iSHARES TRUST - SHV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 17,874,358 | 1,973,150 | 0.03% | 0.03% | 1 | -74,354 | -0.41% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 5,613,698 | 619,696 | 0.04% | 0.04% | 2 | -359,827 | -6.02% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,237,551 | 578,173 | 0.11% | 0.1% | 3 | +287,595 | 5.81% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 3,372,278 | 372,265 | 0.1% | 0.09% | 4 | +308,936 | 10.08% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,998,060 | 330,955 | 0.02% | 0.02% | 5 | -106,934 | -3.44% | Q1 2026 | May 15, 2026 |
| Marks Wealth, LLC | History | Added to | 2,158,181 | 238,241 | 62.68% | 0.32% | 6 | +2,149,614 | 25091.79% | Q1 2026 | May 01, 2026 |
| Wealthfront Advisers LLC | History | Added to | 2,048,039 | 226,083 | 0.5% | 0.4% | 7 | +430,574 | 26.62% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,952,895 | 215,580 | 0.06% | 0.04% | 8 | +844,328 | 76.16% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 1,672,404 | 184,616 | 0.03% | 0.03% | 9 | -136,997 | -7.57% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,498,524 | 165,407 | 0.01% | 0.01% | 10 | -35,223 | -2.3% | Q1 2026 | May 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 1,432,889 | 157,374 | 1.1% | 1.02% | 11 | +101,184 | 7.6% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,369,661 | 151,197 | 0.03% | 0.02% | 12 | +477,064 | 53.45% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,332,318 | 147,074 | 0.05% | 0.05% | 13 | -57,271 | -4.12% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,096,052 | 121,017 | 0.03% | 0.01% | 14 | +508,522 | 86.55% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 1,034,731 | 114,223 | 6.85% | 9.48% | 15 | -381,590 | -26.94% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 999,682 | 110,084 | 0.22% | 0.24% | 16 | -630,885 | -38.69% | Q1 2026 | Apr 08, 2026 |
| FIL Ltd | History | Added to | 994,888 | 109,825 | 0.09% | 0.0% | 17 | +994,495 | 253052.16% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 884,679 | 97,661 | 0.09% | 0.09% | 18 | +11,620 | 1.33% | Q1 2026 | May 12, 2026 |
| Trust Co | History | Added to | 790,499 | 87,263 | 8.18% | 7.91% | 19 | +24,795 | 3.24% | Q1 2026 | Apr 13, 2026 |
| Americana Partners, LLC | History | Added to | 784,593 | 86,611 | 2.25% | 1.24% | 20 | +373,133 | 90.69% | Q1 2026 | May 12, 2026 |
| Oakworth Capital, Inc. | History | Reduced | 698,718 | 77,131 | 4.08% | 6.09% | 21 | -314,675 | -31.05% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | Reduced | 670,664 | 74,034 | 0.15% | 0.15% | 22 | -15,972 | -2.33% | Q1 2026 | May 06, 2026 |
| Betterment LLC | History | Reduced | 651,818 | 71,954 | 0.14% | 0.15% | 23 | -54,327 | -7.69% | Q1 2026 | May 14, 2026 |
| Townsend & Associates, Inc | History | Added to | 645,959 | 71,255 | 6.15% | 6.14% | 24 | +21,620 | 3.46% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Reduced | 562,738 | 62,120 | 0.07% | 0.09% | 25 | -199,771 | -26.2% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 555,335 | 61,303 | 0.11% | 0.1% | 26 | +27,265 | 5.16% | Q1 2026 | May 14, 2026 |
| Cynosure Group, LLC | History | Reduced | 546,422 | 60,319 | 7.54% | 6.26% | 27 | -12,007 | -2.15% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 540,099 | 59,621 | 0.08% | 0.08% | 28 | -22,689 | -4.03% | Q1 2026 | Apr 27, 2026 |
| White Lighthouse Investment Management Inc. | History | Added to | 519,501 | 57,347 | 7.96% | 7.26% | 29 | +47,081 | 9.97% | Q1 2026 | May 14, 2026 |
| Acorns Advisers, LLC | History | Added to | 486,564 | 53,712 | 0.4% | 0.39% | 30 | +19,520 | 4.18% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 484,488 | 53,366 | 0.95% | 0.95% | 31 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hansen & Associates Financial Group, Inc. | History | Reduced | 474,887 | 52,294 | 28.15% | 29.71% | 32 | -18,591 | -3.77% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 427,077 | 47,145 | 2.09% | 2.68% | 33 | -96,803 | -18.48% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 417,431 | 46,080 | 0.23% | 0.28% | 34 | -38,136 | -8.37% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 415,538 | 45,871 | 0.06% | 0.07% | 35 | -73,208 | -14.98% | Q1 2026 | Apr 27, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | New | 397,877 | 43,921 | 20.81% | — | 36 | +397,877 | New | Q1 2026 | Apr 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 393,978 | 43,491 | 0.54% | 0.51% | 37 | +37,435 | 10.5% | Q1 2026 | May 11, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 384,338 | 42,427 | 5.98% | 5.37% | 38 | +81,707 | 27.0% | Q1 2026 | May 08, 2026 |
| Able Wealth Management LLC | History | Added to | 384,120 | 42,402 | 11.34% | 12.9% | 39 | +13,941 | 3.77% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Added to | 380,800 | 42,036 | 0.54% | 0.36% | 40 | +155,560 | 69.06% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 366,024 | 40,409 | 0.07% | 0.06% | 41 | -30,874 | -7.78% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 357,161 | 39,427 | 0.04% | 0.05% | 42 | -7,538 | -2.07% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 352,884 | 38,955 | 0.05% | 0.08% | 43 | -116,259 | -24.78% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Reduced | 332,850 | 36,743 | 1.15% | 1.63% | 44 | -7,775 | -2.28% | Q1 2026 | Apr 21, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 328,716 | 36,286 | 4.52% | — | 45 | +328,716 | New | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 326,348 | 36,025 | 0.44% | 0.46% | 46 | +30,822 | 10.43% | Q1 2026 | Apr 23, 2026 |
| Family Manage LLC | History | Added to | 310,017 | 34,222 | 4.1% | 4.19% | 47 | +9,158 | 3.04% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 309,732 | 34,191 | 0.09% | 0.1% | 48 | -59,998 | -16.23% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Reduced | 294,329 | 32,490 | 0.43% | 0.48% | 49 | -10,588 | -3.47% | Q1 2026 | May 15, 2026 |
| Client First Capital LLC | History | Reduced | 285,502 | 31,516 | 13.67% | 15.24% | 50 | -42,774 | -13.03% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 281,409 | 31,068 | 0.05% | 0.04% | 51 | +19,604 | 7.49% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Reduced | 279,368 | 30,839 | 0.25% | 0.37% | 52 | -170,408 | -37.89% | Q1 2026 | May 08, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 277,555 | 30,639 | 0.94% | 0.99% | 53 | +6,461 | 2.38% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 267,729 | 29,554 | 0.0% | 0.0% | 54 | -68,368 | -20.34% | Q1 2026 | May 15, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 266,374 | 29,405 | 4.07% | 3.12% | 55 | +54,854 | 25.93% | Q1 2026 | May 07, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 264,260 | 29,089 | 0.5% | 0.56% | 56 | -13,133 | -4.73% | Q1 2026 | May 14, 2026 |
| Bull Oak Capital, LLC | History | Added to | 254,134 | 28,053 | 10.78% | 9.96% | 57 | +32,870 | 14.86% | Q1 2026 | May 11, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Reduced | 250,585 | 27,662 | 5.75% | 5.79% | 58 | -3,600 | -1.42% | Q1 2026 | May 11, 2026 |
| Blueprint Investment Partners LLC | History | New | 241,691 | 26,680 | 2.72% | — | 59 | +241,691 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 233,896 | 25,820 | 0.06% | 0.04% | 60 | +71,557 | 44.08% | Q1 2026 | Apr 22, 2026 |
| Allred Capital Management, LLC | History | Reduced | 231,639 | 25,570 | 9.31% | 9.63% | 61 | -10,062 | -4.16% | Q1 2026 | May 13, 2026 |
| Mullooly Asset Management, Inc. | History | Added to | 229,384 | 25,322 | 9.35% | 8.96% | 62 | +6,916 | 3.11% | Q1 2026 | May 07, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 228,697 | 25,245 | 19.27% | 20.25% | 63 | -15,836 | -6.48% | Q1 2026 | May 12, 2026 |
| GFS Advisors, LLC | History | Added to | 459,218 | 24,820 | 3.16% | 1.67% | 64 | +331,879 | 260.63% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 218,748 | 24,147 | 0.03% | 0.03% | 65 | -20,608 | -8.61% | Q1 2026 | May 05, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 215,694 | 23,810 | 5.26% | 7.18% | 66 | -91,211 | -29.72% | Q1 2026 | Apr 27, 2026 |
| Alpha Zero LLC | History | Added to | 213,315 | 23,547 | 11.92% | 6.97% | 67 | +97,473 | 84.14% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 199,891 | 22,065 | 0.03% | 0.03% | 68 | -13,054 | -6.13% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 190,070 | 20,981 | 0.01% | 0.02% | 69 | -99,913 | -34.45% | Q1 2026 | Apr 30, 2026 |
| Sulzberger Capital Advisors, Inc. | History | Reduced | 187,087 | 20,652 | 21.08% | 25.16% | 70 | -39,080 | -17.28% | Q1 2026 | Apr 10, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 185,685 | 20,497 | 0.42% | 0.21% | 71 | +76,895 | 70.68% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 183,613 | 20,212 | 0.19% | 0.2% | 72 | +11,591 | 6.74% | Q1 2026 | Apr 07, 2026 |
| Sierra Legacy Group | History | Reduced | 182,409 | 20,136 | 15.36% | 15.78% | 73 | -12,734 | -6.53% | Q1 2026 | May 13, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Reduced | 179,300 | 19,792 | 0.91% | 0.88% | 74 | -4,559 | -2.48% | Q1 2026 | May 06, 2026 |
| Norris Financial Group, LLC | History | Added to | 179,196 | 19,781 | 6.46% | 1.25% | 75 | +145,722 | 435.33% | Q1 2026 | May 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 175,976 | 19,426 | 0.04% | 0.0% | 76 | +175,493 | 36333.95% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 176,163 | 19,404 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 172,526 | 19,045 | 0.99% | 0.9% | 78 | +19,319 | 12.61% | Q1 2026 | Apr 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 162,783 | 17,969 | 1.25% | 1.16% | 79 | +8,658 | 5.62% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 160,535 | 17,721 | 0.01% | 0.01% | 80 | +6,962 | 4.53% | Q1 2026 | May 07, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 158,415 | 17,487 | 4.2% | 4.24% | 81 | +320 | 0.2% | Q1 2026 | Apr 20, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 157,317 | 17,366 | 0.0% | 0.0% | 82 | -19,438 | -11.0% | Q1 2026 | May 12, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 157,040 | 17,335 | 0.04% | 0.03% | 83 | +5,561 | 3.67% | Q1 2026 | May 14, 2026 |
| CAPSTONE WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 155,706 | 17,188 | 7.2% | 7.52% | 84 | -7,262 | -4.46% | Q1 2026 | Apr 29, 2026 |
| Midwest Professional Planners, LTD. | History | Added to | 155,474 | 17,162 | 4.04% | 3.7% | 85 | +13,748 | 9.7% | Q1 2026 | May 05, 2026 |
| M. Kulyk & Associates, LLC | History | Reduced | 155,128 | 17,124 | 3.2% | 3.41% | 86 | -7,021 | -4.33% | Q1 2026 | May 06, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 145,014 | 16,008 | 2.36% | 2.26% | 87 | +33,315 | 29.83% | Q1 2026 | Apr 27, 2026 |
| Fairvoy Private Wealth, LLC | History | Added to | 144,859 | 15,991 | 3.82% | 3.3% | 88 | +11,067 | 8.27% | Q1 2026 | Apr 20, 2026 |
| Presidio Capital Management, LLC | History | Reduced | 143,842 | 15,878 | 4.61% | 4.99% | 89 | -6,869 | -4.56% | Q1 2026 | Apr 08, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 142,763 | 15,759 | 0.08% | 0.11% | 90 | -2,408 | -1.66% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 140,462 | 15,505 | 3.2% | 4.6% | 91 | -54,302 | -27.88% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | Added to | 138,295 | 15,249 | 0.1% | 0.04% | 92 | +79,474 | 135.11% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 137,329 | 15,159 | 0.22% | 0.04% | 93 | +113,041 | 465.42% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | Added to | 134,826 | 14,887 | 0.65% | 0.65% | 94 | +2,081 | 1.57% | Q1 2026 | May 08, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 134,791 | 14,879 | 0.42% | 0.43% | 95 | -1,325 | -0.97% | Q1 2026 | May 12, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 130,628 | 14,420 | 2.48% | 2.83% | 96 | -15,747 | -10.76% | Q1 2026 | May 12, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 128,329 | 14,166 | 1.99% | — | 97 | +128,329 | New | Q1 2026 | Apr 30, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 128,263 | 14,158 | 1.39% | 1.32% | 98 | -3,719 | -2.82% | Q1 2026 | May 19, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 127,248 | 14,046 | 6.13% | 6.72% | 99 | -8,950 | -6.57% | Q1 2026 | May 05, 2026 |
| KWMG, LLC | History | Added to | 125,721 | 13,878 | 1.16% | 1.14% | 100 | +5,140 | 4.26% | Q1 2026 | Apr 09, 2026 |
| Trajan Wealth LLC | History | Reduced | 124,400 | 13,732 | 0.55% | 0.64% | 101 | -14,611 | -10.51% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 120,718 | 13,326 | 0.01% | 0.01% | 102 | +10,475 | 9.5% | Q1 2026 | May 12, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 118,735 | 13,107 | 0.33% | 0.2% | 103 | +48,890 | 70.0% | Q1 2026 | Apr 07, 2026 |
| AMG National Trust Bank | History | Added to | 115,953 | 12,800 | 0.28% | 0.24% | 104 | +23,604 | 25.56% | Q1 2026 | May 04, 2026 |
| LM Advisors LLC | History | Reduced | 1,401 | 12,691 | 0.2% | 0.24% | 105 | -94 | -6.29% | Q1 2026 | May 13, 2026 |
| Blueprint Financial Advisors LLC | History | New | 113,465 | 12,525 | 1.86% | — | 106 | +113,465 | New | Q1 2026 | May 11, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 113,089 | 12,483 | 0.09% | 0.08% | 107 | -5,986 | -5.03% | Q1 2026 | Apr 14, 2026 |
| UDINE WEALTH MANAGEMENT, INC. | History | Added to | 110,250 | 12,170 | 5.95% | 5.56% | 108 | +3,500 | 3.28% | Q1 2026 | Apr 14, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 109,875 | 12,129 | 0.41% | 0.31% | 109 | +33,042 | 43.0% | Q1 2026 | Apr 20, 2026 |
| Lee Financial Co | History | Reduced | 109,121 | 12,045 | 1.7% | 2.2% | 110 | -38,703 | -26.18% | Q1 2026 | Apr 13, 2026 |
| Winch Advisory Services, LLC | History | Reduced | 107,026 | 11,814 | 2.7% | 2.63% | 111 | -886 | -0.82% | Q1 2026 | Apr 30, 2026 |
| STOLZ & ASSOCIATES, PS | History | Added to | 106,369 | 11,725 | 8.18% | 7.88% | 112 | +13,571 | 14.62% | Q1 2026 | Apr 21, 2026 |
| MAYPORT, LLC | History | Added to | 105,240 | 11,617 | 2.16% | 2.33% | 113 | +444 | 0.42% | Q1 2026 | Apr 21, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 104,097 | 11,491 | 2.53% | 3.1% | 114 | -20,779 | -16.64% | Q1 2026 | Apr 14, 2026 |
| DOVER ADVISORS, LLC | History | Added to | 101,407 | 11,194 | 4.63% | 1.94% | 115 | +55,917 | 122.92% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 101,108 | 11,161 | 0.06% | 0.05% | 116 | +13,718 | 15.7% | Q1 2026 | May 08, 2026 |
| Farringdon Capital, Ltd. | History | No change | 95,088 | 10,496 | 2.3% | 2.57% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 94,040 | 10,381 | 0.12% | 0.03% | 118 | +72,090 | 328.43% | Q1 2026 | May 08, 2026 |
| MinichMacGregor Wealth Management, LLC | History | Added to | 93,278 | 10,296 | 1.82% | 1.74% | 119 | +6,041 | 6.92% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 90,692 | 10,011 | 0.08% | 0.02% | 120 | +64,327 | 243.99% | Q1 2026 | Apr 07, 2026 |
| STABLEFORD CAPITAL II LLC | History | Added to | 90,648 | 10,006 | 3.72% | 1.57% | 121 | +51,232 | 129.98% | Q1 2026 | Apr 06, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Added to | 90,593 | 10,000 | 2.81% | 2.64% | 122 | +3,121 | 3.57% | Q1 2026 | Apr 20, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 90,540 | 9,994 | 0.75% | 0.66% | 123 | -8,078 | -8.19% | Q1 2026 | May 20, 2026 |
| Meridian Wealth Management, LLC | History | Added to | 90,487 | 9,988 | 0.35% | 0.33% | 124 | +4,140 | 4.79% | Q1 2026 | May 06, 2026 |
| StoneX Group Inc. | History | Added to | 90,099 | 9,945 | 0.54% | 0.3% | 125 | +27,611 | 44.19% | Q1 2026 | May 14, 2026 |
| IronBridge Private Wealth, LLC | History | Added to | 88,764 | 9,798 | 3.16% | 1.87% | 126 | +35,226 | 65.8% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 88,398 | 9,737 | 0.0% | 0.0% | 127 | +74,017 | 514.69% | Q1 2026 | May 15, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 85,491 | 9,437 | 5.06% | 6.15% | 128 | -18,505 | -17.79% | Q1 2026 | Apr 13, 2026 |
| Aegis Wealth Management LLC | History | Added to | 84,398 | 9,316 | 5.33% | 5.22% | 129 | +509 | 0.61% | Q1 2026 | Apr 22, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 83,399 | 9,206 | 0.89% | 2.01% | 130 | -113,190 | -57.58% | Q1 2026 | May 06, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | Reduced | 82,208 | 9,074 | 7.69% | 8.53% | 131 | -17,870 | -17.86% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 81,580 | 9,005 | 0.03% | 0.03% | 132 | +4,561 | 5.92% | Q1 2026 | Apr 30, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 81,573 | 8,985 | 0.67% | 0.67% | 133 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CVA Family Office, LLC | History | Added to | 81,047 | 8,946 | 0.94% | 0.97% | 134 | +4,477 | 5.85% | Q1 2026 | Apr 29, 2026 |
| One Day In July LLC | History | Reduced | 80,578 | 8,894 | 0.71% | 0.75% | 135 | -1,968 | -2.38% | Q1 2026 | May 05, 2026 |
| Apex Wealth Management, LLC | History | Added to | 80,391 | 8,874 | 6.09% | 5.71% | 136 | +29,406 | 57.68% | Q1 2026 | Apr 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 80,359 | 8,871 | 0.28% | 0.08% | 137 | +57,417 | 250.27% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | New | 79,640 | 8,791 | 0.05% | — | 138 | +79,640 | New | Q1 2026 | May 13, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 78,676 | 8,685 | 2.95% | 2.97% | 139 | +1,665 | 2.16% | Q1 2026 | Apr 17, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 77,765 | 8,584 | 0.05% | 0.0% | 140 | +70,276 | 938.39% | Q1 2026 | Apr 29, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 77,423 | 8,546 | 0.92% | 1.01% | 141 | -9,106 | -10.52% | Q1 2026 | Apr 22, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 77,351 | 8,538 | 0.23% | 0.08% | 142 | +48,637 | 169.38% | Q1 2026 | Apr 27, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | Added to | 77,279 | 8,530 | 3.95% | 1.54% | 143 | +48,804 | 171.39% | Q1 2026 | Apr 13, 2026 |
| Pacifica Partners Inc. | History | Added to | 76,942 | 8,493 | 2.82% | 3.32% | 144 | +9,186 | 13.56% | Q1 2026 | Apr 09, 2026 |
| VanWeelden Wealth Management, LLC | History | Reduced | 74,648 | 8,240 | 6.57% | 6.63% | 145 | -2,008 | -2.62% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 73,522 | 8,116 | 0.0% | 0.0% | 146 | +72,069 | 4960.01% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Reduced | 72,933 | 8,051 | 0.15% | 0.16% | 147 | -5,625 | -7.16% | Q1 2026 | Apr 17, 2026 |
| UNITED BANK | History | Reduced | 72,290 | 7,980 | 1.02% | 1.06% | 148 | -518 | -0.71% | Q1 2026 | May 11, 2026 |
| GatePass Capital, LLC | History | Reduced | 71,235 | 7,863 | 3.67% | 4.39% | 149 | -6,050 | -7.83% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Added to | 70,814 | 7,817 | 0.0% | 0.0% | 150 | +39,618 | 127.0% | Q1 2026 | May 11, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 70,064 | 7,734 | 2.96% | 2.84% | 151 | +3,800 | 5.73% | Q1 2026 | May 05, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 68,152 | 7,523 | 0.17% | 0.17% | 152 | -2,538 | -3.59% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | New | 67,543 | 7,456 | 0.07% | — | 153 | +67,543 | New | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | New | 67,205 | 7,418 | 0.0% | — | 154 | +67,205 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 67,174 | 7,415 | 0.02% | 0.02% | 155 | -3,123 | -4.44% | Q1 2026 | May 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 66,874 | 7,382 | 0.06% | 0.08% | 156 | -18,453 | -21.63% | Q1 2026 | May 07, 2026 |
| Pacific Center for Financial Services | History | Added to | 66,600 | 7,352 | 1.86% | 0.05% | 157 | +64,715 | 3433.16% | Q1 2026 | May 12, 2026 |
| Climber Capital SA | History | Reduced | 66,175 | 7,301 | 4.78% | 4.77% | 158 | -20,435 | -23.59% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 66,118 | 7,298 | 0.0% | 0.01% | 159 | -68,776 | -50.99% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 65,940 | 7,279 | 0.08% | 0.04% | 160 | +31,614 | 92.1% | Q1 2026 | May 05, 2026 |
| Luminist Capital LLC | History | Added to | 65,760 | 7,259 | 9.65% | 5.68% | 161 | +23,923 | 57.18% | Q1 2026 | Apr 24, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 64,616 | 7,132 | 2.97% | 2.91% | 162 | +1,699 | 2.7% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | Added to | 64,082 | 7,074 | 0.67% | 0.67% | 163 | +1,498 | 2.39% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 63,584 | 7,019 | 0.15% | 0.14% | 164 | +3,667 | 6.12% | Q1 2026 | May 01, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 62,722 | 6,923 | 0.04% | 0.04% | 165 | -7,882 | -11.16% | Q1 2026 | May 05, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 62,582 | 6,908 | 0.68% | 0.47% | 166 | +19,332 | 44.7% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | Added to | 61,802 | 6,822 | 0.07% | 0.01% | 167 | +59,753 | 2916.2% | Q1 2026 | May 12, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 61,651 | 6,788 | 1.52% | 1.65% | 168 | +591 | 0.97% | Q1 2026 | May 08, 2026 |
| Vernal Point Advisors, LLC | History | Reduced | 61,001 | 6,733 | 2.74% | 2.87% | 169 | -2,236 | -3.54% | Q1 2026 | May 14, 2026 |
| BDFS Capital LLC | History | Added to | 60,532 | 6,682 | 3.22% | 3.25% | 170 | +2,051 | 3.51% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 60,186 | 6,642 | 0.0% | 0.0% | 171 | +8,539 | 16.53% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 59,713 | 6,591 | 0.05% | 0.06% | 172 | +14,416 | 31.83% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 59,463 | 6,564 | 0.04% | 0.04% | 173 | -1,140 | -1.88% | Q1 2026 | Apr 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 59,386 | 6,555 | 0.03% | 0.03% | 174 | -5,326 | -8.23% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 59,182 | 6,533 | 0.19% | 0.18% | 175 | +2,079 | 3.64% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 58,870 | 6,498 | 0.13% | 0.18% | 176 | -14,021 | -19.24% | Q1 2026 | Apr 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 58,765 | 6,487 | 0.58% | 0.16% | 177 | +33,733 | 134.76% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 57,999 | 6,402 | 0.04% | 0.03% | 178 | +19,051 | 48.91% | Q1 2026 | May 05, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 57,957 | 6,397 | 0.24% | 0.24% | 179 | +339 | 0.59% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 57,140 | 6,307 | 0.02% | 0.02% | 180 | +10,305 | 22.0% | Q1 2026 | Apr 24, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 56,489 | 6,235 | 0.87% | 0.82% | 181 | +4,425 | 8.5% | Q1 2026 | Apr 21, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 56,096 | 6,192 | 4.69% | 6.09% | 182 | -10,208 | -15.4% | Q1 2026 | Apr 27, 2026 |
| Capital Wealth Alliance, LLC | History | Added to | 56,064 | 6,188 | 2.8% | 2.59% | 183 | +1,120 | 2.04% | Q1 2026 | May 13, 2026 |
| Asset One Wealth Management LLC | History | Added to | 55,894 | 6,164 | 0.68% | 0.82% | 184 | +1,553 | 2.86% | Q1 2026 | May 12, 2026 |
| San Luis Wealth Advisors LLC | History | Added to | 55,611 | 6,138 | 1.02% | 0.98% | 185 | +2,591 | 4.89% | Q1 2026 | Apr 29, 2026 |
| RIA Advisory Group LLC | History | Added to | 55,576 | 6,135 | 1.46% | 1.43% | 186 | +1,589 | 2.94% | Q1 2026 | Apr 23, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 54,088 | 5,957 | 1.73% | 1.73% | 187 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 52,750 | 5,822 | 0.0% | — | 188 | +52,750 | New | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 52,175 | 5,759 | 0.02% | 0.02% | 189 | +5,835 | 12.59% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | New | 51,667 | 5,703 | 0.07% | — | 190 | +51,667 | New | Q1 2026 | May 15, 2026 |
| Procyon Advisors, LLC | History | Reduced | 51,620 | 5,698 | 0.28% | 0.29% | 191 | -2,344 | -4.34% | Q1 2026 | May 04, 2026 |
| Spartan Planning & Wealth Management | History | Added to | 51,572 | 5,693 | 4.21% | 0.25% | 192 | +48,493 | 1574.96% | Q1 2026 | Apr 16, 2026 |
| Purewater Capital LLC | History | New | 51,563 | 5,692 | 5.45% | — | 193 | +51,563 | New | Q1 2026 | May 14, 2026 |
| Larry Mathis Financial Planning, LLC | History | Added to | 51,532 | 5,688 | 5.1% | 0.68% | 194 | +44,508 | 633.66% | Q1 2026 | Apr 21, 2026 |
| Calamos Advisors LLC | History | New | 51,516 | 5,686 | 0.02% | — | 196 | +51,516 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 51,516 | 5,686 | 0.2% | 0.21% | 195 | -3,347 | -6.1% | Q1 2026 | May 04, 2026 |
| Private Advisor Group, LLC | History | Added to | 51,178 | 5,649 | 0.03% | 0.03% | 197 | +2,786 | 5.76% | Q1 2026 | Apr 24, 2026 |
| American Investment Services, Inc. | History | Added to | 51,075 | 5,638 | 1.26% | 1.28% | 198 | +966 | 1.93% | Q1 2026 | May 13, 2026 |
| BURLING WEALTH PARTNERS, LLC | History | New | 51,027 | 5,632 | 0.91% | — | 199 | +51,027 | New | Q1 2026 | May 08, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Reduced | 50,864 | 5,614 | 2.1% | 2.07% | 200 | -1,037 | -2.0% | Q1 2026 | May 18, 2026 |
| Baring Financial LLC | History | Added to | 49,159 | 5,426 | 3.32% | 3.11% | 201 | +2,758 | 5.94% | Q1 2026 | Apr 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 48,783 | 5,385 | 0.01% | 0.01% | 202 | -44 | -0.09% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 47,935 | 5,291 | 0.31% | 0.3% | 203 | +2,054 | 4.48% | Q1 2026 | Apr 29, 2026 |
| Hixon Zuercher, LLC | History | Added to | 47,842 | 5,281 | 1.64% | 1.59% | 204 | +325 | 0.68% | Q1 2026 | Apr 20, 2026 |
| North Star Investment Management Corp. | History | Added to | 47,389 | 5,231 | 0.32% | 0.1% | 205 | +32,341 | 214.92% | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Reduced | 46,591 | 5,143 | 0.03% | 0.04% | 206 | -9,742 | -17.29% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 45,907 | 5,067 | 0.1% | 0.09% | 207 | +4,903 | 11.96% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 45,709 | 5,045 | 0.03% | 0.01% | 208 | +33,229 | 266.26% | Q1 2026 | May 13, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 45,337 | 4,994 | 0.76% | 0.88% | 209 | -5,089 | -10.09% | Q1 2026 | Apr 16, 2026 |
| Corient Private Wealth LLC | History | Added to | 44,719 | 4,924 | 0.01% | 0.0% | 210 | +14,286 | 46.94% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 44,338 | 4,894 | 0.04% | 0.03% | 211 | +3,363 | 8.21% | Q1 2026 | May 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 44,041 | 4,861 | 0.84% | 0.75% | 212 | +5,635 | 14.67% | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 43,150 | 4,763 | 0.11% | 0.08% | 213 | +13,495 | 45.51% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | Added to | 42,511 | 4,692 | 0.27% | 0.1% | 214 | +27,104 | 175.92% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 42,329 | 4,672 | 0.03% | 0.03% | 215 | +348 | 0.83% | Q1 2026 | Apr 27, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 41,190 | 4,546 | 0.34% | 0.48% | 216 | -17,446 | -29.75% | Q1 2026 | Apr 16, 2026 |
| Forum Financial Management, LP | History | Added to | 41,066 | 4,533 | 0.06% | 0.05% | 217 | +7,518 | 22.41% | Q1 2026 | Apr 23, 2026 |
| EFG International AG | History | Added to | 38,967 | 4,301 | 0.09% | 0.08% | 218 | +859 | 2.25% | Q1 2026 | May 15, 2026 |
| Cadia Private Client LLC | History | Reduced | 38,604 | 4,261 | 3.46% | 3.4% | 219 | -282 | -0.73% | Q1 2026 | May 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 38,588 | 4,259 | 0.11% | 0.1% | 220 | +1,478 | 3.98% | Q1 2026 | Apr 29, 2026 |
| Walker Financial Services, Inc. | History | Added to | 37,666 | 4,157 | 1.42% | 1.48% | 221 | +576 | 1.55% | Q1 2026 | Apr 29, 2026 |
| INVESTMENT HOUSE LLC | History | Added to | 37,557 | 4,145 | 0.22% | 0.19% | 222 | +1,391 | 3.85% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 37,398 | 4,128 | 0.03% | 0.03% | 223 | +121 | 0.32% | Q1 2026 | May 01, 2026 |
| Ridgewood Investments LLC | History | New | 37,315 | 4,119 | 1.68% | — | 224 | +37,315 | New | Q1 2026 | Apr 03, 2026 |
| ADVISORY RESEARCH INC | History | Added to | 37,117 | 4,097 | 0.5% | 0.46% | 225 | +3,626 | 10.83% | Q1 2026 | May 14, 2026 |
| Greenspring Advisors, LLC | History | Reduced | 37,060 | 4,091 | 0.25% | 0.25% | 226 | -622 | -1.65% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 36,622 | 4,042 | 0.08% | 0.09% | 227 | -2,408 | -6.17% | Q1 2026 | Apr 27, 2026 |
| Trilogy Capital Inc. | History | Reduced | 35,742 | 3,945 | 0.17% | 0.21% | 228 | -6,302 | -14.99% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Reduced | 35,420 | 3,910 | 0.07% | 0.08% | 229 | -5,344 | -13.11% | Q1 2026 | May 07, 2026 |
| INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | History | Added to | 35,212 | 3,886 | 0.93% | 1.0% | 230 | +2,147 | 6.49% | Q1 2026 | May 07, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 35,155 | 3,880 | 0.66% | 0.51% | 231 | +820 | 2.39% | Q1 2026 | Apr 22, 2026 |
| Westview Management dba Westview Investment Advisors | History | Reduced | 34,388 | 3,796 | 1.98% | 1.88% | 232 | -1,410 | -3.94% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 34,315 | 3,787 | 0.01% | 0.01% | 233 | +21,887 | 176.11% | Q1 2026 | May 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 34,211 | 3,776 | 0.7% | 0.68% | 234 | +1,646 | 5.05% | Q1 2026 | Apr 15, 2026 |
| Jordan Park Group LLC | History | New | 31,223 | 3,741 | 0.2% | — | 235 | +31,223 | New | Q1 2026 | May 11, 2026 |
| Keystone Financial Group, Inc. | History | Added to | 33,280 | 3,673 | 1.91% | 1.91% | 236 | +131 | 0.4% | Q1 2026 | Apr 21, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 33,188 | 3,663 | 0.26% | 0.29% | 237 | -3,022 | -8.35% | Q1 2026 | May 12, 2026 |
| Heartland Bank & Trust Co | History | Added to | 32,982 | 3,640 | 0.82% | 0.86% | 238 | +14,483 | 78.29% | Q1 2026 | May 06, 2026 |
| GWN SECURITIES INC. | History | Reduced | 31,930 | 3,524 | 0.67% | 0.94% | 239 | -10,245 | -24.29% | Q1 2026 | May 14, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 31,845 | 3,515 | 0.51% | 0.27% | 240 | +15,329 | 92.81% | Q1 2026 | May 13, 2026 |
| Alexis Investment Partners, LLC | History | Reduced | 31,821 | 3,512 | 2.42% | 1.4% | 241 | -2,291 | -6.72% | Q1 2026 | Apr 24, 2026 |
| Ascent Group, LLC | History | Added to | 31,273 | 3,452 | 0.12% | 0.11% | 242 | +855 | 2.81% | Q1 2026 | May 15, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 31,231 | 3,447 | 0.45% | 0.65% | 243 | -14,675 | -31.97% | Q1 2026 | Apr 23, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 31,125 | 3,435 | 0.39% | 0.38% | 244 | -734 | -2.3% | Q1 2026 | Apr 24, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 30,842 | 3,404 | 0.17% | 0.19% | 245 | -4,439 | -12.58% | Q1 2026 | May 07, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 30,268 | 3,341 | 0.67% | 0.63% | 246 | -3,916 | -11.46% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 29,709 | 3,279 | 0.11% | 0.15% | 247 | -9,376 | -23.99% | Q1 2026 | Apr 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 29,618 | 3,270 | 0.83% | 0.06% | 248 | +27,131 | 1090.91% | Q1 2026 | May 08, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 29,625 | 3,270 | 0.35% | 0.33% | 249 | +1,649 | 5.89% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 28,680 | 3,166 | 0.05% | 0.06% | 250 | +606 | 2.16% | Q1 2026 | Apr 20, 2026 |
| Camarda Financial Advisors, LLC | History | Added to | 28,300 | 3,124 | 1.64% | 1.18% | 251 | +262 | 0.93% | Q1 2026 | May 14, 2026 |
| Mainsail Financial Group, LLC | History | Reduced | 27,749 | 3,063 | 1.28% | 1.32% | 252 | -1,084 | -3.76% | Q1 2026 | Apr 15, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 26,708 | 2,948 | 1.23% | 0.38% | 253 | +18,790 | 237.31% | Q1 2026 | May 06, 2026 |
| Net Worth Advisory Group | History | Reduced | 26,633 | 2,939 | 0.61% | 0.71% | 254 | -5,299 | -16.59% | Q1 2026 | May 05, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 26,409 | 2,915 | 0.52% | 0.52% | 255 | +278 | 1.06% | Q1 2026 | Apr 29, 2026 |
| Impact Partnership Wealth, LLC | History | Reduced | 26,211 | 2,893 | 0.36% | 0.42% | 256 | -3,190 | -10.85% | Q1 2026 | Apr 23, 2026 |
| Argent Advisors, Inc. | History | Reduced | 26,181 | 2,890 | 0.79% | 1.11% | 257 | -10,002 | -27.64% | Q1 2026 | Apr 24, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 26,045 | 2,875 | 0.26% | 0.63% | 258 | -41,515 | -61.45% | Q1 2026 | Apr 30, 2026 |
| Fermata Advisors, LLC | History | Added to | 25,881 | 2,857 | 0.64% | 0.46% | 260 | +8,378 | 47.87% | Q1 2026 | Apr 08, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 25,888 | 2,857 | 0.15% | 0.22% | 259 | -2,939 | -10.2% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 25,703 | 2,837 | 0.01% | 0.02% | 261 | -1,593 | -5.84% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 25,642 | 2,830 | 0.05% | 0.05% | 262 | +781 | 3.14% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 25,399 | 2,803 | 0.0% | 0.0% | 263 | -1,203 | -4.52% | Q1 2026 | May 15, 2026 |
| Ethos Financial Group, LLC | History | Added to | 25,326 | 2,795 | 0.2% | 0.17% | 264 | +4,488 | 21.54% | Q1 2026 | May 05, 2026 |
| Chicago Wealth Management, Inc. | History | Added to | 24,400 | 2,693 | 1.08% | 0.58% | 265 | +11,320 | 86.54% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 24,383 | 2,691 | 0.02% | 0.02% | 266 | +290 | 1.2% | Q1 2026 | May 15, 2026 |
| Delta Investment Management, LLC | History | Reduced | 24,354 | 2,688 | 0.48% | 0.48% | 267 | -655 | -2.62% | Q1 2026 | May 12, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 24,322 | 2,684 | 2.46% | 2.42% | 268 | -858 | -3.41% | Q1 2026 | Apr 29, 2026 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | History | Reduced | 24,317 | 2,683 | 0.9% | 1.16% | 269 | -7,322 | -23.14% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Added to | 24,092 | 2,659 | 0.1% | 0.02% | 270 | +19,421 | 415.78% | Q1 2026 | May 19, 2026 |
| Core Wealth Partners LLC | History | Reduced | 23,950 | 2,643 | 1.23% | 1.25% | 271 | -1,194 | -4.75% | Q1 2026 | May 08, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | Added to | 23,767 | 2,624 | 0.36% | 0.22% | 272 | +8,187 | 52.55% | Q1 2026 | Apr 15, 2026 |
| Clark Capital Management Group, Inc. | History | New | 23,758 | 2,622 | 0.02% | — | 273 | +23,758 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 23,674 | 2,613 | 0.06% | 0.09% | 274 | -10,249 | -30.21% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 23,627 | 2,608 | 0.09% | 0.09% | 275 | -1,271 | -5.1% | Q1 2026 | Apr 22, 2026 |
| Madson Wealth Advisors Inc | History | New | 23,374 | 2,580 | 2.15% | — | 276 | +23,374 | New | Q1 2026 | Apr 21, 2026 |
| FINANCIAL DISCOVERY GROUP INC | History | New | 22,887 | 2,526 | 5.9% | — | 277 | +22,887 | New | Q1 2026 | May 07, 2026 |
| Formidable Asset Management, LLC | History | Added to | 22,860 | 2,518 | 0.39% | 0.11% | 278 | +15,995 | 232.99% | Q1 2026 | Apr 22, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 22,441 | 2,477 | 0.01% | 0.01% | 279 | -273 | -1.2% | Q1 2026 | May 08, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 22,437 | 2,476 | 0.57% | 0.46% | 280 | +4,284 | 23.6% | Q1 2026 | Apr 28, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 22,425 | 2,475 | 0.49% | 0.45% | 281 | +2,043 | 10.02% | Q1 2026 | May 14, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 22,079 | 2,437 | 2.05% | 2.18% | 282 | -1,853 | -7.74% | Q1 2026 | May 15, 2026 |
| Foundry Financial Group, Inc. | History | Added to | 22,021 | 2,430 | 1.21% | 1.14% | 283 | +1,269 | 6.12% | Q1 2026 | Apr 23, 2026 |
| AXS Investments LLC | History | Added to | 21,803 | 2,406 | 0.97% | 0.39% | 284 | +11,503 | 111.68% | Q1 2026 | May 06, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 21,749 | 2,400 | 0.08% | 0.04% | 285 | +2,267 | 11.64% | Q1 2026 | Apr 29, 2026 |
| Weaver Consulting Group | History | Reduced | 21,688 | 2,394 | 0.57% | 0.64% | 286 | -2,214 | -9.26% | Q1 2026 | May 15, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 21,054 | 2,324 | 0.38% | 0.39% | 287 | -368 | -1.72% | Q1 2026 | May 12, 2026 |
| EAGLE ROCK INVESTMENT COMPANY, LLC | History | No change | 21,005 | 2,318 | 0.34% | 0.33% | 288 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 20,841 | 2,296 | 0.68% | 0.67% | 289 | +131 | 0.63% | Q1 2026 | Apr 16, 2026 |
| Realta Investment Advisors | History | Added to | 20,674 | 2,282 | 0.79% | 0.73% | 290 | +559 | 2.78% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Reduced | 20,316 | 2,242 | 0.07% | 0.07% | 292 | -891 | -4.2% | Q1 2026 | May 14, 2026 |
| Private Advisory Group LLC | History | Reduced | 20,317 | 2,242 | 0.15% | 0.18% | 291 | -80 | -0.39% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 20,283 | 2,239 | 0.25% | 0.26% | 293 | -591 | -2.83% | Q1 2026 | Apr 16, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 20,217 | 2,231 | 0.02% | 0.01% | 294 | +8,639 | 74.62% | Q1 2026 | Apr 20, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 20,092 | 2,213 | 1.38% | 1.38% | 295 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Prospera Financial Services Inc | History | Added to | 20,032 | 2,211 | 0.04% | 0.03% | 296 | +4,041 | 25.27% | Q1 2026 | Apr 14, 2026 |
| Destination Wealth Management | History | Added to | 19,900 | 2,196 | 0.06% | 0.05% | 297 | +3,322 | 20.04% | Q1 2026 | May 15, 2026 |
| EHRLICH FINANCIAL GROUP | History | Added to | 19,446 | 2,146 | 1.23% | 0.95% | 298 | +4,340 | 28.73% | Q1 2026 | Apr 08, 2026 |
| Financial Plan, Inc. | History | Reduced | 19,275 | 2,127 | 0.23% | 0.25% | 299 | -667 | -3.34% | Q1 2026 | Apr 24, 2026 |
| Abacus Planning Group, Inc. | History | No change | 19,120 | 2,110 | 0.28% | 0.28% | 300 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |