iSHARES TRUST - XVV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| University of Cambridge Investment Management Ltd | History | Reduced | 2,202,387 | 108,401 | 100.0% | 100.0% | 1 | -1,441,511 | -39.56% | Q1 2026 | Apr 27, 2026 |
| SUN LIFE FINANCIAL INC | History | No change | 823,040 | 40,510 | 2.3% | 2.28% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 273,521 | 13,462 | 0.0% | 0.0% | 3 | +17,383 | 6.79% | Q1 2026 | May 06, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 247,274 | 12,170 | 0.36% | 0.35% | 4 | +16,375 | 7.09% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Added to | 218,970 | 10,777 | 0.02% | 0.01% | 5 | +34,955 | 19.0% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 159,517 | 7,851 | 0.03% | — | 6 | +159,517 | New | Q1 2026 | Apr 24, 2026 |
| MORGAN STANLEY | History | Added to | 128,320 | 6,315 | 0.0% | 0.0% | 7 | +126,314 | 6296.81% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | Reduced | 85,643 | 4,215 | 0.35% | 0.46% | 8 | -15,319 | -15.17% | Q1 2026 | Apr 22, 2026 |
| Wharton Business Group, LLC | History | No change | 76,440 | 3,762 | 0.14% | 0.15% | 9 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 75,998 | 3,740 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | New | 73,210 | 3,603 | 0.0% | — | 11 | +73,210 | New | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 72,370 | 3,562 | 0.01% | 0.01% | 12 | +5,682 | 8.52% | Q1 2026 | May 01, 2026 |
| Atlantic Private Wealth, LLC | History | Added to | 71,500 | 3,519 | 2.3% | 2.28% | 13 | +3,828 | 5.66% | Q1 2026 | May 08, 2026 |
| Alpine Bank Wealth Management | History | Reduced | 70,342 | 3,462 | 0.5% | 0.59% | 14 | -8,923 | -11.26% | Q1 2026 | Apr 21, 2026 |
| BSW Wealth Partners | History | No change | 62,780 | 3,090 | 0.38% | 0.4% | 15 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 61,610 | 3,032 | 0.0% | 0.0% | 16 | -7,255 | -10.54% | Q1 2026 | May 14, 2026 |
| Biltmore Family Office, LLC | History | No change | 56,201 | 2,766 | 0.39% | 0.41% | 17 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NorthRock Partners, LLC | History | Added to | 47,274 | 2,326 | 0.04% | 0.03% | 18 | +9,921 | 26.56% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 46,315 | 2,279 | 0.0% | 0.0% | 19 | +4,978 | 12.04% | Q1 2026 | May 05, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | Added to | 44,743 | 2,202 | 0.38% | 0.39% | 20 | +2,760 | 6.57% | Q1 2026 | May 05, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 41,433 | 2,039 | 0.01% | 0.02% | 21 | -30,214 | -42.17% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 40,300 | 1,983 | 0.0% | — | 22 | +40,300 | New | Q1 2026 | May 15, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 35,571 | 1,951 | 0.02% | — | 23 | +35,571 | New | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | New | 39,312 | 1,934 | 0.01% | — | 24 | +39,312 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 32,016 | 1,575 | 0.01% | 0.01% | 25 | +10,128 | 46.27% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 32,503 | 1,554 | 0.0% | 0.0% | 26 | +4,488 | 16.02% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 30,939 | 1,523 | 0.0% | 0.0% | 27 | +387 | 1.27% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 30,155 | 1,484 | 0.0% | 0.0% | 28 | +6,091 | 25.31% | Q1 2026 | May 15, 2026 |
| Wick Capital Partners, LLC | History | Added to | 30,142 | 1,483 | 0.27% | 0.28% | 29 | +128 | 0.43% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 29,060 | 1,430 | 0.0% | 0.0% | 30 | -582 | -1.96% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | Reduced | 28,804 | 1,417 | 0.32% | 0.4% | 31 | -1,514 | -4.99% | Q1 2026 | May 05, 2026 |
| Financial Council, LLC | History | Added to | 28,388 | 1,397 | 0.54% | 0.59% | 32 | +254 | 0.9% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 28,061 | 1,381 | 0.0% | 0.0% | 33 | +2,665 | 10.49% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,019 | 1,329 | 0.0% | 0.0% | 34 | -3,750 | -12.19% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 23,115 | 1,137 | 0.0% | 0.0% | 35 | +110 | 0.48% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 22,568 | 1,110 | 0.0% | 0.0% | 36 | +503 | 2.28% | Q1 2026 | May 04, 2026 |
| NerdWallet Wealth Partners, LLC | History | New | 22,385 | 1,101 | 0.48% | — | 37 | +22,385 | New | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 21,873 | 1,076 | 0.0% | — | 38 | +21,873 | New | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 20,310 | 999 | 0.02% | 0.03% | 39 | -8,516 | -29.54% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 19,019 | 936 | 0.86% | 0.95% | 40 | -203 | -1.06% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 18,843 | 927 | 0.0% | 0.0% | 41 | +6,099 | 47.86% | Q1 2026 | May 15, 2026 |
| Magnus Financial Group LLC | History | Reduced | 18,399 | 905 | 0.07% | 0.08% | 42 | -1,128 | -5.78% | Q1 2026 | Apr 10, 2026 |
| Human Investing LLC | History | Added to | 17,756 | 873 | 0.13% | 0.13% | 43 | +792 | 4.67% | Q1 2026 | May 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 17,703 | 871 | 0.0% | 0.0% | 44 | -1,836 | -9.4% | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 17,666 | 869 | 0.0% | 0.0% | 45 | +32 | 0.18% | Q1 2026 | May 13, 2026 |
| Sage Mountain Advisors LLC | History | Added to | 17,386 | 855 | 0.06% | 0.05% | 46 | +416 | 2.45% | Q1 2026 | May 11, 2026 |
| Highland Financial Advisors, LLC | History | Added to | 16,867 | 830 | 0.22% | 0.19% | 47 | +3,608 | 27.21% | Q1 2026 | Apr 21, 2026 |
| Sound Stewardship, LLC | History | Added to | 16,042 | 789 | 0.36% | 0.39% | 48 | +620 | 4.02% | Q1 2026 | Apr 10, 2026 |
| Cetera Investment Advisers | History | Added to | 15,944 | 784 | 0.0% | 0.0% | 49 | +758 | 4.99% | Q1 2026 | May 13, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 15,381 | 757 | 0.29% | 0.3% | 50 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tarbox Family Office, Inc. | History | Added to | 15,203 | 748 | 0.12% | 0.12% | 51 | +1,022 | 7.21% | Q1 2026 | Apr 23, 2026 |
| Ferguson Shapiro LLC | History | No change | 14,902 | 733 | 0.22% | 0.24% | 52 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 14,732 | 725 | 0.0% | 0.0% | 53 | +4,261 | 40.69% | Q1 2026 | May 12, 2026 |
| Prosperity Consulting Group, LLC | History | New | 14,069 | 692 | 0.03% | — | 54 | +14,069 | New | Q1 2026 | May 05, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 13,815 | 679 | 0.19% | 0.16% | 55 | +3,310 | 31.51% | Q1 2026 | Apr 30, 2026 |
| Savant Capital, LLC | History | No change | 12,574 | 618 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Asset Dedication, LLC | History | No change | 11,454 | 603 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Freedom Financial Partners LLC | History | Added to | 11,997 | 590 | 0.21% | 0.21% | 58 | +1,257 | 11.7% | Q1 2026 | Apr 16, 2026 |
| Sprinkle Financial Consultants LLC | History | Added to | 11,904 | 585 | 0.27% | 0.32% | 59 | +29 | 0.24% | Q1 2026 | Apr 16, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 11,627 | 572 | 0.34% | 0.34% | 60 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cambridge Financial Group, LLC | History | No change | 11,454 | 563 | 0.19% | 0.18% | 61 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| RMR Wealth Builders | History | Added to | 10,897 | 536 | 0.04% | 0.02% | 63 | +6,461 | 145.65% | Q1 2026 | Apr 22, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 10,905 | 536 | 0.01% | 0.01% | 62 | +150 | 1.39% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 10,766 | 529 | 0.0% | — | 64 | +10,766 | New | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 10,580 | 520 | 0.11% | 0.0% | 65 | +10,373 | 5011.11% | Q1 2026 | May 04, 2026 |
| Veridan Wealth LLC | History | Reduced | 10,209 | 502 | 0.19% | 0.18% | 66 | -239 | -2.29% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | No change | 10,173 | 500 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tribridge Partners Financial LLC | History | No change | 9,634 | 479 | 0.2% | 0.21% | 68 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 9,631 | 474 | 0.0% | 0.0% | 69 | +636 | 7.07% | Q1 2026 | Apr 24, 2026 |
| Betterment LLC | History | Added to | 9,267 | 456 | 0.0% | 0.0% | 70 | +307 | 3.43% | Q1 2026 | May 14, 2026 |
| Black Diamond Financial, LLC | History | No change | 9,265 | 456 | 0.05% | 0.05% | 71 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Measured Risk Portfolios, Inc. | History | No change | 9,056 | 445 | 0.49% | 0.47% | 72 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | No change | 8,902 | 438 | 0.11% | 0.12% | 73 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,705 | 428 | 0.0% | 0.0% | 74 | -352 | -3.89% | Q1 2026 | May 15, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 8,691 | 427 | 0.02% | 0.02% | 75 | +39 | 0.45% | Q1 2026 | May 07, 2026 |
| Curtis Advisory Group, LLC | History | Reduced | 8,165 | 401 | 0.09% | 0.14% | 76 | -4,268 | -34.33% | Q1 2026 | May 08, 2026 |
| ST GERMAIN D J CO INC | History | No change | 7,649 | 376 | 0.01% | 0.02% | 77 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Wingate Wealth Advisors, Inc. | History | Added to | 7,339 | 361 | 0.19% | 0.14% | 78 | +2,736 | 59.44% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Added to | 7,271 | 357 | 0.01% | 0.01% | 79 | +16 | 0.22% | Q1 2026 | May 04, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 7,227 | 355 | 0.08% | 0.08% | 80 | +15 | 0.21% | Q1 2026 | Apr 10, 2026 |
| Ellenbecker Investment Group | History | Added to | 7,158 | 352 | 0.05% | 0.05% | 81 | +87 | 1.23% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,101 | 349 | 0.0% | 0.0% | 82 | +800 | 12.7% | Q1 2026 | May 14, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 6,867 | 337 | 0.06% | 0.07% | 83 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Crane Advisory, LLC | History | Added to | 6,244 | 334 | 0.05% | 0.04% | 84 | +1,578 | 33.82% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | New | 6,602 | 324 | 0.0% | — | 85 | +6,602 | New | Q1 2026 | May 15, 2026 |
| Montecito Bank & Trust | History | No change | 6,364 | 313 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Dakota Wealth Management | History | Added to | 6,336 | 311 | 0.01% | 0.01% | 87 | +16 | 0.25% | Q1 2026 | May 07, 2026 |
| Gray Private Wealth, LLC | History | No change | 6,283 | 309 | 0.16% | 0.16% | 88 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 6,109 | 300 | 0.01% | 0.01% | 89 | +6 | 0.1% | Q1 2026 | Apr 29, 2026 |
| KWB Wealth | History | No change | 5,530 | 291 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Armor Investment Advisors, LLC | History | Added to | 5,875 | 289 | 0.1% | 0.11% | 91 | +72 | 1.24% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 5,579 | 274 | 0.0% | 0.0% | 92 | -28,606 | -83.68% | Q1 2026 | May 15, 2026 |
| Wealth Group Ltd | History | New | 5,570 | 274 | 0.06% | — | 93 | +5,570 | New | Q1 2026 | Apr 10, 2026 |
| Topel & Distasi Wealth Management, LLC | History | Reduced | 5,236 | 257 | 0.13% | 0.16% | 94 | -934 | -15.14% | Q1 2026 | May 06, 2026 |
| CORA CAPITAL ADVISORS LLC | History | Added to | 5,225 | 257 | 0.09% | 0.1% | 95 | +400 | 8.29% | Q1 2026 | Apr 17, 2026 |
| Elwood & Goetz Wealth Advisory Group, LLC | History | Reduced | 5,085 | 250 | 0.04% | 0.05% | 96 | -453 | -8.18% | Q1 2026 | May 01, 2026 |
| Whitegate Investment Counselors, Inc. | History | Reduced | 5,043 | 248 | 0.08% | 0.09% | 97 | -234 | -4.43% | Q1 2026 | Apr 27, 2026 |
| Timmons Wealth Management, LLC | History | Added to | 5,053 | 248 | 0.24% | 0.26% | 98 | +90 | 1.81% | Q1 2026 | May 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 4,979 | 245 | 0.01% | 0.01% | 99 | +162 | 3.36% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | New | 4,925 | 242 | 0.0% | — | 100 | +4,925 | New | Q1 2026 | Apr 10, 2026 |
| Peak Retirement Planning, Inc. | History | New | 4,910 | 241 | 0.05% | — | 101 | +4,910 | New | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Reduced | 4,799 | 236 | 0.0% | 0.0% | 102 | -356 | -6.91% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,125 | 217 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 3,936 | 215 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Archer Investment Management, LLC | History | Reduced | 4,222 | 207 | 0.09% | 0.45% | 105 | -11,687 | -73.46% | Q1 2026 | Apr 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 4,140 | 203 | 0.01% | — | 106 | +4,140 | New | Q1 2026 | Apr 22, 2026 |
| SEEDS INVESTOR LLC | History | New | 3,856 | 203 | 0.03% | — | 107 | +3,856 | New | Q1 2026 | May 11, 2026 |
| Ellis Investment Partners, LLC | History | New | 4,113 | 202 | 0.04% | — | 109 | +4,113 | New | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | No change | 4,116 | 202 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,073 | 200 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | Reduced | 3,996 | 196 | 0.07% | 0.08% | 111 | -519 | -11.5% | Q1 2026 | May 06, 2026 |
| Grove Bank & Trust | History | No change | 3,863 | 190 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 3,350 | 164 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 3,266 | 156 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Added to | 3,023 | 149 | 0.01% | 0.0% | 115 | +2,233 | 282.66% | Q1 2026 | May 08, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | Added to | 2,776 | 136 | 0.06% | 0.07% | 116 | +2 | 0.07% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | New | 2,655 | 130 | 0.0% | — | 118 | +2,655 | New | Q1 2026 | May 19, 2026 |
| FMR LLC | History | Reduced | 2,644 | 130 | 0.0% | 0.0% | 117 | -413 | -13.51% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 2,567 | 126 | 0.0% | — | 119 | +2,567 | New | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,425 | 119 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | No change | 2,218 | 109 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 1,918 | 94 | 0.03% | 0.03% | 122 | +1 | 0.05% | Q1 2026 | May 05, 2026 |
| Redwood Park Advisors LLC | History | Added to | 1,655 | 81 | 0.05% | 0.06% | 123 | +4 | 0.24% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 1,569 | 77 | 0.0% | — | 124 | +1,569 | New | Q1 2026 | May 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 1,568 | 77 | 0.0% | — | 125 | +1,568 | New | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | No change | 1,456 | 71 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tidemark, LLC | History | New | 1,298 | 63 | 0.02% | — | 127 | +1,298 | New | Q1 2026 | May 07, 2026 |
| Hanson & Doremus Investment Management | History | No change | 919 | 45 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 762 | 37 | 0.0% | 0.0% | 129 | +2 | 0.26% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 650 | 31 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 493 | 24 | 0.01% | 0.01% | 131 | +90 | 22.33% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | Added to | 480 | 23 | 0.0% | 0.0% | 132 | +395 | 464.71% | Q1 2026 | May 11, 2026 |
| GW&K Investment Management, LLC | History | New | 415 | 20 | 0.0% | — | 133 | +415 | New | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | No change | 359 | 17 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 365 | 17 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 310 | 15 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WealthShield Partners, LLC | History | No change | 313 | 15 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 280 | 13 | 0.0% | 0.0% | 138 | +184 | 191.67% | Q1 2026 | May 14, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 241 | 11 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,206 | 7 | 0.0% | 0.0% | 140 | -1,150 | -13.76% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 160 | 7 | 0.0% | — | 143 | +160 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 152 | 7 | 0.0% | — | 142 | +152 | New | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 150 | 7 | 0.0% | 0.0% | 141 | +70 | 87.5% | Q1 2026 | May 11, 2026 |
| Clarity Asset Management, Inc. | History | New | 122 | 6 | 0.0% | — | 145 | +122 | New | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | No change | 125 | 6 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -83,540 | -100.0% | Q1 2026 | May 13, 2026 |
| WCG Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,024 | -100.0% | Q1 2026 | May 12, 2026 |
| Monument Capital Management | History | Closed out | 0 | 0 | — | 0.06% | — | -4,386 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Prosperity Planning, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,886 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Destination Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -3,830 | -100.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -411 | -100.0% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -290 | -100.0% | Q1 2026 | Apr 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -116 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |