iSHARES TRUST - BGRN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Betterment LLC | History | No change | 1,509,423 | 71,652 | 0.12% | 0.12% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,287,316 | 61,112 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Empower Advisory Group, LLC | History | No change | 1,158,380 | 54,991 | 0.13% | 0.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co | History | No change | 531,914 | 43,537 | 24.08% | 24.08% | 4 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 476,001 | 22,596 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 256,931 | 12,197 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Francis Financial, Inc. | History | No change | 254,794 | 12,095 | 1.98% | 1.98% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LPL Financial LLC | History | No change | 221,988 | 10,538 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Impact Investors, Inc | History | No change | 201,844 | 9,582 | 7.01% | 7.01% | 9 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Creative Planning | History | No change | 201,096 | 9,546 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEEDS INVESTOR LLC | History | No change | 140,678 | 6,678 | 0.69% | 0.69% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atomic Invest LLC | History | No change | 133,296 | 6,351 | 0.56% | 0.56% | 12 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 119,432 | 5,669 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ASSETMARK, INC | History | No change | 100,388 | 4,765 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bank of New York Mellon Corp | History | No change | 100,324 | 4,762 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 83,785 | 3,977 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Laurel Wealth Planning LLC | History | No change | 72,378 | 3,435 | 1.52% | 1.52% | 17 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | No change | 71,769 | 3,407 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 64,685 | 3,070 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 52,006 | 2,468 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 51,724 | 2,455 | 0.15% | 0.15% | 21 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 48,578 | 2,306 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Plum Street Advisors, LLC | History | No change | 47,429 | 2,251 | 0.72% | 0.72% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 39,504 | 1,875 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pathstone Holdings, LLC | History | No change | 36,187 | 1,717 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Johnson Financial Group, LLC | History | No change | 32,935 | 1,563 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealthfront Advisers LLC | History | No change | 32,185 | 1,527 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 27,100 | 1,286 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brio Consultants, LLC | History | No change | 27,083 | 1,285 | 0.15% | 0.15% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 25,827 | 1,226 | 0.66% | 0.66% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 25,764 | 1,225 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equita Financial Network, Inc. | History | No change | 25,643 | 1,217 | 0.34% | 0.34% | 32 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 24,576 | 1,166 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Modern Wealth Management, LLC | History | No change | 23,842 | 1,131 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 22,305 | 1,058 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 21,656 | 1,028 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 21,250 | 1,008 | 0.23% | 0.23% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | No change | 20,555 | 975 | 0.14% | 0.14% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 19,567 | 928 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Midwest Financial Partners Investments, Inc. | History | No change | 18,921 | 898 | 0.37% | 0.37% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 18,700 | 887 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Omega Financial Group, LLC | History | No change | 18,664 | 886 | 0.27% | 0.27% | 42 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 18,276 | 867 | 0.1% | 0.1% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Falcon Wealth Planning | History | No change | 17,891 | 849 | 0.05% | 0.05% | 44 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Livet Wealth, LLC | History | No change | 17,621 | 836 | 0.48% | 0.48% | 45 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 17,361 | 824 | 0.45% | 0.45% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Compound Planning, Inc. | History | No change | 17,174 | 815 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 17,044 | 809 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 16,530 | 784 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 16,440 | 780 | 0.02% | 0.02% | 50 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Tanager Wealth Management LLP | History | No change | 15,090 | 716 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 14,542 | 690 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 14,363 | 681 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 13,841 | 657 | 0.04% | 0.04% | 54 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 12,360 | 586 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITIGROUP INC | History | No change | 12,180 | 578 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XY Planning Network, Inc. | History | No change | 11,839 | 562 | 0.07% | 0.07% | 57 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 11,577 | 549 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 10,899 | 517 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aprio Wealth Management, LLC | History | No change | 9,656 | 458 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | No change | 9,115 | 432 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 9,003 | 427 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Values Added Financial LLC | History | No change | 8,849 | 420 | 0.15% | 0.15% | 63 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 8,580 | 407 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 8,498 | 403 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KilterHowling LLC | History | No change | 7,496 | 355 | 0.16% | 0.16% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,398 | 351 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 6,956 | 330 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 6,968 | 330 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Torren Management, LLC | History | No change | 6,825 | 323 | 0.16% | 0.16% | 70 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,641 | 315 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 6,641 | 315 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DORVAL Corp | History | No change | 6,379 | 302 | 0.09% | 0.09% | 73 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 6,181 | 293 | 0.03% | 0.03% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 6,152 | 292 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LRI Investments, LLC | History | No change | 6,158 | 292 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| COREPATH WEALTH PARTNERS LLC | History | No change | 6,097 | 287 | 0.18% | 0.18% | 77 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GWN SECURITIES INC. | History | No change | 6,002 | 284 | 0.05% | 0.05% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 5,494 | 260 | 0.24% | 0.24% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 5,500 | 259 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Storen Legacy Partners, LLC | History | No change | 5,422 | 257 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 5,202 | 246 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | No change | 5,176 | 245 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,934 | 234 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 4,882 | 231 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 4,811 | 228 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,513 | 214 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,221 | 200 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 3,332 | 158 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sachetta, LLC | History | No change | 2,689 | 127 | 0.06% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Westfuller Advisors, LLC | History | No change | 2,459 | 116 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trust Co | History | No change | 1,548 | 73 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Silver Grove Financial Group, Inc. | History | No change | 1,361 | 64 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 1,100 | 52 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 1,095 | 51 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hickory Point Bank & Trust | History | New | 1,089 | 49 | 0.03% | — | 96 | +1,089 | New | Q3 2026 | Oct 01, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 971 | 46 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Farther Finance Advisors, LLC | History | No change | 965 | 45 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Smithfield Trust Co | History | No change | 920 | 44 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Robinswood Financial LLC | History | No change | 797 | 37 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 765 | 36 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 658 | 31 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Lodestone Wealth Management LLC | History | No change | 652 | 30 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 630 | 29 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIRCHBROOK, INC. | History | No change | 527 | 25 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 448 | 21 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archer Investment Corp | History | No change | 463 | 21 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantum Portfolio Management LLC | History | No change | 450 | 21 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pacifica Partners Inc. | History | No change | 417 | 19 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 385 | 18 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | No change | 364 | 17 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Perspectives, Inc | History | No change | 371 | 17 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Glassy Mountain Advisors, Inc. | History | No change | 304 | 14 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MORGAN STANLEY | History | No change | 255 | 12 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fort Vancouver Investment Management, LLC | History | No change | 261 | 12 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Triumph Capital Management | History | No change | 242 | 11 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 247 | 11 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CENTRAL TRUST Co | History | No change | 114 | 5 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 119 | 5 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brooklyn FI, LLC | History | No change | 120 | 5 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 114 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FMR LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 85 | 4 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 97 | 4 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Dunhill Financial, LLC | History | No change | 84 | 3 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 63 | 3 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 56 | 2 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 42 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Purpose Unlimited Inc. | History | No change | 35 | 1 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RMG Wealth Management LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |