iSHARES TRUST - SUSL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of Italy | History | No change | 887,779 | 100,854 | 4.56% | 4.68% | 1 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 706,838 | 80,298 | 0.12% | 0.14% | 2 | -25,651 | -3.5% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 455,266 | 51,719 | 0.0% | 0.0% | 3 | -138,097 | -23.27% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 443,012 | 48,839 | 0.0% | 0.0% | 4 | -827 | -0.19% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 376,738 | 42,798 | 0.01% | 0.01% | 5 | +1,425 | 0.38% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 205,356 | 23,328 | 0.02% | 0.02% | 6 | +2,832 | 1.4% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 202,161 | 23,192 | 0.05% | 0.04% | 7 | -52,278 | -20.55% | Q1 2026 | Apr 08, 2026 |
| Allworth Financial LP | History | Reduced | 190,807 | 21,676 | 0.09% | 0.1% | 8 | -761 | -0.4% | Q1 2026 | May 14, 2026 |
| Ellevest, Inc. | History | Added to | 156,004 | 17,722 | 2.46% | 2.49% | 9 | +7,545 | 5.08% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 114,456 | 13,002 | 0.05% | 0.05% | 10 | +14,741 | 14.78% | Q1 2026 | May 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 82,341 | 9,354 | 0.14% | 0.15% | 11 | -777 | -0.93% | Q1 2026 | Apr 09, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 80,075 | 9,096 | 0.25% | 0.23% | 12 | +7,443 | 10.25% | Q1 2026 | Apr 28, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 79,626 | 9,045 | 0.05% | 0.05% | 13 | +635 | 0.8% | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | New | 78,073 | 8,869 | 0.39% | — | 14 | +78,073 | New | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 77,261 | 8,776 | 0.09% | 0.09% | 15 | +533 | 0.69% | Q1 2026 | May 08, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 65,760 | 7,471 | 0.24% | — | 16 | +65,760 | New | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | New | 62,541 | 7,104 | 0.1% | — | 17 | +62,541 | New | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 62,266 | 7,073 | 0.0% | 0.0% | 18 | -28,376 | -31.31% | Q1 2026 | May 15, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 61,802 | 7,020 | 0.87% | 0.94% | 19 | -1,320 | -2.09% | Q1 2026 | Apr 21, 2026 |
| Xena Financial Planning, LLC | History | Added to | 59,878 | 6,802 | 7.68% | 5.94% | 20 | +18,154 | 43.51% | Q1 2026 | Apr 14, 2026 |
| W ADVISORS, LLC | History | Reduced | 53,299 | 6,054 | 3.1% | 3.47% | 21 | -3,648 | -6.41% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 51,996 | 5,906 | 0.01% | 0.01% | 22 | -3,791 | -6.8% | Q1 2026 | Apr 27, 2026 |
| SK Wealth Management, LLC | History | Reduced | 50,820 | 5,852 | 1.62% | 1.76% | 23 | -328 | -0.64% | Q1 2026 | May 06, 2026 |
| GeoWealth Management, LLC | History | Reduced | 51,047 | 5,799 | 0.21% | 0.25% | 24 | -5,392 | -9.55% | Q1 2026 | May 13, 2026 |
| BLUESTEM FINANCIAL ADVISORS, LLC | History | Added to | 49,270 | 5,597 | 2.16% | 2.3% | 25 | +138 | 0.28% | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 41,728 | 4,740 | 0.04% | 0.06% | 26 | -1,133 | -2.64% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 40,334 | 4,582 | 0.04% | 0.04% | 27 | -2,077 | -4.9% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 37,356 | 4,243 | 0.0% | 0.0% | 28 | +11,303 | 43.38% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 32,028 | 3,638 | 0.0% | 0.0% | 29 | +17,382 | 118.68% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 28,459 | 3,235 | 0.0% | 0.01% | 30 | -1,225 | -4.13% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | No change | 28,404 | 3,226 | 0.31% | 0.33% | 31 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quantinno Capital Management LP | History | New | 25,165 | 2,858 | 0.0% | — | 32 | +25,165 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 23,719 | 2,694 | 0.0% | 0.0% | 33 | -1,056 | -4.26% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 23,450 | 2,663 | 0.0% | 0.0% | 34 | -361 | -1.52% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 22,351 | 2,539 | 0.0% | 0.0% | 35 | -1,156 | -4.92% | Q1 2026 | May 11, 2026 |
| Equitable Holdings, Inc. | History | Added to | 20,906 | 2,535 | 0.02% | 0.01% | 36 | +2,969 | 16.55% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 22,256 | 2,528 | 0.03% | — | 37 | +22,256 | New | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | New | 22,221 | 2,524 | 0.09% | — | 38 | +22,221 | New | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Added to | 21,639 | 2,458 | 0.03% | 0.03% | 39 | +892 | 4.3% | Q1 2026 | Apr 16, 2026 |
| HB Wealth Management, LLC | History | Added to | 19,057 | 2,164 | 0.01% | 0.01% | 40 | +2,071 | 12.19% | Q1 2026 | Apr 27, 2026 |
| Omega Financial Group, LLC | History | Reduced | 18,785 | 2,133 | 0.69% | 0.83% | 41 | -2,003 | -9.64% | Q1 2026 | May 12, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 17,483 | 1,986 | 0.42% | 0.46% | 42 | -684 | -3.77% | Q1 2026 | May 05, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 15,742 | 1,962 | 0.14% | 0.14% | 43 | -257 | -1.61% | Q1 2026 | Apr 29, 2026 |
| Walkner Condon Financial Advisors LLC | History | Added to | 17,023 | 1,933 | 0.25% | 0.28% | 44 | +122 | 0.72% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 16,582 | 1,883 | 0.0% | 0.0% | 45 | +365 | 2.25% | Q1 2026 | May 13, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,452 | 1,873 | 0.09% | 0.09% | 46 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 16,387 | 1,861 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 16,355 | 1,857 | 0.02% | 0.02% | 48 | -682 | -4.0% | Q1 2026 | Apr 13, 2026 |
| Bond & Devick Financial Network, Inc. | History | Added to | 16,056 | 1,824 | 0.51% | 0.49% | 49 | +1,563 | 10.78% | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,006 | 1,803 | 0.0% | 0.0% | 50 | -102 | -0.53% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 15,647 | 1,777 | 0.04% | 0.05% | 51 | -59 | -0.38% | Q1 2026 | May 11, 2026 |
| Values Added Financial LLC | History | Reduced | 15,513 | 1,762 | 0.74% | 0.79% | 52 | -3 | -0.02% | Q1 2026 | Apr 20, 2026 |
| Keebeck Wealth Management | History | Reduced | 15,173 | 1,723 | 0.19% | 0.21% | 53 | -88 | -0.58% | Q1 2026 | May 14, 2026 |
| Orgel Wealth Management, LLC | History | Reduced | 13,535 | 1,537 | 0.03% | 0.04% | 54 | -207 | -1.51% | Q1 2026 | Apr 07, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 13,525 | 1,536 | 0.22% | 0.22% | 55 | +137 | 1.02% | Q1 2026 | Apr 15, 2026 |
| Obsido Oy | History | Added to | 13,395 | 1,521 | 0.92% | 1.0% | 56 | +28 | 0.21% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 12,635 | 1,435 | 0.03% | 0.02% | 57 | +3,299 | 35.34% | Q1 2026 | May 14, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 12,109 | 1,375 | 0.19% | 0.18% | 58 | +1,528 | 14.44% | Q1 2026 | Apr 13, 2026 |
| SNS Financial Group, LLC | History | Added to | 11,586 | 1,316 | 0.11% | 0.09% | 59 | +2,742 | 31.0% | Q1 2026 | Apr 14, 2026 |
| Compass Ion Advisors, LLC | History | Added to | 9,706 | 1,102 | 0.11% | 0.11% | 60 | +106 | 1.1% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 9,396 | 1,067 | 0.0% | 0.0% | 61 | -393 | -4.01% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 8,514 | 967 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 8,434 | 958 | 0.0% | 0.0% | 63 | +374 | 4.64% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 8,310 | 953 | 0.01% | 0.01% | 64 | -398 | -4.57% | Q1 2026 | Apr 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,926 | 900 | 0.0% | 0.0% | 65 | +231 | 3.0% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Reduced | 7,793 | 885 | 0.04% | 0.04% | 66 | -207 | -2.59% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 7,679 | 872 | 0.0% | 0.01% | 67 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,438 | 844 | 0.02% | 0.01% | 68 | +1,240 | 20.01% | Q1 2026 | Apr 10, 2026 |
| Friedenthal Financial | History | No change | 7,281 | 827 | 0.41% | 0.45% | 69 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Crusonia Wealth Advisors LLC | History | Added to | 7,255 | 824 | 0.17% | 0.17% | 70 | +905 | 14.25% | Q1 2026 | May 12, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,231 | 821 | 0.02% | 0.02% | 71 | +44 | 0.61% | Q1 2026 | Apr 14, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 7,170 | 814 | 0.01% | 0.01% | 72 | -374 | -4.96% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,793 | 751 | 0.0% | 0.0% | 73 | +2,910 | 74.94% | Q1 2026 | May 15, 2026 |
| GTS FINANCIAL, LLC | History | New | 7,426 | 711 | 0.56% | — | 74 | +7,426 | New | Q1 2026 | May 19, 2026 |
| Charter Oak Capital Management, LLC | History | No change | 6,159 | 699 | 0.05% | 0.06% | 75 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aries Wealth Management | History | Added to | 6,051 | 687 | 0.15% | 0.16% | 76 | +75 | 1.26% | Q1 2026 | May 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 5,759 | 654 | 0.04% | 0.05% | 77 | -522 | -8.31% | Q1 2026 | Apr 29, 2026 |
| Private Advisor Group, LLC | History | Reduced | 5,714 | 649 | 0.0% | 0.0% | 78 | -23 | -0.4% | Q1 2026 | Apr 24, 2026 |
| RVW Wealth, LLC | History | No change | 5,721 | 649 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 5,602 | 636 | 0.0% | 0.01% | 80 | +97 | 1.76% | Q1 2026 | Apr 07, 2026 |
| PFG Investments, LLC | History | Added to | 5,567 | 632 | 0.03% | 0.03% | 81 | +881 | 18.8% | Q1 2026 | Apr 27, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 5,443 | 618 | 0.06% | 0.07% | 82 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 5,286 | 600 | 0.0% | 0.02% | 83 | -11,843 | -69.14% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,232 | 594 | 0.0% | 0.0% | 84 | +967 | 22.67% | Q1 2026 | Apr 15, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 4,985 | 574 | 0.03% | 0.04% | 85 | -36 | -0.72% | Q1 2026 | Apr 07, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 4,774 | 542 | 0.06% | 0.06% | 86 | -47 | -0.97% | Q1 2026 | Apr 08, 2026 |
| Relyea Zuckerberg Hanson LLC | History | Added to | 4,758 | 540 | 0.05% | 0.06% | 87 | +13 | 0.27% | Q1 2026 | Apr 30, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 4,695 | 533 | 0.35% | 0.36% | 88 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 4,655 | 528 | 0.22% | 0.2% | 89 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,532 | 514 | 0.02% | 0.02% | 90 | -332 | -6.83% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 4,508 | 512 | 0.0% | 0.0% | 92 | +3 | 0.07% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 4,510 | 512 | 0.0% | 0.0% | 91 | +1 | 0.02% | Q1 2026 | May 15, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 4,479 | 508 | 0.21% | 0.22% | 93 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,154 | 471 | 0.01% | 0.01% | 94 | -52 | -1.24% | Q1 2026 | May 14, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 4,138 | 470 | 0.17% | 0.19% | 95 | +1 | 0.02% | Q1 2026 | Apr 09, 2026 |
| SkyView Investment Advisors, LLC | History | Reduced | 4,119 | 468 | 0.06% | 0.07% | 96 | -143 | -3.36% | Q1 2026 | May 14, 2026 |
| CI INVESTMENTS INC. | History | Added to | 4,119 | 467 | 0.0% | 0.0% | 97 | +500 | 13.82% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 3,998 | 454 | 0.0% | 0.0% | 99 | +2,369 | 145.43% | Q1 2026 | May 13, 2026 |
| AGF MANAGEMENT LTD | History | No change | 4,000 | 454 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Madson Wealth Advisors Inc | History | New | 3,792 | 430 | 0.36% | — | 100 | +3,792 | New | Q1 2026 | Apr 21, 2026 |
| WIN ADVISORS, INC | History | New | 3,775 | 428 | 0.2% | — | 101 | +3,775 | New | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Reduced | 3,727 | 423 | 0.0% | 0.0% | 102 | -871 | -18.94% | Q1 2026 | May 13, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 3,638 | 413 | 0.03% | 0.03% | 103 | -117 | -3.12% | Q1 2026 | Apr 17, 2026 |
| Redhawk Wealth Advisors, Inc. | History | Added to | 3,609 | 409 | 0.05% | 0.04% | 104 | +352 | 10.81% | Q1 2026 | Apr 15, 2026 |
| SWEENEY & MICHEL, LLC | History | Reduced | 3,348 | 400 | 0.12% | 0.14% | 105 | -419 | -11.12% | Q1 2026 | Apr 16, 2026 |
| Foster Group, Inc. | History | Reduced | 3,509 | 398 | 0.01% | 0.01% | 106 | -129 | -3.55% | Q1 2026 | Apr 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 3,408 | 387 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Horizon Wealth Management, LLC | History | Added to | 3,404 | 386 | 0.06% | 0.06% | 108 | +33 | 0.98% | Q1 2026 | Apr 24, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 3,222 | 366 | 0.04% | 0.05% | 109 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MKT Advisors LLC | History | No change | 3,130 | 359 | 0.12% | 0.13% | 110 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Balance Wealth, LLC | History | Reduced | 3,156 | 358 | 0.11% | 0.13% | 111 | -180 | -5.4% | Q1 2026 | Apr 20, 2026 |
| GenTrust, LLC | History | No change | 3,112 | 353 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 3,021 | 343 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| United Asset Strategies, Inc. | History | Added to | 3,002 | 341 | 0.03% | 0.03% | 114 | +72 | 2.46% | Q1 2026 | Apr 29, 2026 |
| Veridan Wealth LLC | History | Reduced | 3,000 | 340 | 0.13% | 0.12% | 115 | -76 | -2.47% | Q1 2026 | May 15, 2026 |
| BOS Asset Management, LLC | History | No change | 2,872 | 326 | 0.08% | 0.09% | 116 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CITIGROUP INC | History | Added to | 2,845 | 323 | 0.0% | 0.0% | 117 | +331 | 13.17% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | No change | 2,845 | 323 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,828 | 321 | 0.01% | 0.01% | 119 | -38 | -1.33% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,819 | 320 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bigelow Investment Advisors, LLC | History | New | 2,810 | 319 | 0.13% | — | 121 | +2,810 | New | Q1 2026 | Apr 23, 2026 |
| One Capital Management, LLC | History | No change | 2,797 | 317 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,779 | 315 | 0.0% | 0.0% | 123 | -101 | -3.51% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,771 | 314 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 2,763 | 313 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,743 | 311 | 0.01% | 0.01% | 126 | -4 | -0.15% | Q1 2026 | Apr 13, 2026 |
| Wharton Business Group, LLC | History | Reduced | 2,725 | 309 | 0.01% | 0.01% | 127 | -85 | -3.02% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 2,617 | 297 | 0.0% | 0.0% | 129 | +440 | 20.21% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,618 | 297 | 0.0% | 0.0% | 128 | -70 | -2.6% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,595 | 294 | 0.0% | — | 130 | +2,595 | New | Q1 2026 | May 12, 2026 |
| Ridgeline Wealth, LLC | History | No change | 2,558 | 290 | 0.21% | 0.21% | 131 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Peak Retirement Planning, Inc. | History | New | 2,549 | 289 | 0.06% | — | 134 | +2,549 | New | Q1 2026 | May 11, 2026 |
| Vested Financial Planning, LLC | History | Reduced | 2,549 | 289 | 0.22% | 0.38% | 133 | -1,470 | -36.58% | Q1 2026 | Apr 16, 2026 |
| MORGAN STANLEY | History | Reduced | 2,550 | 289 | 0.0% | 0.0% | 132 | -842 | -24.82% | Q1 2026 | May 15, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 2,508 | 284 | 0.24% | 0.24% | 135 | +125 | 5.25% | Q1 2026 | May 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 2,205 | 278 | 0.04% | 0.04% | 137 | +53 | 2.46% | Q1 2026 | Apr 28, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 2,451 | 278 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 2,365 | 268 | 0.0% | 0.0% | 138 | -141 | -5.63% | Q1 2026 | May 15, 2026 |
| Zhang Financial LLC | History | New | 2,334 | 265 | 0.01% | — | 139 | +2,334 | New | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,311 | 262 | 0.0% | 0.0% | 140 | +80 | 3.59% | Q1 2026 | May 08, 2026 |
| Firestone Capital Management | History | Added to | 2,314 | 262 | 0.05% | 0.06% | 141 | +6 | 0.26% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 2,229 | 253 | 0.02% | 0.03% | 142 | +6 | 0.27% | Q1 2026 | Apr 27, 2026 |
| COMMERCE BANK | History | New | 2,224 | 252 | 0.0% | — | 143 | +2,224 | New | Q1 2026 | May 11, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 2,200 | 249 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 2,104 | 239 | 0.03% | — | 145 | +2,104 | New | Q1 2026 | Apr 30, 2026 |
| Milestone Asset Management Group, LLC | History | Reduced | 2,101 | 238 | 0.14% | 0.15% | 146 | -148 | -6.58% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,086 | 236 | 0.0% | 0.0% | 147 | +1,425 | 215.58% | Q1 2026 | Apr 30, 2026 |
| Gateway Wealth Partners, LLC | History | New | 1,930 | 219 | 0.01% | — | 148 | +1,930 | New | Q1 2026 | May 15, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 1,911 | 217 | 0.08% | 0.09% | 149 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Reduced | 1,901 | 215 | 0.0% | 0.0% | 150 | -105 | -5.23% | Q1 2026 | Apr 16, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 1,862 | 211 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 1,818 | 206 | 0.01% | — | 153 | +1,818 | New | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,814 | 206 | 0.02% | 0.03% | 152 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,800 | 204 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 1,782 | 202 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1,709 | 194 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | Added to | 1,694 | 192 | 0.02% | 0.03% | 157 | +4 | 0.24% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | New | 1,489 | 169 | 0.0% | — | 158 | +1,489 | New | Q1 2026 | May 15, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 1,438 | 163 | 0.05% | 0.05% | 159 | +4 | 0.28% | Q1 2026 | May 08, 2026 |
| Your Advocates Ltd., LLP | History | Added to | 1,417 | 161 | 0.05% | 0.02% | 160 | +885 | 166.35% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,245 | 141 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Family Capital Trust Co | History | No change | 1,200 | 136 | 0.05% | 0.05% | 162 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Keystone Financial Group, Inc. | History | No change | 1,054 | 119 | 0.06% | 0.07% | 163 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| US BANCORP \DE\ | History | No change | 1,028 | 116 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | No change | 860 | 97 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 823 | 93 | 0.0% | 0.0% | 166 | -381 | -31.64% | Q1 2026 | May 15, 2026 |
| DT Investment Partners, LLC | History | No change | 640 | 72 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD ADVISERS INC | History | New | 564 | 64 | 0.0% | — | 168 | +564 | New | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 458 | 52 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Community Financial Services Group, LLC | History | New | 444 | 50 | 0.01% | — | 170 | +444 | New | Q1 2026 | Apr 08, 2026 |
| Midway Capital Research & Management | History | New | 400 | 45 | 0.04% | — | 171 | +400 | New | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | No change | 360 | 40 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 320 | 36 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| UBS Group AG | History | Added to | 299 | 33 | 0.0% | 0.0% | 174 | +266 | 806.06% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 267 | 30 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 248 | 28 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 250 | 28 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 216 | 26 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Front Row Advisors LLC | History | No change | 210 | 23 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Noble Wealth Management PBC | History | No change | 180 | 20 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Glassman Wealth Services | History | No change | 172 | 19 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capitol Family Office, Inc. | History | No change | 155 | 18 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 142 | 17 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Gladwyn Financial Advisors, Inc. | History | No change | 129 | 14 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 115 | 13 | 0.01% | 0.1% | 185 | -1,347 | -92.13% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 98 | 11 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 75 | 9 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 75 | 8 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Western Wealth Management, LLC | History | New | 63 | 7 | 0.0% | — | 189 | +63 | New | Q1 2026 | May 19, 2026 |
| Rossby Financial, LCC | History | No change | 57 | 6 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 46 | 5 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Breakwater Investment Management | History | New | 29 | 3 | 0.0% | — | 192 | +29 | New | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | No change | 25 | 2 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Financial Freedom, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| National Philanthropic Trust | History | Closed out | 0 | 0 | — | 0.19% | — | -156,176 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,514 | -100.0% | Q1 2026 | May 15, 2026 |
| Confluence Wealth Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,773 | -100.0% | Q1 2026 | May 07, 2026 |
| Meridian Financial Partners LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,669 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Evergreen Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,418 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -990 | -100.0% | Q1 2026 | May 15, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.02% | — | -455 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -384 | -100.0% | Q1 2026 | May 12, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -302 | -100.0% | Q1 2026 | May 14, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -269 | -100.0% | Q1 2026 | Apr 29, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -97 | -100.0% | Q1 2026 | May 06, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Biltmore Family Office, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |