iSHARES TRUST - EFAV

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
Showing first 300 of 533 rows for faster page load. Load all rows.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
FMR LLC History No change 7,315,650 641,655 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History No change 3,650,415 320,177 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 3,649,436 320,092 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 07, 2026
MORGAN STANLEY History No change 2,634,646 231,084 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
Wharton Business Group, LLC History No change 1,671,587 146,614 4.9% 4.9% 5 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,099,071 96,399 0.05% 0.05% 6 0 0.0% Q2 2026 Aug 12, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,036,742 90,932 0.02% 0.02% 7 0 0.0% Q2 2026 Sep 23, 2026
LPL Financial LLC History No change 932,387 81,779 0.02% 0.02% 8 0 0.0% Q2 2026 Aug 07, 2026
Financial Engines Advisors L.L.C. History No change 779,547 68,374 0.12% 0.12% 9 0 0.0% Q2 2026 Aug 14, 2026
SECURIAN ASSET MANAGEMENT, INC History No change 702,769 63,987 2.3% 2.3% 10 0 0.0% Q2 2026 Jul 23, 2026
UBS Group AG History No change 683,106 59,915 0.01% 0.01% 11 0 0.0% Q2 2026 Aug 13, 2026
SEI INVESTMENTS CO History No change 679,207 59,574 0.05% 0.05% 12 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 650,611 57,065 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
RAYMOND JAMES FINANCIAL INC History No change 636,096 55,792 0.02% 0.02% 14 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 575,586 50,480 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 487,681 42,775 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 14, 2026
Cambridge Investment Research Advisors, Inc. History No change 439,002 38,505 0.09% 0.09% 17 0 0.0% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 424,169 37,203 0.06% 0.06% 18 0 0.0% Q2 2026 Jul 30, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 381,992 33,504 0.04% 0.04% 19 0 0.0% Q2 2026 Aug 19, 2026
Summit Financial, LLC History No change 376,075 32,985 0.36% 0.36% 20 0 0.0% Q2 2026 Aug 12, 2026
Amundi History No change 375,150 32,904 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 11, 2026
Creative Planning History No change 373,286 32,740 0.02% 0.02% 22 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 363,824 31,911 0.03% 0.03% 23 0 0.0% Q2 2026 Aug 12, 2026
ALLIANCEBERNSTEIN L.P. History No change 320,615 29,294 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 14, 2026
Facet Wealth, Inc. History No change 305,572 26,801 0.38% 0.38% 25 0 0.0% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 296,316 25,989 0.03% 0.03% 26 0 0.0% Q2 2026 Jul 29, 2026
JONES FINANCIAL COMPANIES LLLP History No change 233,033 20,450 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 14, 2026
Armbruster Capital Management, Inc. History No change 228,932 20,079 2.99% 2.99% 28 0 0.0% Q2 2026 Jul 16, 2026
Geneos Wealth Management Inc. History No change 209,918 18,411 0.38% 0.38% 29 0 0.0% Q2 2026 Aug 06, 2026
Brookstone Capital Management History No change 204,864 17,968 0.18% 0.18% 30 0 0.0% Q2 2026 Jul 15, 2026
Penserra Capital Management LLC History No change 196,194 17,208 0.13% 0.13% 31 0 0.0% Q2 2026 Aug 13, 2026
Kestra Advisory Services, LLC History No change 192,591 16,892 0.05% 0.05% 32 0 0.0% Q2 2026 Jul 28, 2026
Lester Murray Antman dba SimplyRich History No change 186,185 16,330 3.82% 3.82% 33 0 0.0% Q2 2026 Jul 31, 2026
Portfolio Design Labs, LLC History No change 169,473 14,864 2.44% 2.44% 34 0 0.0% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History No change 169,268 14,828 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 14, 2026
ProVise Management Group, LLC History No change 159,820 14,017 0.94% 0.94% 36 0 0.0% Q2 2026 Aug 03, 2026
Symmetry Partners, LLC History No change 156,401 13,717 0.7% 0.7% 37 0 0.0% Q2 2026 Jul 23, 2026
Ledyard National Bank History No change 153,015 13,420 1.08% 1.08% 38 0 0.0% Q2 2026 Jul 16, 2026
Merit Financial Group, LLC History No change 148,952 13,064 0.08% 0.08% 39 0 0.0% Q2 2026 Jul 20, 2026
ANDERSON HOAGLAND & CO History No change 147,790 12,962 1.02% 1.02% 40 0 0.0% Q2 2026 Jul 06, 2026
Mariner, LLC History No change 138,907 12,183 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 13, 2026
Vestcor Inc History No change 138,825 12,176 0.3% 0.3% 42 0 0.0% Q2 2026 Aug 11, 2026
Ascent Group, LLC History No change 124,996 10,963 0.33% 0.33% 43 0 0.0% Q2 2026 Aug 03, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History No change 122,535 10,747 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 119,482 10,479 0.02% 0.02% 45 0 0.0% Q2 2026 Aug 07, 2026
PRINCIPAL SECURITIES, INC. History No change 114,028 10,001 0.12% 0.12% 46 0 0.0% Q2 2026 Aug 04, 2026
Magnus Financial Group LLC History No change 113,016 9,912 0.7% 0.7% 47 0 0.0% Q2 2026 Jul 09, 2026
Baird Financial Group, Inc. History No change 110,680 9,707 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 106,332 9,326 0.02% 0.02% 49 0 0.0% Q2 2026 Aug 05, 2026
JPMORGAN CHASE & CO History No change 105,524 9,297 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 103,567 9,083 0.01% 0.01% 51 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 101,884 8,936 0.01% 0.01% 52 0 0.0% Q2 2026 Jul 28, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 94,453 8,284 0.49% 0.49% 53 0 0.0% Q2 2026 Aug 12, 2026
CHOREO, LLC History No change 91,946 8,064 0.09% 0.09% 54 0 0.0% Q2 2026 Aug 04, 2026
STIFEL FINANCIAL CORP History No change 86,391 7,577 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 12, 2026
Asset Management Group, Inc. History No change 84,562 7,416 1.09% 1.09% 56 0 0.0% Q2 2026 Aug 14, 2026
ALPHA CAPITAL ADVISORS INC /ADV History No change 84,324 7,396 6.38% 6.38% 57 0 0.0% Q2 2026 Aug 06, 2026
CUTLER INVESTMENT COUNSEL LLC History No change 80,264 7,039 0.66% 0.66% 58 0 0.0% Q2 2026 Jul 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 79,705 6,983 0.02% 0.02% 59 0 0.0% Q2 2026 Aug 13, 2026
Mission Creek Capital Partners, Inc. History No change 79,407 6,964 1.22% 1.22% 60 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 77,119 6,764 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 05, 2026
Well Done, LLC History No change 75,883 6,655 0.9% 0.9% 62 0 0.0% Q2 2026 Jul 24, 2026
Estate Counselors, LLC History No change 74,006 6,491 0.56% 0.56% 63 0 0.0% Q2 2026 Aug 07, 2026
Anchor Investment Management, LLC History No change 70,045 6,143 0.46% 0.46% 64 0 0.0% Q2 2026 Sep 15, 2026
BANK OF MONTREAL /CAN/ History No change 68,756 6,030 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 12, 2026
FOUNDERS FINANCIAL SECURITIES LLC History No change 66,332 5,817 0.3% 0.3% 66 0 0.0% Q2 2026 Jul 31, 2026
Horizon Investments, LLC History No change 65,785 5,770 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 64,025 5,615 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 12, 2026
TUDOR INVESTMENT CORP ET AL History No change 62,890 5,516 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 61,227 5,486 0.01% 0.01% 70 0 0.0% Q2 2026 Jul 15, 2026
World Investment Advisors History No change 58,090 5,305 0.09% 0.09% 71 0 0.0% Q2 2026 Aug 13, 2026
Compass Financial Group, Inc. (Ohio) History No change 59,346 5,205 3.48% 3.48% 72 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Advisors, LLC History No change 57,970 5,084 0.02% 0.02% 73 0 0.0% Q2 2026 Aug 12, 2026
ASPIRIANT, LLC History No change 55,558 4,872 0.12% 0.12% 74 0 0.0% Q2 2026 Jul 20, 2026
TCV Trust & Wealth Management, Inc. History No change 54,659 4,794 0.36% 0.36% 75 0 0.0% Q2 2026 Jul 24, 2026
Apella Capital, LLC History No change 52,215 4,685 0.07% 0.07% 76 0 0.0% Q2 2026 Jul 08, 2026
RWA WEALTH PARTNERS, LLC History No change 52,845 4,635 0.04% 0.04% 77 0 0.0% Q2 2026 Aug 07, 2026
Private Advisor Group, LLC History No change 52,463 4,601 0.02% 0.02% 78 0 0.0% Q2 2026 Jul 27, 2026
GLENMEDE TRUST CO NA History No change 51,547 4,521 0.02% 0.02% 79 0 0.0% Q2 2026 Aug 10, 2026
Wealth Advisors of Iowa, LLC History No change 51,015 4,474 1.21% 1.21% 80 0 0.0% Q2 2026 Jul 30, 2026
Strategic Blueprint, LLC History No change 50,230 4,405 0.22% 0.22% 81 0 0.0% Q2 2026 Jul 23, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 49,331 4,326 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 45,669 4,005 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 13, 2026
Advisory Services Network, LLC History No change 44,716 3,922 0.04% 0.04% 84 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 43,633 3,843 0.01% 0.01% 85 0 0.0% Q2 2026 Aug 10, 2026
Rehmann Capital Advisory Group History No change 43,093 3,780 0.17% 0.17% 86 0 0.0% Q2 2026 Aug 20, 2026
MAI Capital Management History No change 40,162 3,522 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 14, 2026
Samalin Investment Counsel, LLC History No change 40,162 3,522 1.1% 1.1% 88 0 0.0% Q2 2026 Jul 27, 2026
Mutual Advisors, LLC History No change 40,079 3,515 0.07% 0.07% 89 0 0.0% Q2 2026 Aug 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 39,508 3,461 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 14, 2026
Integrated Wealth Concepts LLC History No change 38,188 3,349 0.02% 0.02% 91 0 0.0% Q2 2026 Sep 08, 2026
Capital Analysts, LLC History No change 38,166 3,348 0.08% 0.08% 92 0 0.0% Q2 2026 Aug 05, 2026
Corsicana & Co. History No change 37,774 3,313 1.61% 1.61% 93 0 0.0% Q2 2026 Jul 24, 2026
Shore Point Advisors, LLC History No change 37,514 3,290 1.13% 1.13% 94 0 0.0% Q2 2026 Jul 14, 2026
Transamerica Financial Advisors, LLC History No change 36,835 3,230 0.27% 0.27% 95 0 0.0% Q2 2026 Aug 14, 2026
IMA Advisory Services, Inc. History No change 36,419 3,194 0.2% 0.2% 96 0 0.0% Q2 2026 Aug 10, 2026
BridgePort Financial Solutions, LLC History No change 34,008 2,982 0.76% 0.76% 97 0 0.0% Q2 2026 Jul 24, 2026
Rakuten Investment Management, Inc. History No change 33,220 2,927 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 17, 2026
Physician Wealth Advisors, Inc. History No change 32,819 2,878 0.34% 0.34% 99 0 0.0% Q2 2026 Jul 20, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 32,374 2,839 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 14, 2026
VAUGHAN & Co SECURITIES, INC. History No change 31,301 2,745 1.28% 1.28% 101 0 0.0% Q2 2026 Aug 03, 2026
RHS Financial, LLC History No change 31,280 2,743 1.11% 1.11% 102 0 0.0% Q2 2026 Aug 07, 2026
MorganRosel Wealth Management, LLC History No change 30,830 2,704 0.91% 0.91% 103 0 0.0% Q2 2026 Aug 14, 2026
OneDigital Investment Advisors LLC History No change 30,707 2,693 0.02% 0.02% 104 0 0.0% Q2 2026 Aug 06, 2026
UMB Bank, n.a. History No change 30,384 2,664 0.03% 0.03% 105 0 0.0% Q2 2026 Aug 13, 2026
Prism Advisors, Inc. History No change 30,314 2,658 0.65% 0.65% 106 0 0.0% Q2 2026 Jul 24, 2026
MGO ONE SEVEN LLC History No change 30,303 2,657 0.04% 0.04% 107 0 0.0% Q2 2026 Jul 31, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 28,725 2,519 2.26% 2.26% 108 0 0.0% Q2 2026 Jul 09, 2026
Sequoia Financial Advisors, LLC History No change 28,495 2,499 0.01% 0.01% 109 0 0.0% Q2 2026 Jul 17, 2026
Sanctuary Advisors, LLC History No change 28,409 2,491 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 28,009 2,456 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 27,620 2,422 0.01% 0.01% 112 0 0.0% Q2 2026 Jul 24, 2026
Beacon Pointe Advisors, LLC History No change 27,494 2,411 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 18, 2026
IHT Wealth Management, LLC History No change 27,381 2,401 0.05% 0.05% 114 0 0.0% Q2 2026 Aug 14, 2026
MATHER GROUP, LLC. History No change 26,968 2,365 0.02% 0.02% 115 0 0.0% Q2 2026 Jul 27, 2026
Brickley Wealth Management History No change 26,950 2,363 0.34% 0.34% 116 0 0.0% Q2 2026 Jul 13, 2026
Fortune Financial Advisors, LLC History No change 26,453 2,320 0.99% 0.99% 117 0 0.0% Q2 2026 Jul 22, 2026
Frontier Asset Management, LLC History No change 26,273 2,304 0.41% 0.41% 118 0 0.0% Q2 2026 Aug 06, 2026
SHUFRO ROSE & CO LLC History No change 26,178 2,296 0.13% 0.13% 119 0 0.0% Q2 2026 Aug 12, 2026
Concurrent Investment Advisors, LLC History No change 25,736 2,257 0.02% 0.02% 120 0 0.0% Q2 2026 Jul 27, 2026
Ausdal Financial Partners, Inc. History No change 25,610 2,246 0.09% 0.09% 121 0 0.0% Q2 2026 Aug 14, 2026
J.W. COLE ADVISORS, INC. History No change 25,311 2,220 0.04% 0.04% 122 0 0.0% Q2 2026 Jul 21, 2026
Focus Partners Advisor Solutions, LLC History No change 24,765 2,172 0.02% 0.02% 123 0 0.0% Q2 2026 Aug 06, 2026
Arkadios Wealth Advisors History No change 24,550 2,153 0.03% 0.03% 124 0 0.0% Q2 2026 Aug 10, 2026
&PARTNERS History No change 23,392 2,051 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 14, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 23,083 2,024 0.04% 0.04% 126 0 0.0% Q2 2026 Jul 14, 2026
CGN Advisors LLC History No change 23,051 2,021 0.15% 0.15% 127 0 0.0% Q2 2026 Jul 06, 2026
Friedenthal Financial History No change 21,968 1,926 0.89% 0.89% 128 0 0.0% Q2 2026 Jul 13, 2026
Bank of New York Mellon Corp History No change 21,833 1,914 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 06, 2026
Klingman & Associates, LLC History No change 21,671 1,900 0.08% 0.08% 130 0 0.0% Q2 2026 Jul 29, 2026
BROWN WEALTH MANAGEMENT, LLC History No change 20,645 1,810 0.4% 0.4% 131 0 0.0% Q2 2026 Jul 20, 2026
McNaughton Wealth Management, LLC History No change 20,506 1,798 0.64% 0.64% 132 0 0.0% Q2 2026 Jul 07, 2026
Global Assets Advisory, LLC History No change 20,568 1,794 0.39% 0.39% 133 0 0.0% Q2 2026 Jul 27, 2026
SageView Advisory Group, LLC History No change 19,880 1,743 0.06% 0.06% 134 0 0.0% Q2 2026 Aug 10, 2026
JANE STREET GROUP, LLC History No change 19,849 1,740 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 19,092 1,674 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 11, 2026
Breakwater Capital Group History No change 19,053 1,671 0.2% 0.2% 137 0 0.0% Q2 2026 Jul 08, 2026
Bleakley Financial Group, LLC History No change 18,568 1,628 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 05, 2026
HB Wealth Management, LLC History No change 18,458 1,618 0.01% 0.01% 139 0 0.0% Q2 2026 Jul 29, 2026
Berger Financial Group, Inc History No change 18,372 1,611 0.08% 0.08% 140 0 0.0% Q2 2026 Aug 04, 2026
SAWGRASS ASSET MANAGEMENT LLC History No change 18,339 1,608 0.21% 0.21% 141 0 0.0% Q2 2026 Jul 29, 2026
Bell Investment Advisors, Inc History No change 18,115 1,588 0.23% 0.23% 142 0 0.0% Q2 2026 Aug 06, 2026
Bellwether Advisors, LLC History No change 17,827 1,563 0.23% 0.23% 143 0 0.0% Q2 2026 Aug 13, 2026
Betterment LLC History No change 17,805 1,562 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 14, 2026
Focus Financial Network, Inc. History No change 17,401 1,526 0.05% 0.05% 145 0 0.0% Q2 2026 Jul 09, 2026
Quantinno Capital Management LP History No change 17,337 1,520 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 13, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 16,860 1,478 0.38% 0.38% 147 0 0.0% Q2 2026 Aug 07, 2026
CVA Family Office, LLC History No change 16,839 1,476 0.13% 0.13% 148 0 0.0% Q2 2026 Aug 07, 2026
Roof Eidam Maycock Peralta, LLC History No change 16,594 1,455 0.29% 0.29% 149 0 0.0% Q2 2026 Jul 24, 2026
Foster Victor Wealth Advisors, LLC History No change 15,795 1,422 0.07% 0.07% 150 0 0.0% Q2 2026 Jul 22, 2026
Prime Capital Investment Advisors, LLC History No change 16,107 1,412 0.01% 0.01% 151 0 0.0% Q2 2026 Aug 05, 2026
Peterson Wealth Advisors, LLC History No change 16,080 1,410 0.17% 0.17% 152 0 0.0% Q2 2026 Aug 10, 2026
TPG Advisors LLC History No change 15,981 1,401 0.77% 0.77% 153 0 0.0% Q2 2026 Jul 29, 2026
Steward Partners Investment Advisory, LLC History No change 15,817 1,387 0.01% 0.01% 154 0 0.0% Q2 2026 Aug 13, 2026
HBK Sorce Advisory LLC History No change 14,897 1,379 0.03% 0.03% 155 0 0.0% Q2 2026 Aug 06, 2026
Tacita Capital Inc History No change 15,640 1,371 0.74% 0.74% 156 0 0.0% Q2 2026 Aug 10, 2026
MONECO ADVISORS, LLC History No change 15,357 1,346 0.08% 0.08% 157 0 0.0% Q2 2026 Aug 11, 2026
M Holdings Securities, Inc. History No change 15,220 1,342 0.18% 0.18% 158 0 0.0% Q2 2026 Aug 11, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 15,280 1,340 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 07, 2026
Carr Financial Group Corp History No change 15,142 1,328 0.31% 0.31% 160 0 0.0% Q2 2026 Aug 06, 2026
SAX WEALTH ADVISORS, LLC History No change 14,516 1,326 0.05% 0.05% 161 0 0.0% Q2 2026 Jul 09, 2026
Tempo Wealth, LLC History No change 15,072 1,321 0.2% 0.2% 162 0 0.0% Q2 2026 Jul 27, 2026
Capital Advisors, Ltd. LLC History No change 14,998 1,315 0.13% 0.13% 163 0 0.0% Q2 2026 Jul 16, 2026
Foster Group, Inc. History No change 14,981 1,313 0.03% 0.03% 164 0 0.0% Q2 2026 Jul 07, 2026
MAGNOLIA CAPITAL ADVISORS LLC History No change 14,912 1,307 0.22% 0.22% 165 0 0.0% Q2 2026 Aug 14, 2026
Compound Planning, Inc. History No change 14,533 1,274 0.03% 0.03% 166 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD SECURITIES, INC. History No change 14,339 1,257 0.07% 0.07% 167 0 0.0% Q2 2026 Jul 15, 2026
Janney Montgomery Scott LLC History No change 14,270 1,252 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 05, 2026
NATIXIS ADVISORS, LLC History No change 14,183 1,244 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 14, 2026
IBEX WEALTH ADVISORS History No change 14,166 1,242 0.1% 0.1% 170 0 0.0% Q2 2026 Jul 27, 2026
Waldron Private Wealth LLC History No change 13,521 1,185 0.04% 0.04% 171 0 0.0% Q2 2026 Jul 20, 2026
Prospera Financial Services Inc History No change 13,458 1,180 0.02% 0.02% 172 0 0.0% Q2 2026 Jul 15, 2026
Equitable Holdings, Inc. History No change 13,098 1,148 0.01% 0.01% 173 0 0.0% Q2 2026 Aug 17, 2026
Lido Advisors, LLC History No change 12,608 1,105 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 07, 2026
Perigon Wealth Management, LLC History No change 12,583 1,103 0.02% 0.02% 175 0 0.0% Q2 2026 Aug 07, 2026
CLEAR WAVE WEALTH MANAGEMENT LLC History No change 12,571 1,102 0.2% 0.2% 176 0 0.0% Q2 2026 Aug 06, 2026
Global Retirement Partners, LLC History No change 12,390 1,086 0.02% 0.02% 177 0 0.0% Q2 2026 Aug 06, 2026
Gateway Wealth Partners, LLC History No change 12,307 1,079 0.06% 0.06% 178 0 0.0% Q2 2026 Aug 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 12,176 1,068 0.02% 0.02% 179 0 0.0% Q2 2026 Aug 10, 2026
Corient Private Wealth LP History No change 12,040 1,056 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 27, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 11,936 1,046 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
Baker Ellis Asset Management LLC History No change 11,900 1,043 0.11% 0.11% 182 0 0.0% Q2 2026 Jul 23, 2026
Round Rock Advisors LLC History No change 11,729 1,028 0.13% 0.13% 183 0 0.0% Q2 2026 Aug 12, 2026
Versant Capital Management, Inc History No change 11,194 1,019 0.09% 0.09% 184 0 0.0% Q3 2026 Oct 01, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 11,567 1,014 0.02% 0.02% 185 0 0.0% Q2 2026 Jul 23, 2026
CFG Wealth Management Services, Inc. History No change 10,991 996 0.93% 0.93% 186 0 0.0% Q2 2026 Jul 15, 2026
Shira Ridge Wealth Management History No change 11,111 974 0.34% 0.34% 187 0 0.0% Q2 2026 Jul 09, 2026
Ellis Investment Partners, LLC History No change 11,040 968 0.15% 0.15% 188 0 0.0% Q2 2026 Aug 05, 2026
Clark Asset Management, LLC History No change 10,799 947 0.07% 0.07% 189 0 0.0% Q2 2026 Jul 07, 2026
CFS Investment Advisory Services, LLC History No change 10,607 944 0.06% 0.06% 190 0 0.0% Q2 2026 Jul 16, 2026
FOSTER & MOTLEY INC History No change 10,680 937 0.04% 0.04% 191 0 0.0% Q2 2026 Aug 07, 2026
SWEENEY & MICHEL, LLC History No change 9,857 929 0.24% 0.24% 192 0 0.0% Q2 2026 Aug 10, 2026
Joel Isaacson & Co., LLC History No change 10,455 917 0.03% 0.03% 193 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Advisors, LLC History No change 10,274 901 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 06, 2026
STOCK YARDS BANK & TRUST CO History No change 10,219 896 0.03% 0.03% 195 0 0.0% Q2 2026 Aug 19, 2026
Allworth Financial LP History No change 10,137 889 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 11, 2026
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. History No change 10,120 887 0.64% 0.64% 197 0 0.0% Q2 2026 Jul 31, 2026
TOMPKINS FINANCIAL CORP History No change 9,668 880 0.06% 0.06% 198 0 0.0% Q3 2026 Oct 05, 2026
Envestnet Portfolio Solutions, Inc. History No change 10,003 877 0.0% 0.0% 199 0 0.0% Q2 2026 Sep 23, 2026
Diversify Advisory Services, LLC History No change 9,539 873 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 9,539 873 0.01% 0.01% 201 0 0.0% Q2 2026 Jul 29, 2026
Lexington Hill Partners, LLC History No change 9,820 861 0.42% 0.42% 202 0 0.0% Q2 2026 Jul 08, 2026
Wealthspire Advisors, LLC History No change 9,653 846 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 11, 2026
INVESTMENT PARTNERS, LTD. History No change 9,617 843 0.26% 0.26% 204 0 0.0% Q2 2026 Aug 04, 2026
PARK AVENUE SECURITIES LLC History No change 9,432 827 0.01% 0.01% 205 0 0.0% Q2 2026 Jul 20, 2026
SEEDS INVESTOR LLC History No change 9,419 826 0.08% 0.08% 206 0 0.0% Q2 2026 Aug 12, 2026
PFG Advisors History No change 9,344 819 0.04% 0.04% 207 0 0.0% Q2 2026 Jul 16, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 9,316 817 0.23% 0.23% 208 0 0.0% Q2 2026 Jul 24, 2026
STEPHENS INC /AR/ History No change 9,293 815 0.01% 0.01% 209 0 0.0% Q2 2026 Jul 29, 2026
Arcus Capital Partners, LLC History No change 9,285 814 0.34% 0.34% 210 0 0.0% Q2 2026 Aug 14, 2026
Empirical Asset Management, LLC History No change 9,280 813 0.18% 0.18% 211 0 0.0% Q2 2026 Aug 10, 2026
WESBANCO BANK INC History No change 9,166 803 0.02% 0.02% 212 0 0.0% Q2 2026 Jul 28, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 9,081 796 0.01% 0.01% 213 0 0.0% Q2 2026 Jul 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 9,008 791 0.0% 0.0% 214 0 0.0% Q2 2026 Aug 14, 2026
Private Advisory Group LLC History No change 8,967 786 0.04% 0.04% 215 0 0.0% Q2 2026 Aug 06, 2026
SPIREPOINT PRIVATE CLIENT, LLC History No change 8,920 782 0.06% 0.06% 216 0 0.0% Q2 2026 Aug 05, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 8,763 768 0.04% 0.04% 217 0 0.0% Q2 2026 Jul 15, 2026
IFG Advisory, LLC History No change 8,469 742 0.03% 0.03% 218 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 8,295 727 0.01% 0.01% 219 0 0.0% Q2 2026 Jul 17, 2026
Composition Wealth, LLC History No change 8,287 726 0.01% 0.01% 220 0 0.0% Q2 2026 Jul 22, 2026
Tolleson Wealth Management, Inc. History No change 8,177 717 0.1% 0.1% 221 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 8,137 713 0.02% 0.02% 222 0 0.0% Q2 2026 Jul 24, 2026
FRANKLIN RESOURCES INC History No change 8,091 709 0.0% 0.0% 223 0 0.0% Q2 2026 Aug 13, 2026
Venturi Wealth Management, LLC History No change 8,031 704 0.03% 0.03% 224 0 0.0% Q2 2026 Jul 20, 2026
FIDUCIARY TRUST CO History No change 8,014 702 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 7,890 692 0.03% 0.03% 226 0 0.0% Q2 2026 Jul 22, 2026
Portland Financial Advisors Inc History No change 7,836 687 1.25% 1.25% 227 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 7,804 684 0.01% 0.01% 228 0 0.0% Q2 2026 Aug 12, 2026
Black Diamond Financial, LLC History No change 7,774 681 0.06% 0.06% 229 0 0.0% Q2 2026 Aug 04, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 7,744 679 0.08% 0.08% 230 0 0.0% Q2 2026 Jul 10, 2026
Hilltop Partners LLC History No change 7,667 672 0.16% 0.16% 231 0 0.0% Q2 2026 Aug 05, 2026
Essex Financial Services, Inc. History No change 7,657 671 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 10, 2026
COWA, LLC History No change 7,497 657 0.16% 0.16% 233 0 0.0% Q2 2026 Aug 05, 2026
AQR CAPITAL MANAGEMENT LLC History No change 7,352 644 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 14, 2026
Heck Capital Advisors, LLC History No change 7,321 642 0.04% 0.04% 235 0 0.0% Q2 2026 Jul 10, 2026
Arax Advisory Partners History No change 7,296 639 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 10, 2026
Pacific Center for Financial Services History No change 7,273 637 0.14% 0.14% 237 0 0.0% Q2 2026 Aug 05, 2026
MOULTON WEALTH MANAGEMENT, INC History No change 7,247 632 0.42% 0.42% 238 0 0.0% Q2 2026 Jul 06, 2026
Vise Technologies, Inc. History No change 7,205 631 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 10, 2026
Savvy Advisors, Inc. History No change 7,170 628 0.01% 0.01% 240 0 0.0% Q2 2026 Aug 03, 2026
Lantz Financial LLC History No change 7,095 622 0.11% 0.11% 241 0 0.0% Q2 2026 Jul 09, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 7,067 619 0.02% 0.02% 242 0 0.0% Q2 2026 Aug 10, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 7,059 619 0.04% 0.04% 243 0 0.0% Q2 2026 Aug 05, 2026
Counterweight Ventures, LLC History No change 7,058 619 0.31% 0.31% 244 0 0.0% Q2 2026 Jul 23, 2026
1900 WEALTH MANAGEMENT LLC History No change 7,018 615 0.03% 0.03% 245 0 0.0% Q2 2026 Aug 04, 2026
Mascoma Wealth Management LLC History No change 7,008 614 0.11% 0.11% 246 0 0.0% Q2 2026 Jul 24, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 6,964 610 0.03% 0.03% 247 0 0.0% Q2 2026 Jul 27, 2026
Premier Path Wealth Partners, LLC History No change 6,744 591 0.07% 0.07% 248 0 0.0% Q2 2026 Jul 21, 2026
Financial Perspectives, Inc History No change 6,746 591 0.14% 0.14% 249 0 0.0% Q2 2026 Jul 24, 2026
Relyea Zuckerberg Hanson LLC History No change 6,561 575 0.05% 0.05% 250 0 0.0% Q2 2026 Jul 16, 2026
Keystone Financial Group History No change 6,496 569 0.03% 0.03% 251 0 0.0% Q2 2026 Jul 29, 2026
Pallas Capital Advisors LLC History No change 6,482 568 0.02% 0.02% 252 0 0.0% Q2 2026 Aug 07, 2026
Creekside Partners History No change 6,396 561 0.2% 0.2% 253 0 0.0% Q2 2026 Jul 30, 2026
CIBC WORLD MARKET INC. History No change 6,360 557 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 13, 2026
APPLETON PARTNERS INC/MA History No change 6,309 553 0.03% 0.03% 255 0 0.0% Q2 2026 Jul 21, 2026
Kathmere Capital Management, LLC History No change 6,310 553 0.03% 0.03% 256 0 0.0% Q2 2026 Jul 29, 2026
Wolff Financial Management LLC History No change 6,270 549 0.11% 0.11% 257 0 0.0% Q2 2026 Jul 16, 2026
HRT FINANCIAL LP History No change 6,150 539 0.0% 0.0% 258 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 6,064 531 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 07, 2026
Aries Wealth Management History No change 5,990 525 0.1% 0.1% 260 0 0.0% Q2 2026 Jul 24, 2026
Fragasso Financial Advisors Inc History No change 5,833 511 0.03% 0.03% 261 0 0.0% Q2 2026 Jul 09, 2026
BLAIR WILLIAM & CO/IL History No change 5,789 507 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 11, 2026
Greenwich Wealth Management LLC History No change 5,741 504 0.02% 0.02% 263 0 0.0% Q2 2026 Aug 12, 2026
QTR Family Wealth, LLC History No change 5,722 501 0.17% 0.17% 264 0 0.0% Q2 2026 Jul 27, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 5,693 499 0.01% 0.01% 265 0 0.0% Q2 2026 Jul 17, 2026
Pinnacle Bancorp, Inc. History No change 5,665 496 0.13% 0.13% 266 0 0.0% Q2 2026 Jul 28, 2026
FAS Wealth Partners, Inc. History No change 5,655 495 0.03% 0.03% 267 0 0.0% Q2 2026 Jul 29, 2026
VestGen Advisors, LLC History No change 5,553 487 0.01% 0.01% 268 0 0.0% Q2 2026 Aug 11, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 5,168 466 0.41% 0.41% 269 0 0.0% Q2 2026 Jul 16, 2026
Aspect Partners, LLC History No change 5,280 463 0.17% 0.17% 270 0 0.0% Q2 2026 Jul 16, 2026
Heirloom Wealth Management History No change 5,264 461 0.07% 0.07% 271 0 0.0% Q2 2026 Aug 03, 2026
BRIGHTON JONES LLC History No change 5,237 459 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 11, 2026
JMG Financial Group, Ltd. History No change 5,231 458 0.01% 0.01% 273 0 0.0% Q2 2026 Jul 31, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 5,181 454 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 23, 2026
Citizens National Bank Trust Department History No change 5,102 447 0.07% 0.07% 275 0 0.0% Q2 2026 Jul 22, 2026
Horizon Family Wealth, Inc. History No change 5,087 446 0.2% 0.2% 276 0 0.0% Q2 2026 Aug 11, 2026
FLOW TRADERS U.S. LLC History No change 5,009 439 0.02% 0.02% 277 0 0.0% Q2 2026 Aug 14, 2026
Annis Gardner Whiting Capital Advisors, LLC History No change 5,000 438 0.07% 0.07% 278 0 0.0% Q2 2026 Aug 10, 2026
K2 Financial Inc. History No change 4,870 434 0.31% 0.31% 279 0 0.0% Q2 2026 Jul 21, 2026
NORTH DALLAS BANK & TRUST CO History No change 4,944 433 0.26% 0.26% 280 0 0.0% Q2 2026 Jul 13, 2026
Atria Investments, Inc History No change 4,873 427 0.0% 0.0% 281 0 0.0% Q2 2026 Jul 28, 2026
Opus Financial Solutions LLC History No change 4,830 423 0.34% 0.34% 282 0 0.0% Q2 2026 Jul 24, 2026
Acorn Wealth Advisors, LLC History No change 4,769 418 0.1% 0.1% 283 0 0.0% Q2 2026 Jul 30, 2026
Sage Mountain Advisors LLC History No change 4,755 417 0.03% 0.03% 284 0 0.0% Q2 2026 Aug 05, 2026
Cornerstone Financial Group, LLC /NE/ History No change 4,720 413 0.25% 0.25% 285 0 0.0% Q2 2026 Aug 11, 2026
Integrated Advisors Network LLC History No change 4,678 410 0.02% 0.02% 286 0 0.0% Q2 2026 Aug 11, 2026
Grey Fox Wealth Advisors, LLC History No change 4,664 409 0.06% 0.06% 287 0 0.0% Q2 2026 Jul 17, 2026
WBH ADVISORY INC History No change 4,652 408 0.03% 0.03% 288 0 0.0% Q2 2026 Aug 05, 2026
LANDAAS & CO /WI /ADV History No change 4,650 407 0.07% 0.07% 289 0 0.0% Q2 2026 Jul 21, 2026
Ameritas Investment Partners, Inc. History No change 4,649 407 0.01% 0.01% 290 0 0.0% Q2 2026 Aug 13, 2026
Western Wealth Management, LLC History No change 4,617 404 0.01% 0.01% 291 0 0.0% Q2 2026 Aug 14, 2026
AMG National Trust Bank History No change 4,547 398 0.01% 0.01% 292 0 0.0% Q2 2026 Aug 06, 2026
Blankinship & Foster, LLC History No change 4,544 398 0.08% 0.08% 293 0 0.0% Q2 2026 Jul 30, 2026
IFP Advisors, Inc History No change 4,514 395 0.01% 0.01% 294 0 0.0% Q2 2026 Jul 20, 2026
Goldstein Advisors, LLC History No change 4,481 392 0.04% 0.04% 295 0 0.0% Q2 2026 Jul 20, 2026
CARDIFF PARK ADVISORS, LLC History No change 4,462 391 0.03% 0.03% 296 0 0.0% Q2 2026 Aug 14, 2026
Wilmington Savings Fund Society, FSB History No change 4,440 389 0.01% 0.01% 297 0 0.0% Q2 2026 Jul 28, 2026
Hibernia Wealth Partners, LLC History No change 4,418 387 0.21% 0.21% 298 0 0.0% Q2 2026 Jul 23, 2026
AE Wealth Management LLC History No change 4,380 384 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 03, 2026
EWA, LLC History No change 4,380 384 0.07% 0.07% 300 0 0.0% Q2 2026 Jul 14, 2026