iSHARES TRUST - EUFN

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
Fisher Asset Management, LLC History No change 18,725,785 730,118 0.22% 0.22% 1 0 0.0% Q2 2026 Aug 04, 2026
JPMORGAN CHASE & CO History No change 13,232,405 512,491 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 12, 2026
MORGAN STANLEY History No change 5,953,428 232,124 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP History No change 4,994,300 193,429 0.14% 0.14% 4 0 0.0% Q2 2026 Aug 13, 2026
1607 Capital Partners, LLC History No change 2,281,602 88,959 7.75% 7.75% 5 0 0.0% Q2 2026 Sep 02, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 1,820,200 70,969 0.04% 0.04% 6 0 0.0% Q2 2026 Aug 07, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,529,480 59,634 0.01% 0.01% 7 0 0.0% Q2 2026 Sep 23, 2026
RiverFront Investment Group, LLC History No change 1,363,978 53,181 0.7% 0.7% 8 0 0.0% Q2 2026 Jul 29, 2026
OSAIC HOLDINGS, INC. History No change 885,757 34,535 0.04% 0.04% 9 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 847,503 33,044 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 07, 2026
BANK OF AMERICA CORP /DE/ History No change 634,285 24,730 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 625,234 24,377 0.0% 0.0% 12 0 0.0% Q2 2026 Sep 02, 2026
ROYAL BANK OF CANADA History No change 603,439 23,528 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 596,612 23,261 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
Azimuth Capital Investment Management LLC History No change 586,140 22,853 0.77% 0.77% 15 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 453,409 17,678 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 406,958 15,867 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
Unisphere Establishment History No change 378,000 14,738 0.13% 0.13% 18 0 0.0% Q2 2026 Aug 14, 2026
Tidal Investments LLC History No change 337,623 13,163 0.02% 0.02% 19 0 0.0% Q2 2026 Aug 13, 2026
SIG BROKERAGE, LP History No change 325,350 12,685 0.25% 0.25% 20 0 0.0% Q2 2026 Aug 14, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. History No change 301,357 11,729 0.07% 0.07% 21 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 287,782 11,220 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
Bank Julius Baer & Co. Ltd, Zurich History No change 276,161 10,767 0.03% 0.03% 23 0 0.0% Q2 2026 Aug 10, 2026
Riggs Asset Managment Co. Inc. History No change 251,135 9,791 1.75% 1.75% 24 0 0.0% Q2 2026 Jul 29, 2026
Qube Research & Technologies Ltd History No change 230,218 8,976 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 222,336 8,669 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 05, 2026
MML INVESTORS SERVICES, LLC History No change 166,183 6,479 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 159,500 6,218 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 158,885 6,194 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 14, 2026
ANDERSON HOAGLAND & CO History No change 151,757 5,917 0.46% 0.46% 30 0 0.0% Q2 2026 Jul 06, 2026
Westview Management dba Westview Investment Advisors History No change 144,340 5,627 2.75% 2.75% 31 0 0.0% Q2 2026 Jul 31, 2026
Phoenix Financial Ltd. History No change 143,250 5,585 0.04% 0.04% 32 0 0.0% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History No change 136,156 5,308 0.01% 0.01% 33 0 0.0% Q2 2026 Aug 05, 2026
Waterfront Wealth Inc. History No change 110,452 4,430 0.69% 0.69% 34 0 0.0% Q2 2026 Jul 30, 2026
Cetera Investment Advisers History No change 111,123 4,332 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 12, 2026
JONES FINANCIAL COMPANIES LLLP History No change 111,940 4,284 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
Ameliora Wealth Management Ltd. History No change 106,150 4,138 1.23% 1.23% 37 0 0.0% Q2 2026 Jul 24, 2026
Viewpoint Capital Management LLC History No change 103,632 4,040 2.06% 2.06% 38 0 0.0% Q2 2026 Aug 04, 2026
Evergreen Private Wealth LLC History No change 96,040 3,744 1.38% 1.38% 39 0 0.0% Q2 2026 Jul 23, 2026
North Star Investment Management Corp. History No change 94,812 3,696 0.2% 0.2% 40 0 0.0% Q2 2026 Jul 28, 2026
Savant Capital, LLC History No change 84,846 3,533 0.01% 0.01% 41 0 0.0% Q2 2026 Aug 10, 2026
Spruce Point Capital Management, LLC History No change 90,000 3,509 6.07% 6.07% 42 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 85,218 3,322 0.02% 0.02% 43 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 78,036 3,042 0.0% 0.0% 44 0 0.0% Q2 2026 Jul 28, 2026
AMERIPRISE FINANCIAL INC History No change 77,785 3,031 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
ASSETMARK, INC History No change 77,416 3,018 0.01% 0.01% 46 0 0.0% Q2 2026 Jul 30, 2026
Banco de Sabadell, S.A History No change 75,314 2,936 1.72% 1.72% 47 0 0.0% Q2 2026 Aug 04, 2026
Baird Financial Group, Inc. History No change 74,190 2,892 0.0% 0.0% 48 0 0.0% Q2 2026 Aug 12, 2026
Prospera Financial Services Inc History No change 61,052 2,380 0.03% 0.03% 49 0 0.0% Q2 2026 Jul 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 61,016 2,379 0.0% 0.0% 50 0 0.0% Q2 2026 Jul 29, 2026
Envestnet Portfolio Solutions, Inc. History No change 55,582 2,167 0.01% 0.01% 51 0 0.0% Q2 2026 Sep 23, 2026
Cambridge Investment Research Advisors, Inc. History No change 55,027 2,145 0.0% 0.0% 52 0 0.0% Q2 2026 Jul 27, 2026
D. E. Shaw & Co., Inc. History No change 48,195 1,879 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 47,414 1,848 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 42,145 1,643 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 12, 2026
Aspen Grove Capital, LLC History No change 41,738 1,627 0.23% 0.23% 56 0 0.0% Q2 2026 Aug 14, 2026
Farther Finance Advisors, LLC History No change 39,401 1,535 0.01% 0.01% 57 0 0.0% Q2 2026 Jul 17, 2026
BANK OF MONTREAL /CAN/ History No change 39,341 1,533 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 12, 2026
Equitable Holdings, Inc. History No change 36,646 1,428 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 17, 2026
PARK AVENUE SECURITIES LLC History No change 36,377 1,418 0.01% 0.01% 60 0 0.0% Q2 2026 Jul 20, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 33,387 1,301 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 14, 2026
&PARTNERS History No change 31,702 1,235 0.01% 0.01% 62 0 0.0% Q2 2026 Aug 14, 2026
BANK OF NOVA SCOTIA History No change 31,020 1,219 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 31,137 1,214 0.01% 0.01% 64 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 30,811 1,201 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 05, 2026
Bright Futures Wealth Management, LLC. History No change 30,655 1,195 0.77% 0.77% 66 0 0.0% Q2 2026 Jul 24, 2026
Y-Intercept (Hong Kong) Ltd History No change 30,445 1,187 0.02% 0.02% 67 0 0.0% Q2 2026 Jul 13, 2026
World Investment Advisors History No change 33,309 1,163 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 13, 2026
Ethos Financial Group, LLC History No change 28,313 1,140 0.08% 0.08% 69 0 0.0% Q2 2026 Aug 07, 2026
Transamerica Financial Advisors, LLC History No change 28,754 1,121 0.09% 0.09% 70 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 28,725 1,119 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 28,437 1,108 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
Advocate Investing Services LLC History No change 25,740 1,003 0.77% 0.77% 73 0 0.0% Q2 2026 Jul 28, 2026
Alaska Wealth Advisors, LLC History No change 25,056 976 0.11% 0.11% 74 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Advisors, LLC History No change 24,597 959 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History No change 23,846 929 0.0% 0.0% 76 0 0.0% Q2 2026 Aug 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 23,750 926 0.02% 0.02% 77 0 0.0% Q2 2026 Jul 17, 2026
DAVENPORT & Co LLC History No change 23,007 897 0.0% 0.0% 78 0 0.0% Q2 2026 Jul 13, 2026
Parkway Wealth Management Group, LLC History No change 22,521 878 0.1% 0.1% 79 0 0.0% Q2 2026 Jul 27, 2026
HSBC HOLDINGS PLC History No change 21,951 855 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 14, 2026
BESSEMER GROUP INC History No change 21,889 853 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 12, 2026
Mariner, LLC History No change 21,492 837 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 13, 2026
GAM Holding AG History No change 20,535 800 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 14, 2026
JB Capital LLC History No change 19,907 776 0.03% 0.03% 84 0 0.0% Q2 2026 Jul 29, 2026
Empowered Funds, LLC History No change 19,233 749 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 14, 2026
Hedges Asset Management LLC History No change 19,000 740 0.49% 0.49% 86 0 0.0% Q2 2026 Jul 27, 2026
Diversify Advisory Services, LLC History No change 17,774 728 0.01% 0.01% 87 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 17,774 728 0.01% 0.01% 88 0 0.0% Q2 2026 Jul 29, 2026
Strait & Sound Wealth Management LLC History No change 17,346 676 0.24% 0.24% 89 0 0.0% Q2 2026 Aug 17, 2026
BAROMETER CAPITAL MANAGEMENT INC. History No change 15,500 604 0.17% 0.17% 90 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 15,057 587 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 19, 2026
17 CAPITAL PARTNERS, LLC History No change 14,039 547 0.25% 0.25% 92 0 0.0% Q2 2026 Aug 06, 2026
RWA WEALTH PARTNERS, LLC History No change 14,000 545 0.01% 0.01% 93 0 0.0% Q2 2026 Aug 07, 2026
HB Wealth Management, LLC History No change 13,846 539 0.0% 0.0% 94 0 0.0% Q2 2026 Jul 29, 2026
Quantinno Capital Management LP History No change 13,650 532 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
Cambria Investment Management, L.P. History No change 13,438 523 0.03% 0.03% 96 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 13,249 516 0.0% 0.0% 97 0 0.0% Q2 2026 Aug 07, 2026
Simplicity Wealth,LLC History No change 13,220 515 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 06, 2026
Cordoba Advisory Partners LLC History No change 13,161 513 0.11% 0.11% 99 0 0.0% Q2 2026 Jul 21, 2026
HARMONY ASSET MANAGEMENT LLC History No change 13,063 509 0.14% 0.14% 100 0 0.0% Q2 2026 Jul 20, 2026
Arkadios Wealth Advisors History No change 12,975 505 0.01% 0.01% 101 0 0.0% Q2 2026 Aug 10, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 12,579 504 0.0% 0.0% 102 0 0.0% Q2 2026 Jul 15, 2026
Lido Advisors, LLC History No change 12,802 499 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 07, 2026
Parcion Private Wealth LLC History No change 12,650 493 0.03% 0.03% 104 0 0.0% Q2 2026 Jul 27, 2026
BEACON FINANCIAL GROUP History No change 11,865 462 0.04% 0.04% 105 0 0.0% Q2 2026 Jul 16, 2026
AE Wealth Management LLC History No change 10,887 424 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 03, 2026
JTC Employer Solutions Trustee Ltd History No change 10,600 413 0.03% 0.03% 107 0 0.0% Q2 2026 Jul 31, 2026
Geneos Wealth Management Inc. History No change 10,567 412 0.01% 0.01% 108 0 0.0% Q2 2026 Aug 06, 2026
NORTHERN TRUST CORP History No change 10,053 391 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 13, 2026
Private Advisor Group, LLC History No change 10,051 391 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 27, 2026
CreativeOne Wealth, LLC History No change 10,045 391 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 13, 2026
Triad Wealth Partners, LLC History No change 8,994 378 0.02% 0.02% 112 0 0.0% Q2 2026 Aug 10, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 9,498 370 0.02% 0.02% 113 0 0.0% Q2 2026 Jul 20, 2026
TCFG Investment Advisors, LLC History No change 9,405 366 0.12% 0.12% 114 0 0.0% Q2 2026 Jul 17, 2026
Belpointe Asset Management LLC History No change 9,216 359 0.01% 0.01% 115 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 9,216 359 0.04% 0.04% 116 0 0.0% Q2 2026 Jul 31, 2026
LJI Wealth Management, LLC History No change 9,005 351 0.05% 0.05% 117 0 0.0% Q2 2026 Jul 31, 2026
Sigma Planning Corp History No change 8,784 342 0.01% 0.01% 118 0 0.0% Q2 2026 Aug 07, 2026
BLAIR WILLIAM & CO/IL History No change 8,705 339 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 11, 2026
Koshinski Asset Management, Inc. History No change 8,689 338 0.02% 0.02% 120 0 0.0% Q2 2026 Jul 27, 2026
Vise Technologies, Inc. History No change 8,667 337 0.0% 0.0% 121 0 0.0% Q2 2026 Aug 10, 2026
Kestra Advisory Services, LLC History No change 8,626 336 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 28, 2026
CPA Asset Management Group, LLC History No change 8,471 330 0.1% 0.1% 123 0 0.0% Q2 2026 Jul 09, 2026
Brookstone Capital Management History No change 8,436 328 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 15, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 8,263 322 0.01% 0.01% 125 0 0.0% Q2 2026 Jul 15, 2026
TD Waterhouse Canada Inc. History No change 8,224 321 0.0% 0.0% 126 0 0.0% Q2 2026 Jul 27, 2026
Integrated Wealth Concepts LLC History No change 8,174 318 0.0% 0.0% 127 0 0.0% Q2 2026 Sep 08, 2026
Integrity Financial Corp /WA History No change 8,023 312 0.15% 0.15% 128 0 0.0% Q2 2026 Jul 31, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 8,000 311 0.0% 0.0% 129 0 0.0% Q2 2026 Jul 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 7,914 308 0.0% 0.0% 130 0 0.0% Q2 2026 Aug 12, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History No change 7,905 307 0.0% 0.0% 131 0 0.0% Q2 2026 Aug 13, 2026
Focus Partners Wealth History No change 7,840 307 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 12, 2026
Sequoia Financial Advisors, LLC History No change 7,763 302 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 17, 2026
EP Wealth Advisors, LLC History No change 7,565 294 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 11, 2026
AMJ Financial Wealth Management History No change 8,214 286 0.07% 0.07% 135 0 0.0% Q2 2026 Aug 10, 2026
GUERRA PAN ADVISORS, LLC History No change 7,352 286 0.16% 0.16% 136 0 0.0% Q2 2026 Aug 12, 2026
J.W. COLE ADVISORS, INC. History No change 7,299 284 0.0% 0.0% 137 0 0.0% Q2 2026 Jul 21, 2026
BETO FINANCIAL GROUP, LLC History No change 7,118 282 0.15% 0.15% 138 0 0.0% Q2 2026 Aug 07, 2026
Purkiss Capital Advisors LLC History No change 7,231 281 0.11% 0.11% 139 0 0.0% Q2 2026 Jul 30, 2026
Concurrent Investment Advisors, LLC History No change 7,087 276 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 27, 2026
Forum Finance Group S.A. History No change 8,700 274 0.1% 0.1% 141 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA SECURITIES, LLC History No change 6,746 263 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 14, 2026
Valeo Financial Advisors, LLC History No change 6,685 260 0.01% 0.01% 143 0 0.0% Q2 2026 Jul 08, 2026
Pekin Hardy Strauss, Inc. History No change 6,645 259 0.02% 0.02% 144 0 0.0% Q2 2026 Jul 30, 2026
Dynasty Wealth Management, LLC History No change 6,440 251 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 6,269 244 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 07, 2026
Essex Financial Services, Inc. History No change 6,000 233 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 10, 2026
Garrett Wealth Advisory Group, LLC History No change 5,882 229 0.04% 0.04% 148 0 0.0% Q2 2026 Aug 04, 2026
Orion Porfolio Solutions, LLC History No change 5,846 227 0.0% 0.0% 149 0 0.0% Q2 2026 Aug 14, 2026
Nautilus Advisors LLC History No change 5,643 226 0.13% 0.13% 150 0 0.0% Q2 2026 Jul 14, 2026
WEDBUSH SECURITIES INC History No change 5,746 224 0.01% 0.01% 151 0 0.0% Q2 2026 Jul 28, 2026
CALTON & ASSOCIATES, INC. History No change 5,674 221 0.03% 0.03% 152 0 0.0% Q2 2026 Aug 10, 2026
Arax Advisory Partners History No change 5,601 218 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 10, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 5,290 206 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
ROTHSCHILD INVESTMENT LLC History No change 5,251 204 0.01% 0.01% 155 0 0.0% Q2 2026 Aug 06, 2026
Synergy Investment Management, LLC History No change 4,495 175 0.04% 0.04% 156 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 4,262 166 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 4,188 163 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 13, 2026
Blue Trust, Inc. History No change 4,189 163 0.0% 0.0% 159 0 0.0% Q2 2026 Jul 21, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 3,788 147 0.0% 0.0% 160 0 0.0% Q2 2026 Aug 10, 2026
Purpose Unlimited Inc. History No change 3,637 144 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 13, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 3,300 128 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 3,054 119 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 12, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 3,076 119 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Provenance Wealth Advisors, LLC History No change 2,542 99 0.01% 0.01% 165 0 0.0% Q2 2026 Jul 24, 2026
Allworth Financial LP History No change 2,416 94 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 11, 2026
Ashton Thomas Private Wealth, LLC History No change 2,178 84 0.0% 0.0% 167 0 0.0% Q2 2026 Jul 29, 2026
LAZARD ASSET MANAGEMENT LLC History No change 2,065 80 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 1,900 74 0.0% 0.0% 169 0 0.0% Q2 2026 Aug 12, 2026
BOKF, NA History No change 1,854 72 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 10, 2026
Capital Investment Advisory Services, LLC History No change 1,868 72 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 23, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 1,807 70 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 28, 2026
GAMMA Investing LLC History No change 1,812 70 0.0% 0.0% 173 0 0.0% Q2 2026 Jul 07, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 1,749 68 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 13, 2026
Spire Wealth Management History No change 1,728 67 0.0% 0.0% 175 0 0.0% Q2 2026 Jul 15, 2026
FARMERS & MERCHANTS INVESTMENTS INC History No change 1,708 66 0.0% 0.0% 176 0 0.0% Q2 2026 Jul 20, 2026
Russell Investments Group, Ltd. History No change 1,659 64 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 06, 2026
MATHER GROUP, LLC. History No change 1,531 59 0.0% 0.0% 178 0 0.0% Q2 2026 Jul 27, 2026
Federation des caisses Desjardins du Quebec History No change 1,525 59 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 13, 2026
EFG International AG History No change 1,500 58 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 14, 2026
ST GERMAIN D J CO INC History No change 1,446 56 0.0% 0.0% 181 0 0.0% Q2 2026 Jul 21, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 1,440 56 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 04, 2026
Aptus Capital Advisors, LLC History No change 1,450 56 0.0% 0.0% 183 0 0.0% Q2 2026 Aug 12, 2026
Wilmington Savings Fund Society, FSB History No change 1,400 54 0.0% 0.0% 184 0 0.0% Q2 2026 Jul 28, 2026
Activest Wealth Management History No change 1,335 52 0.01% 0.01% 185 0 0.0% Q2 2026 Jul 16, 2026
Triumph Capital Management History No change 1,290 50 0.01% 0.01% 186 0 0.0% Q2 2026 Jul 20, 2026
Darwin Wealth Management, LLC History No change 1,246 48 0.01% 0.01% 187 0 0.0% Q2 2026 Jul 21, 2026
Vanguard National Trust Co History No change 1,155 45 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 13, 2026
Institute for Wealth Management, LLC. History No change 1,083 42 0.0% 0.0% 189 0 0.0% Q2 2026 Jul 28, 2026
GFS Advisors, LLC History No change 25,000 37 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 04, 2026
Allspring Global Investments Holdings, LLC History No change 918 36 0.0% 0.0% 191 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 910 35 0.0% 0.0% 192 0 0.0% Q2 2026 Jul 22, 2026
Larson Financial Group LLC History No change 859 33 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 14, 2026
WHITTIER TRUST CO History No change 726 29 0.0% 0.0% 194 0 0.0% Q2 2026 Jul 27, 2026
Cassaday & Co Wealth Management LLC History No change 767 29 0.0% 0.0% 195 0 0.0% Q2 2026 Aug 10, 2026
Godfrey Financial Associates, Inc. History No change 621 24 0.02% 0.02% 196 0 0.0% Q2 2026 Aug 11, 2026
IFP Advisors, Inc History No change 600 23 0.0% 0.0% 197 0 0.0% Q2 2026 Jul 20, 2026
WEBSTER BANK, N. A. History No change 555 21 0.0% 0.0% 198 0 0.0% Q2 2026 Jul 20, 2026
IFG Advisory, LLC History No change 500 19 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 13, 2026
Avion Wealth History No change 500 19 0.0% 0.0% 200 0 0.0% Q2 2026 Jul 31, 2026
Global Retirement Partners, LLC History No change 480 18 0.0% 0.0% 201 0 0.0% Q2 2026 Aug 06, 2026
Turim 21 Investimentos Ltda. History No change 329 17 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 10, 2026
Continuum Advisory, LLC History No change 418 16 0.0% 0.0% 203 0 0.0% Q2 2026 Aug 06, 2026
Downshift Financial, LLC History No change 400 15 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 12, 2026
Waverly Advisors, LLC History No change 373 14 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
True Wealth Design, LLC History No change 368 14 0.0% 0.0% 206 0 0.0% Q2 2026 Jul 16, 2026
Ares Financial Consulting, LLC History No change 373 14 0.01% 0.01% 207 0 0.0% Q2 2026 Jul 09, 2026
MCF Advisors LLC History No change 334 13 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 12, 2026
Byrne Asset Management LLC History No change 347 13 0.01% 0.01% 209 0 0.0% Q3 2026 Oct 06, 2026
BROWN BROTHERS HARRIMAN & CO History No change 290 11 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 300 11 0.0% 0.0% 211 0 0.0% Q2 2026 Jul 23, 2026
Parallel Advisors, LLC History No change 304 11 0.0% 0.0% 212 0 0.0% Q2 2026 Aug 05, 2026
Rachor Investment Advisory Services, LLC History No change 283 11 0.01% 0.01% 213 0 0.0% Q2 2026 Jul 16, 2026
Murphy & Mullick Capital Management Corp History No change 302 11 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 14, 2026
Parkside Financial Bank & Trust History No change 281 10 0.0% 0.0% 215 0 0.0% Q2 2026 Sep 04, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 269 10 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 13, 2026
Johnson Financial Group, Inc. History No change 221 8 0.0% 0.0% 217 0 0.0% Q2 2026 Aug 10, 2026
AlphaCore Capital LLC History No change 218 8 0.0% 0.0% 218 0 0.0% Q2 2026 Aug 06, 2026
Solstein Capital, LLC History No change 220 8 0.0% 0.0% 219 0 0.0% Q2 2026 Aug 12, 2026
Rossby Financial, LCC History No change 215 8 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 04, 2026
Polaris Financial Partners History New 172 7 0.0% — 223 +172 New Q3 2026 Oct 02, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 205 7 0.0% 0.0% 221 0 0.0% Q2 2026 Jul 21, 2026
Quaker Wealth Management, LLC History No change 181 7 0.0% 0.0% 222 0 0.0% Q2 2026 Jul 24, 2026
WHITTIER TRUST CO OF NEVADA INC History No change 157 6 0.0% 0.0% 224 0 0.0% Q2 2026 Jul 27, 2026
Golden State Wealth Management, LLC History No change 175 6 0.0% 0.0% 225 0 0.0% Q2 2026 Jul 22, 2026
NFSG Corp History No change 160 6 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 14, 2026
Copia Wealth Management History No change 160 6 0.0% 0.0% 227 0 0.0% Q2 2026 Aug 17, 2026
Keating Financial Advisory Services, Inc. History No change 165 6 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 11, 2026
CENTRAL TRUST Co History No change 131 5 0.0% 0.0% 229 0 0.0% Q2 2026 Jul 31, 2026
Nova Wealth Management, Inc. History No change 138 5 0.0% 0.0% 230 0 0.0% Q2 2026 Jul 13, 2026
Crews Bank & Trust History No change 140 5 0.0% 0.0% 231 0 0.0% Q2 2026 Jul 16, 2026
Highland Investment Advisors LLC History No change 131 5 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 13, 2026
LGT Financial Advisors LLC History No change 114 4 0.02% 0.02% 233 0 0.0% Q2 2026 Jul 24, 2026
SIMPLEX TRADING, LLC History No change 90 3 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 12, 2026
Founders Capital Management History No change 84 3 0.0% 0.0% 235 0 0.0% Q2 2026 Jul 21, 2026
HHM Wealth Advisors, LLC History No change 83 3 0.0% 0.0% 236 0 0.0% Q2 2026 Jul 13, 2026
Abound Wealth Management History No change 100 3 0.0% 0.0% 237 0 0.0% Q2 2026 Jul 10, 2026
Ascentis Wealth Management, LLC History No change 85 3 0.0% 0.0% 238 0 0.0% Q2 2026 Jul 30, 2026
Elevated Capital Advisors, LLC History No change 60 2 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 03, 2026
Signature Equity Partners, LLC History No change 66 2 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 30, 2026
VANGUARD ADVISERS INC History No change 35 1 0.0% 0.0% 241 0 0.0% Q2 2026 Aug 13, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 45 1 0.0% 0.0% 242 0 0.0% Q2 2026 Jul 21, 2026
Lummis Asset Management, LP History No change 50 1 0.0% 0.0% 243 0 0.0% Q2 2026 Aug 03, 2026
Silver Grove Financial Group, Inc. History No change 27 1 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History No change 9 0 — — — 0 0.0% Q2 2026 Aug 11, 2026
Meramec Financial Planners, LLC History No change 10 0 — — — 0 0.0% Q2 2026 Jul 28, 2026