iShares, Inc. - EEMA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PGIM Custom Harvest LLC | History | Added to | 387,880 | 45,366 | 0.57% | 0.51% | 1 | +47,703 | 14.02% | Q2 2026 | Aug 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 337,961 | 39,527 | 0.1% | 0.1% | 2 | -6,311 | -1.83% | Q2 2026 | Aug 10, 2026 |
| Vontobel Holding Ltd. | History | Added to | 226,495 | 26,490 | 0.08% | 0.07% | 3 | +5,287 | 2.39% | Q2 2026 | Aug 03, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 169,684 | 19,846 | 1.19% | 1.28% | 4 | -173,431 | -50.55% | Q2 2026 | Aug 04, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 164,684 | 19,261 | 2.33% | 2.9% | 5 | -1,568 | -0.94% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 150,499 | 17,602 | 0.0% | 0.0% | 6 | +59,790 | 65.91% | Q2 2026 | Sep 02, 2026 |
| MORGAN STANLEY | History | Reduced | 149,086 | 17,437 | 0.0% | 0.0% | 7 | -189 | -0.13% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 145,425 | 17,008 | 0.0% | 0.0% | 8 | +119,974 | 471.39% | Q2 2026 | Aug 14, 2026 |
| Madison Asset Management, LLC | History | Reduced | 135,190 | 15,811 | 0.19% | 0.44% | 9 | -232,634 | -63.25% | Q2 2026 | Aug 10, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 118,842 | 13,900 | 0.57% | 0.3% | 10 | +18,676 | 18.65% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 83,850 | 9,807 | 0.02% | 0.01% | 11 | +53,328 | 174.72% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | Reduced | 78,556 | 9,187 | 0.0% | 0.01% | 12 | -148,438 | -65.39% | Q2 2026 | Aug 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 70,844 | 8,285 | 0.0% | 0.01% | 13 | -818,334 | -92.03% | Q2 2026 | Aug 14, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 70,414 | 8,235 | 0.17% | 0.16% | 14 | -82 | -0.12% | Q2 2026 | Aug 04, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 60,814 | 7,113 | 0.01% | 0.13% | 15 | -484,288 | -88.84% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 54,234 | 6,343 | 0.0% | 0.0% | 16 | -39,115 | -41.9% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Reduced | 52,791 | 6,174 | 0.0% | 0.0% | 17 | -14,420 | -21.45% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | New | 51,764 | 6,054 | 0.0% | — | 18 | +51,764 | New | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 50,507 | 5,908 | 0.0% | 0.0% | 19 | -189,395 | -78.95% | Q2 2026 | Aug 14, 2026 |
| SSA SWISS ADVISORS AG | History | Reduced | 48,043 | 5,619 | 2.11% | 2.15% | 20 | -423 | -0.87% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 38,572 | 4,511 | 0.0% | 0.02% | 21 | -557,073 | -93.52% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Reduced | 38,313 | 4,481 | 0.01% | 0.01% | 22 | -680 | -1.74% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 28,073 | 3,282 | 0.0% | 0.0% | 23 | -1,018 | -3.5% | Q2 2026 | Aug 10, 2026 |
| AlTi Global, Inc. | History | Reduced | 25,431 | 2,974 | 0.06% | 0.06% | 24 | -4,824 | -15.94% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | Reduced | 25,179 | 2,944 | 0.0% | 0.0% | 25 | -2,881 | -10.27% | Q2 2026 | Aug 27, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 24,537 | 2,869 | 0.0% | 0.01% | 26 | -38,792 | -61.25% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 24,023 | 2,809 | 0.01% | 0.02% | 27 | -11,010 | -31.43% | Q2 2026 | Aug 13, 2026 |
| Fortis Advisors, LLC | History | Reduced | 23,654 | 2,766 | 1.29% | 1.14% | 28 | -64 | -0.27% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | Added to | 23,090 | 2,700 | 0.06% | 0.01% | 29 | +19,307 | 510.36% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 22,583 | 2,641 | 0.0% | 0.04% | 30 | -281,482 | -92.57% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | Reduced | 20,359 | 2,381 | 0.0% | 0.02% | 31 | -96,062 | -82.51% | Q2 2026 | Jul 30, 2026 |
| Forum Finance Group S.A. | History | Added to | 22,337 | 2,111 | 0.76% | 0.4% | 32 | +12,748 | 132.94% | Q2 2026 | Aug 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 17,457 | 2,041 | 0.03% | 0.14% | 33 | -74,332 | -80.98% | Q2 2026 | Aug 14, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Reduced | 16,995 | 1,987 | 0.12% | 0.67% | 34 | -87,249 | -83.7% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 16,858 | 1,971 | 0.0% | 0.0% | 35 | -614 | -3.51% | Q2 2026 | Aug 19, 2026 |
| CITIGROUP INC | History | Reduced | 16,827 | 1,968 | 0.0% | 0.0% | 36 | -784 | -4.45% | Q2 2026 | Aug 03, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 16,284 | 1,904 | 0.0% | 0.0% | 37 | +4,923 | 43.33% | Q2 2026 | Aug 07, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 16,025 | 1,874 | 0.0% | 0.0% | 38 | -59 | -0.37% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 15,258 | 1,784 | 0.0% | 0.02% | 39 | -727,124 | -97.94% | Q2 2026 | Sep 23, 2026 |
| WestEnd Advisors, LLC | History | Reduced | 15,107 | 1,766 | 0.04% | 1.33% | 40 | -562,319 | -97.38% | Q2 2026 | Jul 22, 2026 |
| Creative Planning | History | Added to | 13,504 | 1,579 | 0.0% | 0.0% | 41 | +140 | 1.05% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 12,631 | 1,477 | 0.01% | 0.01% | 42 | -145 | -1.13% | Q2 2026 | Aug 10, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 12,611 | 1,474 | 0.0% | 0.0% | 43 | -3,271 | -20.6% | Q2 2026 | Aug 12, 2026 |
| Wealth Management Partners, LLC | History | Added to | 12,606 | 1,474 | 0.35% | 0.34% | 44 | +36 | 0.29% | Q2 2026 | Jul 22, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | New | 12,117 | 1,417 | 0.02% | — | 45 | +12,117 | New | Q2 2026 | Aug 06, 2026 |
| MAI Capital Management | History | Added to | 12,014 | 1,405 | 0.01% | 0.0% | 46 | +9,779 | 437.54% | Q2 2026 | Aug 14, 2026 |
| Wharton Business Group, LLC | History | Reduced | 11,722 | 1,371 | 0.05% | 0.04% | 47 | -375 | -3.1% | Q2 2026 | Aug 10, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 11,515 | 1,346 | 0.01% | 0.01% | 48 | -630 | -5.19% | Q2 2026 | Jul 29, 2026 |
| Blue Fin Capital, Inc. | History | No change | 10,508 | 1,229 | 0.18% | 0.17% | 49 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 10,108 | 1,182 | 0.0% | 0.0% | 50 | +5,725 | 130.62% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | Added to | 9,962 | 1,165 | 0.02% | 0.02% | 51 | +1,687 | 20.39% | Q2 2026 | Jul 30, 2026 |
| B. Riley Wealth Advisors, Inc. | History | New | 9,884 | 1,141 | 0.06% | — | 52 | +9,884 | New | Q2 2026 | Jul 14, 2026 |
| BFI Infinity Ltd. | History | No change | 9,534 | 1,115 | 0.33% | 0.48% | 53 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quantinno Capital Management LP | History | Reduced | 9,317 | 1,089 | 0.0% | 0.0% | 54 | -530 | -5.38% | Q2 2026 | Aug 13, 2026 |
| Quadrature Capital Ltd | History | New | 8,479 | 991 | 0.01% | — | 55 | +8,479 | New | Q2 2026 | Aug 06, 2026 |
| United Asset Strategies, Inc. | History | Added to | 7,176 | 839 | 0.06% | 0.04% | 56 | +1,550 | 27.55% | Q2 2026 | Jul 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 6,030 | 705 | 0.0% | 0.0% | 57 | -13,168 | -68.59% | Q2 2026 | Aug 13, 2026 |
| Yoffe Investment Management, LLC | History | No change | 5,991 | 700 | 0.8% | 0.73% | 58 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,528 | 646 | 0.0% | 0.0% | 59 | -17,667 | -76.17% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 5,543 | 640 | 0.0% | 0.0% | 60 | -9,946 | -64.21% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 5,040 | 589 | 0.0% | 0.0% | 61 | +1,540 | 44.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 4,878 | 571 | 0.0% | 0.0% | 62 | +948 | 24.12% | Q2 2026 | Jul 27, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 4,823 | 564 | 0.05% | 0.07% | 63 | -1,556 | -24.39% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,611 | 539 | 0.0% | 0.0% | 64 | +382 | 9.03% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 4,359 | 509 | 0.0% | 0.0% | 65 | -2,875 | -39.74% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,230 | 494 | 0.0% | 0.0% | 66 | -4,641 | -52.32% | Q2 2026 | Aug 12, 2026 |
| Summa Corp. | History | No change | 4,086 | 477 | 0.15% | 0.16% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | Reduced | 4,064 | 475 | 0.0% | 0.0% | 68 | -1,887 | -31.71% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 4,019 | 470 | 0.0% | 0.01% | 69 | -17,288 | -81.14% | Q2 2026 | Jul 13, 2026 |
| Mandatum Life Insurance Co Ltd | History | No change | 3,955 | 462 | 0.09% | 0.08% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 3,872 | 452 | 0.06% | 0.05% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,827 | 447 | 0.0% | 0.0% | 72 | +1,351 | 54.56% | Q2 2026 | Aug 14, 2026 |
| BBR PARTNERS, LLC | History | No change | 3,802 | 444 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,559 | 416 | 0.0% | 0.0% | 74 | +265 | 8.04% | Q2 2026 | Sep 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | New | 3,410 | 398 | 0.01% | — | 75 | +3,410 | New | Q2 2026 | Jul 28, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Reduced | 3,321 | 388 | 0.08% | 0.08% | 76 | -124 | -3.6% | Q2 2026 | Jul 09, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 3,190 | 373 | 0.0% | — | 77 | +3,190 | New | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | Reduced | 3,170 | 370 | 0.0% | 0.0% | 78 | -37 | -1.15% | Q2 2026 | Aug 12, 2026 |
| Sharper & Granite LLC | History | No change | 3,000 | 350 | 0.11% | 0.1% | 79 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CIBC WORLD MARKET INC. | History | New | 2,964 | 346 | 0.0% | — | 80 | +2,964 | New | Q2 2026 | Aug 13, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 2,958 | 345 | 0.02% | 0.13% | 81 | -21,945 | -88.12% | Q2 2026 | Aug 11, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | Added to | 2,920 | 341 | 0.03% | 0.03% | 82 | +34 | 1.18% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 2,912 | 340 | 0.0% | 0.0% | 83 | +345 | 13.44% | Q2 2026 | Aug 13, 2026 |
| Financial Council, LLC | History | Added to | 2,684 | 313 | 0.1% | 0.1% | 84 | +8 | 0.3% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,422 | 283 | 0.0% | 0.01% | 85 | -3,931 | -61.88% | Q2 2026 | Aug 12, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 2,402 | 280 | 0.01% | 0.01% | 86 | -343 | -12.5% | Q2 2026 | Jul 31, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | New | 2,349 | 274 | 0.01% | — | 87 | +2,349 | New | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 2,300 | 269 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Arax Advisory Partners | History | New | 2,294 | 268 | 0.0% | — | 89 | +2,294 | New | Q2 2026 | Aug 10, 2026 |
| Guidance Point Advisors, LLC | History | Reduced | 2,264 | 265 | 0.06% | 0.05% | 90 | -10 | -0.44% | Q2 2026 | Jul 31, 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC | History | Reduced | 2,238 | 261 | 0.02% | 0.02% | 91 | -247 | -9.94% | Q2 2026 | Jul 27, 2026 |
| Diversified Trust Co | History | No change | 2,204 | 257 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Addison Advisors LLC | History | Reduced | 2,165 | 253 | 0.12% | 0.05% | 93 | -345 | -13.75% | Q2 2026 | Aug 10, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | New | 1,950 | 228 | 0.02% | — | 94 | +1,950 | New | Q2 2026 | Aug 10, 2026 |
| Abacus Planning Group, Inc. | History | New | 1,911 | 223 | 0.03% | — | 95 | +1,911 | New | Q2 2026 | Jul 20, 2026 |
| Americana Partners, LLC | History | New | 1,872 | 218 | 0.0% | — | 98 | +1,872 | New | Q2 2026 | Aug 05, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 1,864 | 218 | 0.0% | 0.0% | 96 | -293 | -13.58% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 1,864 | 218 | 0.0% | 0.0% | 97 | -293 | -13.58% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | New | 1,843 | 215 | 0.0% | — | 99 | +1,843 | New | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,819 | 212 | 0.0% | 0.0% | 100 | -412 | -18.47% | Q2 2026 | Aug 13, 2026 |
| Banco Santander, S.A. | History | New | 1,727 | 201 | 0.0% | — | 101 | +1,727 | New | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,650 | 193 | 0.0% | 0.0% | 102 | -3,859 | -70.05% | Q2 2026 | Aug 13, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 1,576 | 184 | 0.02% | 0.01% | 103 | -13 | -0.82% | Q2 2026 | Jul 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,498 | 171 | 0.0% | 0.0% | 104 | +497 | 49.65% | Q2 2026 | Aug 14, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 1,117 | 130 | 0.07% | 0.07% | 105 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 950 | 111 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brown Shipley& Co Ltd | History | New | 768 | 89 | 0.05% | — | 107 | +768 | New | Q2 2026 | Jul 14, 2026 |
| AE Wealth Management LLC | History | No change | 721 | 84 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Larson Financial Group LLC | History | Added to | 678 | 79 | 0.0% | 0.0% | 109 | +11 | 1.65% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | New | 611 | 71 | 0.0% | — | 110 | +611 | New | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 559 | 65 | 0.0% | 0.0% | 111 | -441 | -44.1% | Q2 2026 | Jul 20, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 509 | 60 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WHITTIER TRUST CO | History | No change | 382 | 44 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 361 | 42 | 0.0% | 0.0% | 115 | -3,014 | -89.3% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 360 | 42 | 0.0% | 0.0% | 114 | -215 | -37.39% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 366 | 42 | 0.01% | 0.0% | 116 | +1 | 0.27% | Q2 2026 | Jul 20, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 319 | 37 | 0.0% | — | 117 | +319 | New | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 311 | 36 | 0.0% | 0.0% | 118 | -10,981 | -97.25% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 282 | 33 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smithfield Trust Co | History | No change | 207 | 24 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 193 | 22 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 103 | 12 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 110 | 12 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UMB Bank, n.a. | History | New | 100 | 11 | 0.0% | — | 124 | +100 | New | Q2 2026 | Aug 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 100 | 11 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 86 | 10 | 0.0% | 0.0% | 126 | -92 | -51.69% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 91 | 10 | 0.0% | 0.0% | 128 | +71 | 355.0% | Q2 2026 | Aug 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 90 | 10 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Allworth Financial LP | History | No change | 88 | 10 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SYM FINANCIAL Corp | History | New | 81 | 9 | 0.0% | — | 130 | +81 | New | Q2 2026 | Aug 04, 2026 |
| WealthCollab, LLC | History | New | 79 | 9 | 0.0% | — | 132 | +79 | New | Q2 2026 | Aug 10, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 79 | 9 | 0.0% | — | 133 | +79 | New | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 78 | 9 | 0.0% | — | 131 | +78 | New | Q2 2026 | Aug 13, 2026 |
| Planning Strategies Inc. | History | New | 74 | 8 | 0.0% | — | 134 | +74 | New | Q2 2026 | Jul 27, 2026 |
| Glassman Wealth Services | History | New | 49 | 5 | 0.0% | — | 135 | +49 | New | Q2 2026 | Aug 05, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 45 | 5 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 42 | 4 | 0.0% | 0.0% | 137 | -146 | -77.66% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 29 | 3 | 0.0% | 0.0% | 139 | -156 | -84.32% | Q2 2026 | Jul 23, 2026 |
| VANGUARD ADVISERS INC | History | No change | 32 | 3 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 26 | 2 | 0.0% | — | 141 | +26 | New | Q2 2026 | Jul 27, 2026 |
| Founders Capital Management | History | No change | 22 | 2 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 9 | 1 | 0.0% | 0.0% | 144 | -152 | -94.41% | Q2 2026 | Aug 13, 2026 |
| Continuum Advisory, LLC | History | New | 15 | 1 | 0.0% | — | 147 | +15 | New | Q2 2026 | Aug 06, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 9 | 1 | 0.0% | — | 145 | -1 | -10.0% | Q2 2026 | Jul 23, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 12 | 1 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Banque Cantonale Vaudoise | History | No change | 16,450 | 1 | 0.0% | 0.06% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -225,427 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -220,202 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -64,634 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Sage Advisory Services, Ltd.Co. | History | Closed out | 0 | 0 | — | 1.55% | — | -29,599 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Coastal Bridge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -20,021 | -100.0% | Q2 2026 | Aug 17, 2026 |
| Vivaldi Capital Management LP | History | Closed out | 0 | 0 | — | 0.18% | — | -13,814 | -100.0% | Q1 2026 | May 14, 2026 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.42% | — | -13,599 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -12,823 | -100.0% | Q2 2026 | Jul 28, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,787 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,734 | -100.0% | Q2 2026 | Jul 27, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | Closed out | 0 | 0 | — | 0.14% | — | -8,502 | -100.0% | Q1 2026 | Apr 22, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -7,639 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Elevation Advisory Partners LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -3,959 | -100.0% | Q2 2026 | Aug 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,947 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Waverly Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,623 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Phillips Wealth Planners LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -3,280 | -100.0% | Q2 2026 | Aug 07, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,631 | -100.0% | Q2 2026 | Aug 06, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,609 | -100.0% | Q2 2026 | Jul 29, 2026 |
| CWM, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,462 | -100.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,442 | -100.0% | Q2 2026 | Jul 15, 2026 |
| NerdWallet Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,328 | -100.0% | Q2 2026 | Jul 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,126 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Arkos Global Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -2,031 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -1,410 | -100.0% | Q2 2026 | Jul 29, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,371 | -100.0% | Q2 2026 | Jul 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,167 | -100.0% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -597 | -100.0% | Q2 2026 | Jul 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -300 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -250 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q2 2026 | Jul 17, 2026 |
| LANARK FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q2 2026 | Aug 12, 2026 |
| NorthAvenue LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -112 | -100.0% | Q2 2026 | Jul 21, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q2 2026 | Aug 04, 2026 |
| Pioneer Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q2 2026 | Jul 27, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q2 2026 | Sep 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |