iSHARES TRUST - TLH
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
721 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 22,940,870 | 2,310,604 | 0.62% | 0.71% | 1 | -640,985 | -2.72% | Q1 2026 | May 04, 2026 |
| Forum Financial Management, LP | History | Added to | 8,935,374 | 899,970 | 12.73% | 11.24% | 2 | +435,140 | 5.12% | Q1 2026 | Apr 23, 2026 |
| LPL Financial LLC | History | Reduced | 8,209,020 | 826,812 | 0.22% | 0.26% | 3 | -1,035,977 | -11.21% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 8,083,555 | 814,175 | 0.06% | 0.06% | 4 | +549,821 | 7.3% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 4,606,221 | 463,938 | 0.01% | 0.01% | 5 | +800,845 | 21.05% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,093,149 | 411,893 | 0.03% | 0.03% | 6 | +128,898 | 3.25% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 3,771,694 | 379,885 | 0.02% | 0.02% | 7 | -246,728 | -6.14% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,008,428 | 303,008 | 1.68% | 0.81% | 8 | +734,336 | 32.29% | Q1 2026 | Apr 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,394,057 | 243,271 | 0.06% | 0.07% | 9 | -809,791 | -25.28% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 2,270,608 | 228,695 | 0.47% | 0.44% | 10 | +127,673 | 5.96% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,106,252 | 212,141 | 0.23% | 0.28% | 11 | -373,574 | -15.06% | Q1 2026 | May 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 1,834,991 | 184,820 | 1.61% | 1.23% | 12 | +606,584 | 49.38% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,724,258 | 173,667 | 0.03% | 0.03% | 13 | +30,747 | 1.82% | Q1 2026 | May 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 1,718,413 | 173,079 | 1.35% | 1.57% | 14 | -109,062 | -5.97% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Reduced | 1,558,713 | 156,993 | 0.41% | 0.44% | 15 | -32,774 | -2.06% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 1,491,747 | 150,249 | 0.37% | 0.32% | 16 | +131,350 | 9.66% | Q1 2026 | Apr 22, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,467,293 | 147,785 | 0.14% | 0.15% | 17 | -124,130 | -7.8% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,364,327 | 137,415 | 0.38% | 0.46% | 18 | -486,125 | -26.27% | Q1 2026 | May 04, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 1,321,393 | 133,090 | 2.06% | 2.19% | 19 | +16,492 | 1.26% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,296,794 | 130,613 | 0.02% | 0.02% | 20 | +106,495 | 8.95% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,085,184 | 109,299 | 0.15% | 0.14% | 21 | +59,597 | 5.81% | Q1 2026 | Apr 27, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 942,313 | 94,909 | 2.0% | 0.02% | 22 | +934,764 | 12382.62% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 903,192 | 90,969 | 0.03% | 0.03% | 23 | +62,620 | 7.45% | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Added to | 862,821 | 86,903 | 2.26% | 2.11% | 24 | +69,095 | 8.71% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 767,255 | 77,278 | 0.01% | 0.01% | 25 | -69,268 | -8.28% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 681,690 | 68,659 | 0.37% | 0.39% | 26 | -16,699 | -2.39% | Q1 2026 | May 05, 2026 |
| Quotient Wealth Partners, LLC | History | Added to | 667,619 | 67,242 | 1.77% | 1.74% | 27 | +24,337 | 3.78% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Added to | 636,564 | 64,114 | 0.01% | 0.01% | 28 | +41,808 | 7.03% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 574,363 | 57,825 | 0.36% | 0.36% | 29 | -7,970 | -1.37% | Q1 2026 | May 15, 2026 |
| Cerity Partners OCIO LLC | History | Reduced | 555,322 | 55,932 | 3.36% | 4.03% | 30 | -161,783 | -22.56% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 522,773 | 52,653 | 0.96% | 0.75% | 31 | +116,612 | 28.71% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 521,187 | 52,493 | 0.03% | 0.04% | 32 | -173,454 | -24.97% | Q1 2026 | May 07, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 506,333 | 50,997 | 0.51% | 0.69% | 33 | -106,232 | -17.34% | Q1 2026 | May 12, 2026 |
| JB Capital LLC | History | Added to | 497,532 | 50,111 | 2.02% | 1.99% | 34 | +18,882 | 3.94% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Reduced | 491,441 | 49,497 | 0.06% | 0.09% | 35 | -242,096 | -33.0% | Q1 2026 | May 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 478,358 | 48,180 | 0.69% | 0.23% | 36 | +342,013 | 250.84% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 451,692 | 45,494 | 0.56% | 0.69% | 37 | -66,715 | -12.87% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 403,265 | 40,616 | 0.23% | 0.22% | 38 | +25,372 | 6.71% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 369,574 | 37,279 | 0.05% | 0.05% | 39 | +37,243 | 11.21% | Q1 2026 | May 15, 2026 |
| HAMILTON CAPITAL PARTNERS, LLC | History | Reduced | 340,651 | 34,310 | 10.71% | 25.33% | 40 | -409,354 | -54.58% | Q1 2026 | Apr 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 313,418 | 31,567 | 0.04% | 0.05% | 41 | -70,399 | -18.34% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 296,737 | 29,880 | 0.06% | 0.06% | 42 | -9,545 | -3.12% | Q1 2026 | May 01, 2026 |
| RS CRUM INC. | History | Reduced | 290,136 | 29,222 | 5.65% | 6.4% | 43 | -24,770 | -7.87% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 285,588 | 28,764 | 0.15% | 0.17% | 44 | -22,449 | -7.29% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 285,278 | 28,727 | 0.06% | 0.03% | 45 | +93,068 | 48.42% | Q1 2026 | Apr 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 278,322 | 28,033 | 0.07% | 0.07% | 46 | +12,546 | 4.72% | Q1 2026 | Apr 30, 2026 |
| Watchman Group, Inc. | History | Added to | 271,037 | 27,298 | 6.61% | 6.28% | 47 | +12,134 | 4.69% | Q1 2026 | Apr 20, 2026 |
| Estate Counselors, LLC | History | Added to | 265,219 | 26,712 | 2.38% | 1.0% | 48 | +147,654 | 125.59% | Q1 2026 | May 15, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 258,432 | 26,029 | 0.86% | 0.77% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 229,825 | 23,037 | 0.39% | 0.39% | 50 | +18,980 | 9.0% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 218,841 | 22,041 | 0.51% | 0.59% | 51 | -21,884 | -9.09% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 208,377 | 20,987 | 0.0% | 0.0% | 52 | +62,977 | 43.31% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 205,868 | 20,735 | 0.32% | 0.37% | 53 | -36,638 | -15.11% | Q1 2026 | Apr 01, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 202,570 | 20,402 | 0.54% | 0.86% | 54 | -58,367 | -22.37% | Q1 2026 | May 11, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 202,864 | 20,241 | 1.31% | 1.71% | 55 | -49,052 | -19.47% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 200,496 | 20,193 | 0.15% | 0.1% | 56 | +68,308 | 51.67% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 198,794 | 20,022 | 0.46% | 0.48% | 57 | +2,899 | 1.48% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 186,094 | 18,743 | 0.21% | 0.24% | 58 | -20,680 | -10.0% | Q1 2026 | May 05, 2026 |
| Stone House Investment Management, LLC | History | Added to | 181,522 | 18,282 | 3.28% | 2.75% | 59 | +7,506 | 4.31% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 176,965 | 17,823 | 0.03% | 0.03% | 60 | +13,058 | 7.97% | Q1 2026 | May 14, 2026 |
| Goelzer Investment Management, Inc. | History | Added to | 175,727 | 17,699 | 0.86% | 0.8% | 61 | +5,018 | 2.94% | Q1 2026 | Apr 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 175,570 | 17,685 | 0.02% | 0.02% | 62 | -40,818 | -18.86% | Q1 2026 | May 05, 2026 |
| High Falls Advisors, Inc | History | No change | 172,268 | 17,514 | 3.55% | 3.55% | 63 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Summit Asset Management, LLC | History | Added to | 173,713 | 17,496 | 2.43% | 2.32% | 64 | +12,260 | 7.59% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 170,532 | 17,176 | 0.35% | 0.34% | 65 | +6,555 | 4.0% | Q1 2026 | May 14, 2026 |
| Commonwealth Financial Services, LLC | History | Reduced | 163,337 | 16,451 | 2.6% | 3.5% | 66 | -45,533 | -21.8% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 165,251 | 16,437 | 0.01% | 0.01% | 67 | +7,650 | 4.85% | Q1 2026 | May 15, 2026 |
| Affinity Capital Advisors, LLC | History | Added to | 161,026 | 16,218 | 2.27% | 2.21% | 68 | +3,847 | 2.45% | Q1 2026 | Apr 13, 2026 |
| SteelPeak Wealth, LLC | History | Added to | 160,719 | 16,187 | 0.49% | 0.5% | 69 | +8,977 | 5.92% | Q1 2026 | May 05, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 148,453 | 14,952 | 1.19% | 1.07% | 70 | +37,444 | 33.73% | Q1 2026 | Apr 16, 2026 |
| Keel Point, LLC | History | No change | 142,377 | 14,475 | 0.87% | 0.87% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 142,351 | 14,337 | 0.54% | 0.49% | 72 | +10,365 | 7.85% | Q1 2026 | May 11, 2026 |
| Trek Financial, LLC | History | Added to | 141,525 | 14,254 | 0.76% | 0.76% | 73 | +12,540 | 9.72% | Q1 2026 | May 13, 2026 |
| Sharkey, Howes & Javer | History | Reduced | 141,128 | 14,214 | 1.91% | 1.89% | 74 | -5,453 | -3.72% | Q1 2026 | Apr 08, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 131,421 | 13,236 | 0.76% | 0.16% | 75 | +103,450 | 369.85% | Q1 2026 | Apr 20, 2026 |
| Johnson Bixby & Associates, LLC | History | Reduced | 128,344 | 12,926 | 1.6% | 2.92% | 76 | -103,304 | -44.6% | Q1 2026 | Apr 16, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 127,460 | 12,837 | 0.11% | 0.12% | 77 | -39,507 | -23.66% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 124,991 | 12,707 | 0.08% | 0.11% | 78 | -39,021 | -23.79% | Q1 2026 | May 15, 2026 |
| Cascade Financial Partners, LLC | History | New | 126,045 | 12,695 | 1.31% | — | 79 | +126,045 | New | Q1 2026 | May 12, 2026 |
| Capital Analysts, LLC | History | Reduced | 124,852 | 12,575 | 0.33% | 0.41% | 80 | -15,400 | -10.98% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 123,564 | 12,457 | 0.06% | 0.05% | 81 | +23,001 | 22.87% | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | Reduced | 122,456 | 12,307 | 2.97% | 3.23% | 82 | -4,488 | -3.54% | Q1 2026 | Apr 13, 2026 |
| ARVEST INVESTMENTS, INC. | History | Added to | 119,499 | 12,035 | 1.64% | 1.35% | 83 | +24,911 | 26.34% | Q1 2026 | Apr 14, 2026 |
| NorthCoast Asset Management LLC | History | Added to | 118,662 | 11,951 | 0.28% | 0.22% | 84 | +19,771 | 19.99% | Q1 2026 | May 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Added to | 114,241 | 11,506 | 0.66% | 0.63% | 85 | +11,275 | 10.95% | Q1 2026 | Apr 09, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 112,088 | 11,289 | 0.19% | 0.23% | 86 | -15,350 | -12.05% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 106,967 | 10,773 | 0.12% | 0.07% | 87 | +43,444 | 68.39% | Q1 2026 | Apr 20, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 105,266 | 10,602 | 0.29% | 0.26% | 88 | +14,184 | 15.57% | Q1 2026 | May 04, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 104,261 | 10,501 | 0.41% | 0.35% | 89 | +73,531 | 239.28% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 97,318 | 9,801 | 0.08% | 0.09% | 90 | +23,504 | 31.84% | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | Added to | 95,109 | 9,579 | 1.47% | 1.48% | 91 | +2,412 | 2.6% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 94,526 | 9,475 | 0.09% | 0.12% | 92 | -17,573 | -15.68% | Q1 2026 | Apr 07, 2026 |
| Vise Technologies, Inc. | History | No change | 91,798 | 9,333 | 0.18% | 0.18% | 93 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 91,178 | 9,270 | 0.16% | 0.16% | 94 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ARROW FINANCIAL CORP | History | Added to | 90,264 | 9,091 | 0.91% | 0.44% | 95 | +47,086 | 109.05% | Q1 2026 | May 11, 2026 |
| Keystone Financial Services | History | Added to | 89,845 | 9,049 | 2.66% | 2.65% | 96 | +3,521 | 4.08% | Q1 2026 | May 06, 2026 |
| PAX Financial Group, LLC | History | Added to | 89,763 | 9,040 | 1.54% | 1.51% | 97 | +3,693 | 4.29% | Q1 2026 | Apr 27, 2026 |
| Teucrium Investment Advisors, LLC | History | New | 89,795 | 9,013 | 6.99% | — | 98 | +89,795 | New | Q1 2026 | May 15, 2026 |
| Net Worth Advisory Group | History | Added to | 88,657 | 8,929 | 1.85% | 1.78% | 99 | +2,000 | 2.31% | Q1 2026 | May 05, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | Added to | 87,815 | 8,845 | 1.11% | 1.0% | 100 | +11,260 | 14.71% | Q1 2026 | May 12, 2026 |
| Stokes Family Office, LLC | History | Reduced | 87,416 | 8,804 | 0.91% | 0.92% | 101 | -11,985 | -12.06% | Q1 2026 | May 11, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 86,496 | 8,711 | 0.08% | 0.08% | 102 | -2,598 | -2.92% | Q1 2026 | May 14, 2026 |
| Evergreen Private Wealth LLC | History | Added to | 84,744 | 8,535 | 3.45% | 3.27% | 103 | +3,089 | 3.78% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 84,547 | 8,515 | 0.18% | 0.09% | 105 | +44,118 | 109.12% | Q1 2026 | Apr 13, 2026 |
| Mariner, LLC | History | Reduced | 84,545 | 8,515 | 0.01% | 0.01% | 104 | -1,295 | -1.51% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 84,111 | 8,471 | 0.1% | 0.09% | 106 | +4,334 | 5.43% | Q1 2026 | Apr 16, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 83,648 | 8,425 | 0.49% | 0.51% | 107 | -779 | -0.92% | Q1 2026 | Apr 29, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 83,496 | 8,409 | 0.01% | 0.0% | 108 | +24,547 | 41.64% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 84,250 | 8,406 | 0.15% | 0.36% | 109 | +7,965 | 10.44% | Q1 2026 | May 01, 2026 |
| Invst, LLC | History | Reduced | 83,403 | 8,400 | 0.95% | 0.96% | 110 | -3,613 | -4.15% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 82,747 | 8,334 | 0.48% | 0.58% | 111 | -12,433 | -13.06% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 81,891 | 8,248 | 0.04% | 0.04% | 112 | -1,225 | -1.47% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | Reduced | 80,235 | 8,081 | 0.09% | 0.09% | 113 | -1,116 | -1.37% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Reduced | 79,724 | 8,029 | 0.13% | 0.14% | 114 | -6,977 | -8.05% | Q1 2026 | Apr 27, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 78,475 | 7,903 | 0.78% | 0.88% | 115 | -10,398 | -11.7% | Q1 2026 | May 14, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 76,420 | 7,697 | 0.77% | 0.59% | 116 | +18,011 | 30.84% | Q1 2026 | Apr 30, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 75,805 | 7,635 | 0.03% | 0.03% | 117 | +4,779 | 6.73% | Q1 2026 | May 13, 2026 |
| Legacy Financial Group LLC | History | Added to | 75,755 | 7,630 | 0.96% | 0.9% | 118 | +3,540 | 4.9% | Q1 2026 | May 04, 2026 |
| Royal Fund Management, LLC | History | Added to | 75,498 | 7,603 | 0.72% | 0.16% | 119 | +58,359 | 340.5% | Q1 2026 | May 19, 2026 |
| A4 Wealth Advisors LLC | History | Added to | 73,915 | 7,444 | 6.08% | 4.92% | 120 | +17,952 | 32.08% | Q1 2026 | May 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 72,146 | 7,266 | 1.88% | 1.92% | 121 | -207 | -0.29% | Q1 2026 | Apr 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 70,782 | 7,129 | 0.39% | 0.37% | 122 | +5,376 | 8.22% | Q1 2026 | May 06, 2026 |
| Systelligence, LLC | History | Added to | 70,221 | 7,072 | 1.37% | 1.19% | 123 | +8,481 | 13.74% | Q1 2026 | Apr 21, 2026 |
| ABLE Financial Group, LLC | History | Added to | 68,466 | 6,895 | 1.35% | 1.16% | 124 | +12,314 | 21.93% | Q1 2026 | Apr 20, 2026 |
| Strategic Financial Concepts, LLC | History | Added to | 68,172 | 6,866 | 1.69% | 2.85% | 125 | +37,551 | 122.63% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 68,072 | 6,856 | 0.0% | 0.0% | 126 | +62,130 | 1045.61% | Q1 2026 | May 12, 2026 |
| Cobblestone Asset Management LLC | History | Added to | 68,062 | 6,855 | 3.08% | 2.93% | 127 | +3,827 | 5.96% | Q1 2026 | Apr 28, 2026 |
| DRW Securities, LLC | History | Added to | 66,748 | 6,722 | 0.09% | 0.18% | 128 | +1,655 | 2.54% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 66,296 | 6,677 | 0.11% | 0.1% | 129 | +4,608 | 7.47% | Q1 2026 | Apr 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 65,290 | 6,576 | 0.1% | 0.1% | 130 | -450 | -0.68% | Q1 2026 | May 13, 2026 |
| EWA, LLC | History | Added to | 65,098 | 6,556 | 1.49% | 1.15% | 131 | +18,692 | 40.28% | Q1 2026 | Apr 23, 2026 |
| Elevated Financial Group LLC | History | Added to | 64,902 | 6,536 | 2.12% | 2.03% | 132 | +7,149 | 12.38% | Q1 2026 | May 11, 2026 |
| Goodman Advisory Group, LLC | History | Reduced | 63,731 | 6,418 | 1.67% | 1.67% | 133 | -2,959 | -4.44% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 62,404 | 6,297 | 0.01% | 0.01% | 134 | -2,528 | -3.89% | Q1 2026 | May 14, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 61,488 | 6,193 | 1.56% | 1.56% | 135 | +1,187 | 1.97% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 61,245 | 6,169 | 0.2% | — | 137 | +61,245 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 61,256 | 6,169 | 0.01% | 0.01% | 136 | +376 | 0.62% | Q1 2026 | May 14, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 59,907 | 6,033 | 1.86% | 2.3% | 138 | -14,982 | -20.01% | Q1 2026 | Apr 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 59,578 | 6,000 | 0.17% | 0.16% | 139 | +1,826 | 3.16% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 58,942 | 5,936 | 0.06% | 0.09% | 140 | -32,957 | -35.86% | Q1 2026 | May 08, 2026 |
| SigFig Wealth Management, LLC | History | Reduced | 58,607 | 5,902 | 0.17% | 0.19% | 141 | -4,878 | -7.68% | Q1 2026 | Apr 14, 2026 |
| HighPoint Advisor Group LLC | History | New | 58,025 | 5,844 | 0.24% | — | 142 | +58,025 | New | Q1 2026 | May 14, 2026 |
| CORE WEALTH ADVISORS, LLC | History | Reduced | 57,466 | 5,787 | 4.45% | 4.8% | 143 | -2,448 | -4.09% | Q1 2026 | Apr 28, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 55,502 | 5,590 | 2.28% | 2.33% | 144 | -763 | -1.36% | Q1 2026 | May 06, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 55,238 | 5,563 | 0.41% | 0.4% | 145 | +1,889 | 3.54% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 54,684 | 5,507 | 0.01% | 0.02% | 146 | -47,755 | -46.62% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 54,137 | 5,452 | 0.04% | 0.04% | 147 | +9,101 | 20.21% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Reduced | 53,867 | 5,425 | 0.13% | 0.13% | 148 | -4,478 | -7.68% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 52,784 | 5,316 | 0.06% | 0.08% | 149 | -16,109 | -23.38% | Q1 2026 | Apr 28, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 51,771 | 5,214 | 0.68% | 0.79% | 150 | -8,638 | -14.3% | Q1 2026 | Apr 23, 2026 |
| Cresta Advisors, Ltd. | History | Added to | 51,604 | 5,197 | 2.13% | 2.15% | 151 | +1,064 | 2.11% | Q1 2026 | Apr 27, 2026 |
| True Vision MN LLC | History | Reduced | 51,080 | 5,144 | 2.65% | 2.94% | 152 | -5,911 | -10.37% | Q1 2026 | Apr 16, 2026 |
| Professional Financial Management, Inc. | History | Added to | 49,593 | 4,995 | 5.2% | 5.37% | 153 | +3,003 | 6.45% | Q1 2026 | May 12, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Added to | 49,534 | 4,989 | 1.43% | 1.25% | 154 | +6,558 | 15.26% | Q1 2026 | May 14, 2026 |
| Ranch Capital Advisors Inc. | History | Added to | 49,499 | 4,985 | 1.8% | 1.83% | 155 | +549 | 1.12% | Q1 2026 | May 06, 2026 |
| 5T Wealth, LLC | History | Added to | 49,368 | 4,972 | 1.96% | 1.87% | 156 | +3,273 | 7.1% | Q1 2026 | Apr 13, 2026 |
| Sovran Advisors, LLC | History | Reduced | 48,986 | 4,890 | 0.38% | 0.44% | 157 | -1,404 | -2.79% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Added to | 47,148 | 4,748 | 0.0% | 0.0% | 158 | +43,810 | 1312.46% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 46,200 | 4,653 | 0.0% | 0.0% | 159 | +21,700 | 88.57% | Q1 2026 | May 15, 2026 |
| FIDELITY D & D BANCORP INC | History | Added to | 45,957 | 4,628 | 1.86% | 1.87% | 160 | +3,260 | 7.64% | Q1 2026 | Apr 30, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 45,370 | 4,569 | 2.6% | — | 161 | +45,370 | New | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Reduced | 43,344 | 4,365 | 0.08% | 0.08% | 162 | -694 | -1.58% | Q1 2026 | Apr 17, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | New | 42,248 | 4,252 | 0.53% | — | 163 | +42,248 | New | Q1 2026 | May 18, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Added to | 41,813 | 4,211 | 1.06% | 0.98% | 164 | +8,775 | 26.56% | Q1 2026 | May 08, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 40,642 | 4,093 | 0.57% | 0.39% | 165 | +13,341 | 48.87% | Q1 2026 | Apr 21, 2026 |
| Baird Financial Group, Inc. | History | Added to | 40,545 | 4,083 | 0.01% | 0.01% | 166 | +1,261 | 3.21% | Q1 2026 | May 14, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 40,383 | 4,067 | 1.27% | 1.82% | 167 | -19,384 | -32.43% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 40,290 | 4,058 | 0.05% | 0.06% | 168 | -542 | -1.33% | Q1 2026 | May 15, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 39,798 | 4,008 | 0.89% | 0.77% | 169 | +6,304 | 18.82% | Q1 2026 | Apr 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 39,335 | 3,961 | 0.09% | 0.2% | 170 | -1,634 | -3.99% | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 39,202 | 3,948 | 0.22% | 0.25% | 171 | -2,757 | -6.57% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 39,094 | 3,937 | 0.05% | 0.04% | 172 | +3,523 | 9.9% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 38,631 | 3,887 | 0.14% | 0.16% | 173 | -1,974 | -4.86% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 38,110 | 3,874 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 38,424 | 3,823 | 0.51% | 0.59% | 175 | +1,523 | 4.13% | Q1 2026 | May 06, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | Reduced | 37,870 | 3,814 | 0.69% | 0.76% | 176 | -1,399 | -3.56% | Q1 2026 | Apr 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 37,816 | 3,808 | 0.01% | 0.03% | 177 | -27,619 | -42.21% | Q1 2026 | Apr 30, 2026 |
| Claro Advisors Inc. | History | Added to | 37,784 | 3,805 | 0.46% | 0.45% | 178 | +5,144 | 15.76% | Q1 2026 | Apr 21, 2026 |
| Csenge Advisory Group | History | Added to | 36,980 | 3,724 | 0.17% | 0.17% | 179 | +729 | 2.01% | Q1 2026 | Apr 30, 2026 |
| Bedminster, LLC | History | Reduced | 36,537 | 3,680 | 3.42% | 4.32% | 180 | -9,712 | -21.0% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 36,300 | 3,656 | 0.0% | 0.0% | 181 | -57,441 | -61.28% | Q1 2026 | May 12, 2026 |
| Polaris Investment Advisors, LLC | History | Added to | 36,277 | 3,653 | 2.66% | 2.61% | 182 | +797 | 2.25% | Q1 2026 | Apr 21, 2026 |
| Modus Advisors, LLC | History | Added to | 35,657 | 3,591 | 0.99% | 0.88% | 183 | +3,011 | 9.22% | Q1 2026 | May 04, 2026 |
| Storen Legacy Partners, LLC | History | New | 35,394 | 3,564 | 1.12% | — | 184 | +35,394 | New | Q1 2026 | Apr 22, 2026 |
| WealthShield Partners, LLC | History | Reduced | 35,303 | 3,555 | 0.4% | 0.57% | 185 | -15,397 | -30.37% | Q1 2026 | May 01, 2026 |
| SWMG, LLC | History | Added to | 35,208 | 3,546 | 1.01% | 0.91% | 186 | +3,211 | 10.04% | Q1 2026 | Apr 24, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 34,655 | 3,490 | 1.44% | 1.34% | 187 | +2,601 | 8.11% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 34,299 | 3,454 | 0.06% | 0.05% | 188 | +3,344 | 10.8% | Q1 2026 | Apr 22, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 33,948 | 3,393 | 1.73% | 1.78% | 189 | +33 | 0.1% | Q1 2026 | May 05, 2026 |
| Keebeck Wealth Management | History | Reduced | 33,568 | 3,380 | 0.38% | 0.43% | 190 | -2,877 | -7.89% | Q1 2026 | May 14, 2026 |
| Lansing Street Advisors | History | Added to | 33,539 | 3,378 | 0.85% | 0.53% | 191 | +13,033 | 63.56% | Q1 2026 | Apr 28, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 33,491 | 3,373 | 0.08% | 0.08% | 192 | +1,876 | 5.93% | Q1 2026 | May 04, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 33,181 | 3,341 | 0.42% | 0.89% | 193 | -38,686 | -53.83% | Q1 2026 | Apr 21, 2026 |
| Cypress Wealth Services, LLC | History | Added to | 32,795 | 3,303 | 0.47% | 0.45% | 194 | +577 | 1.79% | Q1 2026 | Apr 15, 2026 |
| Centurion Wealth Management LLC | History | Added to | 32,632 | 3,286 | 0.74% | 0.69% | 195 | +1,616 | 5.21% | Q1 2026 | Apr 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 32,493 | 3,272 | 0.0% | 0.0% | 196 | -193,082 | -85.6% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 41,442 | 3,240 | 0.0% | 0.0% | 197 | +31,351 | 310.68% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 32,095 | 3,232 | 0.01% | 0.0% | 198 | +31,933 | 19711.73% | Q1 2026 | May 01, 2026 |
| Krilogy Financial LLC | History | Reduced | 31,857 | 3,202 | 0.1% | 0.11% | 199 | -596 | -1.84% | Q1 2026 | Apr 17, 2026 |
| Hoxton Planning & Management, LLC | History | Added to | 31,305 | 3,153 | 0.95% | 0.84% | 200 | +3,777 | 13.72% | Q1 2026 | Apr 20, 2026 |
| Centerline Wealth Advisors, LLC | History | Added to | 30,459 | 3,067 | 1.1% | 0.65% | 201 | +12,680 | 71.32% | Q1 2026 | Apr 14, 2026 |
| Kilter Group LLC | History | Added to | 30,236 | 3,045 | 1.31% | 1.26% | 202 | +2,224 | 7.94% | Q1 2026 | May 14, 2026 |
| SWP FINANCIAL LLC | History | Reduced | 30,094 | 3,031 | 1.55% | 1.69% | 203 | -3,069 | -9.25% | Q1 2026 | Apr 17, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 29,503 | 2,965 | 1.3% | 2.18% | 204 | -20,812 | -41.36% | Q1 2026 | May 04, 2026 |
| WBH ADVISORY INC | History | Added to | 28,954 | 2,902 | 0.22% | 0.21% | 205 | +1,678 | 6.15% | Q1 2026 | Apr 27, 2026 |
| Rothschild Wealth LLC | History | Added to | 28,443 | 2,864 | 0.26% | 0.23% | 206 | +4,900 | 20.81% | Q1 2026 | May 06, 2026 |
| Richmond Investment Services, LLC | History | Added to | 28,006 | 2,820 | 0.46% | 0.27% | 207 | +12,477 | 80.35% | Q1 2026 | Apr 29, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 27,216 | 2,741 | 0.2% | 0.19% | 208 | +2,150 | 8.58% | Q1 2026 | Apr 16, 2026 |
| Clarus Wealth Advisors | History | Added to | 26,660 | 2,681 | 1.14% | 1.11% | 209 | +347 | 1.32% | Q1 2026 | Apr 08, 2026 |
| Cyndeo Wealth Partners, LLC | History | Added to | 26,595 | 2,678 | 0.14% | 0.1% | 210 | +8,451 | 46.58% | Q1 2026 | Apr 13, 2026 |
| Saxony Capital Management, LLC | History | Added to | 26,200 | 2,638 | 1.53% | 1.5% | 211 | +2,166 | 9.01% | Q1 2026 | Apr 24, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 25,800 | 2,598 | 0.22% | 0.22% | 212 | +331 | 1.3% | Q1 2026 | Apr 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 25,791 | 2,597 | 0.03% | 0.07% | 213 | -22,280 | -46.35% | Q1 2026 | May 15, 2026 |
| FINANCIAL LIFE ADVISORS | History | Added to | 25,501 | 2,568 | 0.8% | 0.78% | 214 | +653 | 2.63% | Q1 2026 | Apr 29, 2026 |
| Mosley Wealth Management | History | Added to | 24,395 | 2,512 | 1.14% | 1.14% | 216 | +134 | 0.55% | Q1 2026 | Apr 27, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 24,948 | 2,512 | 0.16% | 0.16% | 215 | -73 | -0.29% | Q1 2026 | May 14, 2026 |
| Davis Wealth Advisors, LLC | History | Added to | 24,659 | 2,483 | 2.06% | 2.02% | 217 | +725 | 3.03% | Q1 2026 | May 14, 2026 |
| Independent Advisor Alliance | History | New | 24,535 | 2,471 | 0.03% | — | 218 | +24,535 | New | Q1 2026 | May 12, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 24,274 | 2,441 | 0.33% | 0.36% | 219 | +934 | 4.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Reduced | 24,175 | 2,434 | 0.07% | 0.15% | 220 | -27,720 | -53.42% | Q1 2026 | May 13, 2026 |
| Robbins Farley | History | Added to | 24,026 | 2,419 | 1.07% | 0.94% | 221 | +3,741 | 18.44% | Q1 2026 | Apr 17, 2026 |
| EQ LLC | History | Added to | 23,974 | 2,414 | 0.68% | 0.59% | 222 | +3,774 | 18.68% | Q1 2026 | May 06, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 23,800 | 2,397 | 0.12% | 0.1% | 223 | +4,675 | 24.44% | Q1 2026 | May 04, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Added to | 23,652 | 2,382 | 2.37% | 2.26% | 224 | +1,388 | 6.23% | Q1 2026 | Apr 14, 2026 |
| May Hill Capital, LLC | History | Reduced | 23,648 | 2,381 | 0.6% | 0.67% | 225 | -885 | -3.61% | Q1 2026 | May 06, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 23,397 | 2,356 | 1.03% | 1.14% | 226 | -1,205 | -4.9% | Q1 2026 | Apr 27, 2026 |
| Veridan Wealth LLC | History | Added to | 23,345 | 2,351 | 0.87% | 0.8% | 227 | +41 | 0.18% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 23,110 | 2,327 | 0.1% | 0.06% | 228 | +8,747 | 60.9% | Q1 2026 | Apr 21, 2026 |
| Focus Financial Network, Inc. | History | Added to | 22,788 | 2,295 | 0.08% | 0.03% | 229 | +15,687 | 220.91% | Q1 2026 | Apr 14, 2026 |
| Center For Asset Management LLC | History | Added to | 22,727 | 2,288 | 1.14% | 1.19% | 230 | +300 | 1.34% | Q1 2026 | Apr 16, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 22,707 | 2,287 | 1.07% | 1.41% | 231 | -6,307 | -21.74% | Q1 2026 | Apr 24, 2026 |
| Echo45 Advisors LLC | History | Added to | 22,351 | 2,251 | 1.27% | 1.25% | 232 | +837 | 3.89% | Q1 2026 | Apr 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 22,023 | 2,217 | 0.69% | 0.68% | 233 | +952 | 4.52% | Q1 2026 | May 14, 2026 |
| Braun-Bostich & Associates Inc. | History | Added to | 21,537 | 2,169 | 1.36% | 1.31% | 234 | +621 | 2.97% | Q1 2026 | Apr 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 21,078 | 2,123 | 0.05% | 0.04% | 235 | +1,534 | 7.85% | Q1 2026 | May 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | Added to | 20,995 | 2,114 | 0.48% | 0.47% | 236 | +1,051 | 5.27% | Q1 2026 | Apr 02, 2026 |
| J.M. Arbour, LLC | History | Added to | 20,848 | 2,099 | 2.01% | 2.02% | 237 | +929 | 4.66% | Q1 2026 | Apr 21, 2026 |
| Etesian Wealth Advisors, Inc. | History | Reduced | 20,745 | 2,089 | 0.67% | 0.71% | 238 | -1,572 | -7.04% | Q1 2026 | Apr 23, 2026 |
| Pinion Investment Advisors, LLC | History | Reduced | 20,085 | 2,023 | 0.47% | 0.54% | 239 | -1,504 | -6.97% | Q1 2026 | Apr 24, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | Added to | 20,080 | 2,022 | 0.68% | 0.5% | 240 | +5,200 | 34.95% | Q1 2026 | May 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 19,959 | 2,010 | 0.05% | 0.05% | 241 | +1,129 | 6.0% | Q1 2026 | May 14, 2026 |
| Able Wealth Management LLC | History | Added to | 19,931 | 2,007 | 0.54% | 0.19% | 242 | +14,104 | 242.05% | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | New | 19,795 | 1,993 | 0.22% | — | 243 | +19,795 | New | Q1 2026 | May 07, 2026 |
| BCU Wealth Advisors, LLC | History | Added to | 19,634 | 1,977 | 0.74% | 0.75% | 244 | +341 | 1.77% | Q1 2026 | Apr 20, 2026 |
| Composition Wealth, LLC | History | Reduced | 19,555 | 1,969 | 0.03% | 0.09% | 245 | -43,057 | -68.77% | Q1 2026 | Apr 08, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 19,454 | 1,957 | 0.12% | 0.1% | 246 | -1,663 | -7.88% | Q1 2026 | Apr 24, 2026 |
| Veltria Advisors Corp. | History | Added to | 19,603 | 1,950 | 6.47% | 5.67% | 247 | +6,936 | 54.76% | Q1 2026 | May 14, 2026 |
| Values First Advisors, Inc. | History | Added to | 19,346 | 1,948 | 1.02% | 0.98% | 248 | +681 | 3.65% | Q1 2026 | Apr 17, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 19,316 | 1,945 | 0.0% | 0.0% | 249 | +11,983 | 163.41% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 19,236 | 1,937 | 0.05% | 0.06% | 250 | -6,981 | -26.63% | Q1 2026 | May 11, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 18,856 | 1,899 | 0.04% | 0.01% | 251 | +13,164 | 231.27% | Q1 2026 | May 15, 2026 |
| LifePlan Investment Advisors, Inc. | History | Reduced | 18,267 | 1,839 | 0.72% | 0.91% | 252 | -3,732 | -16.96% | Q1 2026 | May 14, 2026 |
| Avid Wealth Partners LLC | History | Reduced | 18,178 | 1,830 | 0.86% | 1.13% | 253 | -4,631 | -20.3% | Q1 2026 | Apr 30, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 18,165 | 1,829 | 0.08% | 0.07% | 254 | +1,618 | 9.78% | Q1 2026 | May 12, 2026 |
| Carr Financial Group Corp | History | Reduced | 17,990 | 1,811 | 0.48% | 0.5% | 255 | -685 | -3.67% | Q1 2026 | May 12, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 17,547 | 1,767 | 0.63% | 0.64% | 256 | -70 | -0.4% | Q1 2026 | May 13, 2026 |
| JT Stratford LLC | History | Added to | 17,465 | 1,759 | 0.22% | 0.22% | 257 | +617 | 3.66% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Added to | 17,463 | 1,758 | 0.09% | 0.04% | 258 | +8,381 | 92.28% | Q1 2026 | Apr 28, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | Reduced | 17,452 | 1,757 | 0.87% | 0.98% | 259 | -1,344 | -7.15% | Q1 2026 | Apr 16, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 17,158 | 1,728 | 0.02% | 0.02% | 260 | +1,852 | 12.1% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 17,149 | 1,727 | 0.04% | 0.09% | 261 | -19,268 | -52.91% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | Added to | 17,037 | 1,715 | 0.23% | 0.22% | 262 | +2,279 | 15.44% | Q1 2026 | May 11, 2026 |
| Sigma Planning Corp | History | Reduced | 16,986 | 1,710 | 0.05% | 0.05% | 263 | -294 | -1.7% | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 16,577 | 1,669 | 0.09% | 0.1% | 264 | -845 | -4.85% | Q1 2026 | Apr 20, 2026 |
| Fermata Advisors, LLC | History | Added to | 16,540 | 1,665 | 0.37% | 0.39% | 265 | +556 | 3.48% | Q1 2026 | Apr 08, 2026 |
| Traveka Wealth, LLC | History | Added to | 16,506 | 1,662 | 0.63% | 0.37% | 266 | +7,456 | 82.39% | Q1 2026 | Apr 22, 2026 |
| CoreCap Advisors, LLC | History | Added to | 16,120 | 1,623 | 0.06% | 0.05% | 267 | +1,990 | 14.08% | Q1 2026 | Apr 07, 2026 |
| PFG Investments, LLC | History | Reduced | 16,116 | 1,623 | 0.08% | 0.08% | 268 | -492 | -2.96% | Q1 2026 | Apr 27, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 16,092 | 1,620 | 0.12% | 0.12% | 269 | +857 | 5.63% | Q1 2026 | Apr 08, 2026 |
| Capital Investment Management, Inc. | History | Added to | 16,080 | 1,619 | 0.56% | 0.51% | 270 | +1,664 | 11.54% | Q1 2026 | Apr 22, 2026 |
| SEEDS INVESTOR LLC | History | New | 15,639 | 1,585 | 0.22% | — | 271 | +15,639 | New | Q1 2026 | May 11, 2026 |
| Atlatl Advisers LLC | History | Reduced | 15,554 | 1,566 | 1.16% | 1.41% | 272 | -20,590 | -56.97% | Q1 2026 | May 07, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 15,544 | 1,565 | 0.24% | 0.29% | 273 | -1,962 | -11.21% | Q1 2026 | May 06, 2026 |
| NorthRock Partners, LLC | History | Reduced | 15,371 | 1,548 | 0.02% | 0.03% | 274 | -4,121 | -21.14% | Q1 2026 | May 15, 2026 |
| PFG Advisors | History | Added to | 15,304 | 1,541 | 0.08% | 0.07% | 275 | +1,416 | 10.2% | Q1 2026 | May 05, 2026 |
| Spire Wealth Management | History | Added to | 15,210 | 1,531 | 0.05% | 0.04% | 276 | +4,282 | 39.18% | Q1 2026 | Apr 22, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 15,014 | 1,512 | 0.01% | 0.01% | 277 | -385 | -2.5% | Q1 2026 | May 11, 2026 |
| Barnes Wealth Management Group, Inc | History | Added to | 14,995 | 1,510 | 0.77% | 0.8% | 278 | +212 | 1.43% | Q1 2026 | May 15, 2026 |
| Mendel Capital Management LLC | History | New | 14,966 | 1,507 | 0.76% | — | 279 | +14,966 | New | Q1 2026 | Apr 21, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Added to | 14,860 | 1,496 | 1.13% | 1.03% | 280 | +2,662 | 21.82% | Q1 2026 | Apr 27, 2026 |
| Visionary Wealth Advisors | History | Added to | 14,841 | 1,494 | 0.07% | 0.07% | 281 | +271 | 1.86% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 14,771 | 1,487 | 0.11% | 0.12% | 282 | -982 | -6.23% | Q1 2026 | Apr 14, 2026 |
| Two West Capital Advisors LLC | History | Added to | 14,689 | 1,465 | 0.78% | 0.7% | 283 | +2,813 | 23.69% | Q1 2026 | May 04, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 14,410 | 1,451 | 0.1% | 0.11% | 284 | +1,790 | 14.18% | Q1 2026 | May 18, 2026 |
| TritonPoint Partners, LLC | History | Added to | 14,253 | 1,435 | 0.53% | 0.56% | 285 | +3,933 | 38.11% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Reduced | 14,087 | 1,418 | 0.0% | 0.0% | 286 | -3,631 | -20.49% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 13,703 | 1,380 | 0.33% | 0.35% | 287 | -706 | -4.9% | Q1 2026 | May 01, 2026 |
| Legacy Private Trust Co. | History | No change | 13,466 | 1,356 | 0.08% | 0.08% | 288 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 13,144 | 1,323 | 0.83% | 0.99% | 289 | -2,309 | -14.94% | Q1 2026 | Apr 07, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 13,109 | 1,320 | 0.12% | 0.21% | 290 | -4,380 | -25.04% | Q1 2026 | May 12, 2026 |
| First International Bank of Israel Ltd. | History | Added to | 13,033 | 1,312 | 0.39% | 0.48% | 291 | +3,086 | 31.02% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 12,978 | 1,307 | 1.04% | 1.06% | 292 | -151 | -1.15% | Q1 2026 | Apr 21, 2026 |
| REGIMEN WEALTH, LLC | History | Reduced | 12,912 | 1,300 | 0.38% | 0.42% | 293 | -1,107 | -7.9% | Q1 2026 | May 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Reduced | 12,848 | 1,294 | 0.09% | 0.11% | 294 | -5,057 | -28.24% | Q1 2026 | May 21, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | Added to | 12,855 | 1,294 | 0.43% | 0.34% | 295 | +3,616 | 39.14% | Q1 2026 | May 12, 2026 |
| CMC Financial Group | History | New | 12,149 | 1,223 | 2.4% | — | 296 | +12,149 | New | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Added to | 12,055 | 1,214 | 0.04% | 0.03% | 297 | +2,646 | 28.12% | Q1 2026 | May 15, 2026 |
| LexAurum Advisors, LLC | History | New | 12,042 | 1,212 | 0.16% | — | 298 | +12,042 | New | Q1 2026 | Apr 13, 2026 |
| AlTi Global, Inc. | History | No change | 11,964 | 1,205 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cumberland Partners Ltd | History | Added to | 11,945 | 1,203 | 0.09% | 0.07% | 300 | +1,110 | 10.24% | Q1 2026 | May 14, 2026 |