iSHARES TRUST - 46434V738
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 9,022,375 | 678,211 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,938,682 | 671,920 | 0.16% | 0.16% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 8,762,775 | 655,280 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,870,602 | 441,293 | 0.12% | 0.12% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WestEnd Advisors, LLC | History | No change | 4,841,845 | 363,962 | 8.11% | 8.11% | 5 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,111,786 | 309,083 | 0.6% | 0.6% | 6 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CI INVESTMENTS INC. | History | No change | 3,619,965 | 272,112 | 0.87% | 0.87% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 3,044,648 | 228,866 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 2,550,620 | 191,730 | 0.33% | 0.33% | 9 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,543,078 | 191,163 | 0.23% | 0.23% | 10 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LPL Financial LLC | History | No change | 2,327,496 | 174,957 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,914,453 | 143,909 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Elm Partners Management LLC | History | No change | 1,365,137 | 102,617 | 3.05% | 3.05% | 13 | 0 | 0.0% | Q2 2026 | Oct 07, 2026 |
| Mariner, LLC | History | No change | 1,299,788 | 97,705 | 0.1% | 0.1% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,265,815 | 95,151 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 1,206,942 | 90,725 | 0.13% | 0.13% | 16 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,117,770 | 84,022 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 982,923 | 73,886 | 0.64% | 0.64% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS Group AG | History | No change | 869,425 | 65,354 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roberts Financial Services LLC | History | No change | 822,766 | 61,847 | 18.11% | 18.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 819,522 | 61,603 | 0.06% | 0.06% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 757,843 | 56,967 | 0.12% | 0.12% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Korea Investment CORP | History | No change | 742,154 | 55,787 | 0.11% | 0.11% | 23 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GenTrust, LLC | History | No change | 621,869 | 46,745 | 1.8% | 1.8% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 605,366 | 45,505 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE Private Wealth Advisors | History | No change | 541,317 | 40,690 | 3.51% | 3.51% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 507,004 | 38,112 | 0.35% | 0.35% | 27 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Americana Partners, LLC | History | No change | 500,648 | 37,633 | 0.85% | 0.85% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 491,247 | 36,927 | 3.27% | 3.27% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blue Edge Capital, LLC | History | No change | 481,757 | 36,213 | 4.35% | 4.35% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Karpus Management, Inc. | History | No change | 481,445 | 36,190 | 1.04% | 1.04% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 458,107 | 34,435 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stonebridge Financial Group, LLC | History | New | 384,017 | 28,302 | 2.09% | — | 33 | +384,017 | New | Q3 2026 | Oct 01, 2026 |
| ES4, LLC | History | No change | 366,091 | 27,519 | 14.45% | 14.45% | 34 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smithfield Trust Co | History | No change | 348,812 | 26,223 | 1.05% | 1.05% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 338,041 | 25,282 | 0.07% | 0.07% | 36 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 276,032 | 20,749 | 0.2% | 0.2% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 275,800 | 20,326 | 0.34% | 0.27% | 38 | +46,558 | 20.31% | Q3 2026 | Oct 01, 2026 |
| Altman Advisors, Inc. | History | No change | 265,639 | 19,968 | 7.17% | 7.17% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Garde Capital, Inc. | History | No change | 262,598 | 19,739 | 0.88% | 0.88% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 243,039 | 18,269 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Ballentine Partners, LLC | History | No change | 231,034 | 17,366 | 0.21% | 0.21% | 42 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HighTower Advisors, LLC | History | No change | 225,394 | 16,942 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | No change | 221,073 | 16,618 | 0.72% | 0.72% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaStar Capital Management, LLC | History | No change | 209,997 | 15,785 | 1.0% | 1.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Creative Planning | History | No change | 204,382 | 15,363 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 200,660 | 15,083 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 197,699 | 14,861 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 186,301 | 14,004 | 0.06% | 0.06% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 185,590 | 13,914 | 0.08% | 0.08% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 180,825 | 13,593 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tanager Wealth Management LLP | History | No change | 175,982 | 13,228 | 1.15% | 1.15% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 171,670 | 12,904 | 0.8% | 0.8% | 53 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 170,256 | 12,798 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 180,530 | 12,685 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIL Ltd | History | No change | 166,001 | 12,478 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 160,306 | 12,050 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 158,775 | 11,935 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 149,589 | 11,245 | 3.94% | 3.94% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | No change | 147,419 | 11,081 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 140,400 | 10,553 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 139,408 | 10,479 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 139,284 | 10,470 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 137,048 | 10,301 | 1.47% | 1.47% | 64 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Integris Wealth Management, LLC | History | No change | 134,183 | 10,086 | 2.04% | 2.04% | 65 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DAVENPORT & Co LLC | History | No change | 128,564 | 9,664 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| True Link Financial Advisors, LLC | History | No change | 127,792 | 9,606 | 0.56% | 0.56% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GTS FINANCIAL, LLC | History | No change | 142,271 | 9,418 | 6.86% | 6.86% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 124,385 | 9,350 | 2.1% | 2.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HSBC HOLDINGS PLC | History | No change | 122,578 | 9,214 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Gravity Companies, Inc. | History | No change | 120,667 | 9,070 | 1.47% | 1.47% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Consilium Wealth Advisory, LLC | History | No change | 118,876 | 8,935 | 2.65% | 2.65% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 116,343 | 8,745 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 113,477 | 8,530 | 0.09% | 0.09% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 108,810 | 8,179 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fosun International Ltd | History | No change | 107,970 | 8,116 | 1.82% | 1.82% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Wealth Advisors, LLC | History | No change | 107,061 | 8,047 | 2.06% | 2.06% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | No change | 103,969 | 7,815 | 0.84% | 0.84% | 78 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 103,561 | 7,784 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 95,570 | 7,184 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlTi Global, Inc. | History | No change | 92,731 | 6,970 | 0.14% | 0.14% | 81 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Private Advisor Group, LLC | History | No change | 89,694 | 6,742 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AtlasMark Financial, Inc | History | Added to | 90,275 | 6,653 | 3.25% | 3.2% | 83 | +3,686 | 4.26% | Q3 2026 | Oct 13, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Reduced | 86,169 | 6,350 | 1.84% | 1.89% | 84 | -302 | -0.35% | Q3 2026 | Oct 05, 2026 |
| Pictet North America Advisors SA | History | No change | 68,531 | 5,151 | 0.45% | 0.45% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY TRUST CO | History | No change | 66,045 | 4,964 | 0.05% | 0.05% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 65,347 | 4,912 | 0.07% | 0.07% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 64,298 | 4,833 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Waverly Advisors, LLC | History | No change | 63,818 | 4,797 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 63,399 | 4,766 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Industrial Alliance Investment Management Inc. | History | No change | 62,237 | 4,678 | 2.2% | 2.2% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMG National Trust Bank | History | No change | 61,377 | 4,613 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 59,727 | 4,489 | 0.91% | 0.91% | 93 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Prospera Financial Services Inc | History | No change | 58,938 | 4,430 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BESSEMER GROUP INC | History | No change | 58,097 | 4,368 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 55,993 | 4,208 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Apollon Wealth Management, LLC | History | No change | 55,827 | 4,196 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Birnam Oak Advisors, LP | History | No change | 55,000 | 4,134 | 0.67% | 0.67% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 54,564 | 4,101 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 54,164 | 4,071 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PGIM Custom Harvest LLC | History | No change | 53,016 | 3,985 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 51,834 | 3,896 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WBH ADVISORY INC | History | No change | 51,313 | 3,857 | 0.26% | 0.26% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 51,284 | 3,855 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arista Wealth Management, LLC | History | No change | 50,665 | 3,808 | 0.41% | 0.41% | 105 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 49,767 | 3,740 | 0.41% | 0.41% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 49,715 | 3,737 | 0.74% | 0.74% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quartz Partners, LLC | History | No change | 49,660 | 3,732 | 1.22% | 1.22% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GeoWealth Management, LLC | History | No change | 49,001 | 3,683 | 0.12% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Wealthfront Advisers LLC | History | No change | 46,752 | 3,514 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 45,952 | 3,436 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 45,391 | 3,412 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banque Transatlantique SA | History | No change | 45,265 | 3,402 | 0.07% | 0.07% | 113 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Belpointe Asset Management LLC | History | No change | 45,178 | 3,396 | 0.11% | 0.11% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 45,023 | 3,384 | 0.16% | 0.16% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 43,286 | 3,253 | 0.18% | 0.18% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Israel Discount Bank of New York | History | No change | 42,182 | 3,170 | 5.87% | 5.87% | 117 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Buska Wealth Management, LLC | History | Reduced | 42,607 | 3,140 | 1.08% | 2.3% | 118 | -42,201 | -49.76% | Q3 2026 | Oct 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 41,378 | 3,110 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 40,401 | 3,036 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 39,957 | 3,003 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | No change | 39,504 | 2,969 | 0.13% | 0.13% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 39,414 | 2,962 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STEPHENS INC /AR/ | History | No change | 38,454 | 2,890 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COOPERMAN LEON G | History | No change | 38,388 | 2,885 | 0.08% | 0.08% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 38,044 | 2,859 | 1.55% | 1.55% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ahara Advisors LLC | History | No change | 703,068 | 2,854 | 1.93% | 1.93% | 127 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 37,657 | 2,830 | 1.6% | 1.6% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHERN TRUST CORP | History | No change | 37,239 | 2,799 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 37,212 | 2,797 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 37,050 | 2,785 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 36,580 | 2,749 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 36,068 | 2,711 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| M&T BANK CORP | History | No change | 35,460 | 2,665 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PENOBSCOT WEALTH MANAGEMENT | History | No change | 35,145 | 2,641 | 0.71% | 0.71% | 135 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 40,268 | 2,576 | 0.0% | 0.0% | 136 | -405 | -1.0% | Q3 2026 | Oct 13, 2026 |
| FMR LLC | History | No change | 33,231 | 2,497 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dogwood Wealth Management LLC | History | No change | 32,008 | 2,406 | 0.95% | 0.95% | 138 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 31,916 | 2,399 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| World Investment Advisors | History | No change | 32,213 | 2,399 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 31,667 | 2,380 | 0.14% | 0.14% | 141 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 31,252 | 2,349 | 0.26% | 0.26% | 142 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bank of New York Mellon Corp | History | No change | 30,933 | 2,325 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 29,559 | 2,221 | 1.62% | 1.62% | 144 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 24,312 | 2,218 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Burton Enright Welch | History | No change | 28,911 | 2,173 | 0.26% | 0.26% | 146 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Phillips Wealth Planners LLC | History | No change | 28,719 | 2,170 | 1.6% | 1.6% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 27,705 | 2,082 | 0.14% | 0.14% | 148 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Peck Wealth Management, LLC | History | No change | 27,045 | 2,032 | 1.71% | 1.71% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PAX Financial Group, LLC | History | No change | 27,006 | 2,030 | 0.3% | 0.3% | 150 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 26,820 | 2,016 | 0.38% | 0.38% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 27,046 | 2,001 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 26,617 | 2,000 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 26,290 | 1,976 | 0.23% | 0.23% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | No change | 27,627 | 1,960 | 0.28% | 0.28% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Roan Capital Partners | History | Reduced | 26,426 | 1,947 | 1.43% | 1.66% | 156 | -227 | -0.85% | Q3 2026 | Oct 09, 2026 |
| Quantinno Capital Management LP | History | No change | 25,898 | 1,946 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jacobs Equity LLC | History | No change | 25,605 | 1,924 | 1.33% | 1.33% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 25,460 | 1,913 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 25,141 | 1,889 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 25,143 | 1,889 | 0.86% | 0.86% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 25,078 | 1,883 | 0.22% | 0.22% | 162 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Composition Wealth, LLC | History | No change | 23,827 | 1,791 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 23,798 | 1,788 | 0.51% | 0.51% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 23,744 | 1,784 | 0.56% | 0.56% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | No change | 23,427 | 1,761 | 0.38% | 0.38% | 166 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Verdence Capital Advisors LLC | History | No change | 23,235 | 1,746 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Element Wealth, LLC | History | No change | 22,873 | 1,719 | 0.64% | 0.64% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 22,490 | 1,690 | 0.3% | 0.3% | 169 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 22,086 | 1,660 | 0.57% | 0.57% | 170 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Banco Santander, S.A. | History | No change | 21,811 | 1,639 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Added to | 21,771 | 1,604 | 0.19% | 0.19% | 172 | +5 | 0.02% | Q3 2026 | Oct 13, 2026 |
| Versant Capital Management, Inc | History | No change | 21,392 | 1,576 | 0.13% | 0.14% | 173 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Simplicity Wealth,LLC | History | No change | 20,709 | 1,556 | 0.05% | 0.05% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Invst, LLC | History | No change | 20,514 | 1,542 | 0.15% | 0.15% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sharper & Granite LLC | History | No change | 20,395 | 1,533 | 0.47% | 0.47% | 176 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ORBA Wealth Advisors, L.L.C. | History | No change | 20,375 | 1,531 | 1.31% | 1.31% | 177 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arkadios Wealth Advisors | History | No change | 20,288 | 1,525 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CHOREO, LLC | History | No change | 20,180 | 1,516 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Balefire, LLC | History | Reduced | 20,200 | 1,488 | 0.23% | 0.28% | 180 | -2,882 | -12.49% | Q3 2026 | Oct 09, 2026 |
| BRIGHTON JONES LLC | History | No change | 19,588 | 1,472 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 19,364 | 1,455 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisory Solutions Group, LLC | History | No change | 18,605 | 1,398 | 0.47% | 0.47% | 183 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 18,521 | 1,392 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Regal Investment Advisors LLC | History | No change | 18,286 | 1,374 | 0.07% | 0.07% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lakeshore Capital Group, Inc. | History | No change | 18,016 | 1,354 | 1.0% | 1.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LVZ, Inc. | History | No change | 17,793 | 1,337 | 0.14% | 0.14% | 187 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vontobel Holding Ltd. | History | No change | 17,677 | 1,328 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dunhill Financial, LLC | History | No change | 16,679 | 1,253 | 0.26% | 0.26% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Viewpoint Capital Management LLC | History | No change | 16,740 | 1,238 | 0.63% | 0.63% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 16,464 | 1,237 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 16,314 | 1,226 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 16,129 | 1,212 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 15,960 | 1,199 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| StoneX Group Inc. | History | No change | 15,732 | 1,184 | 0.05% | 0.05% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 15,664 | 1,177 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dakota Wealth Management | History | No change | 15,390 | 1,156 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INVESTED ADVISORS | History | No change | 15,262 | 1,147 | 1.01% | 1.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 14,983 | 1,126 | 0.07% | 0.07% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IHT Wealth Management, LLC | History | No change | 14,646 | 1,100 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 14,543 | 1,093 | 0.08% | 0.08% | 201 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ascent Group, LLC | History | No change | 14,486 | 1,088 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 14,220 | 1,068 | 0.57% | 0.57% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 13,739 | 1,032 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIA Group Ltd | History | No change | 13,685 | 1,028 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Calydon Capital | History | No change | 13,470 | 1,012 | 0.15% | 0.15% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 13,396 | 1,006 | 0.13% | 0.13% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SCS Capital Management LLC | History | No change | 13,122 | 986 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Visionary Wealth Advisors | History | No change | 12,968 | 974 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DARA CAPITAL US, INC. | History | No change | 12,890 | 968 | 0.67% | 0.67% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 12,424 | 933 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 12,504 | 921 | 0.01% | 0.01% | 213 | +379 | 3.13% | Q3 2026 | Oct 08, 2026 |
| PRESILIUM PRIVATE WEALTH, LLC | History | No change | 12,260 | 921 | 0.14% | 0.14% | 212 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BFI Infinity Ltd. | History | No change | 12,027 | 904 | 0.27% | 0.27% | 214 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BARINGS LLC | History | No change | 11,982 | 900 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 11,483 | 863 | 0.36% | 0.36% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 11,289 | 848 | 0.15% | 0.15% | 217 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Moors & Cabot, Inc. | History | No change | 11,222 | 843 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 11,185 | 840 | 0.16% | 0.16% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 10,993 | 826 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOM Asset Management Ltd | History | No change | 10,980 | 825 | 0.21% | 0.21% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 11,221 | 823 | 0.24% | 0.16% | 222 | +3,867 | 52.58% | Q3 2026 | Oct 09, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 10,812 | 812 | 0.69% | 0.69% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 10,547 | 792 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | No change | 10,347 | 777 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 10,225 | 768 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Forum Finance Group S.A. | History | No change | 12,134 | 737 | 0.27% | 0.27% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 9,479 | 712 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 9,474 | 712 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 9,570 | 705 | 0.13% | 0.15% | 230 | -1,250 | -11.55% | Q3 2026 | Oct 13, 2026 |
| WAYSTONE ADVISORS LLC | History | No change | 9,369 | 704 | 0.53% | 0.53% | 231 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | No change | 9,088 | 683 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | No change | 9,391 | 681 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q3 2026 | Oct 09, 2026 |
| J2 Capital Management Inc | History | No change | 9,048 | 680 | 0.46% | 0.46% | 234 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 8,994 | 676 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 8,867 | 666 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 8,719 | 655 | 0.12% | 0.12% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 8,629 | 648 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 8,556 | 643 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOUTH PLAINS FINANCIAL, INC. | History | No change | 8,553 | 642 | 0.34% | 0.34% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 8,481 | 637 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 8,406 | 631 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vident Advisory, LLC | History | No change | 8,363 | 628 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 8,256 | 620 | 0.02% | 0.02% | 244 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PENNINGTON PARTNERS & CO., LLC | History | No change | 8,199 | 616 | 0.2% | 0.2% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valor Advisors LLC | History | No change | 7,905 | 594 | 0.44% | 0.44% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 7,844 | 589 | 0.17% | 0.17% | 247 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Wealth | History | No change | 7,780 | 584 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,689 | 577 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | No change | 7,519 | 565 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Services Network, LLC | History | No change | 7,482 | 562 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 7,327 | 550 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,175 | 539 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 7,081 | 532 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TFB Advisors LLC | History | No change | 7,073 | 531 | 0.23% | 0.23% | 255 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 7,034 | 528 | 0.3% | 0.3% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Csenge Advisory Group | History | No change | 6,923 | 520 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 6,963 | 513 | 0.09% | 0.1% | 258 | -37 | -0.53% | Q3 2026 | Oct 05, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 6,772 | 509 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Soltis Investment Advisors LLC | History | No change | 6,697 | 503 | 0.03% | 0.03% | 260 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6,639 | 499 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RDA Financial Network | History | No change | 6,380 | 479 | 0.1% | 0.1% | 262 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Beverly Hills Private Wealth, LLC | History | No change | 6,328 | 475 | 0.09% | 0.09% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 6,251 | 469 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | No change | 6,194 | 465 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthspire Advisors, LLC | History | No change | 6,166 | 463 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 6,132 | 460 | 0.18% | 0.18% | 267 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonebrook Private Inc. | History | No change | 6,096 | 458 | 0.08% | 0.08% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GWN SECURITIES INC. | History | No change | 6,085 | 457 | 0.08% | 0.08% | 269 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gotham Asset Management, LLC | History | No change | 6,089 | 457 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 6,065 | 455 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strategic Blueprint, LLC | History | No change | 6,058 | 455 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 6,027 | 453 | 0.12% | 0.12% | 273 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,685 | 427 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 5,691 | 427 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 5,608 | 421 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 5,566 | 418 | 0.23% | 0.23% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Trust Co | History | No change | 5,557 | 417 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 5,530 | 415 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 5,506 | 413 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Evanson Financial, LLC | History | No change | 5,217 | 392 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 5,178 | 389 | 0.08% | 0.08% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 5,060 | 380 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Confluence Wealth Services, Inc. | History | No change | 5,045 | 379 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| RESOLUTE WEALTH ADVISOR, INC. | History | No change | 5,398 | 379 | 0.22% | 0.22% | 285 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Runnymede Capital Advisors, Inc. | History | No change | 5,017 | 377 | 0.22% | 0.22% | 286 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Retirement Planning Group, LLC | History | No change | 4,914 | 369 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 4,900 | 368 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 4,886 | 367 | 0.02% | 0.02% | 289 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,894 | 367 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PKS Advisory Services, LLC | History | No change | 4,881 | 366 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 4,827 | 361 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Forum Financial Management, LP | History | No change | 4,795 | 360 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneAscent Financial Services LLC | History | No change | 4,778 | 359 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Destiny Wealth Partners, LLC | History | No change | 4,682 | 359 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Flagship Private Wealth, LLC | History | No change | 4,763 | 358 | 0.13% | 0.13% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Columbus Macro, LLC | History | No change | 4,722 | 354 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 4,786 | 352 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 4,767 | 345 | 0.01% | 0.01% | 299 | +173 | 3.77% | Q3 2026 | Oct 09, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 4,578 | 344 | 0.02% | 0.02% | 300 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |