iSHARES TRUST - DIVB
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 | No change | 4,145,676 | 255,373 | 0.06% | 0.06% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,416,943 | 87,283 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 803,310 | 49,483 | 0.25% | 0.25% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IAG Wealth Partners, LLC | History | No change | 508,870 | 31,346 | 3.1% | 3.1% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 365,095 | 22,489 | 0.27% | 0.27% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 365,095 | 22,489 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 352,106 | 22,400 | 2.55% | 2.55% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 320,755 | 19,758 | 0.14% | 0.14% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sunburst Financial Group, LLC | History | No change | 317,289 | 19,545 | 3.17% | 3.17% | 9 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 309,592 | 19,070 | 2.87% | 2.87% | 10 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 258,898 | 15,948 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Aspire Capital Advisors LLC | History | No change | 256,195 | 15,781 | 3.07% | 3.07% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| IFG Advisory, LLC | History | No change | 254,762 | 15,693 | 0.55% | 0.55% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Welch Financial Planning, LLC | History | No change | 234,487 | 14,444 | 8.42% | 8.42% | 14 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Cetera Investment Advisers | History | No change | 231,857 | 14,282 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Advisors Capital Management, LLC | History | No change | 186,523 | 11,489 | 0.12% | 0.12% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 184,304 | 11,353 | 2.83% | 2.83% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cresset Asset Management, LLC | History | No change | 180,353 | 11,109 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 155,471 | 9,577 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 146,129 | 9,001 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 136,359 | 8,399 | 0.07% | 0.07% | 21 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 123,985 | 7,693 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 123,465 | 7,605 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Financial Services Inc | History | No change | 121,351 | 7,475 | 2.79% | 2.79% | 24 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 117,737 | 7,252 | 0.23% | 0.23% | 25 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 110,438 | 6,802 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 106,231 | 6,543 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 104,443 | 6,433 | 1.11% | 1.11% | 28 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Breakwater Capital Group | History | No change | 100,714 | 6,203 | 0.74% | 0.74% | 29 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 99,900 | 6,153 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 94,537 | 5,823 | 0.27% | 0.27% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 92,469 | 5,696 | 3.85% | 3.85% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 84,559 | 5,209 | 0.08% | 0.08% | 33 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Taylor Financial Group, Inc. | History | No change | 80,488 | 4,958 | 2.73% | 2.73% | 34 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 75,363 | 4,642 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 73,293 | 4,514 | 0.17% | 0.17% | 36 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prepared Retirement Institute LLC | History | No change | 68,554 | 4,222 | 1.8% | 1.8% | 37 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 67,200 | 4,139 | 1.96% | 1.96% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 62,087 | 3,824 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| IHT Wealth Management, LLC | History | No change | 60,330 | 3,716 | 0.08% | 0.08% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 55,496 | 3,418 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Argent Trust Co | History | No change | 55,382 | 3,411 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PKS Advisory Services, LLC | History | No change | 52,371 | 3,225 | 0.51% | 0.51% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Larson Financial Group LLC | History | No change | 51,004 | 3,141 | 0.08% | 0.08% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 49,855 | 3,071 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 47,700 | 2,938 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEOPLES BANK /OH | History | No change | 42,360 | 2,609 | 1.34% | 1.34% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Galvin, Gaustad & Stein, LLC | History | No change | 41,063 | 2,529 | 0.19% | 0.19% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Western Wealth Management, LLC | History | No change | 40,284 | 2,481 | 0.08% | 0.08% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 38,545 | 2,374 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 36,088 | 2,223 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NICOLET BANKSHARES INC | History | No change | 35,919 | 2,212 | 0.07% | 0.07% | 52 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 32,691 | 2,013 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 32,359 | 1,993 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kellett Wealth Advisors, LLC | History | No change | 31,451 | 1,937 | 0.9% | 0.9% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IRON Financial LLC | History | No change | 30,477 | 1,877 | 0.77% | 0.77% | 56 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BESSEMER GROUP INC | History | No change | 29,945 | 1,845 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 28,896 | 1,779 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 27,355 | 1,475 | 0.02% | 0.02% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 23,667 | 1,457 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 22,962 | 1,414 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sovran Advisors, LLC | History | No change | 21,131 | 1,407 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 22,671 | 1,396 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 22,544 | 1,388 | 0.2% | 0.2% | 64 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 21,371 | 1,316 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 21,008 | 1,294 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ADG Wealth Management Group, LLC | History | No change | 20,846 | 1,284 | 0.82% | 0.82% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 20,820 | 1,282 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 20,018 | 1,233 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 19,921 | 1,227 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MidAtlantic Capital Management, Inc. | History | No change | 19,498 | 1,201 | 0.75% | 0.75% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| XTX Topco Ltd | History | No change | 19,156 | 1,180 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 17,529 | 1,079 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | No change | 17,215 | 1,060 | 0.09% | 0.09% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 15,646 | 963 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 15,523 | 956 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 14,816 | 912 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 14,500 | 893 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 13,527 | 833 | 0.2% | 0.2% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 13,399 | 825 | 0.08% | 0.08% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Dana Investment Advisors, Inc. | History | No change | 12,844 | 791 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 12,510 | 770 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 11,979 | 737 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 11,509 | 731 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 11,362 | 699 | 0.48% | 0.48% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TANDEM CAPITAL MANAGEMENT CORP /ADV | History | No change | 10,955 | 674 | 0.28% | 0.28% | 86 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 10,751 | 662 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 10,191 | 627 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 9,910 | 610 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 9,650 | 594 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisory Services Network, LLC | History | No change | 9,632 | 593 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 9,581 | 590 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 9,339 | 575 | 0.11% | 0.11% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 9,304 | 573 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 9,304 | 573 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| KPP Advisory Services LLC | History | No change | 8,853 | 545 | 0.07% | 0.07% | 96 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Meridian Financial Advisors, LLC | History | No change | 8,631 | 531 | 0.26% | 0.26% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 8,244 | 507 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Collier Financial | History | No change | 8,149 | 501 | 0.34% | 0.34% | 99 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 8,114 | 499 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Total Clarity Wealth Management, Inc. | History | No change | 7,994 | 492 | 0.1% | 0.1% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 7,700 | 474 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 7,534 | 464 | 0.03% | 0.03% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 7,380 | 454 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Gouws Capital LLC | History | No change | 7,250 | 446 | 0.21% | 0.21% | 105 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 6,745 | 415 | 0.04% | 0.04% | 106 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | No change | 6,668 | 410 | 0.1% | 0.1% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Qube Research & Technologies Ltd | History | No change | 6,604 | 406 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 6,534 | 402 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Citizens National Bank Trust Department | History | No change | 6,474 | 398 | 0.06% | 0.06% | 110 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lantern Wealth Advisors, LLC | History | No change | 6,453 | 397 | 0.18% | 0.18% | 111 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 6,366 | 392 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,322 | 389 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6,298 | 387 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 5,965 | 367 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Waverly Advisors, LLC | History | No change | 5,479 | 337 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RMR Wealth Builders | History | No change | 5,469 | 336 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Merit Financial Group, LLC | History | No change | 5,447 | 335 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AdvisorNet Financial, Inc | History | No change | 5,375 | 331 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 5,316 | 327 | 0.06% | 0.06% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 5,014 | 323 | 0.0% | — | 121 | +5,014 | New | Q3 2026 | Oct 05, 2026 |
| Bank of New Hampshire | History | Reduced | 4,922 | 317 | 0.07% | 0.07% | 122 | -664 | -11.89% | Q3 2026 | Oct 06, 2026 |
| Csenge Advisory Group | History | No change | 5,105 | 314 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Shepherd Financial Partners LLC | History | No change | 5,097 | 313 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| M3 Advisory Group, LLC | History | No change | 4,715 | 290 | 0.15% | 0.15% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key FInancial Inc | History | No change | 4,693 | 289 | 0.05% | 0.05% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4,664 | 287 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cadia Private Client LLC | History | No change | 4,527 | 278 | 0.2% | 0.2% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROOKS, MOORE & ASSOCIATES, INC. | History | No change | 4,465 | 275 | 0.12% | 0.12% | 129 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Parallel Advisors, LLC | History | No change | 4,429 | 272 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | No change | 4,400 | 271 | 0.07% | 0.07% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 4,399 | 270 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 5,017 | 270 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| United Advisor Group, LLC | History | No change | 4,063 | 250 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 3,849 | 243 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 3,767 | 232 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | No change | 3,701 | 228 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 3,577 | 220 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,545 | 218 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Financial Network, Inc. | History | No change | 3,495 | 215 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Diversify Advisory Services, LLC | History | No change | 3,269 | 212 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 3,269 | 212 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AmeriServ Wealth Advisors | History | No change | 3,401 | 209 | 0.14% | 0.14% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trilogy Capital Inc. | History | No change | 3,409 | 209 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Capital Analysts, LLC | History | No change | 2,966 | 183 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | No change | 2,762 | 170 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | No change | 2,226 | 137 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 2,106 | 129 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 2,031 | 125 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,245 | 76 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bogart Wealth, LLC | History | No change | 1,100 | 67 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 943 | 58 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Miller Capital Partners, Inc. | History | No change | 750 | 46 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 594 | 36 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EFG International AG | History | No change | 508 | 31 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 378 | 23 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advantage Trust Co | History | No change | 375 | 23 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| IFP Advisors, Inc | History | No change | 303 | 18 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BlackRock, Inc. | History | No change | 274 | 16 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 220 | 13 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 165 | 10 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| VANGUARD ADVISERS INC | History | No change | 157 | 9 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LifeSteps Financial, Inc. | History | No change | 153 | 9 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Dunhill Financial, LLC | History | No change | 150 | 9 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Polaris Financial Partners | History | New | 225 | 6 | 0.0% | — | 166 | +225 | New | Q3 2026 | Oct 02, 2026 |
| Rossby Financial, LCC | History | No change | 102 | 6 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 74 | 4 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidemark, LLC | History | No change | 74 | 4 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 22 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| REAP Financial Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |