iShares, Inc. - URTH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | History | Added to | 2,156,319 | 388,181 | 0.07% | 0.06% | 1 | +128,687 | 6.35% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,598,941 | 287,841 | 1.04% | 0.76% | 2 | +521,887 | 48.46% | Q1 2026 | May 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 1,166,433 | 209,981 | 0.69% | — | 3 | +1,166,433 | New | Q1 2026 | May 13, 2026 |
| TORONTO DOMINION BANK | History | New | 998,284 | 179,711 | 0.26% | — | 4 | +998,284 | New | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 638,468 | 114,937 | 0.2% | — | 5 | +638,468 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 590,836 | 106,362 | 0.01% | 0.01% | 6 | +48,291 | 8.9% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 562,429 | 101,248 | 0.01% | 0.01% | 7 | -4,560 | -0.8% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Added to | 440,262 | 79,255 | 0.64% | 0.43% | 8 | +134,433 | 43.96% | Q1 2026 | May 08, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Reduced | 407,987 | 73,445 | 0.59% | 0.72% | 9 | -83,245 | -16.95% | Q1 2026 | Apr 24, 2026 |
| National Philanthropic Trust | History | Added to | 366,263 | 65,934 | 0.7% | 0.63% | 10 | +21,816 | 6.33% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 365,837 | 65,858 | 0.0% | 0.01% | 11 | -332,868 | -47.64% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | Reduced | 350,372 | 63,073 | 0.37% | 0.69% | 12 | -115,128 | -24.73% | Q1 2026 | May 13, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 349,999 | 63,006 | 2.9% | 3.0% | 13 | -3,024 | -0.86% | Q1 2026 | Apr 20, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 323,709 | 58,274 | 0.02% | 0.02% | 14 | +47,478 | 17.19% | Q1 2026 | May 13, 2026 |
| Evensky & Katz LLC | History | Reduced | 287,975 | 51,841 | 2.95% | 3.02% | 15 | -365 | -0.13% | Q1 2026 | Apr 22, 2026 |
| BARINGS LLC | History | Reduced | 265,375 | 47,772 | 0.77% | 0.99% | 16 | -23,546 | -8.15% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 253,773 | 44,395 | 0.0% | 0.0% | 17 | -7,455 | -2.85% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 246,520 | 44,378 | 0.01% | 0.11% | 18 | +26,907 | 12.25% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 243,884 | 43,903 | 0.01% | 0.01% | 19 | +9,995 | 4.27% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | Added to | 222,134 | 39,988 | 0.0% | 0.0% | 20 | +2,217 | 1.01% | Q1 2026 | May 13, 2026 |
| SAVA PENZISKO DRUSHTVO A.D. SKOPJE | History | No change | 202,500 | 36,454 | 11.13% | 12.15% | 21 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 186,041 | 33,491 | 0.06% | 0.02% | 22 | +100,280 | 116.93% | Q1 2026 | May 15, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 183,610 | 33,053 | 0.16% | 0.32% | 23 | -207,792 | -53.09% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 183,092 | 32,960 | 0.0% | — | 24 | +183,092 | New | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 181,835 | 32,733 | 0.0% | 0.01% | 25 | +1,099 | 0.61% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 181,803 | 32,728 | 0.01% | 0.02% | 26 | -136,547 | -42.89% | Q1 2026 | May 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 170,384 | 30,672 | 0.02% | 0.02% | 27 | +10,189 | 6.36% | Q1 2026 | May 04, 2026 |
| Pictet North America Advisors SA | History | Added to | 160,097 | 28,820 | 2.86% | 0.38% | 28 | +138,296 | 634.36% | Q1 2026 | Apr 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 154,541 | 27,820 | 0.01% | 0.01% | 29 | +10,859 | 7.56% | Q1 2026 | May 14, 2026 |
| GAM Holding AG | History | No change | 137,304 | 25,477 | 1.63% | 1.63% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LTS Liquid Investments LLC | History | Reduced | 125,840 | 22,653 | 21.2% | 22.34% | 31 | -724 | -0.57% | Q1 2026 | Apr 29, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Added to | 124,673 | 22,443 | 0.19% | 0.16% | 32 | +5,478 | 4.6% | Q1 2026 | May 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 117,701 | 21,188 | 1.15% | 1.25% | 33 | -4,685 | -3.83% | Q1 2026 | May 06, 2026 |
| Arizona PSPRS Trust | History | Reduced | 111,964 | 20,155 | 0.74% | 0.81% | 34 | -6,611 | -5.58% | Q1 2026 | Apr 16, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | Added to | 104,945 | 18,892 | 6.5% | 6.28% | 35 | +797 | 0.77% | Q1 2026 | May 15, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 103,332 | 18,602 | 0.59% | 0.67% | 36 | +50 | 0.05% | Q1 2026 | May 06, 2026 |
| Marex Group plc | History | Added to | 89,249 | 16,066 | 0.1% | 0.01% | 37 | +83,798 | 1537.3% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 80,446 | 14,481 | 0.02% | 0.02% | 38 | -7,350 | -8.37% | Q1 2026 | May 13, 2026 |
| Empire Life Investments Inc. | History | Reduced | 77,143 | 14,025 | 0.85% | 0.87% | 39 | -5,600 | -6.77% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 68,715 | 12,370 | 0.0% | 0.0% | 40 | +4,429 | 6.89% | Q1 2026 | May 11, 2026 |
| Silphium Asset Management Ltd | History | New | 68,200 | 12,277 | 4.65% | — | 41 | +68,200 | New | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 67,250 | 12,106 | 0.01% | 0.01% | 42 | +10,100 | 17.67% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 67,228 | 12,102 | 0.01% | 0.01% | 43 | +12,266 | 22.32% | Q1 2026 | May 07, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 65,205 | 11,738 | 0.04% | 0.04% | 44 | -4,575 | -6.56% | Q1 2026 | May 05, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 60,704 | 10,928 | 0.35% | — | 45 | +60,704 | New | Q1 2026 | May 15, 2026 |
| Inherent Management Corp. | History | No change | 60,650 | 10,918 | 5.55% | 5.78% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 60,342 | 10,862 | 0.01% | 0.01% | 47 | +20,802 | 52.61% | Q1 2026 | May 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 57,700 | 10,094 | 0.01% | 0.01% | 48 | +8,695 | 17.74% | Q1 2026 | May 14, 2026 |
| Investments & Financial Planning, LLC | History | Added to | 55,849 | 10,053 | 5.47% | 5.42% | 49 | +1,514 | 2.79% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 55,268 | 9,949 | 0.16% | 0.18% | 50 | +2 | 0.0% | Q1 2026 | May 04, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 53,856 | 9,695 | 0.12% | 0.12% | 51 | -3,540 | -6.17% | Q1 2026 | Apr 15, 2026 |
| Keystone Global Partners, LLC | History | Added to | 50,422 | 9,076 | 4.03% | 2.69% | 52 | +17,543 | 53.36% | Q1 2026 | Apr 24, 2026 |
| Fulcrum Equity Management | History | No change | 46,192 | 8,315 | 8.03% | 8.21% | 53 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Lido Advisors, LLC | History | Reduced | 46,075 | 8,294 | 0.03% | 0.04% | 54 | -27,346 | -37.25% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 42,991 | 7,739 | 0.0% | 0.0% | 55 | +12,691 | 41.88% | Q1 2026 | Apr 30, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 34,903 | 6,283 | 0.04% | 0.03% | 56 | +8,535 | 32.37% | Q1 2026 | Apr 14, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 35,701 | 6,245 | 0.4% | — | 57 | +35,701 | New | Q1 2026 | Apr 24, 2026 |
| BARCLAYS PLC | History | New | 32,730 | 5,892 | 0.0% | — | 58 | +32,730 | New | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | New | 31,522 | 5,674 | 0.08% | — | 59 | +31,522 | New | Q1 2026 | May 13, 2026 |
| ICONIQ Capital, LLC | History | No change | 29,109 | 5,240 | 0.12% | 0.08% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 28,829 | 5,189 | 1.28% | 1.25% | 61 | +65 | 0.23% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 27,932 | 5,075 | 0.02% | 0.03% | 62 | -909 | -3.15% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 27,288 | 4,912 | 0.0% | 0.0% | 63 | -116 | -0.42% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 25,703 | 4,627 | 0.0% | 0.0% | 64 | +19,596 | 320.88% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 25,638 | 4,615 | 0.01% | — | 65 | +25,638 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 25,497 | 4,590 | 0.01% | 0.01% | 66 | -179 | -0.7% | Q1 2026 | Apr 27, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 25,430 | 4,577 | 0.17% | 0.18% | 67 | -990 | -3.75% | Q1 2026 | May 12, 2026 |
| PKO Investment Management Joint-Stock Co | History | No change | 24,800 | 4,464 | 0.38% | 0.37% | 68 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| FISCHER INVESTMENT STRATEGIES, LLC | History | No change | 24,006 | 4,459 | 2.6% | 2.6% | 69 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 24,253 | 4,366 | 0.01% | 0.02% | 70 | -25,077 | -50.84% | Q1 2026 | May 04, 2026 |
| Mount Capital Ltd | History | No change | 23,725 | 4,270 | 1.72% | 1.78% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BBR PARTNERS, LLC | History | Reduced | 21,422 | 3,856 | 0.22% | 0.22% | 72 | -1,018 | -4.54% | Q1 2026 | May 12, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | Reduced | 21,030 | 3,785 | 0.94% | 1.15% | 73 | -1,497 | -6.65% | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 20,662 | 3,719 | 0.02% | 0.02% | 74 | -1,256 | -5.73% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,935 | 3,408 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WBH ADVISORY INC | History | Reduced | 18,058 | 3,283 | 0.25% | 0.25% | 76 | -117 | -0.64% | Q1 2026 | Apr 27, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 17,764 | 3,197 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 17,288 | 3,112 | 0.01% | 0.01% | 78 | -901 | -4.95% | Q1 2026 | May 15, 2026 |
| Avestar Capital, LLC | History | No change | 17,137 | 3,085 | 0.2% | 0.21% | 79 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 16,613 | 2,990 | 0.19% | 0.19% | 80 | +1,091 | 7.03% | Q1 2026 | Apr 15, 2026 |
| Auxano Advisors, LLC | History | Added to | 16,307 | 2,935 | 0.59% | 0.08% | 81 | +14,037 | 618.37% | Q1 2026 | May 01, 2026 |
| Main Street Research LLC | History | Reduced | 14,742 | 2,653 | 0.15% | 0.16% | 82 | -396 | -2.62% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 14,680 | 2,643 | 0.0% | 0.0% | 83 | -1,868 | -11.29% | Q1 2026 | May 15, 2026 |
| Hyposwiss Advisors SA | History | Reduced | 14,655 | 2,638 | 2.61% | 2.7% | 84 | -145 | -0.98% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 14,592 | 2,626 | 0.0% | 0.0% | 85 | +3,841 | 35.73% | Q1 2026 | May 15, 2026 |
| Arrington Capital Management, LLC | History | New | 20,000 | 2,460 | 2.53% | — | 86 | +20,000 | New | Q1 2026 | May 14, 2026 |
| Sheridan Capital Management, LLC | History | Reduced | 13,416 | 2,415 | 1.27% | 1.28% | 87 | -199 | -1.46% | Q1 2026 | Apr 28, 2026 |
| Asset Advisory Group, Inc. | History | Added to | 13,380 | 2,408 | 1.21% | 1.19% | 88 | +574 | 4.48% | Q1 2026 | Apr 16, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 13,044 | 2,348 | 0.0% | 0.0% | 89 | -346 | -2.58% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,896 | 2,322 | 0.01% | 0.01% | 90 | -11 | -0.09% | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 12,647 | 2,276 | 0.05% | 0.09% | 91 | -10,265 | -44.8% | Q1 2026 | Apr 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 12,602 | 2,268 | 0.0% | 0.0% | 92 | +9,395 | 292.95% | Q1 2026 | May 13, 2026 |
| Evelyn Partners Investment Management LLP | History | Added to | 11,534 | 2,076 | 0.06% | 0.05% | 93 | +1,460 | 14.49% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 11,237 | 2,023 | 0.0% | 0.0% | 94 | +5,615 | 99.88% | Q1 2026 | May 14, 2026 |
| Sierra Capital LLC | History | No change | 10,801 | 1,944 | 0.21% | 0.21% | 95 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,079 | 1,943 | 0.0% | 0.0% | 96 | +3,431 | 44.86% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | New | 10,747 | 1,934 | 0.0% | — | 97 | +10,747 | New | Q1 2026 | May 12, 2026 |
| DARA CAPITAL US, INC. | History | No change | 10,400 | 1,872 | 1.78% | 1.71% | 98 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 10,215 | 1,838 | 0.01% | 0.01% | 99 | -1,010 | -9.0% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 9,664 | 1,739 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | No change | 8,927 | 1,607 | 0.02% | 0.03% | 101 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 8,842 | 1,591 | 0.01% | 0.01% | 102 | -453 | -4.87% | Q1 2026 | May 05, 2026 |
| LM Advisors LLC | History | Added to | 278 | 1,545 | 0.02% | 0.02% | 103 | +60 | 27.52% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | New | 8,328 | 1,499 | 0.01% | — | 104 | +8,328 | New | Q1 2026 | May 07, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 7,947 | 1,476 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 7,593 | 1,366 | 0.01% | 0.01% | 106 | +1,230 | 19.33% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 7,522 | 1,354 | 0.0% | 0.0% | 107 | +488 | 6.94% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 7,476 | 1,345 | 0.01% | — | 108 | +7,476 | New | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,429 | 1,337 | 0.0% | 0.0% | 109 | +415 | 5.92% | Q1 2026 | May 08, 2026 |
| Retirement Planning Group, LLC | History | Reduced | 7,227 | 1,300 | 0.04% | 0.04% | 110 | -9 | -0.12% | Q1 2026 | May 04, 2026 |
| SYM FINANCIAL Corp | History | Added to | 7,069 | 1,272 | 0.13% | 0.03% | 111 | +5,259 | 290.55% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,932 | 1,247 | 0.0% | 0.0% | 112 | -7,444 | -51.78% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | New | 6,840 | 1,231 | 0.0% | — | 113 | +6,840 | New | Q1 2026 | May 15, 2026 |
| Lorne Steinberg Wealth Management Inc. | History | Reduced | 6,639 | 1,195 | 0.28% | 0.3% | 114 | -272 | -3.94% | Q1 2026 | May 07, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Reduced | 6,563 | 1,181 | 0.06% | 0.1% | 115 | -845 | -11.41% | Q1 2026 | Apr 17, 2026 |
| Mariner, LLC | History | Reduced | 6,535 | 1,176 | 0.0% | 0.0% | 116 | -158 | -2.36% | Q1 2026 | May 13, 2026 |
| LOM Asset Management Ltd | History | Added to | 6,240 | 1,123 | 0.32% | 0.28% | 117 | +1,000 | 19.08% | Q1 2026 | May 05, 2026 |
| AlTi Global, Inc. | History | No change | 6,131 | 1,103 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,057 | 1,090 | 0.01% | 0.01% | 119 | +1,748 | 40.57% | Q1 2026 | Apr 07, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 6,027 | 1,084 | 0.02% | 0.02% | 120 | -137 | -2.22% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 5,961 | 1,073 | 0.03% | 0.03% | 121 | +497 | 9.1% | Q1 2026 | May 14, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 6,502 | 1,008 | 0.01% | 0.01% | 122 | +335 | 5.43% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Added to | 5,519 | 993 | 0.0% | 0.0% | 123 | +21 | 0.38% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | No change | 5,375 | 967 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Schusterman Interests, LLC | History | No change | 5,375 | 967 | 0.25% | 0.23% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 5,311 | 956 | 0.03% | 0.03% | 126 | -90 | -1.67% | Q1 2026 | Apr 09, 2026 |
| Stratos Investment Management, LLC | History | Added to | 5,273 | 949 | 0.04% | 0.04% | 127 | +374 | 7.63% | Q1 2026 | Apr 28, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 5,100 | 918 | 0.1% | 0.15% | 128 | -3,700 | -42.05% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Added to | 4,856 | 874 | 0.0% | 0.0% | 129 | +3,774 | 348.8% | Q1 2026 | May 11, 2026 |
| Integrity Wealth Partners, LLC | History | New | 4,403 | 792 | 0.71% | — | 130 | +4,403 | New | Q1 2026 | Apr 27, 2026 |
| Waverly Advisors, LLC | History | Added to | 4,351 | 783 | 0.01% | 0.01% | 131 | +529 | 13.84% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | Reduced | 4,299 | 774 | 0.02% | 0.02% | 132 | -15 | -0.35% | Q1 2026 | Apr 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 3,966 | 736 | 0.0% | 0.0% | 133 | +82 | 2.11% | Q1 2026 | May 15, 2026 |
| Strategic Blueprint, LLC | History | No change | 4,080 | 734 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 4,068 | 732 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | New | 4,050 | 729 | 0.05% | — | 137 | +4,050 | New | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,927 | 729 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 4,042 | 727 | 0.01% | — | 138 | +4,042 | New | Q1 2026 | Apr 20, 2026 |
| RETIREMENT INCOME SOLUTIONS, INC | History | No change | 3,985 | 717 | 0.12% | 0.13% | 139 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 3,961 | 713 | 0.01% | 0.01% | 140 | +43 | 1.1% | Q1 2026 | May 01, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | New | 3,927 | 706 | 0.4% | — | 141 | +3,927 | New | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 3,861 | 695 | 0.0% | 0.0% | 142 | +1,612 | 71.68% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 3,700 | 666 | 0.02% | 0.02% | 143 | -311 | -7.75% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 3,636 | 654 | 0.0% | 0.0% | 144 | +373 | 11.43% | Q1 2026 | May 05, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 3,561 | 641 | 0.02% | 0.03% | 145 | -529 | -12.93% | Q1 2026 | Apr 22, 2026 |
| Modern Wealth Management, LLC | History | New | 3,359 | 610 | 0.01% | — | 146 | +3,359 | New | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 3,299 | 593 | 0.02% | 0.02% | 147 | +1 | 0.03% | Q1 2026 | Apr 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 3,241 | 583 | 0.01% | 0.01% | 148 | -187 | -5.46% | Q1 2026 | May 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,910 | 567 | 0.01% | 0.01% | 149 | +82 | 2.9% | Q1 2026 | May 04, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 3,029 | 562 | 0.04% | 0.04% | 150 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| KDT Advisors, LLC | History | No change | 3,100 | 558 | 0.89% | 0.81% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Guardian Partners Inc. | History | New | 293 | 553 | 0.05% | — | 152 | +293 | New | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,050 | 549 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | Added to | 3,021 | 543 | 0.01% | 0.01% | 154 | +70 | 2.37% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 3,009 | 541 | 0.0% | 0.0% | 155 | +2,269 | 306.62% | Q1 2026 | May 14, 2026 |
| Arlington Financial Advisors, LLC | History | No change | 2,975 | 535 | 0.08% | 0.08% | 156 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,857 | 514 | 0.0% | 0.0% | 157 | +100 | 3.63% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 2,747 | 494 | 0.0% | 0.0% | 158 | -5,635 | -67.23% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,685 | 483 | 0.0% | 0.0% | 159 | -838 | -23.79% | Q1 2026 | Apr 27, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 2,663 | 479 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 2,647 | 476 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 2,641 | 475 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | No change | 2,624 | 472 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Independent Advisor Alliance | History | New | 2,610 | 469 | 0.01% | — | 164 | +2,610 | New | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | No change | 2,563 | 461 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| London & Capital Asset Management Ltd | History | No change | 2,540 | 457 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allie Family Office LLC | History | No change | 2,478 | 446 | 0.2% | 0.21% | 167 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 2,476 | 445 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FOCUSED ALPHA, LLC | History | New | 2,416 | 434 | 0.13% | — | 169 | +2,416 | New | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,410 | 433 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,363 | 425 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | No change | 2,328 | 419 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | Added to | 2,318 | 417 | 0.01% | 0.01% | 173 | +28 | 1.22% | Q1 2026 | May 14, 2026 |
| StoneX Group Inc. | History | Reduced | 2,280 | 410 | 0.02% | 0.02% | 174 | -702 | -23.54% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,270 | 408 | 0.0% | 0.0% | 175 | -6,630 | -74.49% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,226 | 404 | 0.0% | 0.0% | 176 | +1,798 | 420.09% | Q1 2026 | Apr 07, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 2,166 | 389 | 0.11% | 0.11% | 177 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 2,070 | 372 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | No change | 2,037 | 366 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advocate Investing Services LLC | History | No change | 1,960 | 352 | 0.3% | 0.33% | 180 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BlackDiamond Wealth Management, LLC | History | Added to | 1,918 | 345 | 0.17% | 0.17% | 181 | +71 | 3.84% | Q1 2026 | May 12, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 1,902 | 342 | 0.24% | 0.23% | 182 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 1,876 | 337 | 0.01% | 0.01% | 183 | -28 | -1.47% | Q1 2026 | May 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 1,867 | 336 | 0.02% | 0.03% | 184 | -555 | -22.91% | Q1 2026 | Apr 16, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 1,717 | 329 | 0.04% | 0.2% | 185 | -3,763 | -68.67% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,875 | 328 | 0.01% | 0.01% | 186 | -92 | -4.68% | Q1 2026 | May 15, 2026 |
| BFI Infinity Ltd. | History | Reduced | 1,791 | 322 | 0.18% | 0.24% | 187 | -265 | -12.89% | Q1 2026 | Apr 13, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 1,614 | 315 | 0.04% | 0.05% | 188 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | No change | 1,712 | 312 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 1,661 | 299 | 0.2% | 0.21% | 190 | -13 | -0.78% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,656 | 298 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Montaka Global Pty Ltd | History | No change | 1,628 | 293 | 0.18% | 0.14% | 192 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMERICA BANK | History | No change | 1,576 | 292 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| &PARTNERS | History | Reduced | 1,598 | 287 | 0.0% | 0.0% | 194 | -307 | -16.12% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 1,590 | 286 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sovran Advisors, LLC | History | Added to | 1,430 | 281 | 0.02% | 0.02% | 196 | +270 | 23.28% | Q1 2026 | May 01, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,500 | 270 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Summit Financial, LLC | History | Reduced | 1,458 | 262 | 0.0% | 0.0% | 198 | -5 | -0.34% | Q1 2026 | May 15, 2026 |
| JDM Financial Group LLC | History | No change | 1,457 | 262 | 0.1% | 0.1% | 199 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Elevated Private Wealth, LLC | History | No change | 1,358 | 252 | 0.26% | 0.26% | 200 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| North Berkeley Wealth Management, LLC | History | New | 1,395 | 251 | 0.13% | — | 201 | +1,395 | New | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 1,335 | 240 | 0.0% | 0.0% | 202 | -35 | -2.55% | Q1 2026 | May 12, 2026 |
| Dash Acquisitions Inc. | History | Reduced | 1,196 | 233 | 0.05% | 0.05% | 203 | -6 | -0.5% | Q1 2026 | May 08, 2026 |
| Causey Wealth LLC | History | New | 1,285 | 231 | 0.1% | — | 204 | +1,285 | New | Q1 2026 | May 12, 2026 |
| J.Safra Asset Management Corp | History | No change | 1,274 | 229 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rathbones Group PLC | History | New | 1,248 | 224 | 0.0% | — | 206 | +1,248 | New | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 1,234 | 222 | 0.0% | 0.0% | 207 | -619 | -33.41% | Q1 2026 | Apr 30, 2026 |
| Prosperity Consulting Group, LLC | History | New | 1,218 | 219 | 0.01% | — | 208 | +1,218 | New | Q1 2026 | May 05, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 1,210 | 217 | 0.0% | 0.01% | 209 | -186 | -13.32% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,184 | 213 | 0.0% | 0.0% | 210 | -120 | -9.2% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 1,178 | 212 | 0.0% | 0.0% | 211 | -175 | -12.93% | Q1 2026 | May 13, 2026 |
| ASPIRIANT, LLC | History | Reduced | 1,176 | 211 | 0.01% | 0.01% | 212 | -121 | -9.33% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | New | 1,152 | 207 | 0.0% | — | 214 | +1,152 | New | Q1 2026 | May 12, 2026 |
| Allegheny Financial Group | History | No change | 1,154 | 207 | 0.03% | 0.03% | 213 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Compass Ion Advisors, LLC | History | No change | 1,148 | 206 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Paulson Wealth Management Inc. | History | New | 1,125 | 202 | 0.05% | — | 216 | +1,125 | New | Q1 2026 | May 08, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 1,106 | 201 | 0.1% | 0.13% | 217 | -176 | -13.73% | Q1 2026 | Apr 08, 2026 |
| Retirement Management Systems Inc. | History | Reduced | 1,117 | 200 | 0.05% | 2.48% | 218 | -51,148 | -97.86% | Q1 2026 | Apr 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,068 | 198 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Forum Finance Group S.A. | History | New | 1,309 | 191 | 0.1% | — | 220 | +1,309 | New | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,060 | 190 | 0.0% | 0.0% | 221 | -2,829 | -72.74% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,051 | 189 | 0.0% | 0.0% | 222 | -1,172 | -52.72% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,014 | 182 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 878 | 158 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| LFA - Lugano Financial Advisors SA | History | Added to | 723 | 130 | 0.07% | 0.06% | 225 | +124 | 20.7% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 614 | 111 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Gen-Wealth Partners Inc | History | No change | 617 | 111 | 0.03% | 0.04% | 227 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WealthShield Partners, LLC | History | No change | 600 | 108 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 515 | 92 | 0.0% | 0.0% | 229 | -693 | -57.37% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | No change | 447 | 80 | 0.01% | 0.02% | 230 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 439 | 79 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | No change | 403 | 73 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Dunhill Financial, LLC | History | No change | 400 | 72 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 394 | 70 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| AlphaCore Capital LLC | History | Reduced | 339 | 61 | 0.0% | 0.0% | 235 | -736 | -68.47% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 318 | 57 | 0.0% | — | 236 | +318 | New | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 310 | 55 | 0.0% | — | 237 | +310 | New | Q1 2026 | May 15, 2026 |
| WEBSTER BANK, N. A. | History | No change | 300 | 54 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TrinityBridge Ltd | History | No change | 300 | 54 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 281 | 50 | 0.0% | 0.0% | 240 | -328 | -53.86% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | Reduced | 247 | 44 | 0.0% | 0.03% | 241 | -7,924 | -96.98% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 238 | 42 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 231 | 41 | 0.0% | 0.0% | 243 | +205 | 788.46% | Q1 2026 | May 15, 2026 |
| Y.D. More Investments Ltd | History | No change | 215 | 38 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 200 | 36 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | New | 186 | 33 | 0.0% | — | 246 | +186 | New | Q1 2026 | May 06, 2026 |
| NewEdge Advisors, LLC | History | Added to | 28,407 | 31 | 0.0% | 0.02% | 248 | +554 | 1.99% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 173 | 31 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | No change | 170 | 30 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 147 | 26 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ameliora Wealth Management Ltd. | History | Reduced | 136 | 24 | 0.01% | 0.01% | 251 | -64 | -32.0% | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 125 | 22 | 0.0% | 0.0% | 252 | -137 | -52.29% | Q1 2026 | May 06, 2026 |
| Investors Research Corp | History | Reduced | 121 | 21 | 0.0% | 0.01% | 253 | -130 | -51.79% | Q1 2026 | Apr 03, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 106 | 19 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 103 | 18 | 0.0% | 0.0% | 255 | +28 | 37.33% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | No change | 74 | 13 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 62 | 11 | 0.0% | 0.0% | 257 | +10 | 19.23% | Q1 2026 | Apr 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 60 | 10 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 50 | 9 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stone House Investment Management, LLC | History | No change | 39 | 7 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 35 | 6 | 0.0% | — | 261 | +35 | New | Q1 2026 | May 13, 2026 |
| VANGUARD ADVISERS INC | History | New | 26 | 4 | 0.0% | — | 263 | +26 | New | Q1 2026 | May 08, 2026 |
| HighMark Wealth Management LLC | History | New | 25 | 4 | 0.0% | — | 264 | +25 | New | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | No change | 25 | 4 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 22 | 3 | 0.0% | — | 268 | +22 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 21 | 3 | 0.0% | 0.0% | 266 | +10 | 90.91% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 20 | 3 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Roble, Belko & Company, Inc | History | No change | 14 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -48,460 | -100.0% | Q1 2026 | May 15, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,631 | -100.0% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -5,703 | -100.0% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,181 | -100.0% | Q1 2026 | Apr 29, 2026 |
| LWM Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -3,901 | -100.0% | Q1 2026 | Apr 28, 2026 |
| BTG Pactual Asset Management US LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,567 | -100.0% | Q1 2026 | May 14, 2026 |
| Moneda S.A. Administradora General de Fondos | History | Closed out | 0 | 0 | — | 0.43% | — | -2,579 | -100.0% | Q1 2026 | May 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,418 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,146 | -100.0% | Q1 2026 | Apr 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -2,098 | -100.0% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,978 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,816 | -100.0% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,780 | -100.0% | Q1 2026 | May 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,650 | -100.0% | Q1 2026 | May 13, 2026 |
| First Heartland Consultants, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,604 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Magnus Financial Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,530 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,080 | -100.0% | Q1 2026 | May 14, 2026 |
| TIFF ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -202 | -100.0% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | Apr 14, 2026 |
| AE Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |