iSHARES TRUST - AOK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 629,396 | 26,107 | 0.01% | 0.01% | 1 | -9,143 | -1.43% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | Added to | 381,368 | 15,819 | 0.0% | 0.0% | 2 | +37,548 | 10.92% | Q2 2026 | Aug 07, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 347,664 | 14,420 | 3.3% | 3.82% | 3 | -49,148 | -12.39% | Q2 2026 | Jul 08, 2026 |
| Elevation Capital Advisory, LLC | History | Added to | 292,381 | 12,127 | 4.68% | 1.75% | 4 | +189,425 | 183.99% | Q2 2026 | Jul 27, 2026 |
| Curran Financial Partners, LLC | History | Added to | 226,292 | 9,386 | 1.4% | 1.45% | 5 | +23,256 | 11.45% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | Added to | 207,720 | 8,616 | 0.01% | 0.01% | 6 | +7,522 | 3.76% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | Added to | 175,361 | 7,274 | 0.0% | 0.0% | 7 | +2,735 | 1.58% | Q2 2026 | Aug 13, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | New | 170,773 | 7,083 | 0.1% | — | 8 | +170,773 | New | Q2 2026 | Aug 14, 2026 |
| One Capital Management, LLC | History | No change | 175,243 | 6,990 | 0.19% | 0.19% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 163,393 | 6,777 | 0.0% | 0.0% | 10 | -2,562 | -1.54% | Q2 2026 | Aug 14, 2026 |
| Investment Advisory Group, LLC | History | Added to | 158,398 | 6,570 | 1.43% | 1.49% | 11 | +11,127 | 7.56% | Q2 2026 | Aug 06, 2026 |
| Weaver Consulting Group | History | Added to | 155,483 | 6,449 | 1.32% | 1.41% | 12 | +6,892 | 4.64% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 130,764 | 5,424 | 0.01% | 0.01% | 13 | +40,863 | 45.45% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 114,469 | 4,748 | 0.01% | 0.01% | 14 | +10,875 | 10.5% | Q2 2026 | Jul 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 102,774 | 4,263 | 0.0% | 0.0% | 15 | -5,450 | -5.04% | Q2 2026 | Aug 14, 2026 |
| Hershey Financial Advisers, LLC | History | New | 96,363 | 3,997 | 2.87% | — | 16 | +96,363 | New | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 93,294 | 3,869 | 0.0% | 0.0% | 17 | +21,761 | 30.42% | Q2 2026 | Aug 12, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 83,171 | 3,449 | 0.04% | 0.04% | 18 | +3,913 | 4.94% | Q2 2026 | Aug 14, 2026 |
| GTS SECURITIES LLC | History | New | 81,672 | 3,387 | 0.07% | — | 19 | +81,672 | New | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 66,873 | 2,773 | 0.01% | 0.01% | 20 | -4,936 | -6.87% | Q2 2026 | Jul 27, 2026 |
| High Net Worth Advisory Group LLC | History | Added to | 62,600 | 2,596 | 0.55% | 0.53% | 21 | +6,000 | 10.6% | Q2 2026 | Jul 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 62,505 | 2,592 | 1.79% | 2.24% | 22 | -8,510 | -11.98% | Q2 2026 | Jul 24, 2026 |
| Legacy Capital Wealth Partners, LLC | History | No change | 54,879 | 2,276 | 0.44% | 0.45% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AVALON CAPITAL MANAGEMENT | History | Reduced | 50,746 | 2,104 | 0.5% | 0.58% | 24 | -686 | -1.33% | Q2 2026 | Jul 16, 2026 |
| Rothschild Wealth LLC | History | Added to | 47,634 | 1,975 | 0.16% | 0.14% | 25 | +7,582 | 18.93% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 47,557 | 1,972 | 0.03% | 0.03% | 26 | +2,159 | 4.76% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 44,422 | 1,842 | 0.0% | 0.0% | 27 | -3 | -0.01% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 43,175 | 1,790 | 0.0% | 0.01% | 28 | -12,325 | -22.21% | Q2 2026 | Aug 07, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | New | 40,858 | 1,694 | 0.36% | — | 29 | +40,858 | New | Q2 2026 | Jul 27, 2026 |
| Brookstone Capital Management | History | Reduced | 38,706 | 1,605 | 0.02% | 0.1% | 31 | -179,665 | -82.28% | Q2 2026 | Jul 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 38,697 | 1,605 | 0.0% | 0.0% | 30 | -994 | -2.5% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | New | 37,111 | 1,539 | 0.0% | — | 32 | +37,111 | New | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 36,402 | 1,509 | 0.0% | 0.0% | 33 | -31,976 | -46.76% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 35,767 | 1,483 | 0.0% | 0.0% | 34 | +4,648 | 14.94% | Q2 2026 | Aug 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 33,088 | 1,372 | 0.02% | — | 35 | +33,088 | New | Q2 2026 | Jul 21, 2026 |
| RCW Management, LLC | History | No change | 31,989 | 1,326 | 1.19% | 1.31% | 36 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Consilium Wealth Advisory, LLC | History | Reduced | 31,827 | 1,320 | 0.39% | 0.5% | 37 | -4,623 | -12.68% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | Added to | 30,123 | 1,249 | 0.01% | 0.01% | 38 | +4,976 | 19.79% | Q2 2026 | Aug 17, 2026 |
| Corient Private Wealth LP | History | Added to | 30,050 | 1,246 | 0.0% | 0.0% | 39 | +29 | 0.1% | Q2 2026 | Aug 27, 2026 |
| BlueStem Wealth Partners, LLC | History | Reduced | 29,199 | 1,211 | 0.12% | 0.13% | 40 | -1,228 | -4.04% | Q2 2026 | Aug 11, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | Reduced | 28,954 | 1,201 | 0.8% | 0.89% | 41 | -535 | -1.81% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | Reduced | 28,754 | 1,192 | 0.0% | 0.0% | 42 | -9,619 | -25.07% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 28,116 | 1,166 | 0.0% | 0.0% | 43 | -1,648 | -5.54% | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, LLC | History | New | 27,282 | 1,131 | 0.02% | — | 44 | +27,282 | New | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 27,083 | 1,123 | 0.0% | 0.0% | 45 | +5,597 | 26.05% | Q2 2026 | Sep 02, 2026 |
| UBS Group AG | History | Reduced | 26,930 | 1,117 | 0.0% | 0.0% | 46 | -1,407 | -4.97% | Q2 2026 | Aug 13, 2026 |
| Thrive Capital Management, LLC | History | Added to | 26,529 | 1,100 | 0.21% | 0.23% | 47 | +559 | 2.15% | Q2 2026 | Aug 05, 2026 |
| L.K. Benson & Company, P.C. | History | New | 23,418 | 971 | 0.29% | — | 48 | +23,418 | New | Q2 2026 | Jul 24, 2026 |
| PERRYMAN FINANCIAL ADVISORY INC /AD | History | Reduced | 22,968 | 952 | 0.13% | 0.14% | 49 | -230 | -0.99% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 23,031 | 951 | 0.0% | 0.0% | 50 | +7,851 | 51.72% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 22,925 | 950 | 0.01% | 0.01% | 51 | +2,034 | 9.74% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | Reduced | 22,737 | 943 | 0.04% | 0.05% | 52 | -5,338 | -19.01% | Q2 2026 | Aug 13, 2026 |
| Madrid Financial Services | History | Added to | 22,509 | 933 | 0.49% | 0.47% | 54 | +2,690 | 13.57% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 22,504 | 933 | 0.0% | 0.0% | 53 | -143 | -0.63% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | Added to | 22,158 | 919 | 0.0% | 0.0% | 55 | +13,774 | 164.29% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 21,702 | 901 | 0.0% | 0.0% | 56 | -3,241 | -12.99% | Q2 2026 | Aug 14, 2026 |
| Sovereign Financial Group, Inc. | History | Added to | 21,167 | 878 | 0.13% | 0.15% | 57 | +75 | 0.36% | Q2 2026 | Jul 24, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 20,260 | 840 | 0.05% | 0.1% | 58 | -15,042 | -42.61% | Q2 2026 | Jul 29, 2026 |
| Modera Wealth Management, LLC | History | No change | 19,010 | 788 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Legacy Wealth Partners, LLC | History | Added to | 18,344 | 760 | 0.17% | 0.18% | 60 | +664 | 3.76% | Q2 2026 | Jul 22, 2026 |
| RDA Financial Network | History | Added to | 18,197 | 754 | 0.16% | 0.18% | 61 | +2 | 0.01% | Q2 2026 | Jul 06, 2026 |
| Strategic Blueprint, LLC | History | Added to | 17,818 | 739 | 0.04% | 0.02% | 63 | +10,196 | 133.77% | Q2 2026 | Jul 23, 2026 |
| Camarda Financial Advisors, LLC | History | Reduced | 17,825 | 739 | 0.22% | 0.38% | 62 | -74 | -0.41% | Q2 2026 | Aug 14, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 16,722 | 693 | 0.06% | 0.14% | 64 | -16,156 | -49.14% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners LLC | History | New | 15,886 | 658 | 0.0% | — | 65 | +15,886 | New | Q2 2026 | Aug 14, 2026 |
| Wealth Forward, LLC | History | Reduced | 15,197 | 630 | 0.31% | 0.34% | 66 | -69 | -0.45% | Q2 2026 | Jul 29, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 14,688 | 609 | 0.02% | 0.03% | 67 | +152 | 1.05% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 13,775 | 571 | 0.01% | 0.0% | 68 | +2,521 | 22.4% | Q2 2026 | Jul 24, 2026 |
| TRUE Private Wealth Advisors | History | No change | 12,659 | 525 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 12,643 | 524 | 0.0% | 0.0% | 70 | +4,816 | 61.53% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 12,619 | 523 | 0.0% | 0.0% | 71 | -1,448 | -10.29% | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 12,455 | 516 | 0.0% | 0.0% | 72 | -1,832 | -12.82% | Q2 2026 | Sep 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 12,436 | 515 | 0.02% | 0.03% | 73 | +1,610 | 14.87% | Q2 2026 | Jul 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 12,015 | 498 | 0.0% | 0.0% | 74 | -687 | -5.41% | Q2 2026 | Aug 13, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 11,902 | 493 | 0.02% | 0.02% | 75 | -41 | -0.34% | Q2 2026 | Aug 14, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 11,690 | 484 | 0.03% | 0.07% | 76 | -10,721 | -47.84% | Q2 2026 | Aug 07, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 11,455 | 475 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 11,339 | 470 | 0.0% | 0.0% | 78 | +350 | 3.19% | Q2 2026 | Aug 13, 2026 |
| Legacy Financial Group LLC | History | Added to | 11,051 | 458 | 0.05% | 0.05% | 79 | +625 | 5.99% | Q2 2026 | Aug 05, 2026 |
| National Wealth Management Group, LLC | History | Added to | 10,982 | 455 | 0.14% | 0.16% | 80 | +412 | 3.9% | Q2 2026 | Jul 14, 2026 |
| R2 Capital Strategies, LLC | History | New | 10,363 | 429 | 0.19% | — | 81 | +10,363 | New | Q2 2026 | Jul 23, 2026 |
| Tempus Wealth Planning, LLC | History | Added to | 10,203 | 423 | 0.08% | 0.06% | 82 | +3,541 | 53.15% | Q2 2026 | Jul 22, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,765 | 405 | 0.0% | 0.0% | 83 | +4,098 | 72.31% | Q2 2026 | Aug 05, 2026 |
| GeoWealth Management, LLC | History | Added to | 9,753 | 404 | 0.01% | 0.01% | 84 | +510 | 5.52% | Q2 2026 | Jul 30, 2026 |
| Meridian Wealth Management, LLC | History | New | 9,713 | 402 | 0.01% | — | 85 | +9,713 | New | Q2 2026 | Aug 05, 2026 |
| Valpey Financial Services, LLC | History | Reduced | 9,653 | 400 | 0.24% | 0.26% | 86 | -183 | -1.86% | Q2 2026 | Aug 11, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 9,495 | 393 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Insight Wealth Partners, LLC | History | No change | 9,401 | 389 | 0.05% | 0.05% | 88 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Spartan Wealth Advisory Services LLC | History | Reduced | 9,369 | 388 | 0.03% | 0.04% | 89 | -1,811 | -16.2% | Q2 2026 | Aug 05, 2026 |
| Advisors Capital Management, LLC | History | No change | 8,904 | 369 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 9,046 | 368 | 0.01% | 0.01% | 91 | +77 | 0.86% | Q2 2026 | Jul 29, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 8,477 | 351 | 0.01% | — | 93 | +8,477 | New | Q2 2026 | Jul 28, 2026 |
| Transcendent Capital Group LLC | History | Added to | 8,481 | 351 | 0.14% | 0.14% | 94 | +590 | 7.48% | Q2 2026 | Aug 05, 2026 |
| Darwin Wealth Management, LLC | History | Reduced | 8,476 | 351 | 0.1% | 0.11% | 92 | -90 | -1.05% | Q2 2026 | Jul 21, 2026 |
| ASPIRIANT, LLC | History | No change | 8,060 | 334 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BridgePort Financial Solutions, LLC | History | Reduced | 7,621 | 316 | 0.08% | 0.09% | 96 | -4 | -0.05% | Q2 2026 | Jul 24, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 7,541 | 312 | 0.02% | 0.01% | 97 | +4,372 | 137.96% | Q2 2026 | Aug 10, 2026 |
| Millington Financial Advisors, LLC | History | Added to | 7,496 | 307 | 0.12% | 0.13% | 98 | +65 | 0.87% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,382 | 306 | 0.0% | 0.0% | 99 | -87 | -1.16% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 7,300 | 302 | 0.0% | 0.0% | 100 | -444 | -5.73% | Q2 2026 | Aug 12, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 7,282 | 301 | 0.01% | 0.01% | 101 | +8 | 0.11% | Q2 2026 | Aug 11, 2026 |
| Valley Financial Group, Inc. | History | Reduced | 7,049 | 292 | 0.14% | 0.15% | 102 | -54 | -0.76% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,837 | 283 | 0.0% | 0.0% | 103 | -488 | -6.66% | Q2 2026 | Jul 28, 2026 |
| Well Done, LLC | History | No change | 6,538 | 271 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 6,432 | 266 | 0.0% | 0.0% | 105 | +20 | 0.31% | Q2 2026 | Aug 11, 2026 |
| Archvest Wealth Advisors, Inc. | History | Reduced | 6,387 | 264 | 0.15% | 0.2% | 106 | -1,438 | -18.38% | Q2 2026 | Jul 27, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 6,242 | 258 | 0.09% | 0.1% | 107 | +318 | 5.37% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 6,222 | 256 | 0.0% | — | 108 | +6,222 | New | Q2 2026 | Jul 15, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 6,000 | 248 | 0.03% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| USAdvisors Wealth Management, LLC | History | Added to | 5,901 | 244 | 0.07% | 0.08% | 110 | +33 | 0.56% | Q2 2026 | Jul 29, 2026 |
| Merit Financial Group, LLC | History | New | 5,881 | 243 | 0.0% | — | 111 | +5,881 | New | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 5,875 | 243 | 0.0% | — | 112 | +5,875 | New | Q2 2026 | Aug 06, 2026 |
| Prentice Wealth Management LLC | History | Added to | 5,675 | 235 | 0.05% | 0.05% | 113 | +158 | 2.86% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 5,543 | 229 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 5,162 | 214 | 0.03% | — | 115 | +5,162 | New | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Reduced | 5,097 | 211 | 0.0% | 0.0% | 116 | -1,396 | -21.5% | Q2 2026 | Aug 13, 2026 |
| Western Wealth Management, LLC | History | No change | 5,104 | 211 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | New | 5,037 | 208 | 0.08% | — | 119 | +5,037 | New | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | Reduced | 5,024 | 208 | 0.0% | 0.0% | 118 | -749 | -12.97% | Q2 2026 | Aug 14, 2026 |
| Redmond Asset Management, LLC | History | New | 4,935 | 204 | 0.05% | — | 120 | +4,935 | New | Q2 2026 | Aug 14, 2026 |
| Phil A. Younker & Associates, Ltd. | History | Reduced | 4,895 | 203 | 0.14% | 0.62% | 124 | -18,541 | -79.11% | Q2 2026 | Aug 07, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | New | 4,907 | 203 | 0.02% | — | 123 | +4,907 | New | Q2 2026 | Jul 27, 2026 |
| FSM Wealth Advisors, LLC | History | New | 4,899 | 203 | 0.02% | — | 122 | +4,899 | New | Q2 2026 | Jul 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,900 | 203 | 0.0% | 0.0% | 121 | -125 | -2.49% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 4,667 | 193 | 0.0% | 0.0% | 125 | +23 | 0.5% | Q2 2026 | Jul 20, 2026 |
| Integrity Financial Corp /WA | History | Reduced | 4,199 | 174 | 0.08% | 0.08% | 126 | -31 | -0.73% | Q2 2026 | Jul 31, 2026 |
| VANGUARD ADVISERS INC | History | No change | 4,079 | 169 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 4,004 | 166 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 3,931 | 163 | 0.02% | — | 129 | +3,931 | New | Q2 2026 | Aug 06, 2026 |
| Spire Wealth Management | History | Reduced | 3,433 | 142 | 0.0% | 0.01% | 130 | -2,959 | -46.29% | Q2 2026 | Jul 15, 2026 |
| Allworth Financial LP | History | Reduced | 3,423 | 141 | 0.0% | 0.0% | 131 | -151 | -4.22% | Q2 2026 | Aug 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 3,314 | 137 | 0.03% | 0.03% | 132 | -4 | -0.12% | Q2 2026 | Jul 28, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 3,268 | 135 | 0.0% | 0.0% | 134 | -611 | -15.75% | Q2 2026 | Jul 27, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,270 | 135 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Montgomery Financial Services LLC | History | New | 3,108 | 128 | 0.11% | — | 135 | +3,108 | New | Q2 2026 | Aug 12, 2026 |
| Costello Asset Management, INC | History | Reduced | 2,615 | 108 | 0.03% | 0.04% | 136 | -20 | -0.76% | Q2 2026 | Jul 28, 2026 |
| BESSEMER GROUP INC | History | New | 2,565 | 106 | 0.0% | — | 137 | +2,565 | New | Q2 2026 | Aug 12, 2026 |
| Caldwell Trust Co | History | No change | 2,250 | 93 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Schuylkill Financial LLC | History | New | 2,135 | 88 | 0.08% | — | 139 | +2,135 | New | Q2 2026 | Aug 07, 2026 |
| Mosley Wealth Management | History | Reduced | 2,079 | 86 | 0.03% | 0.04% | 140 | -299 | -12.57% | Q2 2026 | Jul 23, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 1,777 | 73 | 0.04% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,625 | 67 | 0.0% | 0.0% | 142 | -1,593 | -49.5% | Q2 2026 | Jul 17, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,596 | 66 | 0.0% | 0.0% | 143 | +353 | 28.4% | Q2 2026 | Aug 05, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 63,705 | 63 | 0.0% | 0.05% | 144 | -114,729 | -64.3% | Q2 2026 | Jul 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,442 | 59 | 0.0% | 0.0% | 145 | -433 | -23.09% | Q2 2026 | Aug 12, 2026 |
| United Community Bank | History | No change | 1,425 | 59 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 1,247 | 51 | 0.01% | 0.01% | 147 | +9 | 0.73% | Q2 2026 | Aug 14, 2026 |
| Purpose Unlimited Inc. | History | New | 1,199 | 49 | 0.0% | — | 149 | +1,199 | New | Q2 2026 | Aug 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 1,195 | 49 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Arax Advisory Partners | History | Reduced | 1,115 | 46 | 0.0% | 0.0% | 150 | -279 | -20.01% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,143 | 46 | 0.01% | 0.01% | 151 | -95 | -7.67% | Q2 2026 | Jul 29, 2026 |
| Continuum Advisory, LLC | History | New | 938 | 38 | 0.0% | — | 152 | +938 | New | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 908 | 37 | 0.0% | 0.0% | 153 | -165 | -15.38% | Q2 2026 | Jul 23, 2026 |
| Kingdom Financial Group LLC. | History | New | 891 | 36 | 0.01% | — | 154 | +891 | New | Q2 2026 | Aug 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 843 | 34 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 797 | 33 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 730 | 30 | 0.0% | 0.0% | 157 | +1 | 0.14% | Q2 2026 | Jul 21, 2026 |
| Leo H. Evart, Inc. | History | No change | 692 | 28 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 666 | 27 | 0.0% | 0.0% | 159 | -1,121 | -62.73% | Q2 2026 | Aug 14, 2026 |
| CX Institutional | History | Added to | 642 | 27 | 0.0% | 0.0% | 160 | +36 | 5.94% | Q2 2026 | Jul 01, 2026 |
| Synergy Investment Management, LLC | History | Added to | 639 | 26 | 0.01% | 0.01% | 161 | +4 | 0.63% | Q2 2026 | Aug 14, 2026 |
| Archer Investment Corp | History | No change | 617 | 25 | 0.0% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 583 | 24 | 0.01% | 0.01% | 163 | +3 | 0.52% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | Added to | 534 | 22 | 0.0% | 0.0% | 164 | +39 | 7.88% | Q2 2026 | Jul 30, 2026 |
| Tidemark, LLC | History | No change | 551 | 22 | 0.0% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TSFG, LLC | History | New | 500 | 21 | 0.0% | — | 166 | +500 | New | Q2 2026 | Jul 23, 2026 |
| Coston, McIsaac & Partners | History | Added to | 464 | 19 | 0.0% | 0.0% | 168 | +3 | 0.65% | Q2 2026 | Aug 12, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 475 | 19 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Westfuller Advisors, LLC | History | Added to | 449 | 18 | 0.01% | 0.01% | 169 | +3 | 0.67% | Q2 2026 | Jul 29, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 365 | 15 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 347 | 14 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Networth Advisors, LLC | History | New | 297 | 12 | 0.01% | — | 174 | +297 | New | Q2 2026 | Jul 22, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 302 | 12 | 0.0% | 0.0% | 173 | -34 | -10.12% | Q2 2026 | Aug 03, 2026 |
| PRIVATE TRUST CO NA | History | No change | 300 | 12 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFG Advisory, LLC | History | New | 251 | 10 | 0.0% | — | 175 | +251 | New | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 183 | 7 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mascoma Wealth Management LLC | History | No change | 183 | 7 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NVWM, LLC | History | No change | 176 | 7 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MATHER GROUP, LLC. | History | No change | 151 | 6 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| StrongBox Wealth, LLC | History | New | 53 | 2 | 0.0% | — | 180 | +53 | New | Q2 2026 | Jul 23, 2026 |
| Blue Trust, Inc. | History | New | 27 | 1 | 0.0% | — | 183 | +27 | New | Q2 2026 | Jul 21, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 25 | 1 | 0.0% | — | 182 | +25 | New | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 39 | 1 | 0.0% | 0.0% | 181 | +11 | 39.29% | Q2 2026 | Aug 13, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -35,038 | -100.0% | Q2 2026 | Jul 09, 2026 |
| UNIQUE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -12,255 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,541 | -100.0% | Q2 2026 | Jul 07, 2026 |
| Coordinated Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -5,260 | -100.0% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,866 | -100.0% | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,490 | -100.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,881 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,337 | -100.0% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON-ALTUS USA INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -900 | -100.0% | Q2 2026 | Sep 17, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -816 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -774 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Horizons Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -156 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |