iSHARES TRUST - CMF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 9,795,528 | 564,614 | 0.08% | 0.08% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 7,276,324 | 419,407 | 0.81% | 0.81% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,975,540 | 113,870 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,936,419 | 111,615 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Facet Wealth, Inc. | History | No change | 1,750,409 | 100,893 | 1.45% | 1.45% | 5 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FMR LLC | History | No change | 1,742,213 | 100,421 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 1,691,400 | 97,492 | 0.37% | 0.37% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYON CAPITAL LLC | History | No change | 1,395,697 | 80,447 | 3.5% | 3.5% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,310,854 | 75,557 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BAILARD, INC. | History | No change | 1,213,415 | 69,941 | 1.42% | 1.42% | 10 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,118,263 | 64,456 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mariner, LLC | History | No change | 931,425 | 53,687 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 865,882 | 49,909 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 690,685 | 39,818 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 667,037 | 38,448 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 666,348 | 38,408 | 0.13% | 0.13% | 16 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 624,565 | 35,999 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ROYAL BANK OF CANADA | History | No change | 510,220 | 29,409 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 503,444 | 29,018 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | No change | 477,670 | 27,532 | 0.17% | 0.17% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 455,178 | 26,236 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ASSETMARK, INC | History | No change | 436,085 | 25,135 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cerity Partners LLC | History | No change | 390,584 | 22,513 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| West Wealth Group, LLC | History | No change | 384,830 | 22,181 | 3.63% | 3.63% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 378,084 | 21,792 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 360,260 | 20,765 | 0.02% | 0.02% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 327,187 | 18,859 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Manhattan West Asset Management, LLC | History | No change | 325,296 | 18,750 | 3.13% | 3.13% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 318,941 | 18,383 | 0.66% | 0.66% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 314,017 | 18,099 | 0.17% | 0.17% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 315,476 | 17,937 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 293,212 | 16,881 | 2.09% | 2.09% | 32 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Orin Green Financial, LLC | History | No change | 284,860 | 16,419 | 6.06% | 6.06% | 33 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Creative Planning | History | No change | 273,154 | 15,744 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rinkey Investments | History | No change | 266,511 | 15,361 | 3.62% | 3.62% | 35 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Betterment LLC | History | No change | 253,502 | 14,612 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Slow Capital, Inc. | History | No change | 252,501 | 14,554 | 1.7% | 1.7% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MYECFO, LLC | History | No change | 241,609 | 13,926 | 5.26% | 5.26% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RiverFront Investment Group, LLC | History | No change | 241,434 | 13,916 | 0.18% | 0.18% | 39 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 236,001 | 13,696 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wedmont Private Capital | History | Added to | 242,626 | 13,101 | 0.31% | 0.22% | 41 | +100,574 | 70.8% | Q3 2026 | Oct 09, 2026 |
| Apella Capital, LLC | History | Added to | 236,278 | 12,723 | 0.16% | 0.17% | 42 | +31,585 | 15.43% | Q3 2026 | Oct 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 212,056 | 12,222 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pure Financial Advisors, LLC | History | No change | 209,603 | 12,081 | 0.15% | 0.15% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 203,745 | 11,745 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Navalign, LLC | History | No change | 202,036 | 11,645 | 2.71% | 2.71% | 46 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Brio Consultants, LLC | History | No change | 200,419 | 11,552 | 1.35% | 1.35% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 198,228 | 11,425 | 1.69% | 1.69% | 48 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 195,345 | 11,259 | 0.15% | 0.15% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 194,046 | 11,184 | 0.06% | 0.06% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 192,748 | 11,109 | 0.05% | 0.05% | 51 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 185,277 | 10,671 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 174,620 | 10,065 | 0.16% | 0.16% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 159,119 | 9,171 | 0.14% | 0.14% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 153,750 | 8,862 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 145,019 | 8,358 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 140,131 | 8,077 | 0.04% | 0.04% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 134,984 | 7,780 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 131,735 | 7,593 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 126,779 | 7,307 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 120,754 | 6,960 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Garde Capital, Inc. | History | No change | 116,793 | 6,731 | 0.3% | 0.3% | 62 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 115,189 | 6,639 | 0.17% | 0.17% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 111,073 | 6,402 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | No change | 102,100 | 5,885 | 0.2% | 0.2% | 65 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 100,682 | 5,803 | 0.35% | 0.35% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 99,938 | 5,760 | 0.15% | 0.15% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 98,953 | 5,703 | 0.12% | 0.12% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fullerton Advisors, LLC | History | No change | 98,660 | 5,686 | 5.32% | 5.32% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | No change | 97,938 | 5,645 | 3.16% | 3.16% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 96,380 | 5,555 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 95,424 | 5,500 | 0.06% | 0.06% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Client First Capital LLC | History | No change | 92,578 | 5,336 | 2.12% | 2.12% | 73 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 92,420 | 5,317 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NDWM LLC | History | No change | 92,199 | 5,314 | 3.12% | 3.12% | 75 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Compound Planning, Inc. | History | No change | 86,886 | 5,008 | 0.13% | 0.13% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Elmwood Wealth Management, Inc. | History | No change | 82,736 | 4,768 | 1.19% | 1.19% | 77 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 87,718 | 4,747 | 0.03% | 0.06% | 78 | -40,622 | -31.65% | Q3 2026 | Oct 08, 2026 |
| Columbia Bank | History | No change | 80,426 | 4,635 | 1.04% | 1.04% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Plancorp, LLC | History | No change | 80,435 | 4,610 | 0.11% | 0.11% | 80 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ducere Wealth Management LLC | History | No change | 79,139 | 4,561 | 1.37% | 1.37% | 81 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 77,466 | 4,465 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 75,841 | 4,371 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 73,475 | 4,235 | 0.05% | 0.05% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CHOREO, LLC | History | No change | 73,214 | 4,220 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Cresset Asset Management, LLC | History | No change | 72,199 | 4,161 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 71,158 | 4,101 | 0.12% | 0.12% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Westfuller Advisors, LLC | History | No change | 69,572 | 4,010 | 1.46% | 1.46% | 88 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 67,782 | 3,906 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Trail Advisors, LLC | History | No change | 66,263 | 3,819 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 63,540 | 3,662 | 1.88% | 1.88% | 91 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Heritage Wealth Management, Inc. /CA/ | History | No change | 62,383 | 3,595 | 1.37% | 1.37% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| One Capital Management, LLC | History | No change | 62,540 | 3,556 | 0.1% | 0.1% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVER OAK WEALTH ADVISORS SERVICES, LLC | History | No change | 60,464 | 3,485 | 2.09% | 2.09% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Omega Financial Group, LLC | History | No change | 59,613 | 3,436 | 1.05% | 1.05% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | No change | 58,046 | 3,345 | 0.29% | 0.29% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Warren Street Wealth Advisors, LLC | History | No change | 56,679 | 3,266 | 0.73% | 0.73% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Quantinno Capital Management LP | History | No change | 55,094 | 3,175 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 54,567 | 3,145 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ballast Rock Private Wealth LLC | History | No change | 54,216 | 3,124 | 1.44% | 1.44% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 54,179 | 3,122 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Savvy Advisors, Inc. | History | No change | 53,463 | 3,081 | 0.07% | 0.07% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 21 West Wealth Management LLC | History | No change | 52,882 | 3,048 | 2.6% | 2.6% | 103 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 52,445 | 3,022 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MAI Capital Management | History | No change | 51,510 | 2,969 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 51,498 | 2,968 | 0.12% | 0.12% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Seek First Inc. | History | No change | 50,270 | 2,897 | 1.83% | 1.83% | 107 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WHITTIER TRUST CO | History | No change | 49,893 | 2,872 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Traveka Wealth, LLC | History | No change | 49,410 | 2,847 | 0.95% | 0.95% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WealthCollab, LLC | History | No change | 48,590 | 2,800 | 1.01% | 1.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Empower Advisory Group, LLC | History | No change | 47,697 | 2,749 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 45,012 | 2,594 | 0.34% | 0.34% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 44,178 | 2,546 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 44,080 | 2,540 | 0.4% | 0.4% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DeDora Capital, Inc. | History | No change | 43,535 | 2,509 | 0.55% | 0.55% | 115 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Vise Technologies, Inc. | History | No change | 43,415 | 2,502 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 43,000 | 2,478 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 41,778 | 2,408 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 41,710 | 2,404 | 0.15% | 0.15% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SteelPeak Wealth, LLC | History | No change | 40,675 | 2,344 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 39,921 | 2,301 | 0.15% | 0.15% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 39,454 | 2,274 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BANK OF STOCKTON | History | No change | 37,492 | 2,161 | 0.61% | 0.61% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 36,357 | 2,095 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONQUIS FINANCIAL LLC | History | No change | 36,048 | 2,077 | 1.67% | 1.67% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 35,953 | 2,072 | 0.3% | 0.3% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 35,010 | 2,018 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Engineers Gate Manager LP | History | No change | 33,986 | 1,958 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 33,824 | 1,949 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 32,871 | 1,894 | 0.1% | 0.1% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 32,001 | 1,844 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 31,944 | 1,841 | 0.11% | 0.11% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SimpliFi, Inc. | History | No change | 31,914 | 1,839 | 0.73% | 0.73% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Clark Asset Management, LLC | History | No change | 31,230 | 1,800 | 0.14% | 0.14% | 134 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Corient Private Wealth LP | History | No change | 31,204 | 1,798 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | No change | 30,381 | 1,751 | 0.2% | 0.2% | 136 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 30,000 | 1,730 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 28,542 | 1,645 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Curtis Advisory Group, LLC | History | No change | 28,354 | 1,634 | 0.32% | 0.32% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 27,501 | 1,585 | 0.54% | 0.54% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Destination Wealth Management | History | No change | 27,221 | 1,569 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Towerpoint Wealth, LLC | History | No change | 27,221 | 1,569 | 0.54% | 0.54% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| APS Management Group, Inc. | History | No change | 26,391 | 1,521 | 1.17% | 1.17% | 143 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | No change | 25,689 | 1,480 | 0.06% | 0.06% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Capital Management Investments LLC | History | No change | 25,547 | 1,472 | 0.34% | 0.34% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spinnaker Investment Group, LLC | History | No change | 25,279 | 1,457 | 0.23% | 0.23% | 146 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 23,747 | 1,368 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 23,531 | 1,356 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| McNaughton Wealth Management, LLC | History | Added to | 24,969 | 1,351 | 0.47% | 0.44% | 149 | +3,544 | 16.54% | Q3 2026 | Oct 08, 2026 |
| Wealthspire Advisors, LLC | History | No change | 23,277 | 1,341 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 22,722 | 1,309 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keystone Global Partners, LLC | History | No change | 22,532 | 1,298 | 0.49% | 0.49% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 22,362 | 1,288 | 0.06% | 0.06% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 22,185 | 1,276 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFC Advisors LLC | History | No change | 22,093 | 1,273 | 0.16% | 0.16% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Impact Investors, Inc | History | No change | 22,060 | 1,271 | 0.93% | 0.93% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 21,409 | 1,234 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HCR Wealth Advisors | History | No change | 20,901 | 1,204 | 0.11% | 0.11% | 158 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Precision Wealth Strategies, LLC | History | No change | 20,897 | 1,204 | 0.36% | 0.36% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | No change | 20,877 | 1,203 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 20,707 | 1,193 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 20,789 | 1,192 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 20,582 | 1,186 | 0.13% | 0.13% | 163 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Portfolio Design Labs, LLC | History | No change | 20,514 | 1,182 | 0.19% | 0.19% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 20,408 | 1,176 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IEQ CAPITAL, LLC | History | No change | 19,886 | 1,146 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 19,706 | 1,136 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tillman Hartley LLC | History | No change | 19,126 | 1,102 | 0.25% | 0.25% | 168 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 18,494 | 1,065 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Diversified Portfolios, Inc. | History | No change | 18,201 | 1,049 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NewEdge Advisors, LLC | History | No change | 18,087 | 1,042 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Golden State Wealth Management, LLC | History | No change | 17,906 | 1,032 | 0.09% | 0.09% | 172 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 17,867 | 1,029 | 0.2% | 0.2% | 173 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Values Added Financial LLC | History | No change | 17,627 | 1,016 | 0.37% | 0.37% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vilga Financial Planning LLC | History | No change | 18,626 | 1,008 | 0.6% | 0.81% | 175 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| True Link Financial Advisors, LLC | History | No change | 17,154 | 988 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FF Advisors,LLC | History | No change | 17,117 | 986 | 0.37% | 0.37% | 177 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LM Advisors LLC | History | No change | 16,872 | 973 | 0.11% | 0.11% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | No change | 16,766 | 966 | 0.02% | 0.02% | 179 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | No change | 16,276 | 938 | 0.47% | 0.47% | 180 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LifeWealth Investments, LLC | History | No change | 15,806 | 911 | 0.24% | 0.24% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Argyle Capital Partners, LLC | History | No change | 15,801 | 910 | 0.57% | 0.57% | 182 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 15,232 | 877 | 0.32% | 0.32% | 183 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 15,220 | 877 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 14,980 | 863 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NWF Advisory Services Inc. | History | No change | 14,784 | 852 | 0.08% | 0.08% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 14,732 | 849 | 0.09% | 0.09% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HUB Investment Partners, LLC | History | No change | 14,682 | 846 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 14,650 | 844 | 0.05% | 0.05% | 189 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FLC Capital Advisors | History | No change | 14,553 | 838 | 0.13% | 0.13% | 190 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WRAPMANAGER INC | History | No change | 14,125 | 814 | 0.25% | 0.25% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Two West Capital Advisors LLC | History | No change | 14,212 | 810 | 0.4% | 0.4% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Boltwood Capital Management | History | Added to | 14,915 | 807 | 0.18% | 0.18% | 193 | +1,410 | 10.44% | Q3 2026 | Oct 02, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 13,975 | 805 | 0.17% | 0.17% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Savant Capital, LLC | History | No change | 13,954 | 798 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SmartHarvest Portfolios, LLC | History | No change | 13,124 | 756 | 0.24% | 0.24% | 196 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WESPAC Advisors SoCal, LLC | History | No change | 13,093 | 754 | 0.13% | 0.13% | 197 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Integrated Advisors Network LLC | History | No change | 12,930 | 745 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Arax Advisory Partners | History | No change | 12,669 | 730 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Climber Capital SA | History | No change | 12,660 | 727 | 0.44% | 0.44% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aspen Investment Management Inc | History | No change | 12,410 | 715 | 0.19% | 0.19% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 12,404 | 714 | 0.26% | 0.26% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lido Advisors, LLC | History | No change | 12,225 | 704 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 12,154 | 700 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 12,144 | 699 | 0.08% | 0.08% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BROWN ADVISORY INC | History | No change | 12,106 | 697 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 11,998 | 691 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BRASADA CAPITAL MANAGEMENT, LP | History | No change | 11,961 | 689 | 0.12% | 0.12% | 208 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| OPPENHEIMER & CO INC | History | No change | 11,850 | 683 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 11,807 | 680 | 0.37% | 0.37% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 11,723 | 675 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CV Advisors LLC | History | No change | 11,300 | 649 | 0.12% | 0.12% | 212 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Fisher Asset Management, LLC | History | No change | 11,093 | 639 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| US BANCORP \DE\ | History | No change | 11,031 | 635 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | No change | 10,682 | 615 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Life Planning Partners, Inc | History | No change | 10,644 | 613 | 0.46% | 0.46% | 216 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Composition Wealth, LLC | History | No change | 10,596 | 610 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Trace Wealth Advisors, LLC | History | No change | 10,452 | 602 | 0.39% | 0.39% | 218 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Williams & Novak, LLC | History | No change | 10,346 | 596 | 0.39% | 0.39% | 219 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Investment Advisory Group, LLC | History | No change | 10,175 | 586 | 0.13% | 0.13% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| January Capital Advisors LLC | History | No change | 10,027 | 577 | 0.48% | 0.48% | 221 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| Neumann Capital Management, LLC | History | No change | 9,900 | 570 | 0.38% | 0.38% | 222 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | No change | 9,828 | 566 | 0.09% | 0.09% | 223 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ALTFEST L J & CO INC | History | No change | 9,409 | 542 | 0.05% | 0.05% | 224 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| RVW Wealth, LLC | History | Reduced | 9,896 | 535 | 0.03% | 0.04% | 225 | -340 | -3.32% | Q3 2026 | Oct 06, 2026 |
| Elequin Capital, LP | History | No change | 9,082 | 523 | 0.02% | 0.02% | 226 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 8,925 | 514 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BRIGHTON JONES LLC | History | No change | 8,817 | 508 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VAQUERO PRIVATE WEALTH, LTD | History | No change | 8,670 | 499 | 0.1% | 0.1% | 229 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Chris Bulman Inc | History | No change | 8,589 | 495 | 0.18% | 0.18% | 230 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 8,531 | 491 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MEMBERS WEALTH LLC | History | No change | 8,317 | 479 | 0.26% | 0.26% | 232 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 8,287 | 477 | 0.11% | 0.11% | 233 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 8,249 | 475 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stordahl Capital Management, Inc. | History | No change | 8,225 | 474 | 0.09% | 0.09% | 235 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 8,180 | 471 | 0.15% | 0.15% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fort Point Capital Partners LLC | History | No change | 8,132 | 468 | 0.03% | 0.03% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TME FINANCIAL, INC. | History | No change | 8,106 | 467 | 0.29% | 0.29% | 238 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Shira Ridge Wealth Management | History | Reduced | 8,558 | 463 | 0.16% | 0.3% | 240 | -6,191 | -41.98% | Q3 2026 | Oct 08, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 8,035 | 463 | 0.1% | 0.1% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 7,997 | 460 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| M. Kulyk & Associates, LLC | History | No change | 7,925 | 456 | 0.07% | 0.07% | 242 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Meridian Wealth Management, LLC | History | No change | 7,820 | 450 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 7,768 | 447 | 0.24% | 0.24% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sowell Financial Services LLC | History | No change | 7,644 | 440 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WorthPointe, LLC | History | No change | 7,599 | 438 | 0.11% | 0.11% | 246 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASL Financial, LLC | History | No change | 7,400 | 426 | 0.3% | 0.3% | 247 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Stratos Investment Management, LLC | History | No change | 7,344 | 423 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ECLECTIC ASSOCIATES INC /ADV | History | Added to | 7,762 | 420 | 0.05% | 0.05% | 249 | +116 | 1.52% | Q3 2026 | Oct 08, 2026 |
| TLWM | History | Added to | 7,728 | 418 | 0.07% | 0.05% | 250 | +2,800 | 56.82% | Q3 2026 | Oct 08, 2026 |
| North Berkeley Wealth Management, LLC | History | No change | 7,201 | 415 | 0.17% | 0.17% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 7,165 | 412 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DeLarme Wealth Management, Inc. | History | No change | 6,940 | 400 | 0.23% | 0.23% | 253 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chesley Taft & Associates LLC | History | No change | 6,925 | 399 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Summit Wealth Group, LLC | History | No change | 6,849 | 394 | 0.08% | 0.08% | 255 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RHS Financial, LLC | History | No change | 6,753 | 389 | 0.16% | 0.16% | 256 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Zhang Financial LLC | History | No change | 6,580 | 379 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 6,454 | 372 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| VERUS WEALTH MANAGEMENT, LLC | History | No change | 6,400 | 368 | 0.3% | 0.3% | 259 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Altura Wealth Advisors Inc. | History | No change | 6,380 | 367 | 0.12% | 0.12% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Whitegate Investment Counselors, Inc. | History | No change | 6,350 | 366 | 0.1% | 0.1% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,338 | 365 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Trilogy Capital Inc. | History | No change | 6,320 | 364 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Carnegie Investment Counsel | History | No change | 6,261 | 360 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Safeguard Investment Advisory Group, LLC | History | No change | 6,193 | 356 | 0.08% | 0.08% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 6,142 | 354 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 6,112 | 352 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Qube Research & Technologies Ltd | History | No change | 6,108 | 352 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Emergent Wealth Advisors, LLC | History | No change | 6,499 | 351 | 0.18% | 0.19% | 269 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Montecito Bank & Trust | History | No change | 6,450 | 349 | 0.05% | 0.06% | 270 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Ledyard National Bank | History | No change | 6,000 | 345 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Wise Wealth Partners | History | No change | 5,959 | 343 | 0.58% | 0.58% | 272 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 5,935 | 342 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 5,893 | 339 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 5,895 | 339 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5,810 | 334 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IMPACTfolio, LLC | History | No change | 5,805 | 334 | 0.13% | 0.13% | 277 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GoalFusion Wealth Management, LLC | History | Reduced | 6,150 | 332 | 0.13% | 0.17% | 278 | -1,350 | -18.0% | Q3 2026 | Oct 06, 2026 |
| Falcon Wealth Planning | History | No change | 5,675 | 327 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| VestGen Advisors, LLC | History | No change | 5,570 | 321 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Hamilton Wealth, LLC | History | No change | 5,292 | 305 | 0.06% | 0.06% | 281 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UNION SAVINGS BANK | History | No change | 5,279 | 304 | 0.12% | 0.12% | 282 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rose Capital Advisors LLC | History | No change | 5,202 | 299 | 0.15% | 0.15% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HB Wealth Management, LLC | History | No change | 5,053 | 291 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Nuveen, LLC | History | No change | 5,041 | 290 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 4,798 | 288 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Apeiron RIA LLC | History | No change | 5,220 | 283 | 0.06% | 0.08% | 287 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,754 | 274 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,734 | 272 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Retirement, LLC | History | No change | 4,727 | 272 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| a16z Perennial Management, L.P. | History | No change | 4,710 | 271 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,658 | 268 | 0.05% | 0.05% | 292 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| VICUS CAPITAL | History | No change | 4,517 | 260 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 4,465 | 257 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 4,400 | 253 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | No change | 4,400 | 253 | 0.18% | 0.18% | 296 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sun Group Wealth Partners | History | No change | 4,399 | 253 | 0.17% | 0.17% | 297 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AlTi Global, Inc. | History | No change | 4,364 | 251 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elyxium Wealth, LLC | History | No change | 4,333 | 249 | 0.03% | 0.03% | 299 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Southland Equity Partners LLC | History | No change | 4,318 | 248 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | No change | 4,185 | 241 | 0.06% | 0.06% | 301 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANDREWS, LUCIA WEALTH MANAGEMENT LLC | History | No change | 4,194 | 241 | 0.13% | 0.13% | 302 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Retirement Planning Group, LLC | History | No change | 4,120 | 237 | 0.01% | 0.01% | 303 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PFG Advisors | History | No change | 4,126 | 237 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tidemark, LLC | History | No change | 4,076 | 234 | 0.05% | 0.05% | 305 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Range Advisory, LLC | History | No change | 4,069 | 234 | 0.03% | 0.03% | 306 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Morton Capital Management LLC/CA | History | No change | 3,956 | 228 | 0.03% | 0.03% | 307 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,944 | 227 | 0.02% | 0.02% | 308 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 3,937 | 226 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 3,867 | 222 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Triumph Capital Management | History | No change | 3,764 | 216 | 0.04% | 0.04% | 311 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sherman Asset Management, Inc. | History | No change | 3,744 | 215 | 0.17% | 0.17% | 312 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Shum Financial Group, Inc. | History | No change | 3,706 | 213 | 0.13% | 0.13% | 313 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,688 | 212 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 3,635 | 209 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULBERTSON A N & CO INC | History | No change | 3,550 | 204 | 0.02% | 0.02% | 316 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 3,480 | 200 | 0.01% | 0.01% | 317 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 3,448 | 199 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 3,266 | 188 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 3,089 | 178 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 3,102 | 178 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,869 | 165 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | No change | 2,462 | 141 | 0.06% | 0.06% | 323 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Continuum Advisory, LLC | History | No change | 2,420 | 139 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Caldwell Trust Co | History | No change | 2,150 | 123 | 0.01% | 0.01% | 325 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Main Management LLC | History | No change | 1,872 | 108 | 0.01% | 0.01% | 326 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 1,671 | 96 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,606 | 92 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,500 | 86 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,469 | 84 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | No change | 1,350 | 77 | 0.02% | 0.02% | 331 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AlphaCore Capital LLC | History | No change | 1,316 | 75 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,250 | 72 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Founders Financial Alliance, LLC | History | No change | 1,044 | 60 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GAMMA Investing LLC | History | Added to | 1,019 | 55 | 0.0% | 0.0% | 335 | +62 | 6.48% | Q3 2026 | Oct 08, 2026 |
| Ares Financial Consulting, LLC | History | No change | 938 | 54 | 0.04% | 0.04% | 336 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 750 | 43 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MATHER GROUP, LLC. | History | No change | 700 | 40 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 704 | 40 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Asset Planning,Inc | History | No change | 700 | 40 | 0.03% | 0.03% | 340 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Concord Investment Counsel Inc. | History | No change | 681 | 39 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crewe Advisors LLC | History | No change | 580 | 33 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BALLAST ADVISORS LLC | History | No change | 495 | 28 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 518 | 28 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 364 | 20 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 361 | 20 | 0.02% | 0.02% | 346 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Biltmore Family Office, LLC | History | No change | 247 | 14 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winthrop Capital Management, LLC | History | No change | 242 | 14 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 73 | 4 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 60 | 3 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Horizon Investments, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ADVISERS INC | History | No change | 30 | 1 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nautilus Advisors LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -9,850 | -100.0% | Q3 2026 | Oct 06, 2026 |
| Gerald Baker Financial Group LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,820 | -100.0% | Q3 2026 | Oct 09, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -1,133 | -100.0% | Q3 2026 | Oct 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AE Wealth Management LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |