iShares, Inc. - EPP

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.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
JPMORGAN CHASE & CO History No change 7,408,686 394,586 0.02% 0.02% 1 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 4,585,744 244,237 0.04% 0.04% 2 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 3,927,029 209,153 0.02% 0.02% 3 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 3,625,901 193,115 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 1,992,871 106,140 0.0% 0.0% 5 0 0.0% Q2 2026 Aug 07, 2026
Asset Management One Co., Ltd. History No change 1,515,819 80,732 0.21% 0.21% 6 0 0.0% Q2 2026 Jul 28, 2026
MORGAN STANLEY History No change 1,441,976 76,799 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 557,398 29,687 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 13, 2026
DEUTSCHE BANK AG\ History No change 316,210 16,841 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 07, 2026
Amundi History No change 216,225 11,516 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 11, 2026
AMERIPRISE FINANCIAL INC History No change 201,906 10,753 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
SYON CAPITAL LLC History No change 189,423 10,088 0.44% 0.44% 12 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 155,903 8,303 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 07, 2026
Rathbones Group PLC History No change 134,429 7,159 0.03% 0.03% 14 0 0.0% Q2 2026 Jul 23, 2026
MV CAPITAL MANAGEMENT, INC. History No change 132,264 7,044 0.62% 0.62% 15 0 0.0% Q2 2026 Jul 30, 2026
WELLS FARGO & COMPANY/MN History No change 131,437 7,000 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
Banco Santander, S.A. History No change 130,224 6,935 0.04% 0.04% 17 0 0.0% Q2 2026 Jul 29, 2026
PARTNERS CAPITAL INVESTMENT GROUP, LLP History No change 122,547 6,526 0.23% 0.23% 18 0 0.0% Q2 2026 Aug 13, 2026
NorthCoast Asset Management LLC History No change 113,259 6,032 0.13% 0.13% 19 0 0.0% Q2 2026 Aug 12, 2026
CITIGROUP INC History No change 111,553 5,941 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 03, 2026
Rockefeller Capital Management L.P. History No change 110,562 5,888 0.01% 0.01% 21 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 107,404 5,720 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 12, 2026
Ascent Group, LLC History No change 86,728 4,619 0.14% 0.14% 23 0 0.0% Q2 2026 Aug 03, 2026
BTG Pactual Asset Management US LLC History No change 80,452 4,284 0.27% 0.27% 24 0 0.0% Q2 2026 Aug 14, 2026
LMCG INVESTMENTS, LLC History No change 74,234 3,953 0.21% 0.21% 25 0 0.0% Q2 2026 Jul 22, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 70,878 3,774 0.0% 0.0% 26 0 0.0% Q2 2026 Sep 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 70,845 3,773 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 65,884 3,508 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
Cordoba Advisory Partners LLC History No change 64,474 3,433 0.73% 0.73% 29 0 0.0% Q2 2026 Jul 21, 2026
Sanctuary Advisors, LLC History No change 56,452 3,006 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 13, 2026
Stelac Advisory Services LLC History No change 52,151 2,777 0.52% 0.52% 31 0 0.0% Q2 2026 Aug 10, 2026
Synergy Asset Management, LLC History No change 51,271 2,730 0.26% 0.26% 32 0 0.0% Q2 2026 Jul 22, 2026
MML INVESTORS SERVICES, LLC History No change 49,586 2,640 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 07, 2026
LPL Financial LLC History No change 48,783 2,598 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 07, 2026
Sharper & Granite LLC History No change 46,409 2,471 0.77% 0.77% 35 0 0.0% Q2 2026 Jul 16, 2026
PARK AVENUE SECURITIES LLC History No change 44,532 2,372 0.01% 0.01% 36 0 0.0% Q2 2026 Jul 20, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History No change 39,291 2,092 0.08% 0.08% 37 0 0.0% Q2 2026 Aug 06, 2026
TRUIST FINANCIAL CORP History No change 37,518 1,998 0.0% 0.0% 38 0 0.0% Q2 2026 Jul 28, 2026
Prosperity Consulting Group, LLC History No change 34,565 1,840 0.07% 0.07% 39 0 0.0% Q2 2026 Aug 13, 2026
Cerity Partners LLC History No change 33,733 1,796 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 14, 2026
Corient Private Wealth LP History No change 31,907 1,699 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 27, 2026
FIL Ltd History No change 31,756 1,691 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
Robertson Stephens Wealth Management, LLC History No change 29,447 1,568 0.04% 0.04% 43 0 0.0% Q2 2026 Jul 29, 2026
AQR CAPITAL MANAGEMENT LLC History No change 28,135 1,498 0.0% 0.0% 44 0 0.0% Q2 2026 Aug 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 27,298 1,450 0.01% 0.01% 45 0 0.0% Q2 2026 Aug 12, 2026
Integris Wealth Management, LLC History No change 27,085 1,442 0.29% 0.29% 46 0 0.0% Q2 2026 Jul 10, 2026
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC History No change 25,346 1,349 0.73% 0.73% 47 0 0.0% Q2 2026 Aug 11, 2026
GFS Advisors, LLC History No change 25,000 1,331 0.14% 0.14% 48 0 0.0% Q2 2026 Aug 04, 2026
SageView Advisory Group, LLC History No change 24,242 1,291 0.04% 0.04% 49 0 0.0% Q2 2026 Aug 10, 2026
Bank of New York Mellon Corp History No change 23,839 1,269 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 06, 2026
Resolute Advisors LLC History No change 21,915 1,167 0.28% 0.28% 51 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 21,313 1,135 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 13, 2026
LEE DANNER & BASS INC History No change 21,025 1,119 0.06% 0.06% 53 0 0.0% Q2 2026 Jul 21, 2026
Orion Porfolio Solutions, LLC History No change 20,874 1,111 0.01% 0.01% 54 0 0.0% Q2 2026 Aug 14, 2026
Karnit Road Accident Victims Compensation Fund History No change 19,710 1,049 0.6% 0.6% 55 0 0.0% Q2 2026 Aug 03, 2026
Financial Management Professionals, Inc. History No change 17,513 932 0.09% 0.09% 56 0 0.0% Q2 2026 Jul 09, 2026
Csenge Advisory Group History No change 17,488 931 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 10, 2026
swisspartners Advisors Ltd History No change 17,355 924 0.62% 0.62% 58 0 0.0% Q2 2026 Aug 11, 2026
Waverly Advisors, LLC History No change 17,200 916 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 16,617 907 0.0% 0.0% 60 0 0.0% Q2 2026 Jul 15, 2026
Israel Discount Bank of New York History No change 16,897 899 1.66% 1.66% 61 0 0.0% Q2 2026 Jul 07, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 16,815 895 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 19, 2026
STIFEL FINANCIAL CORP History No change 16,786 893 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 12, 2026
Daiwa Securities Group Inc. History No change 15,871 845 0.0% 0.0% 64 0 0.0% Q2 2026 Jul 31, 2026
Global Retirement Partners, LLC History No change 15,135 806 0.01% 0.01% 65 0 0.0% Q2 2026 Aug 06, 2026
TCTC Holdings, LLC History No change 15,000 798 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 11, 2026
Next Level Private LLC History No change 13,673 728 0.14% 0.14% 67 0 0.0% Q2 2026 Jul 09, 2026
Wealthspire Advisors, LLC History No change 13,296 708 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 11, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 13,233 704 0.0% 0.0% 69 0 0.0% Q2 2026 Jul 28, 2026
Invesco Ltd. History No change 13,195 702 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 14, 2026
NAVELLIER & ASSOCIATES INC History No change 13,051 695 0.06% 0.06% 71 0 0.0% Q2 2026 Aug 04, 2026
MassMutual Private Wealth & Trust, FSB History No change 12,650 673 0.02% 0.02% 72 0 0.0% Q2 2026 Jul 02, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 12,325 656 0.0% 0.0% 73 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 11,627 619 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 11,382 606 0.02% 0.02% 75 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 11,035 587 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA SECURITIES, LLC History No change 11,016 586 0.05% 0.05% 77 0 0.0% Q2 2026 Aug 14, 2026
Onyx Bridge Wealth Group LLC History No change 10,837 577 0.05% 0.05% 78 0 0.0% Q2 2026 Jul 23, 2026
IFP Advisors, Inc History No change 10,391 553 0.01% 0.01% 79 0 0.0% Q2 2026 Jul 20, 2026
BESSEMER GROUP INC History No change 10,013 533 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 12, 2026
FIFTH THIRD BANCORP History No change 9,902 527 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 05, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 9,900 527 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
PRINCIPAL SECURITIES, INC. History No change 9,613 511 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 04, 2026
Curat Global, LLC History No change 6,173 498 0.41% 0.41% 84 0 0.0% Q2 2026 Jul 22, 2026
FIRST HORIZON CORP History No change 9,285 494 0.02% 0.02% 85 0 0.0% Q2 2026 Jul 20, 2026
Quantinno Capital Management LP History No change 9,270 493 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 13, 2026
Nuveen, LLC History No change 9,241 492 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 11, 2026
JANE STREET GROUP, LLC History No change 9,229 491 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 14, 2026
BRANDYWINE OAK PRIVATE WEALTH LLC History No change 9,158 487 0.04% 0.04% 89 0 0.0% Q2 2026 Jul 16, 2026
Checchi Capital Advisers, LLC History No change 9,121 485 0.02% 0.02% 90 0 0.0% Q2 2026 Aug 04, 2026
HighTower Advisors, LLC History No change 8,787 467 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 05, 2026
COMPASS CAPITAL CORP /MA/ /ADV History No change 8,011 460 0.15% 0.15% 92 0 0.0% Q2 2026 Aug 13, 2026
BECKER CAPITAL MANAGEMENT INC History No change 8,554 455 0.01% 0.01% 93 0 0.0% Q2 2026 Jul 31, 2026
METLIFE INC History No change 8,545 455 3.48% 3.48% 94 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 8,497 452 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
Yoffe Investment Management, LLC History No change 8,163 434 0.5% 0.5% 96 0 0.0% Q2 2026 Jul 09, 2026
Janney Montgomery Scott LLC History No change 8,067 430 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 05, 2026
COOPERMAN LEON G History No change 7,610 405 0.01% 0.01% 98 0 0.0% Q2 2026 Aug 14, 2026
HUNTINGTON NATIONAL BANK History No change 7,421 395 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 7,381 393 0.0% 0.0% 100 0 0.0% Q2 2026 Jul 17, 2026
Merit Financial Group, LLC History No change 7,332 390 0.0% 0.0% 101 0 0.0% Q2 2026 Jul 20, 2026
Lido Advisors, LLC History No change 7,202 383 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 07, 2026
MONTAG A & ASSOCIATES INC History No change 6,900 367 0.02% 0.02% 103 0 0.0% Q2 2026 Aug 05, 2026
PGIM Custom Harvest LLC History No change 6,655 354 0.0% 0.0% 104 0 0.0% Q2 2026 Aug 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 6,589 351 0.0% 0.0% 105 0 0.0% Q2 2026 Jul 27, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 6,600 351 0.0% 0.0% 106 0 0.0% Q2 2026 Jul 28, 2026
Hilltop Holdings Inc. History No change 6,495 345 0.03% 0.03% 107 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 6,404 341 0.0% 0.0% 108 0 0.0% Q2 2026 Jul 27, 2026
NORTHERN TRUST CORP History No change 6,339 337 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Wharton Business Group, LLC History No change 6,222 331 0.01% 0.01% 110 0 0.0% Q2 2026 Aug 10, 2026
Compagnie Lombard Odier SCmA History No change 6,150 327 0.0% 0.0% 111 0 0.0% Q2 2026 Jul 29, 2026
JOHNSON INVESTMENT COUNSEL INC History No change 5,968 317 0.0% 0.0% 112 0 0.0% Q2 2026 Jul 23, 2026
Sterling Investment Counsel, LLC History No change 5,815 309 0.07% 0.07% 113 0 0.0% Q2 2026 Jul 20, 2026
VERITY Wealth Advisors History No change 5,740 305 0.18% 0.18% 114 0 0.0% Q2 2026 Jul 16, 2026
Beacon Pointe Advisors, LLC History No change 5,526 294 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 18, 2026
SBI Securities Co., Ltd. History No change 5,501 292 0.01% 0.01% 116 0 0.0% Q2 2026 Jul 22, 2026
Sequoia Financial Advisors, LLC History No change 5,355 285 0.0% 0.0% 117 0 0.0% Q2 2026 Jul 17, 2026
DARA CAPITAL US, INC. History No change 5,295 282 0.19% 0.19% 118 0 0.0% Q2 2026 Jul 23, 2026
Russell Investments Group, Ltd. History No change 5,167 275 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 06, 2026
Rehmann Capital Advisory Group History No change 5,152 274 0.01% 0.01% 120 0 0.0% Q2 2026 Aug 20, 2026
BLALOCK WILLIAMS, LLC History No change 4,728 251 0.16% 0.16% 121 0 0.0% Q2 2026 Aug 07, 2026
CITADEL ADVISORS LLC History No change 4,706 250 0.0% 0.0% 122 0 0.0% Q2 2026 Sep 02, 2026
TPG Financial Advisors, LLC History No change 4,655 247 0.07% 0.07% 123 0 0.0% Q2 2026 Aug 10, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History No change 4,574 243 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 23, 2026
GenTrust, LLC History No change 4,490 239 0.01% 0.01% 125 0 0.0% Q2 2026 Aug 06, 2026
CHOREO, LLC History No change 4,328 230 0.0% 0.0% 126 0 0.0% Q2 2026 Aug 04, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 4,275 229 0.0% 0.0% 127 0 0.0% Q2 2026 Jul 27, 2026
Arkadios Wealth Advisors History No change 4,270 227 0.0% 0.0% 128 0 0.0% Q2 2026 Aug 10, 2026
World Investment Advisors History No change 4,199 223 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 4,055 215 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
Savant Capital, LLC History No change 3,880 213 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 10, 2026
Resonant Capital Advisors, LLC History No change 4,000 213 0.01% 0.01% 132 0 0.0% Q2 2026 Jul 24, 2026
Montecito Bank & Trust History No change 3,800 209 0.03% 0.03% 133 0 0.0% Q3 2026 Oct 01, 2026
CVA Family Office, LLC History No change 3,916 208 0.02% 0.02% 134 0 0.0% Q2 2026 Aug 07, 2026
Squarepoint Ops LLC History No change 3,861 205 0.0% 0.0% 135 0 0.0% Q2 2026 Aug 14, 2026
Forum Finance Group S.A. History No change 4,758 205 0.07% 0.07% 136 0 0.0% Q2 2026 Aug 14, 2026
Advisors Capital Management, LLC History No change 3,821 203 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 3,466 184 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 12, 2026
US BANCORP \DE\ History No change 3,405 181 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 12, 2026
Synergy Investment Management, LLC History No change 2,850 160 0.04% 0.04% 140 0 0.0% Q2 2026 Aug 14, 2026
Cherry Tree Wealth Management, LLC History No change 2,921 155 0.03% 0.03% 141 0 0.0% Q2 2026 Sep 15, 2026
USA FINANCIAL FORMULAS History No change 2,614 139 0.03% 0.03% 142 0 0.0% Q2 2026 Aug 04, 2026
RICHARDSON FINANCIAL SERVICES INC. History No change 2,253 119 0.07% 0.07% 143 0 0.0% Q2 2026 Aug 10, 2026
Acropolis Investment Management, LLC History No change 2,215 117 0.0% 0.0% 144 0 0.0% Q2 2026 Jul 16, 2026
Continuum Advisory, LLC History No change 1,824 97 0.01% 0.01% 145 0 0.0% Q2 2026 Aug 06, 2026
Qube Research & Technologies Ltd History No change 1,740 92 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 1,579 84 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 1,426 75 0.0% 0.0% 148 0 0.0% Q2 2026 Aug 10, 2026
3 FACTOR INDEXING, LLC History No change 1,325 70 0.06% 0.06% 149 0 0.0% Q2 2026 Jul 08, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 1,197 63 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 1,100 58 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 14, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 1,060 56 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 1,020 54 0.0% 0.0% 153 0 0.0% Q2 2026 Jul 31, 2026
FRANKLIN RESOURCES INC History No change 1,000 53 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 13, 2026
Breakwater Investment Management History No change 1,005 53 0.02% 0.02% 155 0 0.0% Q2 2026 Aug 06, 2026
BigSur Wealth Management LLC History No change 980 52 0.01% 0.01% 156 0 0.0% Q2 2026 Jul 14, 2026
Dunhill Financial, LLC History No change 976 52 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 07, 2026
Institute for Wealth Management, LLC. History No change 950 50 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 28, 2026
JONES FINANCIAL COMPANIES LLLP History No change 911 48 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 14, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 861 45 0.02% 0.02% 160 0 0.0% Q2 2026 Jul 08, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 754 40 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 554 29 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 04, 2026
Ashton Thomas Private Wealth, LLC History No change 430 22 0.0% 0.0% 163 0 0.0% Q2 2026 Jul 29, 2026
HAZLETT, BURT & WATSON, INC. History No change 300 16 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 30, 2026
AdvisorNet Financial, Inc History No change 298 15 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 23, 2026
Colonial Trust Advisors History No change 300 15 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 11, 2026
Frazier Financial Advisors, LLC History No change 263 14 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 10, 2026
Allied Private Wealth LLC History No change 266 14 0.01% 0.01% 168 0 0.0% Q2 2026 Jul 09, 2026
ASSETMARK, INC History No change 248 13 0.0% 0.0% 169 0 0.0% Q2 2026 Jul 30, 2026
JFS WEALTH ADVISORS, LLC History No change 250 13 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 10, 2026
Glass Jacobson Investment Advisors llc History No change 225 11 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 30, 2026
NATIONAL BANK OF CANADA /FI/ History No change 190 10 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 10, 2026
Anchor Investment Management, LLC History No change 189 10 0.0% 0.0% 173 0 0.0% Q2 2026 Sep 15, 2026
Allworth Financial LP History No change 169 9 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 11, 2026
AE Wealth Management LLC History No change 186 9 0.0% 0.0% 175 0 0.0% Q2 2026 Aug 03, 2026
Asset Dedication, LLC History No change 127 6 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 30, 2026
Blue Trust, Inc. History No change 124 6 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 21, 2026
FINANCIAL CONSULATE, INC History No change 101 5 0.0% 0.0% 178 0 0.0% Q2 2026 Jul 23, 2026
Delos Wealth Advisors, LLC History No change 112 5 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 75 4 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 27, 2026
Realta Investment Advisors History No change 78 4 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 20, 2026
Davis Capital Management History No change 90 4 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 16, 2026
Aventura Private Wealth, LLC History No change 80 4 0.0% 0.0% 183 0 0.0% Q2 2026 Jul 15, 2026
Capital Investment Advisory Services, LLC History No change 63 3 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 23, 2026
Archer Investment Corp History No change 69 3 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 03, 2026
Federation des caisses Desjardins du Quebec History No change 60 3 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 13, 2026
SALEM INVESTMENT COUNSELORS INC History No change 40 2 0.0% 0.0% 187 0 0.0% Q2 2026 Jul 14, 2026
PEOPLES FINANCIAL SERVICES CORP. History No change 50 2 0.0% 0.0% 188 0 0.0% Q2 2026 Jul 22, 2026
TSFG, LLC History No change 31 2 0.0% 0.0% 189 0 0.0% Q2 2026 Jul 23, 2026
Johnson Financial Group, Inc. History No change 21 1 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 10, 2026
SIMPLEX TRADING, LLC History No change 36 1 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 12, 2026
Aptus Capital Advisors, LLC History No change 33 1 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 12, 2026
Avion Wealth History No change 27 1 0.0% 0.0% 193 0 0.0% Q2 2026 Jul 31, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 27 1 0.0% 0.0% 194 0 0.0% Q2 2026 Jul 22, 2026
LANARK FINANCIAL, INC. History No change 18 0 — — — 0 0.0% Q2 2026 Jul 21, 2026
ATLAS CAPITAL ADVISORS INC. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Transamerica Financial Advisors, LLC History No change 17 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Fortis Group Advisors, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
NFSG Corp History No change 15 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
GAMMA Investing LLC History No change 14 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Glen Eagle Advisors, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Aug 14, 2026