 218 | -12,768 | -6.71% | Q1 2026 | Apr 21, 2026 |
| Encompass More Asset Management | History | Added to | 177,487 | 17,865 | 2.99% | 0.97% | 219 | +125,086 | 238.71% | Q1 2026 | Apr 28, 2026 |
| IFS Advisors, LLC | History | Added to | 177,167 | 17,833 | 9.19% | 9.13% | 220 | +2,029 | 1.16% | Q1 2026 | Apr 06, 2026 |
| Marest Capital, LLC | History | Added to | 176,212 | 17,737 | 10.26% | 6.39% | 221 | +62,397 | 54.82% | Q1 2026 | May 11, 2026 |
| Navigate Wealth Management, LLC | History | New | 174,555 | 17,558 | 12.33% | — | 222 | +174,555 | New | Q1 2026 | Apr 27, 2026 |
| PENNEY FINANCIAL, LLC | History | Reduced | 172,506 | 17,364 | 6.66% | 7.12% | 223 | -11,191 | -6.09% | Q1 2026 | Apr 22, 2026 |
| Conservest Capital Advisors, Inc. | History | Added to | 171,311 | 17,244 | 1.56% | 1.03% | 224 | +57,425 | 50.42% | Q1 2026 | May 04, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 170,784 | 17,191 | 0.19% | 0.06% | 225 | +119,450 | 232.69% | Q1 2026 | Apr 20, 2026 |
| PFG Advisors | History | Added to | 169,504 | 17,062 | 0.83% | 0.48% | 226 | +70,455 | 71.13% | Q1 2026 | May 05, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 169,424 | 17,054 | 0.07% | 0.09% | 227 | -42,230 | -19.95% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 168,139 | 16,924 | 0.54% | 1.13% | 228 | -483,074 | -74.18% | Q1 2026 | Apr 29, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 165,198 | 16,628 | 12.69% | 12.53% | 229 | -882 | -0.53% | Q1 2026 | May 12, 2026 |
| Zuckerman Investment Group, LLC | History | New | 164,331 | 16,541 | 1.55% | — | 230 | +164,331 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 165,052 | 16,321 | 0.02% | 0.03% | 231 | -57,890 | -25.97% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 161,601 | 16,266 | 0.2% | 0.12% | 232 | +71,818 | 79.99% | Q1 2026 | May 11, 2026 |
| PECAUT & CO. | History | Reduced | 161,243 | 16,230 | 5.27% | 8.11% | 233 | -89,179 | -35.61% | Q1 2026 | May 11, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | Added to | 157,348 | 15,838 | 8.65% | 7.19% | 234 | +9,575 | 6.48% | Q1 2026 | Apr 20, 2026 |
| Bank of New York Mellon Corp | History | Added to | 155,505 | 15,653 | 0.0% | 0.0% | 235 | +21,454 | 16.0% | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 155,805 | 15,639 | 0.31% | 0.31% | 236 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Greenwich Wealth Management LLC | History | Added to | 152,994 | 15,400 | 0.63% | 0.46% | 237 | +50,735 | 49.61% | Q1 2026 | May 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 152,984 | 15,399 | 0.63% | 0.66% | 238 | -6,223 | -3.91% | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 151,869 | 15,287 | 0.02% | 0.02% | 239 | +34,826 | 29.75% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 136,429 | 15,192 | 0.08% | 0.04% | 240 | +62,196 | 83.78% | Q1 2026 | May 15, 2026 |
| Red Wave Investments LLC | History | Reduced | 150,363 | 15,135 | 4.52% | 4.78% | 241 | -9,678 | -6.05% | Q1 2026 | May 08, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 150,158 | 15,115 | 0.01% | — | 242 | +150,158 | New | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Added to | 149,808 | 15,079 | 0.3% | 0.27% | 243 | +14,035 | 10.34% | Q1 2026 | Apr 17, 2026 |
| Apriem Advisors | History | New | 147,853 | 14,882 | 1.42% | — | 244 | +147,853 | New | Q1 2026 | May 14, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 146,933 | 14,790 | 3.25% | 3.87% | 245 | -24,278 | -14.18% | Q1 2026 | Apr 14, 2026 |
| Crown Wealth Group, LLC | History | Added to | 146,465 | 14,743 | 4.33% | 3.05% | 246 | +37,677 | 34.63% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 146,450 | 14,741 | 0.0% | 0.0% | 247 | +134,150 | 1090.65% | Q1 2026 | May 15, 2026 |
| Vivid Wealth Management, LLC | History | Added to | 146,217 | 14,718 | 5.96% | 5.68% | 248 | +698 | 0.48% | Q1 2026 | Apr 27, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | Added to | 145,669 | 14,663 | 8.09% | 3.28% | 249 | +94,260 | 183.35% | Q1 2026 | May 11, 2026 |
| RMR Capital Management, LLC | History | Reduced | 145,421 | 14,638 | 10.57% | 10.93% | 250 | -5,858 | -3.87% | Q1 2026 | May 20, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 145,120 | 14,607 | 25.55% | — | 251 | +145,120 | New | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 144,635 | 14,558 | 0.02% | 0.05% | 252 | -81,735 | -36.11% | Q1 2026 | May 15, 2026 |
| GTS FINANCIAL, LLC | History | New | 143,897 | 14,486 | 11.47% | — | 253 | +143,897 | New | Q1 2026 | May 19, 2026 |
| Dominguez Wealth Management Solutions, Inc. | History | Reduced | 143,784 | 14,473 | 8.77% | 8.89% | 254 | -1,070 | -0.74% | Q1 2026 | Apr 27, 2026 |
| DORVAL Corp | History | New | 143,403 | 14,434 | 4.48% | — | 255 | +143,403 | New | Q1 2026 | Apr 22, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 142,975 | 14,391 | 2.97% | 1.83% | 256 | +57,790 | 67.84% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 141,900 | 14,283 | 0.3% | 0.12% | 257 | +86,659 | 156.87% | Q1 2026 | Apr 13, 2026 |
| Cassady Wealth & Retirement Planning, LLC | History | Added to | 139,132 | 14,006 | 7.25% | 5.53% | 258 | +54,678 | 64.74% | Q1 2026 | May 18, 2026 |
| Hilltop Holdings Inc. | History | Added to | 138,863 | 13,977 | 1.26% | 0.79% | 259 | +6,259 | 4.72% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 137,776 | 13,787 | 0.15% | 0.08% | 260 | +72,221 | 110.17% | Q1 2026 | May 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 136,357 | 13,725 | 0.85% | 0.97% | 261 | -17,504 | -11.38% | Q1 2026 | May 05, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 134,184 | 13,507 | 0.6% | 0.1% | 262 | +112,871 | 529.59% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 132,415 | 13,328 | 0.49% | 0.57% | 263 | -21,319 | -13.87% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 132,042 | 13,291 | 0.0% | 0.0% | 264 | +47,703 | 56.56% | Q1 2026 | May 15, 2026 |
| Sandhill Capital Partners LLC | History | Reduced | 130,697 | 13,155 | 1.13% | 1.68% | 265 | -103,921 | -44.29% | Q1 2026 | May 14, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 129,266 | 13,011 | 3.04% | 1.6% | 266 | +63,917 | 97.81% | Q1 2026 | Apr 24, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 127,165 | 12,800 | 0.29% | 0.36% | 267 | -35,671 | -21.91% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 126,951 | 12,778 | 1.58% | 2.31% | 268 | -52,678 | -29.33% | Q1 2026 | Apr 23, 2026 |
| COURIER CAPITAL LLC | History | Added to | 126,495 | 12,732 | 0.71% | 0.6% | 269 | +20,224 | 19.03% | Q1 2026 | Apr 23, 2026 |
| Silver Lake Advisory, LLC | History | Added to | 126,096 | 12,692 | 5.04% | 4.76% | 270 | +3,704 | 3.03% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 125,276 | 12,610 | 0.13% | 0.01% | 271 | +117,645 | 1541.67% | Q1 2026 | May 12, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Added to | 124,858 | 12,568 | 3.08% | 2.43% | 272 | +26,425 | 26.85% | Q1 2026 | Apr 16, 2026 |
| SCRATCH CAPITAL LLC | History | Added to | 124,244 | 12,506 | 7.16% | 2.4% | 273 | +87,664 | 239.65% | Q1 2026 | May 11, 2026 |
| O'Domhnaill Enterprises, Inc. | History | New | 124,031 | 12,484 | 10.06% | — | 274 | +124,031 | New | Q1 2026 | Apr 28, 2026 |
| GTS SECURITIES LLC | History | Added to | 123,681 | 12,449 | 0.44% | 0.07% | 275 | +104,476 | 544.0% | Q1 2026 | May 14, 2026 |
| Main Management LLC | History | Reduced | 122,957 | 12,377 | 0.9% | 1.36% | 276 | -65,950 | -34.91% | Q1 2026 | May 14, 2026 |
| Cedar Wealth Management, LLC | History | Added to | 122,928 | 12,373 | 3.6% | 0.11% | 277 | +119,296 | 3284.58% | Q1 2026 | May 14, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 122,479 | 12,328 | 6.1% | 6.74% | 278 | -8,005 | -6.13% | Q1 2026 | Apr 16, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 121,919 | 12,272 | 0.14% | 0.14% | 279 | -634 | -0.52% | Q1 2026 | Apr 28, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 121,864 | 12,267 | 0.58% | 0.51% | 280 | +11,801 | 10.72% | Q1 2026 | May 18, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Added to | 121,809 | 12,261 | 3.87% | 3.57% | 281 | +18,781 | 18.23% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 121,331 | 12,213 | 28.54% | — | 282 | +121,331 | New | Q1 2026 | May 07, 2026 |
| Dynamic Wealth Strategies, LLC | History | Reduced | 120,886 | 12,168 | 7.04% | 7.23% | 283 | -148 | -0.12% | Q1 2026 | May 13, 2026 |
| Fiduciary Alliance LLC | History | Added to | 120,875 | 12,151 | 0.73% | 0.2% | 284 | +91,133 | 306.41% | Q1 2026 | Apr 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 120,874 | 12,134 | 0.84% | 0.78% | 285 | +7,457 | 6.57% | Q1 2026 | May 01, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 118,941 | 11,948 | 0.67% | 0.46% | 286 | +40,953 | 52.51% | Q1 2026 | Apr 17, 2026 |
| HRT FINANCIAL LP | History | New | 118,216 | 11,899 | 0.03% | — | 287 | +118,216 | New | Q1 2026 | May 14, 2026 |
| Portland Global Advisors LLC | History | Added to | 118,047 | 11,882 | 1.27% | 0.91% | 288 | +33,650 | 39.87% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 117,777 | 11,855 | 0.56% | 0.33% | 289 | +49,584 | 72.71% | Q1 2026 | Apr 28, 2026 |
| J2 Capital Management Inc | History | Added to | 117,291 | 11,806 | 8.09% | 5.33% | 290 | +44,523 | 61.18% | Q1 2026 | Apr 21, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 117,227 | 11,800 | 5.3% | 2.76% | 291 | +65,072 | 124.77% | Q1 2026 | Apr 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 116,612 | 11,738 | 0.09% | 0.08% | 292 | +24,827 | 27.05% | Q1 2026 | Apr 07, 2026 |
| Code Waechter LLC | History | Added to | 115,749 | 11,651 | 6.92% | 7.1% | 293 | +5,559 | 5.04% | Q1 2026 | Apr 15, 2026 |
| Bull Oak Capital, LLC | History | Added to | 115,007 | 11,576 | 4.45% | 3.87% | 294 | +20,570 | 21.78% | Q1 2026 | May 11, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 114,644 | 11,540 | 0.64% | 0.29% | 295 | +62,702 | 120.72% | Q1 2026 | Apr 30, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Added to | 114,652 | 11,540 | 1.94% | 1.72% | 296 | +14,864 | 14.9% | Q1 2026 | Apr 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 112,321 | 11,306 | 0.0% | 0.0% | 297 | -68,479 | -37.88% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 111,938 | 11,267 | 0.3% | 0.06% | 298 | +94,194 | 530.85% | Q1 2026 | May 11, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 111,428 | 11,216 | 1.33% | 1.26% | 299 | +6,795 | 6.49% | Q1 2026 | Apr 17, 2026 |
| Revere Asset Management, Inc | History | New | 111,176 | 11,190 | 5.73% | — | 300 | +111,176 | New | Q1 2026 | May 06, 2026 |