iSHARES TRUST - TIP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 24,329,782 | 2,685,034 | 0.2% | 0.16% | 1 | +3,729,751 | 18.11% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 4,392,983 | 484,809 | 0.03% | 0.03% | 2 | -1,181,735 | -21.2% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 4,319,551 | 476,705 | 0.03% | 0.03% | 3 | +51,702 | 1.21% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 2,652,184 | 292,694 | 0.01% | 0.0% | 4 | +32,070 | 1.22% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,961,201 | 216,438 | 0.06% | 0.07% | 5 | -78,848 | -3.87% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 1,663,759 | 183,612 | 0.03% | 0.04% | 6 | -709,335 | -29.89% | Q1 2026 | May 05, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | New | 1,513,455 | 167,024 | 3.93% | — | 7 | +1,513,455 | New | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 1,491,300 | 164,564 | 0.17% | 0.14% | 8 | +214,700 | 16.82% | Q1 2026 | Apr 22, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,402,404 | 154,769 | 0.03% | 0.02% | 9 | +213,916 | 18.0% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 1,402,159 | 154,742 | 0.04% | 0.04% | 10 | +141,881 | 11.26% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,348,241 | 148,981 | 0.03% | 0.02% | 11 | +477,270 | 54.8% | Q1 2026 | May 15, 2026 |
| CI INVESTMENTS INC. | History | Added to | 1,166,832 | 128,771 | 0.62% | 0.44% | 12 | +260,055 | 28.68% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 1,081,805 | 119,387 | 0.24% | 0.25% | 13 | -26,697 | -2.41% | Q1 2026 | May 06, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 1,042,055 | 115,001 | 2.07% | 2.12% | 14 | +10,272 | 1.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 792,456 | 87,455 | 0.02% | 0.01% | 15 | -17,252 | -2.13% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Added to | 736,210 | 81,248 | 3.48% | 3.3% | 16 | +40,685 | 5.85% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 665,645 | 73,453 | 0.0% | 0.0% | 17 | -2,350 | -0.35% | Q1 2026 | May 13, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 654,205 | 72,198 | 12.29% | 11.97% | 18 | +19,450 | 3.06% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | Added to | 623,523 | 68,811 | 0.05% | 0.04% | 19 | +129,098 | 26.11% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 609,035 | 67,213 | 0.25% | 0.25% | 20 | -26,156 | -4.12% | Q1 2026 | Apr 24, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 569,232 | 62,820 | 2.37% | 2.96% | 21 | -153,037 | -21.19% | Q1 2026 | May 12, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 485,165 | 53,542 | 0.47% | 0.5% | 22 | +20,861 | 4.49% | Q1 2026 | May 14, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 473,810 | 52,289 | 1.38% | 1.33% | 23 | +19,162 | 4.21% | Q1 2026 | Apr 16, 2026 |
| Bank of New York Mellon Corp | History | Added to | 466,675 | 51,502 | 0.01% | 0.01% | 24 | +1,391 | 0.3% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 455,864 | 50,309 | 0.03% | 0.03% | 25 | -17,568 | -3.71% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 451,433 | 49,820 | 0.03% | 0.03% | 26 | +9,037 | 2.04% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 438,698 | 48,430 | 0.07% | 0.06% | 27 | +86,958 | 24.72% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 434,073 | 47,904 | 1.31% | 1.33% | 28 | +32,373 | 8.06% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 427,799 | 47,212 | 0.12% | 0.04% | 29 | +278,111 | 185.79% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 427,438 | 47,172 | 0.05% | 0.05% | 30 | +22,723 | 5.61% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 413,029 | 45,582 | 0.04% | 0.04% | 31 | +58,280 | 16.43% | Q1 2026 | May 12, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 394,233 | 43,507 | 3.16% | 3.24% | 32 | -66,178 | -14.37% | Q1 2026 | Apr 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 388,070 | 42,827 | 0.04% | 0.04% | 33 | -21,158 | -5.17% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 385,936 | 42,591 | 0.15% | 0.16% | 34 | -1,207 | -0.31% | Q1 2026 | May 13, 2026 |
| Rock Creek Group LLC | History | Added to | 379,892 | 41,924 | 4.24% | 4.57% | 35 | +9,355 | 2.52% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 379,074 | 41,694 | 0.12% | 0.22% | 36 | +62,427 | 19.72% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 365,517 | 40,338 | 0.22% | 0.22% | 37 | +36,087 | 10.95% | Q1 2026 | May 15, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Reduced | 365,000 | 40,281 | 0.26% | 0.31% | 38 | -108,000 | -22.83% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 362,700 | 40,027 | 0.03% | 0.06% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 361,604 | 39,906 | 0.07% | 0.11% | 40 | -208,686 | -36.59% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 358,504 | 39,564 | 0.01% | 0.01% | 41 | +69,171 | 23.91% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 334,347 | 36,898 | 0.0% | 0.0% | 42 | +179,947 | 116.55% | Q1 2026 | May 15, 2026 |
| Arbor Investment Advisors, LLC | History | Added to | 333,103 | 36,761 | 4.79% | 4.71% | 43 | +7,133 | 2.19% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Added to | 324,094 | 35,767 | 0.04% | 0.04% | 44 | +13,950 | 4.5% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 323,345 | 35,684 | 0.04% | 0.04% | 45 | -93,800 | -22.49% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 309,639 | 34,178 | 0.02% | 0.03% | 46 | -210,138 | -40.43% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 301,923 | 33,320 | 0.06% | 0.05% | 47 | +24,437 | 8.81% | Q1 2026 | May 14, 2026 |
| 3EDGE Asset Management, LP | History | Reduced | 298,592 | 32,950 | 1.59% | 2.69% | 48 | -171,586 | -36.49% | Q1 2026 | May 15, 2026 |
| KWMG, LLC | History | Added to | 297,884 | 32,874 | 2.74% | 2.72% | 49 | +10,807 | 3.76% | Q1 2026 | Apr 09, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 270,514 | 29,853 | 0.35% | 0.34% | 50 | +14,150 | 5.52% | Q1 2026 | May 08, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | Added to | 255,669 | 28,215 | 0.45% | 0.22% | 51 | +131,485 | 105.88% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 243,726 | 26,897 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ethos Financial Group, LLC | History | Added to | 228,072 | 25,169 | 1.84% | 1.69% | 53 | +19,430 | 9.31% | Q1 2026 | May 05, 2026 |
| Deane Retirement Strategies, Inc. | History | Added to | 214,432 | 23,664 | 9.52% | 0.0% | 54 | +214,355 | 278383.12% | Q1 2026 | Apr 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 213,302 | 23,540 | 0.0% | 0.01% | 55 | -254,830 | -54.44% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Reduced | 209,372 | 23,106 | 0.5% | 0.45% | 56 | -23,835 | -10.22% | Q1 2026 | May 07, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 207,395 | 22,888 | 0.02% | 0.02% | 57 | +34,391 | 19.88% | Q1 2026 | May 12, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | Reduced | 277,560 | 22,422 | 10.38% | 19.84% | 58 | -101,640 | -26.8% | Q1 2026 | Apr 22, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 201,684 | 22,257 | 0.03% | 0.04% | 59 | -38,343 | -15.97% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 194,588 | 21,474 | 0.0% | 0.0% | 60 | +176,130 | 954.22% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 188,405 | 20,792 | 0.11% | 0.16% | 61 | -22,309 | -10.59% | Q1 2026 | May 15, 2026 |
| West Financial Advisors, LLC | History | Added to | 181,745 | 20,057 | 3.4% | 3.27% | 62 | +5,460 | 3.1% | Q1 2026 | Apr 08, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 179,953 | 19,859 | 1.73% | 1.61% | 63 | +20,622 | 12.94% | Q1 2026 | Apr 07, 2026 |
| CIM, LLC | History | Added to | 170,451 | 18,810 | 2.72% | 2.43% | 64 | +1,662 | 0.98% | Q1 2026 | May 18, 2026 |
| Cypress Capital, LLC | History | Reduced | 162,607 | 17,945 | 5.11% | 5.08% | 65 | -2,637 | -1.6% | Q1 2026 | Apr 28, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 161,780 | 17,854 | 0.14% | 0.0% | 66 | +160,681 | 14620.66% | Q1 2026 | May 11, 2026 |
| COUNTRY TRUST BANK | History | Added to | 161,604 | 17,834 | 0.34% | 0.01% | 67 | +157,824 | 4175.24% | Q1 2026 | Apr 10, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 157,504 | 17,382 | 0.03% | — | 68 | +157,504 | New | Q1 2026 | May 14, 2026 |
| Passaic Partners LLC | History | Reduced | 155,596 | 17,171 | 1.61% | 4.14% | 69 | -208,232 | -57.23% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 152,444 | 16,823 | 0.04% | 0.05% | 70 | +1,178 | 0.78% | Q1 2026 | May 14, 2026 |
| Ted Buchan & Co | History | Added to | 147,132 | 16,237 | 5.9% | 4.57% | 71 | +33,935 | 29.98% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 144,641 | 15,883 | 0.18% | 0.19% | 72 | +11,099 | 8.31% | Q1 2026 | May 14, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 140,209 | 15,473 | 1.9% | 1.82% | 73 | +4,248 | 3.12% | Q1 2026 | Apr 10, 2026 |
| Cascade Financial Partners, LLC | History | Added to | 137,511 | 15,175 | 1.56% | 0.04% | 74 | +134,280 | 4155.99% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 135,693 | 14,975 | 0.04% | 0.06% | 75 | -104,568 | -43.52% | Q1 2026 | May 04, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 135,194 | 14,919 | 0.21% | 0.23% | 76 | +2,700 | 2.04% | Q1 2026 | Apr 10, 2026 |
| NorthCoast Asset Management LLC | History | Reduced | 134,085 | 14,797 | 0.34% | 0.35% | 77 | -9,394 | -6.55% | Q1 2026 | May 13, 2026 |
| Lutz Financial Services LLC | History | Reduced | 130,532 | 14,405 | 0.97% | 1.0% | 78 | -2,667 | -2.0% | Q1 2026 | May 04, 2026 |
| Marino Management, LLC | History | No change | 126,194 | 13,925 | 2.54% | 2.76% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 121,374 | 13,394 | 4.02% | 3.58% | 80 | +2,755 | 2.32% | Q1 2026 | Apr 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 120,712 | 13,321 | 0.01% | 0.01% | 81 | -35,366 | -22.66% | Q1 2026 | May 12, 2026 |
| Pacific Life Fund Advisors LLC | History | Reduced | 120,173 | 13,262 | 1.52% | 1.96% | 82 | -52,694 | -30.48% | Q1 2026 | May 01, 2026 |
| Equitable Holdings, Inc. | History | Added to | 120,422 | 13,235 | 0.09% | 0.08% | 83 | +12,213 | 11.29% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 119,047 | 13,138 | 0.02% | 0.02% | 84 | -6,425 | -5.12% | Q1 2026 | Apr 27, 2026 |
| Lido Advisors, LLC | History | Reduced | 118,816 | 13,112 | 0.04% | 0.06% | 85 | -66,032 | -35.72% | Q1 2026 | May 13, 2026 |
| DORVAL Corp | History | Reduced | 115,978 | 12,799 | 3.97% | 6.14% | 86 | -59,148 | -33.77% | Q1 2026 | Apr 22, 2026 |
| Net Worth Advisory Group | History | Added to | 115,620 | 12,759 | 2.65% | 2.53% | 87 | +1,602 | 1.41% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 123,114 | 12,633 | 0.03% | 0.03% | 88 | -56,626 | -31.5% | Q1 2026 | Apr 08, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Added to | 114,441 | 12,629 | 1.45% | 1.44% | 89 | +825 | 0.73% | Q1 2026 | May 14, 2026 |
| Fischer Financial Services, Inc. | History | Added to | 110,791 | 12,226 | 4.11% | 3.18% | 90 | +1,597 | 1.46% | Q1 2026 | Apr 28, 2026 |
| Creative Planning | History | Reduced | 110,029 | 12,142 | 0.01% | 0.01% | 91 | -10,179 | -8.47% | Q1 2026 | May 12, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 109,647 | 12,100 | 0.84% | 1.0% | 92 | +4,394 | 4.17% | Q1 2026 | May 18, 2026 |
| Parkway Wealth Management Group, LLC | History | Added to | 107,767 | 11,957 | 1.51% | 1.53% | 93 | +3,715 | 3.57% | Q1 2026 | Apr 20, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | Reduced | 106,618 | 11,825 | 1.65% | 1.84% | 94 | -9,258 | -7.99% | Q1 2026 | Apr 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 105,500 | 11,642 | 0.0% | 0.04% | 95 | -12,739 | -10.77% | Q1 2026 | May 04, 2026 |
| BlueSky Wealth Advisors, LLC | History | Added to | 104,360 | 11,517 | 1.48% | 1.5% | 96 | +772 | 0.75% | Q1 2026 | Apr 16, 2026 |
| MUSTICO FINANCIAL GROUP, INC. | History | Added to | 90,807 | 11,496 | 8.03% | 5.05% | 97 | +31,323 | 52.66% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 103,318 | 11,402 | 0.01% | 0.01% | 98 | +4,274 | 4.32% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Added to | 101,399 | 11,190 | 0.17% | 0.17% | 99 | +655 | 0.65% | Q1 2026 | May 08, 2026 |
| Buck Wealth Strategies, LLC | History | Reduced | 100,838 | 11,128 | 1.37% | 1.45% | 100 | -3,080 | -2.96% | Q1 2026 | May 08, 2026 |
| Global Endowment Management, LP | History | Added to | 100,485 | 11,089 | 1.24% | 1.02% | 101 | +26,104 | 35.09% | Q1 2026 | May 14, 2026 |
| Verger Capital Management LLC | History | Reduced | 99,195 | 10,947 | 3.23% | 3.34% | 102 | -3,526 | -3.43% | Q1 2026 | May 13, 2026 |
| Ocean Park Asset Management, LLC | History | New | 98,800 | 10,903 | 0.63% | — | 103 | +98,800 | New | Q1 2026 | Apr 16, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 97,784 | 10,791 | 0.34% | — | 104 | +97,784 | New | Q1 2026 | May 15, 2026 |
| White Pine Investment CO | History | Added to | 97,643 | 10,776 | 2.5% | 2.45% | 105 | +3,124 | 3.31% | Q1 2026 | Apr 20, 2026 |
| Wealth Forward, LLC | History | Added to | 93,131 | 10,277 | 5.8% | 5.76% | 106 | +443 | 0.48% | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 91,365 | 10,083 | 0.05% | 0.05% | 107 | +8,941 | 10.85% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 90,764 | 10,016 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MERIDIAN MANAGEMENT CO | History | Reduced | 90,732 | 10,013 | 2.49% | 3.91% | 109 | -52,915 | -36.84% | Q1 2026 | May 05, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | New | 89,915 | 9,923 | 4.05% | — | 110 | +89,915 | New | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 89,037 | 9,826 | 0.05% | 0.04% | 111 | +3,866 | 4.54% | Q1 2026 | Apr 24, 2026 |
| Stablepoint Partners, LLC | History | Added to | 88,228 | 9,736 | 1.45% | 1.24% | 112 | +15,731 | 21.7% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 87,557 | 9,662 | 0.01% | 0.02% | 113 | -17,697 | -16.81% | Q1 2026 | May 15, 2026 |
| Financial Enhancement Group LLC | History | Added to | 86,652 | 9,659 | 1.2% | 1.2% | 114 | +2,682 | 3.19% | Q1 2026 | Apr 20, 2026 |
| Ameraudi Asset Management, Inc. | History | Added to | 86,778 | 9,576 | 5.21% | 4.7% | 115 | +8,904 | 11.43% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 85,436 | 9,428 | 0.39% | 0.1% | 116 | +62,752 | 276.64% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Reduced | 84,914 | 9,371 | 0.01% | 0.02% | 117 | -49,590 | -36.87% | Q1 2026 | May 13, 2026 |
| Hillcrest Wealth Advisors - NY, LLC | History | Added to | 83,245 | 9,186 | 3.72% | 3.27% | 118 | +14,210 | 20.58% | Q1 2026 | Apr 28, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 80,127 | 8,842 | 1.2% | 1.14% | 119 | +4,393 | 5.8% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 79,120 | 8,696 | 0.0% | 0.0% | 120 | +68,945 | 677.59% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 77,533 | 8,556 | 1.06% | 0.79% | 121 | +21,192 | 37.61% | Q1 2026 | Apr 23, 2026 |
| Slow Capital, Inc. | History | Added to | 77,002 | 8,497 | 1.1% | 0.95% | 122 | +4,749 | 6.57% | Q1 2026 | Apr 24, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 76,291 | 8,419 | 0.07% | 0.06% | 123 | -4,880 | -6.01% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 76,765 | 8,418 | 0.0% | 0.0% | 124 | +10,499 | 15.84% | Q1 2026 | May 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 75,812 | 8,366 | 0.55% | 0.54% | 125 | -1,605 | -2.07% | Q1 2026 | Apr 27, 2026 |
| TME FINANCIAL, INC. | History | Reduced | 75,693 | 8,353 | 5.79% | 5.95% | 126 | -1,396 | -1.81% | Q1 2026 | May 12, 2026 |
| Asset Management Group, Inc. | History | Reduced | 74,894 | 8,265 | 1.34% | 1.35% | 127 | -890 | -1.17% | Q1 2026 | May 15, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Added to | 73,080 | 8,065 | 0.62% | 0.46% | 128 | +5,000 | 7.34% | Q1 2026 | May 11, 2026 |
| One Wealth Map LLC | History | Added to | 72,435 | 8,065 | 3.79% | 3.92% | 129 | +2,507 | 3.59% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | Reduced | 72,535 | 8,004 | 1.73% | 1.7% | 130 | -11,909 | -14.1% | Q1 2026 | Apr 30, 2026 |
| Hilltop Holdings Inc. | History | Added to | 72,252 | 7,973 | 0.72% | 0.15% | 131 | +48,487 | 204.03% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 71,049 | 7,840 | 0.03% | 0.03% | 132 | +10,692 | 17.71% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 69,063 | 7,621 | 0.11% | 0.12% | 133 | -2,797 | -3.89% | Q1 2026 | May 13, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | Added to | 67,508 | 7,450 | 0.15% | 0.13% | 134 | +2,585 | 3.98% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 66,537 | 7,343 | 0.01% | 0.01% | 135 | +406 | 0.61% | Q1 2026 | May 14, 2026 |
| Charles Schwab Trust Co | History | Reduced | 65,874 | 7,269 | 0.47% | 0.55% | 136 | -10,672 | -13.94% | Q1 2026 | Apr 10, 2026 |
| Frontier Asset Management, LLC | History | Reduced | 65,554 | 7,234 | 1.52% | 1.68% | 137 | -333 | -0.51% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 64,539 | 7,122 | 0.07% | 0.06% | 138 | +10,403 | 19.22% | Q1 2026 | Apr 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 64,420 | 7,109 | 0.13% | 0.12% | 139 | +8,343 | 14.88% | Q1 2026 | May 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 63,700 | 7,029 | 0.01% | 0.01% | 140 | +3,400 | 5.64% | Q1 2026 | May 13, 2026 |
| STERLING INVESTMENT ADVISORS LLC /ADV | History | Added to | 63,188 | 6,973 | 3.35% | 3.25% | 141 | +2,127 | 3.48% | Q1 2026 | Apr 14, 2026 |
| Fairvoy Private Wealth, LLC | History | New | 63,009 | 6,953 | 1.66% | — | 142 | +63,009 | New | Q1 2026 | Apr 20, 2026 |
| Stelac Advisory Services LLC | History | Added to | 62,539 | 6,901 | 1.4% | 2.19% | 143 | +6,103 | 10.81% | Q1 2026 | May 08, 2026 |
| Patten Group, Inc. | History | Added to | 62,209 | 6,865 | 1.19% | 1.18% | 145 | +4,263 | 7.36% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | Reduced | 62,208 | 6,865 | 0.01% | 0.01% | 144 | -2,991 | -4.59% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 61,856 | 6,826 | 0.05% | 0.04% | 146 | +16,632 | 36.78% | Q1 2026 | May 15, 2026 |
| Hirtle & Co., LLC | History | Added to | 60,735 | 6,702 | 0.23% | 0.22% | 147 | +2,237 | 3.82% | Q1 2026 | May 13, 2026 |
| Insight Wealth Partners, LLC | History | Added to | 60,632 | 6,691 | 0.94% | 0.86% | 148 | +3,407 | 5.95% | Q1 2026 | May 13, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 59,136 | 6,526 | 0.39% | 0.33% | 149 | +10,217 | 20.89% | Q1 2026 | May 13, 2026 |
| Sound Stewardship, LLC | History | Added to | 58,548 | 6,461 | 2.96% | 2.95% | 150 | +2,565 | 4.58% | Q1 2026 | Apr 10, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | Reduced | 58,437 | 6,449 | 0.35% | 0.34% | 151 | -1,177 | -1.97% | Q1 2026 | May 15, 2026 |
| Horizons Wealth Management | History | Added to | 56,764 | 6,264 | 4.11% | 4.06% | 152 | +366 | 0.65% | Q1 2026 | Apr 02, 2026 |
| CONNABLE OFFICE INC | History | Added to | 55,847 | 6,163 | 0.61% | 0.56% | 153 | +296 | 0.53% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 55,689 | 6,145 | 0.06% | 0.06% | 154 | -1,972 | -3.42% | Q1 2026 | May 08, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Added to | 55,325 | 6,105 | 0.6% | 0.58% | 155 | +2,792 | 5.31% | Q1 2026 | Apr 27, 2026 |
| Perissos Private Wealth Management, LLC | History | Added to | 55,053 | 6,075 | 5.27% | 1.51% | 156 | +39,112 | 245.35% | Q1 2026 | May 07, 2026 |
| Rather & Kittrell, Inc. | History | Added to | 54,737 | 6,040 | 0.93% | 0.94% | 157 | +1,533 | 2.88% | Q1 2026 | May 12, 2026 |
| Estate Counselors, LLC | History | New | 54,555 | 6,020 | 0.54% | — | 158 | +54,555 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 54,452 | 6,009 | 0.0% | 0.0% | 159 | -6,213 | -10.24% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 53,874 | 5,945 | 0.03% | 0.03% | 160 | -23,526 | -30.4% | Q1 2026 | Apr 29, 2026 |
| RFG Advisory, LLC | History | Added to | 53,614 | 5,916 | 0.11% | 0.07% | 161 | +19,201 | 55.8% | Q1 2026 | Apr 17, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Added to | 53,462 | 5,900 | 0.05% | 0.05% | 162 | +2,182 | 4.26% | Q1 2026 | May 14, 2026 |
| Curbstone Financial Management Corp | History | Reduced | 53,340 | 5,886 | 1.13% | 1.13% | 163 | -264 | -0.49% | Q1 2026 | Apr 15, 2026 |
| Axos Invest Inc. | History | Reduced | 53,027 | 5,852 | 4.42% | 4.31% | 164 | -296 | -0.56% | Q1 2026 | May 12, 2026 |
| Callan Family Office, LLC | History | Added to | 52,029 | 5,741 | 0.13% | 0.12% | 165 | +925 | 1.81% | Q1 2026 | May 13, 2026 |
| Brightwater Advisory LLC | History | No change | 51,505 | 5,684 | 3.76% | 3.82% | 166 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 51,466 | 5,679 | 0.19% | 0.19% | 167 | +1,410 | 2.82% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 50,714 | 5,596 | 0.1% | 0.1% | 168 | +857 | 1.72% | Q1 2026 | May 07, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 49,683 | 5,483 | 0.12% | 0.11% | 169 | +3,692 | 8.03% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 49,611 | 5,475 | 0.64% | 0.23% | 170 | +34,384 | 225.81% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 49,291 | 5,439 | 0.01% | 0.0% | 171 | +43,084 | 694.12% | Q1 2026 | May 01, 2026 |
| WELCH & FORBES LLC | History | Added to | 49,047 | 5,412 | 0.07% | 0.06% | 172 | +1,391 | 2.92% | Q1 2026 | May 01, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 48,907 | 5,375 | 2.5% | 2.5% | 173 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 47,735 | 5,268 | 1.07% | 1.02% | 174 | +832 | 1.77% | Q1 2026 | Apr 15, 2026 |
| COMMERCE BANK | History | Added to | 47,037 | 5,191 | 0.03% | 0.02% | 175 | +6,223 | 15.25% | Q1 2026 | May 11, 2026 |
| Rathbones Group PLC | History | Reduced | 46,842 | 5,169 | 0.02% | 0.03% | 176 | -11,944 | -20.32% | Q1 2026 | May 12, 2026 |
| Fermata Advisors, LLC | History | Added to | 46,605 | 5,143 | 1.16% | 1.17% | 177 | +2,311 | 5.22% | Q1 2026 | Apr 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 46,413 | 5,122 | 0.01% | 0.01% | 178 | -166 | -0.36% | Q1 2026 | May 08, 2026 |
| Sage Capital Advisors,llc | History | Reduced | 46,338 | 5,113 | 1.19% | 1.21% | 179 | -7 | -0.02% | Q1 2026 | Apr 07, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | Reduced | 46,300 | 5,109 | 5.9% | 10.4% | 180 | -48,900 | -51.37% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 45,421 | 5,059 | 0.11% | 0.07% | 181 | +17,821 | 64.57% | Q1 2026 | May 04, 2026 |
| Slocum, Gordon & Co LLP | History | Added to | 43,577 | 4,809 | 3.27% | 3.46% | 182 | +75 | 0.17% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Added to | 43,106 | 4,757 | 0.06% | 0.06% | 183 | +8,594 | 24.9% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 42,338 | 4,660 | 0.01% | 0.02% | 184 | -36,163 | -46.07% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 42,151 | 4,651 | 0.01% | 0.01% | 185 | +9,732 | 30.02% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 41,402 | 4,569 | 0.03% | 0.03% | 186 | +2,851 | 7.4% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 40,849 | 4,508 | 0.12% | 0.11% | 187 | +1,089 | 2.74% | Q1 2026 | Apr 13, 2026 |
| MRWM Advisors, LLC | History | Reduced | 40,346 | 4,452 | 2.41% | 2.51% | 188 | -2,229 | -5.24% | Q1 2026 | Apr 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 40,165 | 4,432 | 0.1% | 0.1% | 190 | +1,280 | 3.29% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 40,329 | 4,432 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| M&T BANK CORP | History | Added to | 40,158 | 4,431 | 0.02% | 0.01% | 191 | +791 | 2.01% | Q1 2026 | May 12, 2026 |
| Stephenson & Company, Inc. | History | Added to | 40,119 | 4,427 | 2.4% | 2.31% | 192 | +1,812 | 4.73% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 42,378 | 4,410 | 0.01% | 0.01% | 193 | +3,440 | 8.83% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 39,529 | 4,362 | 0.02% | 0.02% | 194 | +7,799 | 24.58% | Q1 2026 | May 15, 2026 |
| Minot DeBlois Advisors LLC | History | Added to | 39,231 | 4,329 | 3.93% | 3.72% | 195 | +1,555 | 4.13% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 38,744 | 4,275 | 0.01% | 0.0% | 196 | +5,931 | 18.08% | Q1 2026 | May 14, 2026 |
| Madson Wealth Advisors Inc | History | New | 38,544 | 4,253 | 3.54% | — | 197 | +38,544 | New | Q1 2026 | Apr 21, 2026 |
| Financial & Tax Architects, LLC | History | Reduced | 38,141 | 4,209 | 0.94% | 1.06% | 198 | -4,972 | -11.53% | Q1 2026 | Apr 23, 2026 |
| Addison Capital Co | History | Added to | 37,534 | 4,142 | 0.74% | 0.54% | 199 | +17,993 | 92.08% | Q1 2026 | Apr 29, 2026 |
| Rothschild Wealth LLC | History | Added to | 37,330 | 4,119 | 0.37% | 0.36% | 200 | +3,223 | 9.45% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 37,032 | 4,086 | 0.02% | 0.02% | 201 | +4,472 | 13.73% | Q1 2026 | May 08, 2026 |
| Garner Asset Management Corp | History | Added to | 36,841 | 4,083 | 1.6% | 1.12% | 202 | +10,234 | 38.46% | Q1 2026 | Apr 28, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 36,366 | 4,013 | 0.0% | 0.0% | 203 | -1,582 | -4.17% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Group, LLC /NE/ | History | Added to | 35,864 | 3,993 | 2.56% | 2.66% | 204 | +1,252 | 3.62% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 35,815 | 3,952 | 0.0% | 0.0% | 205 | -212 | -0.59% | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 35,786 | 3,949 | 0.39% | 0.37% | 206 | +1,272 | 3.69% | Q1 2026 | May 14, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Added to | 34,933 | 3,855 | 2.78% | 1.76% | 207 | +15,774 | 82.33% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 34,208 | 3,775 | 0.08% | 0.08% | 208 | -42 | -0.12% | Q1 2026 | Apr 13, 2026 |
| Sequent Planning LLC | History | Reduced | 34,013 | 3,753 | 0.91% | 0.98% | 209 | -1,035 | -2.95% | Q1 2026 | Apr 21, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 33,786 | 3,728 | 0.07% | 0.06% | 210 | +5,224 | 18.29% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 33,760 | 3,725 | 0.05% | 0.04% | 211 | +10,934 | 47.9% | Q1 2026 | May 15, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | Added to | 33,485 | 3,695 | 0.43% | 0.19% | 212 | +6,529 | 24.22% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 33,348 | 3,680 | 0.01% | — | 213 | +33,348 | New | Q1 2026 | May 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 33,313 | 3,676 | 0.04% | 0.04% | 214 | -670 | -1.97% | Q1 2026 | May 06, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 33,038 | 3,646 | 0.19% | 0.19% | 215 | +92 | 0.28% | Q1 2026 | Apr 21, 2026 |
| Sigma Planning Corp | History | Added to | 32,868 | 3,627 | 0.1% | 0.09% | 216 | +1,716 | 5.51% | Q1 2026 | May 04, 2026 |
| KPP Advisory Services LLC | History | New | 32,755 | 3,614 | 0.52% | — | 217 | +32,755 | New | Q1 2026 | Apr 24, 2026 |
| FIRST HORIZON CORP | History | Added to | 32,617 | 3,599 | 0.15% | 0.15% | 218 | +2,126 | 6.97% | Q1 2026 | Apr 30, 2026 |
| Greenspring Advisors, LLC | History | Added to | 32,410 | 3,576 | 0.22% | 0.21% | 219 | +1,701 | 5.54% | Q1 2026 | May 04, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 31,866 | 3,516 | 0.11% | 0.11% | 220 | +407 | 1.29% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 31,703 | 3,498 | 0.0% | 0.0% | 221 | +2,299 | 7.82% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 31,547 | 3,481 | 0.3% | 0.3% | 222 | -780 | -2.41% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 31,352 | 3,459 | 0.03% | 0.03% | 223 | -6,668 | -17.54% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 31,036 | 3,425 | 0.11% | 0.11% | 224 | +641 | 2.11% | Q1 2026 | Apr 27, 2026 |
| CALTON & ASSOCIATES, INC. | History | Added to | 30,633 | 3,380 | 0.49% | 0.44% | 225 | +3,591 | 13.28% | Q1 2026 | May 13, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 30,483 | 3,364 | 0.1% | 0.1% | 226 | +321 | 1.06% | Q1 2026 | Apr 14, 2026 |
| NWAM LLC | History | Added to | 30,335 | 3,347 | 0.19% | 0.18% | 227 | +358 | 1.19% | Q1 2026 | May 04, 2026 |
| Private Advisory Group LLC | History | Added to | 30,100 | 3,321 | 0.22% | 0.24% | 228 | +2,210 | 7.92% | Q1 2026 | May 08, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Reduced | 29,825 | 3,291 | 1.13% | 1.11% | 229 | -1,298 | -4.17% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 29,549 | 3,261 | 0.11% | 0.11% | 230 | -288 | -0.97% | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 29,523 | 3,258 | 0.07% | 0.07% | 231 | +2,189 | 8.01% | Q1 2026 | May 04, 2026 |
| Dorsey Wright & Associates | History | Added to | 28,477 | 3,142 | 0.39% | 0.1% | 232 | +24,330 | 586.69% | Q1 2026 | May 06, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 28,161 | 3,107 | 0.2% | 0.2% | 233 | +747 | 2.72% | Q1 2026 | May 07, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 27,598 | 3,045 | 1.02% | 1.03% | 234 | -825 | -2.9% | Q1 2026 | Apr 03, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 27,336 | 3,016 | 0.22% | 0.28% | 235 | -11,617 | -29.82% | Q1 2026 | Apr 16, 2026 |
| Cordant, Inc. | History | Added to | 27,295 | 3,012 | 1.22% | 1.19% | 236 | +1,497 | 5.8% | Q1 2026 | Apr 13, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 27,059 | 2,986 | 1.06% | 1.08% | 237 | -670 | -2.42% | Q1 2026 | Apr 22, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 26,900 | 2,968 | 0.0% | 0.0% | 238 | +7,800 | 40.84% | Q1 2026 | May 15, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | Reduced | 26,771 | 2,954 | 0.16% | 0.16% | 239 | -2,268 | -7.81% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 26,585 | 2,933 | 0.0% | 0.0% | 240 | -4,891 | -15.54% | Q1 2026 | May 13, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 26,380 | 2,911 | 0.21% | 0.22% | 241 | -149 | -0.56% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 26,370 | 2,910 | 0.0% | 0.0% | 242 | +1,274 | 5.08% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 26,307 | 2,903 | 0.03% | 0.01% | 243 | +14,192 | 117.14% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 25,942 | 2,863 | 0.07% | 0.07% | 244 | +11,935 | 85.21% | Q1 2026 | Apr 27, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 25,671 | 2,833 | 0.2% | 0.22% | 245 | -2,087 | -7.52% | Q1 2026 | May 12, 2026 |
| Texas Bank & Trust Co | History | Reduced | 25,262 | 2,787 | 1.05% | 1.11% | 246 | -2,410 | -8.71% | Q1 2026 | Apr 30, 2026 |
| Lifetime Wealth Management P.C. | History | Added to | 25,242 | 2,785 | 1.58% | 1.72% | 247 | +250 | 1.0% | Q1 2026 | May 15, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 26,229 | 2,776 | 0.24% | 0.17% | 248 | +9,328 | 55.19% | Q1 2026 | May 14, 2026 |
| TANDEMGROWTH FINANCIAL ADVISORS LLC | History | Reduced | 24,966 | 2,755 | 2.6% | 2.43% | 249 | -387 | -1.53% | Q1 2026 | May 06, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 24,065 | 2,655 | 0.59% | 0.74% | 250 | -4,706 | -16.36% | Q1 2026 | Apr 15, 2026 |
| PKS Advisory Services, LLC | History | Added to | 25,732 | 2,604 | 0.61% | 0.6% | 251 | +1,983 | 8.35% | Q1 2026 | May 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 23,472 | 2,590 | 0.29% | 0.29% | 252 | -482 | -2.01% | Q1 2026 | Apr 24, 2026 |
| Composition Wealth, LLC | History | Reduced | 23,233 | 2,563 | 0.04% | 0.04% | 253 | -2,126 | -8.38% | Q1 2026 | Apr 08, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 23,185 | 2,558 | 0.39% | 0.4% | 254 | -274 | -1.17% | Q1 2026 | Apr 29, 2026 |
| TI-TRUST, INC | History | Added to | 23,158 | 2,555 | 1.52% | 1.5% | 255 | +1,059 | 4.79% | Q1 2026 | Apr 28, 2026 |
| Valpey Financial Services, LLC | History | Added to | 22,494 | 2,482 | 1.61% | 1.55% | 256 | +394 | 1.78% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 22,276 | 2,458 | 0.03% | 0.02% | 257 | +5,717 | 34.53% | Q1 2026 | May 15, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 21,522 | 2,399 | 0.17% | 0.22% | 258 | -5,610 | -20.68% | Q1 2026 | Apr 29, 2026 |
| Arkadios Wealth Advisors | History | Added to | 21,714 | 2,396 | 0.04% | 0.04% | 259 | +3,074 | 16.49% | Q1 2026 | May 18, 2026 |
| Heritage Trust Co | History | Reduced | 21,667 | 2,391 | 0.24% | 0.25% | 260 | -1,056 | -4.65% | Q1 2026 | May 13, 2026 |
| SCRATCH CAPITAL LLC | History | Reduced | 21,618 | 2,385 | 1.37% | 1.82% | 261 | -3,634 | -14.39% | Q1 2026 | May 11, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Reduced | 21,383 | 2,359 | 0.17% | 0.19% | 262 | -2,695 | -11.19% | Q1 2026 | May 07, 2026 |
| Betterment LLC | History | Added to | 21,232 | 2,343 | 0.0% | 0.0% | 263 | +2,019 | 10.51% | Q1 2026 | May 14, 2026 |
| Golden Bell Financial Planning LLC | History | Reduced | 21,220 | 2,341 | 1.87% | 1.95% | 264 | -68 | -0.32% | Q1 2026 | May 05, 2026 |
| Gibraltar Capital Management, Inc. | History | Reduced | 21,016 | 2,319 | 0.4% | 0.41% | 265 | -1,155 | -5.21% | Q1 2026 | Apr 13, 2026 |
| Peak Financial Management, Inc. | History | Reduced | 21,004 | 2,318 | 0.59% | 0.61% | 266 | -414 | -1.93% | Q1 2026 | Apr 28, 2026 |
| Kovack Advisors, Inc. | History | Added to | 20,525 | 2,265 | 0.12% | 0.03% | 267 | +15,064 | 275.85% | Q1 2026 | May 12, 2026 |
| PROTECTIVE LIFE CORP | History | New | 20,258 | 2,235 | 7.43% | — | 268 | +20,258 | New | Q1 2026 | May 13, 2026 |
| WESPAC Advisors SoCal, LLC | History | New | 20,053 | 2,213 | 0.47% | — | 269 | +20,053 | New | Q1 2026 | Apr 15, 2026 |
| Rubicon Advisors, GP | History | Added to | 19,985 | 2,205 | 1.92% | 0.46% | 270 | +15,421 | 337.88% | Q1 2026 | May 14, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 19,893 | 2,195 | 0.1% | 0.1% | 271 | +585 | 3.03% | Q1 2026 | May 12, 2026 |
| Indivisible Partners | History | Added to | 19,841 | 2,189 | 0.19% | 0.13% | 272 | +8,875 | 80.93% | Q1 2026 | Apr 30, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | Added to | 19,832 | 2,188 | 0.8% | 0.69% | 273 | +2,934 | 17.36% | Q1 2026 | May 08, 2026 |
| FORTERIS WEALTH MANAGEMENT INC. | History | Added to | 19,691 | 2,173 | 2.08% | 1.83% | 274 | +2,765 | 16.34% | Q1 2026 | Apr 21, 2026 |
| Townsend Financial Planning, LLC | History | Added to | 19,253 | 2,124 | 2.06% | 2.08% | 275 | +303 | 1.6% | Q1 2026 | Apr 28, 2026 |
| RCW Management, LLC | History | Added to | 19,175 | 2,116 | 2.17% | 2.06% | 276 | +607 | 3.27% | Q1 2026 | Apr 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 19,109 | 2,108 | 0.12% | 0.08% | 277 | +5,445 | 39.85% | Q1 2026 | Apr 30, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 19,067 | 2,104 | 0.0% | 0.0% | 278 | +60 | 0.32% | Q1 2026 | May 14, 2026 |
| WealthCollab, LLC | History | Reduced | 18,870 | 2,082 | 0.86% | 0.88% | 279 | -803 | -4.08% | Q1 2026 | May 13, 2026 |
| Bull Street Advisors, LLC | History | Reduced | 18,713 | 2,065 | 1.02% | 0.97% | 280 | -220 | -1.16% | Q1 2026 | Apr 24, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | Added to | 18,689 | 2,062 | 0.13% | 0.12% | 281 | +531 | 2.92% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Added to | 18,503 | 2,042 | 0.07% | 0.02% | 282 | +12,283 | 197.48% | Q1 2026 | Apr 28, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 18,448 | 2,035 | 0.42% | 0.05% | 283 | +16,185 | 715.2% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 18,386 | 2,029 | 0.06% | 0.11% | 284 | -14,574 | -44.22% | Q1 2026 | May 13, 2026 |
| Ascent Wealth Partners, LLC | History | Reduced | 18,377 | 2,028 | 0.24% | 0.26% | 285 | -2,152 | -10.48% | Q1 2026 | May 06, 2026 |
| Fortune Financial Advisors, LLC | History | Reduced | 18,215 | 2,010 | 1.02% | 1.35% | 286 | -20 | -0.11% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 18,180 | 2,006 | 0.05% | 0.0% | 287 | +17,146 | 1658.22% | Q1 2026 | May 04, 2026 |
| Mutual Advisors, LLC | History | Added to | 17,981 | 1,984 | 0.04% | 0.04% | 288 | +1,765 | 10.88% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 17,781 | 1,962 | 0.04% | 0.04% | 289 | -1,226 | -6.45% | Q1 2026 | Apr 10, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 17,783 | 1,962 | 0.09% | 0.08% | 290 | +339 | 1.94% | Q1 2026 | May 06, 2026 |
| Procyon Advisors, LLC | History | Reduced | 17,605 | 1,942 | 0.1% | 0.1% | 291 | -659 | -3.61% | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 17,445 | 1,925 | 0.22% | 0.26% | 292 | -3,098 | -15.08% | Q1 2026 | Apr 15, 2026 |
| Vontobel Holding Ltd. | History | No change | 17,179 | 1,895 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 16,985 | 1,874 | 1.21% | 1.2% | 294 | -72 | -0.42% | Q1 2026 | May 13, 2026 |
| Fortis Group Advisors, LLC | History | Added to | 16,780 | 1,871 | 0.31% | 0.14% | 295 | +9,312 | 124.69% | Q1 2026 | May 08, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 16,861 | 1,860 | 0.13% | 0.13% | 296 | +279 | 1.68% | Q1 2026 | May 12, 2026 |
| DV Trading LLC | History | Reduced | 16,728 | 1,846 | 0.04% | 0.07% | 297 | -7,090 | -29.77% | Q1 2026 | May 15, 2026 |
| Fairway Wealth LLC | History | No change | 16,623 | 1,834 | 0.48% | 0.49% | 298 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Independent Family Office, LLC | History | No change | 16,526 | 1,823 | 0.75% | 0.76% | 299 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Whalen Wealth Management Inc. | History | Added to | 16,503 | 1,821 | 0.98% | 0.89% | 300 | +1,445 | 9.6% | Q1 2026 | Apr 13, 2026 |