iSHARES TRUST - SMMD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GLENMEDE TRUST CO NA | History | No change | 3,937,624 | 295,085 | 1.4% | 1.4% | 1 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,058,941 | 233,550 | 0.43% | 0.12% | 2 | +2,536,353 | 485.34% | Q1 2026 | May 01, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,116,037 | 161,559 | 0.01% | 0.02% | 3 | -1,122,480 | -34.66% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,730,215 | 132,101 | 0.05% | 0.0% | 4 | +1,729,040 | 147152.34% | Q1 2026 | May 13, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 1,504,650 | 114,880 | 0.64% | 0.6% | 5 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | Added to | 949,678 | 72,507 | 1.43% | 1.1% | 6 | +202,293 | 27.07% | Q1 2026 | Apr 17, 2026 |
| FMR LLC | History | Added to | 940,389 | 71,798 | 0.0% | 0.0% | 7 | +63,264 | 7.21% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 775,027 | 59,173 | 0.73% | 0.82% | 8 | -72,819 | -8.59% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 763,695 | 58,308 | 0.06% | 0.06% | 9 | +5,700 | 0.75% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 660,039 | 50,383 | 0.22% | 0.2% | 10 | +15,050 | 2.33% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 583,871 | 44,578 | 0.01% | 0.0% | 11 | +184,772 | 46.3% | Q1 2026 | May 05, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 540,334 | 41,254 | 0.32% | 0.3% | 12 | +32,749 | 6.45% | Q1 2026 | May 01, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 502,333 | 38,387 | 1.22% | 1.23% | 13 | +31,278 | 6.64% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 445,063 | 33,970 | 0.01% | 0.01% | 14 | +88,124 | 24.69% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 414,411 | 31,640 | 0.09% | 0.1% | 15 | -65,546 | -13.66% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 379,860 | 29,002 | 0.04% | 0.03% | 16 | +38,997 | 11.44% | Q1 2026 | May 14, 2026 |
| Kendall Capital Management | History | Added to | 354,936 | 27,099 | 5.55% | 5.53% | 17 | +2,075 | 0.59% | Q1 2026 | Apr 24, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 344,333 | 25,394 | 0.0% | 0.0% | 18 | +258,457 | 300.97% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 302,280 | 23,079 | 0.03% | 0.02% | 19 | +77,793 | 34.65% | Q1 2026 | Apr 27, 2026 |
| Diesslin Group, Inc. | History | Reduced | 291,193 | 22,232 | 10.01% | 9.03% | 20 | -11,868 | -3.92% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 276,343 | 21,016 | 0.01% | 0.0% | 21 | +68,621 | 33.04% | Q1 2026 | May 04, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 271,761 | 20,748 | 0.4% | 0.38% | 22 | +11,812 | 4.54% | Q1 2026 | Apr 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 260,967 | 19,924 | 0.15% | 0.12% | 23 | +58,909 | 29.15% | Q1 2026 | May 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 239,075 | 18,253 | 0.13% | 0.13% | 24 | -1,094 | -0.46% | Q1 2026 | Apr 14, 2026 |
| LPL Financial LLC | History | Added to | 214,790 | 16,399 | 0.0% | 0.0% | 25 | +32,422 | 17.78% | Q1 2026 | May 06, 2026 |
| Brio Consultants, LLC | History | Added to | 173,045 | 14,885 | 1.82% | 1.06% | 26 | +63,764 | 58.35% | Q1 2026 | May 06, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 187,140 | 14,288 | 0.49% | 0.47% | 27 | +13,636 | 7.86% | Q1 2026 | Apr 20, 2026 |
| SFAM, LLC | History | Reduced | 175,608 | 13,407 | 12.43% | 12.12% | 28 | -1,321 | -0.75% | Q1 2026 | May 04, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 164,192 | 12,536 | 1.48% | 1.07% | 29 | +35,937 | 28.02% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 163,089 | 12,451 | 0.14% | 0.33% | 30 | -160,350 | -49.58% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 163,073 | 12,450 | 0.2% | 0.39% | 31 | -160,350 | -49.58% | Q1 2026 | Apr 27, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 157,244 | 12,005 | 0.35% | 0.3% | 32 | +24,373 | 18.34% | Q1 2026 | Apr 14, 2026 |
| Curi Capital, LLC | History | Reduced | 155,631 | 11,882 | 0.21% | 0.21% | 33 | -6,553 | -4.04% | Q1 2026 | May 15, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 152,444 | 11,639 | 5.16% | 7.66% | 34 | -72,390 | -32.2% | Q1 2026 | Apr 08, 2026 |
| Berger Financial Group, Inc | History | Added to | 143,458 | 10,953 | 0.61% | 0.61% | 35 | +2,380 | 1.69% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 132,395 | 10,108 | 0.03% | 0.02% | 36 | +18,614 | 16.36% | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | Added to | 126,214 | 9,723 | 1.99% | 2.54% | 37 | +16,428 | 14.96% | Q1 2026 | May 11, 2026 |
| CMH Wealth Management LLC | History | Reduced | 125,051 | 9,547 | 1.64% | 2.03% | 38 | -1,203 | -0.95% | Q1 2026 | Apr 13, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 123,152 | 9,402 | 0.02% | 0.01% | 39 | +35,000 | 39.7% | Q1 2026 | May 14, 2026 |
| ROGCO, LP | History | New | 111,111 | 8,483 | 2.83% | — | 40 | +111,111 | New | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Added to | 105,042 | 8,020 | 0.0% | 0.0% | 41 | +29,550 | 39.14% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 101,858 | 7,776 | 0.07% | 0.08% | 42 | -52,488 | -34.01% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 96,338 | 7,355 | 0.01% | 0.01% | 43 | -485 | -0.5% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 93,234 | 7,118 | 0.01% | 0.01% | 44 | -12,450 | -11.78% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 90,844 | 6,935 | 0.01% | 0.01% | 45 | +1,184 | 1.32% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 89,459 | 6,830 | 0.01% | 0.01% | 46 | +11,071 | 14.12% | Q1 2026 | May 14, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Added to | 87,975 | 6,716 | 1.86% | 1.68% | 47 | +9,884 | 12.66% | Q1 2026 | Apr 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 77,374 | 5,907 | 0.0% | 0.0% | 48 | +58,172 | 302.95% | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 74,449 | 5,684 | 0.02% | 0.01% | 49 | +52,837 | 244.48% | Q1 2026 | May 14, 2026 |
| James J. Burns & Company, LLC | History | Reduced | 73,776 | 5,632 | 0.76% | 0.78% | 50 | -1,444 | -1.92% | Q1 2026 | Apr 17, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 71,783 | 5,480 | 0.05% | 0.06% | 51 | -6,484 | -8.28% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 71,126 | 5,431 | 0.01% | 0.04% | 52 | -249,777 | -77.84% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Added to | 69,706 | 5,322 | 0.16% | 0.15% | 53 | +2,706 | 4.04% | Q1 2026 | Apr 06, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 64,484 | 4,923 | 0.07% | 0.04% | 54 | +27,140 | 72.68% | Q1 2026 | Apr 10, 2026 |
| MAI Capital Management | History | Added to | 60,132 | 4,591 | 0.03% | 0.03% | 55 | +93 | 0.15% | Q1 2026 | May 15, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | Reduced | 54,934 | 4,194 | 2.5% | 7.35% | 56 | -95,353 | -63.45% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 54,519 | 4,162 | 0.01% | 0.01% | 57 | +7,460 | 15.85% | Q1 2026 | May 04, 2026 |
| Trek Financial, LLC | History | Added to | 54,231 | 4,140 | 0.22% | 0.2% | 58 | +9,119 | 20.21% | Q1 2026 | May 13, 2026 |
| WorthPointe, LLC | History | Added to | 51,841 | 3,958 | 1.07% | 0.32% | 59 | +35,480 | 216.86% | Q1 2026 | May 12, 2026 |
| AlTi Global, Inc. | History | Added to | 51,411 | 3,925 | 0.09% | 0.06% | 60 | +15,752 | 44.17% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 49,893 | 3,809 | 0.0% | 0.0% | 61 | -4,420 | -8.14% | Q1 2026 | May 15, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 42,609 | 3,665 | 0.82% | 0.24% | 62 | +30,550 | 253.34% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 47,738 | 3,644 | 0.0% | 0.0% | 63 | +7,590 | 18.91% | Q1 2026 | May 12, 2026 |
| Retirement Planning Group, LLC | History | Added to | 45,647 | 3,485 | 0.11% | 0.11% | 64 | +736 | 1.64% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 44,952 | 3,432 | 0.11% | — | 65 | +44,952 | New | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 38,965 | 3,031 | 0.03% | 0.01% | 66 | +23,499 | 151.94% | Q1 2026 | Apr 28, 2026 |
| Evernest Financial Advisors, LLC | History | Added to | 32,492 | 2,742 | 0.57% | 0.5% | 67 | +3,321 | 11.38% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 35,469 | 2,707 | 0.0% | 0.0% | 68 | -23,697 | -40.05% | Q1 2026 | May 15, 2026 |
| QP WEALTH MANAGEMENT, LLC | History | Reduced | 34,313 | 2,619 | 4.49% | 3.38% | 69 | -16,866 | -32.95% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 34,205 | 2,522 | 0.09% | 0.11% | 70 | -5,012 | -12.78% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 31,934 | 2,438 | 0.0% | 0.0% | 71 | +23,666 | 286.24% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 31,056 | 2,371 | 0.0% | 0.0% | 72 | +2,148 | 7.43% | Q1 2026 | May 11, 2026 |
| Centerpoint Advisors, LLC | History | No change | 30,637 | 2,339 | 0.76% | 0.71% | 73 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 30,563 | 2,333 | 0.0% | 0.0% | 74 | +11,321 | 58.83% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 27,679 | 2,113 | 0.0% | 0.0% | 75 | +79 | 0.29% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 26,142 | 1,995 | 0.0% | 0.0% | 76 | +3,357 | 14.73% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 25,930 | 1,979 | 0.0% | 0.0% | 77 | +2,974 | 12.96% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Reduced | 25,148 | 1,920 | 0.04% | 0.04% | 78 | -1,318 | -4.98% | Q1 2026 | May 13, 2026 |
| Andina Capital Management, LLC | History | Reduced | 25,020 | 1,910 | 1.69% | 1.65% | 79 | -11,346 | -31.2% | Q1 2026 | Apr 17, 2026 |
| Quantinno Capital Management LP | History | Added to | 24,155 | 1,844 | 0.0% | 0.0% | 80 | +2,774 | 12.97% | Q1 2026 | May 15, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 23,720 | 1,811 | 0.16% | — | 81 | +23,720 | New | Q1 2026 | May 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 22,826 | 1,742 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 22,700 | 1,733 | 0.07% | 0.06% | 83 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 22,390 | 1,709 | 0.01% | — | 84 | +22,390 | New | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,238 | 1,621 | 0.01% | 0.01% | 85 | +1,491 | 7.55% | Q1 2026 | Apr 30, 2026 |
| CIBC Bancorp USA Inc. | History | New | 21,146 | 1,614 | 0.0% | — | 86 | +21,146 | New | Q1 2026 | May 12, 2026 |
| PINNACLE ASSOCIATES LTD | History | New | 20,988 | 1,602 | 0.02% | — | 87 | +20,988 | New | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | New | 20,988 | 1,602 | 0.11% | — | 88 | +20,988 | New | Q1 2026 | Apr 21, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 18,779 | 1,597 | 1.02% | 0.93% | 89 | +956 | 5.36% | Q1 2026 | May 06, 2026 |
| HF Advisory Group, LLC | History | Reduced | 19,297 | 1,473 | 0.5% | 0.51% | 90 | -258 | -1.32% | Q1 2026 | Apr 21, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 18,662 | 1,424 | 0.0% | 0.0% | 91 | -7,204 | -27.85% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Reduced | 17,747 | 1,355 | 0.01% | 0.01% | 92 | -505 | -2.77% | Q1 2026 | Apr 24, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 17,344 | 1,324 | 0.01% | 0.02% | 93 | -16,309 | -48.46% | Q1 2026 | May 01, 2026 |
| Ulland Investment Advisors, LLC | History | Reduced | 17,259 | 1,318 | 1.13% | 1.04% | 94 | -81 | -0.47% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 17,218 | 1,314 | 0.0% | 0.0% | 95 | +685 | 4.14% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 16,930 | 1,292 | 0.01% | 0.01% | 96 | -722 | -4.09% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 16,384 | 1,250 | 0.01% | 0.03% | 97 | -14,620 | -47.16% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 15,868 | 1,199 | 0.0% | 0.0% | 98 | +349 | 2.25% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 14,245 | 1,087 | 0.04% | 0.04% | 99 | -268 | -1.85% | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,139 | 1,080 | 0.0% | 0.0% | 100 | +163 | 1.17% | Q1 2026 | Apr 30, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | Reduced | 12,670 | 1,077 | 0.45% | 0.47% | 101 | -12 | -0.09% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 13,890 | 1,060 | 0.0% | 0.0% | 102 | +5,022 | 56.63% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,446 | 1,035 | 0.01% | 0.01% | 103 | +2,013 | 17.61% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 13,250 | 1,011 | 0.0% | 0.0% | 104 | +3 | 0.02% | Q1 2026 | May 14, 2026 |
| Charter Oak Capital Management, LLC | History | Reduced | 13,183 | 1,006 | 0.08% | 0.08% | 105 | -533 | -3.89% | Q1 2026 | Apr 24, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 13,051 | 996 | 0.01% | — | 106 | +13,051 | New | Q1 2026 | Apr 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 12,500 | 954 | 0.01% | 0.01% | 107 | -5,400 | -30.17% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | No change | 12,420 | 948 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TFR Capital, LLC. | History | Reduced | 12,406 | 947 | 0.29% | 0.33% | 109 | -932 | -6.99% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 11,853 | 904 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Added to | 11,611 | 886 | 0.13% | 0.11% | 111 | +2,209 | 23.5% | Q1 2026 | Apr 27, 2026 |
| Mechanics Financial Corp | History | New | 11,396 | 870 | 0.36% | — | 112 | +11,396 | New | Q1 2026 | May 06, 2026 |
| BBR PARTNERS, LLC | History | No change | 11,206 | 855 | 0.05% | 0.05% | 113 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 11,197 | 854 | 0.02% | 0.02% | 114 | +1 | 0.01% | Q1 2026 | Apr 17, 2026 |
| L.K. Benson & Company, P.C. | History | Added to | 11,147 | 851 | 0.28% | 0.42% | 115 | +5 | 0.04% | Q1 2026 | Apr 20, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 11,450 | 844 | 0.28% | 0.28% | 116 | +23 | 0.2% | Q1 2026 | Apr 27, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 10,832 | 827 | 0.03% | 0.03% | 117 | +904 | 9.11% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 10,457 | 798 | 0.01% | 0.01% | 118 | -6,407 | -37.99% | Q1 2026 | May 05, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 9,963 | 760 | 0.04% | 0.03% | 119 | -21 | -0.21% | Q1 2026 | May 12, 2026 |
| CERTUITY, LLC | History | Reduced | 9,947 | 759 | 0.05% | 0.05% | 120 | -390 | -3.77% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | No change | 9,819 | 749 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 9,408 | 718 | 0.0% | 0.0% | 122 | -19 | -0.2% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 9,114 | 702 | 0.0% | 0.0% | 123 | +6,394 | 235.07% | Q1 2026 | May 05, 2026 |
| Thayer Financial, L.L.C. | History | Reduced | 9,059 | 691 | 0.71% | 0.72% | 124 | -1 | -0.01% | Q1 2026 | Apr 13, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 8,977 | 685 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 8,385 | 640 | 0.01% | 0.01% | 126 | +902 | 12.05% | Q1 2026 | Apr 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,962 | 607 | 0.0% | 0.0% | 127 | +216 | 2.79% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,790 | 581 | 0.0% | 0.0% | 128 | +3,378 | 76.56% | Q1 2026 | May 15, 2026 |
| Mayfair Advisory Group, LLC | History | Reduced | 7,611 | 581 | 0.2% | 0.23% | 129 | -278 | -3.52% | Q1 2026 | Apr 21, 2026 |
| Legacy Advisory Services, LLC | History | Added to | 7,583 | 578 | 0.44% | 0.39% | 130 | +713 | 10.38% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,491 | 571 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fairman Group, LLC | History | Added to | 7,258 | 554 | 0.47% | 0.24% | 132 | +3,297 | 83.24% | Q1 2026 | Apr 23, 2026 |
| Advyzon Investment Management, LLC | History | No change | 7,210 | 550 | 0.05% | 0.06% | 133 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 7,122 | 544 | 0.0% | 0.0% | 134 | +1,302 | 22.37% | Q1 2026 | Apr 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 6,193 | 514 | 0.01% | 0.05% | 135 | -8,687 | -58.38% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 6,677 | 509 | 0.0% | 0.0% | 136 | -332 | -4.74% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,548 | 499 | 0.0% | 0.0% | 137 | +706 | 12.08% | Q1 2026 | May 05, 2026 |
| OneAscent Wealth Management LLC | History | Reduced | 6,504 | 496 | 0.16% | 0.21% | 138 | -1,911 | -22.71% | Q1 2026 | Apr 21, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Added to | 6,251 | 477 | 0.12% | 0.11% | 139 | +145 | 2.37% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | Added to | 6,002 | 458 | 0.0% | 0.0% | 140 | +253 | 4.4% | Q1 2026 | May 06, 2026 |
| Lakeridge Wealth Management LLC | History | Reduced | 5,976 | 456 | 0.2% | 0.21% | 141 | -291 | -4.64% | Q1 2026 | Apr 08, 2026 |
| TRUST CO OF OKLAHOMA | History | New | 5,785 | 441 | 0.13% | — | 142 | +5,785 | New | Q1 2026 | Apr 20, 2026 |
| Diversified Trust Co | History | Added to | 5,768 | 440 | 0.01% | 0.01% | 143 | +1,699 | 41.75% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 5,364 | 410 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 5,335 | 407 | 0.01% | 0.01% | 145 | -220 | -3.96% | Q1 2026 | Apr 27, 2026 |
| Summit Financial, LLC | History | Added to | 5,231 | 399 | 0.01% | 0.01% | 146 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,121 | 391 | 0.0% | 0.0% | 147 | +874 | 20.58% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | New | 5,083 | 388 | 0.0% | — | 148 | +5,083 | New | Q1 2026 | May 14, 2026 |
| O'Connor Financial Group LLC | History | Added to | 5,029 | 383 | 0.16% | 0.16% | 149 | +83 | 1.68% | Q1 2026 | Apr 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 5,000 | 381 | 0.0% | — | 151 | +5,000 | New | Q1 2026 | May 14, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | Reduced | 4,728 | 381 | 0.06% | 0.06% | 150 | -550 | -10.42% | Q1 2026 | Apr 16, 2026 |
| SFMG, LLC | History | Added to | 4,945 | 377 | 0.03% | 0.02% | 152 | +83 | 1.71% | Q1 2026 | May 12, 2026 |
| STAR Financial Bank | History | New | 4,905 | 374 | 0.18% | — | 153 | +4,905 | New | Q1 2026 | May 08, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 4,846 | 370 | 0.04% | 0.04% | 154 | +12 | 0.25% | Q1 2026 | Apr 23, 2026 |
| Bill Few Associates, Inc. | History | Added to | 4,816 | 367 | 0.09% | 0.05% | 155 | +2,147 | 80.44% | Q1 2026 | Apr 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 4,611 | 352 | 0.24% | 0.24% | 156 | -111 | -2.35% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | New | 4,597 | 350 | 0.0% | — | 157 | +4,597 | New | Q1 2026 | Apr 28, 2026 |
| IHT Wealth Management, LLC | History | Added to | 4,396 | 335 | 0.01% | 0.01% | 159 | +1,484 | 50.96% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 4,390 | 335 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Align Financial, LLC | History | Reduced | 4,369 | 333 | 0.19% | 0.05% | 160 | -83,686 | -95.04% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 4,340 | 331 | 0.0% | 0.0% | 161 | +322 | 8.01% | Q1 2026 | May 05, 2026 |
| TRUE Private Wealth Advisors | History | Added to | 4,313 | 329 | 0.03% | 0.03% | 162 | +4 | 0.09% | Q1 2026 | May 15, 2026 |
| Altman Advisors, Inc. | History | Reduced | 23,941 | 314 | 0.13% | 0.13% | 163 | -151 | -0.63% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 4,067 | 310 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| First National Advisers, LLC | History | No change | 4,053 | 309 | 0.05% | 0.04% | 165 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Firestone Capital Management | History | No change | 4,000 | 305 | 0.06% | 0.06% | 166 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Van Cleef Asset Management,Inc | History | No change | 3,885 | 296 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| First Heartland Consultants, Inc. | History | Reduced | 3,810 | 290 | 0.02% | 0.02% | 168 | -153 | -3.86% | Q1 2026 | Apr 08, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 3,785 | 288 | 0.0% | 0.02% | 169 | -34,828 | -90.2% | Q1 2026 | May 11, 2026 |
| MainStreet Investment Advisors LLC | History | New | 3,784 | 288 | 0.04% | — | 170 | +3,784 | New | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | New | 3,770 | 287 | 0.0% | — | 172 | +3,770 | New | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 3,837 | 287 | 0.0% | 0.0% | 171 | +62 | 1.64% | Q1 2026 | May 15, 2026 |
| Vantage Financial Partners, LLC | History | No change | 3,778 | 283 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 3,668 | 280 | 0.02% | 0.65% | 174 | -107,912 | -96.71% | Q1 2026 | Apr 28, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 3,665 | 279 | 0.04% | 0.04% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,527 | 269 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 3,092 | 261 | 0.04% | 0.04% | 177 | -119 | -3.71% | Q1 2026 | Apr 23, 2026 |
| Park Edge Advisors, LLC | History | New | 3,411 | 260 | 0.06% | — | 178 | +3,411 | New | Q1 2026 | Apr 20, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 3,387 | 258 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 3,335 | 254 | 0.0% | 0.0% | 180 | -1 | -0.03% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 3,293 | 251 | 0.0% | 0.0% | 181 | -17 | -0.51% | Q1 2026 | Apr 20, 2026 |
| STIFEL FINANCIAL CORP | History | New | 3,245 | 247 | 0.0% | — | 182 | +3,245 | New | Q1 2026 | May 12, 2026 |
| Simplicity Wealth,LLC | History | New | 3,231 | 246 | 0.01% | — | 183 | +3,231 | New | Q1 2026 | Apr 30, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 3,200 | 244 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pitcairn Wealth Advisors LLC | History | Reduced | 3,201 | 239 | 0.02% | 0.02% | 185 | -1 | -0.03% | Q1 2026 | May 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 3,116 | 237 | 0.0% | — | 187 | +3,116 | New | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Reduced | 3,100 | 237 | 0.01% | 0.01% | 186 | -1,202 | -27.94% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | New | 3,102 | 236 | 0.0% | — | 188 | +3,102 | New | Q1 2026 | May 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 2,975 | 227 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 2,903 | 221 | 0.0% | 0.0% | 190 | -35,190 | -92.38% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,918 | 218 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Savvy Advisors, Inc. | History | New | 2,799 | 213 | 0.01% | — | 192 | +2,799 | New | Q1 2026 | May 11, 2026 |
| Opulen Financial Group LLC | History | Added to | 2,768 | 211 | 0.15% | 0.15% | 193 | +6 | 0.22% | Q1 2026 | Apr 29, 2026 |
| Ballast Financial Advisors LLC | History | New | 2,737 | 208 | 0.21% | — | 195 | +2,737 | New | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 2,733 | 208 | 0.0% | 0.0% | 194 | +28 | 1.04% | Q1 2026 | May 05, 2026 |
| Advisors Capital Management, LLC | History | New | 2,660 | 203 | 0.0% | — | 196 | +2,660 | New | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | New | 2,625 | 200 | 0.0% | — | 197 | +2,625 | New | Q1 2026 | May 12, 2026 |
| Spire Wealth Management | History | Added to | 2,300 | 175 | 0.01% | 0.01% | 198 | +35 | 1.55% | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 2,155 | 164 | 0.0% | — | 199 | +2,155 | New | Q1 2026 | Apr 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,942 | 148 | 0.02% | 0.03% | 200 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clearstead Trust, LLC | History | New | 1,927 | 147 | 0.02% | — | 201 | +1,927 | New | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,787 | 136 | 0.0% | 0.0% | 202 | -5,601 | -75.81% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 1,580 | 118 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Independence Bank of Kentucky | History | No change | 1,383 | 105 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,247 | 93 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AlphaCore Capital LLC | History | No change | 1,174 | 89 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | No change | 963 | 73 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Parallel Advisors, LLC | History | Reduced | 943 | 71 | 0.0% | 0.0% | 208 | -200 | -17.5% | Q1 2026 | May 07, 2026 |
| Bank of Jackson Hole Trust | History | New | 780 | 59 | 0.03% | — | 211 | +780 | New | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 775 | 59 | 0.0% | — | 210 | +775 | New | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | No change | 775 | 59 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 754 | 57 | 0.0% | — | 212 | +754 | New | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | Added to | 736 | 56 | 0.0% | 0.0% | 213 | +718 | 3988.89% | Q1 2026 | May 06, 2026 |
| ORG Partners LLC | History | No change | 754 | 56 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| SHP Wealth Management | History | Added to | 665 | 50 | 0.0% | 0.0% | 215 | +1 | 0.15% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 574 | 44 | 0.0% | 0.01% | 216 | -5,936 | -91.18% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 513 | 39 | 0.0% | 0.0% | 217 | +1 | 0.2% | Q1 2026 | May 08, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 451 | 38 | 0.01% | 0.01% | 218 | -259 | -36.48% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | No change | 400 | 30 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 366 | 28 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 382 | 28 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 358 | 27 | 0.0% | 0.0% | 222 | +215 | 150.35% | Q1 2026 | May 06, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 334 | 25 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Destiny Wealth Partners, LLC | History | New | 290 | 22 | 0.0% | — | 224 | +290 | New | Q1 2026 | May 11, 2026 |
| Single Point Partners, LLC | History | No change | 17,892 | 17 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Piscataqua Savings Bank | History | New | 220 | 16 | 0.01% | — | 226 | +220 | New | Q1 2026 | Apr 10, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 205 | 15 | 0.0% | 0.0% | 227 | -126 | -38.07% | Q1 2026 | Apr 30, 2026 |
| Global Wealth Strategies & Associates | History | No change | 207 | 15 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Westside Investment Management, Inc. | History | No change | 141 | 10 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | New | 85 | 6 | 0.0% | — | 231 | +85 | New | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 88 | 6 | 0.0% | 0.0% | 230 | +34 | 62.96% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 50 | 3 | 0.0% | 0.0% | 232 | -88 | -63.77% | Q1 2026 | Apr 13, 2026 |
| AE Wealth Management LLC | History | Added to | 40 | 3 | 0.0% | — | 233 | +37 | 1233.33% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 37 | 2 | 0.0% | — | 235 | +37 | New | Q1 2026 | May 11, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | New | 34 | 2 | 0.0% | — | 234 | +34 | New | Q1 2026 | May 14, 2026 |
| DT Investment Partners, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.18% | — | -184,192 | -100.0% | Q1 2026 | May 04, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.34% | — | -152,701 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.26% | — | -78,709 | -100.0% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Closed out | 0 | 0 | — | 0.28% | — | -67,359 | -100.0% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57,901 | -100.0% | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | Closed out | 0 | 0 | — | 0.01% | — | -51,896 | -100.0% | Q1 2026 | May 15, 2026 |
| Strong Tower Advisory Services | History | Closed out | 0 | 0 | — | 0.17% | — | -12,419 | -100.0% | Q1 2026 | Apr 16, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,825 | -100.0% | Q1 2026 | May 12, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,752 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,416 | -100.0% | Q1 2026 | May 15, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,800 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,627 | -100.0% | Q1 2026 | May 05, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -3,584 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Red Mountain Financial, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -2,931 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,783 | -100.0% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -865 | -100.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -677 | -100.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -565 | -100.0% | Q1 2026 | May 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |