iSHARES TRUST - XT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | History | Reduced | 32,408,021 | 2,208,583 | 4.48% | 4.33% | 1 | -344,249 | -1.05% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 619,351 | 42,208 | 0.01% | 0.01% | 2 | -5,320 | -0.85% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 612,314 | 41,723 | 0.01% | 0.01% | 3 | -317 | -0.05% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 558,892 | 38,088 | 0.06% | 0.06% | 4 | +11,605 | 2.12% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 329,373 | 22,446 | 0.03% | 0.03% | 5 | +25,942 | 8.55% | Q1 2026 | Apr 27, 2026 |
| UBS Group AG | History | Added to | 282,691 | 19,265 | 0.0% | 0.0% | 6 | +64,980 | 29.85% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 280,916 | 19,144 | 0.0% | 0.0% | 7 | -60 | -0.02% | Q1 2026 | May 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 255,848 | 17,435 | 0.34% | 0.35% | 8 | +2,766 | 1.09% | Q1 2026 | Apr 14, 2026 |
| MORGAN STANLEY | History | Reduced | 235,895 | 16,076 | 0.0% | 0.01% | 9 | -1,276,557 | -84.4% | Q1 2026 | May 15, 2026 |
| New England Private Wealth Advisors LLC | History | Added to | 215,732 | 14,701 | 1.7% | 1.83% | 10 | +4,427 | 2.1% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 208,178 | 14,187 | 0.0% | 0.0% | 11 | +1,858 | 0.9% | Q1 2026 | May 14, 2026 |
| Wharton Business Group, LLC | History | No change | 202,875 | 13,825 | 0.52% | 0.54% | 12 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 182,419 | 12,431 | 0.03% | 0.03% | 13 | -1,671 | -0.91% | Q1 2026 | May 14, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 174,290 | 11,877 | 0.48% | 0.5% | 14 | -5,807 | -3.22% | Q1 2026 | Apr 28, 2026 |
| Arkadios Wealth Advisors | History | Added to | 134,859 | 9,190 | 0.15% | 0.13% | 15 | +35,560 | 35.81% | Q1 2026 | May 18, 2026 |
| Betterment LLC | History | Added to | 127,167 | 8,666 | 0.02% | 0.01% | 16 | +27,812 | 27.99% | Q1 2026 | May 14, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 126,310 | 8,607 | 0.69% | 0.72% | 17 | +2,724 | 2.2% | Q1 2026 | May 13, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 110,233 | 8,258 | 0.57% | 0.56% | 18 | -86 | -0.08% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Reduced | 118,082 | 8,047 | 0.01% | 0.01% | 19 | -3,877 | -3.18% | Q1 2026 | May 13, 2026 |
| Private Advisory Group LLC | History | New | 113,286 | 7,720 | 0.51% | — | 20 | +113,286 | New | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 107,352 | 7,315 | 0.03% | 0.03% | 21 | +8,410 | 8.5% | Q1 2026 | Apr 30, 2026 |
| Brookstone Capital Management | History | Added to | 106,103 | 7,230 | 0.08% | 0.08% | 22 | +6,276 | 6.29% | Q1 2026 | Apr 16, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 93,972 | 6,404 | 2.2% | 2.2% | 23 | -417 | -0.44% | Q1 2026 | May 04, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 91,532 | 6,237 | 0.2% | 0.2% | 24 | +443 | 0.49% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 91,501 | 6,235 | 0.0% | 0.0% | 25 | +2,835 | 3.2% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 90,317 | 6,155 | 0.01% | 0.01% | 26 | -451 | -0.5% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 89,543 | 6,102 | 0.16% | 0.21% | 27 | -2,379 | -2.59% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 80,557 | 5,489 | 0.0% | 0.0% | 28 | +3 | 0.0% | Q1 2026 | May 11, 2026 |
| Valmark Advisers, Inc. | History | Added to | 74,418 | 5,071 | 0.06% | 0.06% | 29 | +2,776 | 3.87% | Q1 2026 | May 01, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 73,947 | 5,039 | 0.1% | 0.1% | 30 | +1,380 | 1.9% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 72,000 | 4,906 | 0.01% | 0.01% | 31 | +6,289 | 9.57% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 73,904 | 4,866 | 0.0% | 0.0% | 32 | +5,876 | 8.64% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 65,420 | 4,458 | 0.0% | 0.01% | 33 | +2,000 | 3.15% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 56,750 | 3,867 | 0.03% | 0.04% | 34 | -14,659 | -20.53% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 55,508 | 3,783 | 0.01% | 0.01% | 35 | -1,287 | -2.27% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 50,081 | 3,412 | 0.0% | 0.0% | 36 | +666 | 1.35% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 45,623 | 3,109 | 0.0% | 0.0% | 37 | +5,741 | 14.39% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 45,170 | 3,077 | 0.0% | 0.0% | 38 | -5,145 | -10.23% | Q1 2026 | May 15, 2026 |
| Atlas Private Wealth Advisors | History | Added to | 44,210 | 3,012 | 0.71% | 0.63% | 39 | +5,760 | 14.98% | Q1 2026 | Apr 23, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | Reduced | 39,521 | 2,693 | 0.39% | 0.4% | 40 | -319 | -0.8% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 39,437 | 2,687 | 0.08% | 0.09% | 41 | -1,913 | -4.63% | Q1 2026 | Apr 08, 2026 |
| RFG Advisory, LLC | History | Reduced | 33,425 | 2,277 | 0.04% | 0.05% | 42 | -5,695 | -14.56% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 33,217 | 2,263 | 0.01% | 0.01% | 43 | -4,789 | -12.6% | Q1 2026 | May 04, 2026 |
| Wealthcare Capital Partners, LLC | History | Reduced | 30,359 | 2,068 | 0.97% | 1.02% | 44 | -860 | -2.75% | Q1 2026 | Apr 15, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 30,209 | 2,058 | 0.23% | 0.25% | 45 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 29,109 | 1,984 | 0.01% | 0.01% | 46 | -1,884 | -6.08% | Q1 2026 | Apr 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 28,274 | 1,926 | 0.04% | 0.05% | 47 | -2,254 | -7.38% | Q1 2026 | May 14, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 26,851 | 1,829 | 0.07% | 0.07% | 48 | -1,269 | -4.51% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 26,364 | 1,796 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 26,144 | 1,781 | 0.01% | 0.0% | 50 | +24,407 | 1405.12% | Q1 2026 | May 08, 2026 |
| Opus Financial Solutions LLC | History | Reduced | 23,592 | 1,607 | 1.51% | 1.58% | 51 | -466 | -1.94% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 23,277 | 1,586 | 0.02% | 0.02% | 52 | +1,245 | 5.65% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 23,178 | 1,579 | 0.0% | 0.0% | 53 | +118 | 0.51% | Q1 2026 | May 07, 2026 |
| Berger Financial Group, Inc | History | Reduced | 23,035 | 1,569 | 0.09% | 0.1% | 54 | -2,053 | -8.18% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 22,283 | 1,518 | 0.0% | 0.0% | 55 | +131 | 0.59% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 22,225 | 1,514 | 0.19% | 0.2% | 56 | -769 | -3.34% | Q1 2026 | May 11, 2026 |
| GWN SECURITIES INC. | History | Reduced | 20,751 | 1,414 | 0.27% | 0.32% | 57 | -1,690 | -7.53% | Q1 2026 | May 14, 2026 |
| Jaffetilchin Investment Partners, LLC | History | No change | 20,483 | 1,395 | 0.08% | 0.08% | 58 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 19,566 | 1,333 | 0.02% | 0.03% | 59 | -1,064 | -5.16% | Q1 2026 | Apr 20, 2026 |
| Rothschild Wealth LLC | History | Added to | 19,233 | 1,310 | 0.12% | 0.13% | 60 | +72 | 0.38% | Q1 2026 | May 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 18,487 | 1,259 | 0.16% | 0.18% | 61 | -33 | -0.18% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 17,586 | 1,198 | 0.0% | 0.0% | 62 | -7 | -0.04% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,586 | 1,130 | 0.0% | 0.0% | 63 | +691 | 4.35% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Reduced | 15,975 | 1,088 | 0.03% | 0.03% | 64 | -1,572 | -8.96% | Q1 2026 | May 15, 2026 |
| SWEENEY & MICHEL, LLC | History | Added to | 15,058 | 1,081 | 0.32% | 0.32% | 65 | +67 | 0.45% | Q1 2026 | Apr 16, 2026 |
| Cerity Partners LLC | History | Reduced | 15,721 | 1,071 | 0.0% | 0.0% | 66 | -4,207 | -21.11% | Q1 2026 | May 15, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 15,562 | 1,023 | 0.06% | 0.06% | 67 | +73 | 0.47% | Q1 2026 | May 14, 2026 |
| COURIER CAPITAL LLC | History | Added to | 14,493 | 987 | 0.06% | 0.06% | 68 | +244 | 1.71% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Added to | 14,410 | 981 | 0.0% | 0.0% | 69 | +1,987 | 15.99% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 14,390 | 980 | 0.01% | 0.01% | 70 | +275 | 1.95% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 13,925 | 948 | 0.0% | 0.0% | 71 | +10,929 | 364.79% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,815 | 941 | 0.0% | 0.0% | 72 | -8,668 | -38.55% | Q1 2026 | May 15, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 13,758 | 937 | 0.06% | 0.07% | 73 | +204 | 1.51% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Reduced | 13,582 | 925 | 0.01% | 0.01% | 74 | -635 | -4.47% | Q1 2026 | May 15, 2026 |
| Wealthspire Retirement, LLC | History | Reduced | 13,452 | 916 | 0.05% | 0.06% | 75 | -1,486 | -9.95% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 13,099 | 905 | 0.01% | 0.01% | 77 | +4,603 | 54.18% | Q1 2026 | Apr 07, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 13,285 | 905 | 0.09% | 0.11% | 76 | -2,981 | -18.33% | Q1 2026 | May 06, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 12,835 | 874 | 0.12% | 0.13% | 78 | -415 | -3.13% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 12,428 | 846 | 0.0% | 0.0% | 79 | -337 | -2.64% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11,763 | 801 | 0.0% | 0.0% | 80 | -425 | -3.49% | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | No change | 11,741 | 800 | 0.03% | 0.03% | 81 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 11,278 | 786 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Focus Partners Wealth | History | Reduced | 11,017 | 750 | 0.0% | 0.0% | 83 | -30 | -0.27% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,743 | 732 | 0.01% | 0.01% | 84 | -400 | -3.59% | Q1 2026 | Apr 22, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 10,536 | 718 | 0.01% | 0.01% | 85 | -2,478 | -19.04% | Q1 2026 | May 15, 2026 |
| MGB Wealth Management, LLC | History | No change | 10,289 | 717 | 0.21% | 0.21% | 86 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Advisor Group, LLC | History | Reduced | 10,404 | 709 | 0.0% | 0.0% | 87 | -1,854 | -15.12% | Q1 2026 | Apr 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 10,407 | 709 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 8,840 | 698 | 0.01% | 0.01% | 89 | -63 | -0.71% | Q1 2026 | May 11, 2026 |
| Family Office Research LLC | History | Reduced | 9,913 | 675 | 0.29% | 0.29% | 91 | -103 | -1.03% | Q1 2026 | May 13, 2026 |
| Clay Northam Wealth Management, LLC | History | No change | 9,913 | 675 | 0.38% | 0.38% | 90 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MOSELEY INVESTMENT MANAGEMENT INC | History | Added to | 9,881 | 673 | 0.21% | 0.21% | 92 | +106 | 1.08% | Q1 2026 | Apr 21, 2026 |
| Curran Financial Partners, LLC | History | No change | 9,760 | 665 | 0.12% | 0.13% | 93 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 9,731 | 663 | 0.17% | 0.16% | 94 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 9,715 | 662 | 0.0% | 0.0% | 95 | -16 | -0.16% | Q1 2026 | May 14, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 9,535 | 649 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vivaldi Capital Management LP | History | Added to | 9,394 | 640 | 0.09% | 0.08% | 97 | +654 | 7.48% | Q1 2026 | May 14, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 9,136 | 623 | 0.02% | — | 98 | +9,136 | New | Q1 2026 | May 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 9,023 | 614 | 0.0% | 0.0% | 99 | +2,295 | 34.11% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 8,952 | 614 | 0.0% | 0.0% | 100 | -2,128 | -19.21% | Q1 2026 | Apr 08, 2026 |
| CHECK CAPITAL MANAGEMENT INC/CA | History | No change | 8,800 | 599 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CX Institutional | History | Reduced | 8,745 | 596 | 0.02% | 0.02% | 102 | -407 | -4.45% | Q1 2026 | Apr 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,446 | 575 | 0.0% | 0.0% | 103 | +386 | 4.79% | Q1 2026 | Apr 29, 2026 |
| PFG Advisors | History | Reduced | 8,410 | 573 | 0.03% | 0.08% | 104 | -13,876 | -62.26% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | No change | 8,034 | 547 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| McGinn Penninger Investment Management, Inc. | History | Reduced | 7,988 | 544 | 0.36% | 0.34% | 106 | -520 | -6.11% | Q1 2026 | Apr 28, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Added to | 7,852 | 535 | 0.35% | 0.35% | 107 | +100 | 1.29% | Q1 2026 | May 18, 2026 |
| Corient Private Wealth LLC | History | Added to | 7,724 | 526 | 0.0% | 0.0% | 109 | +2,822 | 57.57% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 7,566 | 526 | 0.0% | 0.0% | 108 | +572 | 8.18% | Q1 2026 | May 15, 2026 |
| Comprehensive Money Management Services LLC | History | No change | 7,618 | 519 | 0.34% | 0.37% | 110 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WNY Asset Management, LLC | History | New | 7,531 | 513 | 0.05% | — | 111 | +7,531 | New | Q1 2026 | May 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,461 | 508 | 0.0% | 0.0% | 112 | +3,331 | 80.65% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 7,427 | 506 | 0.02% | 0.02% | 113 | +236 | 3.28% | Q1 2026 | Apr 27, 2026 |
| REDW Wealth LLC | History | Reduced | 7,417 | 505 | 0.2% | 0.25% | 115 | -1,837 | -19.85% | Q1 2026 | May 07, 2026 |
| INTERACTIVE FINANCIAL ADVISORS, INC. | History | Added to | 7,423 | 505 | 0.33% | 0.33% | 114 | +50 | 0.68% | Q1 2026 | Apr 28, 2026 |
| BostonPremier Wealth LLC | History | Reduced | 7,393 | 503 | 0.26% | 0.26% | 116 | -16 | -0.22% | Q1 2026 | Apr 10, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 7,269 | 495 | 0.03% | 0.03% | 117 | -1,000 | -12.09% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Reduced | 7,257 | 494 | 0.0% | 0.01% | 118 | -25,394 | -77.77% | Q1 2026 | May 13, 2026 |
| Cannon Advisors, Inc. | History | Reduced | 7,169 | 488 | 0.36% | 0.37% | 119 | -184 | -2.5% | Q1 2026 | Apr 24, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 7,071 | 481 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | Added to | 7,031 | 479 | 0.21% | 0.17% | 121 | +1,216 | 20.91% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 7,028 | 478 | 0.0% | 0.0% | 122 | -156 | -2.17% | Q1 2026 | May 14, 2026 |
| Cauble & Harre Wealth Management, Inc. | History | Added to | 5,922 | 467 | 0.37% | 0.23% | 123 | +1,896 | 47.09% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | No change | 6,846 | 466 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 6,675 | 454 | 0.0% | 0.0% | 125 | -850 | -11.3% | Q1 2026 | Apr 27, 2026 |
| Strategic Blueprint, LLC | History | Added to | 6,639 | 452 | 0.03% | 0.03% | 126 | +313 | 4.95% | Q1 2026 | Apr 29, 2026 |
| XY Planning Network, Inc. | History | New | 6,538 | 451 | 0.07% | — | 127 | +6,538 | New | Q1 2026 | Apr 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | Reduced | 6,589 | 449 | 0.03% | 0.03% | 128 | -265 | -3.87% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 6,535 | 445 | 0.01% | 0.01% | 129 | +1,726 | 35.89% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 6,502 | 443 | 0.01% | 0.0% | 130 | +1,591 | 32.4% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,475 | 441 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | New | 6,166 | 420 | 0.0% | — | 132 | +6,166 | New | Q1 2026 | May 12, 2026 |
| Destination Wealth Management | History | Reduced | 5,998 | 408 | 0.01% | 0.01% | 133 | -1,767 | -22.76% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | No change | 5,704 | 404 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Madrid Wealth Management, LLC | History | No change | 5,848 | 398 | 0.3% | 0.33% | 135 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VERITY Wealth Advisors | History | No change | 5,786 | 394 | 0.26% | 0.25% | 136 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 5,753 | 391 | 0.0% | 0.0% | 137 | -3,120 | -35.16% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 5,663 | 385 | 0.02% | 0.02% | 138 | +377 | 7.13% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,610 | 382 | 0.01% | 0.02% | 139 | +587 | 11.69% | Q1 2026 | May 19, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,554 | 378 | 0.0% | 0.0% | 140 | -272 | -4.67% | Q1 2026 | May 08, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | Reduced | 5,402 | 368 | 0.04% | 0.04% | 141 | -160 | -2.88% | Q1 2026 | Apr 15, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 5,309 | 361 | 0.01% | 0.01% | 142 | -106 | -1.96% | Q1 2026 | Apr 14, 2026 |
| HRT FINANCIAL LP | History | New | 5,296 | 360 | 0.0% | — | 143 | +5,296 | New | Q1 2026 | May 14, 2026 |
| Coastline Trust Co | History | No change | 5,280 | 359 | 0.04% | 0.03% | 144 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Financial Partners Group, Inc | History | Reduced | 5,175 | 352 | 0.04% | 0.04% | 145 | -18 | -0.35% | Q1 2026 | Apr 10, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 4,967 | 338 | 0.0% | 0.0% | 147 | +138 | 2.86% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 4,855 | 338 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,933 | 336 | 0.0% | 0.0% | 148 | +1,863 | 60.68% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 4,923 | 335 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,855 | 330 | 0.0% | — | 150 | +4,855 | New | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,831 | 329 | 0.0% | 0.0% | 151 | -2,368 | -32.89% | Q1 2026 | Apr 15, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 4,713 | 321 | 0.07% | 0.08% | 152 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Selective Wealth Management, Inc. | History | No change | 4,279 | 320 | 0.09% | 0.1% | 153 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 4,647 | 316 | 0.04% | 0.05% | 154 | -1,262 | -21.36% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 4,620 | 314 | 0.0% | 0.0% | 155 | +44 | 0.96% | Q1 2026 | Apr 23, 2026 |
| EQ LLC | History | No change | 4,578 | 311 | 0.09% | 0.09% | 156 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tradition Wealth Management, LLC | History | No change | 4,454 | 303 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Integrity Advisory Solutions, LLC | History | New | 4,418 | 301 | 0.04% | — | 158 | +4,418 | New | Q1 2026 | May 11, 2026 |
| Embree Financial Group | History | No change | 4,304 | 293 | 0.03% | 0.04% | 159 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Vise Technologies, Inc. | History | No change | 4,192 | 292 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 4,277 | 291 | 0.12% | 0.13% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 4,253 | 289 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Compound Planning, Inc. | History | No change | 4,238 | 288 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,218 | 287 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BOYUM WEALTH ARCHITECTS LLC | History | New | 3,682 | 282 | 0.12% | — | 165 | +3,682 | New | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 4,052 | 276 | 0.0% | 0.0% | 166 | -217 | -5.08% | Q1 2026 | May 15, 2026 |
| Detalus Advisors, LLC | History | Reduced | 4,005 | 272 | 0.06% | 0.07% | 167 | -100 | -2.44% | Q1 2026 | Apr 22, 2026 |
| CFO4Life Group, LLC | History | No change | 3,961 | 269 | 0.04% | 0.04% | 168 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | New | 3,775 | 257 | 0.0% | — | 169 | +3,775 | New | Q1 2026 | May 11, 2026 |
| Bouchey Financial Group Ltd | History | No change | 3,588 | 255 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Symmetry Partners, LLC | History | Reduced | 3,626 | 247 | 0.01% | 0.02% | 171 | -1,663 | -31.44% | Q1 2026 | Apr 27, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 3,511 | 244 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cedar Wealth Management, LLC | History | No change | 3,445 | 234 | 0.07% | 0.07% | 173 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crews Bank & Trust | History | No change | 3,383 | 230 | 0.03% | 0.03% | 174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,335 | 227 | 0.0% | 0.0% | 175 | -662 | -16.56% | Q1 2026 | May 14, 2026 |
| VestGen Advisors, LLC | History | Reduced | 2,878 | 227 | 0.01% | 0.01% | 176 | -193 | -6.28% | Q1 2026 | May 14, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | No change | 3,323 | 226 | 0.06% | 0.07% | 177 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Rinkey Investments | History | No change | 3,266 | 222 | 0.06% | 0.06% | 178 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 3,252 | 221 | 0.02% | 0.02% | 179 | -33 | -1.0% | Q1 2026 | May 15, 2026 |
| Balance Wealth, LLC | History | New | 3,238 | 220 | 0.07% | — | 180 | +3,238 | New | Q1 2026 | Apr 20, 2026 |
| Triton Financial Group Inc | History | New | 3,176 | 218 | 0.38% | — | 181 | +3,176 | New | Q1 2026 | May 15, 2026 |
| EQUITABLE TRUST CO | History | No change | 3,188 | 217 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sigma Planning Corp | History | No change | 3,140 | 213 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Invst, LLC | History | Reduced | 3,105 | 211 | 0.02% | 0.03% | 184 | -495 | -13.75% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 3,089 | 210 | 0.0% | 0.0% | 185 | +44 | 1.44% | Q1 2026 | Apr 10, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Reduced | 3,041 | 207 | 0.07% | 0.08% | 186 | -121 | -3.83% | Q1 2026 | Apr 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 2,837 | 193 | 0.0% | 0.01% | 187 | -1,475 | -34.21% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,563 | 178 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | Added to | 2,371 | 161 | 0.0% | 0.0% | 189 | +189 | 8.66% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,320 | 152 | 0.0% | 0.0% | 190 | +791 | 51.73% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 1,993 | 135 | 0.0% | 0.0% | 191 | -585 | -22.69% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1,987 | 135 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | New | 1,871 | 127 | 0.0% | — | 193 | +1,871 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,746 | 121 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LOM Asset Management Ltd | History | No change | 1,700 | 115 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Life Planners | History | New | 1,560 | 106 | 0.08% | — | 196 | +1,560 | New | Q1 2026 | Apr 24, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 1,348 | 91 | 0.0% | 0.0% | 198 | +59 | 4.58% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | No change | 1,342 | 91 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,139 | 77 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 1,039 | 70 | 0.0% | 0.0% | 200 | -8,413 | -89.01% | Q1 2026 | May 08, 2026 |
| Horizon Investments, LLC | History | Added to | 1,034 | 70 | 0.0% | 0.0% | 201 | +517 | 100.0% | Q1 2026 | May 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Added to | 954 | 65 | 0.01% | 0.01% | 202 | +254 | 36.29% | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | No change | 779 | 53 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 750 | 52 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 749 | 51 | 0.0% | — | 206 | +749 | New | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 751 | 51 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TSFG, LLC | History | No change | 717 | 49 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 720 | 49 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 669 | 45 | 0.01% | 0.01% | 210 | +29 | 4.53% | Q1 2026 | Apr 03, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 667 | 45 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 533 | 36 | 0.0% | 0.0% | 211 | -272 | -33.79% | Q1 2026 | May 13, 2026 |
| Finley Financial, LLC | History | No change | 500 | 34 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| United Financial Planning Group LLC | History | New | 480 | 32 | 0.02% | — | 213 | +480 | New | Q1 2026 | May 08, 2026 |
| GODSEY & GIBB, INC | History | No change | 423 | 28 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 419 | 28 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JNBA Financial Advisors | History | No change | 400 | 27 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 386 | 26 | 0.0% | 0.0% | 218 | -47 | -10.85% | Q1 2026 | Apr 27, 2026 |
| Crewe Advisors LLC | History | No change | 385 | 26 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 387 | 26 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 364 | 24 | 0.0% | — | 222 | +364 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 361 | 24 | 0.0% | 0.0% | 220 | -8 | -2.17% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 360 | 24 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Y.D. More Investments Ltd | History | New | 360 | 23 | 0.0% | — | 223 | +360 | New | Q1 2026 | May 04, 2026 |
| CENTRAL TRUST Co | History | No change | 335 | 22 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 296 | 20 | 0.0% | 0.0% | 226 | +33 | 12.55% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 300 | 20 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pacific Center for Financial Services | History | No change | 298 | 20 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 294 | 20 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Reduced | 267 | 18 | 0.0% | 0.0% | 229 | -1,881 | -87.57% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 275 | 18 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MORRIS FINANCIAL CONCEPTS, INC. | History | No change | 258 | 17 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sage Mountain Advisors LLC | History | No change | 252 | 17 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 231 | 15 | 0.0% | — | 238 | +231 | New | Q1 2026 | May 13, 2026 |
| EASTERN BANK | History | No change | 229 | 15 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 228 | 15 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 231 | 15 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kingdom Financial Group LLC. | History | No change | 231 | 15 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CDKV HOLDINGS LLC | History | No change | 229 | 15 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Heritage Wealth Advisors | History | New | 218 | 14 | 0.0% | — | 241 | +218 | New | Q1 2026 | May 13, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 208 | 14 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 210 | 14 | 0.01% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Spire Wealth Management | History | Reduced | 204 | 13 | 0.0% | 0.0% | 243 | -216 | -51.43% | Q1 2026 | Apr 22, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 194 | 13 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 194 | 13 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Abound Wealth Management | History | No change | 160 | 10 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Archer Investment Corp | History | New | 133 | 9 | 0.0% | — | 247 | +133 | New | Q1 2026 | May 04, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 140 | 9 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 105 | 7 | 0.0% | 0.0% | 250 | -538 | -83.67% | Q1 2026 | Apr 13, 2026 |
| Arlington Trust Co LLC | History | New | 115 | 7 | 0.0% | — | 251 | +115 | New | Q1 2026 | Apr 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 104 | 7 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TD Capital Management LLC | History | No change | 105 | 7 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Main Street Group, LTD | History | New | 101 | 6 | 0.0% | — | 254 | +101 | New | Q1 2026 | May 06, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 95 | 6 | 0.0% | — | 253 | +95 | New | Q1 2026 | Apr 20, 2026 |
| Accordant Advisory Group Inc | History | No change | 98 | 6 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Align Financial, LLC | History | Reduced | 77 | 5 | 0.0% | 0.0% | 257 | -5,293 | -98.57% | Q1 2026 | May 08, 2026 |
| Asset Dedication, LLC | History | No change | 75 | 5 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Balentine LLC | History | No change | 74 | 5 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CGC Financial Services, LLC | History | New | 66 | 4 | 0.0% | — | 258 | +66 | New | Q1 2026 | Apr 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 54 | 3 | 0.0% | — | 262 | +54 | New | Q1 2026 | May 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 53 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 50 | 3 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Piscataqua Savings Bank | History | No change | 50 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| REAP Financial Group, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RED REEF ADVISORS LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 11 | 1 | 0.0% | — | 271 | +11 | New | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 17 | 1 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 17 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Anfield Capital Management, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | No change | 24 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Signature Equity Partners, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Segment Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -73,631 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -60,335 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,276 | -100.0% | Q1 2026 | Apr 22, 2026 |
| RIA Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,056 | -100.0% | Q1 2026 | Apr 23, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,012 | -100.0% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.02% | — | -6,490 | -100.0% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,382 | -100.0% | Q1 2026 | May 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,963 | -100.0% | Q1 2026 | Apr 20, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.02% | — | -3,849 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,518 | -100.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,222 | -100.0% | Q1 2026 | May 15, 2026 |
| Retirement Planning Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,025 | -100.0% | Q1 2026 | May 04, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -2,993 | -100.0% | Q1 2026 | Apr 27, 2026 |
| American Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,971 | -100.0% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,920 | -100.0% | Q1 2026 | May 15, 2026 |
| Centurion Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,920 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.03% | — | -2,817 | -100.0% | Q1 2026 | May 01, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -978 | -100.0% | Q1 2026 | May 01, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -360 | -100.0% | Q1 2026 | May 04, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -274 | -100.0% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Parvin Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q1 2026 | May 15, 2026 |
| DecisionPoint Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 06, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 04, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | Apr 10, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | Apr 16, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | Apr 14, 2026 |
| BankChampaign, National Association | History | Closed out | 0 | 0 | — | 0.03% | — | -30 | -100.0% | Q1 2026 | May 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Smartleaf Asset Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |