iSHARES TRUST - SUSA
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.
Showing first 300 of
559 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,461,098 | 193,010 | 0.01% | 0.02% | 1 | -154,971 | -9.59% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,064,924 | 140,676 | 0.08% | 0.08% | 2 | -30,850 | -2.82% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 999,244 | 132,000 | 0.01% | 0.01% | 3 | -12,358 | -1.22% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 687,964 | 90,880 | 0.02% | 0.01% | 4 | +54,542 | 8.61% | Q1 2026 | May 15, 2026 |
| SPINNAKER TRUST | History | Reduced | 572,548 | 75,633 | 4.19% | 4.37% | 5 | -13,270 | -2.27% | Q1 2026 | Apr 23, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 522,494 | 69,021 | 6.74% | 6.88% | 6 | +8,040 | 1.56% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 488,667 | 64,549 | 0.01% | 0.02% | 7 | +4,590 | 0.95% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 487,435 | 64,390 | 0.0% | 0.0% | 8 | -13,723 | -2.74% | Q1 2026 | May 13, 2026 |
| Acorns Advisers, LLC | History | Added to | 451,156 | 59,598 | 0.44% | 0.46% | 9 | +12,448 | 2.84% | Q1 2026 | May 14, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 412,271 | 54,460 | 1.12% | 1.14% | 10 | +1,266 | 0.31% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 397,779 | 52,546 | 0.08% | 0.06% | 11 | +91,927 | 30.06% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 392,073 | 51,792 | 0.01% | 0.01% | 12 | +13,184 | 3.48% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 394,202 | 50,690 | 0.0% | 0.0% | 13 | -14,493 | -3.55% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 381,019 | 50,332 | 0.17% | 0.23% | 14 | -139,901 | -26.86% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 350,383 | 46,285 | 0.01% | 0.01% | 15 | -25,381 | -6.75% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 307,264 | 40,589 | 0.01% | 0.01% | 16 | -752 | -0.24% | Q1 2026 | May 06, 2026 |
| Shira Ridge Wealth Management | History | Added to | 290,974 | 38,437 | 15.21% | 16.21% | 17 | +1,460 | 0.5% | Q1 2026 | Apr 13, 2026 |
| Betterment LLC | History | Reduced | 279,709 | 36,950 | 0.07% | 0.08% | 18 | -7,978 | -2.77% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 243,942 | 32,224 | 0.01% | 0.01% | 19 | +7,560 | 3.2% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 198,443 | 26,214 | 0.01% | 0.03% | 20 | -408,026 | -67.28% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 184,874 | 24,421 | 0.04% | 0.04% | 21 | +101 | 0.05% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 183,905 | 24,293 | 0.03% | 0.03% | 22 | +3,833 | 2.13% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | Reduced | 164,695 | 21,756 | 0.31% | 0.35% | 23 | -12,877 | -7.25% | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 130,090 | 17,184 | 0.02% | 0.02% | 24 | -3,497 | -2.62% | Q1 2026 | Apr 27, 2026 |
| Stewardship Advisors, LLC | History | Added to | 117,795 | 15,560 | 3.57% | 3.61% | 25 | +5,727 | 5.11% | Q1 2026 | Apr 17, 2026 |
| Farrow Financial, Inc. | History | Reduced | 97,527 | 12,883 | 7.32% | 7.85% | 26 | -480 | -0.49% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 96,974 | 12,810 | 0.01% | 0.01% | 27 | +771 | 0.8% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 94,823 | 12,526 | 0.2% | 0.23% | 28 | -6,051 | -6.0% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 93,064 | 12,293 | 0.02% | 0.02% | 29 | -18,660 | -16.7% | Q1 2026 | Apr 27, 2026 |
| Quent Capital, LLC | History | Added to | 91,969 | 12,149 | 0.86% | 0.92% | 30 | +284 | 0.31% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 86,469 | 11,422 | 0.01% | 0.01% | 31 | +2,732 | 3.26% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Added to | 82,528 | 10,901 | 0.01% | 0.01% | 32 | +5,774 | 7.52% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 76,312 | 10,173 | 0.02% | 0.02% | 33 | -16,849 | -18.09% | Q1 2026 | Apr 08, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 76,374 | 10,089 | 0.78% | 0.77% | 34 | +4,378 | 6.08% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 74,628 | 9,858 | 0.01% | 0.0% | 35 | +26,324 | 54.5% | Q1 2026 | May 12, 2026 |
| Fund Evaluation Group, LLC | History | Reduced | 69,939 | 9,238 | 0.28% | 0.59% | 36 | -57,777 | -45.24% | Q1 2026 | May 08, 2026 |
| eCIO, Inc. | History | Reduced | 66,029 | 8,722 | 3.83% | 4.28% | 37 | -1 | -0.0% | Q1 2026 | Apr 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 63,410 | 8,376 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 63,131 | 8,339 | 0.01% | 0.01% | 39 | -3,051 | -4.61% | Q1 2026 | May 07, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 57,289 | 7,567 | 0.05% | 0.05% | 40 | -322 | -0.56% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 54,260 | 7,167 | 0.0% | 0.0% | 41 | +713 | 1.33% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 53,404 | 7,054 | 0.03% | 0.03% | 42 | -921 | -1.7% | Q1 2026 | Apr 24, 2026 |
| Accredited Investors Inc. | History | Added to | 52,961 | 6,996 | 0.38% | 0.38% | 43 | +2,265 | 4.47% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | Reduced | 50,520 | 6,673 | 0.09% | 0.1% | 44 | -1,777 | -3.4% | Q1 2026 | May 15, 2026 |
| Corundum Group, Inc. | History | Reduced | 50,149 | 6,624 | 2.21% | 2.39% | 45 | -933 | -1.83% | Q1 2026 | Apr 20, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 48,516 | 6,409 | 0.02% | 0.01% | 46 | +2,107 | 4.54% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 46,178 | 6,103 | 0.01% | 0.01% | 47 | -4,554 | -8.98% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 45,819 | 6,053 | 0.02% | 0.02% | 48 | -2,362 | -4.9% | Q1 2026 | Apr 30, 2026 |
| Destination Wealth Management | History | Added to | 45,006 | 5,945 | 0.15% | 0.16% | 49 | +656 | 1.48% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 44,408 | 5,861 | 0.01% | 0.01% | 50 | +4,139 | 10.28% | Q1 2026 | May 14, 2026 |
| Glenview Trust Co | History | No change | 42,500 | 5,614 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ASPIRIANT, LLC | History | No change | 42,007 | 5,549 | 0.16% | 0.17% | 52 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 38,454 | 5,530 | 1.66% | 1.72% | 53 | +949 | 2.53% | Q1 2026 | May 12, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 41,692 | 5,507 | 3.3% | 2.94% | 54 | -272 | -0.65% | Q1 2026 | Apr 15, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 39,936 | 5,275 | 0.03% | 0.04% | 55 | -2,755 | -6.45% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 39,041 | 5,157 | 0.01% | 0.01% | 56 | -199 | -0.51% | Q1 2026 | May 14, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | Reduced | 38,147 | 5,039 | 1.16% | 1.24% | 57 | -1,017 | -2.6% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 37,922 | 4,893 | 0.0% | 0.0% | 58 | +4,653 | 13.99% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Added to | 36,554 | 4,828 | 0.06% | 0.06% | 59 | +1,446 | 4.12% | Q1 2026 | Apr 16, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 36,430 | 4,812 | 0.01% | 0.01% | 60 | -7,437 | -16.95% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 35,077 | 4,633 | 0.01% | 0.01% | 61 | +436 | 1.26% | Q1 2026 | May 15, 2026 |
| Olde Wealth Management, LLC | History | Added to | 34,689 | 4,582 | 1.45% | 1.49% | 62 | +10 | 0.03% | Q1 2026 | May 12, 2026 |
| Garde Capital, Inc. | History | Added to | 34,665 | 4,579 | 0.27% | 0.27% | 63 | +2,413 | 7.48% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 34,381 | 4,541 | 0.09% | 0.1% | 64 | -1,090 | -3.07% | Q1 2026 | May 14, 2026 |
| BigSur Wealth Management LLC | History | No change | 32,000 | 4,227 | 1.19% | 1.08% | 65 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | Added to | 31,749 | 4,194 | 0.02% | 0.02% | 66 | +26 | 0.08% | Q1 2026 | May 11, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 31,618 | 4,176 | 0.33% | 0.36% | 67 | -1,336 | -4.05% | Q1 2026 | Apr 09, 2026 |
| SageView Advisory Group, LLC | History | No change | 29,897 | 4,166 | 0.14% | 0.14% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 28,940 | 4,032 | 0.76% | 0.76% | 69 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 30,365 | 4,011 | 0.02% | 0.01% | 70 | +19,631 | 182.89% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 29,852 | 3,943 | 0.0% | 0.0% | 71 | +708 | 2.43% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 29,291 | 3,900 | 0.07% | 0.08% | 72 | -1,508 | -4.9% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 29,333 | 3,874 | 0.08% | 0.09% | 73 | -1,150 | -3.77% | Q1 2026 | May 15, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 29,230 | 3,861 | 0.11% | 0.11% | 74 | -2,932 | -9.12% | Q1 2026 | Apr 21, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 28,247 | 3,731 | 0.05% | 0.07% | 75 | -1,554 | -5.21% | Q1 2026 | Apr 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 28,164 | 3,720 | 0.1% | 0.11% | 76 | -1,394 | -4.72% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 27,437 | 3,624 | 0.01% | 0.01% | 77 | +2,803 | 11.38% | Q1 2026 | Apr 30, 2026 |
| NorthRock Partners, LLC | History | Added to | 27,246 | 3,599 | 0.06% | 0.06% | 78 | +398 | 1.48% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Reduced | 24,475 | 3,233 | 0.52% | 0.35% | 79 | -588 | -2.35% | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 24,300 | 3,210 | 0.03% | 0.03% | 80 | +1,245 | 5.4% | Q1 2026 | May 08, 2026 |
| BAILARD, INC. | History | Added to | 23,947 | 3,163 | 0.07% | 0.07% | 81 | +508 | 2.17% | Q1 2026 | May 11, 2026 |
| Relyea Zuckerberg Hanson LLC | History | No change | 23,860 | 3,151 | 0.32% | 0.34% | 82 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ledyard National Bank | History | Added to | 23,664 | 3,126 | 0.27% | 0.27% | 83 | +1,033 | 4.56% | Q1 2026 | Apr 24, 2026 |
| VERITY Wealth Advisors | History | No change | 23,554 | 3,111 | 2.08% | 2.04% | 84 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Financially in Tune, LLC | History | Added to | 23,152 | 3,058 | 2.63% | 3.0% | 85 | +118 | 0.51% | Q1 2026 | Apr 22, 2026 |
| Simmons Bank | History | Reduced | 22,310 | 2,947 | 0.2% | 0.22% | 86 | -1,620 | -6.77% | Q1 2026 | Apr 23, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 22,274 | 2,942 | 0.02% | 0.02% | 87 | +414 | 1.89% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | Added to | 21,420 | 2,829 | 0.01% | 0.02% | 88 | +325 | 1.54% | Q1 2026 | May 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 20,189 | 2,813 | 0.14% | 0.13% | 89 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | Reduced | 20,630 | 2,799 | 0.0% | 0.0% | 90 | -4,071 | -16.48% | Q1 2026 | May 14, 2026 |
| CGN Advisors LLC | History | Reduced | 21,128 | 2,790 | 0.22% | 0.23% | 91 | -14 | -0.07% | Q1 2026 | Apr 13, 2026 |
| Shepherd Financial Partners LLC | History | Reduced | 20,325 | 2,684 | 0.25% | 0.28% | 92 | -1,130 | -5.27% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 20,243 | 2,674 | 0.04% | 0.04% | 93 | +502 | 2.54% | Q1 2026 | Apr 08, 2026 |
| HB Wealth Management, LLC | History | Added to | 20,226 | 2,671 | 0.02% | 0.02% | 94 | +19 | 0.09% | Q1 2026 | Apr 27, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 19,910 | 2,630 | 0.04% | 0.04% | 95 | +681 | 3.54% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 19,599 | 2,627 | 0.05% | 0.06% | 96 | -94 | -0.48% | Q1 2026 | Apr 28, 2026 |
| Cresset Asset Management, LLC | History | Added to | 19,880 | 2,626 | 0.01% | 0.01% | 97 | +15 | 0.08% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | No change | 18,820 | 2,622 | 0.17% | 0.17% | 98 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Allworth Financial LP | History | Added to | 19,730 | 2,606 | 0.01% | 0.01% | 99 | +10 | 0.05% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 19,172 | 2,532 | 0.01% | 0.01% | 100 | -827 | -4.14% | Q1 2026 | Apr 24, 2026 |
| Fingerlakes Wealth Management, Inc. | History | Added to | 18,789 | 2,482 | 1.65% | 1.64% | 101 | +323 | 1.75% | Q1 2026 | Apr 21, 2026 |
| COMMERCE BANK | History | Added to | 18,295 | 2,416 | 0.01% | 0.01% | 102 | +15 | 0.08% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 18,150 | 2,397 | 0.13% | 0.27% | 103 | -15,057 | -45.34% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 17,538 | 2,316 | 0.01% | 0.01% | 104 | -926 | -5.02% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 15,117 | 2,182 | 0.05% | 0.05% | 105 | -23 | -0.15% | Q1 2026 | May 04, 2026 |
| One Wealth Advisors, LLC | History | Added to | 16,405 | 2,167 | 0.27% | 0.28% | 106 | +142 | 0.87% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 16,107 | 2,127 | 0.0% | 0.0% | 107 | +1,657 | 11.47% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | Added to | 16,096 | 2,126 | 0.42% | 0.42% | 108 | +467 | 2.99% | Q1 2026 | Apr 13, 2026 |
| Wescott Financial Advisory Group, LLC | History | Reduced | 15,892 | 2,099 | 0.18% | 0.19% | 109 | -77 | -0.48% | Q1 2026 | May 12, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 14,656 | 2,042 | 0.15% | 0.15% | 110 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 14,916 | 1,970 | 0.1% | 0.12% | 111 | -1,150 | -7.16% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Reduced | 14,686 | 1,940 | 0.01% | 0.01% | 112 | -2,636 | -15.22% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 14,401 | 1,902 | 0.02% | 0.02% | 113 | -121 | -0.83% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 14,393 | 1,901 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 14,363 | 1,897 | 0.01% | — | 115 | +14,363 | New | Q1 2026 | May 12, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 13,922 | 1,839 | 0.09% | 0.1% | 117 | -103 | -0.73% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 13,929 | 1,839 | 0.04% | 0.04% | 116 | -45 | -0.32% | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 12,220 | 1,817 | 0.12% | 0.13% | 118 | -750 | -5.78% | Q1 2026 | May 12, 2026 |
| Trust Co | History | Reduced | 13,736 | 1,814 | 0.17% | 0.18% | 119 | -64 | -0.46% | Q1 2026 | Apr 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 13,391 | 1,768 | 0.31% | 0.31% | 120 | +983 | 7.92% | Q1 2026 | May 05, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 13,358 | 1,764 | 0.03% | 0.03% | 121 | -154 | -1.14% | Q1 2026 | May 15, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 11,492 | 1,740 | 0.65% | 0.66% | 122 | -905 | -7.3% | Q1 2026 | Apr 13, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 13,147 | 1,736 | 0.42% | 0.44% | 123 | +34 | 0.26% | Q1 2026 | May 05, 2026 |
| New Covenant Trust Company, N.A. | History | Reduced | 13,085 | 1,728 | 1.54% | 1.77% | 124 | -936 | -6.68% | Q1 2026 | Apr 17, 2026 |
| Ellevest, Inc. | History | Reduced | 13,005 | 1,717 | 0.24% | 0.26% | 125 | -360 | -2.69% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | Reduced | 14,145 | 1,670 | 0.0% | 0.0% | 127 | -2,001 | -12.39% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,644 | 1,670 | 0.01% | 0.01% | 126 | +13 | 0.1% | Q1 2026 | Apr 30, 2026 |
| First Pacific Financial | History | Reduced | 12,464 | 1,646 | 0.21% | 0.26% | 128 | -1,611 | -11.45% | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 12,434 | 1,642 | 0.01% | 0.02% | 129 | -180 | -1.43% | Q1 2026 | May 06, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 12,232 | 1,615 | 0.04% | 0.04% | 130 | -84 | -0.68% | Q1 2026 | May 12, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 12,030 | 1,589 | 0.08% | 0.09% | 131 | -43 | -0.36% | Q1 2026 | Apr 29, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 11,809 | 1,559 | 0.01% | 0.01% | 132 | -8 | -0.07% | Q1 2026 | May 11, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 11,648 | 1,538 | 0.04% | 0.05% | 133 | -127 | -1.08% | Q1 2026 | May 04, 2026 |
| Winthrop Advisory Group LLC | History | Reduced | 11,590 | 1,531 | 0.13% | 0.15% | 134 | -716 | -5.82% | Q1 2026 | Apr 13, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 10,861 | 1,434 | 0.55% | 0.57% | 135 | +354 | 3.37% | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 10,835 | 1,431 | 0.01% | 0.01% | 136 | -7 | -0.06% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | Reduced | 10,823 | 1,429 | 0.32% | 0.36% | 137 | -820 | -7.04% | Q1 2026 | May 08, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 10,519 | 1,389 | 0.39% | 0.44% | 138 | -637 | -5.71% | Q1 2026 | Apr 08, 2026 |
| Bigelow Investment Advisors, LLC | History | Reduced | 10,241 | 1,352 | 0.54% | 0.64% | 139 | -1,478 | -12.61% | Q1 2026 | Apr 23, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 10,055 | 1,328 | 0.04% | 0.05% | 140 | -203 | -1.98% | Q1 2026 | May 06, 2026 |
| WHI TRUST Co LLC | History | No change | 10,000 | 1,321 | 1.0% | 1.07% | 141 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | No change | 9,971 | 1,317 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 9,939 | 1,312 | 0.25% | 0.24% | 143 | -140 | -1.39% | Q1 2026 | May 20, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 9,920 | 1,310 | 0.07% | 0.08% | 144 | -66 | -0.66% | Q1 2026 | Apr 16, 2026 |
| NEPC LLC | History | Added to | 9,903 | 1,308 | 0.03% | 0.02% | 145 | +2,257 | 29.52% | Q1 2026 | May 15, 2026 |
| Members Trust Co | History | Reduced | 9,646 | 1,274 | 0.04% | 0.04% | 146 | -96 | -0.99% | Q1 2026 | May 04, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | No change | 9,620 | 1,270 | 0.52% | 0.64% | 147 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Portland Global Advisors LLC | History | Reduced | 9,555 | 1,262 | 0.13% | 0.14% | 148 | -125 | -1.29% | Q1 2026 | May 11, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | Added to | 9,478 | 1,251 | 0.22% | 0.24% | 149 | +6 | 0.06% | Q1 2026 | Apr 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,442 | 1,247 | 0.0% | 0.0% | 150 | +774 | 8.93% | Q1 2026 | May 13, 2026 |
| Berman McAleer LLC | History | No change | 9,339 | 1,233 | 0.17% | 0.18% | 151 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,982 | 1,186 | 0.0% | 0.0% | 152 | +6,099 | 211.55% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 8,514 | 1,186 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SK Wealth Management, LLC | History | Added to | 8,661 | 1,160 | 0.32% | 0.33% | 154 | +239 | 2.84% | Q1 2026 | May 06, 2026 |
| Financial Planning Fort Collins, LLC | History | Added to | 8,001 | 1,158 | 0.87% | 0.94% | 156 | +280 | 3.63% | Q1 2026 | Apr 27, 2026 |
| WESBANCO BANK INC | History | Added to | 8,773 | 1,158 | 0.03% | 0.03% | 155 | +265 | 3.11% | Q1 2026 | Apr 21, 2026 |
| Lido Advisors, LLC | History | Reduced | 8,739 | 1,154 | 0.0% | 0.0% | 157 | -371 | -4.07% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 8,690 | 1,147 | 0.14% | 0.15% | 158 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RED CRANE WEALTH MANAGEMENT, LLC | History | Added to | 8,568 | 1,131 | 0.93% | 0.97% | 159 | +13 | 0.15% | Q1 2026 | Apr 28, 2026 |
| Round Rock Advisors LLC | History | Reduced | 8,314 | 1,098 | 0.17% | 0.18% | 160 | -213 | -2.5% | Q1 2026 | May 15, 2026 |
| Destiny Capital Corp/CO | History | Reduced | 8,313 | 1,098 | 0.59% | 0.6% | 161 | -37 | -0.44% | Q1 2026 | May 11, 2026 |
| PRENTISS SMITH & CO INC | History | Reduced | 8,278 | 1,093 | 0.63% | 0.7% | 162 | -106 | -1.26% | Q1 2026 | May 07, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 8,241 | 1,088 | 0.15% | 0.15% | 163 | +1 | 0.01% | Q1 2026 | Apr 07, 2026 |
| Haverford Trust Co | History | Reduced | 8,180 | 1,080 | 0.01% | 0.01% | 164 | -200 | -2.39% | Q1 2026 | May 11, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 8,075 | 1,066 | 0.15% | 0.17% | 165 | -546 | -6.33% | Q1 2026 | Apr 20, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 8,051 | 1,063 | 0.01% | 0.01% | 166 | +875 | 12.19% | Q1 2026 | May 01, 2026 |
| Apella Capital, LLC | History | Added to | 7,364 | 1,058 | 0.02% | 0.02% | 167 | +774 | 11.75% | Q1 2026 | Apr 20, 2026 |
| Legacy Edge Advisors, LLC | History | Added to | 8,004 | 1,057 | 0.11% | 0.11% | 168 | +848 | 11.85% | Q1 2026 | May 11, 2026 |
| Mutual Advisors, LLC | History | Reduced | 7,989 | 1,055 | 0.02% | 0.02% | 169 | -274 | -3.32% | Q1 2026 | May 01, 2026 |
| Midwest Trust Co | History | Added to | 7,950 | 1,050 | 0.01% | 0.01% | 170 | +226 | 2.93% | Q1 2026 | May 01, 2026 |
| Evergreen Wealth Partners LLC | History | Reduced | 7,879 | 1,040 | 0.79% | 1.03% | 172 | -876 | -10.01% | Q1 2026 | May 08, 2026 |
| Coastline Trust Co | History | No change | 7,877 | 1,040 | 0.1% | 0.1% | 171 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 7,835 | 1,035 | 0.02% | 0.02% | 173 | +12 | 0.15% | Q1 2026 | May 14, 2026 |
| Moment Partners, LLC | History | Reduced | 7,765 | 1,025 | 0.18% | 0.22% | 174 | -38 | -0.49% | Q1 2026 | May 04, 2026 |
| Finley Financial, LLC | History | No change | 7,610 | 1,005 | 0.47% | 0.49% | 175 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRAPHAGEN INVESTMENT ADVISORS LLC | History | Added to | 7,550 | 997 | 0.08% | 0.09% | 176 | +11 | 0.15% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 7,517 | 992 | 0.01% | 0.01% | 177 | +181 | 2.47% | Q1 2026 | May 15, 2026 |
| Smart Portfolios, LLC | History | Added to | 7,488 | 989 | 0.99% | 1.0% | 178 | +255 | 3.53% | Q1 2026 | May 01, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 7,459 | 985 | 0.03% | 0.03% | 179 | -17 | -0.23% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 7,356 | 971 | 0.01% | 0.01% | 180 | +225 | 3.16% | Q1 2026 | May 05, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 7,308 | 965 | 0.01% | 0.01% | 181 | +28 | 0.38% | Q1 2026 | May 12, 2026 |
| Citrine Capital LLC | History | Added to | 7,265 | 959 | 0.42% | 0.47% | 182 | +15 | 0.21% | Q1 2026 | Apr 21, 2026 |
| Curbstone Financial Management Corp | History | No change | 7,146 | 943 | 0.18% | 0.19% | 183 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 7,069 | 933 | 0.09% | 0.09% | 184 | +17 | 0.24% | Q1 2026 | May 15, 2026 |
| McClarren Financial Advisors, Inc. | History | Added to | 6,927 | 915 | 0.54% | 0.57% | 185 | +4,021 | 138.37% | Q1 2026 | Apr 16, 2026 |
| Waverly Advisors, LLC | History | Reduced | 6,876 | 908 | 0.01% | 0.01% | 186 | -2,969 | -30.16% | Q1 2026 | May 15, 2026 |
| FSA WEALTH PARTNERS, INC. | History | Reduced | 6,847 | 904 | 0.43% | 0.66% | 187 | -6,372 | -48.2% | Q1 2026 | Apr 27, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,313 | 879 | 0.01% | 0.01% | 188 | +13 | 0.21% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 6,292 | 876 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Westside Investment Management, Inc. | History | Added to | 6,551 | 865 | 0.13% | 0.15% | 190 | +10 | 0.15% | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 6,534 | 863 | 0.03% | 0.03% | 191 | -635 | -8.86% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,450 | 858 | 0.01% | 0.01% | 192 | +405 | 6.7% | Q1 2026 | Apr 07, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 6,365 | 840 | 0.08% | 0.07% | 193 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Nautilus Advisors LLC | History | No change | 6,200 | 819 | 0.56% | 0.56% | 194 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| JNBA Financial Advisors | History | Reduced | 6,119 | 808 | 0.07% | 0.08% | 195 | -640 | -9.47% | Q1 2026 | Apr 22, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,017 | 794 | 0.02% | 0.03% | 196 | -2,700 | -30.97% | Q1 2026 | May 14, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 6,000 | 792 | 0.23% | 0.24% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Capital Investment Counsel, LLC | History | No change | 6,000 | 792 | 0.11% | 0.12% | 198 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 5,940 | 784 | 0.04% | 0.05% | 200 | -1,093 | -15.54% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | No change | 5,939 | 784 | 0.04% | 0.05% | 199 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 5,918 | 781 | 0.0% | — | 201 | +5,918 | New | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 5,911 | 780 | 0.01% | 0.01% | 202 | +80 | 1.37% | Q1 2026 | May 08, 2026 |
| Well Done, LLC | History | No change | 5,905 | 780 | 0.11% | 0.12% | 203 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rollins Financial Advisors, LLC | History | No change | 5,878 | 776 | 0.12% | 0.12% | 204 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | Reduced | 5,806 | 766 | 0.07% | 0.07% | 205 | -288 | -4.73% | Q1 2026 | Apr 15, 2026 |
| Bank of New Hampshire | History | No change | 5,790 | 764 | 0.17% | 0.18% | 206 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Brio Consultants, LLC | History | Added to | 5,100 | 751 | 0.09% | 0.08% | 207 | +454 | 9.77% | Q1 2026 | May 06, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | Added to | 5,677 | 749 | 0.25% | 0.26% | 208 | +296 | 5.5% | Q1 2026 | Apr 17, 2026 |
| WealthShield Partners, LLC | History | Reduced | 5,590 | 738 | 0.08% | 0.1% | 209 | -810 | -12.66% | Q1 2026 | May 01, 2026 |
| RED REEF ADVISORS LLC | History | Reduced | 5,435 | 717 | 0.75% | 0.77% | 210 | -26 | -0.48% | Q1 2026 | May 12, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 5,421 | 716 | 0.15% | 0.17% | 211 | -202 | -3.59% | Q1 2026 | Apr 15, 2026 |
| Mechanics Bank Trust Department | History | No change | 5,400 | 713 | 0.1% | 0.1% | 212 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 5,333 | 704 | 0.0% | 0.0% | 213 | +165 | 3.19% | Q1 2026 | May 01, 2026 |
| Walkner Condon Financial Advisors LLC | History | Reduced | 5,295 | 699 | 0.09% | 0.1% | 214 | -104 | -1.93% | Q1 2026 | Apr 28, 2026 |
| ACTION POINT FINANCIAL PLANNING, LLC | History | New | 5,288 | 698 | 0.62% | — | 215 | +5,288 | New | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,258 | 694 | 0.01% | 0.01% | 216 | +2,679 | 103.88% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 5,241 | 692 | 0.03% | 0.04% | 217 | -182 | -3.36% | Q1 2026 | Apr 15, 2026 |
| McAdam, LLC | History | Reduced | 5,220 | 689 | 0.03% | 0.03% | 218 | -24 | -0.46% | Q1 2026 | May 08, 2026 |
| Modera Wealth Management, LLC | History | No change | 5,203 | 687 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 5,188 | 685 | 0.17% | 0.2% | 220 | -623 | -10.72% | Q1 2026 | May 01, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 5,131 | 677 | 0.0% | 0.0% | 221 | +102 | 2.03% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 5,105 | 674 | 0.02% | 0.02% | 222 | +533 | 11.66% | Q1 2026 | May 11, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 4,591 | 669 | 0.14% | 0.15% | 223 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 5,054 | 667 | 0.01% | 0.01% | 224 | -10 | -0.2% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Reduced | 5,046 | 666 | 0.0% | 0.01% | 225 | -148 | -2.85% | Q1 2026 | Apr 15, 2026 |
| AGF MANAGEMENT LTD | History | No change | 5,000 | 660 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 5,000 | 660 | 0.38% | 0.43% | 227 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | Added to | 4,991 | 659 | 0.01% | 0.01% | 228 | +1 | 0.02% | Q1 2026 | Apr 13, 2026 |
| SCS Capital Management LLC | History | Reduced | 4,984 | 658 | 0.01% | 0.01% | 229 | -97 | -1.91% | Q1 2026 | May 11, 2026 |
| Ryan Investment Management, Inc. | History | Reduced | 4,959 | 655 | 0.37% | 0.67% | 230 | -3,751 | -43.07% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,692 | 653 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MAI Capital Management | History | Added to | 4,941 | 652 | 0.0% | 0.0% | 232 | +474 | 10.61% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Added to | 4,940 | 652 | 0.06% | 0.05% | 233 | +167 | 3.5% | Q1 2026 | Apr 30, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 4,878 | 644 | 0.06% | 0.07% | 234 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TriaGen Wealth Management LLC | History | Reduced | 4,869 | 643 | 0.18% | 0.19% | 235 | -300 | -5.8% | Q1 2026 | Apr 29, 2026 |
| Vontobel Holding Ltd. | History | No change | 4,816 | 636 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ProVise Management Group, LLC | History | Reduced | 4,777 | 631 | 0.05% | 0.05% | 237 | -9 | -0.19% | Q1 2026 | May 06, 2026 |
| Facet Wealth, Inc. | History | Added to | 4,771 | 630 | 0.01% | 0.01% | 238 | +1,490 | 45.41% | Q1 2026 | May 07, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 4,763 | 629 | 0.0% | 0.01% | 239 | -590 | -11.02% | Q1 2026 | May 14, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 4,660 | 615 | 0.16% | 0.17% | 240 | -25 | -0.53% | Q1 2026 | Apr 28, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 4,662 | 615 | 0.11% | 0.11% | 241 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | Reduced | 4,629 | 611 | 0.06% | 0.05% | 242 | -54 | -1.15% | Q1 2026 | May 15, 2026 |
| West Financial Advisors, LLC | History | Reduced | 4,596 | 607 | 0.1% | 0.11% | 243 | -26 | -0.56% | Q1 2026 | Apr 08, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 4,554 | 601 | 0.14% | 0.14% | 244 | +1 | 0.02% | Q1 2026 | Apr 17, 2026 |
| Richmond Investment Services, LLC | History | No change | 4,522 | 597 | 0.1% | 0.11% | 245 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CWS Financial Advisors, LLC | History | Reduced | 4,414 | 583 | 0.15% | 0.17% | 246 | -47 | -1.05% | Q1 2026 | Apr 27, 2026 |
| TRUST CO OF VERMONT | History | No change | 4,172 | 581 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| ASL Financial, LLC | History | Reduced | 4,396 | 580 | 0.46% | 0.48% | 248 | -80 | -1.79% | Q1 2026 | Apr 09, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,386 | 579 | 0.0% | 0.0% | 249 | +2,687 | 158.15% | Q1 2026 | May 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 4,386 | 579 | 0.04% | 0.04% | 250 | +4 | 0.09% | Q1 2026 | May 07, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 4,300 | 568 | 0.31% | 0.33% | 251 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| First Command Advisory Services, Inc. | History | Reduced | 4,295 | 567 | 0.0% | 0.0% | 252 | -16 | -0.37% | Q1 2026 | May 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 4,284 | 565 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Connecticut Wealth Management, LLC | History | Added to | 4,260 | 562 | 0.02% | 0.02% | 254 | +336 | 8.56% | Q1 2026 | Apr 30, 2026 |
| Opulen Financial Group LLC | History | Added to | 4,255 | 562 | 0.4% | 0.43% | 255 | +10 | 0.24% | Q1 2026 | Apr 29, 2026 |
| Sharper & Granite LLC | History | Reduced | 4,210 | 556 | 0.19% | 0.21% | 256 | -142 | -3.26% | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,200 | 554 | 0.02% | 0.03% | 257 | +10 | 0.24% | Q1 2026 | May 19, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 4,181 | 552 | 0.0% | 0.0% | 258 | -276 | -6.19% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 4,167 | 550 | 0.0% | 0.0% | 259 | -7,272 | -63.57% | Q1 2026 | May 13, 2026 |
| Mill Capital Management, LLC | History | No change | 4,150 | 548 | 0.04% | 0.04% | 260 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 4,096 | 541 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Harbor Group, Inc. | History | Added to | 4,055 | 535 | 0.08% | 0.08% | 262 | +361 | 9.77% | Q1 2026 | Apr 10, 2026 |
| CIBC Asset Management Inc | History | No change | 4,010 | 529 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Progressive Investment Management Corp | History | No change | 4,000 | 528 | 0.14% | 0.13% | 264 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 3,984 | 526 | 0.28% | 0.29% | 265 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 3,960 | 523 | 0.02% | 0.02% | 266 | -474 | -10.69% | Q1 2026 | May 12, 2026 |
| SNS Financial Group, LLC | History | Reduced | 3,908 | 516 | 0.04% | 0.05% | 267 | -41 | -1.04% | Q1 2026 | Apr 14, 2026 |
| GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. | History | No change | 3,906 | 515 | 0.4% | 0.43% | 268 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| North Star Investment Management Corp. | History | No change | 3,859 | 509 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 3,855 | 509 | 0.44% | 0.43% | 270 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 3,830 | 505 | 0.04% | — | 271 | +3,830 | New | Q1 2026 | Apr 07, 2026 |
| Peregrine Asset Advisers, Inc. | History | Added to | 3,822 | 504 | 0.14% | 0.15% | 272 | +35 | 0.92% | Q1 2026 | Apr 24, 2026 |
| Bell Bank | History | New | 3,802 | 502 | 0.02% | — | 273 | +3,802 | New | Q1 2026 | Apr 23, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Reduced | 3,775 | 498 | 0.49% | 0.53% | 275 | -25 | -0.66% | Q1 2026 | Apr 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 3,773 | 498 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WARNER FINANCIAL, INC | History | Added to | 3,711 | 490 | 0.17% | 0.18% | 276 | +3 | 0.08% | Q1 2026 | Apr 08, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 3,514 | 489 | 0.1% | 0.1% | 277 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Asempa Wealth Advisors | History | No change | 3,660 | 487 | 0.42% | 0.44% | 278 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Weaver Consulting Group | History | No change | 3,682 | 486 | 0.12% | 0.13% | 279 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McGinn Penninger Investment Management, Inc. | History | Reduced | 3,618 | 478 | 0.31% | 0.37% | 280 | -970 | -21.14% | Q1 2026 | Apr 28, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | Added to | 3,461 | 475 | 0.32% | 0.31% | 282 | +234 | 7.25% | Q1 2026 | Apr 10, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 3,599 | 475 | 0.01% | 0.01% | 281 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Diversified Enterprises, LLC | History | Added to | 3,573 | 472 | 0.03% | 0.03% | 283 | +19 | 0.53% | Q1 2026 | May 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 3,530 | 466 | 0.03% | 0.03% | 284 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 3,429 | 453 | 0.01% | 0.01% | 285 | -1,267 | -26.98% | Q1 2026 | Apr 28, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 3,416 | 451 | 0.01% | 0.01% | 286 | +3 | 0.09% | Q1 2026 | May 11, 2026 |
| Highview Capital Management LLC/DE/ | History | No change | 3,413 | 450 | 0.16% | 0.17% | 287 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mallini Complete Financial Planning LLC | History | No change | 3,412 | 450 | 0.36% | 0.38% | 288 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WIN ADVISORS, INC | History | Reduced | 3,365 | 444 | 0.2% | 0.2% | 290 | -40 | -1.17% | Q1 2026 | May 01, 2026 |
| J. Mark Nickell & Co. | History | No change | 3,363 | 444 | 0.46% | 0.43% | 289 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Reduced | 3,353 | 442 | 0.03% | 0.03% | 292 | -40 | -1.18% | Q1 2026 | Apr 13, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 3,350 | 442 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Continuum Advisory, LLC | History | New | 3,279 | 433 | 0.04% | — | 293 | +3,279 | New | Q1 2026 | Apr 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 3,277 | 432 | 0.03% | 0.03% | 294 | +7 | 0.21% | Q1 2026 | Apr 23, 2026 |
| Sound Stewardship, LLC | History | No change | 3,226 | 426 | 0.2% | 0.22% | 295 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Global View Capital Management LLC | History | Added to | 3,224 | 425 | 0.11% | 0.08% | 296 | +124 | 4.0% | Q1 2026 | May 04, 2026 |
| TrustBank | History | No change | 3,212 | 424 | 0.16% | 0.19% | 297 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 3,201 | 422 | 0.01% | 0.01% | 298 | -144 | -4.3% | Q1 2026 | May 01, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,197 | 422 | 0.0% | 0.0% | 299 | +20 | 0.63% | Q1 2026 | Apr 29, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | No change | 3,148 | 416 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | May 11, 2026 |