iShares U.S. ETF Trust - COMT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 3,634,696 | 110,385 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Treasurer of the State of North Carolina | History | No change | 2,946,685 | 89,491 | 0.23% | 0.23% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,225,318 | 37,212 | 6.61% | 6.61% | 3 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Proficio Capital Partners LLC | History | No change | 501,245 | 15,222 | 0.55% | 0.55% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 384,975 | 11,691 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 262,635 | 7,976 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Focus Partners Wealth | History | No change | 225,038 | 6,834 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 224,484 | 6,814 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 224,214 | 6,809 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VCI Wealth Management LLC | History | No change | 222,780 | 6,765 | 1.7% | 1.7% | 10 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 201,415 | 6,116 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWAM LLC | History | No change | 184,572 | 5,605 | 0.28% | 0.28% | 12 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 170,957 | 5,191 | 0.27% | 0.27% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 153,213 | 4,653 | 1.65% | 1.65% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vontobel Holding Ltd. | History | No change | 113,100 | 3,434 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 106,051 | 3,220 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 104,163 | 3,163 | 0.26% | 0.26% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 103,366 | 3,139 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avior Wealth Management, LLC | History | No change | 92,901 | 2,821 | 0.07% | 0.07% | 19 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 92,201 | 2,800 | 0.33% | 0.33% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 85,046 | 2,582 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 84,273 | 2,559 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Trek Financial, LLC | History | No change | 84,157 | 2,555 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | No change | 84,119 | 2,554 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 81,027 | 2,460 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Note Advisors, LLC | History | No change | 80,288 | 2,438 | 1.06% | 1.06% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 78,373 | 2,380 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aletheian Wealth Advisors LLC | History | Added to | 63,181 | 2,328 | 0.93% | 0.81% | 28 | +808 | 1.3% | Q3 2026 | Oct 08, 2026 |
| Fulcrum Asset Management LLP | History | No change | 76,616 | 2,316 | 0.23% | 0.23% | 29 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cetera Investment Advisers | History | No change | 69,621 | 2,114 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 69,470 | 2,109 | 1.31% | 1.31% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 62,679 | 1,903 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carrera Capital Advisors | History | No change | 61,792 | 1,876 | 0.28% | 0.28% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ARKANSAS FINANCIAL GROUP, INC. | History | No change | 60,946 | 1,850 | 0.24% | 0.24% | 34 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GenTrust, LLC | History | No change | 59,740 | 1,814 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Johnson Financial Group, LLC | History | No change | 59,598 | 1,809 | 0.1% | 0.1% | 36 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 54,828 | 1,658 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Essential Partners LLC | History | No change | 53,461 | 1,623 | 0.75% | 0.75% | 38 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 49,915 | 1,515 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 48,730 | 1,479 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Alhambra Investment Management LLC | History | No change | 47,290 | 1,436 | 0.63% | 0.63% | 41 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Qube Research & Technologies Ltd | History | No change | 46,170 | 1,402 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 42,676 | 1,296 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 39,779 | 1,208 | 0.2% | 0.2% | 44 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Brookstone Capital Management | History | No change | 35,409 | 1,075 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quadrature Capital Ltd | History | No change | 34,949 | 1,061 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 34,600 | 1,050 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Columbus Macro, LLC | History | No change | 32,763 | 995 | 0.1% | 0.1% | 48 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advus Financial Partners, LLC | History | No change | 32,470 | 986 | 0.28% | 0.28% | 49 | 0 | 0.0% | Q2 2026 | Oct 02, 2026 |
| Cerity Partners LLC | History | No change | 25,143 | 763 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prosperity Planning, Inc. | History | No change | 23,925 | 726 | 0.17% | 0.17% | 51 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 21,130 | 642 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 20,391 | 619 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 19,366 | 588 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LANE BROTHERS & CO INC | History | No change | 18,987 | 576 | 0.38% | 0.38% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 16,056 | 487 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 15,924 | 483 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Compound Planning, Inc. | History | No change | 15,746 | 478 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Nolet Wealth Management, LLC | History | No change | 15,500 | 470 | 0.26% | 0.26% | 59 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 15,319 | 465 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 15,135 | 459 | 0.21% | 0.21% | 61 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 14,748 | 447 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Perigon Wealth Management, LLC | History | No change | 14,596 | 443 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 14,279 | 433 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Eddie Patel Inc | History | No change | 14,170 | 430 | 0.26% | 0.26% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 13,957 | 423 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Creative Planning | History | No change | 13,416 | 407 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 13,033 | 395 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FCA CORP /TX | History | No change | 12,532 | 380 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 12,441 | 377 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 12,439 | 377 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 9,980 | 367 | 0.01% | 0.01% | 72 | -376 | -3.63% | Q3 2026 | Oct 08, 2026 |
| Mariner, LLC | History | No change | 12,004 | 364 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 11,269 | 342 | 0.09% | 0.09% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 11,034 | 335 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Coppell Advisory Solutions LLC | History | No change | 130 | 324 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE Private Wealth Advisors | History | No change | 10,260 | 311 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 10,261 | 311 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ryan Investment Management, Inc. | History | No change | 10,138 | 307 | 0.14% | 0.14% | 79 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Marion Wealth Management | History | No change | 9,886 | 300 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Madison Wealth Partners, Inc | History | No change | 9,570 | 290 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pines Wealth Management, LLC | History | No change | 9,473 | 287 | 0.08% | 0.08% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parkwoods Wealth Partners, LLC | History | No change | 9,222 | 280 | 0.04% | 0.04% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | No change | 9,042 | 274 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 9,001 | 273 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, LLC | History | No change | 8,793 | 267 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TCFG Investment Advisors, LLC | History | No change | 8,365 | 255 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 8,300 | 252 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 8,147 | 247 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 8,122 | 246 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 8,085 | 245 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Security Financial Services, INC. | History | No change | 7,848 | 238 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 7,805 | 237 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EHRLICH FINANCIAL GROUP | History | No change | 7,728 | 234 | 0.12% | 0.12% | 94 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | No change | 7,293 | 221 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWEST WEALTH MANAGEMENT, LLC | History | No change | 7,211 | 218 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 6,798 | 206 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,644 | 201 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,303 | 191 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 5,381 | 163 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST HORIZON CORP | History | No change | 5,167 | 156 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 3,729 | 113 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,926 | 107 | 0.0% | 0.0% | 103 | +547 | 22.99% | Q3 2026 | Oct 08, 2026 |
| Ancora Advisors LLC | History | No change | 2,896 | 87 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 2,372 | 72 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Financial Perspectives, Inc | History | No change | 2,309 | 70 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 1,894 | 57 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EFG International AG | History | No change | 1,805 | 54 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,521 | 46 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gen-Wealth Partners Inc | History | No change | 1,542 | 46 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atomic Invest LLC | History | No change | 1,474 | 44 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| FIFTH THIRD BANCORP | History | No change | 1,258 | 38 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 197 | 37 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Parallel Advisors, LLC | History | No change | 1,092 | 33 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,075 | 32 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,023 | 31 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingdom Financial Group LLC. | History | No change | 977 | 29 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Triumph Capital Management | History | No change | 911 | 27 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 822 | 24 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horizons Wealth Management | History | New | 555 | 20 | 0.01% | — | 120 | +555 | New | Q3 2026 | Oct 05, 2026 |
| BlackRock, Inc. | History | No change | 644 | 19 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 529 | 16 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 511 | 15 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 495 | 15 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 468 | 14 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Vision Retirement, LLC | History | No change | 427 | 12 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Founders Financial Alliance, LLC | History | No change | 330 | 10 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 286 | 8 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 265 | 8 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 241 | 7 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 237 | 7 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 202 | 6 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GROUP ONE TRADING LLC | History | No change | 200 | 6 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 203 | 6 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 167 | 5 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rossby Financial, LCC | History | No change | 197 | 5 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Catherine Avery Investment Management LLC | History | No change | 190 | 5 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Forum Finance Group S.A. | History | No change | 200 | 5 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 163 | 4 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 136 | 4 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 156 | 4 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Montgomery Financial Services LLC | History | No change | 143 | 4 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 100 | 3 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | No change | 111 | 3 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LAM GROUP, INC. | History | No change | 115 | 3 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NBT BANK, N.A. | History | No change | 92 | 2 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Axiom Investment Management LLC | History | No change | 79 | 2 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 77 | 2 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Transce3nd, LLC | History | No change | 64 | 2 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 72 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 77 | 2 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| US BANCORP \DE\ | History | No change | 47 | 1 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 37 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lloyd Advisory Services, LLC. | History | No change | 56 | 1 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rosenberg Matthew Hamilton | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q3 2026 | Oct 05, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q3 2026 | Oct 07, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Planning Group LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Kroeger Financial Partners | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |