iShares, Inc. - EIS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Korea Investment CORP | History | No change | 436,085 | 52,639 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 167,882 | 20,265 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 112,217 | 13,545 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nilsine Partners, LLC | History | No change | 79,749 | 9,626 | 0.67% | 0.67% | 4 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 74,257 | 8,963 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 58,661 | 7,080 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 53,120 | 6,412 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 49,174 | 5,935 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 47,616 | 5,746 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | Added to | 46,657 | 5,660 | 0.16% | 0.16% | 10 | +1,487 | 3.29% | Q3 2026 | Oct 08, 2026 |
| HighTower Advisors, LLC | History | No change | 36,708 | 4,431 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NEPC LLC | History | No change | 36,534 | 4,410 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 35,087 | 4,235 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewSquare Capital LLC | History | No change | 32,532 | 3,926 | 0.29% | 0.29% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 30,535 | 3,685 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 28,849 | 3,482 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 28,085 | 3,390 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 26,167 | 3,158 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 21,649 | 2,613 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cypress Capital Group | History | No change | 18,990 | 2,292 | 0.21% | 0.21% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sepio Capital, LP | History | No change | 18,557 | 2,240 | 0.11% | 0.11% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Qube Research & Technologies Ltd | History | No change | 17,956 | 2,167 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 16,560 | 1,998 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,009 | 1,914 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 15,676 | 1,892 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BBR PARTNERS, LLC | History | No change | 14,992 | 1,809 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pathstone Holdings, LLC | History | No change | 14,889 | 1,797 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 13,196 | 1,592 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 13,082 | 1,579 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthfront Advisers LLC | History | No change | 12,837 | 1,549 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DAVENPORT & Co LLC | History | No change | 12,755 | 1,539 | 0.01% | 0.01% | 31 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,189 | 1,471 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12,121 | 1,463 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Calydon Capital | History | No change | 11,768 | 1,420 | 0.21% | 0.21% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 11,104 | 1,340 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Legacy Capital Group California, Inc. | History | No change | 10,997 | 1,327 | 0.4% | 0.4% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HRT FINANCIAL LP | History | No change | 9,758 | 1,177 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 9,209 | 1,111 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BigSur Wealth Management LLC | History | No change | 8,400 | 1,013 | 0.24% | 0.24% | 39 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 8,389 | 1,012 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smithfield Trust Co | History | No change | 8,240 | 994 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RVW Wealth, LLC | History | Added to | 8,021 | 973 | 0.06% | 0.06% | 42 | +13 | 0.16% | Q3 2026 | Oct 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 7,637 | 921 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 7,449 | 899 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 7,372 | 889 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 7,236 | 854 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 6,925 | 835 | 0.07% | 0.07% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 6,872 | 829 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 6,654 | 803 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 6,574 | 793 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Csenge Advisory Group | History | No change | 6,222 | 751 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Advyzon Investment Management, LLC | History | No change | 6,174 | 745 | 0.05% | 0.05% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 5,684 | 686 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 5,689 | 686 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 5,550 | 669 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUST CO OF OKLAHOMA | History | No change | 5,036 | 607 | 0.16% | 0.16% | 56 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | No change | 4,990 | 602 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CX Institutional | History | Added to | 4,887 | 593 | 0.02% | 0.02% | 58 | +95 | 1.98% | Q3 2026 | Oct 02, 2026 |
| Texas Yale Capital Corp. | History | No change | 4,470 | 539 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rinkey Investments | History | No change | 4,469 | 539 | 0.13% | 0.13% | 60 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,443 | 536 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arrow Investment Advisors, LLC | History | No change | 4,435 | 535 | 0.52% | 0.52% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 4,405 | 531 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 4,330 | 522 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Care LLC | History | No change | 4,141 | 499 | 0.4% | 0.4% | 65 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 4,075 | 491 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Mariner, LLC | History | No change | 4,048 | 488 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nadler Financial Group, Inc. | History | No change | 4,050 | 488 | 0.04% | 0.04% | 68 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Blue Trust, Inc. | History | No change | 4,037 | 487 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 3,942 | 475 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Israel Discount Bank of New York | History | No change | 3,920 | 473 | 0.88% | 0.88% | 71 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 3,938 | 464 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KKM Financial LLC | History | No change | 3,837 | 463 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Copia Wealth Management | History | No change | 3,815 | 460 | 0.28% | 0.28% | 74 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CERTUITY, LLC | History | No change | 3,743 | 451 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 3,619 | 436 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealthspire Advisors, LLC | History | No change | 3,610 | 435 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 3,358 | 405 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Roundview Capital LLC | History | No change | 3,345 | 403 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 3,321 | 401 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pioneer Family Office, LLC | History | No change | 3,315 | 400 | 0.21% | 0.21% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Osbon Capital Management LLC | History | No change | 3,278 | 395 | 0.31% | 0.31% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 3,217 | 388 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TORONTO DOMINION BANK | History | No change | 2,905 | 350 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,863 | 345 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 2,863 | 345 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,803 | 338 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 2,801 | 338 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 2,800 | 337 | 0.03% | 0.03% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | No change | 2,780 | 336 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,756 | 332 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,604 | 314 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 2,552 | 307 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 2,521 | 304 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackDiamond Wealth Management, LLC | History | No change | 2,410 | 293 | 0.12% | 0.12% | 95 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Miller Global Investments, LLC | History | Reduced | 2,370 | 287 | 0.23% | 0.24% | 96 | -31 | -1.29% | Q3 2026 | Oct 02, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 2,350 | 285 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 2,365 | 285 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EFG International AG | History | No change | 2,300 | 277 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 2,295 | 273 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantinno Capital Management LP | History | No change | 2,269 | 273 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 2,100 | 253 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Invesco Ltd. | History | No change | 2,027 | 244 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 2,025 | 244 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Summit Place Financial Advisors, LLC | History | No change | 2,010 | 242 | 0.11% | 0.11% | 105 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 1,969 | 237 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sunpointe, LLC | History | No change | 1,911 | 230 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 1,850 | 223 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 1,842 | 222 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 1,840 | 222 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Winthrop Advisory Group LLC | History | No change | 1,825 | 220 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | No change | 1,799 | 217 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 1,786 | 215 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 1,749 | 211 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Able Wealth Management LLC | History | No change | 1,735 | 209 | 0.05% | 0.05% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SAGE FINANCIAL GROUP INC | History | No change | 1,731 | 208 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Signet Private Wealth LLC | History | No change | 1,715 | 207 | 0.17% | 0.17% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ackerman Asset Management, LLC | History | No change | 1,670 | 201 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bernard Wealth Management Corp. | History | No change | 1,559 | 188 | 0.07% | 0.07% | 119 | 0 | 0.0% | Q2 2026 | Aug 21, 2026 |
| MARVIN & PALMER ASSOCIATES INC | History | No change | 1,500 | 181 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,325 | 159 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 1,150 | 138 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 986 | 119 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Graney & King, LLC | History | No change | 980 | 118 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 920 | 111 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Acropolis Investment Management, LLC | History | New | 825 | 100 | 0.0% | — | 126 | +825 | New | Q3 2026 | Oct 08, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 795 | 95 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rialto Wealth Management, LLC | History | No change | 676 | 81 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 664 | 80 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Activest Wealth Management | History | No change | 625 | 75 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Westside Investment Management, Inc. | History | No change | 600 | 72 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 562 | 68 | 0.0% | 0.0% | 132 | -10 | -1.75% | Q3 2026 | Oct 08, 2026 |
| Arax Advisory Partners | History | No change | 513 | 61 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| West Branch Capital LLC | History | No change | 500 | 60 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 500 | 60 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 472 | 56 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Y.D. More Investments Ltd | History | No change | 532 | 56 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Princeton Global Asset Management LLC | History | No change | 429 | 51 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BARCLAYS PLC | History | No change | 400 | 48 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 400 | 48 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nova Wealth Management, Inc. | History | No change | 384 | 46 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Triumph Capital Management | History | No change | 344 | 41 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 312 | 37 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 304 | 36 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 259 | 31 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 238 | 28 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allied Private Wealth LLC | History | No change | 239 | 28 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 230 | 27 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MCF Advisors LLC | History | No change | 200 | 24 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 200 | 24 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 179 | 21 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grove Bank & Trust | History | No change | 180 | 21 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| RHUMBLINE ADVISERS | History | No change | 170 | 20 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Viewpoint Capital Management LLC | History | No change | 160 | 19 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| IMA Advisory Services, Inc. | History | No change | 143 | 17 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SHP Wealth Management | History | No change | 148 | 17 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 130 | 15 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 116 | 14 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 116 | 14 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 108 | 13 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 100 | 12 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 96 | 11 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 80 | 9 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kiker Wealth Management, LLC | History | No change | 72 | 8 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 50 | 6 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Battery Global Advisors, LLC | History | No change | 56 | 6 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| North Star Investment Management Corp. | History | No change | 40 | 4 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 38 | 4 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| 4Thought Financial Group Inc. | History | No change | 33 | 4 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 28 | 3 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 29 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bare Financial Services, Inc | History | No change | 29 | 3 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIFTH THIRD BANCORP | History | No change | 21 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | No change | 7 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Monument Capital Management | History | Closed out | 0 | 0 | — | 0.86% | — | -35,542 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Costello Asset Management, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |