iSHARES TRUST - USIG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Added to | 61,669,415 | 3,159,324 | 0.23% | 0.19% | 1 | +11,082,553 | 21.91% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 56,079,950 | 2,872,975 | 0.43% | 0.03% | 2 | +52,031,591 | 1285.25% | Q1 2026 | May 05, 2026 |
| Empower Advisory Group, LLC | History | Added to | 20,349,943 | 1,042,527 | 2.71% | 2.64% | 3 | +1,432,900 | 7.57% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 18,094,724 | 955,226 | 0.22% | 0.19% | 4 | +2,128,050 | 13.33% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 11,610,948 | 594,828 | 0.12% | 0.03% | 5 | +8,458,989 | 268.37% | Q1 2026 | May 13, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 11,369,294 | 579,492 | 4.42% | — | 6 | +11,369,294 | New | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 10,749,955 | 550,720 | 0.74% | 0.69% | 7 | +782,989 | 7.86% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Added to | 10,174,811 | 521,255 | 1.06% | 1.02% | 8 | +510,490 | 5.28% | Q1 2026 | May 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 9,139,303 | 468,206 | 1.8% | — | 9 | +9,139,303 | New | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 8,278,221 | 424,093 | 0.01% | 0.01% | 10 | +325,617 | 4.09% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,108,900 | 364,188 | 0.33% | 0.31% | 11 | +388,257 | 5.78% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,946,627 | 355,875 | 0.1% | 0.12% | 12 | -890,777 | -11.37% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 5,862,267 | 300,323 | 1.22% | 1.23% | 13 | +76,199 | 1.32% | Q1 2026 | May 14, 2026 |
| North Dakota State Investment Board | History | No change | 5,241,476 | 268,520 | 11.61% | 10.1% | 14 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 4,918,925 | 251,996 | 0.06% | 0.06% | 15 | -15,350 | -0.31% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 3,464,282 | 177,475 | 0.05% | 0.04% | 16 | +645,199 | 22.89% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 3,362,627 | 172,265 | 0.16% | 0.16% | 17 | +183,881 | 5.78% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | Added to | 3,181,412 | 162,983 | 0.15% | 0.09% | 18 | +802,706 | 33.75% | Q1 2026 | May 14, 2026 |
| Valmark Advisers, Inc. | History | Added to | 3,015,485 | 154,483 | 1.84% | 1.88% | 19 | +61,864 | 2.09% | Q1 2026 | May 01, 2026 |
| MORGAN STANLEY | History | Added to | 2,804,359 | 143,667 | 0.01% | 0.01% | 20 | +48,759 | 1.77% | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 2,767,024 | 141,754 | 0.42% | 0.34% | 21 | +396,954 | 16.75% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,934,400 | 99,099 | 0.02% | 0.02% | 22 | +76,702 | 4.13% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,800,624 | 91,777 | 0.01% | 0.0% | 23 | +350,767 | 24.19% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 1,692,140 | 86,688 | 2.74% | 2.88% | 24 | +164,221 | 10.75% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,583,035 | 81,098 | 0.01% | 0.01% | 25 | +14,073 | 0.9% | Q1 2026 | May 05, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,526,055 | 78,179 | 0.41% | 0.52% | 26 | +83,970 | 5.82% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,218,554 | 62,426 | 0.09% | 0.0% | 27 | +1,209,945 | 14054.42% | Q1 2026 | May 15, 2026 |
| Long Run Wealth Advisors, LLC | History | No change | 1,195,107 | 61,870 | 11.66% | 11.66% | 28 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Cetera Investment Advisers | History | Added to | 1,122,773 | 57,519 | 0.06% | 0.06% | 29 | +145,632 | 14.9% | Q1 2026 | May 13, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 813,206 | 41,237 | 4.11% | 4.12% | 30 | -12,887 | -1.56% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | New | 790,792 | 40,512 | 0.01% | — | 31 | +790,792 | New | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Reduced | 759,792 | 38,924 | 1.71% | 2.18% | 32 | -3,308 | -0.43% | Q1 2026 | May 11, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | New | 714,850 | 36,621 | 2.93% | — | 33 | +714,850 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 679,845 | 34,828 | 0.01% | 0.03% | 34 | -1,214,265 | -64.11% | Q1 2026 | May 14, 2026 |
| Trilogy Capital Inc. | History | Added to | 670,281 | 34,338 | 1.51% | 1.5% | 35 | +21,633 | 3.34% | Q1 2026 | Apr 21, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Added to | 653,841 | 33,496 | 2.18% | 2.11% | 36 | +8,243 | 1.28% | Q1 2026 | Apr 27, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 647,979 | 33,195 | 0.56% | 0.56% | 37 | -2,136 | -0.33% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 614,798 | 31,495 | 0.05% | 0.06% | 38 | +34,659 | 5.97% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 592,736 | 30,365 | 0.01% | 0.08% | 39 | +20,381 | 3.56% | Q1 2026 | May 04, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 548,142 | 28,053 | 0.5% | 0.58% | 40 | +307,945 | 128.21% | Q1 2026 | May 01, 2026 |
| New Jersey Better Educational Savings Trust | History | Reduced | 507,693 | 26,009 | 42.7% | 46.99% | 41 | -25,511 | -4.78% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 507,366 | 25,992 | 0.0% | 0.0% | 42 | +108,073 | 27.07% | Q1 2026 | May 15, 2026 |
| Santa Clara Valley Transportation Authority | History | No change | 481,977 | 24,691 | 20.53% | 20.97% | 43 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 439,717 | 22,526 | 0.89% | 0.86% | 44 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 432,356 | 22,149 | 0.19% | 0.14% | 45 | +109,836 | 34.06% | Q1 2026 | May 07, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 426,907 | 21,856 | 1.51% | 1.05% | 46 | +192,960 | 82.48% | Q1 2026 | May 18, 2026 |
| Blue Edge Capital, LLC | History | No change | 411,854 | 21,321 | 2.85% | 2.85% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 405,311 | 20,764 | 0.2% | 0.21% | 48 | -1,075 | -0.26% | Q1 2026 | May 08, 2026 |
| ST GERMAIN D J CO INC | History | Reduced | 405,122 | 20,754 | 0.82% | 0.82% | 49 | -4,277 | -1.04% | Q1 2026 | Apr 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 382,114 | 19,575 | 0.23% | 0.22% | 50 | +27,471 | 7.75% | Q1 2026 | May 01, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | Added to | 369,902 | 18,950 | 0.01% | 0.01% | 51 | +107,531 | 40.98% | Q1 2026 | May 13, 2026 |
| Cosner Financial Group, LLC | History | Added to | 365,167 | 18,707 | 10.28% | 9.47% | 52 | +6,586 | 1.84% | Q1 2026 | May 01, 2026 |
| Betterment LLC | History | Added to | 361,816 | 18,536 | 0.04% | 0.03% | 53 | +15,728 | 4.54% | Q1 2026 | May 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 358,233 | 18,352 | 1.06% | 0.86% | 54 | +62,264 | 21.04% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Reduced | 356,337 | 18,255 | 0.14% | 0.55% | 55 | -966,240 | -73.06% | Q1 2026 | Apr 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 324,821 | 16,640 | 0.63% | 0.63% | 56 | -41,115 | -11.24% | Q1 2026 | Apr 21, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Reduced | 280,801 | 14,385 | 0.87% | 3.18% | 57 | -25,312,291 | -98.9% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Added to | 278,900 | 14,240 | 0.24% | 0.23% | 58 | +30,072 | 12.09% | Q1 2026 | May 14, 2026 |
| Destination Wealth Management | History | Added to | 276,626 | 14,171 | 0.37% | 0.36% | 59 | +11,004 | 4.14% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 268,496 | 13,755 | 0.07% | 0.08% | 60 | +2,199 | 0.83% | Q1 2026 | May 08, 2026 |
| Shelter Mutual Insurance Co | History | Reduced | 263,974 | 13,523 | 3.01% | 3.16% | 61 | -10,016 | -3.66% | Q1 2026 | Apr 29, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 237,969 | 12,191 | 0.34% | 0.33% | 62 | -7,993 | -3.25% | Q1 2026 | Apr 28, 2026 |
| Westover Capital Advisors, LLC | History | Reduced | 220,081 | 11,274 | 2.07% | 2.08% | 63 | -386 | -0.18% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 218,453 | 11,191 | 0.01% | 0.01% | 64 | +45,455 | 26.27% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 217,080 | 11,121 | 0.02% | 0.02% | 65 | +5,572 | 2.63% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 199,428 | 10,216 | 0.28% | 0.07% | 66 | +157,141 | 371.61% | Q1 2026 | May 12, 2026 |
| Sigma Planning Corp | History | Added to | 194,886 | 9,984 | 0.28% | 0.27% | 67 | +5,936 | 3.14% | Q1 2026 | May 04, 2026 |
| SIMA Wealth Partners, LLC | History | New | 193,640 | 9,920 | 7.56% | — | 68 | +193,640 | New | Q1 2026 | May 15, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 188,348 | 9,649 | 3.0% | 2.84% | 69 | +7,099 | 3.92% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 185,742 | 9,515 | 0.01% | 0.01% | 70 | +9,038 | 5.11% | Q1 2026 | May 14, 2026 |
| Premier Path Wealth Partners, LLC | History | Reduced | 183,736 | 9,412 | 1.23% | 1.45% | 71 | -32,597 | -15.07% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 177,496 | 9,093 | 0.02% | 0.02% | 72 | -2,637 | -1.46% | Q1 2026 | May 14, 2026 |
| Kraft, Davis & Associates, LLC | History | Added to | 172,840 | 8,863 | 1.89% | 1.16% | 73 | +73,315 | 73.66% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 167,719 | 8,592 | 0.01% | 0.01% | 74 | +29,304 | 21.17% | Q1 2026 | Apr 27, 2026 |
| Simplicity Wealth,LLC | History | Added to | 159,877 | 8,190 | 0.46% | 0.46% | 75 | +9,535 | 6.34% | Q1 2026 | Apr 30, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 155,854 | 7,984 | 3.47% | 3.42% | 76 | +3,956 | 2.6% | Q1 2026 | Apr 16, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 154,061 | 7,892 | 0.01% | 0.0% | 77 | +144,952 | 1591.31% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 141,533 | 7,247 | 0.01% | 0.01% | 78 | -37,094 | -20.77% | Q1 2026 | Apr 08, 2026 |
| Triumph Capital Management | History | Added to | 135,462 | 6,939 | 1.41% | 0.24% | 79 | +113,982 | 530.64% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Added to | 134,825 | 6,907 | 0.15% | 0.09% | 80 | +39,752 | 41.81% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 135,350 | 6,898 | 0.25% | 0.19% | 81 | +38,622 | 39.93% | Q1 2026 | May 15, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Reduced | 132,280 | 6,776 | 3.71% | 5.22% | 82 | -42,738 | -24.42% | Q1 2026 | May 14, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 130,410 | 6,680 | 0.76% | 0.77% | 83 | +2,274 | 1.77% | Q1 2026 | Apr 15, 2026 |
| COMERICA BANK | History | No change | 123,582 | 6,397 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 118,784 | 6,031 | 0.02% | 0.03% | 85 | +24,111 | 25.47% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 111,343 | 5,697 | 0.07% | 0.09% | 86 | -26,565 | -19.26% | Q1 2026 | May 06, 2026 |
| Napier Financial, LLC | History | Reduced | 110,483 | 5,660 | 1.3% | 1.47% | 87 | -2,950 | -2.6% | Q1 2026 | May 05, 2026 |
| Wealthspire Retirement, LLC | History | Added to | 107,709 | 5,517 | 0.33% | 0.33% | 88 | +1,885 | 1.78% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 105,235 | 5,391 | 0.03% | 0.03% | 89 | +3,714 | 3.66% | Q1 2026 | May 05, 2026 |
| Erickson Financial Group, LLC | History | Added to | 103,718 | 5,313 | 3.33% | 3.14% | 90 | +4,801 | 4.85% | Q1 2026 | Apr 08, 2026 |
| Fjell Capital, LLC | History | Added to | 103,219 | 5,287 | 4.07% | 3.7% | 91 | +9,901 | 10.61% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 102,334 | 5,242 | 0.01% | 0.02% | 92 | -13,064 | -11.32% | Q1 2026 | May 14, 2026 |
| Center For Asset Management LLC | History | Added to | 102,193 | 5,235 | 2.6% | 2.59% | 93 | +6,384 | 6.66% | Q1 2026 | Apr 16, 2026 |
| Financial Avengers, Inc. | History | Added to | 101,248 | 5,186 | 2.36% | 1.91% | 94 | +11,229 | 12.47% | Q1 2026 | May 19, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 97,742 | 5,007 | 0.05% | 0.05% | 95 | +4,549 | 4.88% | Q1 2026 | Apr 20, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 93,487 | 4,789 | 0.88% | 0.86% | 96 | +3,056 | 3.38% | Q1 2026 | May 06, 2026 |
| Bauman Advisory Group, LLC | History | Added to | 85,043 | 4,356 | 3.05% | 1.53% | 97 | +48,309 | 131.51% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 84,197 | 4,313 | 0.01% | 0.01% | 98 | -444 | -0.52% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Added to | 82,626 | 4,232 | 0.13% | 0.12% | 99 | +903 | 1.1% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 80,822 | 4,140 | 0.02% | 0.01% | 100 | +1,453 | 1.83% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 79,520 | 4,073 | 0.0% | — | 101 | +79,520 | New | Q1 2026 | May 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | Reduced | 76,526 | 3,920 | 0.06% | 0.08% | 102 | -30,755 | -28.67% | Q1 2026 | Apr 09, 2026 |
| Columbus Macro, LLC | History | Reduced | 74,762 | 3,830 | 0.41% | 0.63% | 103 | -36,286 | -32.68% | Q1 2026 | Apr 21, 2026 |
| PRUDENTIAL PLC | History | Added to | 74,180 | 3,800 | 0.02% | 0.02% | 104 | +33,800 | 83.7% | Q1 2026 | May 13, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 73,458 | 3,763 | 0.19% | 0.19% | 105 | -273 | -0.37% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 73,297 | 3,755 | 0.01% | 0.01% | 106 | +7,056 | 10.65% | Q1 2026 | Apr 22, 2026 |
| Landing Point Financial Group, LLC | History | Reduced | 72,739 | 3,726 | 1.81% | 1.89% | 107 | -491 | -0.67% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 71,523 | 3,664 | 0.0% | 0.0% | 108 | -10,319 | -12.61% | Q1 2026 | May 14, 2026 |
| Compagnie Lombard Odier SCmA | History | Added to | 71,378 | 3,656 | 0.04% | 0.03% | 109 | +10,598 | 17.44% | Q1 2026 | Apr 15, 2026 |
| K2 Financial Inc. | History | Added to | 66,902 | 3,449 | 2.51% | 2.42% | 110 | +6,530 | 10.82% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 65,479 | 3,354 | 0.0% | 0.0% | 111 | -1,264 | -1.89% | Q1 2026 | May 13, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 63,962 | 3,260 | 0.5% | 0.52% | 112 | -1,828 | -2.78% | Q1 2026 | May 07, 2026 |
| Gateway Wealth Partners, LLC | History | New | 60,630 | 3,106 | 0.12% | — | 113 | +60,630 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 58,300 | 2,987 | 0.01% | 0.01% | 114 | -1,442 | -2.41% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 55,739 | 2,855 | 0.0% | 0.0% | 115 | -7,472 | -11.82% | Q1 2026 | May 07, 2026 |
| NewEdge Wealth, LLC | History | New | 54,708 | 2,802 | 0.03% | — | 116 | +54,708 | New | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 53,760 | 2,754 | 0.01% | 0.02% | 117 | -23,699 | -30.6% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 53,759 | 2,744 | 0.03% | 0.04% | 118 | -12,723 | -19.14% | Q1 2026 | Apr 07, 2026 |
| Summit Asset Management, LLC | History | Added to | 53,281 | 2,729 | 0.38% | 0.27% | 119 | +16,109 | 43.34% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 52,033 | 2,665 | 0.0% | 0.0% | 120 | +47,033 | 940.66% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 51,950 | 2,661 | 0.01% | — | 121 | +51,950 | New | Q1 2026 | May 14, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | Added to | 51,417 | 2,634 | 0.25% | 0.25% | 122 | +2,368 | 4.83% | Q1 2026 | May 13, 2026 |
| Stratos Investment Management, LLC | History | Added to | 50,984 | 2,611 | 0.1% | 0.09% | 123 | +6,112 | 13.62% | Q1 2026 | Apr 28, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 49,843 | 2,580 | 0.81% | 0.81% | 124 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Heck Capital Advisors, LLC | History | Added to | 50,257 | 2,574 | 0.19% | 0.13% | 125 | +16,612 | 49.37% | Q1 2026 | Apr 16, 2026 |
| GLOBALT Investments LLC / GA | History | Reduced | 49,793 | 2,550 | 0.09% | 0.09% | 126 | -345 | -0.69% | Q1 2026 | May 15, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 47,750 | 2,446 | 0.05% | 0.05% | 127 | +974 | 2.08% | Q1 2026 | Apr 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 46,356 | 2,374 | 0.09% | 0.09% | 128 | +1,397 | 3.11% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 46,046 | 2,358 | 0.07% | 0.09% | 129 | +824 | 1.82% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | Added to | 45,906 | 2,351 | 0.02% | 0.02% | 130 | +4,042 | 9.66% | Q1 2026 | Apr 13, 2026 |
| Compass Financial Group, Inc. | History | Reduced | 44,951 | 2,302 | 1.04% | 1.03% | 131 | -31 | -0.07% | Q1 2026 | May 05, 2026 |
| 10Elms LLP | History | Added to | 43,286 | 2,217 | 1.4% | 1.77% | 132 | +5,957 | 15.96% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 40,677 | 2,084 | 0.07% | 0.02% | 133 | +31,073 | 323.54% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 40,455 | 2,072 | 0.0% | 0.0% | 134 | -16,334 | -28.76% | Q1 2026 | May 13, 2026 |
| Sovran Advisors, LLC | History | Added to | 40,249 | 2,062 | 0.16% | 0.14% | 135 | +9,353 | 30.27% | Q1 2026 | May 01, 2026 |
| World Investment Advisors | History | Added to | 38,662 | 1,980 | 0.03% | 0.03% | 136 | +3,131 | 8.81% | Q1 2026 | Apr 27, 2026 |
| Banco Santander, S.A. | History | Reduced | 37,440 | 1,918 | 0.02% | 0.02% | 137 | -13,573 | -26.61% | Q1 2026 | May 08, 2026 |
| Arista Wealth Management, LLC | History | No change | 36,839 | 1,887 | 0.23% | 0.23% | 138 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 36,484 | 1,869 | 0.0% | 0.0% | 139 | +992 | 2.79% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 36,444 | 1,867 | 0.0% | 0.0% | 140 | +24,728 | 211.06% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 36,346 | 1,843 | 0.0% | 0.0% | 141 | +9,293 | 34.35% | Q1 2026 | May 15, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Reduced | 35,310 | 1,808 | 0.01% | 0.01% | 142 | -1,344 | -3.67% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 34,834 | 1,784 | 0.0% | 0.01% | 143 | -51,630 | -59.71% | Q1 2026 | May 04, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 34,526 | 1,768 | 0.19% | 0.19% | 144 | +892 | 2.65% | Q1 2026 | Apr 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,045 | 1,658 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 30,482 | 1,561 | 0.02% | 0.02% | 146 | +1,300 | 4.45% | Q1 2026 | Apr 20, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 30,309 | 1,552 | 0.0% | 0.0% | 147 | -242,537 | -88.89% | Q1 2026 | May 15, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 29,916 | 1,532 | 0.26% | 0.25% | 148 | -860 | -2.79% | Q1 2026 | May 12, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 29,225 | 1,512 | 0.22% | 0.22% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sowell Financial Services LLC | History | Added to | 29,460 | 1,509 | 0.06% | 0.05% | 150 | +1,577 | 5.66% | Q1 2026 | Apr 20, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 28,924 | 1,481 | 0.0% | 0.0% | 151 | -9,850 | -25.4% | Q1 2026 | Apr 22, 2026 |
| Advyzon Investment Management, LLC | History | Added to | 28,884 | 1,479 | 0.13% | 0.17% | 152 | +629 | 2.23% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 28,127 | 1,441 | 0.0% | 0.0% | 153 | +312 | 1.12% | Q1 2026 | May 06, 2026 |
| WBH ADVISORY INC | History | Added to | 28,010 | 1,430 | 0.11% | 0.1% | 154 | +881 | 3.25% | Q1 2026 | Apr 27, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 27,795 | 1,423 | 0.13% | 0.12% | 155 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tempo Wealth, LLC | History | Added to | 27,099 | 1,388 | 0.24% | 0.21% | 156 | +4,196 | 18.32% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 25,968 | 1,330 | 0.01% | 0.01% | 157 | +1,429 | 5.82% | Q1 2026 | Apr 30, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Added to | 24,898 | 1,275 | 0.08% | 0.08% | 158 | +370 | 1.51% | Q1 2026 | Apr 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 24,910 | 1,274 | 0.01% | 0.01% | 159 | -1,133 | -4.35% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 23,750 | 1,216 | 0.02% | 0.02% | 160 | +3,430 | 16.88% | Q1 2026 | May 18, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 23,525 | 1,205 | 0.02% | — | 161 | +23,525 | New | Q1 2026 | May 15, 2026 |
| TMB Capital Partners, LLC | History | Added to | 23,277 | 1,192 | 0.4% | 0.38% | 162 | +1,669 | 7.72% | Q1 2026 | May 08, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 22,485 | 1,151 | 0.04% | 0.04% | 163 | -458 | -2.0% | Q1 2026 | May 14, 2026 |
| Cumberland Partners Ltd | History | Added to | 22,407 | 1,147 | 0.09% | 0.06% | 164 | +3,035 | 15.67% | Q1 2026 | May 14, 2026 |
| JGP Wealth Management, LLC | History | Reduced | 21,935 | 1,123 | 0.12% | 0.14% | 165 | -4,690 | -17.62% | Q1 2026 | Apr 08, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 21,771 | 1,115 | 0.01% | 0.01% | 166 | +4,434 | 25.58% | Q1 2026 | May 14, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 21,313 | 1,091 | 0.08% | 0.08% | 167 | +490 | 2.35% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | Reduced | 21,274 | 1,089 | 0.01% | 0.01% | 168 | -254 | -1.18% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 21,185 | 1,079 | 0.07% | 0.05% | 169 | -1,073 | -4.82% | Q1 2026 | Apr 24, 2026 |
| Saiph Capital, LLC | History | Reduced | 20,779 | 1,064 | 0.4% | 0.4% | 170 | -683 | -3.18% | Q1 2026 | May 12, 2026 |
| Grant Private Wealth Management Inc | History | New | 20,757 | 1,063 | 0.56% | — | 171 | +20,757 | New | Q1 2026 | Apr 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 20,653 | 1,058 | 0.08% | 0.12% | 172 | +6,071 | 41.63% | Q1 2026 | Apr 28, 2026 |
| Members Trust Co | History | Added to | 20,388 | 1,044 | 0.03% | 0.03% | 173 | +4,507 | 28.38% | Q1 2026 | May 04, 2026 |
| NorthRock Partners, LLC | History | Added to | 20,182 | 1,033 | 0.02% | 0.02% | 174 | +597 | 3.05% | Q1 2026 | May 15, 2026 |
| CAP Partners, LLC | History | Added to | 20,028 | 1,026 | 0.58% | 0.53% | 175 | +2,093 | 11.67% | Q1 2026 | Apr 28, 2026 |
| Csenge Advisory Group | History | Added to | 19,680 | 1,008 | 0.05% | 0.04% | 176 | +1,622 | 8.98% | Q1 2026 | Apr 30, 2026 |
| Gotham Asset Management, LLC | History | Added to | 19,315 | 989 | 0.0% | 0.0% | 177 | +10,717 | 124.65% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 19,217 | 984 | 0.06% | 0.06% | 178 | +1,649 | 9.39% | Q1 2026 | Apr 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 18,801 | 963 | 0.0% | 0.0% | 179 | +2,832 | 17.73% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | New | 18,690 | 957 | 0.0% | — | 180 | +18,690 | New | Q1 2026 | May 04, 2026 |
| Pines Wealth Management, LLC | History | Added to | 18,371 | 941 | 0.3% | 0.31% | 181 | +107 | 0.59% | Q1 2026 | Apr 08, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 17,954 | 919 | 0.01% | 0.01% | 182 | -722 | -3.87% | Q1 2026 | May 13, 2026 |
| Diligent Investors, LLC | History | Reduced | 17,393 | 891 | 0.22% | 0.22% | 183 | -159 | -0.91% | Q1 2026 | Apr 15, 2026 |
| Americana Partners, LLC | History | Reduced | 17,308 | 886 | 0.02% | 1.15% | 184 | -794,407 | -97.87% | Q1 2026 | May 12, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 17,261 | 884 | 0.07% | 0.07% | 185 | -1,100 | -5.99% | Q1 2026 | Apr 29, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 17,055 | 873 | 0.01% | 0.02% | 186 | -10,944 | -39.09% | Q1 2026 | May 11, 2026 |
| Aprio Wealth Management, LLC | History | New | 16,663 | 853 | 0.05% | — | 187 | +16,663 | New | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | Added to | 16,485 | 844 | 0.0% | 0.0% | 188 | +410 | 2.55% | Q1 2026 | May 05, 2026 |
| TFB Advisors LLC | History | Reduced | 16,300 | 835 | 0.44% | 0.38% | 189 | -10,048 | -38.14% | Q1 2026 | Apr 20, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 16,267 | 833 | 0.01% | — | 190 | +16,267 | New | Q1 2026 | Apr 07, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | New | 15,825 | 810 | 0.02% | — | 191 | +15,825 | New | Q1 2026 | May 13, 2026 |
| Seascape Capital Management | History | No change | 15,575 | 798 | 0.23% | 0.23% | 192 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Added to | 15,485 | 793 | 0.83% | 0.9% | 194 | +6,229 | 67.3% | Q1 2026 | May 13, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 15,482 | 793 | 0.05% | 0.04% | 193 | +4,283 | 38.24% | Q1 2026 | Apr 27, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 15,285 | 783 | 0.06% | 0.05% | 195 | -807 | -5.01% | Q1 2026 | May 20, 2026 |
| FMR LLC | History | Reduced | 14,830 | 759 | 0.0% | 0.0% | 196 | -497 | -3.24% | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 14,637 | 749 | 0.01% | 0.01% | 198 | +1,514 | 11.54% | Q1 2026 | May 11, 2026 |
| Montecito Bank & Trust | History | No change | 14,627 | 749 | 0.12% | 0.12% | 197 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Wealthstar Advisors, LLC | History | Reduced | 14,481 | 741 | 0.35% | 0.33% | 199 | -14 | -0.1% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 14,402 | 737 | 0.05% | 0.05% | 200 | +689 | 5.02% | Q1 2026 | May 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 14,334 | 734 | 0.12% | 0.14% | 201 | -2,006 | -12.28% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | Added to | 14,274 | 731 | 0.0% | 0.0% | 202 | +2,077 | 17.03% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 11,774 | 718 | 0.0% | 0.0% | 203 | +716 | 6.47% | Q1 2026 | May 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 13,660 | 699 | 0.0% | 0.0% | 204 | +1,529 | 12.6% | Q1 2026 | May 15, 2026 |
| CRA Financial Services, LLC | History | Added to | 13,649 | 699 | 0.09% | 0.09% | 205 | +106 | 0.78% | Q1 2026 | Apr 09, 2026 |
| HighTower Advisors, LLC | History | Added to | 13,631 | 698 | 0.0% | 0.0% | 206 | +3,253 | 31.35% | Q1 2026 | May 05, 2026 |
| Edgemoor Investment Advisors, Inc. | History | No change | 13,555 | 694 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CROBAN | History | Reduced | 13,399 | 686 | 0.32% | 0.4% | 208 | -2,841 | -17.49% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 13,371 | 684 | 0.0% | 0.0% | 209 | -1,464 | -9.87% | Q1 2026 | May 14, 2026 |
| Yukon Wealth Management, Inc. | History | Added to | 13,040 | 668 | 0.4% | 0.37% | 211 | +524 | 4.19% | Q1 2026 | Apr 30, 2026 |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | History | No change | 13,040 | 668 | 0.11% | 0.1% | 210 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 12,979 | 664 | 0.01% | 0.01% | 212 | -1,240 | -8.72% | Q1 2026 | May 15, 2026 |
| Brookstone Capital Management | History | Reduced | 12,884 | 660 | 0.01% | 0.01% | 213 | -1,320 | -9.29% | Q1 2026 | Apr 16, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 12,735 | 652 | 0.07% | 0.06% | 214 | +970 | 8.24% | Q1 2026 | Apr 28, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 12,427 | 636 | 0.0% | 0.0% | 215 | +2,500 | 25.18% | Q1 2026 | May 14, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Reduced | 12,038 | 616 | 0.18% | 0.18% | 216 | -76 | -0.63% | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 11,890 | 609 | 0.0% | 0.0% | 217 | +4,380 | 58.32% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 11,744 | 601 | 0.01% | 0.02% | 219 | +5,454 | 86.71% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 11,743 | 601 | 0.01% | 0.0% | 218 | +5,453 | 86.69% | Q1 2026 | May 15, 2026 |
| Breakwater Capital Group | History | Reduced | 11,465 | 587 | 0.08% | 0.08% | 220 | -152 | -1.31% | Q1 2026 | Apr 20, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | Reduced | 11,361 | 582 | 0.44% | 0.49% | 221 | -52 | -0.46% | Q1 2026 | Apr 27, 2026 |
| DAVIDSON TRUST CO | History | Reduced | 11,349 | 581 | 0.25% | 0.27% | 222 | -1,049 | -8.46% | Q1 2026 | Apr 20, 2026 |
| United Advisor Group, LLC | History | Added to | 11,208 | 574 | 0.07% | 0.07% | 223 | +519 | 4.86% | Q1 2026 | Apr 17, 2026 |
| Koss-Olinger Consulting, LLC | History | New | 11,042 | 565 | 0.05% | — | 224 | +11,042 | New | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 10,864 | 561 | 0.0% | 0.0% | 225 | +4,465 | 69.78% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,964 | 561 | 0.0% | 0.0% | 226 | +350 | 3.3% | Q1 2026 | Apr 24, 2026 |
| Summit Financial, LLC | History | Added to | 10,927 | 559 | 0.01% | 0.01% | 227 | +123 | 1.14% | Q1 2026 | May 15, 2026 |
| CAHABA WEALTH MANAGEMENT, INC. | History | Added to | 10,819 | 554 | 0.04% | 0.04% | 228 | +83 | 0.77% | Q1 2026 | Apr 29, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 10,641 | 545 | 0.03% | 0.04% | 229 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| AE Wealth Management LLC | History | Reduced | 10,586 | 542 | 0.0% | 0.0% | 230 | -4,644 | -30.49% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 10,561 | 541 | 0.02% | 0.02% | 231 | +545 | 5.44% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Reduced | 10,500 | 537 | 0.0% | 0.0% | 232 | -2,735 | -20.66% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 10,312 | 528 | 0.01% | 0.01% | 233 | +967 | 10.35% | Q1 2026 | Apr 10, 2026 |
| Investment Management Trust, LLC | History | New | 10,263 | 525 | 0.51% | — | 234 | +10,263 | New | Q1 2026 | Apr 24, 2026 |
| Oxinas Partners, LLC | History | New | 10,170 | 521 | 0.24% | — | 235 | +10,170 | New | Q1 2026 | Apr 10, 2026 |
| XTX Topco Ltd | History | New | 10,108 | 517 | 0.01% | — | 236 | +10,108 | New | Q1 2026 | May 15, 2026 |
| Kelly Financial Services LLC | History | New | 9,968 | 505 | 0.12% | — | 237 | +9,968 | New | Q1 2026 | Apr 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 9,816 | 502 | 0.03% | 0.03% | 238 | +86 | 0.88% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 9,602 | 491 | 0.01% | 0.01% | 239 | -1,288 | -11.83% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 9,537 | 488 | 0.01% | 0.01% | 240 | +1,905 | 24.96% | Q1 2026 | May 15, 2026 |
| Intesa Sanpaolo Wealth Management | History | New | 9,500 | 486 | 0.12% | — | 241 | +9,500 | New | Q1 2026 | May 15, 2026 |
| Wescott Financial Advisory Group, LLC | History | Added to | 9,167 | 469 | 0.04% | 0.04% | 242 | +70 | 0.77% | Q1 2026 | May 12, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 9,125 | 467 | 0.01% | 0.23% | 243 | -329,365 | -97.3% | Q1 2026 | Apr 30, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 8,907 | 457 | 0.05% | 0.05% | 244 | +630 | 7.61% | Q1 2026 | Apr 22, 2026 |
| WAYSTONE ADVISORS LLC | History | Reduced | 8,882 | 455 | 0.41% | 0.4% | 245 | -161 | -1.78% | Q1 2026 | Apr 16, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 8,702 | 445 | 0.0% | 0.0% | 246 | +1,288 | 17.37% | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,542 | 437 | 0.01% | 0.01% | 247 | +1,677 | 24.43% | Q1 2026 | May 14, 2026 |
| RHS Financial, LLC | History | New | 8,399 | 430 | 0.2% | — | 248 | +8,399 | New | Q1 2026 | Apr 28, 2026 |
| EJMK Ventures LLC | History | Reduced | 8,365 | 428 | 0.24% | 0.37% | 249 | -3,267 | -28.09% | Q1 2026 | Apr 24, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 8,289 | 424 | 0.02% | 0.02% | 250 | +81 | 0.99% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 8,247 | 422 | 0.02% | 0.02% | 251 | +206 | 2.56% | Q1 2026 | May 08, 2026 |
| Valley Financial Group, Inc. | History | Added to | 8,231 | 421 | 0.23% | 0.23% | 252 | +234 | 2.93% | Q1 2026 | May 15, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 8,219 | 421 | 0.02% | 0.03% | 253 | -44 | -0.53% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 8,293 | 419 | 0.0% | 0.0% | 254 | -9,583 | -53.61% | Q1 2026 | May 15, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Reduced | 7,837 | 401 | 0.04% | 0.06% | 255 | -2,077 | -20.95% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 7,797 | 399 | 0.04% | 0.03% | 256 | +727 | 10.28% | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Added to | 7,797 | 399 | 0.02% | 0.02% | 257 | +527 | 7.25% | Q1 2026 | May 05, 2026 |
| FLAGSTAR ADVISORS INC | History | Reduced | 7,770 | 398 | 0.14% | 0.14% | 258 | -157 | -1.98% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 7,602 | 389 | 0.02% | 0.02% | 259 | +86 | 1.14% | Q1 2026 | May 12, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 7,519 | 385 | 0.04% | 0.07% | 260 | -2,197 | -22.61% | Q1 2026 | May 15, 2026 |
| StoneX Group Inc. | History | New | 7,295 | 373 | 0.02% | — | 261 | +7,295 | New | Q1 2026 | May 14, 2026 |
| Meridian Wealth Management, LLC | History | New | 7,157 | 366 | 0.01% | — | 262 | +7,157 | New | Q1 2026 | May 06, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,107 | 364 | 0.01% | 0.0% | 263 | +1,530 | 27.43% | Q1 2026 | Apr 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 7,109 | 364 | 0.01% | 0.01% | 264 | +79 | 1.12% | Q1 2026 | May 07, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 6,998 | 358 | 0.19% | 0.19% | 265 | +14 | 0.2% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,912 | 357 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 6,953 | 356 | 0.01% | 0.01% | 267 | -1,751 | -20.12% | Q1 2026 | Apr 27, 2026 |
| Capital Square, LLC | History | Reduced | 6,897 | 355 | 0.16% | 0.48% | 268 | -11,210 | -61.91% | Q1 2026 | May 11, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Added to | 6,869 | 351 | 0.13% | 0.1% | 269 | +1,423 | 26.13% | Q1 2026 | May 13, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 6,726 | 344 | 0.02% | 0.03% | 270 | +164 | 2.5% | Q1 2026 | Apr 17, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 6,710 | 343 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Joule Financial, LLC | History | New | 6,663 | 341 | 0.1% | — | 272 | +6,663 | New | Q1 2026 | Apr 14, 2026 |
| Avantax Planning Partners, Inc. | History | Added to | 6,579 | 337 | 0.01% | 0.01% | 273 | +1,118 | 20.47% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,557 | 335 | 0.0% | 0.0% | 274 | -19,793 | -75.12% | Q1 2026 | Apr 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 6,451 | 330 | 0.03% | 0.03% | 275 | -59 | -0.91% | Q1 2026 | Apr 28, 2026 |
| Meadow Creek Wealth Advisors LLC | History | Reduced | 6,461 | 330 | 0.21% | 0.21% | 276 | -20 | -0.31% | Q1 2026 | Apr 30, 2026 |
| Merited Wealth, LLC | History | Added to | 6,435 | 329 | 0.27% | 0.24% | 277 | +1,435 | 28.7% | Q1 2026 | Apr 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 6,323 | 323 | 0.01% | 0.01% | 278 | +490 | 8.4% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 6,276 | 321 | 0.01% | 0.01% | 279 | -2,431 | -27.92% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,100 | 314 | 0.01% | 0.01% | 280 | +137 | 2.3% | Q1 2026 | May 04, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,056 | 310 | 0.0% | — | 281 | +6,056 | New | Q1 2026 | May 12, 2026 |
| IPG Investment Advisors LLC | History | Reduced | 6,027 | 308 | 0.05% | 0.05% | 282 | -19 | -0.31% | Q1 2026 | May 12, 2026 |
| ARWA LLC | History | Reduced | 5,990 | 307 | 0.15% | 0.33% | 283 | -4,978 | -45.39% | Q1 2026 | Apr 13, 2026 |
| COMMERCE BANK | History | New | 5,900 | 302 | 0.0% | — | 285 | +5,900 | New | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Added to | 5,904 | 302 | 0.0% | 0.0% | 284 | +565 | 10.58% | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 5,837 | 299 | 0.01% | 1.28% | 286 | -1,008,862 | -99.42% | Q1 2026 | May 11, 2026 |
| True North Advisors, LLC | History | Added to | 5,613 | 287 | 0.03% | 0.04% | 287 | +42 | 0.75% | Q1 2026 | May 07, 2026 |
| Synergy Investment Management, LLC | History | Added to | 5,563 | 285 | 0.09% | 0.1% | 288 | +227 | 4.25% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 5,512 | 282 | 0.01% | 0.01% | 289 | +868 | 18.69% | Q1 2026 | Apr 24, 2026 |
| NOESIS CAPITAL MANGEMENT CORP | History | No change | 5,419 | 277 | 0.04% | 0.04% | 290 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Southland Equity Partners LLC | History | No change | 5,368 | 275 | 0.05% | 0.05% | 291 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TD Capital Management LLC | History | No change | 5,350 | 274 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sterling Investment Counsel, LLC | History | New | 5,133 | 262 | 0.07% | — | 294 | +5,133 | New | Q1 2026 | Apr 16, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,116 | 262 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Facet Wealth, Inc. | History | New | 5,079 | 260 | 0.0% | — | 297 | +5,079 | New | Q1 2026 | May 07, 2026 |
| Stewardship Advisors, LLC | History | Added to | 5,092 | 260 | 0.06% | 0.06% | 295 | +360 | 7.61% | Q1 2026 | Apr 17, 2026 |
| Azimuth Capital Investment Management LLC | History | Reduced | 5,088 | 260 | 0.01% | 0.01% | 296 | -70 | -1.36% | Q1 2026 | May 12, 2026 |
| NIXON PEABODY TRUST CO | History | New | 5,046 | 258 | 0.02% | — | 298 | +5,046 | New | Q1 2026 | Apr 27, 2026 |
| Ledyard National Bank | History | No change | 5,022 | 257 | 0.02% | 0.02% | 299 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cambridge Financial Group, LLC | History | Reduced | 4,999 | 256 | 0.09% | 0.14% | 301 | -2,852 | -36.33% | Q1 2026 | Apr 08, 2026 |