iSHARES TRUST - DVY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 7,018,222 | 1,096,948 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 6,569,499 | 1,026,813 | 0.05% | 0.05% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,865,664 | 604,203 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 3,462,669 | 541,215 | 0.27% | 0.27% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHERN TRUST CORP | History | No change | 3,079,966 | 481,398 | 0.06% | 0.06% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,697,759 | 421,661 | 0.06% | 0.06% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,861,748 | 290,991 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,607,768 | 253,866 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,589,062 | 248,370 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,576,255 | 246,334 | 0.06% | 0.06% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,229,015 | 192,095 | 0.05% | 0.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,106,849 | 173,000 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 1,086,066 | 169,752 | 0.19% | 0.19% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,085,765 | 169,705 | 0.2% | 0.2% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Howard Capital Management, LLC | History | No change | 1,011,427 | 158,086 | 1.88% | 1.88% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 905,400 | 141,514 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 797,353 | 124,626 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 658,941 | 102,992 | 0.17% | 0.17% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Northside Capital Management, LLC | History | No change | 651,372 | 101,809 | 8.33% | 8.33% | 19 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 592,143 | 92,551 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 573,403 | 89,622 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 572,204 | 89,435 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 562,230 | 87,876 | 0.13% | 0.13% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 497,660 | 77,817 | 0.09% | 0.09% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 492,688 | 77,177 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 478,071 | 74,741 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 330,484 | 51,654 | 0.25% | 0.25% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 325,885 | 50,935 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMG National Trust Bank | History | No change | 320,541 | 50,100 | 1.03% | 1.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mariner, LLC | History | No change | 318,240 | 49,784 | 0.05% | 0.05% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 318,441 | 49,772 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 315,359 | 49,291 | 0.04% | 0.04% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 307,307 | 48,032 | 0.33% | 0.33% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 299,005 | 46,734 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 276,587 | 43,230 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 275,338 | 43,035 | 0.19% | 0.19% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Moment Partners, LLC | History | No change | 270,057 | 42,209 | 7.61% | 7.61% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| M&T BANK CORP | History | No change | 251,468 | 39,304 | 0.12% | 0.12% | 38 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 249,302 | 38,965 | 0.17% | 0.17% | 39 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 249,102 | 38,934 | 0.18% | 0.18% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Baird Financial Group, Inc. | History | No change | 242,437 | 37,892 | 0.05% | 0.05% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 240,143 | 37,534 | 0.07% | 0.07% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 231,257 | 36,145 | 1.96% | 1.96% | 43 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 219,483 | 34,305 | 0.06% | 0.06% | 44 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | No change | 202,534 | 31,656 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HB Wealth Management, LLC | History | No change | 199,537 | 31,187 | 0.17% | 0.17% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 187,543 | 29,313 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 186,082 | 29,084 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellis Investment Partners, LLC | History | No change | 184,501 | 28,837 | 4.37% | 4.37% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 179,186 | 28,006 | 0.3% | 0.3% | 50 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MYDA Advisors LLC | History | No change | 175,000 | 27,352 | 4.07% | 4.07% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 174,560 | 27,283 | 7.81% | 7.81% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 167,181 | 26,130 | 0.07% | 0.07% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 162,879 | 25,457 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Evelyn Partners Group Ltd | History | No change | 162,484 | 24,541 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 160,088 | 24,307 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | No change | 154,133 | 24,090 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 305,312 | 23,507 | 3.93% | 3.93% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | No change | 150,229 | 23,480 | 0.62% | 0.62% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 148,381 | 23,186 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 147,515 | 23,056 | 1.03% | 1.03% | 61 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 142,561 | 22,982 | 4.67% | 4.67% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | No change | 145,607 | 22,758 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| &PARTNERS | History | No change | 145,538 | 22,747 | 0.09% | 0.09% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 140,591 | 21,974 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 139,358 | 21,781 | 0.61% | 0.61% | 66 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 137,299 | 21,460 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 133,522 | 20,869 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Arcus Capital Partners, LLC | History | No change | 126,317 | 19,743 | 8.17% | 8.17% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 126,029 | 19,698 | 0.26% | 0.26% | 70 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 125,694 | 19,646 | 3.75% | 3.75% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | No change | 125,600 | 19,631 | 0.22% | 0.22% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 124,681 | 19,487 | 0.12% | 0.12% | 73 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 124,327 | 19,432 | 1.16% | 1.16% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 122,671 | 19,173 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Round Rock Advisors LLC | History | No change | 120,146 | 18,778 | 2.42% | 2.42% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 116,340 | 18,183 | 0.07% | 0.07% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KWMG, LLC | History | No change | 114,949 | 17,966 | 1.3% | 1.3% | 78 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Qube Research & Technologies Ltd | History | No change | 113,560 | 17,749 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 113,000 | 17,661 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 111,795 | 17,473 | 0.17% | 0.17% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MAI Capital Management | History | No change | 105,317 | 16,461 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 104,700 | 16,364 | 1.6% | 1.6% | 83 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | No change | 104,539 | 16,339 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 100,505 | 15,708 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 99,362 | 15,530 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Powell Investment Advisors, LLC | History | No change | 99,237 | 15,510 | 4.9% | 4.9% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 98,909 | 15,459 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 97,532 | 15,244 | 0.08% | 0.08% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 96,092 | 15,197 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 94,578 | 14,782 | 0.07% | 0.07% | 91 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JGP Wealth Management, LLC | History | No change | 90,968 | 14,218 | 1.28% | 1.28% | 92 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pathstone Holdings, LLC | History | No change | 86,786 | 13,564 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 86,496 | 13,519 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 83,948 | 13,121 | 2.64% | 2.64% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| North Star Investment Management Corp. | History | No change | 82,829 | 12,946 | 0.7% | 0.7% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 80,521 | 12,585 | 0.23% | 0.23% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 80,417 | 12,569 | 0.09% | 0.09% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlTi Global, Inc. | History | No change | 79,043 | 12,354 | 0.26% | 0.26% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 74,982 | 11,719 | 0.08% | 0.08% | 100 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 74,743 | 11,682 | 3.36% | 3.36% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 74,144 | 11,588 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allen Investment Management, LLC | History | No change | 72,973 | 11,405 | 0.14% | 0.14% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 70,028 | 10,945 | 1.36% | 1.36% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 67,856 | 10,605 | 0.21% | 0.21% | 105 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 66,042 | 10,322 | 0.42% | 0.42% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 65,266 | 10,201 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quantinno Capital Management LP | History | No change | 64,147 | 10,026 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 62,910 | 9,832 | 0.07% | 0.07% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 61,205 | 9,566 | 1.61% | 1.61% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 61,066 | 9,544 | 0.88% | 0.88% | 111 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealth Management Associates, Inc. | History | No change | 61,063 | 9,544 | 2.63% | 2.63% | 112 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 60,051 | 9,386 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | History | No change | 58,830 | 9,195 | 2.07% | 2.07% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 56,752 | 8,870 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 55,713 | 8,707 | 0.55% | 0.55% | 116 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EDGEWOOD MANAGEMENT LLC | History | No change | 54,926 | 8,584 | 0.09% | 0.09% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Twin Tree Management, LP | History | No change | 54,800 | 8,565 | 0.16% | 0.16% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 53,630 | 8,382 | 0.16% | 0.16% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 53,416 | 8,349 | 0.12% | 0.12% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AMARILLO NATIONAL BANK | History | No change | 53,355 | 8,339 | 1.34% | 1.34% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 52,670 | 8,232 | 0.24% | 0.24% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stelac Advisory Services LLC | History | No change | 52,632 | 8,227 | 1.53% | 1.53% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vanguard National Trust Co | History | No change | 52,537 | 8,211 | 0.45% | 0.45% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 51,477 | 8,045 | 0.09% | 0.09% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Linscomb Wealth, Inc. | History | No change | 51,281 | 8,015 | 0.35% | 0.35% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BOKF, NA | History | No change | 50,965 | 7,965 | 0.11% | 0.11% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 50,334 | 7,867 | 0.69% | 0.69% | 128 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wealth Quarterback LLC | History | No change | 50,050 | 7,822 | 2.42% | 2.42% | 129 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Smithfield Trust Co | History | No change | 48,843 | 7,627 | 0.3% | 0.3% | 130 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NorthCoast Asset Management LLC | History | No change | 48,287 | 7,547 | 0.17% | 0.17% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lee Financial Co | History | No change | 47,600 | 7,439 | 0.95% | 0.95% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Glenview Trust Co | History | No change | 46,963 | 7,340 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LMG Wealth Partners, LLC | History | No change | 46,677 | 7,295 | 1.17% | 1.17% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pinnacle Financial Group, LLC / IL | History | No change | 46,503 | 7,268 | 1.77% | 1.77% | 135 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 46,459 | 7,261 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Callan Family Office, LLC | History | No change | 46,304 | 7,237 | 0.14% | 0.14% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Advisors Network LLC | History | No change | 45,413 | 7,097 | 0.33% | 0.33% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NEW ENGLAND ASSET MANAGEMENT INC | History | No change | 45,050 | 7,041 | 0.82% | 0.82% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisors, LLC | History | No change | 44,952 | 7,026 | 0.97% | 0.97% | 140 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 44,716 | 6,989 | 0.04% | 0.04% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Verus Financial Partners, Inc. | History | No change | 44,284 | 6,921 | 0.59% | 0.59% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Principle Wealth Partners LLC | History | No change | 42,009 | 6,565 | 0.32% | 0.32% | 143 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 41,785 | 6,530 | 0.3% | 0.3% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 41,768 | 6,528 | 0.12% | 0.12% | 145 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 42,946 | 6,502 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rathbones Group PLC | History | No change | 40,167 | 6,278 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 40,029 | 6,256 | 0.08% | 0.08% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 39,914 | 6,238 | 0.36% | 0.36% | 149 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 38,673 | 6,234 | 1.49% | 1.49% | 150 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GTS SECURITIES LLC | History | No change | 39,690 | 6,203 | 0.13% | 0.13% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 39,604 | 6,190 | 0.81% | 0.81% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOCUS Wealth Advisors, LLC | History | No change | 39,099 | 6,111 | 2.83% | 2.83% | 153 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 38,734 | 6,054 | 0.07% | 0.07% | 154 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Eagle Bay Advisors LLC | History | No change | 38,710 | 6,050 | 4.53% | 4.53% | 155 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 37,924 | 5,927 | 0.1% | 0.1% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 37,794 | 5,905 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 37,421 | 5,848 | 0.2% | 0.2% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF HAWAII | History | No change | 36,710 | 5,737 | 0.28% | 0.28% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 36,663 | 5,730 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 36,439 | 5,695 | 1.04% | 1.04% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Joseph P. Lucia & Associates, LLC | History | No change | 36,386 | 5,687 | 1.71% | 1.71% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mendel Capital Management LLC | History | No change | 36,386 | 5,687 | 2.56% | 2.56% | 163 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 36,003 | 5,627 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 35,053 | 5,478 | 0.05% | 0.05% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 35,005 | 5,471 | 2.22% | 2.22% | 166 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SIG BROKERAGE, LP | History | No change | 34,954 | 5,463 | 0.11% | 0.11% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 34,863 | 5,449 | 1.69% | 1.69% | 168 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 34,478 | 5,388 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 34,306 | 5,361 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ironwood Financial, llc | History | No change | 33,288 | 5,342 | 0.84% | 0.84% | 171 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 34,007 | 5,315 | 0.77% | 0.77% | 172 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Sankala Group LLC | History | No change | 31,801 | 5,259 | 3.51% | 3.51% | 173 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 32,945 | 5,149 | 0.3% | 0.3% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Management, Inc. | History | No change | 32,916 | 5,144 | 0.74% | 0.74% | 175 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Balentine LLC | History | No change | 32,674 | 5,107 | 0.18% | 0.18% | 176 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 32,643 | 5,102 | 0.45% | 0.45% | 177 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 32,577 | 5,091 | 0.04% | 0.04% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Klingman & Associates, LLC | History | No change | 32,133 | 5,022 | 0.21% | 0.21% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 31,675 | 4,950 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gallagher Capital Advisors, LLC | History | No change | 31,658 | 4,948 | 2.83% | 2.83% | 181 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 31,647 | 4,947 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LGL PARTNERS, LLC | History | No change | 31,323 | 4,895 | 1.79% | 1.79% | 183 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Scarborough Advisors, LLC | History | No change | 30,679 | 4,873 | 0.56% | 0.56% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Keebeck Wealth Management | History | No change | 31,112 | 4,862 | 0.47% | 0.47% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Omega Financial Group, LLC | History | No change | 31,077 | 4,857 | 1.48% | 1.48% | 186 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mechanics Bank Trust Department | History | No change | 31,068 | 4,855 | 0.6% | 0.6% | 187 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 31,729 | 4,824 | 0.06% | 0.06% | 188 | +477 | 1.53% | Q3 2026 | Oct 05, 2026 |
| Hilltop Holdings Inc. | History | No change | 30,828 | 4,818 | 0.37% | 0.37% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Composition Wealth, LLC | History | No change | 30,760 | 4,807 | 0.06% | 0.06% | 190 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 30,655 | 4,791 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BESSEMER GROUP INC | History | No change | 30,627 | 4,787 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 30,463 | 4,761 | 0.04% | 0.04% | 193 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 30,459 | 4,760 | 0.25% | 0.25% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Taylor Financial Group, Inc. | History | No change | 30,431 | 4,756 | 2.61% | 2.61% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FULTON BANK, N.A. | History | No change | 30,258 | 4,729 | 0.14% | 0.14% | 196 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| St. Clair Advisors, LLC | History | No change | 29,720 | 4,645 | 1.2% | 1.2% | 197 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | History | No change | 29,397 | 4,594 | 1.47% | 1.47% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Squarepoint Ops LLC | History | No change | 29,200 | 4,563 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mine & Arao Wealth Creation & Management, LLC. | History | No change | 29,171 | 4,559 | 1.65% | 1.65% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 29,158 | 4,557 | 0.18% | 0.18% | 201 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Modern Wealth Management, LLC | History | No change | 29,127 | 4,552 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Argent Trust Co | History | No change | 28,927 | 4,521 | 0.13% | 0.13% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BBR PARTNERS, LLC | History | No change | 28,874 | 4,513 | 0.21% | 0.21% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Shulman DeMeo Asset Management LLC | History | No change | 28,586 | 4,468 | 0.84% | 0.84% | 205 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 28,539 | 4,460 | 0.05% | 0.05% | 206 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighPoint Advisor Group LLC | History | No change | 28,373 | 4,434 | 0.16% | 0.16% | 207 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 28,255 | 4,416 | 1.09% | 1.09% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 28,097 | 4,391 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 27,770 | 4,340 | 0.09% | 0.09% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 27,759 | 4,338 | 3.32% | 3.32% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthfront Advisers LLC | History | No change | 27,702 | 4,329 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tradition Wealth Management, LLC | History | No change | 27,631 | 4,318 | 0.26% | 0.26% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| My Personal CFO, LLC | History | No change | 27,546 | 4,305 | 1.68% | 1.68% | 214 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Wealth Partners, LLC | History | No change | 27,511 | 4,299 | 0.61% | 0.61% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| One Wealth Advisors, LLC | History | No change | 27,372 | 4,278 | 0.47% | 0.47% | 216 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 27,268 | 4,261 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 27,245 | 4,258 | 0.4% | 0.4% | 218 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AlphaCore Capital LLC | History | No change | 27,079 | 4,232 | 0.08% | 0.08% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 26,940 | 4,210 | 0.02% | 0.02% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 26,811 | 4,190 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Florin Court Capital LLP | History | No change | 26,700 | 4,173 | 6.82% | 6.82% | 222 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Private Capital Management, LLC | History | No change | 26,593 | 4,156 | 0.37% | 0.37% | 223 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 26,312 | 4,112 | 0.24% | 0.24% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Family Advisors, LLC | History | No change | 26,246 | 4,102 | 1.72% | 1.72% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 26,018 | 4,066 | 0.05% | 0.05% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Analysts, LLC | History | No change | 25,997 | 4,063 | 0.09% | 0.09% | 227 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PKS Advisory Services, LLC | History | No change | 25,711 | 4,018 | 0.64% | 0.64% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Snowden Capital Advisors LLC | History | No change | 25,696 | 4,016 | 0.09% | 0.09% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 25,192 | 3,937 | 0.07% | 0.07% | 230 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 25,163 | 3,932 | 2.09% | 2.09% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 25,100 | 3,923 | 0.02% | 0.02% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 25,050 | 3,915 | 0.8% | 0.8% | 233 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Argent Advisors, Inc. | History | No change | 24,974 | 3,903 | 0.98% | 0.98% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 24,893 | 3,890 | 0.08% | 0.08% | 235 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 24,618 | 3,847 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 24,347 | 3,805 | 0.08% | 0.08% | 237 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Guidance Point Advisors, LLC | History | No change | 24,247 | 3,794 | 0.8% | 0.8% | 238 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 24,201 | 3,782 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MidFirst Bank | History | No change | 23,664 | 3,698 | 0.26% | 0.26% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 23,442 | 3,663 | 1.18% | 1.18% | 241 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Haverford Trust Co | History | No change | 23,417 | 3,660 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STOCK YARDS BANK & TRUST CO | History | No change | 23,412 | 3,659 | 0.1% | 0.1% | 243 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 22,660 | 3,645 | 0.07% | 0.07% | 244 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CMG Global Holdings, LLC | History | No change | 23,303 | 3,642 | 1.54% | 1.54% | 245 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 23,291 | 3,640 | 0.06% | 0.06% | 246 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 23,241 | 3,632 | 0.18% | 0.18% | 247 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Operose Advisors LLC | History | No change | 23,216 | 3,628 | 0.7% | 0.7% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 23,112 | 3,612 | 0.09% | 0.09% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 22,545 | 3,523 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, LLC | History | No change | 22,162 | 3,463 | 0.11% | 0.11% | 251 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | No change | 22,102 | 3,454 | 0.02% | 0.02% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 22,000 | 3,438 | 1.58% | 1.58% | 253 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 21,925 | 3,426 | 0.73% | 0.73% | 254 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Essex Financial Services, Inc. | History | No change | 21,912 | 3,424 | 0.17% | 0.17% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SBI Securities Co., Ltd. | History | No change | 21,473 | 3,356 | 0.08% | 0.08% | 256 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HBK Sorce Advisory LLC | History | No change | 20,620 | 3,333 | 0.06% | 0.06% | 257 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Narwhal Capital Management | History | No change | 21,008 | 3,283 | 0.23% | 0.23% | 258 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 20,948 | 3,274 | 1.37% | 1.37% | 259 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Maloon Powers Pitre Higgins & Dennehy, LLC | History | No change | 20,674 | 3,231 | 1.11% | 1.11% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 20,580 | 3,216 | 0.08% | 0.08% | 261 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 20,089 | 3,139 | 0.11% | 0.11% | 262 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 20,085 | 3,139 | 0.26% | 0.26% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 20,074 | 3,137 | 0.21% | 0.21% | 264 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pallas Capital Advisors LLC | History | No change | 19,888 | 3,108 | 0.1% | 0.1% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 19,769 | 3,089 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 19,601 | 3,063 | 0.09% | 0.09% | 267 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bleakley Financial Group, LLC | History | No change | 19,587 | 3,061 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PW Nova Financial Services LLC | History | No change | 19,448 | 3,039 | 0.65% | 0.65% | 269 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 19,247 | 3,008 | 0.08% | 0.08% | 270 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 19,151 | 2,993 | 0.03% | 0.03% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 19,056 | 2,992 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 19,130 | 2,991 | 0.79% | 0.79% | 273 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 18,525 | 2,960 | 0.06% | 0.06% | 274 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| American Wealth Advisors, LLC | History | No change | 18,905 | 2,954 | 2.77% | 2.77% | 275 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corundum Trust Company, INC | History | No change | 18,840 | 2,944 | 7.86% | 7.86% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 18,712 | 2,924 | 1.45% | 1.45% | 277 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 18,664 | 2,917 | 0.05% | 0.05% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEBSTER BANK, N. A. | History | No change | 18,620 | 2,910 | 0.25% | 0.25% | 279 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| World Investment Advisors | History | No change | 19,140 | 2,906 | 0.05% | 0.05% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 18,526 | 2,895 | 0.36% | 0.36% | 281 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 18,507 | 2,892 | 0.2% | 0.2% | 282 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Csenge Advisory Group | History | No change | 18,493 | 2,890 | 0.12% | 0.12% | 283 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 18,448 | 2,883 | 0.05% | 0.05% | 284 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Savant Capital, LLC | History | No change | 18,086 | 2,851 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 18,179 | 2,841 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESBANCO BANK INC | History | No change | 18,151 | 2,837 | 0.07% | 0.07% | 287 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sowell Financial Services LLC | History | No change | 18,027 | 2,817 | 0.09% | 0.09% | 288 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 17,677 | 2,762 | 1.03% | 1.03% | 289 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IFC Advisors LLC | History | No change | 17,673 | 2,762 | 0.35% | 0.35% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 17,387 | 2,717 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zhang Financial LLC | History | No change | 17,317 | 2,706 | 0.08% | 0.08% | 292 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 17,232 | 2,693 | 0.23% | 0.23% | 293 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Gotham Asset Management, LLC | History | No change | 17,116 | 2,675 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Trust Co | History | No change | 17,101 | 2,672 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | No change | 17,000 | 2,657 | 0.15% | 0.15% | 296 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 16,920 | 2,644 | 0.88% | 0.88% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 17,381 | 2,631 | 0.11% | 0.11% | 298 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 16,660 | 2,603 | 0.34% | 0.34% | 299 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 16,651 | 2,602 | 0.12% | 0.12% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |