iShares, Inc. - ACWV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
Showing first 300 of 313 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
SEI INVESTMENTS CO History No change 2,745,969 330,143 0.29% 0.29% 1 0 0.0% Q2 2026 Aug 14, 2026
ASPIRIANT, LLC History No change 2,432,810 292,499 7.22% 7.22% 2 0 0.0% Q2 2026 Jul 20, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 1,633,451 196,389 0.15% 0.15% 3 0 0.0% Q2 2026 Sep 09, 2026
BANK OF AMERICA CORP /DE/ History No change 1,181,253 142,021 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 1,170,834 140,769 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 07, 2026
LPL Financial LLC History No change 742,422 89,261 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 07, 2026
1832 Asset Management L.P. History No change 703,180 84,543 0.04% 0.04% 7 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 475,683 57,191 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 13, 2026
MORGAN STANLEY History No change 399,735 48,060 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 13, 2026
JANE STREET GROUP, LLC History No change 208,290 25,042 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 194,067 23,332 0.01% 0.01% 11 0 0.0% Q2 2026 Sep 23, 2026
DORVAL Corp History No change 186,708 22,447 6.46% 6.46% 12 0 0.0% Q2 2026 Jul 24, 2026
BESSEMER GROUP INC History No change 167,514 20,140 0.03% 0.03% 13 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 149,432 17,966 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History No change 135,700 16,346 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 12, 2026
WELLS FARGO & COMPANY/MN History No change 134,472 16,167 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 128,883 15,495 1.96% 1.96% 17 0 0.0% Q2 2026 Jul 31, 2026
HB Wealth Management, LLC History No change 122,463 14,723 0.08% 0.08% 18 0 0.0% Q2 2026 Jul 29, 2026
Ackerman Capital Advisors, LLC History No change 119,876 14,412 2.9% 2.9% 19 0 0.0% Q2 2026 Jul 30, 2026
AMERIPRISE FINANCIAL INC History No change 116,318 13,950 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 111,010 13,346 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 14, 2026
RFP Financial Group LLC History No change 102,954 12,378 5.54% 5.54% 22 0 0.0% Q2 2026 Aug 14, 2026
Tacita Capital Inc History No change 90,522 10,883 5.91% 5.91% 23 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 86,914 10,449 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 86,019 10,342 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 83,911 10,270 0.02% 0.02% 26 0 0.0% Q2 2026 Jul 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 83,306 10,015 0.01% 0.01% 27 0 0.0% Q2 2026 Jul 29, 2026
Dynamic Advisor Solutions LLC History No change 82,172 9,879 0.28% 0.28% 28 0 0.0% Q2 2026 Jul 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 81,481 9,796 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 79,483 9,556 0.03% 0.03% 30 0 0.0% Q2 2026 Jul 28, 2026
TRUIST FINANCIAL CORP History No change 77,853 9,512 0.01% 0.01% 31 0 0.0% Q2 2026 Jul 28, 2026
Beacon Pointe Advisors, LLC History No change 77,599 9,329 0.04% 0.04% 32 0 0.0% Q2 2026 Aug 18, 2026
JONES FINANCIAL COMPANIES LLLP History No change 74,698 8,821 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 69,814 8,394 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 68,179 8,197 0.04% 0.04% 35 0 0.0% Q2 2026 Jul 17, 2026
Cetera Investment Advisers History No change 67,483 8,113 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 67,415 8,105 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 19, 2026
Patriot Financial Group Insurance Agency, LLC History No change 62,489 7,513 0.77% 0.77% 38 0 0.0% Q2 2026 Jul 16, 2026
GLENMEDE TRUST CO NA History No change 57,140 6,869 0.03% 0.03% 39 0 0.0% Q2 2026 Aug 10, 2026
Parkway Wealth Management Group, LLC History No change 56,909 6,842 0.79% 0.79% 40 0 0.0% Q2 2026 Jul 27, 2026
Choate Investment Advisors History No change 49,288 5,925 0.1% 0.1% 41 0 0.0% Q2 2026 Aug 11, 2026
SYM FINANCIAL Corp History No change 48,961 5,886 0.47% 0.47% 42 0 0.0% Q2 2026 Aug 04, 2026
OSAIC HOLDINGS, INC. History No change 48,504 5,832 0.01% 0.01% 43 0 0.0% Q2 2026 Aug 14, 2026
HRT FINANCIAL LP History No change 48,457 5,825 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 14, 2026
IRON Financial LLC History No change 48,127 5,786 2.39% 2.39% 45 0 0.0% Q2 2026 Jul 22, 2026
Apella Capital, LLC History No change 44,992 5,519 0.08% 0.08% 46 0 0.0% Q2 2026 Jul 08, 2026
ALLIANCEBERNSTEIN L.P. History No change 43,433 5,190 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 14, 2026
Noble Wealth Partners LLC History No change 41,131 4,945 4.3% 4.3% 48 0 0.0% Q2 2026 Jul 24, 2026
Cadent Capital Advisors, LLC History No change 35,744 4,297 0.89% 0.89% 49 0 0.0% Q2 2026 Jul 13, 2026
Annex Advisory Services, LLC History No change 35,554 4,274 0.07% 0.07% 50 0 0.0% Q2 2026 Jul 10, 2026
GSG Advisors LLC History No change 34,043 4,092 0.9% 0.9% 51 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 33,667 4,047 0.01% 0.01% 52 0 0.0% Q2 2026 Aug 12, 2026
&PARTNERS History No change 32,124 3,893 0.02% 0.02% 53 0 0.0% Q2 2026 Aug 14, 2026
Creekside Partners History No change 31,684 3,809 1.38% 1.38% 54 0 0.0% Q2 2026 Jul 30, 2026
Empowered Funds, LLC History No change 30,850 3,709 0.02% 0.02% 55 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 30,680 3,688 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 05, 2026
Cambridge Investment Research Advisors, Inc. History No change 30,236 3,635 0.01% 0.01% 57 0 0.0% Q2 2026 Jul 27, 2026
NATIONAL BANK OF CANADA /FI/ History No change 29,924 3,603 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 10, 2026
Merit Financial Group, LLC History No change 29,161 3,506 0.02% 0.02% 59 0 0.0% Q2 2026 Jul 20, 2026
OLD NATIONAL BANCORP /IN/ History No change 28,753 3,456 0.07% 0.07% 60 0 0.0% Q2 2026 Jul 15, 2026
Cambria Investment Management, L.P. History No change 28,263 3,398 0.17% 0.17% 61 0 0.0% Q2 2026 Aug 14, 2026
CAPTRUST FINANCIAL ADVISORS History No change 27,551 3,312 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 13, 2026
K2 Financial Inc. History No change 20,328 2,483 1.75% 1.75% 63 0 0.0% Q2 2026 Jul 21, 2026
Perigon Wealth Management, LLC History No change 20,399 2,452 0.04% 0.04% 64 0 0.0% Q2 2026 Aug 07, 2026
Selby Wealth Management, LLC History No change 20,281 2,438 0.86% 0.86% 65 0 0.0% Q2 2026 Jul 09, 2026
Hudson Oak Wealth Advisory LLC History No change 19,825 2,383 1.84% 1.84% 66 0 0.0% Q2 2026 Jul 21, 2026
Arcus Capital Partners, LLC History No change 17,878 2,149 0.89% 0.89% 67 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 17,475 2,100 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 10, 2026
FWG Investments, LLC. History No change 17,285 2,078 1.1% 1.1% 69 0 0.0% Q2 2026 Jul 28, 2026
PRUDENTIAL PLC History No change 17,000 2,043 0.01% 0.01% 70 0 0.0% Q2 2026 Aug 13, 2026
Lester Murray Antman dba SimplyRich History No change 16,459 1,978 0.46% 0.46% 71 0 0.0% Q2 2026 Jul 31, 2026
Balentine LLC History No change 16,382 1,969 0.07% 0.07% 72 0 0.0% Q2 2026 Aug 06, 2026
CIBC WORLD MARKET INC. History No change 15,655 1,882 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Advisors, LLC History No change 15,441 1,856 0.1% 0.1% 74 0 0.0% Q2 2026 Aug 11, 2026
FMR LLC History No change 15,425 1,854 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
XY Planning Network, Inc. History No change 14,751 1,773 0.22% 0.22% 76 0 0.0% Q2 2026 Jul 14, 2026
Sanctuary Advisors, LLC History No change 14,494 1,742 0.01% 0.01% 77 0 0.0% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History No change 14,417 1,733 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 14, 2026
Savant Capital, LLC History No change 13,006 1,583 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 10, 2026
Visionary Wealth Advisors History No change 13,076 1,572 0.06% 0.06% 80 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 12,843 1,544 0.01% 0.01% 81 0 0.0% Q2 2026 Aug 17, 2026
Clearstead Advisors, LLC History No change 12,830 1,542 0.01% 0.01% 82 0 0.0% Q2 2026 Aug 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 12,797 1,541 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 14, 2026
Chatterton & Associates Inc. History No change 12,333 1,504 0.89% 0.89% 84 0 0.0% Q2 2026 Jul 14, 2026
John A. Wolfe & Associates, Inc. History No change 12,427 1,494 2.06% 2.06% 85 0 0.0% Q2 2026 Jul 29, 2026
Professional Financial Advisors, LLC History No change 11,969 1,439 0.25% 0.25% 86 0 0.0% Q2 2026 Jul 09, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 11,929 1,434 0.03% 0.03% 87 0 0.0% Q2 2026 Jul 14, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 11,727 1,410 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
ARKANSAS FINANCIAL GROUP, INC. History No change 11,493 1,381 0.18% 0.18% 89 0 0.0% Q2 2026 Jul 20, 2026
Portland Financial Advisors Inc History No change 11,328 1,361 2.48% 2.48% 90 0 0.0% Q2 2026 Aug 10, 2026
PLANNING DIRECTIONS INC History No change 11,278 1,355 0.63% 0.63% 91 0 0.0% Q2 2026 Aug 10, 2026
RHUMBLINE ADVISERS History No change 11,158 1,341 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 11, 2026
Csenge Advisory Group History No change 11,040 1,327 0.05% 0.05% 93 0 0.0% Q2 2026 Aug 10, 2026
Creative Planning History No change 11,027 1,325 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 11,010 1,323 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 10,855 1,305 0.02% 0.02% 96 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 10,834 1,302 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 14, 2026
Valmark Advisers, Inc. History No change 10,543 1,267 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 06, 2026
Janney Montgomery Scott LLC History No change 10,486 1,261 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 05, 2026
Alesco Advisors, LLC, An ESL Co History No change 10,441 1,255 0.03% 0.03% 100 0 0.0% Q2 2026 Aug 05, 2026
NewEdge Wealth, LLC History No change 10,393 1,249 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 10, 2026
Diversify Advisory Services, LLC History No change 9,980 1,230 0.02% 0.02% 102 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 9,980 1,230 0.02% 0.02% 103 0 0.0% Q2 2026 Jul 29, 2026
RIK SAYLOR FINANCIAL, INC. History No change 10,167 1,222 0.81% 0.81% 104 0 0.0% Q2 2026 Aug 05, 2026
Ausdal Financial Partners, Inc. History No change 9,683 1,164 0.05% 0.05% 105 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 9,561 1,149 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 07, 2026
Waverly Advisors, LLC History No change 9,499 1,142 0.01% 0.01% 107 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 9,071 1,090 0.03% 0.03% 108 0 0.0% Q2 2026 Aug 13, 2026
WBH ADVISORY INC History No change 8,984 1,080 0.07% 0.07% 109 0 0.0% Q2 2026 Aug 05, 2026
Pinnacle Financial Partners, Inc. History No change 8,826 1,061 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 14, 2026
Connecticut Wealth Management, LLC History No change 8,729 1,049 0.04% 0.04% 111 0 0.0% Q2 2026 Jul 29, 2026
CENTAURUS FINANCIAL, INC. History No change 8,626 1,037 0.04% 0.04% 112 0 0.0% Q2 2026 Aug 17, 2026
Bond & Devick Financial Network, Inc. History No change 8,327 1,001 0.25% 0.25% 113 0 0.0% Q2 2026 Jul 16, 2026
J.W. COLE ADVISORS, INC. History No change 8,318 1,000 0.02% 0.02% 114 0 0.0% Q2 2026 Jul 21, 2026
Integrated Wealth Concepts LLC History No change 8,256 992 0.01% 0.01% 115 0 0.0% Q2 2026 Sep 08, 2026
CITADEL ADVISORS LLC History No change 8,210 987 0.0% 0.0% 116 0 0.0% Q2 2026 Sep 02, 2026
Stratos Wealth Partners, LTD. History No change 7,873 946 0.01% 0.01% 117 0 0.0% Q2 2026 Aug 11, 2026
BROWN BROTHERS HARRIMAN & CO History No change 7,868 945 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 12, 2026
Bellwether Advisors, LLC History No change 7,253 871 0.13% 0.13% 119 0 0.0% Q2 2026 Aug 13, 2026
Milestones Private Investment Advisors LLC History No change 7,190 864 0.69% 0.69% 120 0 0.0% Q2 2026 Jul 24, 2026
Bulwark Capital Corp History No change 7,182 863 0.49% 0.49% 121 0 0.0% Q2 2026 Jul 06, 2026
PFG Advisors History No change 7,104 854 0.04% 0.04% 122 0 0.0% Q2 2026 Jul 16, 2026
Geneos Wealth Management Inc. History No change 7,106 854 0.02% 0.02% 123 0 0.0% Q2 2026 Aug 06, 2026
Concurrent Investment Advisors, LLC History No change 7,047 847 0.01% 0.01% 124 0 0.0% Q2 2026 Jul 27, 2026
Granite Harbor Advisors, Inc. History No change 6,962 836 0.33% 0.33% 125 0 0.0% Q2 2026 Jul 31, 2026
Well Done, LLC History No change 6,922 832 0.11% 0.11% 126 0 0.0% Q2 2026 Jul 24, 2026
GOLDMAN SACHS GROUP INC History No change 6,882 827 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 14, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 6,779 815 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History No change 6,430 773 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 14, 2026
TBH Global Asset Management, LLC History No change 6,370 765 0.14% 0.14% 130 0 0.0% Q2 2026 Aug 05, 2026
MILLENNIUM MANAGEMENT LLC History No change 6,173 742 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 6,152 739 0.01% 0.01% 132 0 0.0% Q2 2026 Jul 17, 2026
PRINCIPAL SECURITIES, INC. History No change 6,038 725 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 04, 2026
Wealthspire Advisors, LLC History No change 5,987 719 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 11, 2026
READYSTATE ASSET MANAGEMENT LP History No change 5,980 718 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 14, 2026
Diversified Enterprises, LLC History No change 5,730 688 0.03% 0.03% 136 0 0.0% Q2 2026 Jul 31, 2026
HSBC HOLDINGS PLC History No change 5,722 687 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 14, 2026
Freedom Investment Management, Inc. History No change 5,692 684 0.19% 0.19% 138 0 0.0% Q2 2026 Aug 10, 2026
United Advisor Group, LLC History No change 5,674 682 0.07% 0.07% 139 0 0.0% Q2 2026 Jul 29, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 5,672 681 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 5,639 677 0.0% 0.0% 141 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 5,535 665 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 05, 2026
Corient Private Wealth LP History No change 5,521 663 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 27, 2026
Bryant Woods Investment Advisors, LLC History No change 5,512 662 0.18% 0.18% 144 0 0.0% Q2 2026 Jul 22, 2026
Wealth Dimensions Group, Ltd. History No change 5,479 658 0.12% 0.12% 145 0 0.0% Q2 2026 Jul 22, 2026
Kingsview Wealth Management, LLC History No change 5,399 649 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 18, 2026
TD Waterhouse Canada Inc. History No change 5,365 645 0.0% 0.0% 147 0 0.0% Q2 2026 Jul 27, 2026
Tempo Wealth, LLC History No change 5,182 623 0.09% 0.09% 148 0 0.0% Q2 2026 Jul 27, 2026
Summit Financial, LLC History No change 5,178 622 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 12, 2026
Armbruster Capital Management, Inc. History No change 5,160 620 0.09% 0.09% 150 0 0.0% Q2 2026 Jul 16, 2026
OneDigital Investment Advisors LLC History No change 5,066 609 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 06, 2026
LifeGoal Investments, LLC History No change 4,994 600 0.27% 0.27% 152 0 0.0% Q2 2026 Jul 08, 2026
CKW FINANCIAL GROUP History No change 4,941 596 0.06% 0.06% 153 0 0.0% Q2 2026 Jul 24, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 4,698 564 0.1% 0.1% 154 0 0.0% Q2 2026 Aug 14, 2026
Aspetuck Financial Management LLC History No change 4,670 561 0.33% 0.33% 155 0 0.0% Q2 2026 Aug 11, 2026
MONECO ADVISORS, LLC History No change 4,645 558 0.03% 0.03% 156 0 0.0% Q2 2026 Aug 11, 2026
Turtle Creek Wealth Advisors, LLC History No change 4,601 553 0.03% 0.03% 157 0 0.0% Q2 2026 Jul 27, 2026
Hyundai Investments Co., Ltd. History No change 4,590 552 0.6% 0.6% 158 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 4,584 551 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 11, 2026
FLOW TRADERS U.S. LLC History No change 4,578 550 0.02% 0.02% 160 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 4,415 541 0.01% 0.01% 161 0 0.0% Q2 2026 Jul 27, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 4,497 540 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 07, 2026
LANDAAS & CO /WI /ADV History No change 4,491 539 0.1% 0.1% 163 0 0.0% Q2 2026 Jul 21, 2026
Private Advisor Group, LLC History No change 4,397 528 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 27, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 4,378 526 0.03% 0.03% 165 0 0.0% Q2 2026 Aug 07, 2026
NORTHERN TRUST CORP History No change 4,290 515 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 4,126 496 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 12, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 4,045 486 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 13, 2026
PDS Planning, Inc History No change 4,030 484 0.03% 0.03% 169 0 0.0% Q2 2026 Aug 05, 2026
World Investment Advisors History No change 3,971 474 0.01% 0.01% 170 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 3,739 449 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 15, 2026
US BANCORP \DE\ History No change 3,656 439 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 3,647 438 0.03% 0.03% 173 0 0.0% Q2 2026 Jul 30, 2026
Stewardship Advisors, LLC History No change 3,650 438 0.09% 0.09% 174 0 0.0% Q2 2026 Jul 20, 2026
Sensible Money, LLC History No change 3,647 438 0.12% 0.12% 175 0 0.0% Q2 2026 Jul 30, 2026
BANK OF MONTREAL /CAN/ History No change 3,643 437 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 12, 2026
Investment Partners Asset Management, Inc. History No change 3,643 437 0.24% 0.24% 177 0 0.0% Q2 2026 Jul 24, 2026
Rathbones Group PLC History No change 3,633 436 0.0% 0.0% 178 0 0.0% Q2 2026 Jul 23, 2026
APPLETON PARTNERS INC/MA History No change 3,575 430 0.03% 0.03% 179 0 0.0% Q2 2026 Jul 21, 2026
Cassady Wealth & Retirement Planning, LLC History No change 3,522 423 0.2% 0.2% 180 0 0.0% Q2 2026 Jul 24, 2026
FAS Wealth Partners, Inc. History No change 3,439 413 0.02% 0.02% 181 0 0.0% Q2 2026 Jul 29, 2026
Van Hulzen Asset Management, LLC History No change 3,357 403 0.03% 0.03% 182 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 3,210 385 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 03, 2026
EASTERN BANK History No change 3,172 381 0.01% 0.01% 184 0 0.0% Q2 2026 Jul 01, 2026
COFG Advisors, LLC History No change 3,042 365 0.06% 0.06% 185 0 0.0% Q2 2026 Aug 14, 2026
PERRYMAN FINANCIAL ADVISORY INC /AD History No change 3,033 364 0.05% 0.05% 186 0 0.0% Q2 2026 Jul 24, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 3,030 364 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 11, 2026
Western Wealth Management, LLC History No change 3,019 362 0.01% 0.01% 188 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 2,933 352 0.03% 0.03% 189 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 2,849 342 0.01% 0.01% 190 0 0.0% Q2 2026 Jul 09, 2026
Keystone Financial Group History No change 2,842 341 0.02% 0.02% 191 0 0.0% Q2 2026 Jul 29, 2026
Stanich Group LLC History No change 2,824 339 0.21% 0.21% 192 0 0.0% Q2 2026 Jul 16, 2026
WPG Advisers, LLC History No change 2,816 338 0.2% 0.2% 193 0 0.0% Q2 2026 Aug 05, 2026
Focus Partners Advisor Solutions, LLC History No change 2,770 333 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 06, 2026
Joel Isaacson & Co., LLC History No change 2,748 330 0.01% 0.01% 195 0 0.0% Q2 2026 Aug 04, 2026
Hilltop Partners LLC History No change 2,737 329 0.08% 0.08% 196 0 0.0% Q2 2026 Aug 05, 2026
Vestment Financial LLC History No change 2,680 326 0.15% 0.15% 197 0 0.0% Q2 2026 Jul 24, 2026
Parisi Gray Wealth Management History No change 2,711 325 0.07% 0.07% 198 0 0.0% Q2 2026 Jul 09, 2026
Steward Partners Investment Advisory, LLC History No change 2,706 325 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 13, 2026
Birchwood Financial Partners, Inc. History No change 2,705 325 0.27% 0.27% 200 0 0.0% Q2 2026 Aug 06, 2026
CVFG LLC History No change 2,670 321 0.03% 0.03% 201 0 0.0% Q2 2026 Aug 11, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 2,569 308 0.02% 0.02% 202 0 0.0% Q2 2026 Jul 15, 2026
Vise Technologies, Inc. History No change 2,531 304 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 10, 2026
First American Bank History No change 2,500 300 0.02% 0.02% 204 0 0.0% Q2 2026 Jul 15, 2026
WP Advisors, LLC History No change 2,405 289 0.07% 0.07% 205 0 0.0% Q2 2026 Jul 29, 2026
Ameritas Advisory Services, LLC History No change 2,385 286 0.01% 0.01% 206 0 0.0% Q2 2026 Aug 14, 2026
First Heartland Consultants, Inc. History No change 2,340 281 0.02% 0.02% 207 0 0.0% Q2 2026 Jul 08, 2026
NorthRock Partners, LLC History No change 2,294 275 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 11, 2026
Lynx Investment Advisory History No change 2,276 273 0.09% 0.09% 209 0 0.0% Q2 2026 Jul 27, 2026
Advisory Services Network, LLC History No change 2,252 270 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 12, 2026
Aureum Wealth Management, LLC History No change 2,250 270 0.17% 0.17% 211 0 0.0% Q2 2026 Jul 22, 2026
Keel Point, LLC History No change 2,234 268 0.02% 0.02% 212 0 0.0% Q2 2026 Aug 14, 2026
Genesis Wealth Advisors, LLC History No change 2,228 267 0.16% 0.16% 213 0 0.0% Q2 2026 Aug 07, 2026
Veery Capital, LLC History No change 2,221 267 0.07% 0.07% 214 0 0.0% Q2 2026 Jul 09, 2026
Argent Trust Co History No change 2,200 264 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 06, 2026
Independent Advisor Alliance History No change 2,188 263 0.01% 0.01% 216 0 0.0% Q2 2026 Aug 12, 2026
CGN Advisors LLC History No change 2,186 262 0.02% 0.02% 217 0 0.0% Q2 2026 Jul 06, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 2,170 260 0.15% 0.15% 218 0 0.0% Q2 2026 Jul 15, 2026
Independent Wealth Network Inc. History No change 2,161 259 0.07% 0.07% 219 0 0.0% Q2 2026 Jul 20, 2026
Graves Light Lenhart Wealth, Inc. History No change 2,145 257 0.02% 0.02% 220 0 0.0% Q2 2026 Jul 07, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 2,136 256 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 23, 2026
Sherman Wealth Management LLC History No change 2,135 256 0.19% 0.19% 222 0 0.0% Q2 2026 Jul 09, 2026
Baird Financial Group, Inc. History No change 2,112 253 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 12, 2026
SFMG, LLC History No change 2,099 252 0.02% 0.02% 224 0 0.0% Q2 2026 Aug 13, 2026
Cresset Asset Management, LLC History No change 2,100 252 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 2,083 250 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 07, 2026
Global Retirement Partners, LLC History No change 2,080 250 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 06, 2026
Operose Advisors LLC History No change 2,080 250 0.05% 0.05% 228 0 0.0% Q2 2026 Aug 13, 2026
CAHILL FINANCIAL ADVISORS INC History No change 2,077 249 0.02% 0.02% 229 0 0.0% Q2 2026 Aug 11, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 1,943 245 0.08% 0.08% 230 0 0.0% Q2 2026 Aug 13, 2026
CALTON & ASSOCIATES, INC. History No change 2,031 244 0.04% 0.04% 231 0 0.0% Q2 2026 Aug 10, 2026
PATTEN & PATTEN INC/TN History No change 2,018 242 0.01% 0.01% 232 0 0.0% Q2 2026 Aug 05, 2026
PETRA FINANCIAL ADVISORS INC History No change 2,006 241 0.11% 0.11% 233 0 0.0% Q2 2026 Jul 24, 2026
Soltis Investment Advisors LLC History No change 1,941 233 0.01% 0.01% 234 0 0.0% Q2 2026 Jul 31, 2026
Lee Financial Co History No change 1,934 232 0.03% 0.03% 235 0 0.0% Q2 2026 Jul 22, 2026
RFG Advisory, LLC History No change 1,922 231 0.0% 0.0% 236 0 0.0% Q2 2026 Jul 15, 2026
Daner Wealth Management, LLC History No change 1,795 227 0.12% 0.12% 237 0 0.0% Q2 2026 Aug 14, 2026
Sunrise Financial Services, LLC History No change 1,894 227 0.13% 0.13% 238 0 0.0% Q2 2026 Aug 12, 2026
OneAscent Wealth Management LLC History No change 1,866 224 0.07% 0.07% 239 0 0.0% Q2 2026 Aug 11, 2026
Mascoma Wealth Management LLC History No change 1,860 223 0.04% 0.04% 240 0 0.0% Q2 2026 Jul 24, 2026
Trilogy Capital Inc. History No change 1,814 218 0.01% 0.01% 241 0 0.0% Q2 2026 Jul 02, 2026
Ferguson Shapiro LLC History No change 1,818 218 0.06% 0.06% 242 0 0.0% Q2 2026 Jul 09, 2026
JMG Financial Group, Ltd. History No change 1,738 208 0.01% 0.01% 243 0 0.0% Q2 2026 Jul 31, 2026
Oliver Luxxe Assets LLC History No change 1,733 208 0.03% 0.03% 244 0 0.0% Q2 2026 Jul 09, 2026
Syntegra Private Wealth Group, LLC History No change 1,723 207 0.02% 0.02% 245 0 0.0% Q2 2026 Jul 15, 2026
Vanguard National Trust Co History No change 1,726 207 0.01% 0.01% 246 0 0.0% Q2 2026 Aug 13, 2026
CFM WEALTH PARTNERS LLC History No change 1,708 205 0.03% 0.03% 247 0 0.0% Q2 2026 Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 1,360 163 0.0% 0.0% 248 0 0.0% Q2 2026 Aug 13, 2026
EP Wealth Advisors, LLC History No change 1,325 159 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 11, 2026
Pacific Center for Financial Services History No change 1,287 154 0.03% 0.03% 250 0 0.0% Q2 2026 Aug 05, 2026
AdvisorNet Financial, Inc History No change 1,227 147 0.01% 0.01% 251 0 0.0% Q2 2026 Jul 23, 2026
Allworth Financial LP History No change 1,018 122 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Advisory Services, LLC History No change 1,011 121 0.01% 0.01% 253 0 0.0% Q2 2026 Jul 23, 2026
Colonial Trust Advisors History No change 1,000 120 0.01% 0.01% 254 0 0.0% Q2 2026 Aug 11, 2026
Smartleaf Asset Management LLC History No change 980 118 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 958 115 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 04, 2026
Wealth Enhancement Trust Services, Inc. History No change 905 108 0.01% 0.01% 257 0 0.0% Q2 2026 Jul 22, 2026
Cape Investment Advisory, Inc. History No change 889 106 0.03% 0.03% 258 0 0.0% Q2 2026 Jul 23, 2026
Holos Integrated Wealth LLC History No change 854 104 0.05% 0.05% 259 0 0.0% Q2 2026 Jul 15, 2026
Spire Wealth Management History No change 787 94 0.0% 0.0% 260 0 0.0% Q2 2026 Jul 15, 2026
Silver Grove Financial Group, Inc. History No change 783 94 0.05% 0.05% 261 0 0.0% Q2 2026 Aug 13, 2026
MATHER GROUP, LLC. History No change 745 89 0.0% 0.0% 262 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 738 88 0.01% 0.01% 263 0 0.0% Q2 2026 Jul 28, 2026
ASSETMARK, INC History No change 694 83 0.0% 0.0% 264 0 0.0% Q2 2026 Jul 30, 2026
Tidemark, LLC History No change 656 78 0.02% 0.02% 265 0 0.0% Q2 2026 Aug 10, 2026
Parallel Advisors, LLC History No change 627 75 0.0% 0.0% 266 0 0.0% Q2 2026 Aug 05, 2026
Capital Analysts, LLC History No change 555 67 0.0% 0.0% 267 0 0.0% Q2 2026 Aug 05, 2026
IFP Advisors, Inc History No change 564 67 0.0% 0.0% 268 0 0.0% Q2 2026 Jul 20, 2026
Triumph Capital Management History No change 548 65 0.01% 0.01% 269 0 0.0% Q2 2026 Jul 20, 2026
Federation des caisses Desjardins du Quebec History No change 468 56 0.0% 0.0% 270 0 0.0% Q2 2026 Aug 13, 2026
Dunhill Financial, LLC History No change 426 51 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 07, 2026
Sachetta, LLC History No change 411 49 0.02% 0.02% 272 0 0.0% Q2 2026 Jul 15, 2026
TOTH FINANCIAL ADVISORY CORP History No change 393 47 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 14, 2026
VSM Wealth Advisory, LLC History No change 388 46 0.01% 0.01% 274 0 0.0% Q2 2026 Jul 22, 2026
Cornerstone Planning Group LLC History No change 306 37 0.0% 0.0% 275 0 0.0% Q2 2026 Jul 29, 2026
Medallion Wealth Advisors, LLC History No change 315 37 0.01% 0.01% 276 0 0.0% Q2 2026 Aug 14, 2026
LANARK FINANCIAL, INC. History No change 294 35 0.0% 0.0% 277 0 0.0% Q2 2026 Jul 21, 2026
CENTRAL TRUST Co History No change 269 32 0.0% 0.0% 278 0 0.0% Q2 2026 Jul 31, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 230 27 0.0% 0.0% 279 0 0.0% Q2 2026 Jul 28, 2026
Synergy Investment Management, LLC History No change 224 27 0.01% 0.01% 280 0 0.0% Q2 2026 Aug 14, 2026
Polaris Financial Partners History New 243 24 0.01% — 281 +243 New Q3 2026 Oct 02, 2026
Basepoint Wealth LLC History No change 194 23 0.01% 0.01% 282 0 0.0% Q2 2026 Aug 10, 2026
AMERIFLEX GROUP, INC. History No change 182 21 0.01% 0.01% 283 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 161 19 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 13, 2026
CALDWELL SUTTER CAPITAL, INC. History No change 162 19 0.01% 0.01% 285 0 0.0% Q2 2026 Aug 05, 2026
GHP Investment Advisors, Inc. History No change 161 19 0.0% 0.0% 286 0 0.0% Q2 2026 Jul 17, 2026
Aptus Capital Advisors, LLC History No change 155 18 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 12, 2026
GAMMA Investing LLC History No change 154 18 0.0% 0.0% 288 0 0.0% Q2 2026 Jul 07, 2026
Vermillion Wealth Management, Inc. History No change 147 17 0.0% 0.0% 289 0 0.0% Q2 2026 Jul 15, 2026
Buck Wealth Strategies, LLC History No change 128 15 0.0% 0.0% 290 0 0.0% Q2 2026 Jul 30, 2026
TOP Private Wealth LLC. History No change 109 13 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 13, 2026
TRUST CO OF VERMONT History No change 103 12 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 102 12 0.0% 0.0% 293 0 0.0% Q2 2026 Jul 23, 2026
Crewe Advisors LLC History No change 100 12 0.0% 0.0% 294 0 0.0% Q2 2026 Jul 23, 2026
Investors Research Corp History No change 99 11 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 10, 2026
First Pacific Financial History No change 87 10 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 20, 2026
Continuum Advisory, LLC History No change 77 9 0.0% 0.0% 297 0 0.0% Q2 2026 Aug 06, 2026
Blue Trust, Inc. History No change 78 9 0.0% 0.0% 298 0 0.0% Q2 2026 Jul 21, 2026
Coston, McIsaac & Partners History No change 67 8 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 12, 2026
BARRETT & COMPANY, INC. History No change 60 7 0.0% 0.0% 300 0 0.0% Q2 2026 Jul 24, 2026