iSHARES TRUST - DMXF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Northwest & Ethical Investments L.P. | History | No change | 3,409,570 | 288,449 | 6.71% | 6.71% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,116,943 | 94,493 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| IMA Advisory Services, Inc. | History | No change | 822,257 | 69,495 | 4.35% | 4.35% | 3 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BlackRock, Inc. | History | No change | 774,640 | 65,534 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 416,766 | 35,258 | 0.01% | 0.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SEI INVESTMENTS CO | History | No change | 389,776 | 32,975 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 245,699 | 20,786 | 9.77% | 9.77% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 214,571 | 18,152 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| JPMORGAN CHASE & CO | History | No change | 211,765 | 17,773 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 179,916 | 15,220 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 152,267 | 12,881 | 0.12% | 0.12% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 125,355 | 10,605 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 113,050 | 9,564 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | No change | 108,027 | 9,139 | 0.19% | 0.19% | 14 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Values Added Financial LLC | History | No change | 107,954 | 9,132 | 3.3% | 3.3% | 15 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 104,605 | 8,850 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Accredited Investors Inc. | History | No change | 101,689 | 8,602 | 0.37% | 0.37% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 75,425 | 6,372 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | No change | 75,662 | 6,336 | 0.09% | 0.09% | 19 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 70,362 | 5,952 | 0.8% | 0.8% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 69,211 | 5,855 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HighTower Advisors, LLC | History | No change | 68,588 | 5,802 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Invera Wealth Advisors, LLC | History | No change | 67,313 | 5,694 | 3.05% | 3.05% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Balanced Rock Investment Advisors LLC | History | No change | 62,987 | 5,328 | 3.32% | 3.32% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 59,385 | 5,024 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SeedSafe Financial LLC | History | No change | 56,700 | 4,795 | 3.45% | 3.45% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 54,843 | 4,639 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 53,990 | 4,567 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walkner Condon Financial Advisors LLC | History | No change | 48,437 | 4,097 | 0.47% | 0.47% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 43,715 | 3,654 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SOFI WEALTH, LLC | History | No change | 43,134 | 3,649 | 0.15% | 0.15% | 31 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 42,917 | 3,630 | 2.22% | 2.22% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equita Financial Network, Inc. | History | No change | 42,427 | 3,589 | 1.0% | 1.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FMR LLC | History | No change | 42,393 | 3,586 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Decker Retirement Planning Inc. | History | No change | 39,438 | 3,336 | 1.14% | 1.14% | 35 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 39,278 | 3,323 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 38,662 | 3,270 | 0.19% | 0.19% | 37 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 38,309 | 3,241 | 0.13% | 0.13% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 37,593 | 3,180 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 35,677 | 3,019 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 35,593 | 3,011 | 0.07% | 0.07% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atwater Malick LLC | History | No change | 34,843 | 2,947 | 0.64% | 0.64% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fiera Capital Corp | History | No change | 34,315 | 2,903 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Westfuller Advisors, LLC | History | No change | 32,125 | 2,717 | 0.99% | 0.99% | 44 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ASSETMARK, INC | History | No change | 30,952 | 2,618 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NorthRock Partners, LLC | History | No change | 30,831 | 2,608 | 0.04% | 0.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| One Wealth Advisors, LLC | History | No change | 30,151 | 2,550 | 0.28% | 0.28% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 30,117 | 2,547 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avise Financial Cooperative, Inc. | History | No change | 28,211 | 2,386 | 1.69% | 1.69% | 49 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pathstone Holdings, LLC | History | No change | 28,054 | 2,373 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 26,965 | 2,281 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 26,093 | 2,207 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Arjuna Capital | History | No change | 24,261 | 2,052 | 0.46% | 0.46% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 23,466 | 1,985 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 23,291 | 1,970 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 22,995 | 1,945 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 22,622 | 1,913 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 22,170 | 1,875 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| GeoWealth Management, LLC | History | No change | 22,064 | 1,866 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BROWN ADVISORY INC | History | No change | 22,045 | 1,865 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 21,859 | 1,849 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Archer Investment Management, LLC | History | No change | 21,610 | 1,828 | 0.62% | 0.62% | 62 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 20,670 | 1,748 | 0.28% | 0.28% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 20,201 | 1,709 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WARNER FINANCIAL, INC | History | No change | 20,031 | 1,694 | 0.5% | 0.5% | 65 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Shotwell Rutter Baer Inc | History | No change | 19,640 | 1,661 | 0.91% | 0.91% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 19,083 | 1,614 | 0.16% | 0.16% | 67 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 18,934 | 1,601 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | No change | 18,840 | 1,593 | 1.35% | 1.35% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| First Pacific Financial | History | No change | 18,821 | 1,592 | 0.19% | 0.19% | 70 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 18,214 | 1,540 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fairlight Advisors | History | No change | 18,024 | 1,524 | 1.24% | 1.24% | 72 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Plancorp, LLC | History | No change | 18,058 | 1,506 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 17,666 | 1,494 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Revolve Wealth Partners, LLC | History | No change | 17,654 | 1,493 | 0.15% | 0.15% | 75 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Perigon Wealth Management, LLC | History | No change | 16,963 | 1,435 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 16,897 | 1,429 | 1.15% | 1.15% | 77 | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |
| Urban Financial Advisory Corp | History | No change | 16,435 | 1,390 | 0.38% | 0.38% | 78 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 16,251 | 1,374 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 16,108 | 1,348 | 0.18% | 0.18% | 80 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Lido Advisors, LLC | History | No change | 15,477 | 1,309 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 15,382 | 1,301 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Equitable Holdings, Inc. | History | No change | 15,002 | 1,269 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Bank of New York Mellon Corp | History | No change | 14,664 | 1,240 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 14,332 | 1,211 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 14,206 | 1,201 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 13,941 | 1,179 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sharkey, Howes & Javer | History | No change | 13,906 | 1,176 | 0.14% | 0.14% | 88 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| VERITY Wealth Advisors | History | No change | 13,428 | 1,136 | 0.69% | 0.69% | 89 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | No change | 13,390 | 1,132 | 0.09% | 0.09% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ally Invest Advisors Inc. | History | No change | 13,373 | 1,131 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 13,209 | 1,117 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 13,026 | 1,102 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 12,993 | 1,099 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 12,946 | 1,095 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 12,650 | 1,070 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversified Trust Co | History | No change | 12,276 | 1,038 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SigFig Wealth Management, LLC | History | No change | 11,868 | 996 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Davis Wealth Advisors, LLC | History | No change | 11,334 | 958 | 0.74% | 0.74% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 10,952 | 926 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Magnus Financial Group LLC | History | No change | 10,652 | 901 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MGO ONE SEVEN LLC | History | No change | 9,994 | 845 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vise Technologies, Inc. | History | No change | 9,682 | 819 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MORGAN STANLEY | History | No change | 9,516 | 805 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 9,513 | 804 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 9,155 | 774 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JMG Financial Group, Ltd. | History | No change | 9,044 | 765 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | No change | 8,768 | 741 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Skyline Advisors, Inc. | History | No change | 8,631 | 730 | 0.23% | 0.23% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 8,135 | 688 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 8,136 | 687 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 7,909 | 669 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 7,758 | 656 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 7,715 | 652 | 0.1% | 0.1% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savant Capital, LLC | History | No change | 7,641 | 647 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MA Private Wealth | History | No change | 7,651 | 647 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | No change | 7,176 | 607 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stewardship Advisors, LLC | History | No change | 7,163 | 605 | 0.13% | 0.13% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RFG Advisory, LLC | History | No change | 7,144 | 604 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 6,801 | 575 | 0.05% | 0.05% | 120 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pathway Financial Advisors LLC | History | No change | 6,587 | 554 | 0.06% | 0.06% | 121 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ariadne Wealth Management, LP | History | No change | 6,172 | 522 | 0.23% | 0.23% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 6,077 | 514 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Haverford Trust Co | History | No change | 6,054 | 512 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 6,032 | 510 | 0.05% | 0.05% | 125 | +179 | 3.06% | Q3 2026 | Oct 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 5,919 | 500 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ascent Group, LLC | History | No change | 5,866 | 496 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 5,785 | 489 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 6,390 | 484 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 5,574 | 471 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Regal Investment Advisors LLC | History | No change | 5,469 | 462 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 5,168 | 437 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Betterment LLC | History | No change | 4,973 | 421 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carnegie Investment Counsel | History | No change | 4,867 | 411 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 4,715 | 398 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Savvy Advisors, Inc. | History | No change | 4,610 | 390 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 4,464 | 377 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | No change | 4,293 | 363 | 0.1% | 0.1% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| National Wealth Management Group, LLC | History | No change | 4,283 | 362 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Keystone Financial Services | History | No change | 4,255 | 359 | 0.09% | 0.09% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 4,238 | 358 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Brookstone Capital Management | History | No change | 4,214 | 356 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 4,216 | 356 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Optas, LLC | History | No change | 4,119 | 348 | 0.05% | 0.05% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hoxton Planning & Management, LLC | History | No change | 4,107 | 347 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Composition Wealth, LLC | History | No change | 4,078 | 345 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ZENITH SOLUTIONS, INC. | History | No change | 4,070 | 344 | 0.31% | 0.31% | 147 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KWB Wealth | History | No change | 4,003 | 338 | 0.03% | 0.03% | 148 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Navigation Group, LLC | History | No change | 3,977 | 336 | 0.07% | 0.07% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| &PARTNERS | History | No change | 3,912 | 330 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 3,904 | 330 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 3,876 | 327 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 3,798 | 321 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Portfolio Design Labs, LLC | History | No change | 3,766 | 318 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WEALTHGARDEN F.S. LLC | History | No change | 3,736 | 316 | 0.18% | 0.18% | 155 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AGF MANAGEMENT LTD | History | No change | 3,700 | 313 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LifePlan Investment Advisors, Inc. | History | No change | 3,667 | 310 | 0.11% | 0.11% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 3,635 | 307 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Human Investing LLC | History | No change | 3,606 | 305 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sage Financial Management Group, Inc. | History | No change | 3,508 | 296 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 3,480 | 294 | 0.07% | 0.07% | 161 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Pine Harbor Wealth Management, LLC | History | No change | 3,460 | 292 | 0.08% | 0.08% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 3,434 | 290 | 0.05% | 0.05% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 3,377 | 285 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 3,335 | 282 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RCS Financial Planning, LLC | History | No change | 3,322 | 281 | 0.13% | 0.13% | 166 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| THEORY FINANCIAL LLC | History | No change | 3,305 | 279 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 3,280 | 277 | 0.05% | 0.05% | 168 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Diversify Advisory Services, LLC | History | No change | 3,311 | 275 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 3,311 | 275 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PFG Investments, LLC | History | No change | 3,247 | 274 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| West Wealth Group, LLC | History | No change | 3,223 | 272 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 3,193 | 270 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Freedom Investment Management, Inc. | History | No change | 3,132 | 264 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atria Investments, Inc | History | No change | 3,072 | 259 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mariner, LLC | History | No change | 3,016 | 255 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,991 | 253 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 2,980 | 252 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Quantinno Capital Management LP | History | No change | 2,973 | 251 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RKL Wealth Management LLC | History | No change | 2,867 | 242 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 2,859 | 241 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hills Bank & Trust Co | History | No change | 2,859 | 241 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aufman Associates Inc | History | No change | 2,840 | 240 | 0.1% | 0.1% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 2,873 | 239 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Maia Wealth LLC | History | No change | 2,767 | 234 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 2,729 | 230 | 0.06% | 0.06% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AIRE ADVISORS, LLC | History | No change | 2,697 | 228 | 0.04% | 0.04% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 2,663 | 225 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 2,632 | 222 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 2,655 | 220 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| M&T BANK CORP | History | No change | 2,600 | 219 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 2,599 | 219 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 2,573 | 217 | 0.17% | 0.17% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 2,552 | 215 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,500 | 211 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 2,485 | 210 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 2,438 | 206 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Keener Financial Planning LLC | History | No change | 2,430 | 205 | 0.07% | 0.07% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Focus Financial Network, Inc. | History | No change | 2,392 | 202 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MBE Wealth Management, LLC | History | No change | 2,386 | 201 | 0.07% | 0.07% | 200 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Milestone Investment Advisors LLC | History | No change | 2,330 | 197 | 0.04% | 0.04% | 201 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 2,321 | 196 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rossmore Private Capital | History | No change | 2,218 | 187 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gen-Wealth Partners Inc | History | No change | 2,026 | 171 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,015 | 170 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | No change | 2,002 | 169 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,932 | 163 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,785 | 150 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NBT BANK, N.A. | History | No change | 1,652 | 139 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Acropolis Investment Management, LLC | History | No change | 1,440 | 121 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PRUDENTIAL PLC | History | No change | 1,383 | 117 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 1,354 | 114 | 0.04% | 0.04% | 212 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MOGY JOEL R INVESTMENT COUNSEL INC | History | No change | 1,265 | 107 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 1,158 | 98 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,161 | 98 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GGM Financial LLC | History | No change | 1,114 | 94 | 0.04% | 0.04% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Armor Investment Advisors, LLC | History | No change | 991 | 83 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CDKV HOLDINGS LLC | History | No change | 900 | 76 | 0.06% | 0.06% | 218 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 883 | 74 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 881 | 74 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 835 | 70 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | No change | 827 | 69 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hanson & Doremus Investment Management | History | No change | 782 | 66 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Founders Financial Alliance, LLC | History | No change | 676 | 57 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 664 | 56 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 589 | 49 | 0.03% | 0.03% | 226 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Continuum Advisory, LLC | History | No change | 493 | 41 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SHP Wealth Management | History | No change | 478 | 40 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Highland Investment Advisors LLC | History | No change | 450 | 38 | 0.02% | 0.02% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BIRCHBROOK, INC. | History | No change | 416 | 35 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 565 | 33 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atomic Invest LLC | History | No change | 356 | 29 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 331 | 28 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dunhill Financial, LLC | History | No change | 284 | 24 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 289 | 24 | 0.02% | 0.02% | 235 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Parallel Advisors, LLC | History | No change | 264 | 22 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EFG International AG | History | No change | 238 | 20 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 209 | 17 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CVA Family Office, LLC | History | No change | 197 | 16 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD ADVISERS INC | History | No change | 178 | 15 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First Bancorp, Inc /ME/ | History | No change | 168 | 14 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 175 | 14 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | No change | 172 | 14 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 168 | 14 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Noble Wealth Management PBC | History | No change | 166 | 14 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 159 | 13 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 131 | 11 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Timbuktu Capital Management, LLC | History | No change | 131 | 11 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 130 | 10 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WealthShield Partners, LLC | History | No change | 119 | 10 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 117 | 9 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kilter Group LLC | History | No change | 112 | 9 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BFSG, LLC | History | No change | 88 | 7 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sankala Group LLC | History | No change | 70 | 6 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IFP Advisors, Inc | History | No change | 69 | 5 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 60 | 5 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 50 | 4 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Russell Investments Group, Ltd. | History | No change | 51 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 58 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 35 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Key Capital Management, INC | History | No change | 15 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |