iSHARES TRUST - ACWX
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 | 6,909,754 | 525,901 | 0.03% | 0.03% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 6,762,295 | 514,678 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 5,384,860 | 407,203 | 4.86% | 5.11% | 3 | -111,441 | -2.03% | Q3 2026 | Oct 05, 2026 |
| BlackRock, Inc. | History | No change | 4,661,274 | 354,769 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 3,525,825 | 268,350 | 0.03% | 0.03% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,621,489 | 199,521 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 2,602,699 | 196,477 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 2,207,262 | 167,994 | 12.94% | 12.94% | 8 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,055,783 | 156,432 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 1,895,268 | 144,248 | 0.15% | 0.15% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GERMAN AMERICAN BANCORP, INC. | History | No change | 1,776,727 | 135,226 | 10.16% | 10.16% | 11 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cerity Partners LLC | History | No change | 1,658,498 | 126,228 | 0.15% | 0.15% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,598,588 | 121,668 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,593,393 | 121,273 | 0.03% | 0.03% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Winthrop Advisory Group LLC | History | No change | 1,382,668 | 105,234 | 7.09% | 7.09% | 15 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sageworth Trust Co | History | No change | 1,378,607 | 104,925 | 4.13% | 4.13% | 16 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 1,291,719 | 98,312 | 2.96% | 2.96% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,180,155 | 89,821 | 0.49% | 0.49% | 18 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 1,089,303 | 82,906 | 0.37% | 0.37% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,058,551 | 80,566 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calamos Wealth Management LLC | History | No change | 1,038,642 | 79,051 | 2.39% | 2.39% | 21 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abundance Wealth Counselors | History | No change | 1,033,676 | 78,673 | 5.11% | 5.11% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TOMPKINS FINANCIAL CORP | History | Added to | 1,036,823 | 78,404 | 5.52% | 5.24% | 23 | +53,932 | 5.49% | Q3 2026 | Oct 05, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 1,002,144 | 76,273 | 0.46% | 0.46% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TLWM | History | No change | 942,276 | 71,716 | 11.66% | 11.66% | 25 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 915,931 | 69,711 | 0.11% | 0.11% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WESBANCO BANK INC | History | No change | 829,770 | 63,153 | 1.57% | 1.57% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 734,273 | 55,885 | 0.32% | 0.32% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 711,356 | 54,141 | 0.17% | 0.17% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 685,833 | 52,198 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMG National Trust Bank | History | No change | 680,618 | 51,801 | 1.06% | 1.06% | 31 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Johnson Financial Group, Inc. | History | No change | 675,748 | 51,431 | 1.69% | 1.69% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 661,607 | 50,354 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 613,805 | 46,716 | 0.05% | 0.05% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 584,590 | 44,493 | 0.28% | 0.28% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 578,518 | 44,031 | 5.26% | 5.26% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WHI TRUST Co LLC | History | No change | 551,632 | 41,984 | 27.13% | 27.13% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 530,928 | 40,408 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 527,232 | 40,127 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 520,297 | 39,601 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 487,433 | 37,098 | 0.17% | 0.17% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 486,100 | 36,997 | 0.7% | 0.7% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 474,488 | 36,113 | 0.04% | 0.04% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 471,227 | 35,865 | 0.09% | 0.09% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 462,777 | 35,221 | 4.05% | 4.05% | 45 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Advisors Network LLC | History | No change | 461,427 | 35,119 | 1.61% | 1.61% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 461,045 | 35,090 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Resolute Advisors LLC | History | No change | 459,272 | 34,955 | 8.37% | 8.37% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | No change | 455,763 | 34,688 | 0.16% | 0.16% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 484,021 | 33,140 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 432,859 | 32,944 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 429,621 | 32,698 | 0.16% | 0.16% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 425,907 | 32,415 | 0.43% | 0.43% | 53 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 414,366 | 31,537 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 401,044 | 30,523 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advus Financial Partners, LLC | History | No change | 393,241 | 29,929 | 8.53% | 8.53% | 56 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Financial Council, LLC | History | No change | 392,461 | 29,870 | 9.69% | 9.69% | 57 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 388,452 | 29,565 | 0.1% | 0.1% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 383,334 | 29,175 | 0.15% | 0.15% | 59 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BROWN ADVISORY INC | History | No change | 375,076 | 28,547 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 373,313 | 28,412 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pathstone Holdings, LLC | History | No change | 335,085 | 25,503 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 327,576 | 24,931 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Heritage Wealth Advisors | History | No change | 308,971 | 23,515 | 0.81% | 0.81% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 301,412 | 22,940 | 0.14% | 0.14% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 298,550 | 22,722 | 1.35% | 1.35% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JENNISON ASSOCIATES LLC | History | No change | 296,085 | 22,535 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Madrona Financial Services, LLC | History | No change | 294,338 | 22,402 | 4.13% | 4.13% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 293,334 | 22,325 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 291,901 | 22,216 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 288,379 | 21,948 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 285,463 | 21,726 | 0.21% | 0.21% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 284,351 | 21,642 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atwater Malick LLC | History | No change | 284,196 | 21,630 | 4.71% | 4.71% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 287,888 | 21,591 | 2.84% | 2.84% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 270,792 | 20,609 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 263,933 | 20,087 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 262,509 | 19,979 | 0.06% | 0.06% | 78 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 253,532 | 19,296 | 0.03% | 0.03% | 79 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 252,788 | 19,239 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Private Trust Co. | History | No change | 226,336 | 17,226 | 0.95% | 0.95% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| One Wealth Advisors, LLC | History | No change | 222,260 | 16,916 | 1.87% | 1.87% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 222,202 | 16,911 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WHITTIER TRUST CO | History | No change | 214,683 | 16,408 | 0.16% | 0.16% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 214,141 | 16,298 | 5.12% | 5.12% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Spire Wealth Management | History | No change | 212,797 | 16,196 | 0.49% | 0.49% | 86 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BAILARD, INC. | History | No change | 208,194 | 15,845 | 0.32% | 0.32% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Granite Bay Wealth Management, LLC | History | No change | 208,191 | 15,845 | 1.46% | 1.46% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 206,468 | 15,714 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| FSA WEALTH PARTNERS, INC. | History | No change | 205,056 | 15,606 | 3.91% | 3.91% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FMR LLC | History | No change | 200,738 | 15,278 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CMH Wealth Management LLC | History | No change | 200,223 | 15,238 | 2.32% | 2.32% | 92 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ASSETMARK, INC | History | No change | 199,778 | 15,205 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 198,583 | 15,114 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 198,150 | 15,082 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 195,596 | 14,886 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 194,071 | 14,770 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 192,228 | 14,630 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FFG Partners, LLC | History | No change | 184,025 | 14,006 | 3.97% | 3.97% | 99 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KINTRA WEALTH, LLC | History | No change | 176,942 | 13,785 | 0.72% | 0.72% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pitcairn Wealth Advisors LLC | History | No change | 179,937 | 13,695 | 1.5% | 1.5% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 181,150 | 13,627 | 0.91% | 0.91% | 102 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| St. Louis Trust Co | History | No change | 66,221 | 13,031 | 1.49% | 1.49% | 103 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 166,228 | 12,651 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CUMBERLAND ADVISORS INC | History | No change | 165,185 | 12,572 | 4.43% | 4.43% | 105 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | No change | 164,531 | 12,522 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassia Capital Partners, LLC | History | No change | 164,223 | 12,498 | 6.06% | 6.06% | 107 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | No change | 163,166 | 12,418 | 0.12% | 0.12% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 162,410 | 12,361 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 161,245 | 12,272 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Trust Co | History | No change | 159,412 | 12,132 | 1.09% | 1.09% | 111 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 157,333 | 11,916 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 145,651 | 11,085 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 143,228 | 10,901 | 0.94% | 0.94% | 114 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ICONIQ Capital, LLC | History | No change | 139,999 | 10,655 | 0.31% | 0.31% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 139,345 | 10,605 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Hopwood Financial Services, Inc. | History | No change | 138,864 | 10,568 | 6.12% | 6.12% | 117 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | No change | 136,270 | 10,371 | 0.58% | 0.58% | 118 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 135,300 | 10,297 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 135,628 | 10,244 | 0.29% | 0.29% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TODD ASSET MANAGEMENT LLC | History | No change | 133,091 | 10,129 | 0.18% | 0.18% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arcus Capital Partners, LLC | History | No change | 131,881 | 10,037 | 4.15% | 4.15% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 130,936 | 9,965 | 0.1% | 0.1% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 129,848 | 9,882 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Midwestern Financial, LLC /IA | History | No change | 127,559 | 9,708 | 6.8% | 6.8% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 126,808 | 9,651 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 125,108 | 9,521 | 1.49% | 1.49% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 124,783 | 9,497 | 0.41% | 0.41% | 128 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 123,808 | 9,423 | 0.43% | 0.43% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 123,648 | 9,410 | 0.07% | 0.07% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 123,633 | 9,410 | 0.83% | 0.83% | 131 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 122,027 | 9,287 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 121,980 | 9,283 | 0.31% | 0.31% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DRW Securities, LLC | History | No change | 119,531 | 9,097 | 0.22% | 0.22% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 118,529 | 9,021 | 0.1% | 0.1% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 118,365 | 9,008 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 110,022 | 8,373 | 0.1% | 0.1% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 107,737 | 8,199 | 0.04% | 0.04% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Procyon Advisors, LLC | History | No change | 107,458 | 8,178 | 0.35% | 0.35% | 139 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EASTERN BANK | History | Added to | 107,035 | 8,094 | 0.12% | 0.12% | 140 | +317 | 0.3% | Q3 2026 | Oct 05, 2026 |
| Clarendon Private LLC | History | No change | 105,929 | 8,062 | 5.18% | 5.18% | 141 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 102,994 | 7,838 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 102,415 | 7,794 | 0.43% | 0.43% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apella Capital, LLC | History | No change | 102,070 | 7,669 | 0.11% | 0.11% | 144 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Hobbs Wealth Management, LLC | History | No change | 100,223 | 7,627 | 6.45% | 6.45% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 100,000 | 7,611 | 0.46% | 0.46% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 99,905 | 7,603 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RHUMBLINE ADVISERS | History | No change | 95,199 | 7,245 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M1 Capital Management LLC | History | No change | 94,725 | 7,209 | 2.66% | 2.66% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 92,408 | 7,033 | 0.12% | 0.12% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Blue Trust, Inc. | History | No change | 91,099 | 6,933 | 0.07% | 0.07% | 151 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SSI INVESTMENT MANAGEMENT LLC | History | No change | 90,018 | 6,851 | 0.4% | 0.4% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 90,000 | 6,849 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STAGE HARBOR FINANCIAL, LLC | History | No change | 88,140 | 6,708 | 3.88% | 3.88% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 88,072 | 6,703 | 0.04% | 0.04% | 155 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Belpointe Asset Management LLC | History | No change | 86,989 | 6,620 | 0.22% | 0.22% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 86,156 | 6,557 | 0.29% | 0.29% | 157 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gen-Wealth Partners Inc | History | No change | 86,103 | 6,553 | 1.82% | 1.82% | 158 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 84,901 | 6,461 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Marex Group Ltd | History | No change | 84,232 | 6,410 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Waterloo Capital, L.P. | History | No change | 84,173 | 6,406 | 0.36% | 0.36% | 161 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Smith & Howard Wealth Management, LLC | History | No change | 84,013 | 6,394 | 1.27% | 1.27% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 82,628 | 6,288 | 5.33% | 5.33% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 82,012 | 6,241 | 0.23% | 0.23% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 81,600 | 6,210 | 0.98% | 0.98% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 81,496 | 6,202 | 0.1% | 0.1% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Adams Wealth Management | History | No change | 80,695 | 6,141 | 1.18% | 1.18% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | No change | 80,695 | 6,141 | 0.99% | 0.99% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Investment Research Partners LLC | History | No change | 80,389 | 6,118 | 2.07% | 2.07% | 169 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 80,259 | 6,108 | 1.44% | 1.44% | 170 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BIP Wealth, LLC | History | No change | 79,491 | 6,050 | 0.17% | 0.17% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 79,242 | 6,031 | 6.5% | 6.5% | 172 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ehrenkranz Partners L.P. | History | No change | 78,989 | 6,011 | 3.47% | 3.47% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| &PARTNERS | History | No change | 77,481 | 5,997 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONNABLE OFFICE INC | History | No change | 77,461 | 5,895 | 0.52% | 0.52% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ballentine Partners, LLC | History | No change | 76,071 | 5,789 | 0.07% | 0.07% | 176 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Hopwood Nicholas Hunter | History | No change | 74,935 | 5,703 | 1.56% | 1.56% | 177 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Presidio Capital Management, LLC | History | No change | 74,914 | 5,701 | 1.43% | 1.43% | 178 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 74,451 | 5,666 | 0.11% | 0.11% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sharkey, Howes & Javer | History | No change | 74,443 | 5,665 | 0.68% | 0.68% | 180 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| EPIQ PARTNERS, LLC | History | No change | 73,931 | 5,626 | 2.39% | 2.39% | 181 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 73,857 | 5,621 | 0.12% | 0.12% | 182 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 73,422 | 5,588 | 0.07% | 0.07% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rathbones Group PLC | History | No change | 72,888 | 5,547 | 0.02% | 0.02% | 184 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FourThought Financial Partners, LLC | History | No change | 72,846 | 5,544 | 0.43% | 0.43% | 185 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asempa Wealth Advisors | History | No change | 72,557 | 5,522 | 4.12% | 4.12% | 186 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 71,957 | 5,476 | 2.24% | 2.24% | 187 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 70,304 | 5,350 | 0.07% | 0.07% | 188 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tradition Wealth Management, LLC | History | No change | 69,343 | 5,277 | 0.32% | 0.32% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 68,340 | 5,199 | 0.04% | 0.04% | 190 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 67,953 | 5,171 | 0.04% | 0.04% | 191 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empowered Funds, LLC | History | No change | 66,196 | 5,038 | 0.03% | 0.03% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 65,889 | 5,014 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NDWM LLC | History | No change | 62,953 | 4,791 | 2.81% | 2.81% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 63,160 | 4,745 | 0.09% | 0.09% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 62,015 | 4,719 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | No change | 61,694 | 4,695 | 0.24% | 0.24% | 197 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 61,644 | 4,692 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 61,100 | 4,650 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hapanowicz & Associates Financial Services, Inc | History | No change | 61,108 | 4,650 | 1.45% | 1.45% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sageworth Trust Co of South Dakota | History | No change | 60,212 | 4,582 | 2.83% | 2.83% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 60,051 | 4,570 | 0.13% | 0.13% | 202 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chatterton & Associates Inc. | History | No change | 60,334 | 4,553 | 2.68% | 2.68% | 203 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 58,292 | 4,436 | 0.07% | 0.07% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 57,476 | 4,374 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| M.D. Sass, LLC | History | No change | 57,340 | 4,364 | 0.29% | 0.29% | 206 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 57,803 | 4,335 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VERITY Wealth Advisors | History | No change | 56,508 | 4,300 | 2.6% | 2.6% | 208 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CERTUITY, LLC | History | No change | 55,225 | 4,203 | 0.21% | 0.21% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | No change | 53,751 | 4,091 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | No change | 53,489 | 4,071 | 0.37% | 0.37% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SVB WEALTH LLC | History | No change | 51,946 | 3,953 | 0.25% | 0.25% | 212 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 51,860 | 3,947 | 0.24% | 0.24% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avail Investment Partners, LLC | History | No change | 51,816 | 3,943 | 3.04% | 3.04% | 214 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 51,731 | 3,937 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTED ADVISORS | History | No change | 51,315 | 3,905 | 3.45% | 3.45% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 50,573 | 3,849 | 0.38% | 0.38% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Redwood Investment Management, LLC | History | No change | 49,174 | 3,743 | 0.37% | 0.37% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Blueprint, LLC | History | No change | 48,899 | 3,721 | 0.19% | 0.19% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THEORY FINANCIAL LLC | History | No change | 48,483 | 3,690 | 1.16% | 1.16% | 220 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 48,429 | 3,685 | 1.95% | 1.95% | 221 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WealthPoint Financial, LLC | History | No change | 48,167 | 3,665 | 2.67% | 2.67% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fluent Financial, LLC | History | No change | 48,046 | 3,656 | 1.3% | 1.3% | 223 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Security National Bank | History | No change | 47,891 | 3,644 | 0.43% | 0.43% | 224 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 47,675 | 3,628 | 2.06% | 2.06% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 47,288 | 3,599 | 2.7% | 2.7% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brightwater Advisory LLC | History | No change | 46,609 | 3,547 | 2.24% | 2.24% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 46,541 | 3,542 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 46,347 | 3,527 | 0.03% | 0.03% | 229 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 46,022 | 3,503 | 0.14% | 0.14% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sierra Capital LLC | History | No change | 45,639 | 3,473 | 0.34% | 0.34% | 231 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 45,126 | 3,434 | 0.88% | 0.88% | 232 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 44,635 | 3,397 | 0.14% | 0.14% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 44,436 | 3,382 | 0.77% | 0.77% | 234 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITY HOLDING CO | History | No change | 44,320 | 3,373 | 0.38% | 0.38% | 235 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 44,179 | 3,362 | 0.31% | 0.31% | 236 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ramirez Asset Management, Inc. | History | No change | 43,618 | 3,319 | 0.35% | 0.35% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 42,695 | 3,249 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Haverford Trust Co | History | No change | 42,607 | 3,242 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | No change | 42,452 | 3,231 | 0.1% | 0.1% | 240 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| IFG Advisory, LLC | History | No change | 42,389 | 3,226 | 0.11% | 0.11% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 42,181 | 3,210 | 0.06% | 0.06% | 242 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Keel Point, LLC | History | No change | 42,139 | 3,207 | 0.19% | 0.19% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sargent Investment Group, LLC | History | No change | 42,124 | 3,206 | 0.39% | 0.39% | 244 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 41,142 | 3,131 | 0.16% | 0.16% | 245 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 41,033 | 3,123 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 41,024 | 3,122 | 0.12% | 0.12% | 247 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 41,024 | 3,122 | 0.31% | 0.31% | 248 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 39,950 | 3,040 | 0.31% | 0.31% | 249 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Symphony Financial, Ltd. Co. | History | No change | 40,166 | 3,033 | 0.33% | 0.33% | 250 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 38,944 | 2,963 | 0.05% | 0.05% | 251 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| XY Planning Network, Inc. | History | No change | 38,452 | 2,926 | 0.37% | 0.37% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 37,964 | 2,889 | 0.16% | 0.16% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 37,767 | 2,874 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Philip James Wealth Mangement, LLC | History | No change | 37,648 | 2,865 | 0.32% | 0.32% | 255 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 37,651 | 2,865 | 0.94% | 0.94% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Calamos Advisors LLC | History | No change | 37,340 | 2,841 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 37,299 | 2,838 | 0.14% | 0.14% | 258 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| RiverFront Investment Group, LLC | History | No change | 37,070 | 2,821 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NIXON PEABODY TRUST CO | History | No change | 36,932 | 2,810 | 0.2% | 0.2% | 260 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WealthPLAN Partners, LLC | History | No change | 36,814 | 2,801 | 0.54% | 0.54% | 261 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PKS Advisory Services, LLC | History | No change | 36,718 | 2,794 | 0.45% | 0.45% | 262 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NWAM LLC | History | No change | 36,683 | 2,791 | 0.14% | 0.14% | 263 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 36,651 | 2,789 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 36,589 | 2,784 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ARS Investment Partners, LLC | History | No change | 36,117 | 2,748 | 0.12% | 0.12% | 266 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 35,886 | 2,731 | 0.09% | 0.09% | 267 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Maia Wealth LLC | History | No change | 35,880 | 2,730 | 0.4% | 0.4% | 268 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Balefire, LLC | History | No change | 35,037 | 2,666 | 0.43% | 0.43% | 269 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 34,871 | 2,654 | 0.52% | 0.52% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 34,577 | 2,631 | 0.39% | 0.39% | 271 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Astoria Strategic Wealth, Inc. | History | No change | 33,497 | 2,549 | 0.58% | 0.58% | 272 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fund Evaluation Group, LLC | History | No change | 33,316 | 2,535 | 0.07% | 0.07% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 33,094 | 2,518 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Allen Investment Management, LLC | History | No change | 32,989 | 2,510 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | No change | 32,445 | 2,469 | 0.25% | 0.25% | 276 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | History | No change | 32,407 | 2,466 | 0.77% | 0.77% | 277 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Diversify Advisory Services, LLC | History | No change | 33,132 | 2,466 | 0.04% | 0.04% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 33,132 | 2,466 | 0.04% | 0.04% | 279 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Oakworth Capital, Inc. | History | No change | 31,852 | 2,424 | 0.12% | 0.12% | 280 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GatePass Capital, LLC | History | No change | 31,542 | 2,400 | 0.91% | 0.91% | 281 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 31,099 | 2,366 | 0.4% | 0.4% | 282 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Vident Advisory, LLC | History | No change | 30,682 | 2,335 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Community Bank, N.A. | History | No change | 30,338 | 2,308 | 0.25% | 0.25% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 29,502 | 2,245 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 29,434 | 2,240 | 0.21% | 0.21% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wagner Wealth Management, Corp | History | No change | 28,816 | 2,193 | 1.77% | 1.77% | 287 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NorthCoast Asset Management LLC | History | No change | 28,707 | 2,184 | 0.05% | 0.05% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 28,439 | 2,164 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merkkuri Wealth Advisors LLC | History | No change | 28,335 | 2,156 | 1.34% | 1.34% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hardy Reed LLC | History | No change | 27,858 | 2,120 | 0.14% | 0.14% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | No change | 27,755 | 2,112 | 0.02% | 0.02% | 292 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthTrak Capital Management LLC | History | No change | 27,736 | 2,110 | 1.39% | 1.39% | 293 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 27,092 | 2,061 | 1.0% | 1.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 27,074 | 2,060 | 0.14% | 0.14% | 295 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 26,725 | 2,034 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 26,505 | 2,017 | 0.06% | 0.06% | 297 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CIM, LLC | History | No change | 26,479 | 2,015 | 0.26% | 0.26% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Navigation Group, LLC | History | No change | 26,165 | 1,991 | 0.39% | 0.39% | 299 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 25,139 | 1,913 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |