iSHARES TRUST - AGG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JONES FINANCIAL COMPANIES LLLP | History | No change | 110,159,073 | 10,942,620 | 4.38% | 4.38% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 92,816,907 | 9,187,017 | 2.49% | 2.49% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 66,617,105 | 6,593,761 | 0.42% | 0.42% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 65,014,488 | 6,435,134 | 1.04% | 1.04% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 61,984,138 | 6,135,189 | 0.09% | 0.09% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 44,994,014 | 4,453,507 | 5.5% | 5.5% | 6 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 43,049,494 | 4,260,981 | 1.0% | 1.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| US BANCORP \DE\ | History | No change | 39,478,188 | 3,907,614 | 4.27% | 4.27% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 35,692,523 | 3,532,846 | 0.19% | 0.19% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 23,143,686 | 2,290,762 | 0.27% | 0.27% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,323,687 | 1,622,085 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 16,602,475 | 1,617,437 | 2.71% | 2.71% | 12 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Betterment LLC | History | No change | 15,621,139 | 1,546,180 | 2.62% | 2.62% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 15,483,118 | 1,532,519 | 1.4% | 1.4% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 15,307,226 | 1,515,109 | 0.34% | 0.34% | 15 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 14,914,270 | 1,475,851 | 0.3% | 0.3% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 14,864,310 | 1,471,300 | 1.55% | 1.55% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Acorns Advisers, LLC | History | No change | 14,625,279 | 1,447,610 | 9.44% | 9.44% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 13,634,358 | 1,349,528 | 0.79% | 0.79% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12,874,193 | 1,274,287 | 0.68% | 0.68% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 12,864,305 | 1,273,308 | 0.16% | 0.16% | 21 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 12,571,702 | 1,244,347 | 0.11% | 0.11% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arizona PSPRS Trust | History | No change | 11,528,817 | 1,141,122 | 42.51% | 42.51% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 10,972,401 | 1,086,048 | 0.54% | 0.54% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED SERVICES AUTOMOBILE ASSOCIATION | History | No change | 10,271,333 | 1,016,656 | 82.0% | 82.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | No change | 9,922,031 | 982,082 | 1.19% | 1.19% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 9,503,943 | 940,700 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 9,219,241 | 912,520 | 8.74% | 8.74% | 28 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Johns Hopkins University | History | No change | 8,024,716 | 794,286 | 53.11% | 53.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 7,349,938 | 727,496 | 0.87% | 0.87% | 30 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,338,388 | 726,355 | 0.6% | 0.6% | 31 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 7,185,394 | 711,210 | 2.45% | 2.45% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,836,247 | 676,652 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 6,806,888 | 673,745 | 0.11% | 0.11% | 34 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,703,403 | 663,503 | 1.01% | 1.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 6,429,196 | 636,361 | 0.08% | 0.08% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 5,736,700 | 567,818 | 0.57% | 0.57% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Members Trust Co | History | No change | 5,656,531 | 559,883 | 17.43% | 17.43% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Constellation Investments, Inc. | History | No change | 5,624,548 | 556,717 | 17.48% | 17.48% | 39 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,295,358 | 524,134 | 2.9% | 2.9% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Simplify Asset Management Inc. | History | No change | 5,041,755 | 499,032 | 6.94% | 6.94% | 41 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SigFig Wealth Management, LLC | History | No change | 4,261,394 | 423,455 | 11.22% | 11.22% | 42 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| &PARTNERS | History | No change | 4,253,416 | 420,908 | 1.73% | 1.73% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 4,213,649 | 417,066 | 0.14% | 0.14% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mastercard Foundation Asset Management Corp | History | No change | 4,125,631 | 408,354 | 1.27% | 1.27% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,949,910 | 390,962 | 1.49% | 1.49% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 3,876,497 | 383,695 | 2.87% | 2.87% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 3,796,233 | 375,751 | 3.64% | 3.64% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Russell Investments Group, Ltd. | History | No change | 3,769,235 | 373,078 | 0.33% | 0.33% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,533,005 | 349,696 | 11.46% | 11.46% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| South Dakota Investment Council | History | No change | 3,453,435 | 341,821 | 5.86% | 5.86% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jupiter Topco LLC | History | No change | 3,291,989 | 325,841 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,239,550 | 320,650 | 0.52% | 0.52% | 53 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MASON STREET ADVISORS, LLC | History | No change | 3,050,830 | 301,971 | 27.21% | 27.21% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 2,961,712 | 294,009 | 0.1% | 0.1% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 2,940,924 | 291,092 | 2.74% | 2.74% | 56 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 2,900,060 | 287,047 | 2.13% | 2.13% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 2,801,364 | 277,279 | 1.27% | 1.27% | 58 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stairway Partners, LLC | History | Added to | 2,903,725 | 274,518 | 12.97% | 13.1% | 59 | +94,449 | 3.36% | Q3 2026 | Oct 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,745,067 | 271,706 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Balentine LLC | History | No change | 2,738,511 | 271,057 | 9.63% | 9.63% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,603,807 | 257,724 | 1.19% | 1.19% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,524,310 | 249,856 | 1.28% | 1.28% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Blue Trust, Inc. | History | No change | 2,419,179 | 239,450 | 2.51% | 2.51% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 2,387,883 | 236,353 | 3.2% | 3.2% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Disciplina Capital Management LLC | History | No change | 2,385,633 | 236,129 | 24.39% | 24.39% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,372,924 | 234,919 | 0.28% | 0.28% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 2,184,657 | 216,237 | 1.03% | 1.03% | 68 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 1,944,790 | 193,253 | 1.29% | 1.29% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 1,944,130 | 192,429 | 4.54% | 4.54% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 1,850,416 | 183,154 | 2.91% | 2.91% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| National Philanthropic Trust | History | No change | 1,821,278 | 180,270 | 2.61% | 2.61% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,800,481 | 178,211 | 0.22% | 0.22% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Destination Wealth Management | History | No change | 1,776,193 | 175,807 | 4.1% | 4.1% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,754,022 | 173,613 | 0.17% | 0.17% | 75 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 1,753,696 | 173,580 | 2.1% | 2.1% | 76 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 1,793,022 | 169,512 | 2.02% | 2.1% | 77 | +51,377 | 2.95% | Q3 2026 | Oct 05, 2026 |
| WESBANCO BANK INC | History | No change | 1,674,935 | 165,785 | 4.12% | 4.12% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 1,659,794 | 164,286 | 5.95% | 5.95% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REBALANCE, LLC | History | No change | 1,629,077 | 161,246 | 8.45% | 8.45% | 80 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 1,586,900 | 157,071 | 0.16% | 0.16% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,563,598 | 154,764 | 0.32% | 0.32% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 1,551,511 | 153,568 | 2.56% | 2.56% | 83 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,549,519 | 153,371 | 0.35% | 0.35% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 1,529,585 | 151,398 | 0.7% | 0.7% | 85 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| F/m Investments LLC | History | No change | 1,487,215 | 147,204 | 7.48% | 7.48% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSETMARK, INC | History | No change | 1,475,528 | 146,047 | 0.25% | 0.25% | 87 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Pathstone Holdings, LLC | History | No change | 1,436,769 | 142,211 | 0.41% | 0.41% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 1,419,485 | 140,500 | 0.31% | 0.31% | 89 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,409,782 | 139,540 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 1,395,122 | 138,089 | 3.69% | 3.69% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trajan Wealth LLC | History | No change | 1,349,489 | 133,572 | 5.04% | 5.04% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 1,341,923 | 132,823 | 1.99% | 1.99% | 93 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fisher Asset Management, LLC | History | No change | 1,340,551 | 132,687 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Partners Wealth | History | No change | 1,338,510 | 132,485 | 0.14% | 0.14% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 1,336,039 | 132,241 | 2.51% | 2.51% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 1,308,098 | 129,475 | 1.87% | 1.87% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 1,283,233 | 127,014 | 1.89% | 1.89% | 98 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| V-Square Quantitative Management LLC | History | No change | 1,269,238 | 125,629 | 11.94% | 11.94% | 99 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 1,229,747 | 121,720 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 1,207,232 | 119,492 | 1.77% | 1.77% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HSBC HOLDINGS PLC | History | No change | 1,204,256 | 119,197 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 1,198,655 | 118,642 | 0.13% | 0.13% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nuveen, LLC | History | No change | 1,189,671 | 117,753 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,175,981 | 115,981 | 0.18% | 0.18% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 1,143,665 | 113,199 | 1.07% | 1.07% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | No change | 1,113,048 | 110,169 | 0.41% | 0.41% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,106,481 | 109,519 | 0.36% | 0.36% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 1,102,068 | 109,082 | 10.18% | 10.18% | 109 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Zhang Financial LLC | History | No change | 1,094,000 | 108,284 | 3.16% | 3.16% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 1,088,029 | 107,693 | 0.82% | 0.82% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Center for Financial Planning, Inc. | History | No change | 1,083,836 | 107,278 | 10.03% | 10.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 1,075,916 | 106,494 | 2.76% | 2.76% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GenTrust, LLC | History | No change | 1,049,714 | 103,900 | 3.99% | 3.99% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Meridian Wealth Partners, LLC | History | No change | 994,500 | 98,435 | 11.92% | 11.92% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 992,594 | 98,246 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steele Capital Management, Inc. | History | No change | 991,812 | 98,169 | 3.61% | 3.61% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Affiance Financial, LLC | History | No change | 990,470 | 98,036 | 14.1% | 14.1% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Greenspring Advisors, LLC | History | No change | 986,628 | 97,656 | 5.41% | 5.41% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 982,632 | 97,260 | 1.49% | 1.49% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brookstone Capital Management | History | No change | 979,730 | 96,973 | 0.97% | 0.97% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 976,001 | 96,604 | 5.75% | 5.75% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 971,622 | 96,171 | 1.82% | 1.82% | 123 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Corient Private Wealth LP | History | No change | 948,493 | 93,882 | 0.13% | 0.13% | 124 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| NEOS Investment Management LLC | History | No change | 911,236 | 89,892 | 0.33% | 0.33% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 901,815 | 89,261 | 0.27% | 0.27% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 900,000 | 89,082 | 0.39% | 0.39% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 899,732 | 89,055 | 6.86% | 6.86% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 896,121 | 88,698 | 18.8% | 18.8% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 1832 Asset Management L.P. | History | No change | 895,487 | 88,635 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 893,305 | 88,419 | 1.06% | 1.06% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PDS Planning, Inc | History | No change | 880,458 | 87,147 | 5.04% | 5.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| METROPOLITAN LIFE INSURANCE CO/NY | History | No change | 873,733 | 86,482 | 24.2% | 24.2% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OARSMAN CAPITAL, INC. | History | No change | 871,502 | 86,261 | 9.13% | 9.13% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 864,576 | 85,575 | 0.13% | 0.13% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ellenbecker Investment Group | History | No change | 858,837 | 85,007 | 9.88% | 9.88% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Howard Capital Management, LLC | History | No change | 850,759 | 84,208 | 1.0% | 1.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 834,770 | 82,625 | 9.09% | 9.09% | 138 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 829,533 | 82,107 | 0.6% | 0.6% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 823,286 | 81,488 | 0.57% | 0.57% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 810,957 | 80,250 | 0.44% | 0.44% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 785,945 | 77,792 | 0.97% | 0.97% | 142 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 784,037 | 77,603 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 780,181 | 77,222 | 0.55% | 0.55% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 775,041 | 76,713 | 2.4% | 2.4% | 145 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 769,345 | 76,149 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 762,085 | 75,431 | 0.07% | 0.07% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 741,875 | 73,430 | 3.66% | 3.66% | 148 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 737,198 | 72,967 | 3.92% | 3.92% | 149 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 735,041 | 72,754 | 6.67% | 6.67% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 722,961 | 71,558 | 2.15% | 2.15% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | No change | 719,535 | 71,219 | 1.51% | 1.51% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 713,093 | 70,581 | 0.6% | 0.6% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 712,093 | 70,482 | 1.74% | 1.74% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bell Bank | History | No change | 706,220 | 69,901 | 2.67% | 2.67% | 155 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Charles Schwab Trust Co | History | No change | 699,226 | 69,209 | 3.86% | 3.86% | 156 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 693,601 | 68,653 | 0.1% | 0.1% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 691,853 | 68,480 | 0.43% | 0.43% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Prentice Wealth Management LLC | History | No change | 682,200 | 67,524 | 13.94% | 13.94% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 678,593 | 67,168 | 2.99% | 2.99% | 160 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trust Co | History | No change | 675,092 | 66,820 | 6.03% | 6.03% | 161 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 670,616 | 66,377 | 5.73% | 5.73% | 162 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 667,038 | 66,023 | 0.58% | 0.58% | 163 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 654,207 | 64,768 | 0.11% | 0.11% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 652,197 | 64,554 | 3.33% | 3.33% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Permanent Capital Management, LP | History | No change | 651,553 | 64,490 | 8.64% | 8.64% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 646,646 | 64,005 | 0.44% | 0.44% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Financial Network, Inc. | History | No change | 641,837 | 63,529 | 1.97% | 1.97% | 168 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Planning Project LLC | History | No change | 634,808 | 61,843 | 12.34% | 12.34% | 169 | 0 | 0.0% | Q2 2026 | Sep 01, 2026 |
| a16z Perennial Management, L.P. | History | No change | 615,315 | 61,014 | 4.93% | 4.93% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Gotham Asset Management, LLC | History | No change | 616,188 | 60,990 | 0.14% | 0.14% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 614,723 | 60,845 | 0.67% | 0.67% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 611,878 | 60,563 | 0.57% | 0.57% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 609,084 | 60,287 | 0.22% | 0.22% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 604,948 | 59,877 | 3.58% | 3.58% | 175 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rock Creek Group LLC | History | No change | 593,169 | 58,711 | 5.91% | 5.91% | 176 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Verger Capital Management LLC | History | No change | 592,645 | 58,660 | 17.18% | 17.18% | 177 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 589,790 | 58,378 | 0.11% | 0.11% | 178 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 588,927 | 58,291 | 0.57% | 0.57% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Adaptive Financial Consulting, LLC | History | No change | 582,685 | 57,674 | 20.2% | 20.2% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chaney Capital Management, Inc. | History | No change | 574,238 | 56,838 | 17.87% | 17.87% | 181 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 567,447 | 56,165 | 7.45% | 7.45% | 182 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Baird Financial Group, Inc. | History | No change | 562,955 | 55,721 | 0.08% | 0.08% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GoalFusion Wealth Management, LLC | History | No change | 560,186 | 55,447 | 22.39% | 22.39% | 184 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Allworth Financial LP | History | No change | 559,519 | 55,381 | 0.24% | 0.24% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bricktown Capital, LLC | History | No change | 556,727 | 55,104 | 9.96% | 9.96% | 186 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 551,062 | 54,759 | 1.78% | 1.78% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 549,771 | 54,415 | 0.16% | 0.16% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Summit Trail Advisors, LLC | History | No change | 549,204 | 54,360 | 0.68% | 0.68% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 545,101 | 53,954 | 0.32% | 0.32% | 190 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Lido Advisors, LLC | History | No change | 544,631 | 53,907 | 0.15% | 0.15% | 191 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 542,186 | 53,665 | 0.08% | 0.08% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 539,593 | 53,408 | 9.9% | 9.9% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keel Point, LLC | History | No change | 535,197 | 52,973 | 3.13% | 3.13% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BOKF, NA | History | No change | 534,439 | 52,898 | 0.73% | 0.73% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 530,875 | 52,546 | 0.2% | 0.2% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 529,913 | 52,450 | 0.17% | 0.17% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Composition Wealth, LLC | History | No change | 529,898 | 52,449 | 0.62% | 0.62% | 198 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 525,911 | 52,054 | 1.99% | 1.99% | 199 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 523,000 | 51,766 | 2.05% | 2.05% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gridiron Partners, LLC | History | No change | 523,975 | 51,690 | 27.13% | 27.13% | 201 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Twele Capital Management, Inc. | History | No change | 515,560 | 51,030 | 8.33% | 8.33% | 202 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 513,842 | 50,860 | 0.93% | 0.93% | 203 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Abound Wealth Management | History | No change | 510,029 | 50,482 | 10.02% | 10.02% | 204 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Single Point Partners, LLC | History | No change | 1,598,788 | 50,102 | 8.82% | 8.82% | 205 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fort Point Capital Partners LLC | History | No change | 502,262 | 49,713 | 3.45% | 3.45% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | No change | 501,042 | 49,593 | 4.56% | 4.56% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 493,378 | 48,834 | 0.32% | 0.32% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 492,742 | 48,771 | 0.75% | 0.75% | 209 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Liquid Strategies, LLC | History | No change | 485,509 | 48,055 | 6.56% | 6.56% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHI TRUST Co LLC | History | No change | 483,896 | 47,896 | 30.96% | 30.96% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 478,994 | 47,410 | 10.65% | 10.65% | 212 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Fund Evaluation Group, LLC | History | No change | 477,654 | 47,278 | 1.28% | 1.28% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fiduciary Group, LLC | History | No change | 475,570 | 47,071 | 3.69% | 3.69% | 214 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Black Diamond Financial, LLC | History | No change | 474,608 | 46,976 | 4.14% | 4.14% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Boston Partners | History | No change | 471,944 | 46,713 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| James J. Burns & Company, LLC | History | No change | 468,298 | 46,352 | 5.02% | 5.02% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 466,853 | 46,154 | 0.29% | 0.29% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Management, Inc. | History | No change | 464,929 | 46,018 | 6.62% | 6.62% | 219 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | No change | 459,940 | 45,524 | 2.94% | 2.94% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 458,378 | 45,370 | 7.03% | 7.03% | 221 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 456,728 | 45,206 | 5.72% | 5.72% | 222 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Smithfield Trust Co | History | No change | 455,713 | 45,060 | 1.8% | 1.8% | 223 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 448,532 | 44,395 | 7.12% | 7.12% | 224 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MTC Wealth Management LLC | History | No change | 447,318 | 44,275 | 19.86% | 19.86% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 444,989 | 44,045 | 2.69% | 2.69% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DB Fitzpatrick & Co, Inc | History | No change | 444,901 | 44,036 | 35.59% | 35.59% | 227 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ascent Group, LLC | History | No change | 444,260 | 43,972 | 1.31% | 1.31% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| eCIO, Inc. | History | No change | 443,674 | 43,914 | 12.34% | 12.34% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Towercrest Capital Management | History | No change | 443,414 | 43,879 | 6.12% | 6.12% | 230 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 442,103 | 43,759 | 0.83% | 0.83% | 231 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 435,291 | 43,075 | 0.05% | 0.05% | 232 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SYON CAPITAL LLC | History | No change | 434,648 | 43,021 | 1.87% | 1.87% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Retirement, LLC | History | No change | 435,405 | 42,926 | 2.35% | 2.35% | 234 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 421,730 | 41,742 | 4.37% | 4.37% | 235 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Savant Capital, LLC | History | No change | 421,576 | 41,552 | 0.12% | 0.12% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arbor Investment Advisors, LLC | History | No change | 416,709 | 41,245 | 4.67% | 4.67% | 237 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 411,464 | 40,726 | 0.48% | 0.48% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 407,606 | 40,344 | 5.42% | 5.42% | 239 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 398,188 | 39,412 | 0.18% | 0.18% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Visionary Wealth Advisors | History | No change | 393,563 | 38,954 | 1.54% | 1.54% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 395,660 | 38,525 | 9.2% | 9.2% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 388,721 | 38,475 | 1.43% | 1.43% | 243 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | History | No change | 388,636 | 38,467 | 2.98% | 2.98% | 244 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TECTONIC ADVISORS LLC | History | No change | 387,622 | 38,366 | 1.84% | 1.84% | 245 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | No change | 386,659 | 38,271 | 4.83% | 4.83% | 246 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Verdence Capital Advisors LLC | History | No change | 386,468 | 38,252 | 2.01% | 2.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BRAVE ASSET MANAGEMENT INC | History | No change | 382,543 | 37,864 | 8.1% | 8.1% | 248 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 378,591 | 37,472 | 4.44% | 4.44% | 249 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Discipline Wealth Solutions, LLC | History | No change | 378,419 | 37,455 | 3.27% | 3.27% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Indivisible Partners | History | No change | 377,855 | 37,400 | 2.11% | 2.11% | 251 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 374,851 | 37,102 | 3.53% | 3.53% | 252 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VICUS CAPITAL | History | No change | 374,512 | 37,069 | 2.39% | 2.39% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BRIGHT FINANCIAL ADVISORS, INC. | History | No change | 370,792 | 36,701 | 15.36% | 15.36% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 368,810 | 36,504 | 0.41% | 0.41% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Bank & Trust | History | No change | 366,803 | 36,306 | 5.34% | 5.34% | 256 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 366,468 | 36,273 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McLean Asset Management Corp | History | No change | 371,519 | 36,174 | 4.78% | 4.78% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | No change | 363,971 | 36,025 | 0.57% | 0.57% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Endowment Management, LP | History | No change | 362,472 | 35,878 | 3.64% | 3.64% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LVZ, Inc. | History | No change | 359,346 | 35,568 | 3.61% | 3.61% | 261 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 356,798 | 35,315 | 0.94% | 0.94% | 262 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prosperity Consulting Group, LLC | History | No change | 354,851 | 35,123 | 1.33% | 1.33% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Professional Financial Advisors, LLC | History | No change | 352,310 | 34,871 | 6.03% | 6.03% | 264 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Financial, LLC | History | No change | 352,172 | 34,858 | 0.38% | 0.38% | 265 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 349,345 | 34,578 | 7.33% | 7.33% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pure Financial Advisors, LLC | History | No change | 349,298 | 34,573 | 0.44% | 0.44% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 347,719 | 34,417 | 2.21% | 2.21% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | History | No change | 344,640 | 34,112 | 11.74% | 11.74% | 269 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 342,460 | 33,896 | 1.55% | 1.55% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNITED BANK | History | No change | 340,970 | 33,749 | 3.96% | 3.96% | 271 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 340,140 | 33,667 | 1.98% | 1.98% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 338,933 | 33,547 | 0.03% | 0.03% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| P/E Global LLC | History | No change | 338,206 | 33,475 | 2.15% | 2.15% | 274 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kopp Family Office, LLC | History | No change | 337,533 | 33,409 | 20.48% | 20.48% | 275 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vise Technologies, Inc. | History | No change | 337,480 | 33,403 | 0.38% | 0.38% | 276 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grey Fox Wealth Advisors, LLC | History | No change | 335,347 | 33,192 | 5.21% | 5.21% | 277 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Parallel Advisors, LLC | History | No change | 333,643 | 33,024 | 0.5% | 0.5% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 330,744 | 32,737 | 3.82% | 3.82% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BayBridge Capital Group, LLC | History | No change | 327,035 | 32,369 | 16.87% | 16.87% | 280 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NewEdge Wealth, LLC | History | No change | 326,649 | 32,331 | 0.32% | 0.32% | 281 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 325,817 | 32,249 | 7.67% | 7.67% | 282 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Marquette Asset Management, LLC | History | No change | 325,066 | 32,175 | 4.13% | 4.13% | 283 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Summit Asset Management, LLC | History | No change | 324,822 | 32,150 | 4.12% | 4.12% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SVB WEALTH LLC | History | No change | 323,014 | 31,971 | 2.02% | 2.02% | 285 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Waverly Advisors, LLC | History | No change | 321,460 | 31,818 | 0.18% | 0.18% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthRock Partners, LLC | History | No change | 320,830 | 31,755 | 0.46% | 0.46% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Man Group plc | History | No change | 320,062 | 31,679 | 0.05% | 0.05% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 319,381 | 31,612 | 0.15% | 0.15% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 318,393 | 31,514 | 1.37% | 1.37% | 290 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| COMMERCE BANK | History | No change | 317,134 | 31,389 | 0.14% | 0.14% | 291 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 315,575 | 31,236 | 0.49% | 0.49% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RHUMBLINE ADVISERS | History | No change | 314,345 | 31,113 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fort Henry Capital, LLC | History | No change | 313,230 | 31,003 | 17.08% | 17.08% | 294 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sequent Planning LLC | History | No change | 313,224 | 31,002 | 6.62% | 6.62% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Citizens Asset Management, Inc. | History | No change | 312,802 | 30,961 | 9.9% | 9.9% | 296 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BROWN ADVISORY INC | History | No change | 312,639 | 30,944 | 0.05% | 0.05% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 310,716 | 30,754 | 1.82% | 1.82% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eley Financial Management, Inc | History | No change | 309,663 | 30,650 | 9.93% | 9.93% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CALIBER WEALTH MANAGEMENT, LLC / KS | History | No change | 308,699 | 30,554 | 2.95% | 2.95% | 300 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |