iSHARES TRUST - SHY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Reduced | 22,530,443 | 1,860,338 | 0.11% | 0.13% | 1 | -4,115,838 | -15.45% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 19,190,886 | 1,584,586 | 2.77% | 2.83% | 2 | +1,226,127 | 6.83% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 15,649,532 | 1,292,181 | 0.09% | 0.07% | 3 | +3,451,890 | 28.3% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 12,507,304 | 1,031,852 | 0.07% | 0.06% | 4 | +1,897,603 | 17.89% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Reduced | 11,690,655 | 965,297 | 0.02% | 0.02% | 5 | -1,922,861 | -14.12% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,404,924 | 528,869 | 0.12% | 0.09% | 6 | +1,608,875 | 33.55% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 5,873,249 | 484,954 | 0.13% | 0.14% | 7 | -424,413 | -6.74% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 5,714,853 | 471,875 | 0.09% | 0.08% | 8 | +500,912 | 9.61% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 5,713,736 | 471,783 | 0.09% | 0.08% | 9 | +165,473 | 2.98% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 4,824,310 | 398,343 | 0.06% | 0.08% | 10 | -846,499 | -14.93% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 4,578,604 | 378,054 | 0.12% | 0.11% | 11 | +322,542 | 7.58% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 4,078,817 | 336,787 | 0.02% | 0.0% | 12 | +3,169,398 | 348.51% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,667,773 | 302,847 | 0.11% | 0.1% | 13 | +319,708 | 9.55% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,589,997 | 296,426 | 0.08% | 0.09% | 14 | +96,911 | 2.77% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,515,652 | 290,286 | 0.05% | 0.05% | 15 | -51,268 | -1.44% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 3,175,680 | 262,215 | 0.53% | 0.37% | 16 | +1,002,453 | 46.13% | Q1 2026 | May 06, 2026 |
| PineBridge Investments Asia Ltd | History | Reduced | 2,737,000 | 225,994 | 78.12% | 78.19% | 17 | -530,000 | -16.22% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 2,503,641 | 206,725 | 0.29% | 0.32% | 18 | -153,722 | -5.78% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,428,740 | 200,541 | 0.12% | 0.09% | 19 | +372,529 | 18.12% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,303,377 | 190,189 | 0.26% | 0.25% | 20 | +4,765 | 0.21% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,505,922 | 124,343 | 0.11% | 0.1% | 21 | +124,501 | 9.01% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,481,506 | 122,327 | 0.08% | 0.07% | 22 | +191,403 | 14.84% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Reduced | 1,249,777 | 103,194 | 0.11% | 0.12% | 23 | -69,759 | -5.29% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,222,342 | 100,928 | 0.02% | 0.02% | 24 | -7,702 | -0.63% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Added to | 1,116,682 | 92,211 | 4.02% | 4.07% | 25 | +4,881 | 0.44% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 1,090,879 | 90,073 | 0.08% | 0.15% | 26 | -1,149,833 | -51.32% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,073,029 | 88,599 | 0.45% | 0.67% | 27 | -399,695 | -27.14% | Q1 2026 | May 08, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | New | 1,065,147 | 87,949 | 21.8% | — | 28 | +1,065,147 | New | Q1 2026 | Apr 22, 2026 |
| Wealthfront Advisers LLC | History | Added to | 1,014,778 | 83,790 | 0.18% | 0.14% | 29 | +267,633 | 35.82% | Q1 2026 | May 05, 2026 |
| GenWealth Group, Inc. | History | New | 996,294 | 82,263 | 14.07% | — | 30 | +996,294 | New | Q1 2026 | May 11, 2026 |
| TFC Financial Management, Inc. | History | Added to | 990,689 | 81,801 | 10.08% | 9.69% | 31 | +58,210 | 6.24% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 976,996 | 80,684 | 0.12% | 0.1% | 32 | +150,986 | 18.28% | Q1 2026 | May 15, 2026 |
| Americana Partners, LLC | History | Added to | 954,683 | 78,828 | 2.05% | 0.02% | 33 | +946,208 | 11164.7% | Q1 2026 | May 12, 2026 |
| Tanglewood Wealth Management, Inc. | History | Added to | 932,323 | 76,981 | 6.38% | 0.06% | 34 | +924,949 | 12543.38% | Q1 2026 | Apr 20, 2026 |
| Lido Advisors, LLC | History | Added to | 929,810 | 76,774 | 0.23% | 0.22% | 35 | +59,007 | 6.78% | Q1 2026 | May 13, 2026 |
| Transmarket Holdings LP | History | Added to | 924,845 | 76,364 | 40.79% | 29.63% | 36 | +435,021 | 88.81% | Q1 2026 | May 13, 2026 |
| AIA Group Ltd | History | Added to | 890,071 | 73,493 | 1.07% | 0.93% | 37 | +138,994 | 18.51% | Q1 2026 | May 06, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 883,398 | 72,942 | 1.14% | 1.28% | 38 | -9,291 | -1.04% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 882,245 | 72,846 | 0.01% | 0.01% | 39 | -240,083 | -21.39% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 877,639 | 72,466 | 2.46% | 2.56% | 40 | +19,161 | 2.23% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Reduced | 834,633 | 68,915 | 0.03% | 0.05% | 41 | -536,208 | -39.12% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 831,189 | 68,631 | 1.42% | 1.6% | 42 | -77,281 | -8.51% | Q1 2026 | Apr 27, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 823,328 | 67,982 | 1.47% | 1.36% | 43 | +86,934 | 11.81% | Q1 2026 | May 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Added to | 782,135 | 64,580 | 2.65% | 2.52% | 44 | +37,332 | 5.01% | Q1 2026 | Apr 14, 2026 |
| Quent Capital, LLC | History | Added to | 772,073 | 63,750 | 4.52% | 3.85% | 45 | +127,132 | 19.71% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 765,280 | 63,189 | 0.08% | 0.08% | 46 | -14,477 | -1.86% | Q1 2026 | May 14, 2026 |
| GM Advisory Group, LLC | History | Added to | 757,390 | 62,537 | 2.41% | 2.41% | 47 | +15,642 | 2.11% | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | Reduced | 749,919 | 61,920 | 0.01% | 0.04% | 48 | -1,215,983 | -61.85% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 749,144 | 61,857 | 0.07% | 0.08% | 49 | -127,848 | -14.58% | Q1 2026 | May 05, 2026 |
| ATWOOD & PALMER INC | History | Added to | 717,219 | 59,220 | 3.34% | 3.27% | 50 | +22,248 | 3.2% | Q1 2026 | Apr 15, 2026 |
| Amundi | History | Reduced | 669,900 | 55,313 | 0.02% | 0.02% | 51 | -300 | -0.04% | Q1 2026 | May 15, 2026 |
| Mizuho Markets Cayman LP | History | Reduced | 650,000 | 53,670 | 2.89% | 6.15% | 52 | -822,100 | -55.85% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 645,218 | 53,275 | 0.1% | 0.08% | 53 | +353,719 | 121.34% | Q1 2026 | May 01, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 641,570 | 52,975 | 0.86% | 0.3% | 54 | +463,459 | 260.21% | Q1 2026 | Apr 21, 2026 |
| Cetera Investment Advisers | History | Added to | 613,460 | 50,653 | 0.05% | 0.05% | 55 | +35,836 | 6.2% | Q1 2026 | May 13, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | No change | 605,726 | 50,014 | 0.87% | 0.82% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 604,783 | 49,936 | 0.02% | 0.02% | 57 | +37,910 | 6.69% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 588,116 | 48,560 | 0.13% | 0.15% | 58 | -169,235 | -22.35% | Q1 2026 | May 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 575,105 | 47,486 | 0.36% | 0.39% | 59 | -43,873 | -7.09% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 573,020 | 47,314 | 0.37% | 0.36% | 60 | -26,529 | -4.42% | Q1 2026 | May 15, 2026 |
| America First Investment Advisors, LLC | History | Added to | 537,036 | 44,343 | 8.27% | 7.62% | 61 | +31,674 | 6.27% | Q1 2026 | May 08, 2026 |
| Silicon Valley Capital Partners | History | Reduced | 511,999 | 42,275 | 4.14% | 4.01% | 62 | -20,286 | -3.81% | Q1 2026 | May 19, 2026 |
| STEPHENS INC /AR/ | History | Added to | 503,696 | 41,590 | 0.52% | 0.5% | 63 | +18,494 | 3.81% | Q1 2026 | Apr 28, 2026 |
| Modern Wealth Management, LLC | History | Added to | 469,791 | 38,673 | 0.66% | 0.66% | 64 | +35,817 | 8.25% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 448,935 | 37,068 | 0.17% | 0.14% | 65 | +87,436 | 24.19% | Q1 2026 | Apr 24, 2026 |
| Curi Capital, LLC | History | Added to | 436,635 | 36,052 | 0.64% | 0.62% | 66 | +6,230 | 1.45% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Added to | 426,329 | 35,201 | 0.12% | 0.1% | 67 | +54,845 | 14.76% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 423,090 | 34,934 | 0.06% | 0.06% | 68 | +21,086 | 5.25% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 421,143 | 34,773 | 0.06% | 0.06% | 69 | -27,700 | -6.17% | Q1 2026 | May 05, 2026 |
| Dakota Wealth Management | History | Added to | 420,006 | 34,679 | 0.75% | 0.58% | 70 | +24,192 | 6.11% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 415,585 | 34,210 | 0.32% | 0.28% | 71 | +96,630 | 30.3% | Q1 2026 | Apr 07, 2026 |
| Advisors Preferred, LLC | History | New | 410,623 | 33,905 | 4.99% | — | 72 | +410,623 | New | Q1 2026 | May 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 409,537 | 33,815 | 0.12% | 0.11% | 73 | +46,468 | 12.8% | Q1 2026 | Apr 24, 2026 |
| CX Institutional | History | Added to | 408,854 | 33,759 | 1.03% | 0.99% | 74 | +6,688 | 1.66% | Q1 2026 | Apr 06, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 399,079 | 32,951 | 0.26% | 0.24% | 75 | +34,676 | 9.52% | Q1 2026 | May 14, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Added to | 398,796 | 32,928 | 0.94% | 0.6% | 76 | +147,479 | 58.68% | Q1 2026 | May 12, 2026 |
| Edge Wealth Management LLC | History | Added to | 390,457 | 32,240 | 5.51% | 5.6% | 77 | +7,484 | 1.95% | Q1 2026 | Apr 20, 2026 |
| SouthState Bank Corp | History | Reduced | 387,632 | 32,006 | 1.49% | 1.49% | 78 | -14,554 | -3.62% | Q1 2026 | May 05, 2026 |
| Proficio Capital Partners LLC | History | Reduced | 387,079 | 31,961 | 1.71% | 3.5% | 79 | -214,757 | -35.68% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 441,671 | 31,914 | 0.06% | 0.06% | 80 | -125,855 | -22.18% | Q1 2026 | Apr 08, 2026 |
| ALLIANZ SE | History | Added to | 365,401 | 30,171 | 0.33% | 0.37% | 81 | +15,486 | 4.43% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 362,866 | 30,052 | 0.12% | 0.12% | 82 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Corient Private Wealth LLC | History | Reduced | 355,543 | 29,170 | 0.04% | 0.04% | 83 | -8,546 | -2.35% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 352,696 | 29,121 | 0.03% | 0.03% | 84 | +38,790 | 12.36% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 340,654 | 28,127 | 0.37% | 0.4% | 85 | +2,081 | 0.61% | Q1 2026 | May 15, 2026 |
| Fiduciary Group, LLC | History | Reduced | 337,819 | 27,893 | 2.38% | 2.41% | 86 | -8,508 | -2.46% | Q1 2026 | May 11, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | Added to | 334,883 | 27,527 | 20.62% | 0.65% | 87 | +323,662 | 2884.43% | Q1 2026 | May 05, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 332,168 | 27,287 | 0.19% | 0.02% | 88 | +294,660 | 785.59% | Q1 2026 | May 14, 2026 |
| Santa Clara Valley Transportation Authority | History | No change | 329,537 | 27,209 | 22.63% | 22.94% | 89 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ELEMENT POINTE ADVISORS, LLC | History | Reduced | 326,561 | 26,964 | 5.09% | 5.38% | 90 | -9,205 | -2.74% | Q1 2026 | May 07, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 323,277 | 26,692 | 3.33% | — | 91 | +323,277 | New | Q1 2026 | Apr 21, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 321,540 | 26,560 | 1.83% | 1.27% | 92 | +144,894 | 82.03% | Q1 2026 | May 18, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 319,290 | 26,363 | 0.13% | 0.14% | 93 | +13,920 | 4.56% | Q1 2026 | May 13, 2026 |
| Innova Wealth Partners | History | Added to | 318,143 | 26,269 | 12.43% | 5.66% | 94 | +182,540 | 134.61% | Q1 2026 | Apr 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 312,333 | 25,789 | 0.61% | 0.52% | 95 | +53,149 | 20.51% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 309,586 | 25,562 | 0.04% | 0.03% | 96 | +21,545 | 7.48% | Q1 2026 | Apr 27, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | New | 309,201 | 25,530 | 8.11% | — | 97 | +309,201 | New | Q1 2026 | Apr 24, 2026 |
| DRW Securities, LLC | History | Added to | 304,727 | 25,161 | 0.35% | 0.22% | 98 | +204,488 | 204.0% | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Added to | 303,288 | 25,042 | 0.7% | 0.67% | 99 | +8,775 | 2.98% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 299,915 | 24,838 | 0.01% | 0.01% | 100 | -103,913 | -25.73% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 300,715 | 24,830 | 0.06% | 0.07% | 101 | -3,741 | -1.23% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 298,512 | 24,648 | 0.1% | 0.1% | 102 | +985 | 0.33% | Q1 2026 | May 13, 2026 |
| Birchcreek Wealth Management, LLC | History | Added to | 292,449 | 24,147 | 11.63% | 11.57% | 103 | +8,006 | 2.81% | Q1 2026 | May 08, 2026 |
| Moment Partners, LLC | History | New | 288,044 | 23,783 | 4.24% | — | 104 | +288,044 | New | Q1 2026 | May 04, 2026 |
| Baird Financial Group, Inc. | History | Added to | 287,752 | 23,759 | 0.04% | 0.04% | 105 | +15,144 | 5.56% | Q1 2026 | May 14, 2026 |
| NIXON PEABODY TRUST CO | History | Added to | 282,107 | 23,293 | 1.85% | 1.71% | 106 | +10,087 | 3.71% | Q1 2026 | Apr 27, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 281,972 | 23,282 | 0.23% | 0.24% | 107 | -15,266 | -5.14% | Q1 2026 | May 08, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | New | 279,548 | 23,082 | 0.19% | — | 108 | +279,548 | New | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 278,431 | 22,990 | 0.09% | 0.08% | 109 | +57,549 | 26.05% | Q1 2026 | Apr 30, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 271,122 | 22,386 | 0.31% | 0.13% | 110 | +163,094 | 150.97% | Q1 2026 | May 12, 2026 |
| Clarity Financial LLC | History | Added to | 262,188 | 21,648 | 2.35% | 1.93% | 111 | +10,699 | 4.25% | Q1 2026 | May 01, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | Reduced | 251,457 | 20,762 | 9.61% | 13.65% | 112 | -84,188 | -25.08% | Q1 2026 | Apr 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 246,716 | 20,371 | 0.01% | 0.01% | 113 | +3,492 | 1.44% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners OCIO LLC | History | Added to | 244,395 | 20,179 | 1.21% | 0.35% | 114 | +168,890 | 223.68% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 244,153 | 20,159 | 0.64% | 0.7% | 115 | -18,106 | -6.9% | Q1 2026 | Apr 08, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 243,150 | 20,076 | 0.47% | 0.45% | 116 | -3,513 | -1.42% | Q1 2026 | May 13, 2026 |
| Procyon Advisors, LLC | History | Reduced | 241,420 | 19,934 | 0.98% | 1.12% | 117 | -31,790 | -11.64% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 236,598 | 19,493 | 0.01% | 0.01% | 118 | +31,561 | 15.39% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Added to | 234,801 | 19,387 | 0.67% | 0.52% | 119 | +51,725 | 28.25% | Q1 2026 | May 15, 2026 |
| CVS HEALTH Corp | History | New | 233,100 | 19,247 | 9.07% | — | 120 | +233,100 | New | Q1 2026 | May 07, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 230,419 | 19,026 | 0.24% | 0.25% | 121 | -5,371 | -2.28% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 228,030 | 18,828 | 0.2% | 0.25% | 122 | -31,875 | -12.26% | Q1 2026 | Apr 20, 2026 |
| Ballast, Inc. | History | Added to | 221,415 | 18,282 | 4.23% | 4.15% | 123 | +7,054 | 3.29% | Q1 2026 | May 15, 2026 |
| Virtue Capital Management, LLC | History | Added to | 213,578 | 17,620 | 2.68% | 0.3% | 124 | +200,630 | 1549.51% | Q1 2026 | May 07, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 211,813 | 17,489 | 1.05% | 0.95% | 125 | +23,070 | 12.22% | Q1 2026 | May 13, 2026 |
| INSIGHT 2811, INC. | History | Added to | 211,194 | 17,438 | 7.29% | 7.61% | 126 | +2,841 | 1.36% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 210,534 | 17,383 | 0.1% | 0.12% | 127 | -38,177 | -15.35% | Q1 2026 | May 15, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 209,768 | 17,320 | 1.99% | 1.86% | 128 | +7,122 | 3.51% | Q1 2026 | Apr 24, 2026 |
| MBL Wealth, LLC | History | Added to | 207,071 | 17,097 | 1.29% | 1.29% | 129 | +13,155 | 6.78% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 206,054 | 17,013 | 0.0% | 0.01% | 130 | -439,921 | -68.1% | Q1 2026 | May 12, 2026 |
| Portfolio Design Labs, LLC | History | Added to | 205,958 | 17,005 | 3.02% | 2.02% | 131 | +58,390 | 39.57% | Q1 2026 | May 11, 2026 |
| Global Trust Asset Management, LLC | History | Added to | 202,776 | 16,743 | 6.4% | 6.03% | 132 | +18,504 | 10.04% | Q1 2026 | Apr 23, 2026 |
| Acorns Advisers, LLC | History | Added to | 201,237 | 16,616 | 0.12% | 0.12% | 133 | +305 | 0.15% | Q1 2026 | May 14, 2026 |
| DT Investment Partners, LLC | History | Added to | 200,329 | 16,541 | 1.38% | 1.31% | 134 | +9,213 | 4.82% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 199,938 | 16,504 | 0.1% | 0.13% | 135 | -55,771 | -21.81% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 199,863 | 16,502 | 0.77% | 0.68% | 136 | +19,708 | 10.94% | Q1 2026 | Apr 29, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 199,455 | 16,468 | 0.14% | 0.13% | 137 | -16,820 | -7.78% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 194,098 | 15,991 | 0.2% | 0.25% | 138 | -33,060 | -14.55% | Q1 2026 | May 06, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 184,739 | 15,253 | 0.87% | 0.82% | 139 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hughes Financial Services, LLC | History | Added to | 180,139 | 14,874 | 2.29% | 2.28% | 140 | +4,661 | 2.66% | Q1 2026 | Apr 29, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 179,261 | 14,801 | 3.2% | — | 141 | +179,261 | New | Q1 2026 | May 13, 2026 |
| StrongBox Wealth, LLC | History | Added to | 178,319 | 14,723 | 4.71% | 4.48% | 142 | +13,862 | 8.43% | Q1 2026 | May 08, 2026 |
| Elevate Capital Advisors, LLC | History | Added to | 176,886 | 14,605 | 9.45% | 3.42% | 143 | +114,496 | 183.52% | Q1 2026 | Apr 23, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 174,078 | 14,373 | 1.94% | 1.78% | 144 | +17,699 | 11.32% | Q1 2026 | May 04, 2026 |
| Ifrah Financial Services, Inc. | History | Added to | 172,642 | 14,255 | 3.77% | 3.24% | 145 | +20,489 | 13.47% | Q1 2026 | Apr 22, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 170,913 | 14,175 | 1.27% | 1.12% | 146 | +18,387 | 12.05% | Q1 2026 | May 11, 2026 |
| Pallas Capital Advisors LLC | History | New | 171,450 | 14,156 | 0.53% | — | 147 | +171,450 | New | Q1 2026 | Apr 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 167,601 | 13,838 | 0.77% | 0.25% | 148 | +114,280 | 214.32% | Q1 2026 | Apr 30, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 162,457 | 13,414 | 0.17% | 0.16% | 149 | +16,668 | 11.43% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 161,498 | 13,334 | 0.02% | 0.02% | 150 | -22,964 | -12.45% | Q1 2026 | May 15, 2026 |
| Members Advisory Group LLC | History | New | 161,373 | 13,324 | 4.57% | — | 151 | +161,373 | New | Q1 2026 | May 05, 2026 |
| 1832 Asset Management L.P. | History | Added to | 157,401 | 12,996 | 0.01% | 0.01% | 152 | +3,574 | 2.32% | Q1 2026 | May 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 157,002 | 12,963 | 1.38% | 1.39% | 153 | +2,043 | 1.32% | Q1 2026 | May 06, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 155,651 | 12,852 | 1.47% | 0.3% | 154 | +124,789 | 404.35% | Q1 2026 | Apr 15, 2026 |
| Barry Investment Advisors, LLC | History | Added to | 154,991 | 12,797 | 2.82% | 2.4% | 155 | +24,949 | 19.19% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 154,817 | 12,783 | 0.27% | 0.21% | 156 | +43,990 | 39.69% | Q1 2026 | Apr 13, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Reduced | 153,125 | 12,643 | 1.02% | 1.12% | 157 | -10,872 | -6.63% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 152,478 | 12,590 | 0.65% | 0.66% | 158 | +2,097 | 1.39% | Q1 2026 | Apr 17, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 152,471 | 12,589 | 0.08% | 0.07% | 159 | +20,580 | 15.6% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 150,877 | 12,458 | 0.03% | 0.02% | 160 | +49,140 | 48.3% | Q1 2026 | Apr 22, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Reduced | 149,814 | 12,370 | 1.73% | 2.0% | 161 | -19,246 | -11.38% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 147,415 | 12,172 | 0.1% | 0.14% | 162 | +2,337 | 1.61% | Q1 2026 | May 15, 2026 |
| Argent Advisors, Inc. | History | Added to | 146,725 | 12,115 | 3.31% | 3.34% | 163 | +2,096 | 1.45% | Q1 2026 | Apr 24, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 146,740 | 12,097 | 1.53% | 1.53% | 164 | +8,709 | 6.31% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 146,396 | 12,088 | 0.09% | 0.06% | 165 | +57,646 | 64.95% | Q1 2026 | Apr 07, 2026 |
| Clearstead Advisors, LLC | History | Added to | 145,672 | 12,028 | 0.11% | 0.09% | 166 | +58,650 | 67.4% | Q1 2026 | May 06, 2026 |
| Capital Investment Services of America, Inc. | History | Reduced | 144,350 | 11,918 | 1.24% | 1.13% | 167 | -700 | -0.48% | Q1 2026 | Apr 27, 2026 |
| CRITERIA CAIXA, S.A.U. | History | No change | 2,000,000 | 11,846 | 50.24% | 4.08% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 142,615 | 11,775 | 0.01% | 0.0% | 169 | +24,687 | 20.93% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 141,791 | 11,707 | 0.01% | 0.01% | 170 | -14,056 | -9.02% | Q1 2026 | May 12, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 137,625 | 11,363 | 0.76% | 0.75% | 171 | +4,992 | 3.76% | Q1 2026 | May 12, 2026 |
| Net Worth Advisory Group | History | Added to | 135,598 | 11,196 | 2.32% | 2.23% | 172 | +2,187 | 1.64% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 133,136 | 10,993 | 0.03% | 0.03% | 173 | +10,934 | 8.95% | Q1 2026 | May 14, 2026 |
| Main Management LLC | History | Added to | 132,756 | 10,962 | 0.8% | 0.13% | 174 | +110,573 | 498.46% | Q1 2026 | May 14, 2026 |
| Northstar Advisory Group, LLC | History | New | 128,988 | 10,650 | 3.97% | — | 175 | +128,988 | New | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Added to | 128,219 | 10,587 | 0.12% | 0.11% | 176 | +16,737 | 15.01% | Q1 2026 | Apr 16, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 127,556 | 10,532 | 3.58% | 3.41% | 177 | +9,989 | 8.5% | Q1 2026 | Apr 17, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 127,532 | 10,530 | 1.65% | 1.54% | 178 | +8,917 | 7.52% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Reduced | 124,653 | 10,292 | 0.06% | 0.09% | 179 | -68,748 | -35.55% | Q1 2026 | May 15, 2026 |
| MBA Advisors LLC | History | Added to | 124,132 | 10,249 | 3.94% | 3.75% | 180 | +11,787 | 10.49% | Q1 2026 | Apr 20, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 122,478 | 10,113 | 1.13% | 1.14% | 181 | -3,533 | -2.8% | Q1 2026 | Apr 24, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Reduced | 122,409 | 10,107 | 0.2% | 0.18% | 182 | -1,735 | -1.4% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 119,744 | 9,887 | 0.0% | 0.03% | 183 | +2,950 | 2.53% | Q1 2026 | May 04, 2026 |
| Pointe Capital Management LLC | History | Added to | 118,543 | 9,788 | 4.85% | 4.49% | 184 | +9,295 | 8.51% | Q1 2026 | May 15, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Added to | 117,887 | 9,733 | 0.37% | 0.33% | 185 | +11,511 | 10.82% | Q1 2026 | May 12, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 115,955 | 9,574 | 0.55% | 0.11% | 186 | +91,461 | 373.4% | Q1 2026 | Apr 20, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 115,875 | 9,567 | 2.47% | 1.56% | 187 | +40,929 | 54.61% | Q1 2026 | May 07, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 115,152 | 9,508 | 5.06% | 5.29% | 188 | -3,896 | -3.27% | Q1 2026 | Apr 16, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 114,783 | 9,477 | 0.05% | 0.04% | 189 | -15,922 | -12.18% | Q1 2026 | Apr 29, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 114,331 | 9,440 | 0.14% | 0.15% | 190 | -7,556 | -6.2% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 114,008 | 9,413 | 0.15% | 0.16% | 191 | -2,426 | -2.08% | Q1 2026 | Apr 27, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 113,796 | 9,396 | 0.13% | 0.14% | 192 | +5,796 | 5.37% | Q1 2026 | Apr 10, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | Added to | 113,233 | 9,349 | 2.85% | 2.63% | 193 | +5,787 | 5.39% | Q1 2026 | May 13, 2026 |
| Alamar Capital Management, LLC | History | Added to | 113,224 | 9,348 | 5.71% | 4.43% | 194 | +16,302 | 16.82% | Q1 2026 | May 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 112,160 | 9,261 | 0.27% | 0.15% | 195 | +49,450 | 78.86% | Q1 2026 | May 11, 2026 |
| Buttonwood Financial Advisors Inc. | History | Added to | 110,735 | 9,143 | 3.06% | 2.9% | 196 | +5,612 | 5.34% | Q1 2026 | Apr 21, 2026 |
| Symmetry Partners, LLC | History | Added to | 110,020 | 9,084 | 0.52% | 0.53% | 197 | +2,763 | 2.58% | Q1 2026 | Apr 27, 2026 |
| Betterment LLC | History | Added to | 107,647 | 8,888 | 0.02% | 0.02% | 198 | +8,377 | 8.44% | Q1 2026 | May 14, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 107,381 | 8,866 | 3.85% | 3.73% | 199 | +5,075 | 4.96% | Q1 2026 | May 12, 2026 |
| LWM ADVISORS INC | History | Added to | 107,313 | 8,860 | 7.69% | 7.77% | 200 | +645 | 0.6% | Q1 2026 | Apr 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 106,582 | 8,800 | 0.49% | 0.53% | 201 | -6,937 | -6.11% | Q1 2026 | Apr 20, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Reduced | 106,551 | 8,797 | 4.73% | 4.72% | 202 | -788 | -0.73% | Q1 2026 | May 14, 2026 |
| Invariant Investment Management | History | Reduced | 106,422 | 8,773 | 5.4% | 5.69% | 203 | -868 | -0.81% | Q1 2026 | Apr 13, 2026 |
| Members Trust Co | History | Reduced | 105,463 | 8,708 | 0.29% | 0.3% | 204 | -4,792 | -4.35% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 105,038 | 8,672 | 0.07% | 0.12% | 205 | -93,652 | -47.13% | Q1 2026 | May 11, 2026 |
| NerdWallet Wealth Partners, LLC | History | Reduced | 103,691 | 8,561 | 3.74% | 4.14% | 206 | -7,952 | -7.12% | Q1 2026 | May 05, 2026 |
| Beacon Wealthcare LLC | History | Added to | 103,519 | 8,547 | 3.01% | 2.88% | 207 | +2,323 | 2.3% | Q1 2026 | Apr 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 103,002 | 8,504 | 0.06% | 0.05% | 208 | +33,429 | 48.05% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 102,136 | 8,431 | 0.01% | 0.01% | 209 | +30,305 | 42.19% | Q1 2026 | May 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 101,859 | 8,410 | 0.61% | 0.52% | 210 | +8,480 | 9.08% | Q1 2026 | Apr 20, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 101,739 | 8,400 | 1.09% | 1.24% | 211 | -13,824 | -11.96% | Q1 2026 | Apr 23, 2026 |
| Midwest Heritage Bank, FSB | History | Added to | 100,955 | 8,335 | 2.67% | 2.34% | 212 | +19,008 | 23.2% | Q1 2026 | Apr 15, 2026 |
| Shira Ridge Wealth Management | History | Added to | 100,447 | 8,293 | 3.28% | 1.65% | 213 | +50,876 | 102.63% | Q1 2026 | Apr 13, 2026 |
| Eley Financial Management, Inc | History | Added to | 100,280 | 8,280 | 2.99% | 2.91% | 214 | +2,572 | 2.63% | Q1 2026 | May 19, 2026 |
| Tidal Investments LLC | History | New | 99,828 | 8,240 | 0.02% | — | 215 | +99,828 | New | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | Added to | 97,793 | 8,074 | 0.09% | 0.07% | 216 | +9,233 | 10.43% | Q1 2026 | May 15, 2026 |
| KFA Private Wealth Group, LLC | History | Added to | 97,461 | 8,047 | 1.93% | 1.86% | 217 | +5,265 | 5.71% | Q1 2026 | Apr 20, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 97,229 | 8,028 | 0.12% | 0.05% | 218 | +57,868 | 147.02% | Q1 2026 | May 13, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 97,005 | 8,009 | 1.77% | 1.42% | 219 | +16,520 | 20.53% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Added to | 96,345 | 7,955 | 0.27% | 0.26% | 220 | +1,499 | 1.58% | Q1 2026 | Apr 22, 2026 |
| Heck Capital Advisors, LLC | History | Reduced | 95,642 | 7,897 | 0.59% | 0.73% | 221 | -22,540 | -19.07% | Q1 2026 | Apr 16, 2026 |
| Mutual Advisors, LLC | History | Added to | 95,419 | 7,878 | 0.17% | 0.16% | 222 | +5,123 | 5.67% | Q1 2026 | May 01, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 94,954 | 7,840 | 0.43% | 0.5% | 223 | -14,672 | -13.38% | Q1 2026 | May 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 94,289 | 7,806 | 0.05% | 0.05% | 224 | +10,542 | 12.59% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 94,290 | 7,785 | 0.0% | 0.0% | 225 | -33,538 | -26.24% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | Reduced | 93,900 | 7,753 | 0.8% | 1.33% | 226 | -64,049 | -40.55% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 92,026 | 7,621 | 0.14% | 0.14% | 227 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 92,145 | 7,608 | 0.58% | 0.15% | 228 | +68,970 | 297.61% | Q1 2026 | Apr 08, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 90,911 | 7,506 | 2.25% | 2.01% | 229 | +2,462 | 2.78% | Q1 2026 | Apr 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 90,453 | 7,468 | 0.04% | 0.05% | 230 | -9,104 | -9.14% | Q1 2026 | May 05, 2026 |
| DURANTE & WATERS, LLC | History | Reduced | 90,300 | 7,456 | 5.4% | 5.28% | 231 | -1,033 | -1.13% | Q1 2026 | May 06, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 89,845 | 7,418 | 0.44% | 1.62% | 232 | -245,281 | -73.19% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | Reduced | 89,686 | 7,405 | 0.16% | 0.16% | 233 | -4,154 | -4.43% | Q1 2026 | May 15, 2026 |
| Values First Advisors, Inc. | History | Added to | 89,406 | 7,382 | 3.85% | 3.75% | 234 | +2,044 | 2.34% | Q1 2026 | Apr 17, 2026 |
| BayBridge Capital Group, LLC | History | No change | 88,665 | 7,343 | 4.55% | 4.55% | 235 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Well Done, LLC | History | Added to | 88,181 | 7,281 | 1.07% | 0.76% | 236 | +26,488 | 42.94% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 88,153 | 7,278 | 0.08% | 0.07% | 237 | +16,326 | 22.73% | Q1 2026 | Apr 23, 2026 |
| Cerro Pacific Wealth Advisors LLC | History | Added to | 87,220 | 7,201 | 1.89% | 1.71% | 238 | +10,424 | 13.57% | Q1 2026 | Apr 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 86,138 | 7,112 | 0.08% | 0.1% | 239 | -4,836 | -5.32% | Q1 2026 | May 15, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 85,802 | 7,084 | 0.45% | 0.45% | 240 | +775 | 0.91% | Q1 2026 | Apr 14, 2026 |
| NBT BANK N A /NY | History | Reduced | 85,336 | 7,046 | 0.46% | 0.49% | 241 | -6,060 | -6.63% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 85,184 | 7,033 | 0.13% | 0.12% | 242 | +7,100 | 9.09% | Q1 2026 | May 11, 2026 |
| BRADY FAMILY WEALTH, LLC | History | Added to | 84,997 | 7,018 | 2.19% | 1.84% | 243 | +13,100 | 18.22% | Q1 2026 | Apr 08, 2026 |
| Allianz Asset Management GmbH | History | Added to | 84,773 | 6,999 | 0.01% | 0.0% | 244 | +28,932 | 51.81% | Q1 2026 | May 11, 2026 |
| Independent Solutions Wealth Management, LLC | History | Added to | 84,761 | 6,998 | 1.03% | 1.23% | 245 | +3,934 | 4.87% | Q1 2026 | Apr 27, 2026 |
| Donoghue Forlines LLC | History | New | 84,477 | 6,975 | 1.93% | — | 246 | +84,477 | New | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 84,449 | 6,972 | 0.04% | 0.04% | 247 | -1,165 | -1.36% | Q1 2026 | Apr 15, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 83,563 | 6,899 | 5.23% | 5.24% | 248 | +7,620 | 10.03% | Q1 2026 | Apr 27, 2026 |
| &PARTNERS | History | Reduced | 83,517 | 6,895 | 0.03% | 0.04% | 249 | -4,817 | -5.45% | Q1 2026 | May 15, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 83,352 | 6,882 | 0.42% | 0.43% | 250 | -4,086 | -4.67% | Q1 2026 | May 01, 2026 |
| Boltwood Capital Management | History | Added to | 83,325 | 6,880 | 1.75% | 1.7% | 251 | +4,315 | 5.46% | Q1 2026 | Apr 07, 2026 |
| Napier Financial, LLC | History | Reduced | 83,257 | 6,874 | 1.58% | 1.73% | 252 | -386 | -0.46% | Q1 2026 | May 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 81,759 | 6,750 | 0.08% | 0.08% | 253 | +6,205 | 8.21% | Q1 2026 | Apr 20, 2026 |
| Broyhill Asset Management, LLC | History | Reduced | 81,724 | 6,747 | 6.23% | 7.49% | 254 | -20,993 | -20.44% | Q1 2026 | May 06, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 81,353 | 6,717 | 0.12% | 0.12% | 255 | +2,457 | 3.11% | Q1 2026 | Apr 10, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 80,619 | 6,656 | 3.72% | 9.9% | 256 | -148,493 | -64.81% | Q1 2026 | Apr 10, 2026 |
| Kooman & Associates | History | Added to | 79,939 | 6,600 | 1.97% | 1.91% | 257 | +1,984 | 2.55% | Q1 2026 | Apr 21, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 79,151 | 6,531 | 1.02% | 1.1% | 258 | -3,079 | -3.74% | Q1 2026 | Apr 23, 2026 |
| SYNTAX RESEARCH, INC. | History | Added to | 79,048 | 6,527 | 4.15% | 4.04% | 259 | +33 | 0.04% | Q1 2026 | Apr 24, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 78,918 | 6,516 | 3.96% | 4.36% | 260 | +592 | 0.76% | Q1 2026 | Apr 21, 2026 |
| Balefire, LLC | History | Reduced | 78,270 | 6,462 | 1.22% | 2.12% | 261 | -53,375 | -40.54% | Q1 2026 | May 07, 2026 |
| Larson Financial Group LLC | History | Added to | 76,423 | 6,310 | 0.2% | 0.11% | 262 | +36,738 | 92.57% | Q1 2026 | May 15, 2026 |
| Bouvel Investment Partners, LLC | History | Reduced | 76,128 | 6,285 | 1.82% | 1.86% | 263 | -1,676 | -2.15% | Q1 2026 | Apr 10, 2026 |
| Modus Advisors, LLC | History | Added to | 76,053 | 6,279 | 1.73% | 1.52% | 264 | +6,564 | 9.45% | Q1 2026 | May 04, 2026 |
| MARINER INVESTMENT GROUP LLC | History | Added to | 75,817 | 6,260 | 1.81% | 0.01% | 265 | +73,181 | 2776.21% | Q1 2026 | May 05, 2026 |
| Able Wealth Management LLC | History | Added to | 75,529 | 6,236 | 1.67% | 1.83% | 266 | +5,704 | 8.17% | Q1 2026 | Apr 24, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 75,444 | 6,229 | 0.22% | 0.28% | 267 | -21,236 | -21.97% | Q1 2026 | Apr 14, 2026 |
| Great Lakes Retirement, Inc. | History | Added to | 75,292 | 6,216 | 0.64% | 0.59% | 268 | +7,012 | 10.27% | Q1 2026 | May 06, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 75,220 | 6,210 | 0.03% | 0.03% | 269 | +25,617 | 51.64% | Q1 2026 | May 15, 2026 |
| Bison Wealth, LLC | History | Added to | 75,446 | 6,200 | 0.6% | 0.68% | 270 | +1,829 | 2.48% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 74,965 | 6,189 | 0.12% | 0.01% | 271 | +68,722 | 1100.78% | Q1 2026 | May 14, 2026 |
| Strategic Blueprint, LLC | History | Added to | 74,646 | 6,163 | 0.36% | 0.35% | 272 | +2,228 | 3.08% | Q1 2026 | Apr 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 74,581 | 6,158 | 0.09% | 0.08% | 273 | +6,289 | 9.21% | Q1 2026 | May 01, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 74,182 | 6,125 | 6.38% | 6.12% | 274 | -1,036 | -1.38% | Q1 2026 | Apr 29, 2026 |
| Biltmore Family Office, LLC | History | Added to | 72,823 | 6,013 | 0.84% | 0.78% | 275 | +4,512 | 6.61% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 72,800 | 6,011 | 0.02% | 0.01% | 276 | +6,554 | 9.89% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 72,424 | 5,980 | 0.07% | 0.24% | 277 | -135,055 | -65.09% | Q1 2026 | Apr 23, 2026 |
| Greenspring Advisors, LLC | History | Added to | 71,652 | 5,916 | 0.36% | 0.36% | 278 | +1,198 | 1.7% | Q1 2026 | May 04, 2026 |
| Capasso Planning Partners LLC | History | No change | 71,242 | 5,900 | 3.23% | 3.23% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 70,758 | 5,842 | 0.12% | 0.13% | 280 | -1,980 | -2.72% | Q1 2026 | May 13, 2026 |
| Thayer Partners, LLC / MA | History | Added to | 70,640 | 5,832 | 2.78% | 2.77% | 281 | +1,972 | 2.87% | Q1 2026 | May 05, 2026 |
| Palumbo Wealth Management LLC | History | Added to | 70,215 | 5,797 | 1.41% | 0.15% | 282 | +62,625 | 825.1% | Q1 2026 | May 12, 2026 |
| Glenview Trust Co | History | Reduced | 70,044 | 5,783 | 0.09% | 0.09% | 283 | -42 | -0.06% | Q1 2026 | May 08, 2026 |
| Intrua Financial, LLC | History | Added to | 69,725 | 5,757 | 0.59% | 0.12% | 284 | +56,049 | 409.83% | Q1 2026 | Apr 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 69,477 | 5,736 | 0.24% | 0.23% | 285 | +1,939 | 2.87% | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 68,845 | 5,684 | 0.08% | 0.1% | 286 | -26,035 | -27.44% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 68,583 | 5,662 | 0.37% | 0.22% | 287 | +27,719 | 67.83% | Q1 2026 | Apr 15, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 67,727 | 5,592 | 2.24% | 2.28% | 288 | +3,896 | 6.1% | Q1 2026 | Apr 30, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 66,763 | 5,512 | 3.98% | 3.93% | 289 | -2,286 | -3.31% | Q1 2026 | Apr 29, 2026 |
| AE Wealth Management LLC | History | Added to | 66,504 | 5,491 | 0.03% | 0.02% | 291 | +34,018 | 104.72% | Q1 2026 | May 13, 2026 |
| Banco Santander, S.A. | History | Added to | 66,511 | 5,491 | 0.04% | 0.04% | 290 | +4,284 | 6.88% | Q1 2026 | May 08, 2026 |
| Oxbow Advisors, LLC | History | Added to | 66,353 | 5,478 | 0.47% | 0.32% | 292 | +22,614 | 51.7% | Q1 2026 | Apr 27, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 65,968 | 5,446 | 0.28% | 0.28% | 293 | -305 | -0.46% | Q1 2026 | May 04, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 65,728 | 5,427 | 0.05% | 0.04% | 294 | +29,276 | 80.31% | Q1 2026 | May 13, 2026 |
| SEMITAM BONAM LLC | History | Added to | 64,431 | 5,320 | 4.35% | 4.05% | 295 | +5,639 | 9.59% | Q1 2026 | Apr 21, 2026 |
| Aries Wealth Management | History | Added to | 63,163 | 5,215 | 1.15% | 1.04% | 296 | +6,193 | 10.87% | Q1 2026 | May 14, 2026 |
| Sterling Manor Financial, LLC | History | Added to | 63,035 | 5,204 | 3.25% | 3.25% | 297 | +94 | 0.15% | Q1 2026 | Apr 10, 2026 |
| One Day In July LLC | History | Added to | 62,970 | 5,199 | 0.42% | 0.42% | 298 | +1,129 | 1.83% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 62,784 | 5,184 | 0.04% | 0.05% | 299 | -5,078 | -7.48% | Q1 2026 | Apr 15, 2026 |
| Mount Lucas Management LP | History | Added to | 62,719 | 5,178 | 1.91% | 0.8% | 300 | +38,685 | 160.96% | Q1 2026 | May 05, 2026 |