iSHARES TRUST - XJH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | Reduced | 577,021 | 26,179 | 0.0% | 0.0% | 1 | -35,922 | -5.86% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 471,717 | 21,401 | 0.01% | 0.01% | 2 | -99,496 | -17.42% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 399,338 | 18,117 | 0.0% | 0.0% | 3 | +1,859 | 0.47% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 351,077 | 15,928 | 0.02% | 0.02% | 4 | +13,882 | 4.12% | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | Reduced | 292,080 | 13,251 | 0.23% | 0.24% | 5 | -19,986 | -6.4% | Q1 2026 | Apr 07, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 243,921 | 11,066 | 0.16% | 0.16% | 6 | -8,155 | -3.24% | Q1 2026 | May 05, 2026 |
| BAILARD, INC. | History | Added to | 217,416 | 9,864 | 0.23% | 0.21% | 7 | +3,948 | 1.85% | Q1 2026 | May 11, 2026 |
| Composition Wealth, LLC | History | Added to | 165,268 | 7,498 | 0.1% | 0.1% | 8 | +9,856 | 6.34% | Q1 2026 | Apr 08, 2026 |
| Koss-Olinger Consulting, LLC | History | Added to | 135,892 | 6,165 | 0.52% | 0.47% | 9 | +822 | 0.61% | Q1 2026 | May 07, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 135,948 | 6,070 | 0.44% | 0.44% | 10 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 132,844 | 6,027 | 0.03% | — | 11 | +132,844 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 124,044 | 5,627 | 0.09% | 0.1% | 12 | +11,537 | 10.25% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 115,370 | 5,234 | 0.02% | — | 13 | +115,370 | New | Q1 2026 | Apr 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 95,824 | 4,347 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JNBA Financial Advisors | History | Reduced | 86,178 | 3,909 | 0.33% | 0.35% | 15 | -4,841 | -5.32% | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 73,577 | 3,338 | 0.08% | 0.08% | 16 | -1,593 | -2.12% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | Reduced | 67,903 | 3,080 | 0.04% | 0.05% | 17 | -18,767 | -21.65% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 62,396 | 2,830 | 0.05% | 0.04% | 18 | +1,418 | 2.33% | Q1 2026 | Apr 27, 2026 |
| Francis Financial, Inc. | History | Added to | 52,525 | 2,383 | 0.44% | 0.45% | 19 | +729 | 1.41% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 49,533 | 2,247 | 0.0% | 0.0% | 20 | +11,382 | 29.83% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 47,981 | 2,176 | 0.0% | 0.0% | 21 | +2,421 | 5.31% | Q1 2026 | May 13, 2026 |
| HILLTOP WEALTH ADVISORS, LLC | History | Reduced | 43,793 | 1,986 | 1.19% | 0.99% | 22 | -509 | -1.15% | Q1 2026 | Apr 15, 2026 |
| Sanchez Levi Garrett | History | New | 42,270 | 1,917 | 1.2% | — | 23 | +42,270 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 41,524 | 1,883 | 0.0% | 0.0% | 24 | +28,850 | 227.63% | Q1 2026 | May 12, 2026 |
| Opes Wealth Management LLC | History | Added to | 38,536 | 1,748 | 0.29% | 0.27% | 25 | +789 | 2.09% | Q1 2026 | Apr 28, 2026 |
| SEEDS INVESTOR LLC | History | New | 36,044 | 1,740 | 0.24% | — | 26 | +36,044 | New | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 37,559 | 1,704 | 0.0% | 0.0% | 27 | -4,256 | -10.18% | Q1 2026 | May 15, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 35,740 | 1,621 | 1.14% | 1.1% | 28 | +998 | 2.87% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 34,889 | 1,582 | 0.0% | 0.0% | 29 | +1,711 | 5.16% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 34,434 | 1,562 | 0.0% | 0.0% | 30 | +11,648 | 51.12% | Q1 2026 | May 15, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 34,060 | 1,545 | 0.27% | 0.25% | 31 | +2,250 | 7.07% | Q1 2026 | May 05, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 33,662 | 1,527 | 0.04% | 0.03% | 32 | +6,395 | 23.45% | Q1 2026 | Apr 28, 2026 |
| RTD Financial Advisors, Inc. | History | Added to | 32,090 | 1,455 | 0.18% | 0.17% | 33 | +326 | 1.03% | Q1 2026 | Apr 10, 2026 |
| Bank of New York Mellon Corp | History | New | 31,687 | 1,437 | 0.0% | — | 34 | +31,687 | New | Q1 2026 | May 05, 2026 |
| SAGE FINANCIAL GROUP INC | History | Added to | 31,562 | 1,431 | 0.09% | 0.09% | 35 | +590 | 1.9% | Q1 2026 | May 07, 2026 |
| Biltmore Family Office, LLC | History | No change | 31,248 | 1,417 | 0.2% | 0.19% | 36 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 30,660 | 1,391 | 0.0% | 0.0% | 37 | +2,275 | 8.01% | Q1 2026 | May 05, 2026 |
| Trilogy Capital Inc. | History | Added to | 28,728 | 1,303 | 0.06% | 0.05% | 38 | +2,327 | 8.81% | Q1 2026 | Apr 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 26,427 | 1,199 | 0.0% | 0.0% | 39 | +66 | 0.25% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Reduced | 25,971 | 1,178 | 0.0% | 0.0% | 40 | -763 | -2.85% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 25,983 | 1,160 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 25,483 | 1,156 | 0.01% | 0.01% | 42 | -409 | -1.58% | Q1 2026 | May 08, 2026 |
| Affiance Financial, LLC | History | Reduced | 24,763 | 1,123 | 0.18% | 0.22% | 43 | -6,275 | -20.22% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 24,703 | 1,120 | 0.01% | 0.01% | 44 | +515 | 2.13% | Q1 2026 | May 05, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 23,701 | 1,075 | 0.43% | 0.5% | 45 | -4,194 | -15.03% | Q1 2026 | Apr 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 23,416 | 1,062 | 0.01% | 0.01% | 46 | -1,450 | -5.83% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 21,891 | 993 | 0.0% | 0.0% | 47 | -587 | -2.61% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | New | 21,410 | 971 | 0.0% | — | 48 | +21,410 | New | Q1 2026 | May 12, 2026 |
| Eley Financial Management, Inc | History | Added to | 21,083 | 956 | 0.35% | 0.32% | 49 | +843 | 4.17% | Q1 2026 | May 19, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 21,025 | 953 | 0.03% | 0.02% | 50 | +495 | 2.41% | Q1 2026 | Apr 13, 2026 |
| MainStreet Investment Advisors LLC | History | Added to | 21,025 | 953 | 0.14% | 0.13% | 51 | +350 | 1.69% | Q1 2026 | May 11, 2026 |
| BIRCHBROOK, INC. | History | Added to | 20,761 | 941 | 0.46% | 0.44% | 52 | +1,186 | 6.06% | Q1 2026 | Apr 08, 2026 |
| WHITTIER TRUST CO | History | No change | 20,309 | 933 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 20,394 | 925 | 0.1% | 0.1% | 54 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 20,257 | 919 | 0.0% | 0.0% | 55 | +5,323 | 35.64% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 20,068 | 910 | 0.0% | 0.01% | 56 | -6,740 | -25.14% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,878 | 901 | 0.0% | 0.0% | 57 | -39 | -0.2% | Q1 2026 | Apr 27, 2026 |
| Values Added Financial LLC | History | Added to | 19,719 | 894 | 0.38% | 0.35% | 58 | +1,191 | 6.43% | Q1 2026 | Apr 20, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 19,130 | 867 | 0.01% | 0.01% | 59 | +192 | 1.01% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Added to | 19,020 | 862 | 0.01% | 0.01% | 60 | +3,475 | 22.35% | Q1 2026 | May 15, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 17,762 | 805 | 0.42% | 0.42% | 62 | -1,568 | -8.11% | Q1 2026 | May 06, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 17,754 | 805 | 0.02% | 0.02% | 61 | -430 | -2.36% | Q1 2026 | May 14, 2026 |
| Wealth Advisory Team LLC | History | No change | 17,087 | 762 | 0.67% | 0.67% | 63 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Focus Partners Wealth | History | Added to | 16,062 | 728 | 0.0% | 0.0% | 64 | +424 | 2.71% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 15,867 | 719 | 0.0% | 0.0% | 65 | -381 | -2.34% | Q1 2026 | May 14, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 15,826 | 718 | 0.47% | 0.44% | 66 | +356 | 2.3% | Q1 2026 | May 08, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 14,728 | 668 | 0.01% | 0.0% | 67 | +5,629 | 61.86% | Q1 2026 | May 15, 2026 |
| Beta Wealth Group, Inc. | History | Reduced | 13,744 | 623 | 0.26% | 0.25% | 68 | -353 | -2.5% | Q1 2026 | May 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 13,726 | 622 | 0.01% | 0.01% | 69 | +2,361 | 20.77% | Q1 2026 | Apr 28, 2026 |
| RVW Wealth, LLC | History | No change | 13,694 | 621 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Portland Global Advisors LLC | History | Reduced | 13,635 | 618 | 0.07% | 0.07% | 71 | -700 | -4.88% | Q1 2026 | May 11, 2026 |
| Stordahl Capital Management, Inc. | History | Added to | 13,152 | 596 | 0.12% | 0.11% | 72 | +1,044 | 8.62% | Q1 2026 | Apr 15, 2026 |
| Capital Analysts, LLC | History | Added to | 12,547 | 569 | 0.01% | 0.01% | 73 | +1,621 | 14.84% | Q1 2026 | May 14, 2026 |
| BLB&B Advisors, LLC | History | Added to | 12,455 | 565 | 0.02% | 0.02% | 74 | +533 | 4.47% | Q1 2026 | Apr 28, 2026 |
| Magnus Financial Group LLC | History | Reduced | 12,289 | 557 | 0.05% | 0.04% | 75 | -196 | -1.57% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,586 | 530 | 0.0% | 0.0% | 76 | -5,818 | -33.43% | Q1 2026 | Apr 08, 2026 |
| DAVENPORT & Co LLC | History | No change | 11,592 | 525 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 13,361 | 523 | 0.0% | — | 78 | +13,361 | New | Q1 2026 | May 12, 2026 |
| Optas, LLC | History | Added to | 11,350 | 514 | 0.08% | 0.05% | 79 | +4,664 | 69.76% | Q1 2026 | Apr 24, 2026 |
| Pathway Financial Advisors LLC | History | No change | 10,720 | 490 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Weil Company, Inc. | History | Added to | 10,515 | 477 | 0.11% | 0.1% | 81 | +356 | 3.5% | Q1 2026 | Apr 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 9,802 | 475 | 0.01% | 0.0% | 82 | +8,950 | 1050.47% | Q1 2026 | May 06, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Reduced | 10,298 | 467 | 0.03% | 0.05% | 83 | -9,097 | -46.9% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 9,754 | 442 | 0.0% | 0.0% | 84 | +7,944 | 438.9% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 8,905 | 436 | 0.01% | 0.01% | 85 | +241 | 2.78% | Q1 2026 | May 04, 2026 |
| Armbruster Capital Management, Inc. | History | Added to | 9,225 | 418 | 0.07% | 0.06% | 86 | +1,050 | 12.84% | Q1 2026 | Apr 21, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 9,200 | 417 | 0.06% | 0.05% | 87 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | New | 9,089 | 412 | 0.0% | — | 88 | +9,089 | New | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | New | 8,972 | 407 | 0.01% | — | 91 | +8,972 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 8,972 | 407 | 0.05% | — | 92 | +8,972 | New | Q1 2026 | Apr 28, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Added to | 8,972 | 407 | 0.18% | 0.16% | 90 | +1,200 | 15.44% | Q1 2026 | May 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 8,978 | 407 | 0.01% | 0.01% | 89 | +98 | 1.1% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,815 | 403 | 0.0% | 0.0% | 93 | +3,878 | 78.55% | Q1 2026 | Apr 07, 2026 |
| Westview Management dba Westview Investment Advisors | History | Added to | 8,837 | 400 | 0.21% | 0.15% | 94 | +1,821 | 25.95% | Q1 2026 | May 08, 2026 |
| McNamara Financial Services, Inc. | History | Added to | 8,605 | 390 | 0.07% | 0.04% | 95 | +3,856 | 81.2% | Q1 2026 | Apr 09, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 8,414 | 381 | 0.06% | 0.06% | 96 | +406 | 5.07% | Q1 2026 | Apr 23, 2026 |
| HighPoint Advisor Group LLC | History | New | 7,803 | 354 | 0.01% | — | 97 | +7,803 | New | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 7,703 | 349 | 0.02% | 0.02% | 98 | +16 | 0.21% | Q1 2026 | Apr 27, 2026 |
| Weinberger Asset Management, Inc | History | New | 7,653 | 347 | 0.13% | — | 99 | +7,653 | New | Q1 2026 | May 08, 2026 |
| Tribridge Partners Financial LLC | History | Added to | 7,575 | 346 | 0.14% | 0.1% | 100 | +2,446 | 47.69% | Q1 2026 | Apr 15, 2026 |
| MAI Capital Management | History | Reduced | 7,179 | 325 | 0.0% | 0.0% | 101 | -270 | -3.62% | Q1 2026 | May 15, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Added to | 6,997 | 317 | 0.02% | 0.02% | 102 | +29 | 0.42% | Q1 2026 | Apr 22, 2026 |
| Impact Investors, Inc | History | Added to | 6,874 | 311 | 0.22% | 0.21% | 104 | +138 | 2.05% | Q1 2026 | Apr 29, 2026 |
| Asset Dedication, LLC | History | No change | 6,971 | 311 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| CWM, LLC | History | No change | 6,637 | 301 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fortress Financial Solutions, LLC | History | Added to | 6,520 | 295 | 0.31% | 0.25% | 106 | +968 | 17.44% | Q1 2026 | May 04, 2026 |
| Joel Adams & Associates, Inc. | History | Reduced | 6,463 | 293 | 0.22% | 0.28% | 107 | -1,777 | -21.57% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,286 | 285 | 0.0% | 0.0% | 108 | -197 | -3.04% | Q1 2026 | May 04, 2026 |
| Charter Oak Capital Management, LLC | History | Added to | 6,179 | 280 | 0.02% | 0.02% | 109 | +138 | 2.28% | Q1 2026 | Apr 24, 2026 |
| CAPE ANN SAVINGS BANK | History | Added to | 6,109 | 277 | 0.14% | 0.14% | 110 | +185 | 3.12% | Q1 2026 | Apr 27, 2026 |
| Freedom Financial Partners LLC | History | Added to | 5,810 | 263 | 0.09% | 0.08% | 111 | +1,117 | 23.8% | Q1 2026 | Apr 16, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 5,796 | 262 | 0.03% | 0.03% | 112 | -23 | -0.4% | Q1 2026 | Apr 27, 2026 |
| Capital Advantage, Inc. | History | No change | 5,535 | 251 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 5,504 | 249 | 0.16% | 0.15% | 114 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 5,489 | 245 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | Added to | 5,388 | 244 | 0.16% | 0.16% | 116 | +74 | 1.39% | Q1 2026 | May 07, 2026 |
| TPG Financial Advisors, LLC | History | Added to | 5,353 | 242 | 0.08% | 0.08% | 117 | +256 | 5.02% | Q1 2026 | May 08, 2026 |
| Sound Stewardship, LLC | History | Reduced | 5,190 | 235 | 0.11% | 0.12% | 118 | -265 | -4.86% | Q1 2026 | Apr 10, 2026 |
| Financial Council, LLC | History | Added to | 5,168 | 234 | 0.09% | 0.09% | 119 | +2 | 0.04% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | New | 5,105 | 231 | 0.0% | — | 120 | +5,105 | New | Q1 2026 | May 01, 2026 |
| Ellenbecker Investment Group | History | New | 4,859 | 220 | 0.03% | — | 121 | +4,859 | New | Q1 2026 | Apr 23, 2026 |
| GGM Financial LLC | History | New | 4,715 | 213 | 0.1% | — | 123 | +4,715 | New | Q1 2026 | May 11, 2026 |
| ROGCO, LP | History | Reduced | 4,706 | 213 | 0.07% | 0.07% | 122 | -215 | -4.37% | Q1 2026 | May 04, 2026 |
| Rede Wealth, LLC | History | Reduced | 4,609 | 209 | 0.08% | 0.08% | 124 | -534 | -10.38% | Q1 2026 | Apr 10, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 4,531 | 205 | 0.02% | 0.03% | 125 | -3,765 | -45.38% | Q1 2026 | Apr 17, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 4,392 | 199 | 0.01% | 0.02% | 126 | -22 | -0.5% | Q1 2026 | May 19, 2026 |
| Larson Financial Group LLC | History | Added to | 3,818 | 173 | 0.01% | 0.01% | 127 | +12 | 0.32% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | Reduced | 3,266 | 148 | 0.01% | 0.01% | 128 | -230 | -6.58% | Q1 2026 | May 01, 2026 |
| Mascoma Wealth Management LLC | History | Reduced | 3,204 | 145 | 0.03% | 0.03% | 129 | -154 | -4.59% | Q1 2026 | Apr 30, 2026 |
| FIRST UNITED BANK & TRUST | History | Reduced | 3,000 | 136 | 0.04% | 0.04% | 131 | -30 | -0.99% | Q1 2026 | Apr 21, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 3,000 | 136 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clarity Asset Management, Inc. | History | New | 2,952 | 133 | 0.07% | — | 132 | +2,952 | New | Q1 2026 | May 04, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 2,839 | 128 | 0.06% | 0.06% | 133 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Stephens Consulting, LLC | History | No change | 2,763 | 123 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Arax Advisory Partners | History | No change | 2,640 | 119 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,572 | 114 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BLUELINE ADVISORS LLC | History | Reduced | 2,133 | 96 | 0.07% | 0.08% | 137 | -96 | -4.31% | Q1 2026 | Apr 07, 2026 |
| MORGAN STANLEY | History | Added to | 2,109 | 95 | 0.0% | 0.0% | 138 | +137 | 6.95% | Q1 2026 | May 15, 2026 |
| Armor Investment Advisors, LLC | History | No change | 2,103 | 95 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,029 | 89 | 0.0% | 0.0% | 140 | +1,521 | 299.41% | Q1 2026 | May 13, 2026 |
| Nemes Rush Group LLC | History | Added to | 1,947 | 88 | 0.01% | 0.01% | 141 | +652 | 50.35% | Q1 2026 | Apr 21, 2026 |
| Hanson & Doremus Investment Management | History | No change | 1,912 | 87 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 1,805 | 81 | 0.03% | 0.03% | 143 | +47 | 2.67% | Q1 2026 | Apr 24, 2026 |
| Smithfield Trust Co | History | Added to | 1,526 | 68 | 0.0% | 0.0% | 144 | +555 | 57.16% | Q1 2026 | May 08, 2026 |
| GW&K Investment Management, LLC | History | New | 1,324 | 60 | 0.0% | — | 145 | +1,324 | New | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Added to | 1,316 | 59 | 0.01% | 0.01% | 146 | +120 | 10.03% | Q1 2026 | May 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 1,123 | 50 | 0.0% | 0.0% | 147 | -55 | -4.67% | Q1 2026 | Apr 10, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 991 | 44 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 971 | 44 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FMR LLC | History | Added to | 909 | 41 | 0.0% | 0.0% | 150 | +61 | 7.19% | Q1 2026 | May 15, 2026 |
| Corient IA LLC | History | New | 900 | 40 | 0.04% | — | 151 | +900 | New | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | No change | 867 | 39 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 894 | 39 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Harbor Asset Planning, Inc. | History | Added to | 831 | 37 | 0.03% | 0.03% | 154 | +2 | 0.24% | Q1 2026 | Apr 22, 2026 |
| WFA of San Diego, LLC | History | No change | 791 | 35 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 780 | 35 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 710 | 32 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 684 | 31 | 0.0% | 0.0% | 158 | +1 | 0.15% | Q1 2026 | Apr 21, 2026 |
| Addison Advisors LLC | History | No change | 700 | 31 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sherman Asset Management, Inc. | History | Reduced | 680 | 30 | 0.03% | 0.03% | 161 | -62 | -8.36% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 688 | 30 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Western Wealth Management, LLC | History | New | 625 | 28 | 0.0% | — | 162 | +625 | New | Q1 2026 | May 19, 2026 |
| Meramec Financial Planners, LLC | History | Reduced | 548 | 27 | 0.01% | 0.02% | 163 | -539 | -49.59% | Q1 2026 | Apr 27, 2026 |
| Birchwood Financial Partners, Inc. | History | Added to | 582 | 26 | 0.03% | 0.02% | 164 | +1 | 0.17% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 550 | 24 | 0.0% | 0.0% | 165 | +300 | 120.0% | Q1 2026 | May 06, 2026 |
| BlackRock, Inc. | History | New | 427 | 19 | 0.0% | — | 166 | +427 | New | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 330 | 14 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rossby Financial, LCC | History | Added to | 292 | 13 | 0.0% | — | 168 | +279 | 2146.15% | Q1 2026 | May 11, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 245 | 11 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | No change | 250 | 11 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 216 | 9 | 0.01% | 0.01% | 172 | +25 | 13.09% | Q1 2026 | May 11, 2026 |
| Redwood Park Advisors LLC | History | Added to | 212 | 9 | 0.01% | 0.01% | 171 | +1 | 0.47% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 137 | 6 | 0.0% | 0.0% | 173 | -442 | -76.34% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 140 | 6 | 0.0% | — | 174 | +140 | New | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 124 | 5 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 120 | 5 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Milestone Investment Advisors LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Front Row Advisors LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Spire Wealth Management | History | No change | 84 | 3 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 68 | 3 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Community Bank, N.A. | History | No change | 58 | 2 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 29 | 1 | 0.0% | 0.0% | 182 | -1 | -3.33% | Q1 2026 | May 06, 2026 |
| Avion Wealth | History | No change | 36 | 1 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.01% | — | -113,963 | -100.0% | Q1 2026 | May 01, 2026 |
| GOLDMAN SACHS GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,818 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,869 | -100.0% | Q1 2026 | May 15, 2026 |
| AMARA FINANCIAL, LLC. | History | Closed out | 0 | 0 | — | 0.25% | — | -8,161 | -100.0% | Q1 2026 | May 07, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | Closed out | 0 | 0 | — | 0.01% | — | -7,742 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,529 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Wells Financial Advisors INC | History | Closed out | 0 | 0 | — | 0.07% | — | -800 | -100.0% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | May 05, 2026 |
| Urban Financial Advisory Corp | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |