iSHARES TRUST - DVYE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 2,195,734 | 70,768 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 1,462,703 | 47,142 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 1,247,417 | 40,204 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 1,152,807 | 37,154 | 0.12% | 0.12% | 4 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | No change | 1,076,340 | 34,690 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 1,041,903 | 33,580 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cresset Asset Management, LLC | History | No change | 546,864 | 17,625 | 0.06% | 0.06% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Auto-Owners Insurance Co | History | No change | 500,000 | 16,115 | 0.36% | 0.36% | 8 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 428,050 | 13,796 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 403,261 | 12,997 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trek Financial, LLC | History | No change | 372,196 | 11,995 | 0.6% | 0.6% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 323,387 | 10,422 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Proficio Capital Partners LLC | History | No change | 295,555 | 9,525 | 0.34% | 0.34% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prentice Wealth Management LLC | History | No change | 268,158 | 8,642 | 1.78% | 1.78% | 14 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 267,953 | 8,636 | 0.02% | 0.02% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 250,000 | 8,287 | 0.3% | 0.3% | 16 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 246,315 | 7,938 | 0.13% | 0.13% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 243,323 | 7,842 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 242,898 | 7,828 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Argent Advisors, Inc. | History | No change | 236,275 | 7,615 | 1.91% | 1.91% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beta Wealth Group, Inc. | History | No change | 225,853 | 7,279 | 2.73% | 2.73% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Revisor Wealth Management LLC | History | No change | 219,995 | 7,090 | 1.7% | 1.7% | 22 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 219,587 | 7,077 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ASSETMARK, INC | History | No change | 211,881 | 6,828 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 198,446 | 6,395 | 1.39% | 1.39% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 194,623 | 6,259 | 0.42% | 0.42% | 26 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 186,016 | 5,995 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 182,154 | 5,885 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 179,991 | 5,801 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cooper Financial Group | History | No change | 179,966 | 5,800 | 0.48% | 0.48% | 30 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CITADEL ADVISORS LLC | History | No change | 173,944 | 5,606 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| MARSHALL WACE, LLP | History | No change | 168,875 | 5,442 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 160,011 | 5,157 | 0.45% | 0.45% | 33 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mariner, LLC | History | No change | 159,686 | 5,146 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 158,296 | 5,101 | 0.43% | 0.43% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 154,968 | 4,994 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| &PARTNERS | History | No change | 140,425 | 4,529 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 130,908 | 4,352 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Virtu Financial LLC | History | No change | 134,292 | 4,328 | 0.14% | 0.14% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grange Capital, LLC | History | No change | 109,632 | 3,533 | 3.26% | 3.26% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Concord Wealth Partners | History | No change | 102,299 | 3,297 | 0.38% | 0.38% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| STEPHENS INC /AR/ | History | No change | 100,426 | 3,236 | 0.04% | 0.04% | 42 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concord Asset Management, LLC/VA | History | No change | 100,138 | 3,227 | 0.5% | 0.5% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 97,963 | 3,157 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Thrive Capital Management, LLC | History | No change | 93,679 | 3,019 | 0.57% | 0.57% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 90,738 | 2,924 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Global Investments | History | No change | 89,250 | 2,877 | 0.16% | 0.16% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Janney Montgomery Scott LLC | History | No change | 85,889 | 2,768 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 84,594 | 2,726 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 83,237 | 2,682 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 82,634 | 2,663 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 82,222 | 2,650 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Ariadne Wealth Management, LP | History | No change | 70,841 | 2,283 | 1.01% | 1.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 68,090 | 2,194 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HRT FINANCIAL LP | History | No change | 63,861 | 2,058 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.B. Root & Company, LLC | History | No change | 61,140 | 1,970 | 0.42% | 0.42% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 57,395 | 1,849 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 55,786 | 1,801 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 53,500 | 1,724 | 0.17% | 0.17% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bouvel Investment Partners, LLC | History | No change | 53,449 | 1,722 | 0.39% | 0.39% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Baird Financial Group, Inc. | History | No change | 52,675 | 1,697 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 52,291 | 1,685 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 51,658 | 1,664 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 51,640 | 1,664 | 0.17% | 0.17% | 64 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ipsen Advisor Group LLC | History | No change | 49,938 | 1,609 | 1.03% | 1.03% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| DORVAL Corp | History | No change | 49,675 | 1,601 | 0.46% | 0.46% | 66 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Anson Capital, Inc. | History | No change | 47,628 | 1,535 | 1.0% | 1.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 45,225 | 1,462 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 44,440 | 1,432 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Wealth | History | No change | 44,422 | 1,431 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 43,820 | 1,412 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atwater Malick LLC | History | No change | 43,821 | 1,412 | 0.31% | 0.31% | 72 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 43,755 | 1,410 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 42,967 | 1,384 | 0.23% | 0.23% | 74 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stonebridge Wealth Management, LLC | History | No change | 41,800 | 1,347 | 1.21% | 1.21% | 75 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 40,347 | 1,300 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wealthfront Advisers LLC | History | No change | 39,786 | 1,282 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 37,061 | 1,194 | 0.07% | 0.07% | 78 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 36,870 | 1,188 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 10Elms LLP | History | No change | 34,214 | 1,102 | 0.47% | 0.47% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 31,450 | 1,080 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 32,500 | 1,047 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MAI Capital Management | History | No change | 31,970 | 1,030 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 29,132 | 938 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 28,690 | 924 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrity Advisory Solutions, LLC | History | No change | 28,678 | 924 | 0.1% | 0.1% | 86 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 15,111 | 921 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Qube Research & Technologies Ltd | History | No change | 27,863 | 898 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VISTA CAPITAL PARTNERS, INC. | History | No change | 26,957 | 868 | 0.08% | 0.08% | 89 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cascade Financial Partners, LLC | History | No change | 26,625 | 858 | 0.07% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 25,928 | 835 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mission Hills Financial Advisory, LLC | History | No change | 23,230 | 748 | 0.33% | 0.33% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 23,116 | 745 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 22,337 | 719 | 0.2% | 0.2% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 20,672 | 707 | 0.19% | 0.19% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BCS Private Wealth Management, Inc. | History | No change | 21,803 | 702 | 0.21% | 0.21% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 20,740 | 668 | 0.25% | 0.25% | 97 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 20,680 | 666 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 20,400 | 657 | 0.07% | 0.07% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 20,400 | 657 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 20,117 | 648 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 18,419 | 593 | 0.02% | 0.02% | 102 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DAVENPORT & Co LLC | History | No change | 17,659 | 569 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Hyundai Investments Co., Ltd. | History | No change | 17,311 | 559 | 0.61% | 0.61% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST HORIZON CORP | History | No change | 17,095 | 550 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 17,041 | 549 | 0.56% | 0.56% | 106 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Eagle Strategies LLC | History | No change | 16,669 | 537 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advyzon Investment Management, LLC | History | No change | 16,048 | 517 | 0.04% | 0.04% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eagle Bluffs Wealth Management LLC | History | No change | 15,879 | 511 | 0.17% | 0.17% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WINNACLE WEALTH LLC | History | No change | 15,793 | 509 | 0.35% | 0.35% | 110 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MGO ONE SEVEN LLC | History | No change | 15,259 | 491 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Abundance Wealth Counselors | History | No change | 15,088 | 486 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 15,015 | 483 | 0.09% | 0.09% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 14,664 | 472 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 14,519 | 467 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| John W. Brooker & Co., CPAs | History | No change | 14,424 | 464 | 0.56% | 0.56% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VestGen Advisors, LLC | History | No change | 14,382 | 463 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Regal Investment Advisors LLC | History | No change | 14,066 | 453 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 13,874 | 447 | 0.3% | 0.3% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atria Investments, Inc | History | No change | 13,505 | 435 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Investment Research Partners LLC | History | No change | 13,408 | 432 | 0.15% | 0.15% | 121 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 13,336 | 428 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,129 | 423 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| L2 Asset Management, LLC | History | No change | 12,940 | 417 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| INVESTED ADVISORS | History | No change | 12,492 | 402 | 0.36% | 0.36% | 125 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crumly & Associates Inc. | History | No change | 12,235 | 394 | 0.08% | 0.08% | 126 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 11,779 | 379 | 0.1% | 0.1% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Americana Partners, LLC | History | No change | 11,706 | 377 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 11,189 | 360 | 0.1% | 0.1% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Elgethun Capital Management | History | No change | 10,925 | 352 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,494 | 338 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 10,073 | 324 | 0.27% | 0.27% | 132 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 9,500 | 306 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Heartland Consultants, Inc. | History | No change | 9,507 | 306 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Western Wealth Management, LLC | History | No change | 9,375 | 302 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 9,366 | 301 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossby Financial, LCC | History | No change | 9,365 | 301 | 0.06% | 0.06% | 137 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Wedmont Private Capital | History | No change | 8,990 | 298 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BlackRock, Inc. | History | No change | 8,991 | 289 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 8,977 | 286 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 8,427 | 272 | 0.19% | 0.19% | 141 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Prospera Financial Services Inc | History | No change | 8,120 | 261 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Straight Path Wealth Management | History | No change | 7,850 | 253 | 0.06% | 0.06% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Intrua Financial, LLC | History | No change | 7,500 | 241 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sowell Financial Services LLC | History | No change | 7,254 | 233 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 7,025 | 226 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TWO SIGMA SECURITIES, LLC | History | No change | 6,975 | 224 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 6,950 | 224 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 6,876 | 222 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | No change | 6,832 | 220 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC Asset Management Inc | History | No change | 6,753 | 217 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROCKLAND TRUST CO | History | New | 6,319 | 214 | 0.01% | — | 152 | +6,319 | New | Q3 2026 | Oct 05, 2026 |
| Corient Private Wealth LP | History | No change | 6,637 | 213 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Braeburn Wealth Management LLC | History | No change | 6,575 | 211 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,528 | 210 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apollon Wealth Management, LLC | History | No change | 6,502 | 209 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 6,419 | 206 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5,800 | 186 | 0.05% | 0.05% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,401 | 174 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Security National Bank | History | No change | 4,947 | 159 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asset Dedication, LLC | History | No change | 4,012 | 129 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | No change | 2,518 | 81 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFC Financial Management, Inc. | History | No change | 2,542 | 81 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,500 | 79 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 2,445 | 78 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,265 | 73 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Highland Investment Advisors LLC | History | No change | 2,105 | 67 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | History | No change | 1,995 | 64 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Sep 18, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | No change | 1,839 | 59 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,698 | 54 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | No change | 1,700 | 54 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,625 | 52 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 1,488 | 47 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Millstone Evans Group, LLC | History | No change | 1,259 | 40 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 1,145 | 36 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bogart Wealth, LLC | History | No change | 1,000 | 32 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1,003 | 32 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 966 | 31 | 0.02% | 0.02% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 939 | 30 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rosenberg Matthew Hamilton | History | New | 839 | 28 | 0.01% | — | 180 | +839 | New | Q3 2026 | Oct 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 850 | 27 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AE Wealth Management LLC | History | No change | 857 | 27 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AdvisorNet Financial, Inc | History | No change | 806 | 25 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sunrise Financial Services, LLC | History | No change | 786 | 25 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 630 | 20 | 0.05% | 0.05% | 185 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 600 | 19 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 535 | 17 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 531 | 17 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 488 | 15 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 461 | 15 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 403 | 12 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MATHER GROUP, LLC. | History | No change | 350 | 11 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Continuum Advisory, LLC | History | No change | 299 | 9 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 281 | 9 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 271 | 8 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 160 | 5 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| City State Bank | History | No change | 185 | 5 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 160 | 5 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Atomic Invest LLC | History | No change | 164 | 5 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| WestEnd Advisors, LLC | History | No change | 147 | 4 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Solstein Capital, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NVWM, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sankala Group LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |