iSHARES TRUST - USMV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 15,351,246 | 1,423,674 | 0.07% | 0.06% | 1 | +3,140,299 | 25.72% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 14,250,677 | 1,321,607 | 0.41% | 0.4% | 2 | +477,559 | 3.47% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 12,775,026 | 1,184,755 | 0.09% | 0.09% | 3 | -248,432 | -1.91% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 12,748,910 | 1,182,334 | 0.07% | 0.09% | 4 | -2,487,931 | -16.33% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 6,281,097 | 582,508 | 0.15% | 0.16% | 5 | -7,568 | -0.12% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,482,760 | 415,731 | 0.24% | 0.24% | 6 | -186,245 | -3.99% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,370,460 | 406,919 | 0.83% | 0.89% | 7 | -2,607,282 | -37.37% | Q1 2026 | Apr 08, 2026 |
| Millburn Ridgefield LLC /DE/ | History | Added to | 4,242,597 | 393,458 | 8.46% | 8.42% | 8 | +489,637 | 13.05% | Q1 2026 | Apr 22, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 4,242,597 | 393,458 | 7.33% | 7.26% | 9 | +489,637 | 13.05% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,985,108 | 369,578 | 0.1% | 0.1% | 10 | +504,119 | 14.48% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,543,301 | 328,605 | 0.06% | 0.06% | 11 | +33,675 | 0.96% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 3,227,908 | 299,356 | 0.04% | 0.05% | 12 | -190,318 | -5.57% | Q1 2026 | May 05, 2026 |
| BlackRock, Inc. | History | Reduced | 3,219,933 | 298,616 | 0.01% | 0.01% | 13 | -941,852 | -22.63% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,443,495 | 226,644 | 0.05% | 0.06% | 14 | -364,649 | -12.99% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 2,162,456 | 200,546 | 0.21% | 0.22% | 15 | +39,289 | 1.85% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,906,795 | 176,836 | 0.25% | 0.25% | 16 | -88,683 | -4.44% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,865,981 | 171,091 | 0.01% | 0.02% | 17 | -1,676,782 | -47.33% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,560,042 | 144,676 | 0.13% | 0.14% | 18 | +28,733 | 1.88% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,558,899 | 144,574 | 0.03% | 0.03% | 19 | -104,738 | -6.3% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,521,231 | 141,078 | 0.09% | 0.1% | 20 | -154,008 | -9.19% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 1,356,170 | 125,771 | 0.66% | 0.16% | 21 | +1,117,752 | 468.82% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,343,205 | 124,568 | 0.25% | 0.3% | 22 | -211,159 | -13.58% | Q1 2026 | May 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 1,336,870 | 123,981 | 0.32% | 0.35% | 23 | -81,638 | -5.76% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Added to | 1,326,083 | 122,982 | 0.17% | 0.17% | 24 | +103,388 | 8.46% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 1,303,499 | 120,886 | 1.35% | 1.42% | 25 | +111,805 | 9.38% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 1,276,721 | 118,403 | 0.96% | 0.95% | 26 | +42,620 | 3.45% | Q1 2026 | May 01, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 1,250,600 | 115,980 | 0.09% | 0.33% | 27 | -1,242,000 | -49.83% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 1,188,453 | 110,217 | 0.12% | 0.13% | 28 | -37,166 | -3.03% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,143,557 | 106,053 | 2.46% | 1.32% | 29 | +569,762 | 99.3% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,159,498 | 105,659 | 0.05% | 0.06% | 30 | +150,723 | 14.94% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,077,889 | 99,963 | 0.15% | 0.18% | 31 | -189,724 | -14.97% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 1,075,243 | 99,718 | 0.12% | 0.12% | 32 | +19,967 | 1.89% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | Added to | 893,614 | 82,873 | 0.95% | 0.92% | 33 | +39,266 | 4.6% | Q1 2026 | Apr 16, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 853,808 | 79,182 | 0.09% | 0.09% | 34 | +1,690 | 0.2% | Q1 2026 | May 08, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 837,287 | 77,649 | 3.07% | 3.11% | 35 | -33,000 | -3.79% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 818,745 | 75,952 | 0.11% | 0.13% | 36 | -155,992 | -16.0% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 800,500 | 74,238 | 1.29% | — | 37 | +800,500 | New | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 733,419 | 68,017 | 0.18% | 0.2% | 38 | -62,311 | -7.83% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 715,391 | 66,341 | 0.12% | 0.13% | 39 | -20,555 | -2.79% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 707,715 | 65,633 | 0.08% | 0.08% | 40 | -20,988 | -2.88% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 701,950 | 65,099 | 0.07% | 0.07% | 41 | +30,751 | 4.58% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Reduced | 698,393 | 64,768 | 0.37% | 0.39% | 42 | -14,301 | -2.01% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 656,306 | 60,866 | 0.06% | 0.06% | 43 | +872 | 0.13% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 634,361 | 58,830 | 0.3% | 0.34% | 44 | -31,947 | -4.79% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 617,480 | 57,265 | 0.14% | 0.15% | 45 | -53,960 | -8.04% | Q1 2026 | Apr 22, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 532,541 | 49,387 | 0.01% | 0.01% | 46 | -4,427 | -0.82% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Reduced | 492,726 | 45,695 | 0.21% | 0.22% | 47 | -10,529 | -2.09% | Q1 2026 | Apr 24, 2026 |
| Facet Wealth, Inc. | History | Added to | 465,985 | 43,215 | 0.75% | 0.78% | 48 | +3,443 | 0.74% | Q1 2026 | May 07, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 441,070 | 40,904 | 0.07% | — | 49 | +441,070 | New | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 425,429 | 40,058 | 0.19% | 0.19% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 426,378 | 39,542 | 0.32% | 0.32% | 51 | +143,895 | 50.94% | Q1 2026 | May 15, 2026 |
| High Probability Advisors, LLC | History | Added to | 393,657 | 36,507 | 4.67% | 4.8% | 52 | +11,167 | 2.92% | Q1 2026 | Apr 10, 2026 |
| BARCLAYS PLC | History | Reduced | 391,430 | 36,301 | 0.01% | 0.01% | 53 | -138,229 | -26.1% | Q1 2026 | May 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | Reduced | 366,628 | 34,001 | 2.87% | 3.2% | 54 | -10,866 | -2.88% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 365,834 | 33,927 | 0.09% | 0.12% | 55 | -142,437 | -28.02% | Q1 2026 | May 04, 2026 |
| Klingman & Associates, LLC | History | Reduced | 361,598 | 33,534 | 1.61% | 1.65% | 56 | -1,490 | -0.41% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 342,687 | 31,780 | 0.04% | 0.04% | 57 | +5,511 | 1.63% | Q1 2026 | Apr 27, 2026 |
| Symmetry Partners, LLC | History | Added to | 332,924 | 30,875 | 1.76% | 1.71% | 58 | +25,246 | 8.21% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 329,668 | 30,573 | 0.12% | 0.11% | 59 | +49,300 | 17.58% | Q1 2026 | Apr 30, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 328,555 | 30,464 | 1.59% | 1.53% | 60 | +20,456 | 6.64% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 327,516 | 30,373 | 0.02% | 0.02% | 61 | +77,206 | 30.84% | Q1 2026 | May 12, 2026 |
| Lineweaver Wealth Advisors, LLC | History | Added to | 317,175 | 29,414 | 3.97% | 3.98% | 62 | +5,192 | 1.66% | Q1 2026 | Apr 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 301,846 | 28,421 | 0.01% | 0.01% | 63 | -16,205 | -5.1% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 301,021 | 27,916 | 0.1% | 0.11% | 64 | -21,039 | -6.53% | Q1 2026 | Apr 24, 2026 |
| GDS Wealth Management | History | Added to | 278,149 | 25,795 | 1.55% | 1.56% | 65 | +13,490 | 5.1% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 266,927 | 24,755 | 0.19% | 0.25% | 66 | -42,740 | -13.8% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 256,054 | 23,746 | 1.19% | 1.24% | 67 | +2,292 | 0.9% | Q1 2026 | Apr 23, 2026 |
| Lido Advisors, LLC | History | Reduced | 249,200 | 23,110 | 0.07% | 0.08% | 68 | -25,147 | -9.17% | Q1 2026 | May 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 243,173 | 22,551 | 0.41% | 0.45% | 69 | -18,503 | -7.07% | Q1 2026 | May 07, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 241,999 | 22,442 | 0.25% | 0.01% | 70 | +236,270 | 4124.11% | Q1 2026 | May 13, 2026 |
| Vestcor Inc | History | Reduced | 239,551 | 22,216 | 0.61% | 1.13% | 71 | -181,197 | -43.07% | Q1 2026 | May 12, 2026 |
| Cassia Capital Partners, LLC | History | Added to | 239,019 | 22,166 | 11.4% | 11.59% | 72 | +11,526 | 5.07% | Q1 2026 | Apr 24, 2026 |
| Meridian Wealth Advisors, LLC | History | Added to | 236,775 | 21,958 | 2.9% | 2.58% | 73 | +39,141 | 19.8% | Q1 2026 | May 11, 2026 |
| Adaptive Financial Consulting, LLC | History | Added to | 235,579 | 21,847 | 8.37% | 8.16% | 74 | +12,740 | 5.72% | Q1 2026 | May 05, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 234,954 | 21,789 | 0.3% | 0.3% | 75 | -1,577 | -0.67% | Q1 2026 | May 01, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 233,687 | 21,672 | 2.46% | 2.57% | 76 | -8,370 | -3.46% | Q1 2026 | Apr 16, 2026 |
| Pacific Center for Financial Services | History | Reduced | 231,033 | 21,425 | 5.43% | 5.78% | 77 | -7,312 | -3.07% | Q1 2026 | May 12, 2026 |
| Well Done, LLC | History | Reduced | 228,169 | 21,160 | 3.11% | 3.44% | 78 | -16,080 | -6.58% | Q1 2026 | Apr 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 226,716 | 21,025 | 0.21% | 0.22% | 79 | -7,882 | -3.36% | Q1 2026 | May 08, 2026 |
| Penserra Capital Management LLC | History | New | 225,590 | 20,921 | 0.25% | — | 80 | +225,590 | New | Q1 2026 | May 11, 2026 |
| Journey Advisory Group, LLC | History | Reduced | 218,582 | 20,271 | 1.73% | 1.76% | 81 | -3,553 | -1.6% | Q1 2026 | May 05, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 217,943 | 20,212 | 5.17% | 5.43% | 82 | -2,771 | -1.26% | Q1 2026 | May 01, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 216,124 | 20,043 | 2.91% | 3.05% | 83 | -8,408 | -3.74% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 215,810 | 20,014 | 0.11% | 0.12% | 84 | -10,653 | -4.7% | Q1 2026 | May 05, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 212,459 | 19,703 | 0.17% | 0.83% | 85 | -681,132 | -76.22% | Q1 2026 | May 14, 2026 |
| ANDERSON HOAGLAND & CO | History | Added to | 210,228 | 19,496 | 1.68% | 1.47% | 86 | +28,637 | 15.77% | Q1 2026 | Apr 07, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 205,766 | 19,490 | 0.04% | 0.03% | 87 | +102,883 | 100.0% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Reduced | 206,453 | 19,146 | 0.24% | 0.26% | 88 | -10,526 | -4.85% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 200,801 | 18,622 | 0.01% | 0.01% | 89 | -32,883 | -14.07% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Reduced | 203,693 | 18,598 | 0.09% | 0.1% | 90 | -8,002 | -3.78% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 200,055 | 18,553 | 0.03% | 0.03% | 91 | -2,505 | -1.24% | Q1 2026 | May 14, 2026 |
| Wealth Advisors of Iowa, LLC | History | Added to | 197,331 | 18,300 | 5.66% | 6.08% | 92 | +695 | 0.35% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 191,799 | 18,059 | 0.12% | 0.13% | 93 | -10,300 | -5.1% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 191,280 | 17,729 | 0.11% | 0.11% | 94 | -2,605 | -1.34% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 186,307 | 17,542 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 187,090 | 17,350 | 0.2% | 0.26% | 96 | -54,386 | -22.52% | Q1 2026 | Apr 28, 2026 |
| Summit Wealth Partners, LLC | History | Reduced | 182,452 | 16,920 | 2.68% | 3.28% | 97 | -6,242 | -3.31% | Q1 2026 | Apr 17, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 181,946 | 16,873 | 0.2% | 0.25% | 98 | -32,849 | -15.29% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | Added to | 181,404 | 16,823 | 0.18% | 0.01% | 99 | +176,130 | 3339.59% | Q1 2026 | May 12, 2026 |
| Darrow Company, Inc. | History | Added to | 179,532 | 16,649 | 7.49% | 7.4% | 100 | +4,726 | 2.7% | Q1 2026 | Apr 20, 2026 |
| BARRETT & COMPANY, INC. | History | Added to | 177,987 | 16,506 | 5.68% | 5.5% | 101 | +2,939 | 1.68% | Q1 2026 | May 04, 2026 |
| Asset Advisors Investment Management, LLC | History | Added to | 174,387 | 16,172 | 1.54% | 1.49% | 102 | +2,368 | 1.38% | Q1 2026 | Apr 16, 2026 |
| Merit Financial Group, LLC | History | Added to | 173,406 | 16,081 | 0.12% | 0.11% | 103 | +33,758 | 24.17% | Q1 2026 | Apr 15, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 172,101 | 15,960 | 4.69% | 5.15% | 104 | -1,002 | -0.58% | Q1 2026 | Apr 30, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | Reduced | 169,816 | 15,748 | 2.73% | 3.0% | 105 | -6,683 | -3.79% | Q1 2026 | Apr 08, 2026 |
| Trinity Wealth Management, LLC | History | Reduced | 167,481 | 15,532 | 5.7% | 5.83% | 106 | -522 | -0.31% | Q1 2026 | Apr 17, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 166,058 | 15,400 | 2.52% | 2.6% | 107 | +1,880 | 1.15% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 164,703 | 15,274 | 0.03% | 0.0% | 108 | +156,034 | 1799.91% | Q1 2026 | May 01, 2026 |
| Leelyn Smith, LLC | History | Added to | 164,336 | 15,240 | 2.14% | 2.14% | 109 | +7,231 | 4.6% | Q1 2026 | Apr 27, 2026 |
| Sovereign Investment Advisors, LLC | History | Added to | 160,630 | 14,896 | 3.16% | 3.63% | 110 | +6,698 | 4.35% | Q1 2026 | May 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 159,813 | 14,821 | 1.2% | — | 111 | +159,813 | New | Q1 2026 | Apr 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 157,477 | 14,604 | 1.43% | 1.91% | 112 | -53,864 | -25.49% | Q1 2026 | Apr 30, 2026 |
| Modern Wealth Management, LLC | History | Added to | 156,959 | 14,545 | 0.25% | 0.27% | 113 | +856 | 0.55% | Q1 2026 | May 14, 2026 |
| Sigma Planning Corp | History | Added to | 156,526 | 14,516 | 0.4% | 0.39% | 114 | +6,073 | 4.04% | Q1 2026 | May 04, 2026 |
| Syntegra Private Wealth Group, LLC | History | Reduced | 155,157 | 14,389 | 1.37% | 1.61% | 115 | -31,222 | -16.75% | Q1 2026 | Apr 27, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Reduced | 150,485 | 14,124 | 0.8% | 1.01% | 116 | -31,283 | -17.21% | Q1 2026 | Apr 17, 2026 |
| Beacon Bank & Trust | History | Added to | 151,232 | 14,025 | 2.88% | 2.81% | 117 | +4,325 | 2.94% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 151,073 | 14,010 | 0.08% | 0.08% | 118 | -5,357 | -3.42% | Q1 2026 | Apr 30, 2026 |
| Koenig Investment Advisory, LLC | History | Added to | 149,232 | 13,839 | 11.75% | 11.63% | 119 | +1,077 | 0.73% | Q1 2026 | Apr 16, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 145,638 | 13,506 | 2.92% | — | 120 | +145,638 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 140,619 | 13,041 | 0.34% | 0.08% | 121 | +104,213 | 286.25% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 140,507 | 13,030 | 0.27% | 0.3% | 122 | -1,741 | -1.22% | Q1 2026 | Apr 13, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 140,014 | 12,984 | 0.08% | 0.08% | 123 | +599 | 0.43% | Q1 2026 | May 05, 2026 |
| KilterHowling LLC | History | Added to | 139,419 | 12,929 | 6.52% | 6.55% | 124 | +2,214 | 1.61% | Q1 2026 | May 12, 2026 |
| IRONWOOD WEALTH MANAGEMENT, INC. | History | Added to | 136,874 | 12,846 | 5.76% | 5.79% | 125 | +478 | 0.35% | Q1 2026 | Apr 13, 2026 |
| Carrera Capital Advisors | History | Reduced | 138,278 | 12,823 | 1.98% | 2.6% | 126 | -25,952 | -15.8% | Q1 2026 | May 04, 2026 |
| KWMG, LLC | History | Added to | 137,176 | 12,721 | 1.06% | 1.08% | 127 | +4,679 | 3.53% | Q1 2026 | Apr 09, 2026 |
| BEACON ADVISORS HOLDINGS, LLC | History | Added to | 134,186 | 12,444 | 6.66% | 6.53% | 128 | +2,395 | 1.82% | Q1 2026 | Apr 27, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 133,131 | 12,346 | 0.84% | 0.76% | 129 | +3,650 | 2.82% | Q1 2026 | May 21, 2026 |
| BlueStem Wealth Partners, LLC | History | New | 132,339 | 12,273 | 1.36% | — | 130 | +132,339 | New | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | Reduced | 131,500 | 12,195 | 1.1% | 1.13% | 131 | -4,154 | -3.06% | Q1 2026 | May 11, 2026 |
| CAPITAL FINANCIAL GROUP INC\CO\ /ADV | History | Added to | 131,293 | 12,176 | 6.69% | 6.84% | 132 | +987 | 0.76% | Q1 2026 | Apr 27, 2026 |
| White Pine Investment CO | History | Reduced | 129,715 | 12,030 | 2.8% | 2.9% | 133 | -1,159 | -0.89% | Q1 2026 | Apr 20, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 128,484 | 11,915 | 0.66% | 0.65% | 134 | +4,865 | 3.94% | Q1 2026 | Apr 30, 2026 |
| Fortune Financial Advisors, LLC | History | Added to | 127,079 | 11,785 | 6.01% | 7.96% | 135 | +1,680 | 1.34% | Q1 2026 | Apr 30, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 127,008 | 11,778 | 0.27% | 0.33% | 136 | -16,168 | -11.29% | Q1 2026 | May 15, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | Added to | 125,821 | 11,668 | 4.06% | 4.17% | 137 | +35 | 0.03% | Q1 2026 | Apr 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 123,606 | 11,463 | 0.0% | 0.0% | 138 | -42,588 | -25.63% | Q1 2026 | May 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 122,252 | 11,337 | 0.58% | 0.6% | 139 | +326 | 0.27% | Q1 2026 | Apr 15, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Reduced | 116,705 | 10,823 | 4.24% | 4.16% | 140 | -514 | -0.44% | Q1 2026 | Apr 22, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 113,676 | 10,671 | 0.19% | 0.07% | 141 | +97,037 | 583.19% | Q1 2026 | May 01, 2026 |
| Capital Planning LLC | History | Reduced | 114,795 | 10,646 | 3.46% | 3.05% | 142 | -1,617 | -1.39% | Q1 2026 | Apr 29, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Reduced | 114,115 | 10,583 | 0.34% | 0.39% | 143 | -5,679 | -4.74% | Q1 2026 | May 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 113,956 | 10,568 | 0.0% | 0.01% | 144 | -5,312 | -4.45% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 109,218 | 10,360 | 0.15% | 0.22% | 145 | -9,604 | -8.08% | Q1 2026 | Apr 20, 2026 |
| JMAC ENTERPRISES LLC | History | Added to | 111,216 | 10,314 | 1.98% | 1.96% | 146 | +2,532 | 2.33% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | Reduced | 110,591 | 10,256 | 0.22% | 0.22% | 147 | -2,143 | -1.9% | Q1 2026 | May 15, 2026 |
| Legacy Advisory Services, LLC | History | Reduced | 110,547 | 10,252 | 7.83% | 9.2% | 148 | -19,473 | -14.98% | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 110,483 | 10,246 | 0.22% | 0.23% | 149 | -633 | -0.57% | Q1 2026 | May 14, 2026 |
| SG Trading Solutions, LLC | History | No change | 108,078 | 10,177 | 2.36% | 2.36% | 150 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Garrett Wealth Advisory Group, LLC | History | Reduced | 109,318 | 10,138 | 1.8% | 1.99% | 151 | -2,775 | -2.48% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 108,895 | 10,098 | 0.2% | 0.2% | 152 | +4,989 | 4.8% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 107,296 | 9,950 | 0.39% | 0.52% | 153 | +57,228 | 114.3% | Q1 2026 | May 15, 2026 |
| Brickley Wealth Management | History | Added to | 106,608 | 9,886 | 1.7% | 1.69% | 154 | +109 | 0.1% | Q1 2026 | May 04, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 106,583 | 9,884 | 0.04% | 0.04% | 155 | -3,401 | -3.09% | Q1 2026 | May 15, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 105,812 | 9,812 | 0.76% | 0.82% | 156 | -3,817 | -3.48% | Q1 2026 | May 07, 2026 |
| Bay Rivers Group | History | Added to | 105,608 | 9,794 | 4.08% | 3.93% | 157 | +2,492 | 2.42% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 104,387 | 9,678 | 0.02% | 0.01% | 158 | +38,140 | 57.57% | Q1 2026 | May 01, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | New | 104,200 | 9,663 | 0.35% | — | 159 | +104,200 | New | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | New | 104,200 | 9,663 | 0.01% | — | 160 | +104,200 | New | Q1 2026 | May 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 103,911 | 9,636 | 0.54% | 0.48% | 161 | +13,007 | 14.31% | Q1 2026 | Apr 23, 2026 |
| Flagship Private Wealth, LLC | History | Added to | 103,595 | 9,607 | 3.9% | 3.77% | 162 | +1,808 | 1.78% | Q1 2026 | Apr 24, 2026 |
| Sowell Financial Services LLC | History | Reduced | 103,559 | 9,604 | 0.36% | 0.37% | 163 | -2,240 | -2.12% | Q1 2026 | Apr 20, 2026 |
| Bellwether Advisors, LLC | History | Reduced | 103,565 | 9,604 | 1.63% | 1.57% | 164 | -601 | -0.58% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 103,483 | 9,596 | 0.14% | 0.13% | 165 | +15,241 | 17.27% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 103,366 | 9,586 | 0.32% | 0.2% | 166 | +753 | 0.73% | Q1 2026 | Apr 23, 2026 |
| Winthrop Capital Management, LLC | History | Reduced | 101,805 | 9,441 | 2.42% | 2.47% | 167 | -10,679 | -9.49% | Q1 2026 | Apr 28, 2026 |
| Portfolio Design Labs, LLC | History | Reduced | 101,202 | 9,385 | 1.67% | 1.75% | 168 | -11,734 | -10.39% | Q1 2026 | May 11, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 100,402 | 9,311 | 0.25% | 0.24% | 169 | +593 | 0.59% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 100,376 | 9,308 | 0.05% | 0.09% | 170 | -171,543 | -63.09% | Q1 2026 | Apr 29, 2026 |
| ALPHA CAPITAL ADVISORS INC /ADV | History | No change | 98,039 | 9,243 | 8.58% | 8.58% | 171 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Van Hulzen Asset Management, LLC | History | Added to | 99,010 | 9,182 | 0.68% | 0.68% | 172 | +852 | 0.87% | Q1 2026 | May 14, 2026 |
| MA Private Wealth | History | Reduced | 98,668 | 9,150 | 1.55% | 1.55% | 173 | -172 | -0.17% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 97,794 | 9,069 | 0.02% | 0.02% | 174 | +15,439 | 18.75% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Reduced | 97,384 | 9,031 | 1.04% | 1.19% | 175 | -4,191 | -4.13% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Reduced | 96,445 | 8,944 | 0.31% | 0.34% | 176 | -9,075 | -8.6% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 93,487 | 8,669 | 0.01% | 0.0% | 177 | +84,729 | 967.45% | Q1 2026 | May 13, 2026 |
| Financial Enhancement Group LLC | History | Reduced | 91,076 | 8,639 | 1.07% | 2.5% | 178 | -112,561 | -55.28% | Q1 2026 | Apr 20, 2026 |
| Calamos Advisors LLC | History | New | 92,811 | 8,607 | 0.03% | — | 180 | +92,811 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Reduced | 92,811 | 8,607 | 0.3% | 0.31% | 179 | -2,380 | -2.5% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 92,197 | 8,550 | 0.0% | 0.0% | 181 | +31,408 | 51.67% | Q1 2026 | May 13, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 92,037 | 8,535 | 2.15% | 2.14% | 182 | +2,765 | 3.1% | Q1 2026 | Apr 09, 2026 |
| Savant Capital, LLC | History | Reduced | 91,655 | 8,500 | 0.04% | 0.05% | 183 | -5,446 | -5.61% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 90,604 | 8,402 | 0.04% | 0.04% | 184 | +15,277 | 20.28% | Q1 2026 | May 14, 2026 |
| Custos Family Office, LLC | History | No change | 87,678 | 8,255 | 5.63% | 5.63% | 185 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WIN ADVISORS, INC | History | New | 87,613 | 8,125 | 3.72% | — | 186 | +87,613 | New | Q1 2026 | May 01, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 87,429 | 8,108 | 0.09% | 0.1% | 187 | -6,226 | -6.65% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 87,132 | 8,080 | 0.01% | 0.01% | 188 | -13,274 | -13.22% | Q1 2026 | May 14, 2026 |
| Torrey-Payne Wealth Management, LLC | History | Added to | 87,062 | 8,074 | 7.41% | 7.34% | 189 | +1,343 | 1.57% | Q1 2026 | May 05, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 87,001 | 8,068 | 2.29% | 2.3% | 190 | -3,770 | -4.15% | Q1 2026 | Apr 16, 2026 |
| M&T BANK CORP | History | Reduced | 86,002 | 7,975 | 0.03% | 0.03% | 191 | -10,453 | -10.84% | Q1 2026 | May 12, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 84,546 | 7,840 | 0.24% | 0.26% | 192 | -5,655 | -6.27% | Q1 2026 | Apr 24, 2026 |
| ASPIRIANT, LLC | History | Reduced | 83,101 | 7,706 | 0.22% | 0.23% | 193 | -105 | -0.13% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 82,983 | 7,695 | 0.06% | 0.05% | 194 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Able Wealth Management LLC | History | Added to | 81,559 | 7,563 | 2.02% | 2.23% | 195 | +6,696 | 8.94% | Q1 2026 | Apr 24, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 81,273 | 7,537 | 0.28% | 0.28% | 196 | +3,302 | 4.23% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 81,233 | 7,533 | 0.18% | 0.21% | 197 | -10,752 | -11.69% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 80,348 | 7,451 | 0.07% | 0.1% | 198 | -3,371 | -4.03% | Q1 2026 | May 06, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 79,801 | 7,400 | 0.35% | 0.39% | 199 | -5,476 | -6.42% | Q1 2026 | Apr 28, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 79,569 | 7,379 | 0.02% | 0.02% | 200 | -1,770 | -2.18% | Q1 2026 | May 08, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 78,980 | 7,324 | 0.84% | 0.82% | 201 | -104 | -0.13% | Q1 2026 | Apr 14, 2026 |
| SHEPHERD KAPLAN KROCHUK, LLC | History | Reduced | 77,426 | 7,180 | 6.04% | 6.15% | 202 | -1,653 | -2.09% | Q1 2026 | May 15, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 76,590 | 7,102 | 1.47% | 0.49% | 203 | +52,184 | 213.82% | Q1 2026 | Apr 30, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 76,155 | 7,062 | 0.4% | 0.41% | 204 | -103 | -0.14% | Q1 2026 | Apr 24, 2026 |
| Shore Point Advisors, LLC | History | Added to | 75,931 | 7,041 | 2.78% | 3.02% | 205 | +244 | 0.32% | Q1 2026 | Apr 08, 2026 |
| IBEX WEALTH ADVISORS | History | Reduced | 75,860 | 7,035 | 0.66% | 0.77% | 206 | -7,308 | -8.79% | Q1 2026 | Apr 30, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 74,589 | 7,023 | 0.45% | 0.45% | 207 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 75,320 | 6,985 | 0.18% | 1.84% | 208 | -657,384 | -89.72% | Q1 2026 | Apr 16, 2026 |
| Western Wealth Management, LLC | History | Added to | 75,105 | 6,965 | 0.25% | 0.32% | 209 | +854 | 1.15% | Q1 2026 | May 19, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 74,942 | 6,950 | 0.07% | 0.07% | 210 | -345 | -0.46% | Q1 2026 | Apr 13, 2026 |
| KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | History | Reduced | 74,725 | 6,929 | 2.35% | 2.46% | 211 | -686 | -0.91% | Q1 2026 | May 04, 2026 |
| Prospera Financial Services Inc | History | Added to | 74,429 | 6,903 | 0.11% | 0.11% | 212 | +133 | 0.18% | Q1 2026 | Apr 14, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 74,220 | 6,883 | 0.84% | 0.84% | 213 | +268 | 0.36% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 73,022 | 6,875 | 0.23% | 0.23% | 214 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BIRCHBROOK, INC. | History | Reduced | 72,320 | 6,706 | 3.29% | 3.48% | 215 | -1,867 | -2.52% | Q1 2026 | Apr 08, 2026 |
| Avant Capital LLC | History | Reduced | 72,021 | 6,679 | 4.7% | 4.81% | 216 | -2,463 | -3.31% | Q1 2026 | May 12, 2026 |
| Summit Financial, LLC | History | Added to | 71,860 | 6,664 | 0.08% | 0.09% | 217 | +6,082 | 9.25% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 71,548 | 6,635 | 0.12% | 0.13% | 218 | -3,259 | -4.36% | Q1 2026 | May 07, 2026 |
| Per Stirling Capital Management, LLC. | History | Added to | 71,319 | 6,614 | 0.73% | 0.75% | 219 | +286 | 0.4% | Q1 2026 | May 11, 2026 |
| Csenge Advisory Group | History | Added to | 70,094 | 6,500 | 0.3% | 0.29% | 220 | +1,009 | 1.46% | Q1 2026 | Apr 30, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 70,042 | 6,495 | 0.05% | 0.05% | 221 | -7,916 | -10.15% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 69,319 | 6,428 | 0.14% | 0.14% | 222 | +3,357 | 5.09% | Q1 2026 | May 15, 2026 |
| GUERRA PAN ADVISORS, LLC | History | Added to | 69,207 | 6,418 | 3.97% | 3.79% | 223 | +1,288 | 1.9% | Q1 2026 | May 12, 2026 |
| Allred Capital Management, LLC | History | Added to | 68,197 | 6,324 | 2.3% | 2.32% | 224 | +6 | 0.01% | Q1 2026 | May 13, 2026 |
| INTRUST BANK NA | History | Reduced | 68,114 | 6,316 | 0.51% | 1.58% | 225 | -134,214 | -66.33% | Q1 2026 | May 06, 2026 |
| Redwood Park Advisors LLC | History | Reduced | 67,364 | 6,247 | 4.16% | 4.32% | 226 | -89 | -0.13% | Q1 2026 | May 04, 2026 |
| Wharton Business Group, LLC | History | Added to | 67,116 | 6,224 | 0.24% | 0.24% | 227 | +481 | 0.72% | Q1 2026 | May 07, 2026 |
| Sound Portfolio Advisors, LLC | History | Reduced | 66,668 | 6,182 | 5.02% | 5.36% | 228 | -1,074 | -1.59% | Q1 2026 | May 04, 2026 |
| Running Point Capital Advisors, LLC | History | No change | 65,404 | 6,158 | 1.68% | 1.68% | 229 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investment Advisory Group, LLC | History | Reduced | 66,157 | 6,135 | 1.56% | 1.61% | 230 | -399 | -0.6% | Q1 2026 | Apr 22, 2026 |
| Mann Financial Group, Inc. | History | Reduced | 65,958 | 6,116 | 5.76% | 6.59% | 231 | -6,366 | -8.8% | Q1 2026 | Apr 24, 2026 |
| Choate Investment Advisors | History | Added to | 65,915 | 6,112 | 0.12% | 0.11% | 232 | +5,493 | 9.09% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 65,710 | 6,093 | 0.1% | 0.1% | 233 | -2,771 | -4.05% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 65,695 | 6,092 | 0.08% | 0.06% | 234 | +13,459 | 25.77% | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 64,016 | 5,936 | 0.0% | 0.0% | 235 | -7,456 | -10.43% | Q1 2026 | May 13, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | Reduced | 63,728 | 5,910 | 4.33% | 4.64% | 236 | -3,595 | -5.34% | Q1 2026 | May 08, 2026 |
| Independence Bank of Kentucky | History | Reduced | 63,517 | 5,890 | 0.75% | 0.76% | 237 | -1,326 | -2.04% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Added to | 63,172 | 5,858 | 0.08% | 0.05% | 238 | +21,852 | 52.88% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 63,078 | 5,849 | 0.07% | 0.07% | 239 | +785 | 1.26% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 61,143 | 5,757 | 0.1% | 0.1% | 240 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 61,808 | 5,732 | 0.04% | 0.05% | 241 | -2,735 | -4.24% | Q1 2026 | May 15, 2026 |
| Sequent Asset Management, LLC | History | No change | 59,865 | 5,637 | 2.5% | 2.5% | 242 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 10Elms LLP | History | Added to | 60,530 | 5,613 | 3.54% | 2.89% | 243 | +27,045 | 80.77% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 60,372 | 5,598 | 0.02% | 0.02% | 244 | +2,256 | 3.88% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 60,079 | 5,571 | 0.09% | 0.11% | 245 | +1,301 | 2.21% | Q1 2026 | May 18, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 59,940 | 5,558 | 0.1% | 0.11% | 246 | -3,677 | -5.78% | Q1 2026 | Apr 10, 2026 |
| Curtis Advisory Group, LLC | History | Added to | 59,223 | 5,492 | 1.18% | 0.76% | 247 | +20,577 | 53.24% | Q1 2026 | May 08, 2026 |
| CFM WEALTH PARTNERS LLC | History | Added to | 58,971 | 5,468 | 0.82% | 0.8% | 248 | +213 | 0.36% | Q1 2026 | Apr 21, 2026 |
| Modus Advisors, LLC | History | Reduced | 58,873 | 5,459 | 1.5% | 1.98% | 249 | -20,700 | -26.01% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 58,833 | 5,456 | 0.02% | 0.02% | 250 | +2,764 | 4.93% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Reduced | 58,592 | 5,433 | 0.12% | 0.1% | 251 | -1,846 | -3.05% | Q1 2026 | May 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 58,542 | 5,429 | 0.05% | 0.05% | 252 | -15,364 | -20.79% | Q1 2026 | May 13, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 58,398 | 5,415 | 1.25% | 1.24% | 253 | +433 | 0.75% | Q1 2026 | Apr 17, 2026 |
| ALLSTATE CORP | History | No change | 58,372 | 5,413 | 0.06% | 0.08% | 254 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | Reduced | 57,953 | 5,374 | 0.42% | 0.42% | 255 | -1,150 | -1.95% | Q1 2026 | May 12, 2026 |
| CAMDEN NATIONAL BANK | History | Added to | 57,778 | 5,358 | 0.72% | 0.73% | 256 | +1,184 | 2.09% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Reduced | 57,470 | 5,329 | 0.13% | 0.12% | 257 | -1,017 | -1.74% | Q1 2026 | May 15, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Reduced | 57,219 | 5,306 | 0.34% | 0.35% | 258 | -6 | -0.01% | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Reduced | 59,544 | 5,278 | 0.01% | 0.01% | 259 | -8,021 | -11.87% | Q1 2026 | May 15, 2026 |
| High Net Worth Advisory Group LLC | History | Reduced | 56,032 | 5,196 | 1.21% | 1.25% | 260 | -1,494 | -2.6% | Q1 2026 | Apr 17, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | Added to | 54,216 | 5,027 | 3.78% | 3.75% | 261 | +153 | 0.28% | Q1 2026 | Apr 23, 2026 |
| Apollon Financial, LLC | History | Reduced | 53,926 | 5,001 | 0.69% | 0.75% | 262 | -1,205 | -2.19% | Q1 2026 | Apr 22, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 53,176 | 4,931 | 0.01% | 0.04% | 263 | -326,222 | -85.98% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 53,118 | 4,926 | 0.16% | 0.04% | 264 | +40,694 | 327.54% | Q1 2026 | May 15, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 53,106 | 4,925 | 1.46% | 1.8% | 265 | -10,272 | -16.21% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 52,988 | 4,914 | 0.07% | 0.07% | 266 | +2,736 | 5.44% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 52,492 | 4,868 | 0.39% | 0.38% | 267 | +74 | 0.14% | Q1 2026 | Apr 09, 2026 |
| GTS SECURITIES LLC | History | Reduced | 51,300 | 4,757 | 0.17% | 0.17% | 268 | -3,100 | -5.7% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 50,158 | 4,722 | 0.09% | 0.09% | 269 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | Reduced | 50,838 | 4,714 | 0.52% | 0.53% | 270 | -1,359 | -2.6% | Q1 2026 | Apr 23, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 50,326 | 4,667 | 0.08% | 0.08% | 271 | +387 | 0.77% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Planning, LLC | History | Added to | 49,756 | 4,616 | 1.04% | 0.87% | 272 | +9,944 | 24.98% | Q1 2026 | May 11, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Reduced | 49,279 | 4,570 | 1.45% | 3.86% | 273 | -73,483 | -59.86% | Q1 2026 | Apr 21, 2026 |
| Milestone Investment Advisors LLC | History | Added to | 48,938 | 4,538 | 1.1% | 1.11% | 274 | +244 | 0.5% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | Added to | 48,202 | 4,470 | 0.07% | 0.05% | 275 | +11,990 | 33.11% | Q1 2026 | May 08, 2026 |
| Cordatus Wealth Management LLC | History | Reduced | 48,104 | 4,461 | 1.06% | 1.06% | 276 | -604 | -1.24% | Q1 2026 | Apr 29, 2026 |
| Itau Unibanco Holding S.A. | History | New | 47,930 | 4,445 | 0.1% | — | 277 | +47,930 | New | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | Added to | 47,873 | 4,439 | 0.73% | 0.7% | 278 | +1,047 | 2.24% | Q1 2026 | Apr 16, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Reduced | 46,783 | 4,338 | 1.63% | 1.81% | 279 | -1,615 | -3.34% | Q1 2026 | May 14, 2026 |
| McNaughton Wealth Management, LLC | History | Reduced | 46,762 | 4,336 | 1.79% | 1.91% | 280 | -2,623 | -5.31% | Q1 2026 | Apr 08, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 46,323 | 4,335 | 0.29% | 0.37% | 281 | -9,277 | -16.69% | Q1 2026 | May 12, 2026 |
| Haverford Trust Co | History | Reduced | 46,666 | 4,327 | 0.04% | 0.04% | 282 | -6,930 | -12.93% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 46,445 | 4,307 | 0.02% | 0.02% | 283 | +14,205 | 44.06% | Q1 2026 | May 13, 2026 |
| Fragasso Financial Advisors Inc | History | Reduced | 45,768 | 4,275 | 0.26% | 0.28% | 284 | -2,668 | -5.51% | Q1 2026 | Apr 07, 2026 |
| RHS Financial, LLC | History | Added to | 45,883 | 4,255 | 2.02% | 2.01% | 285 | +2,071 | 4.73% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 45,689 | 4,236 | 0.04% | 0.05% | 286 | +1,307 | 2.94% | Q1 2026 | May 13, 2026 |
| Round Rock Advisors LLC | History | Reduced | 45,539 | 4,223 | 0.65% | 0.65% | 287 | -399 | -0.87% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 45,011 | 4,174 | 0.0% | 0.0% | 288 | -26,989 | -37.48% | Q1 2026 | May 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 45,014 | 4,174 | 0.15% | 0.16% | 289 | -4,698 | -9.45% | Q1 2026 | Apr 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 45,000 | 4,173 | 0.0% | 0.02% | 290 | -35,000 | -43.75% | Q1 2026 | May 04, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | Added to | 44,726 | 4,147 | 3.05% | 2.78% | 291 | +4,488 | 11.15% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 44,710 | 4,146 | 0.12% | 0.13% | 292 | -1,399 | -3.03% | Q1 2026 | May 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 43,943 | 4,137 | 0.32% | 0.32% | 293 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 44,587 | 4,134 | 0.08% | 0.07% | 294 | +3,539 | 8.62% | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 44,448 | 4,122 | 0.05% | 0.05% | 295 | -278 | -0.62% | Q1 2026 | May 15, 2026 |
| Aureum Wealth Management, LLC | History | Added to | 44,436 | 4,120 | 2.87% | 2.83% | 296 | +12,046 | 37.19% | Q1 2026 | Apr 22, 2026 |
| Performance Wealth Partners, LLC | History | Added to | 44,298 | 4,108 | 0.12% | 0.09% | 297 | +8,437 | 23.53% | Q1 2026 | Apr 10, 2026 |
| CROBAN | History | Added to | 44,115 | 4,090 | 1.92% | 1.88% | 298 | +2,613 | 6.3% | Q1 2026 | May 12, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 43,967 | 4,077 | 0.1% | 0.11% | 299 | +450 | 1.03% | Q1 2026 | Apr 15, 2026 |
| COMMERCE BANK | History | Reduced | 43,851 | 4,066 | 0.02% | 0.02% | 300 | -1,977 | -4.31% | Q1 2026 | May 11, 2026 |