iSHARES TRUST - AAXJ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 3,183,009 | 373,908 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 2,384,364 | 284,526 | 6.61% | 6.61% | 2 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MORGAN STANLEY | History | No change | 1,281,315 | 152,899 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| J.Safra Asset Management Corp | History | No change | 874,689 | 104,376 | 4.81% | 4.81% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 655,751 | 78,250 | 0.53% | 0.53% | 5 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Horizon Investments, LLC | History | No change | 650,335 | 77,604 | 0.85% | 0.85% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 594,808 | 70,978 | 0.09% | 0.09% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PGIM Custom Harvest LLC | History | No change | 482,898 | 57,624 | 0.72% | 0.72% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | History | No change | 397,864 | 47,477 | 1.95% | 1.95% | 9 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 348,109 | 41,539 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BFI Infinity Ltd. | History | No change | 315,265 | 37,620 | 11.17% | 11.17% | 11 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 267,295 | 31,438 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 258,176 | 30,808 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 221,238 | 26,400 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 213,109 | 25,430 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 208,265 | 24,852 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | No change | 200,040 | 23,870 | 0.51% | 0.51% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Endowment Management, LP | History | No change | 150,034 | 17,904 | 1.81% | 1.81% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Saudi Central Bank | History | No change | 144,151 | 15,829 | 0.21% | 0.21% | 19 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 130,740 | 15,601 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 130,606 | 15,585 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | History | No change | 127,436 | 15,206 | 1.88% | 1.88% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 124,900 | 14,904 | 1.69% | 1.69% | 23 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MARSHALL WACE, LLP | History | No change | 122,966 | 14,673 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GFS Advisors, LLC | History | No change | 101,080 | 12,061 | 1.27% | 1.27% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 98,477 | 11,751 | 0.19% | 0.19% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 98,508 | 11,429 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Banco Santander, S.A. | History | No change | 94,725 | 11,303 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| James Hambro & Partners LLP | History | No change | 88,915 | 10,617 | 0.38% | 0.38% | 29 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITIGROUP INC | History | No change | 85,342 | 10,183 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Palisades Hudson Asset Management, L.P. | History | No change | 85,009 | 10,144 | 3.55% | 3.55% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Activest Wealth Management | History | No change | 82,935 | 9,896 | 1.91% | 1.91% | 32 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 79,720 | 9,512 | 0.13% | 0.13% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kera Capital Partners, Inc. | History | No change | 79,372 | 9,471 | 0.91% | 0.91% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 74,842 | 8,932 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVICTUS PRIVATE WEALTH, LLC | History | No change | 73,253 | 8,741 | 0.47% | 0.47% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Corient Private Wealth LP | History | No change | 69,595 | 8,304 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Cetera Investment Advisers | History | No change | 60,921 | 7,269 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 60,099 | 7,171 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 59,584 | 7,110 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 59,210 | 7,065 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 56,000 | 6,682 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| EFG International AG | History | No change | 55,763 | 6,656 | 0.12% | 0.12% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAI Capital Management | History | No change | 48,415 | 5,777 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | No change | 48,381 | 5,773 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 46,855 | 5,591 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| BAILARD, INC. | History | No change | 46,317 | 5,527 | 0.11% | 0.11% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Rothschild & Co Wealth Management UK Ltd | History | No change | 44,713 | 5,335 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BROWN ADVISORY INC | History | No change | 43,637 | 5,207 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 42,576 | 5,080 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moneda S.A. Administradora General de Fondos | History | No change | 42,108 | 5,024 | 4.12% | 4.12% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 41,946 | 5,005 | 0.09% | 0.09% | 52 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JANE STREET GROUP, LLC | History | No change | 41,166 | 4,912 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 36,840 | 4,396 | 0.08% | 0.08% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nicholas Hoffman & Company, LLC. | History | No change | 36,352 | 4,337 | 0.09% | 0.09% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SPINNAKER TRUST | History | No change | 35,020 | 4,178 | 0.2% | 0.2% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 33,957 | 4,052 | 0.55% | 0.55% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRUDENTIAL PLC | History | No change | 33,364 | 3,981 | 0.02% | 0.02% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rathbones Group PLC | History | No change | 31,844 | 3,799 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 30,700 | 3,663 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 30,000 | 3,579 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BESSEMER GROUP INC | History | No change | 27,704 | 3,306 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 27,075 | 3,230 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pathway Financial Advisors LLC | History | No change | 28,251 | 3,218 | 0.38% | 0.38% | 64 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| National Philanthropic Trust | History | No change | 26,852 | 3,204 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evercore Wealth Management, LLC | History | No change | 25,985 | 3,100 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 25,862 | 3,086 | 0.44% | 0.44% | 67 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 25,050 | 2,989 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ACIMA PRIVATE WEALTH, LLC | History | Added to | 25,241 | 2,938 | 0.85% | 0.87% | 69 | +193 | 0.77% | Q3 2026 | Oct 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 23,958 | 2,858 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMERCE BANK | History | No change | 23,954 | 2,858 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 23,864 | 2,847 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 23,810 | 2,841 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| iA Global Asset Management Inc. | History | No change | 23,265 | 2,776 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | No change | 22,964 | 2,740 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 21,946 | 2,618 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Journey Advisory Group, LLC | History | No change | 21,623 | 2,580 | 0.2% | 0.2% | 77 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 21,352 | 2,508 | 0.03% | 0.03% | 78 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| swisspartners Advisors Ltd | History | No change | 20,255 | 2,416 | 1.63% | 1.63% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Proficio Capital Partners LLC | History | No change | 19,346 | 2,308 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 19,203 | 2,291 | 0.12% | 0.12% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gruss & Co., LLC | History | No change | 19,000 | 2,267 | 5.56% | 5.56% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Insight Wealth Partners, LLC | History | No change | 18,578 | 2,216 | 0.3% | 0.3% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 17,981 | 2,145 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Climber Capital SA | History | No change | 21,087 | 2,026 | 1.24% | 1.24% | 85 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 16,607 | 1,981 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 16,482 | 1,966 | 0.16% | 0.16% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modern Wealth Management, LLC | History | No change | 16,230 | 1,936 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 15,884 | 1,895 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | No change | 17,048 | 1,872 | 0.88% | 0.88% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | No change | 14,955 | 1,784 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Focus Partners Wealth | History | No change | 14,744 | 1,759 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 13,161 | 1,570 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 13,059 | 1,558 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 12,859 | 1,534 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Betterment LLC | History | No change | 12,648 | 1,509 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 12,545 | 1,496 | 0.06% | 0.06% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 11,800 | 1,408 | 0.76% | 0.76% | 98 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,789 | 1,406 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 11,703 | 1,396 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,979 | 1,310 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 10,655 | 1,271 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First Growth Capital LLC | History | No change | 10,589 | 1,263 | 0.96% | 0.96% | 103 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HB Wealth Management, LLC | History | No change | 10,546 | 1,258 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Advisory Alpha, LLC | History | No change | 10,085 | 1,203 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regatta Research & Money Management | History | No change | 8,983 | 1,071 | 1.01% | 1.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 8,764 | 1,045 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAMELOT TECHNOLOGY ADVISORS, INC. | History | No change | 8,721 | 1,040 | 0.7% | 0.7% | 108 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Independent Wealth Network Inc. | History | No change | 8,705 | 1,038 | 0.26% | 0.26% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 8,243 | 983 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,130 | 970 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ballentine Partners, LLC | History | No change | 7,914 | 944 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HSBC HOLDINGS PLC | History | No change | 7,787 | 929 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Finley Financial, LLC | History | No change | 7,395 | 882 | 0.35% | 0.35% | 114 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,256 | 865 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCS Capital Management LLC | History | No change | 6,859 | 818 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vontobel Holding Ltd. | History | No change | 6,828 | 814 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 6,693 | 798 | 0.03% | 0.03% | 118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 6,506 | 776 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accredited Investors Inc. | History | No change | 6,389 | 762 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Retirement Planning Group, LLC | History | No change | 6,139 | 732 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHSTAR ASSET MANAGEMENT Co | History | No change | 6,550 | 719 | 0.14% | 0.14% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 6,310 | 711 | 0.29% | 0.29% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 5,912 | 705 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 5,842 | 697 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,695 | 679 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Summa Corp. | History | No change | 5,500 | 656 | 0.21% | 0.21% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 5,321 | 634 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BigSur Wealth Management LLC | History | No change | 5,260 | 627 | 0.15% | 0.15% | 129 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WESPAC Advisors, LLC | History | No change | 5,048 | 602 | 0.29% | 0.29% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 5,018 | 598 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cedarwood Wealth LLC | History | No change | 4,962 | 592 | 0.45% | 0.45% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 4,917 | 586 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 4,838 | 577 | 0.07% | 0.07% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 4,800 | 572 | 0.22% | 0.22% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 4,796 | 572 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IEQ CAPITAL, LLC | History | No change | 4,760 | 567 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | No change | 4,704 | 561 | 0.28% | 0.28% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALTFEST L J & CO INC | History | No change | 4,588 | 547 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NewEdge Advisors, LLC | History | No change | 4,563 | 544 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KPP Advisory Services LLC | History | No change | 4,545 | 542 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Breakwater Investment Management | History | No change | 4,547 | 542 | 0.18% | 0.18% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 4,496 | 536 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 4,590 | 533 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEBSTER BANK, N. A. | History | No change | 4,353 | 519 | 0.05% | 0.05% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 4,266 | 509 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARCLAYS PLC | History | No change | 4,177 | 498 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRITONPOINT WEALTH, LLC | History | No change | 4,020 | 479 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TritonPoint Partners, LLC | History | No change | 4,020 | 479 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 3,988 | 475 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Composition Wealth, LLC | History | No change | 3,776 | 450 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 3,645 | 434 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| E&G Advisors, LLC | History | No change | 3,636 | 433 | 0.08% | 0.08% | 153 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Yoffe Investment Management, LLC | History | No change | 3,592 | 428 | 0.49% | 0.49% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Americana Partners, LLC | History | No change | 3,532 | 421 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,401 | 405 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foster Group, Inc. | History | No change | 3,400 | 405 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 3,308 | 394 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 3,196 | 381 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard National Trust Co | History | No change | 3,039 | 362 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 3,021 | 360 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DRW Securities, LLC | History | No change | 3,004 | 358 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 2,835 | 338 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LVW Advisors, LLC | History | No change | 2,709 | 323 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savant Capital, LLC | History | No change | 2,552 | 304 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Saranac Partners Ltd | History | No change | 2,500 | 298 | 0.09% | 0.09% | 166 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 2,457 | 293 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Russell Investments Group, Ltd. | History | No change | 2,431 | 289 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONECO ADVISORS, LLC | History | No change | 2,118 | 252 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| First Pacific Financial | History | No change | 2,080 | 248 | 0.03% | 0.03% | 170 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | No change | 2,028 | 242 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DENVER WEALTH MANAGEMENT, INC. | History | No change | 1,993 | 237 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,983 | 236 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 1,983 | 236 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 4WEALTH ADVISORS, INC. | History | No change | 1,968 | 231 | 0.18% | 0.18% | 175 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 1,933 | 230 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| PMC FIG Opportunities LLC | History | No change | 426 | 219 | 0.35% | 0.35% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 1,815 | 216 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 1,704 | 203 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,693 | 202 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CITY NATIONAL BANK OF FLORIDA /MSD | History | No change | 1,690 | 201 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,715 | 200 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WHITTIER TRUST CO | History | No change | 1,355 | 159 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 1,194 | 142 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UMB Bank, n.a. | History | No change | 1,133 | 135 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forum Finance Group S.A. | History | No change | 1,290 | 124 | 0.04% | 0.04% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 872 | 104 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 717 | 85 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 708 | 84 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Grove Bank & Trust | History | No change | 704 | 84 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 687 | 81 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dunhill Financial, LLC | History | No change | 607 | 72 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 476 | 56 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 366 | 43 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 350 | 41 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 314 | 37 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Miller Capital Partners, Inc. | History | No change | 306 | 36 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 296 | 35 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 276 | 32 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 276 | 32 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 250 | 29 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independence Bank of Kentucky | History | No change | 242 | 28 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Triumph Capital Management | History | No change | 226 | 26 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 220 | 26 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Boreal Capital Management LLC | History | No change | 216 | 25 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 201 | 23 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 200 | 23 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 200 | 23 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TD Capital Management LLC | History | No change | 168 | 20 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TSFG, LLC | History | No change | 143 | 17 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 121 | 14 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Banque Cantonale Vaudoise | History | No change | 85,821 | 10 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | No change | 70 | 8 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AE Wealth Management LLC | History | No change | 73 | 8 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | No change | 46 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 50 | 5 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 44 | 5 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 47 | 5 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SYM FINANCIAL Corp | History | No change | 30 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WPG Advisers, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |