iSHARES TRUST - STIP
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 | Added to | 42,279,068 | 4,372,924 | 0.08% | 0.05% | 1 | +12,146,236 | 40.31% | Q1 2026 | May 13, 2026 |
| Betterment LLC | History | Added to | 4,487,580 | 464,150 | 0.88% | 0.85% | 2 | +115,711 | 2.65% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 3,123,669 | 323,081 | 0.09% | 0.08% | 3 | +320,514 | 11.43% | Q1 2026 | May 06, 2026 |
| Modera Wealth Management, LLC | History | Added to | 2,442,854 | 252,664 | 3.03% | 2.7% | 4 | +163,586 | 7.18% | Q1 2026 | May 06, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 2,409,803 | 249,245 | 4.32% | 4.22% | 5 | +153,948 | 6.82% | Q1 2026 | Apr 20, 2026 |
| MORGAN STANLEY | History | Added to | 1,785,559 | 184,680 | 0.01% | 0.01% | 6 | +193,563 | 12.16% | Q1 2026 | May 15, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Added to | 1,560,200 | 161,371 | 5.65% | 2.23% | 7 | +830,200 | 113.73% | Q1 2026 | May 14, 2026 |
| Main Management Fund Advisors LLC | History | New | 2,480,600 | 151,962 | 12.76% | — | 8 | +2,480,600 | New | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,453,255 | 150,310 | 1.85% | 0.29% | 9 | +1,231,203 | 554.47% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,333,398 | 137,913 | 0.01% | 0.03% | 10 | -2,036,091 | -60.43% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,209,342 | 125,082 | 2.43% | 2.31% | 11 | +60,840 | 5.3% | Q1 2026 | Apr 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,163,284 | 120,318 | 0.6% | 0.63% | 12 | +44,148 | 3.94% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,125,270 | 116,386 | 0.03% | 0.03% | 13 | +266,983 | 31.11% | Q1 2026 | May 04, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 983,845 | 101,759 | 3.83% | 4.92% | 14 | -306,270 | -23.74% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 973,318 | 100,662 | 0.02% | 0.02% | 15 | +137,874 | 16.5% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Added to | 967,994 | 100,119 | 1.06% | 0.59% | 16 | +425,008 | 78.27% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 946,212 | 97,573 | 0.92% | 0.81% | 17 | +207,688 | 28.12% | Q1 2026 | Apr 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 942,661 | 97,452 | 0.01% | 0.01% | 18 | -410,866 | -30.36% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 935,426 | 96,751 | 1.44% | 1.36% | 19 | +21,097 | 2.31% | Q1 2026 | May 05, 2026 |
| Kestra Investment Management, LLC | History | Added to | 923,635 | 95,531 | 1.65% | 0.52% | 20 | +716,935 | 346.85% | Q1 2026 | May 11, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Added to | 917,536 | 94,900 | 9.49% | 8.74% | 21 | +57,478 | 6.68% | Q1 2026 | Apr 15, 2026 |
| Tortoise Investment Management, LLC | History | Added to | 840,231 | 86,905 | 7.18% | 5.09% | 22 | +273,728 | 48.32% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | Added to | 825,668 | 85,398 | 2.22% | 2.14% | 23 | +27,641 | 3.46% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Added to | 774,850 | 80,127 | 2.51% | 3.27% | 24 | +41,342 | 5.64% | Q1 2026 | Apr 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 772,578 | 79,907 | 0.02% | 0.02% | 25 | +34,364 | 4.66% | Q1 2026 | May 14, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 726,680 | 75,160 | 14.03% | 10.36% | 26 | +197,087 | 37.21% | Q1 2026 | May 06, 2026 |
| Haverford Trust Co | History | Added to | 708,230 | 73,252 | 0.67% | 0.61% | 27 | +41,700 | 6.26% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Reduced | 652,613 | 67,499 | 0.0% | 0.0% | 28 | -4,818 | -0.73% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 650,096 | 67,239 | 0.59% | 1.1% | 29 | -444,159 | -40.59% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 640,243 | 66,220 | 0.35% | 0.4% | 30 | +83,572 | 15.01% | Q1 2026 | May 15, 2026 |
| KEATING INVESTMENT COUNSELORS INC | History | Added to | 637,361 | 65,922 | 16.33% | 16.2% | 31 | +66,559 | 11.66% | Q1 2026 | Apr 27, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 634,015 | 65,576 | 1.73% | 2.9% | 32 | -429,799 | -40.4% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Reduced | 629,364 | 64,916 | 0.09% | 0.09% | 33 | -4,082 | -0.64% | Q1 2026 | May 15, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 602,288 | 62,294 | 8.39% | 7.44% | 34 | +56,690 | 10.39% | Q1 2026 | Apr 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 565,736 | 58,514 | 0.01% | 0.01% | 35 | +3,693 | 0.66% | Q1 2026 | May 11, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 537,540 | 55,597 | 9.46% | 9.45% | 36 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 528,613 | 54,668 | 2.64% | 5.93% | 37 | -587,089 | -52.62% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 527,406 | 54,549 | 0.0% | 0.01% | 38 | -2,106,951 | -79.98% | Q1 2026 | May 15, 2026 |
| Amplius Wealth Advisors, LLC | History | Added to | 510,301 | 52,780 | 4.4% | 4.15% | 39 | +27,603 | 5.72% | Q1 2026 | Apr 13, 2026 |
| Empowered Funds, LLC | History | Reduced | 508,001 | 52,363 | 0.33% | 0.9% | 40 | -8,639 | -1.67% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Reduced | 505,346 | 52,267 | 1.14% | 1.14% | 41 | -12,492 | -2.41% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 481,437 | 49,795 | 0.03% | 0.02% | 42 | +150,009 | 45.26% | Q1 2026 | May 07, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 469,722 | 48,583 | 8.44% | 7.39% | 43 | +62,458 | 15.34% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 453,628 | 46,918 | 0.05% | 0.05% | 44 | +7,356 | 1.65% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 429,384 | 44,411 | 0.07% | 0.01% | 45 | +356,273 | 487.3% | Q1 2026 | May 15, 2026 |
| LVW Advisors, LLC | History | Added to | 418,646 | 43,300 | 4.13% | 4.24% | 46 | +10,212 | 2.5% | Q1 2026 | Apr 20, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Added to | 407,325 | 42,129 | 2.23% | 2.08% | 47 | +6,862 | 1.71% | Q1 2026 | Apr 29, 2026 |
| ALTFEST L J & CO INC | History | Added to | 391,581 | 40,501 | 4.33% | 4.28% | 48 | +9,990 | 2.62% | Q1 2026 | Apr 28, 2026 |
| SB Capital Management Inc | History | No change | 361,193 | 36,982 | 13.55% | 13.55% | 49 | 0 | 0.0% | Q4 2025 | Feb 20, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 351,679 | 36,265 | 0.62% | 0.82% | 50 | -85,005 | -19.47% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 348,215 | 36,015 | 0.71% | 0.73% | 51 | -14,419 | -3.98% | Q1 2026 | Apr 17, 2026 |
| SUMMITRY LLC | History | Reduced | 335,167 | 34,666 | 1.51% | 1.48% | 52 | -12,595 | -3.62% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 317,303 | 32,818 | 0.0% | 0.0% | 53 | +139,745 | 78.7% | Q1 2026 | May 15, 2026 |
| AMJ Financial Wealth Management | History | New | 314,997 | 32,580 | 7.68% | — | 54 | +314,997 | New | Q1 2026 | May 08, 2026 |
| Kelman-Lazarov, Inc. | History | Added to | 311,471 | 32,215 | 4.62% | 4.43% | 55 | +8,456 | 2.79% | Q1 2026 | Apr 27, 2026 |
| Austin Asset Management Co Inc | History | Added to | 310,550 | 32,120 | 5.28% | 4.88% | 56 | +20,464 | 7.05% | Q1 2026 | Apr 29, 2026 |
| World Investment Advisors | History | Reduced | 308,576 | 31,915 | 0.51% | 0.57% | 57 | -36,615 | -10.61% | Q1 2026 | Apr 27, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 306,484 | 31,699 | 0.57% | 0.49% | 58 | +50,819 | 19.88% | Q1 2026 | May 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 302,644 | 31,302 | 0.36% | 0.36% | 59 | +13,134 | 4.54% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 274,824 | 28,425 | 0.02% | 0.02% | 60 | -17,345 | -5.94% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 272,353 | 28,169 | 0.0% | 0.0% | 61 | +12,357 | 4.75% | Q1 2026 | May 05, 2026 |
| Opus Capital Group, LLC | History | New | 268,570 | 27,778 | 2.99% | — | 62 | +268,570 | New | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 258,893 | 26,777 | 0.03% | 0.03% | 63 | +3,708 | 1.45% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 256,561 | 26,539 | 0.04% | 0.03% | 64 | +36,833 | 16.76% | Q1 2026 | May 15, 2026 |
| Seneca Financial Advisors LLC | History | Added to | 248,663 | 25,719 | 7.54% | 7.3% | 65 | +14,278 | 6.09% | Q1 2026 | Apr 22, 2026 |
| ProVise Management Group, LLC | History | Added to | 237,320 | 24,546 | 1.77% | 1.65% | 66 | +10,975 | 4.85% | Q1 2026 | May 06, 2026 |
| ROCKLAND TRUST CO | History | Added to | 236,135 | 24,423 | 0.98% | 0.93% | 67 | +4,478 | 1.93% | Q1 2026 | Apr 16, 2026 |
| MAI Capital Management | History | Added to | 235,506 | 24,358 | 0.14% | 0.14% | 68 | +5,275 | 2.29% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 231,665 | 23,961 | 0.0% | 0.0% | 69 | +31,941 | 15.99% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Added to | 227,876 | 23,569 | 0.38% | 0.38% | 70 | +8,252 | 3.76% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | New | 225,964 | 23,371 | 1.18% | — | 71 | +225,964 | New | Q1 2026 | May 13, 2026 |
| SoundView Advisors Inc. | History | Added to | 218,439 | 22,593 | 8.04% | 7.51% | 72 | +8,175 | 3.89% | Q1 2026 | May 01, 2026 |
| Walker Financial Services, Inc. | History | Added to | 215,048 | 22,242 | 7.61% | 6.97% | 73 | +27,116 | 14.43% | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 212,212 | 21,949 | 0.18% | 0.2% | 74 | +47,436 | 28.79% | Q1 2026 | May 15, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 211,973 | 21,924 | 4.52% | 4.36% | 75 | +4,880 | 2.36% | Q1 2026 | Apr 15, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 210,983 | 21,821 | 0.31% | 0.35% | 76 | -2,317 | -1.09% | Q1 2026 | Apr 10, 2026 |
| AE Wealth Management LLC | History | Added to | 204,023 | 21,102 | 0.11% | 0.0% | 77 | +197,263 | 2918.09% | Q1 2026 | May 13, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 198,076 | 20,486 | 8.24% | 0.04% | 78 | +197,980 | 206229.17% | Q1 2026 | Apr 07, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Added to | 194,455 | 20,094 | 2.8% | 2.7% | 79 | +11,539 | 6.31% | Q1 2026 | Apr 13, 2026 |
| DDFG, Inc | History | Added to | 192,015 | 19,860 | 4.28% | 4.18% | 80 | +5,661 | 3.04% | Q1 2026 | Apr 22, 2026 |
| Portland Global Advisors LLC | History | Added to | 190,454 | 19,698 | 2.1% | 2.05% | 81 | +3,523 | 1.88% | Q1 2026 | May 11, 2026 |
| Parcion Private Wealth LLC | History | Added to | 190,109 | 19,662 | 1.22% | 1.16% | 82 | +3,286 | 1.76% | Q1 2026 | Apr 22, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 186,235 | 19,262 | 3.43% | 3.56% | 83 | +5,803 | 3.22% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Added to | 181,566 | 18,779 | 0.4% | 0.38% | 84 | +735 | 0.41% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 181,263 | 18,748 | 0.58% | 0.58% | 85 | +3,454 | 1.94% | Q1 2026 | Apr 27, 2026 |
| Elm Partners Management LLC | History | Reduced | 179,257 | 18,531 | 0.8% | 1.99% | 86 | -249,346 | -58.18% | Q1 2026 | May 13, 2026 |
| Stadion Money Management, LLC | History | Reduced | 178,430 | 18,455 | 1.86% | 1.5% | 87 | -1,799 | -1.0% | Q1 2026 | May 15, 2026 |
| KWMG, LLC | History | Added to | 173,959 | 17,992 | 1.5% | 1.48% | 88 | +6,308 | 3.76% | Q1 2026 | Apr 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 173,642 | 17,960 | 0.05% | 0.05% | 89 | -20,563 | -10.59% | Q1 2026 | Apr 30, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 171,466 | 17,734 | 5.56% | 5.54% | 90 | +663 | 0.39% | Q1 2026 | Apr 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 170,271 | 17,611 | 0.3% | 0.32% | 91 | -3,559 | -2.05% | Q1 2026 | May 04, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 168,427 | 17,420 | 0.4% | 0.18% | 92 | +88,934 | 111.88% | Q1 2026 | May 13, 2026 |
| Prime Buchholz LLC | History | Added to | 162,116 | 16,767 | 8.76% | 6.19% | 93 | +60,202 | 59.07% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 158,604 | 16,404 | 0.0% | 0.0% | 94 | +25,503 | 19.16% | Q1 2026 | May 05, 2026 |
| Northland Capital Management LLC | History | Added to | 158,107 | 16,352 | 8.94% | 5.66% | 95 | +59,415 | 60.2% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 157,585 | 16,299 | 0.01% | 0.01% | 96 | -9,563 | -5.72% | Q1 2026 | May 08, 2026 |
| BIP Wealth, LLC | History | Added to | 154,557 | 15,985 | 0.65% | 0.53% | 97 | +7,950 | 5.42% | Q1 2026 | Apr 27, 2026 |
| Valmark Advisers, Inc. | History | Added to | 153,892 | 15,917 | 0.19% | 0.19% | 98 | +278 | 0.18% | Q1 2026 | May 01, 2026 |
| AJ Advisors, LLC | History | Added to | 147,499 | 15,255 | 5.66% | 5.37% | 99 | +5,504 | 3.88% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 146,143 | 15,115 | 0.04% | 0.03% | 100 | +11,995 | 8.94% | Q1 2026 | May 04, 2026 |
| American Money Management, LLC | History | Added to | 143,521 | 14,844 | 2.35% | 2.23% | 101 | +5,240 | 3.79% | Q1 2026 | May 11, 2026 |
| JSF Financial, LLC | History | Reduced | 142,972 | 14,787 | 2.9% | 4.6% | 102 | -73,998 | -34.11% | Q1 2026 | May 07, 2026 |
| Ethos Financial Group, LLC | History | Added to | 141,659 | 14,651 | 1.07% | 1.03% | 103 | +5,989 | 4.41% | Q1 2026 | May 05, 2026 |
| Amundi | History | No change | 138,000 | 14,273 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CONTINUUM WEALTH ADVISORS, LLC | History | Added to | 137,889 | 14,261 | 5.92% | 0.19% | 105 | +133,038 | 2742.49% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 180,449 | 14,132 | 0.03% | 0.03% | 106 | -45,418 | -20.11% | Q1 2026 | Apr 08, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Reduced | 135,121 | 13,975 | 1.12% | 1.1% | 107 | -2,364 | -1.72% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 134,598 | 13,921 | 0.12% | 0.09% | 108 | +13,166 | 10.84% | Q1 2026 | May 13, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 132,483 | 13,702 | 6.29% | 1.18% | 109 | +99,657 | 303.59% | Q1 2026 | May 05, 2026 |
| Ethos Capital Management, Inc. | History | Added to | 130,714 | 13,519 | 11.6% | 10.48% | 110 | +22,035 | 20.28% | Q1 2026 | Apr 07, 2026 |
| Park Edge Advisors, LLC | History | Added to | 130,686 | 13,516 | 3.12% | 2.92% | 111 | +4,785 | 3.8% | Q1 2026 | Apr 20, 2026 |
| NBT BANK N A /NY | History | Added to | 130,487 | 13,496 | 0.88% | 0.84% | 112 | +3,700 | 2.92% | Q1 2026 | Apr 28, 2026 |
| MCMORGAN & CO LLC | History | Added to | 128,603 | 13,301 | 2.15% | 2.13% | 113 | +3,145 | 2.51% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 126,645 | 12,994 | 0.02% | 0.02% | 114 | -3,209 | -2.47% | Q1 2026 | May 15, 2026 |
| Portfolio Design Labs, LLC | History | Added to | 121,334 | 12,549 | 2.23% | 1.6% | 115 | +26,654 | 28.15% | Q1 2026 | May 11, 2026 |
| Discipline Wealth Solutions, LLC | History | Added to | 120,138 | 12,425 | 1.31% | 1.82% | 116 | +24,355 | 25.43% | Q1 2026 | Apr 17, 2026 |
| Insight Wealth Strategies, LLC | History | New | 118,544 | 12,260 | 1.37% | — | 117 | +118,544 | New | Q1 2026 | Apr 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 117,444 | 12,147 | 0.09% | 0.09% | 118 | -10,476 | -8.19% | Q1 2026 | May 15, 2026 |
| Prasad Wealth Partners, LLC | History | Added to | 117,335 | 12,135 | 3.3% | 3.15% | 119 | +1,876 | 1.62% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 115,282 | 11,923 | 0.01% | 0.01% | 120 | -19,943 | -14.75% | Q1 2026 | May 12, 2026 |
| Holcombe Financial, Inc. | History | Added to | 115,158 | 11,910 | 7.0% | 7.0% | 121 | +6,320 | 5.81% | Q1 2026 | Apr 20, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | New | 111,829 | 11,566 | 3.38% | — | 122 | +111,829 | New | Q1 2026 | May 01, 2026 |
| Waverly Advisors, LLC | History | Added to | 111,764 | 11,559 | 0.09% | 0.01% | 123 | +104,728 | 1488.46% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 110,737 | 11,453 | 0.47% | 0.42% | 124 | +11,703 | 11.82% | Q1 2026 | May 12, 2026 |
| Talon Private Wealth, LLC | History | New | 110,494 | 11,428 | 1.52% | — | 125 | +110,494 | New | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL TRUST CO | History | Reduced | 107,629 | 11,132 | 0.38% | 0.5% | 126 | -40,231 | -27.21% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 107,021 | 11,069 | 0.02% | 0.02% | 127 | -5,682 | -5.04% | Q1 2026 | Apr 27, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Added to | 105,629 | 10,925 | 0.28% | 0.28% | 128 | +1,420 | 1.36% | Q1 2026 | May 13, 2026 |
| COURIER CAPITAL LLC | History | Reduced | 102,667 | 10,618 | 0.59% | 0.59% | 129 | -64 | -0.06% | Q1 2026 | Apr 23, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 102,602 | 10,612 | 0.21% | 0.21% | 130 | +3,775 | 3.82% | Q1 2026 | May 14, 2026 |
| Financial Plan, Inc. | History | Added to | 102,298 | 10,580 | 1.13% | 1.15% | 131 | +4,603 | 4.71% | Q1 2026 | Apr 24, 2026 |
| Ascent Group, LLC | History | Added to | 100,281 | 10,372 | 0.36% | 0.28% | 132 | +20,656 | 25.94% | Q1 2026 | May 15, 2026 |
| Greenline Partners, LLC | History | Reduced | 99,023 | 10,241 | 1.1% | 1.17% | 133 | -581 | -0.58% | Q1 2026 | May 15, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 98,340 | 10,171 | 0.16% | 0.16% | 134 | +4,487 | 4.78% | Q1 2026 | May 13, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 97,190 | 9,951 | 3.0% | 3.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Columbus Macro, LLC | History | Added to | 96,176 | 9,947 | 1.06% | 1.03% | 136 | +3,889 | 4.21% | Q1 2026 | Apr 21, 2026 |
| Greenwich Wealth Management LLC | History | New | 95,911 | 9,920 | 0.4% | — | 137 | +95,911 | New | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 95,580 | 9,885 | 0.14% | 0.16% | 138 | +3,510 | 3.81% | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 95,327 | 9,859 | 0.02% | 0.02% | 139 | -2,401 | -2.46% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 92,748 | 9,592 | 0.11% | 0.11% | 140 | +128 | 0.14% | Q1 2026 | Apr 16, 2026 |
| FIRST HORIZON CORP | History | Added to | 91,124 | 9,424 | 0.39% | 0.42% | 141 | +225 | 0.25% | Q1 2026 | Apr 30, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | Added to | 90,663 | 9,377 | 2.77% | 2.68% | 142 | +5,960 | 7.04% | Q1 2026 | Apr 20, 2026 |
| Trivant Custom Portfolio Group, LLC | History | New | 89,914 | 9,299 | 5.1% | — | 143 | +89,914 | New | Q1 2026 | May 14, 2026 |
| Lutz Financial Services LLC | History | Added to | 89,402 | 9,246 | 0.62% | 0.58% | 144 | +6,019 | 7.22% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 89,194 | 9,225 | 0.0% | 0.0% | 145 | +59,169 | 197.07% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 88,617 | 9,138 | 0.0% | 0.0% | 146 | +30,965 | 53.71% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 86,432 | 8,939 | 0.69% | 0.75% | 147 | -3,674 | -4.08% | Q1 2026 | Apr 22, 2026 |
| ELEVATE WEALTH ADVISORY, INC | History | Added to | 83,535 | 8,640 | 5.45% | 5.49% | 148 | +5,078 | 6.47% | Q1 2026 | May 11, 2026 |
| Financial Planning Navigators CORP | History | Added to | 83,353 | 8,621 | 3.78% | 3.84% | 149 | +1,748 | 2.14% | Q1 2026 | Apr 21, 2026 |
| Canal Capital Management, LLC | History | New | 82,970 | 8,581 | 1.16% | — | 150 | +82,970 | New | Q1 2026 | Apr 27, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 81,919 | 8,472 | 0.02% | 0.02% | 151 | -390 | -0.47% | Q1 2026 | May 08, 2026 |
| Sugar Maple Asset Management, LLC | History | Added to | 79,596 | 8,232 | 5.0% | 5.06% | 152 | +6,051 | 8.23% | Q1 2026 | Apr 21, 2026 |
| First Trust Bank, Ltd. | History | New | 78,354 | 8,104 | 15.93% | — | 153 | +78,354 | New | Q1 2026 | May 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 78,044 | 8,072 | 0.42% | 0.41% | 154 | +1,561 | 2.04% | Q1 2026 | Apr 15, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 77,939 | 8,061 | 3.87% | 3.83% | 155 | +555 | 0.72% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | Added to | 77,360 | 8,001 | 0.04% | 0.02% | 156 | +46,978 | 154.62% | Q1 2026 | May 04, 2026 |
| Equita Financial Network, Inc. | History | Reduced | 77,352 | 8,000 | 2.52% | 2.39% | 157 | -179 | -0.23% | Q1 2026 | Apr 23, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | Added to | 76,827 | 7,946 | 5.83% | 5.37% | 158 | +6,613 | 9.42% | Q1 2026 | Apr 02, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 76,564 | 7,918 | 0.03% | 0.02% | 159 | +33,051 | 75.96% | Q1 2026 | Apr 30, 2026 |
| Western Reserve Capital Management, LLC | History | Added to | 75,678 | 7,827 | 6.42% | 6.95% | 160 | +2,896 | 3.98% | Q1 2026 | Apr 27, 2026 |
| Integris Wealth Management, LLC | History | Added to | 72,797 | 7,529 | 1.73% | 1.67% | 161 | +1,009 | 1.41% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Wealth | History | Added to | 71,895 | 7,470 | 0.01% | 0.01% | 162 | +24,011 | 50.14% | Q1 2026 | May 14, 2026 |
| Private Advisory Group LLC | History | New | 70,266 | 7,267 | 0.48% | — | 163 | +70,266 | New | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Added to | 68,268 | 7,060 | 0.09% | 0.02% | 164 | +50,085 | 275.45% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 68,258 | 7,059 | 0.13% | 0.13% | 165 | -516 | -0.75% | Q1 2026 | Apr 10, 2026 |
| Quadcap Wealth Management, LLC | History | Reduced | 68,208 | 7,054 | 0.8% | 0.82% | 166 | -2,454 | -3.47% | Q1 2026 | May 15, 2026 |
| Lake Hills Wealth Management, LLC | History | Reduced | 67,987 | 7,031 | 3.93% | 5.05% | 167 | -26,555 | -28.09% | Q1 2026 | Apr 10, 2026 |
| Aznar Financial Advisors, LLC | History | No change | 67,576 | 6,919 | 6.65% | 6.65% | 168 | 0 | 0.0% | Q4 2025 | Feb 19, 2026 |
| Straight Path Wealth Management | History | Added to | 66,761 | 6,905 | 1.84% | 1.66% | 169 | +6,586 | 10.94% | Q1 2026 | Apr 22, 2026 |
| Family Legacy Financial Solutions, LLC | History | Added to | 66,627 | 6,870 | 5.55% | 4.25% | 170 | +12,728 | 23.61% | Q1 2026 | Apr 15, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 65,935 | 6,819 | 0.51% | 0.66% | 171 | -3,369 | -4.86% | Q1 2026 | May 19, 2026 |
| Alhambra Investment Management LLC | History | Added to | 64,544 | 6,675 | 3.08% | 2.92% | 172 | +3,145 | 5.12% | Q1 2026 | Apr 15, 2026 |
| HOME FEDERAL BANK OF TENNESSEE | History | Added to | 62,917 | 6,507 | 1.63% | 1.25% | 173 | +16,041 | 34.22% | Q1 2026 | Apr 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 62,651 | 6,480 | 0.1% | 0.11% | 174 | -1,452 | -2.27% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Added to | 61,799 | 6,391 | 0.13% | 0.11% | 175 | +12,839 | 26.22% | Q1 2026 | Apr 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 61,673 | 6,378 | 0.07% | 0.0% | 176 | +58,879 | 2107.34% | Q1 2026 | Apr 20, 2026 |
| Kure Advisory, LLC | History | Added to | 61,377 | 6,348 | 3.46% | 3.38% | 177 | +2,325 | 3.94% | Q1 2026 | Apr 16, 2026 |
| City State Bank | History | Added to | 61,140 | 6,323 | 1.64% | 1.66% | 178 | +1,809 | 3.05% | Q1 2026 | Apr 20, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 59,223 | 6,122 | 0.39% | 0.28% | 179 | -855 | -1.42% | Q1 2026 | Apr 24, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 59,062 | 6,108 | 2.05% | 1.57% | 180 | +970 | 1.67% | Q1 2026 | Apr 28, 2026 |
| Estate Counselors, LLC | History | New | 58,525 | 6,053 | 0.54% | — | 181 | +58,525 | New | Q1 2026 | May 15, 2026 |
| Friedenthal Financial | History | Added to | 57,336 | 5,930 | 2.97% | 2.89% | 182 | +2,442 | 4.45% | Q1 2026 | Apr 20, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 55,960 | 5,800 | 3.72% | 3.88% | 183 | +1,717 | 3.17% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 56,020 | 5,794 | 0.03% | 0.03% | 184 | +3,807 | 7.29% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | Added to | 56,015 | 5,793 | 0.08% | 0.08% | 185 | +2,082 | 3.86% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 55,803 | 5,771 | 0.37% | 0.36% | 186 | +1,408 | 2.59% | Q1 2026 | Apr 15, 2026 |
| Arkadios Wealth Advisors | History | New | 55,442 | 5,734 | 0.09% | — | 187 | +55,442 | New | Q1 2026 | May 18, 2026 |
| Summit Financial, LLC | History | Added to | 55,418 | 5,731 | 0.07% | 0.01% | 188 | +48,047 | 651.84% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 55,719 | 5,706 | 0.04% | 0.03% | 189 | +10,101 | 22.14% | Q1 2026 | May 15, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 55,070 | 5,695 | 2.31% | 2.37% | 190 | +1,350 | 2.51% | Q1 2026 | Apr 28, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 54,642 | 5,651 | 2.65% | 2.43% | 191 | +4,074 | 8.06% | Q1 2026 | Apr 15, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 53,904 | 5,575 | 0.16% | 0.15% | 192 | -460 | -0.85% | Q1 2026 | Apr 10, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 52,188 | 5,397 | 0.32% | 0.32% | 193 | +871 | 1.7% | Q1 2026 | May 13, 2026 |
| New Capital Management LP | History | Reduced | 51,455 | 5,322 | 1.31% | 1.61% | 194 | -11,006 | -17.62% | Q1 2026 | Apr 14, 2026 |
| Private Advisor Group, LLC | History | Added to | 51,380 | 5,314 | 0.02% | 0.02% | 195 | +2,780 | 5.72% | Q1 2026 | Apr 24, 2026 |
| Altiora Financial Group, LLC | History | No change | 50,984 | 5,273 | 0.87% | 0.9% | 196 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SEMITAM BONAM LLC | History | Added to | 49,874 | 5,158 | 4.21% | 3.88% | 197 | +4,355 | 9.57% | Q1 2026 | Apr 21, 2026 |
| Slow Capital, Inc. | History | Added to | 49,494 | 5,119 | 0.66% | 0.57% | 198 | +3,037 | 6.54% | Q1 2026 | Apr 24, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | New | 49,271 | 5,096 | 0.88% | — | 199 | +49,271 | New | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 49,030 | 5,071 | 0.01% | 0.01% | 200 | -17,202 | -25.97% | Q1 2026 | Apr 27, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 48,923 | 5,060 | 0.12% | 0.13% | 201 | -1,281 | -2.55% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 48,839 | 5,051 | 0.01% | 0.01% | 202 | -8,079 | -14.19% | Q1 2026 | May 14, 2026 |
| Vigilare Wealth Management | History | Added to | 48,562 | 5,022 | 1.7% | 0.61% | 203 | +30,714 | 172.09% | Q1 2026 | Apr 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 48,131 | 4,978 | 0.3% | 0.36% | 204 | -8,041 | -14.31% | Q1 2026 | Apr 13, 2026 |
| Stone Summit Wealth LLC | History | Added to | 46,974 | 4,858 | 1.35% | 1.27% | 205 | +1,105 | 2.41% | Q1 2026 | Apr 22, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 45,890 | 4,746 | 0.53% | 0.54% | 206 | -1,712 | -3.6% | Q1 2026 | May 05, 2026 |
| Royal Harbor Partners, LLC | History | Added to | 45,718 | 4,728 | 1.6% | 1.46% | 207 | +2,600 | 6.03% | Q1 2026 | Apr 24, 2026 |
| Fund Evaluation Group, LLC | History | Added to | 44,690 | 4,622 | 0.14% | 0.07% | 208 | +25,176 | 129.02% | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 44,500 | 4,602 | 0.0% | 0.02% | 209 | -37,500 | -45.73% | Q1 2026 | May 04, 2026 |
| BRIDGE GENERATIONS WEALTH MANAGEMENT LLC | History | Added to | 44,198 | 4,571 | 2.62% | 0.94% | 210 | +29,304 | 196.75% | Q1 2026 | Apr 23, 2026 |
| Arcataur Capital Management LLC | History | Reduced | 43,744 | 4,524 | 1.26% | 1.29% | 211 | -105 | -0.24% | Q1 2026 | Apr 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 43,653 | 4,509 | 0.14% | 0.12% | 212 | -10,558 | -19.48% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 43,484 | 4,497 | 0.03% | 0.05% | 213 | -16,372 | -27.35% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 42,785 | 4,425 | 0.62% | 0.62% | 214 | -619 | -1.43% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | Reduced | 42,584 | 4,404 | 0.01% | 0.09% | 215 | -409,918 | -90.59% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL PLC | History | New | 41,230 | 4,264 | 0.02% | — | 216 | +41,230 | New | Q1 2026 | May 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Added to | 40,976 | 4,238 | 0.23% | 0.19% | 217 | +5,300 | 14.86% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 40,585 | 4,197 | 0.26% | 0.25% | 218 | +1,314 | 3.35% | Q1 2026 | May 04, 2026 |
| Eagle Wealth Advisors LLC | History | Added to | 40,167 | 4,154 | 3.83% | 2.27% | 219 | +14,198 | 54.67% | Q1 2026 | Apr 23, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 39,823 | 4,118 | 1.79% | 1.72% | 220 | +1,600 | 4.19% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 39,814 | 4,117 | 0.11% | 0.29% | 221 | -77,318 | -66.01% | Q1 2026 | May 15, 2026 |
| Copia Wealth Management | History | Added to | 39,708 | 4,106 | 2.82% | 2.67% | 222 | +3,216 | 8.81% | Q1 2026 | May 04, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 39,516 | 4,087 | 0.46% | 0.3% | 223 | +12,563 | 46.61% | Q1 2026 | Apr 24, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 39,049 | 4,038 | 0.01% | 0.01% | 224 | -17,952 | -31.49% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 37,800 | 3,909 | 0.0% | 0.0% | 225 | -700 | -1.82% | Q1 2026 | May 13, 2026 |
| Hershey Financial Advisers, LLC | History | New | 37,673 | 3,896 | 3.36% | — | 226 | +37,673 | New | Q1 2026 | May 06, 2026 |
| WEALTHSPAN PARTNERS, LLC | History | Added to | 36,615 | 3,787 | 1.33% | 1.11% | 227 | +6,855 | 23.03% | Q1 2026 | Apr 08, 2026 |
| American Wealth Advisors, LLC | History | Reduced | 36,382 | 3,763 | 3.92% | 3.81% | 228 | -1,573 | -4.14% | Q1 2026 | Apr 29, 2026 |
| Echo45 Advisors LLC | History | Added to | 36,298 | 3,754 | 2.11% | 2.06% | 229 | +1,109 | 3.15% | Q1 2026 | Apr 20, 2026 |
| Trilogy Capital Inc. | History | Reduced | 36,260 | 3,750 | 0.17% | 0.17% | 230 | -854 | -2.3% | Q1 2026 | Apr 21, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 35,033 | 3,623 | 3.05% | 3.03% | 231 | +700 | 2.04% | Q1 2026 | May 14, 2026 |
| Ares Financial Consulting, LLC | History | Reduced | 35,126 | 3,622 | 2.85% | 3.8% | 232 | -3,812 | -9.79% | Q1 2026 | Apr 02, 2026 |
| SOFI WEALTH, LLC | History | Added to | 33,576 | 3,472 | 0.17% | 0.16% | 233 | +2,712 | 8.79% | Q1 2026 | May 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 33,552 | 3,470 | 0.0% | 0.02% | 234 | -246,010 | -88.0% | Q1 2026 | May 15, 2026 |
| Madden Advisory Services, Inc. | History | Added to | 33,517 | 3,466 | 1.37% | 1.37% | 235 | +300 | 0.9% | Q1 2026 | May 11, 2026 |
| Trademark Financial Management, LLC | History | Added to | 33,407 | 3,455 | 1.69% | 1.64% | 236 | +4,307 | 14.8% | Q1 2026 | Apr 27, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 33,375 | 3,451 | 0.29% | 0.23% | 237 | +4,300 | 14.79% | Q1 2026 | May 07, 2026 |
| Martin Capital Partners, LLC | History | Reduced | 33,185 | 3,432 | 1.28% | 1.28% | 238 | -166 | -0.5% | Q1 2026 | Apr 07, 2026 |
| Brooklyn FI, LLC | History | Reduced | 33,085 | 3,421 | 0.72% | 0.76% | 239 | -1,579 | -4.56% | Q1 2026 | May 11, 2026 |
| Passive Capital Management, LLC. | History | Reduced | 32,534 | 3,364 | 1.0% | 1.09% | 240 | -1,378 | -4.06% | Q1 2026 | May 14, 2026 |
| Liberty Atlantic Advisors LLC | History | Added to | 31,867 | 3,296 | 2.82% | 1.9% | 241 | +12,999 | 68.89% | Q1 2026 | Apr 27, 2026 |
| Maltin Wealth Management, Inc. | History | Added to | 31,734 | 3,282 | 1.25% | 1.24% | 242 | +1,274 | 4.18% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 30,820 | 3,187 | 0.07% | 0.1% | 243 | -7,992 | -20.59% | Q1 2026 | May 15, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 30,322 | 3,136 | 0.23% | 0.2% | 244 | +3,697 | 13.89% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 30,097 | 3,112 | 0.49% | 0.53% | 245 | -2,929 | -8.87% | Q1 2026 | Apr 17, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 29,899 | 3,100 | 0.21% | 0.28% | 246 | -7,713 | -20.51% | Q1 2026 | Apr 29, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 29,739 | 3,084 | 0.07% | 0.07% | 247 | +122 | 0.41% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Reduced | 29,786 | 3,080 | 0.09% | 0.09% | 248 | -1,273 | -4.1% | Q1 2026 | May 04, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 29,584 | 3,059 | 0.18% | 0.18% | 249 | -196 | -0.66% | Q1 2026 | Apr 29, 2026 |
| DMC Group, LLC | History | Added to | 29,476 | 3,048 | 2.06% | 1.72% | 250 | +4,266 | 16.92% | Q1 2026 | Apr 30, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 29,407 | 3,041 | 0.13% | 0.11% | 251 | +2,852 | 10.74% | Q1 2026 | Apr 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 29,126 | 3,012 | 0.05% | 0.01% | 252 | +20,216 | 226.89% | Q1 2026 | Apr 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 28,831 | 2,981 | 0.06% | 0.06% | 253 | -75 | -0.26% | Q1 2026 | May 01, 2026 |
| Elevated Financial Group LLC | History | Added to | 28,673 | 2,965 | 0.96% | 0.91% | 254 | +2,831 | 10.96% | Q1 2026 | May 11, 2026 |
| VAN STRUM & TOWNE INC. | History | Added to | 28,657 | 2,963 | 0.87% | 0.75% | 255 | +2,475 | 9.45% | Q1 2026 | May 07, 2026 |
| Breakwater Capital Group | History | Added to | 28,642 | 2,962 | 0.4% | 0.41% | 256 | +120 | 0.42% | Q1 2026 | Apr 20, 2026 |
| Brookwood Investment Group LLC | History | Added to | 28,041 | 2,900 | 0.36% | 0.04% | 257 | +24,955 | 808.65% | Q1 2026 | May 04, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 27,809 | 2,876 | 0.21% | 0.19% | 258 | +2,641 | 10.49% | Q1 2026 | Apr 16, 2026 |
| Synergy Asset Management, LLC | History | New | 27,747 | 2,869 | 0.3% | — | 259 | +27,747 | New | Q1 2026 | May 13, 2026 |
| Beckerman Institutional, LLC | History | Added to | 27,673 | 2,862 | 1.52% | 1.56% | 260 | +477 | 1.75% | Q1 2026 | May 04, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 27,526 | 2,847 | 0.18% | 0.19% | 261 | +4 | 0.01% | Q1 2026 | Apr 27, 2026 |
| Investment Partners Asset Management, Inc. | History | Added to | 27,524 | 2,846 | 1.76% | 1.7% | 262 | +918 | 3.45% | Q1 2026 | Apr 07, 2026 |
| Snider Financial Group | History | Added to | 26,912 | 2,783 | 0.84% | 0.69% | 263 | +1,557 | 6.14% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 26,521 | 2,743 | 0.03% | 0.02% | 264 | +12,147 | 84.51% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 25,896 | 2,678 | 0.15% | 0.15% | 265 | +698 | 2.77% | Q1 2026 | May 14, 2026 |
| Approach Retirement Advisors, LLC | History | Added to | 25,721 | 2,660 | 2.21% | 1.93% | 266 | +3,838 | 17.54% | Q1 2026 | Apr 14, 2026 |
| CGN Advisors LLC | History | Added to | 25,312 | 2,618 | 0.21% | 0.19% | 267 | +2,040 | 8.77% | Q1 2026 | Apr 13, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 25,311 | 2,617 | 2.25% | 0.02% | 268 | +16,710 | 194.28% | Q1 2026 | May 11, 2026 |
| Independent Wealth Network Inc. | History | Added to | 24,797 | 2,564 | 0.76% | 0.77% | 269 | +313 | 1.28% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 24,590 | 2,543 | 0.19% | 0.2% | 270 | -3,994 | -13.97% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 24,589 | 2,543 | 0.01% | 0.01% | 271 | -1,161 | -4.51% | Q1 2026 | May 08, 2026 |
| Carr Financial Group Corp | History | Reduced | 24,507 | 2,534 | 0.67% | 0.68% | 272 | -500 | -2.0% | Q1 2026 | May 12, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 24,319 | 2,515 | 0.41% | 0.41% | 273 | -58 | -0.24% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Reduced | 24,250 | 2,508 | 0.01% | 0.01% | 274 | -2,259 | -8.52% | Q1 2026 | May 14, 2026 |
| Sellwood Investment Partners LLC | History | Added to | 24,231 | 2,506 | 0.99% | 0.67% | 275 | +7,419 | 44.13% | Q1 2026 | Apr 23, 2026 |
| Ignite Planners, LLC | History | Added to | 24,195 | 2,506 | 0.39% | 0.36% | 276 | +1,094 | 4.74% | Q1 2026 | Apr 17, 2026 |
| Fairway Wealth LLC | History | Reduced | 23,994 | 2,481 | 0.65% | 0.72% | 277 | -1,947 | -7.51% | Q1 2026 | Apr 23, 2026 |
| Traub Capital Management LLC | History | Added to | 23,987 | 2,480 | 2.46% | 2.23% | 278 | +1,340 | 5.92% | Q1 2026 | Apr 23, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Reduced | 23,795 | 2,472 | 1.73% | 2.35% | 279 | -5,958 | -20.02% | Q1 2026 | May 15, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Added to | 23,827 | 2,464 | 0.3% | 0.15% | 280 | +12,489 | 110.15% | Q1 2026 | Apr 27, 2026 |
| LifeGuide Financial Advisors, LLC | History | Reduced | 23,057 | 2,384 | 0.76% | 0.8% | 281 | -460 | -1.96% | Q1 2026 | Apr 08, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Reduced | 22,615 | 2,339 | 1.05% | 1.07% | 282 | -963 | -4.08% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Added to | 21,835 | 2,315 | 0.01% | 0.01% | 283 | +8,285 | 61.14% | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Reduced | 22,320 | 2,308 | 0.38% | 0.38% | 284 | -1,230 | -5.22% | Q1 2026 | Apr 16, 2026 |
| Portland Financial Advisors Inc | History | Added to | 22,305 | 2,307 | 4.8% | 4.81% | 285 | +194 | 0.88% | Q1 2026 | Apr 27, 2026 |
| Boltwood Capital Management | History | Added to | 22,265 | 2,302 | 0.59% | 0.32% | 286 | +10,240 | 85.16% | Q1 2026 | Apr 07, 2026 |
| Peak Financial Management, Inc. | History | Added to | 22,201 | 2,296 | 0.58% | 0.57% | 287 | +639 | 2.96% | Q1 2026 | Apr 28, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | Reduced | 21,738 | 2,248 | 1.46% | 1.56% | 288 | -1,904 | -8.05% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Reduced | 21,431 | 2,216 | 0.0% | 0.01% | 289 | -44,272 | -67.38% | Q1 2026 | May 13, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | Added to | 21,305 | 2,203 | 0.77% | 0.72% | 290 | +242 | 1.15% | Q1 2026 | Apr 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 21,204 | 2,193 | 0.0% | 0.0% | 291 | +2,740 | 14.84% | Q1 2026 | May 14, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Reduced | 21,190 | 2,191 | 1.28% | 1.39% | 292 | -1,758 | -7.66% | Q1 2026 | May 01, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 20,742 | 2,145 | 0.15% | 0.15% | 293 | +2,796 | 15.58% | Q1 2026 | Apr 17, 2026 |
| Independent Family Office, LLC | History | Added to | 20,570 | 2,127 | 0.88% | 0.86% | 294 | +500 | 2.49% | Q1 2026 | May 15, 2026 |
| Roundview Capital LLC | History | Added to | 20,334 | 2,103 | 0.13% | 0.13% | 295 | +116 | 0.57% | Q1 2026 | May 08, 2026 |
| FIRST UNITED BANK & TRUST | History | Added to | 20,260 | 2,095 | 0.68% | 0.21% | 296 | +13,969 | 222.05% | Q1 2026 | Apr 21, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 20,110 | 2,079 | 0.51% | 1.8% | 297 | +893 | 4.65% | Q1 2026 | May 12, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 20,018 | 2,070 | 0.28% | 0.57% | 298 | -21,576 | -51.87% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Added to | 19,768 | 2,044 | 0.07% | 0.06% | 299 | +3,125 | 18.78% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 19,631 | 2,030 | 0.02% | 0.02% | 300 | -7,276 | -27.04% | Q1 2026 | May 11, 2026 |