iSHARES TRUST - USHY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 95,360,826 | 3,474,949 | 1.67% | 2.01% | 1 | +7,349,728 | 8.35% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL PLC | History | Reduced | 61,458,457 | 2,264,129 | 13.26% | 18.75% | 2 | -1,762,417 | -2.79% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 46,168,967 | 1,700,864 | 0.32% | 0.3% | 3 | +2,622,071 | 6.02% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 33,695,245 | 1,241,332 | 0.16% | 0.17% | 4 | -2,847,917 | -7.79% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 25,237,173 | 929,737 | 0.14% | 0.01% | 5 | +23,027,857 | 1042.31% | Q1 2026 | May 05, 2026 |
| Corebridge Financial, Inc. | History | New | 23,179,735 | 845,596 | 77.5% | — | 6 | +23,179,735 | New | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 22,926,529 | 844,613 | 0.01% | 0.01% | 7 | +1,994,887 | 9.53% | Q1 2026 | May 13, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 22,630,000 | 833,689 | 4.92% | 3.35% | 8 | +5,670,000 | 33.43% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 21,285,168 | 784,145 | 0.06% | 0.09% | 9 | -11,230,657 | -34.54% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 20,917,029 | 770,583 | 0.09% | 0.09% | 10 | +1,165,818 | 5.9% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 19,440,895 | 716,202 | 0.22% | 0.21% | 11 | +1,099,345 | 5.99% | Q1 2026 | May 14, 2026 |
| Japan Science & Technology Agency | History | No change | 14,319,906 | 527,545 | 10.96% | 9.84% | 12 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 14,080,000 | 518,707 | 4.08% | 4.2% | 13 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 12,575,624 | 463,286 | 0.03% | 0.03% | 14 | -715,446 | -5.38% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 11,282,244 | 411,576 | 3.14% | — | 15 | +11,282,244 | New | Q1 2026 | May 12, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 10,057,165 | 370,505 | 0.59% | 0.64% | 16 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 8,044,193 | 296,348 | 0.02% | 0.01% | 17 | +2,298,365 | 40.0% | Q1 2026 | May 15, 2026 |
| Ocean Park Asset Management, LLC | History | Reduced | 7,098,608 | 261,512 | 15.11% | 13.46% | 18 | -569,616 | -7.43% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 6,215,055 | 228,963 | 0.44% | 0.42% | 19 | -121,038 | -1.91% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,653,753 | 208,284 | 0.04% | 0.01% | 20 | +3,826,133 | 209.35% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 5,386,933 | 198,421 | 0.05% | 0.06% | 21 | -4,175 | -0.08% | Q1 2026 | May 04, 2026 |
| NEPC LLC | History | Added to | 5,230,809 | 192,703 | 3.84% | 3.33% | 22 | +1,051,520 | 25.16% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 5,224,371 | 192,465 | 0.1% | 0.1% | 23 | -119,725 | -2.24% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,146,879 | 187,758 | 0.01% | 0.03% | 24 | -6,757,570 | -56.77% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,878,232 | 179,715 | 0.03% | 0.02% | 25 | +824,693 | 20.35% | Q1 2026 | May 15, 2026 |
| Polianta Ltd | History | Reduced | 4,835,000 | 178,121 | 23.64% | 23.87% | 26 | -42,000 | -0.86% | Q1 2026 | Apr 16, 2026 |
| LPL Financial LLC | History | Reduced | 4,636,622 | 170,813 | 0.05% | 0.06% | 27 | -826,070 | -15.12% | Q1 2026 | May 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 4,289,399 | 158,021 | 0.61% | — | 28 | +4,289,399 | New | Q1 2026 | May 12, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 3,745,000 | 137,965 | 2.27% | 0.38% | 29 | +3,075,000 | 458.96% | Q1 2026 | May 11, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 3,090,034 | 113,836 | 3.34% | 3.02% | 30 | +379,829 | 14.01% | Q1 2026 | Apr 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 3,054,526 | 112,345 | 0.19% | 0.0% | 31 | +3,054,499 | 11312959.26% | Q1 2026 | May 05, 2026 |
| One Capital Management, LLC | History | Added to | 2,610,139 | 96,157 | 2.64% | 2.64% | 32 | +268,154 | 11.45% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 2,384,873 | 87,858 | 0.18% | 0.18% | 33 | +20,660 | 0.87% | Q1 2026 | May 06, 2026 |
| Ninety One UK Ltd | History | Added to | 2,294,198 | 84,518 | 0.2% | 0.07% | 34 | +1,429,782 | 165.4% | Q1 2026 | Apr 24, 2026 |
| Kensington Asset Management, LLC | History | Reduced | 2,218,483 | 81,728 | 4.45% | 7.4% | 35 | -1,609,645 | -42.05% | Q1 2026 | May 21, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 2,145,287 | 79,032 | 0.07% | 0.08% | 36 | -785,496 | -26.8% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 2,019,143 | 74,385 | 0.2% | 0.17% | 37 | +375,750 | 22.86% | Q1 2026 | May 14, 2026 |
| South Dakota Investment Council | History | Added to | 1,963,000 | 72,317 | 1.38% | 1.37% | 38 | +37,000 | 1.92% | Q1 2026 | May 18, 2026 |
| Cerity Partners LLC | History | Added to | 1,962,075 | 72,282 | 0.1% | 0.1% | 39 | +172,724 | 9.65% | Q1 2026 | May 15, 2026 |
| Betterment LLC | History | Added to | 1,906,112 | 70,221 | 0.13% | 0.13% | 40 | +110,936 | 6.18% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,883,482 | 69,387 | 0.1% | 0.08% | 41 | +299,976 | 18.94% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,823,481 | 67,177 | 0.01% | 0.02% | 42 | -572,670 | -23.9% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,796,164 | 66,170 | 0.03% | 0.04% | 43 | -196,746 | -9.87% | Q1 2026 | May 15, 2026 |
| SHENKMAN CAPITAL MANAGEMENT INC | History | Added to | 1,706,723 | 64,150 | 7.72% | 5.08% | 44 | +426,498 | 33.31% | Q1 2026 | May 12, 2026 |
| REBALANCE, LLC | History | Added to | 1,738,234 | 64,036 | 3.72% | 3.67% | 45 | +57,780 | 3.44% | Q1 2026 | May 11, 2026 |
| Bricktown Capital, LLC | History | Reduced | 1,550,648 | 57,125 | 11.25% | 10.17% | 46 | -64,500 | -3.99% | Q1 2026 | Apr 16, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | Added to | 1,485,000 | 54,707 | 4.38% | 2.39% | 47 | +813,949 | 121.29% | Q1 2026 | May 15, 2026 |
| 1607 Capital Partners, LLC | History | Reduced | 1,428,025 | 52,608 | 3.79% | 3.92% | 48 | -108,200 | -7.04% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,401,275 | 51,622 | 0.08% | 0.08% | 49 | +30,095 | 2.19% | Q1 2026 | May 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 1,355,000 | 49,918 | 0.56% | 0.51% | 50 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 1,316,148 | 48,486 | 2.18% | 0.04% | 51 | +1,291,408 | 5219.92% | Q1 2026 | Apr 21, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 1,256,588 | 46,292 | 3.88% | 4.28% | 52 | -221,759 | -15.0% | Q1 2026 | May 07, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,253,028 | 46,161 | 0.07% | 0.06% | 53 | +182,482 | 17.05% | Q1 2026 | May 14, 2026 |
| BARINGS LLC | History | Added to | 1,236,891 | 45,567 | 0.74% | 0.82% | 54 | +45,891 | 3.85% | Q1 2026 | May 06, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 1,186,924 | 43,726 | 0.1% | 0.12% | 55 | -217,209 | -15.47% | Q1 2026 | May 05, 2026 |
| ALLSTATE CORP | History | Reduced | 1,169,660 | 43,090 | 0.46% | 0.6% | 56 | -3,123 | -0.27% | Q1 2026 | May 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Added to | 1,167,140 | 43,081 | 1.37% | 0.26% | 57 | +966,554 | 481.87% | Q1 2026 | May 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,122,151 | 41,340 | 0.01% | 0.01% | 58 | +67,955 | 6.45% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,107,412 | 40,796 | 0.06% | 0.06% | 59 | -37,643 | -3.29% | Q1 2026 | May 15, 2026 |
| DSC Meridian Capital LP | History | Added to | 1,084,952 | 39,969 | 12.29% | 8.38% | 60 | +233,277 | 27.39% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 1,082,373 | 39,874 | 0.46% | 0.47% | 61 | +54,953 | 5.35% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 1,069,482 | 39,399 | 0.04% | 0.05% | 62 | -109,833 | -9.31% | Q1 2026 | May 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 1,030,800 | 38,331 | 0.01% | 0.01% | 63 | +221,000 | 27.29% | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | Added to | 1,024,609 | 38,207 | 1.47% | 1.54% | 64 | +6,324 | 0.62% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,015,935 | 37,427 | 0.05% | 0.05% | 65 | -60,661 | -5.63% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 1,007,587 | 37,119 | 0.04% | 0.05% | 66 | -225,603 | -18.29% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,004,215 | 36,995 | 0.03% | 0.03% | 67 | +45,592 | 4.76% | Q1 2026 | May 12, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 533,875 | 36,744 | 0.24% | 0.14% | 68 | -30,622 | -5.42% | Q1 2026 | May 15, 2026 |
| Roberts Financial Services LLC | History | Reduced | 975,269 | 35,928 | 11.43% | 13.57% | 69 | -180,780 | -15.64% | Q1 2026 | Apr 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 952,495 | 35,089 | 0.3% | 0.27% | 70 | +118,908 | 14.26% | Q1 2026 | May 07, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 817,088 | 30,101 | 0.2% | 0.18% | 71 | +107,460 | 15.14% | Q1 2026 | May 07, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 800,000 | 29,472 | 0.11% | 0.26% | 72 | -1,100,000 | -57.89% | Q1 2026 | May 05, 2026 |
| Chandler Asset Management, Inc. | History | New | 787,925 | 29,027 | 4.4% | — | 73 | +787,925 | New | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 783,000 | 28,845 | 0.44% | 3.26% | 74 | -6,687,000 | -89.52% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 779,104 | 28,702 | 0.03% | 0.01% | 75 | +517,665 | 198.01% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 685,069 | 25,237 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 674,540 | 24,728 | 0.12% | 0.13% | 77 | +25,868 | 3.99% | Q1 2026 | May 15, 2026 |
| Santa Clara Valley Transportation Authority | History | No change | 660,479 | 24,332 | 20.23% | 20.76% | 78 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stockman Wealth Management, Inc. | History | New | 650,112 | 23,950 | 2.64% | — | 79 | +650,112 | New | Q1 2026 | Apr 13, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 632,632 | 23,913 | 0.05% | 0.04% | 80 | +316,316 | 100.0% | Q1 2026 | May 12, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 629,422 | 23,187 | 0.52% | 0.53% | 81 | +16,099 | 2.62% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 618,250 | 22,776 | 0.01% | 0.01% | 82 | +5,229 | 0.85% | Q1 2026 | May 07, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Reduced | 610,700 | 22,498 | 0.53% | 0.77% | 83 | -143,300 | -19.01% | Q1 2026 | May 12, 2026 |
| Keeler Thomas Management LLC | History | Added to | 596,575 | 21,977 | 9.3% | 3.52% | 84 | +399,216 | 202.28% | Q1 2026 | May 11, 2026 |
| Alaska Permanent Fund Corp | History | New | 576,619 | 21,467 | 1.37% | — | 85 | +576,619 | New | Q1 2026 | May 19, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 554,761 | 20,437 | 0.01% | 0.01% | 86 | +514 | 0.09% | Q1 2026 | May 12, 2026 |
| Counterpoint Mutual Funds LLC | History | Reduced | 554,241 | 20,418 | 3.07% | 41.77% | 87 | -14,525,170 | -96.32% | Q1 2026 | Apr 27, 2026 |
| Allegiance Financial Group Advisory Services LLC | History | Added to | 512,430 | 18,877 | 3.75% | 3.71% | 88 | +40,556 | 8.59% | Q1 2026 | May 08, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | Reduced | 494,734 | 18,226 | 1.32% | 1.39% | 89 | -80,424 | -13.98% | Q1 2026 | Apr 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 493,792 | 18,185 | 0.0% | 0.01% | 90 | -115,801 | -19.0% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 482,761 | 18,052 | 0.01% | 0.01% | 91 | +14,121 | 3.01% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Added to | 482,749 | 17,914 | 0.58% | 0.58% | 92 | +40,841 | 9.24% | Q1 2026 | Apr 09, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 481,267 | 17,729 | 0.25% | 0.18% | 93 | +117,101 | 32.16% | Q1 2026 | Apr 30, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 475,071 | 17,501 | 0.02% | 0.03% | 94 | -88,479 | -15.7% | Q1 2026 | Apr 27, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 466,268 | 17,177 | 0.04% | 0.02% | 95 | +304,319 | 187.91% | Q1 2026 | May 11, 2026 |
| HRT FINANCIAL LP | History | New | 438,976 | 16,171 | 0.04% | — | 96 | +438,976 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 424,907 | 15,653 | 0.02% | 0.03% | 97 | -229,336 | -35.05% | Q1 2026 | Apr 27, 2026 |
| Nuveen, LLC | History | Reduced | 409,081 | 15,397 | 0.0% | 0.0% | 98 | -57,919 | -12.4% | Q1 2026 | Apr 30, 2026 |
| Trajan Wealth LLC | History | Added to | 417,736 | 15,389 | 0.62% | 0.6% | 99 | +35,503 | 9.29% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 412,241 | 15,186 | 0.15% | 0.2% | 100 | -122,116 | -22.85% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 409,957 | 15,102 | 0.0% | 0.0% | 101 | +177,858 | 76.63% | Q1 2026 | May 06, 2026 |
| Horizon Investments, LLC | History | Added to | 409,410 | 14,906 | 0.17% | 0.06% | 102 | +283,062 | 224.03% | Q1 2026 | May 14, 2026 |
| Summit Wealth Group, LLC | History | Added to | 396,549 | 14,608 | 3.35% | 3.24% | 103 | +25,969 | 7.01% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 390,748 | 14,395 | 0.04% | 0.03% | 104 | +101,592 | 35.13% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | New | 375,564 | 13,835 | 0.17% | — | 105 | +375,564 | New | Q1 2026 | May 12, 2026 |
| Northeast Financial Group, Inc. | History | Reduced | 373,064 | 13,749 | 3.4% | 3.63% | 106 | -56,363 | -13.13% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 359,171 | 13,231 | 0.02% | 0.02% | 107 | +13,755 | 3.98% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 348,281 | 12,830 | 0.83% | 0.73% | 108 | +49,203 | 16.45% | Q1 2026 | Apr 15, 2026 |
| CVS HEALTH Corp | History | Added to | 348,100 | 12,824 | 6.04% | 7.41% | 109 | +80,000 | 29.84% | Q1 2026 | May 07, 2026 |
| Destiny Wealth Partners, LLC | History | Added to | 346,410 | 12,761 | 1.4% | 1.34% | 110 | +36,806 | 11.89% | Q1 2026 | May 11, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 333,242 | 12,276 | 0.07% | 0.06% | 111 | +47,089 | 16.46% | Q1 2026 | Apr 22, 2026 |
| Grove Bank & Trust | History | Added to | 331,294 | 12,204 | 1.38% | 1.32% | 112 | +17,856 | 5.7% | Q1 2026 | Apr 08, 2026 |
| CNO Financial Group, Inc. | History | No change | 320,000 | 11,788 | 6.76% | 6.78% | 113 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Added to | 315,939 | 11,639 | 0.4% | 0.39% | 114 | +18,971 | 6.39% | Q1 2026 | Apr 07, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 310,219 | 11,430 | 0.96% | 0.79% | 115 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| FC Advisory LLC | History | Added to | 295,374 | 10,881 | 3.18% | 3.07% | 116 | +9,402 | 3.29% | Q1 2026 | Apr 14, 2026 |
| CITIGROUP INC | History | Reduced | 279,282 | 10,288 | 0.0% | 0.0% | 117 | -6,467 | -2.26% | Q1 2026 | May 11, 2026 |
| Trek Financial, LLC | History | Added to | 271,908 | 10,017 | 0.53% | 0.23% | 118 | +164,294 | 152.67% | Q1 2026 | May 13, 2026 |
| Octavia Wealth Advisors, LLC | History | Added to | 262,764 | 9,680 | 0.93% | 0.36% | 119 | +163,144 | 163.77% | Q1 2026 | Apr 10, 2026 |
| Grey Fox Wealth Advisors, LLC | History | Added to | 262,025 | 9,652 | 1.86% | 1.45% | 120 | +72,077 | 37.95% | Q1 2026 | Apr 21, 2026 |
| HOWE & RUSLING INC | History | Added to | 260,418 | 9,593 | 0.63% | 0.6% | 121 | +17,680 | 7.28% | Q1 2026 | Apr 28, 2026 |
| Amicus Financial Advisors, LLC | History | Added to | 238,825 | 8,798 | 2.42% | 2.42% | 122 | +6,604 | 2.84% | Q1 2026 | Apr 14, 2026 |
| FORM Wealth Advisors, LLC | History | Reduced | 235,560 | 8,678 | 1.02% | 1.13% | 123 | -21,551 | -8.38% | Q1 2026 | Apr 10, 2026 |
| VIEWPOINT INVESTMENT PARTNERS CORP | History | New | 262,800 | 8,650 | 4.01% | — | 124 | +262,800 | New | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | Added to | 232,203 | 8,554 | 0.01% | 0.01% | 125 | +10,369 | 4.67% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 231,443 | 8,526 | 0.52% | 0.88% | 126 | -9,537,469 | -97.63% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 223,489 | 8,357 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | Added to | 220,196 | 8,112 | 0.11% | 0.11% | 128 | +8,533 | 4.03% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 210,090 | 7,739 | 0.04% | 0.04% | 129 | -6,899 | -3.18% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 206,293 | 7,599 | 0.04% | 0.04% | 130 | +20,983 | 11.32% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 203,491 | 7,496 | 0.03% | 0.05% | 131 | -165,527 | -44.86% | Q1 2026 | May 11, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | Reduced | 201,447 | 7,421 | 0.28% | 0.36% | 132 | -57,379 | -22.17% | Q1 2026 | May 12, 2026 |
| PAYDEN & RYGEL | History | New | 199,187 | 7,338 | 0.56% | — | 133 | +199,187 | New | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 195,873 | 7,215 | 0.2% | 0.2% | 134 | +3,381 | 1.76% | Q1 2026 | May 04, 2026 |
| Modern Wealth Management, LLC | History | Added to | 192,332 | 7,064 | 0.12% | 0.13% | 135 | +1,117 | 0.58% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 184,474 | 6,898 | 0.14% | 0.14% | 136 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Single Point Partners, LLC | History | Added to | 185,317 | 6,827 | 1.36% | 1.33% | 137 | +5,018 | 2.78% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Reduced | 183,722 | 6,768 | 0.11% | 0.11% | 138 | -4,420 | -2.35% | Q1 2026 | Apr 27, 2026 |
| Integrated Advisors Network LLC | History | Added to | 179,847 | 6,625 | 0.35% | 0.24% | 139 | +34,940 | 24.11% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Management, Inc. | History | Added to | 176,375 | 6,497 | 1.04% | 0.99% | 140 | +14,473 | 8.94% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 176,662 | 6,492 | 0.04% | 0.05% | 141 | -63,827 | -26.54% | Q1 2026 | May 15, 2026 |
| PPM AMERICA INC/IL | History | New | 175,800 | 6,476 | 39.01% | — | 142 | +175,800 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 174,672 | 6,434 | 0.01% | 0.0% | 143 | +174,386 | 60974.13% | Q1 2026 | May 01, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 173,868 | 6,405 | 0.15% | 0.15% | 144 | +10,091 | 6.16% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 173,293 | 6,384 | 0.01% | 0.01% | 145 | +7,086 | 4.26% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Added to | 171,834 | 6,330 | 0.22% | 0.22% | 146 | +3,342 | 1.98% | Q1 2026 | May 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 171,322 | 6,311 | 0.75% | 0.85% | 147 | +2,040 | 1.21% | Q1 2026 | Apr 30, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 167,572 | 6,173 | 2.74% | 4.04% | 148 | -70,188 | -29.52% | Q1 2026 | Apr 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 162,061 | 5,963 | 0.01% | 0.01% | 149 | -77,515 | -32.36% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Reduced | 159,957 | 5,892 | 0.0% | 0.0% | 150 | -4,470 | -2.72% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 159,691 | 5,883 | 0.0% | 0.0% | 151 | -11,786 | -6.87% | Q1 2026 | May 05, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 159,641 | 5,881 | 0.09% | — | 152 | +159,641 | New | Q1 2026 | May 15, 2026 |
| Angel Oak Capital Advisors, LLC | History | Reduced | 158,936 | 5,855 | 6.51% | 19.67% | 153 | -202,956 | -56.08% | Q1 2026 | May 12, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | New | 157,862 | 5,815 | 0.03% | — | 154 | +157,862 | New | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 157,468 | 5,801 | 0.0% | 0.0% | 155 | +18,756 | 13.52% | Q1 2026 | Apr 30, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 153,486 | 5,739 | 0.83% | 0.83% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 153,357 | 5,649 | 0.06% | 0.08% | 157 | -24,206 | -13.63% | Q1 2026 | Apr 20, 2026 |
| Aberdeen Group plc | History | Reduced | 149,055 | 5,491 | 0.01% | 0.03% | 158 | -290,805 | -66.11% | Q1 2026 | Apr 29, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Reduced | 147,190 | 5,422 | 2.97% | 4.67% | 159 | -81,919 | -35.76% | Q1 2026 | May 07, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 145,337 | 5,394 | 0.3% | 0.29% | 160 | +14,111 | 10.75% | Q1 2026 | Apr 17, 2026 |
| Chesapeake Wealth Management | History | Added to | 144,568 | 5,325 | 1.63% | 1.57% | 161 | +3,835 | 2.73% | Q1 2026 | May 18, 2026 |
| Merit Financial Group, LLC | History | Added to | 143,611 | 5,290 | 0.04% | 0.02% | 162 | +77,503 | 117.24% | Q1 2026 | Apr 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 140,327 | 5,169 | 0.1% | 0.09% | 163 | +18,825 | 15.49% | Q1 2026 | Apr 15, 2026 |
| KINTRA WEALTH, LLC | History | New | 135,740 | 5,000 | 0.35% | — | 164 | +135,740 | New | Q1 2026 | May 15, 2026 |
| Twele Capital Management, Inc. | History | Added to | 135,532 | 4,992 | 0.89% | 0.71% | 165 | +28,927 | 27.13% | Q1 2026 | Apr 07, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | Reduced | 135,112 | 4,977 | 2.18% | 2.85% | 166 | -32,977 | -19.62% | Q1 2026 | Apr 27, 2026 |
| Ellevest, Inc. | History | Added to | 134,202 | 4,943 | 0.69% | 0.67% | 167 | +3,847 | 2.95% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 133,162 | 4,905 | 0.01% | 0.02% | 168 | -41,954 | -23.96% | Q1 2026 | May 04, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Added to | 131,199 | 4,833 | 2.5% | 2.31% | 169 | +4,636 | 3.66% | Q1 2026 | May 06, 2026 |
| ALPS ADVISORS INC | History | Reduced | 130,733 | 4,816 | 0.02% | 0.08% | 170 | -257,190 | -66.3% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 128,576 | 4,736 | 0.02% | 0.02% | 171 | -16,597 | -11.43% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Reduced | 127,142 | 4,683 | 0.0% | 0.01% | 172 | -207,017 | -61.95% | Q1 2026 | May 05, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 125,049 | 4,606 | 0.0% | 0.0% | 173 | +59,228 | 89.98% | Q1 2026 | May 13, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 123,500 | 4,549 | 0.27% | 0.36% | 174 | -45,000 | -26.71% | Q1 2026 | May 06, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 122,086 | 4,497 | 0.18% | 0.18% | 175 | -4,800 | -3.78% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | Added to | 121,281 | 4,467 | 0.05% | 0.03% | 176 | +86,619 | 249.9% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 121,182 | 4,464 | 0.04% | 0.03% | 177 | -5,634 | -4.44% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 117,178 | 4,316 | 0.01% | 0.01% | 178 | -101,343 | -46.38% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 115,235 | 4,245 | 0.03% | 0.04% | 179 | -8,961 | -7.22% | Q1 2026 | Apr 07, 2026 |
| Counterweight Ventures, LLC | History | Added to | 113,590 | 4,184 | 2.35% | 1.98% | 180 | +19,029 | 20.12% | Q1 2026 | Apr 27, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 112,905 | 4,159 | 0.08% | 0.1% | 181 | -21,889 | -16.24% | Q1 2026 | May 11, 2026 |
| Gibbs Wealth Management | History | Added to | 112,738 | 4,153 | 0.55% | 0.67% | 182 | +39,403 | 53.73% | Q1 2026 | May 13, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 104,657 | 3,852 | 0.33% | 0.22% | 183 | +43,932 | 72.35% | Q1 2026 | May 14, 2026 |
| Financial & Tax Architects, LLC | History | Added to | 103,890 | 3,827 | 0.85% | 0.8% | 184 | +8,489 | 8.9% | Q1 2026 | Apr 23, 2026 |
| Paragon Advisors, LLC | History | Reduced | 102,375 | 3,771 | 1.02% | 1.12% | 185 | -8,305 | -7.5% | Q1 2026 | May 04, 2026 |
| American Trust | History | Reduced | 101,805 | 3,750 | 0.33% | 0.33% | 186 | -1,755 | -1.69% | Q1 2026 | May 01, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 101,369 | 3,734 | 0.49% | 0.54% | 187 | -8,279 | -7.55% | Q1 2026 | May 04, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 100,390 | 3,698 | 0.02% | 0.01% | 188 | +2,157 | 2.2% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 97,011 | 3,627 | 1.06% | 1.06% | 189 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Marble Wealth, LLC | History | Added to | 97,772 | 3,601 | 0.63% | 0.47% | 190 | +7,042 | 7.76% | Q1 2026 | May 14, 2026 |
| SWS Partners | History | Reduced | 97,011 | 3,573 | 0.88% | 0.88% | 191 | -794 | -0.81% | Q1 2026 | Apr 21, 2026 |
| Drucker Wealth 3.0, LLC | History | Added to | 95,986 | 3,536 | 0.62% | 0.6% | 192 | +4,069 | 4.43% | Q1 2026 | Apr 23, 2026 |
| Ethos Financial Group, LLC | History | Added to | 95,196 | 3,507 | 0.26% | 0.26% | 193 | +929 | 0.99% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 95,133 | 3,504 | 0.0% | 0.0% | 194 | +13,640 | 16.74% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 93,740 | 3,453 | 0.01% | — | 195 | +93,740 | New | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 92,747 | 3,416 | 0.09% | — | 197 | +92,747 | New | Q1 2026 | May 15, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Reduced | 92,751 | 3,416 | 2.28% | 1.9% | 196 | -9,938 | -9.68% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 91,164 | 3,358 | 0.25% | 0.27% | 198 | +46,929 | 106.09% | Q1 2026 | Apr 28, 2026 |
| DeLarme Wealth Management, Inc. | History | Reduced | 91,150 | 3,357 | 2.16% | 2.46% | 199 | -1,356 | -1.47% | Q1 2026 | Apr 23, 2026 |
| Charles Schwab Trust Co | History | Reduced | 91,036 | 3,353 | 0.22% | 0.24% | 200 | -5,826 | -6.01% | Q1 2026 | Apr 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 88,754 | 3,269 | 0.06% | 0.06% | 201 | -5,559 | -5.89% | Q1 2026 | May 07, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 82,826 | 3,051 | 0.33% | 0.36% | 202 | -2,517 | -2.95% | Q1 2026 | Apr 24, 2026 |
| LeConte Wealth Management, LLC | History | Added to | 81,270 | 2,993 | 1.93% | 1.87% | 203 | +4,841 | 6.33% | Q1 2026 | May 12, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | New | 81,000 | 2,984 | 0.11% | — | 204 | +81,000 | New | Q1 2026 | May 06, 2026 |
| Peak Planning Group, LLC | History | Added to | 77,248 | 2,845 | 0.79% | 0.58% | 205 | +22,284 | 40.54% | Q1 2026 | Apr 22, 2026 |
| WealthCare Investment Partners, LLC | History | Added to | 76,069 | 2,797 | 0.78% | 0.8% | 206 | +2,933 | 4.01% | Q1 2026 | Apr 08, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 75,040 | 2,764 | 0.03% | 0.03% | 207 | +683 | 0.92% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 74,724 | 2,752 | 0.08% | 0.02% | 208 | +57,309 | 329.08% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 73,060 | 2,691 | 0.0% | 0.0% | 209 | -52,850 | -41.97% | Q1 2026 | May 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 72,431 | 2,668 | 0.04% | 0.2% | 210 | -273,902 | -79.09% | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | Reduced | 71,666 | 2,640 | 0.08% | 0.14% | 211 | -16,352 | -18.58% | Q1 2026 | Apr 21, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 71,641 | 2,639 | 0.09% | 0.09% | 212 | +424 | 0.6% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 71,094 | 2,619 | 0.16% | 0.16% | 213 | +8,592 | 13.75% | Q1 2026 | Apr 28, 2026 |
| Mutual Advisors, LLC | History | Added to | 70,961 | 2,614 | 0.06% | 0.04% | 214 | +16,489 | 30.27% | Q1 2026 | May 01, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Reduced | 70,841 | 2,609 | 0.91% | 1.06% | 215 | -6,528 | -8.44% | Q1 2026 | May 04, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 69,408 | 2,556 | 0.02% | 0.02% | 216 | +10,784 | 18.4% | Q1 2026 | Apr 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 68,750 | 2,532 | 0.0% | — | 217 | +68,750 | New | Q1 2026 | May 15, 2026 |
| Leeward Financial Partners, LLC | History | Added to | 68,224 | 2,513 | 0.75% | 0.72% | 218 | +85 | 0.12% | Q1 2026 | Apr 20, 2026 |
| Clear Creek Financial Management, LLC | History | New | 66,660 | 2,455 | 0.19% | — | 219 | +66,660 | New | Q1 2026 | Apr 22, 2026 |
| Mechanics Bank Trust Department | History | Reduced | 66,403 | 2,446 | 0.34% | 0.33% | 220 | -932 | -1.38% | Q1 2026 | Apr 09, 2026 |
| DAVENPORT & Co LLC | History | Added to | 65,250 | 2,403 | 0.01% | 0.01% | 221 | +2,797 | 4.48% | Q1 2026 | Apr 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 64,331 | 2,369 | 0.02% | 0.02% | 222 | -2,303 | -3.46% | Q1 2026 | May 12, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 63,732 | 2,347 | 0.05% | 0.06% | 223 | -14,985 | -19.04% | Q1 2026 | May 14, 2026 |
| Q3 Asset Management | History | New | 63,081 | 2,323 | 0.56% | — | 224 | +63,081 | New | Q1 2026 | Apr 28, 2026 |
| Proficio Capital Partners LLC | History | New | 63,041 | 2,322 | 0.12% | — | 225 | +63,041 | New | Q1 2026 | May 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Added to | 62,562 | 2,304 | 0.17% | 0.18% | 226 | +4,276 | 7.34% | Q1 2026 | Apr 30, 2026 |
| Unison Advisors LLC | History | Added to | 62,098 | 2,287 | 0.17% | 0.2% | 227 | +1,636 | 2.71% | Q1 2026 | Apr 28, 2026 |
| Capital Analysts, LLC | History | Reduced | 61,826 | 2,277 | 0.06% | 0.08% | 228 | -13,451 | -17.87% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 61,682 | 2,272 | 0.03% | 0.02% | 229 | +14,904 | 31.86% | Q1 2026 | Apr 20, 2026 |
| Procyon Advisors, LLC | History | Added to | 60,187 | 2,217 | 0.11% | 0.08% | 230 | +15,783 | 35.54% | Q1 2026 | May 04, 2026 |
| HM PAYSON & CO | History | New | 58,711 | 2,162 | 0.03% | — | 231 | +58,711 | New | Q1 2026 | Apr 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 58,147 | 2,142 | 0.01% | 0.01% | 232 | -16,292 | -21.89% | Q1 2026 | Apr 22, 2026 |
| Joel Adams & Associates, Inc. | History | Added to | 58,072 | 2,139 | 1.59% | 1.55% | 233 | +3,079 | 5.6% | Q1 2026 | Apr 20, 2026 |
| Choate Investment Advisors | History | Added to | 56,926 | 2,097 | 0.04% | 0.03% | 234 | +9,557 | 20.18% | Q1 2026 | May 13, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | Added to | 56,099 | 2,066 | 0.65% | 0.59% | 235 | +5,493 | 10.85% | Q1 2026 | Apr 16, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | Added to | 55,145 | 2,031 | 0.26% | 0.26% | 236 | +2,000 | 3.76% | Q1 2026 | May 15, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 54,730 | 2,016 | 0.06% | 0.06% | 237 | +3,396 | 6.62% | Q1 2026 | May 15, 2026 |
| Innovative Wealth Building LLC | History | Added to | 54,559 | 2,009 | 1.41% | 1.4% | 238 | +3,256 | 6.35% | Q1 2026 | May 01, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 54,262 | 1,999 | 0.02% | 0.02% | 239 | -10,012 | -15.58% | Q1 2026 | May 15, 2026 |
| Windsor Capital Management, LLC | History | Added to | 52,577 | 1,936 | 0.55% | 0.44% | 240 | +10,146 | 23.91% | Q1 2026 | Apr 10, 2026 |
| Atlas Legacy Advisors, LLC | History | Added to | 52,118 | 1,920 | 0.35% | 0.31% | 241 | +5,157 | 10.98% | Q1 2026 | May 11, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 52,005 | 1,915 | 0.12% | 0.13% | 242 | -1,043 | -1.97% | Q1 2026 | Apr 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Added to | 51,584 | 1,900 | 0.09% | 0.08% | 243 | +1,256 | 2.5% | Q1 2026 | May 06, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 50,554 | 1,862 | 0.11% | 0.12% | 244 | -3,459 | -6.4% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 50,328 | 1,854 | 0.0% | 0.0% | 245 | -7,520 | -13.0% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 48,821 | 1,817 | 0.14% | 0.14% | 246 | +5,052 | 11.54% | Q1 2026 | May 01, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 49,178 | 1,811 | 0.29% | 0.45% | 247 | -24,870 | -33.59% | Q1 2026 | Apr 15, 2026 |
| State of Wisconsin - Board of Commissioners of Public Lands | History | No change | 48,550 | 1,788 | 1.18% | 1.17% | 248 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 47,530 | 1,751 | 0.41% | 0.4% | 249 | +585 | 1.25% | Q1 2026 | Apr 17, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 46,878 | 1,726 | 0.4% | 0.4% | 250 | +2,405 | 5.41% | Q1 2026 | May 07, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 47,000 | 1,715 | 0.02% | 0.02% | 251 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Added to | 46,506 | 1,713 | 0.06% | 0.05% | 252 | +9,980 | 27.32% | Q1 2026 | Apr 20, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Added to | 45,369 | 1,671 | 0.28% | 0.06% | 253 | +35,660 | 367.29% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 44,112 | 1,669 | 0.0% | 0.0% | 254 | -72,270 | -62.1% | Q1 2026 | May 14, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 44,927 | 1,655 | 0.06% | 0.1% | 256 | -13,226 | -22.74% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 44,927 | 1,655 | 0.01% | 0.01% | 255 | +1,806 | 4.19% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 44,909 | 1,654 | 0.02% | 0.03% | 257 | -4,444 | -9.0% | Q1 2026 | May 15, 2026 |
| Vertex Investment Solutions Co., Ltd. | History | New | 45,000 | 1,641 | 1.9% | — | 258 | +45,000 | New | Q1 2026 | Apr 30, 2026 |
| Neumann Capital Management, LLC | History | Added to | 44,077 | 1,623 | 0.48% | 0.36% | 259 | +10,817 | 32.52% | Q1 2026 | Apr 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 43,979 | 1,620 | 0.0% | 0.0% | 260 | +7,870 | 21.8% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 43,801 | 1,613 | 0.05% | 0.04% | 261 | +1,031 | 2.41% | Q1 2026 | Apr 23, 2026 |
| AGF MANAGEMENT LTD | History | New | 43,500 | 1,602 | 0.01% | — | 262 | +43,500 | New | Q1 2026 | May 07, 2026 |
| CGN Advisors LLC | History | Added to | 43,480 | 1,601 | 0.13% | 0.12% | 263 | +2,687 | 6.59% | Q1 2026 | Apr 13, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | New | 42,957 | 1,582 | 0.1% | — | 264 | +42,957 | New | Q1 2026 | Apr 16, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 42,783 | 1,576 | 0.97% | — | 265 | +42,783 | New | Q1 2026 | Apr 28, 2026 |
| GUIDANCE CAPITAL, INC | History | Added to | 42,612 | 1,575 | 0.35% | 0.09% | 266 | +32,846 | 336.33% | Q1 2026 | May 08, 2026 |
| Encompass More Asset Management | History | New | 42,434 | 1,563 | 0.26% | — | 267 | +42,434 | New | Q1 2026 | Apr 28, 2026 |
| Bison Wealth, LLC | History | Reduced | 42,176 | 1,559 | 0.15% | 0.23% | 268 | -12,838 | -23.34% | Q1 2026 | May 15, 2026 |
| Tide Cove Capital Partners LLC | History | Added to | 41,539 | 1,546 | 1.05% | 1.05% | 269 | +1,040 | 2.57% | Q1 2026 | Apr 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 41,441 | 1,526 | 0.03% | 0.03% | 270 | +2,862 | 7.42% | Q1 2026 | May 15, 2026 |
| VICUS CAPITAL | History | Added to | 41,083 | 1,513 | 0.11% | 0.11% | 271 | +3,523 | 9.38% | Q1 2026 | Apr 22, 2026 |
| M Holdings Securities, Inc. | History | Added to | 40,896 | 1,507 | 0.1% | 0.08% | 272 | +10,538 | 34.71% | Q1 2026 | May 12, 2026 |
| Brookstone Capital Management | History | Reduced | 40,440 | 1,489 | 0.02% | 0.02% | 273 | -1,904 | -4.5% | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 39,403 | 1,451 | 0.17% | 0.57% | 274 | -72,160 | -64.68% | Q1 2026 | May 15, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 38,013 | 1,400 | 0.02% | 0.02% | 275 | +413 | 1.1% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Added to | 37,751 | 1,390 | 0.02% | 0.03% | 276 | +1,774 | 4.93% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 37,407 | 1,378 | 0.0% | 0.0% | 277 | +604 | 1.64% | Q1 2026 | May 06, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 37,069 | 1,365 | 0.86% | 0.86% | 278 | -276 | -0.74% | Q1 2026 | Apr 15, 2026 |
| PFG Advisors | History | Added to | 36,934 | 1,360 | 0.07% | 0.05% | 279 | +8,093 | 28.06% | Q1 2026 | May 05, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 36,805 | 1,355 | 0.04% | 0.03% | 280 | +8,854 | 31.68% | Q1 2026 | May 14, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | Reduced | 36,700 | 1,352 | 0.95% | 0.9% | 281 | -3,500 | -8.71% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 36,239 | 1,349 | 0.03% | 0.03% | 282 | +804 | 2.27% | Q1 2026 | May 04, 2026 |
| Boreal Capital Management LLC | History | New | 1 | 1,336 | 1.09% | 1.09% | 283 | +1 | New | Q1 2026 | May 14, 2026 |
| AMG National Trust Bank | History | Added to | 35,918 | 1,323 | 0.03% | 0.03% | 284 | +4,335 | 13.73% | Q1 2026 | May 04, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | Added to | 35,178 | 1,295 | 0.51% | 0.51% | 285 | +1,516 | 4.5% | Q1 2026 | Apr 22, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 34,766 | 1,280 | 0.19% | 0.22% | 286 | +3,279 | 10.41% | Q1 2026 | May 04, 2026 |
| FIDUCIENT ADVISORS LLC | History | Reduced | 34,676 | 1,277 | 0.17% | 0.49% | 287 | -71,110 | -67.22% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 34,481 | 1,270 | 0.0% | 0.0% | 288 | +16,988 | 97.11% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 34,490 | 1,270 | 0.02% | 0.01% | 289 | +10,002 | 40.84% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 33,925 | 1,249 | 0.01% | — | 290 | +33,925 | New | Q1 2026 | May 15, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 33,043 | 1,235 | 0.09% | 0.09% | 291 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | History | Reduced | 33,348 | 1,228 | 0.4% | 3.79% | 292 | -301,319 | -90.04% | Q1 2026 | Apr 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 33,099 | 1,219 | 0.01% | 0.01% | 293 | -55,875 | -62.8% | Q1 2026 | Apr 29, 2026 |
| XY Planning Network, Inc. | History | Added to | 33,183 | 1,218 | 0.19% | 0.21% | 294 | +798 | 2.46% | Q1 2026 | Apr 14, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | Added to | 32,728 | 1,205 | 0.17% | 0.05% | 295 | +22,583 | 222.6% | Q1 2026 | Apr 21, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Added to | 32,240 | 1,187 | 0.06% | 0.04% | 296 | +9,026 | 38.88% | Q1 2026 | May 04, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 32,020 | 1,179 | 0.95% | 1.14% | 297 | -3,192 | -9.07% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 31,863 | 1,173 | 0.01% | 0.01% | 298 | -220 | -0.69% | Q1 2026 | May 12, 2026 |
| Vestwell Advisors, LLC | History | Reduced | 31,844 | 1,173 | 0.32% | 0.18% | 299 | -56 | -0.18% | Q1 2026 | May 18, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Added to | 31,578 | 1,163 | 0.68% | 0.67% | 300 | +627 | 2.03% | Q1 2026 | Apr 17, 2026 |