iShares, Inc. - EUSA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| STIFEL FINANCIAL CORP | History | Added to | 2,222,997 | 253,844 | 0.21% | 0.19% | 1 | +150,252 | 7.25% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,068,393 | 121,999 | 0.01% | 0.01% | 2 | -805 | -0.08% | Q2 2026 | Aug 14, 2026 |
| Henshaw Capital LLC | History | Reduced | 772,000 | 88,154 | 2.87% | 2.92% | 3 | -2,400 | -0.31% | Q2 2026 | Aug 12, 2026 |
| Strategic Financial Services, Inc. | History | Added to | 390,238 | 44,561 | 1.95% | 1.86% | 4 | +6,741 | 1.76% | Q2 2026 | Aug 24, 2026 |
| GenTrust, LLC | History | Reduced | 360,054 | 41,114 | 1.58% | 1.61% | 5 | -9,020 | -2.44% | Q2 2026 | Aug 06, 2026 |
| LPL Financial LLC | History | Added to | 348,434 | 39,787 | 0.01% | 0.01% | 6 | +78,743 | 29.2% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | Reduced | 323,146 | 36,900 | 0.0% | 0.0% | 7 | -14,237 | -4.22% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 304,748 | 34,799 | 0.01% | 0.01% | 8 | -8,718 | -2.78% | Q2 2026 | Sep 23, 2026 |
| Calydon Capital | History | Added to | 284,423 | 32,478 | 4.76% | 4.72% | 9 | +537 | 0.19% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 284,370 | 32,472 | 0.18% | 0.18% | 10 | -11,106 | -3.76% | Q2 2026 | Jul 24, 2026 |
| HighTower Advisors, LLC | History | Added to | 264,950 | 30,254 | 0.03% | 0.03% | 11 | +538 | 0.2% | Q2 2026 | Aug 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 264,884 | 30,247 | 0.46% | 0.42% | 12 | +13,561 | 5.4% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 252,790 | 28,866 | 0.02% | 0.02% | 13 | -26,015 | -9.33% | Q2 2026 | Aug 12, 2026 |
| DAVIDSON INVESTMENT ADVISORS | History | Added to | 251,532 | 28,722 | 1.17% | 1.09% | 14 | +2,912 | 1.17% | Q2 2026 | Jul 21, 2026 |
| Cetera Investment Advisers | History | Added to | 179,720 | 20,522 | 0.02% | 0.02% | 15 | +3,438 | 1.95% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 173,882 | 19,855 | 0.0% | 0.0% | 16 | +5,684 | 3.38% | Q2 2026 | Aug 14, 2026 |
| Private Advisory Group LLC | History | Reduced | 168,089 | 19,194 | 1.04% | 1.38% | 17 | -38,983 | -18.83% | Q2 2026 | Aug 06, 2026 |
| Crews Bank & Trust | History | Reduced | 143,137 | 16,344 | 2.13% | 2.14% | 18 | -2,245 | -1.54% | Q2 2026 | Jul 16, 2026 |
| Ironwood Financial, llc | History | Reduced | 115,285 | 13,213 | 2.07% | 2.13% | 19 | -4,369 | -3.65% | Q2 2026 | Jul 17, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | Reduced | 99,998 | 11,419 | 0.37% | 0.36% | 20 | -2 | -0.0% | Q2 2026 | Aug 12, 2026 |
| Swisher Financial Concepts, Inc. | History | Reduced | 83,605 | 9,546 | 6.01% | 4.77% | 21 | -85 | -0.1% | Q2 2026 | Aug 06, 2026 |
| Financial Architects, LLC | History | Added to | 82,322 | 9,400 | 4.51% | 4.39% | 22 | +607 | 0.74% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 78,669 | 8,977 | 0.0% | 0.0% | 23 | +11,551 | 17.21% | Q2 2026 | Aug 12, 2026 |
| Genesis Wealth Advisors, LLC | History | Added to | 78,386 | 8,950 | 5.35% | 5.2% | 24 | +1,759 | 2.3% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | Added to | 75,385 | 8,608 | 0.0% | 0.0% | 25 | +20,508 | 37.37% | Q2 2026 | Aug 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 70,423 | 8,041 | 0.06% | 0.03% | 26 | +31,159 | 79.36% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 67,089 | 7,660 | 0.01% | 0.01% | 27 | +29,841 | 80.11% | Q2 2026 | Jul 29, 2026 |
| Cerity Partners LLC | History | Reduced | 66,201 | 7,559 | 0.01% | 0.01% | 28 | -10,472 | -13.66% | Q2 2026 | Aug 14, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 61,853 | 7,062 | 0.46% | 0.47% | 29 | +1,018 | 1.67% | Q2 2026 | Jul 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 62,653 | 6,376 | 0.4% | 0.4% | 30 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | New | 50,101 | 5,721 | 0.02% | — | 31 | +50,101 | New | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 45,650 | 5,213 | 0.0% | 0.0% | 32 | +4,770 | 11.67% | Q2 2026 | Aug 14, 2026 |
| Elmwood Wealth Management, Inc. | History | Reduced | 45,476 | 5,192 | 1.3% | 1.29% | 33 | -191 | -0.42% | Q2 2026 | Jul 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 42,411 | 4,842 | 0.05% | 0.05% | 34 | +2,566 | 6.44% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 39,906 | 4,556 | 0.04% | 0.03% | 35 | +4,723 | 13.42% | Q2 2026 | Jul 17, 2026 |
| L2 Asset Management, LLC | History | Added to | 38,655 | 4,414 | 0.46% | 0.37% | 36 | +104 | 0.27% | Q2 2026 | Aug 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 29,032 | 3,315 | 0.01% | 0.01% | 37 | -2,829 | -8.88% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | Reduced | 27,663 | 3,158 | 0.11% | 0.11% | 38 | -176 | -0.63% | Q2 2026 | Aug 11, 2026 |
| FMR LLC | History | Added to | 26,764 | 3,056 | 0.0% | 0.0% | 39 | +6,255 | 30.5% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 26,621 | 3,039 | 0.0% | 0.0% | 40 | +1,107 | 4.34% | Q2 2026 | Aug 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | Added to | 25,067 | 2,862 | 0.16% | 0.16% | 41 | +51 | 0.2% | Q2 2026 | Aug 10, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 24,862 | 2,838 | 0.04% | 0.04% | 42 | +5,888 | 31.03% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 23,847 | 2,723 | 0.0% | 0.0% | 43 | +10 | 0.04% | Q2 2026 | Aug 14, 2026 |
| Pembroke Management, LTD | History | No change | 23,623 | 2,697 | 0.42% | 0.35% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Corient Private Wealth LP | History | Reduced | 22,600 | 2,580 | 0.0% | 0.0% | 45 | -41,856 | -64.94% | Q2 2026 | Aug 27, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 21,642 | 2,471 | 0.08% | 0.09% | 46 | -3,097 | -12.52% | Q2 2026 | Jul 16, 2026 |
| WESCAP Management Group, Inc. | History | Added to | 21,479 | 2,452 | 0.46% | 0.41% | 47 | +851 | 4.13% | Q2 2026 | Aug 11, 2026 |
| XY Planning Network, Inc. | History | Added to | 20,498 | 2,340 | 0.29% | 0.32% | 48 | +600 | 3.02% | Q2 2026 | Jul 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,959 | 2,176 | 0.0% | 0.0% | 49 | +1,851 | 10.82% | Q2 2026 | Jul 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,971 | 2,152 | 0.0% | 0.0% | 50 | +4,442 | 30.57% | Q2 2026 | Aug 14, 2026 |
| UNIQUE WEALTH, LLC | History | Added to | 18,606 | 2,124 | 0.25% | 0.19% | 51 | +4,915 | 35.9% | Q2 2026 | Jul 21, 2026 |
| Goodman Financial Corp | History | Added to | 18,326 | 2,092 | 0.32% | 0.24% | 52 | +4,601 | 33.52% | Q2 2026 | Jul 29, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 18,084 | 2,065 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 17,911 | 2,045 | 0.0% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 17,686 | 2,019 | 0.0% | 0.0% | 55 | +60 | 0.34% | Q2 2026 | Jul 28, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 17,115 | 1,954 | 0.04% | 0.04% | 56 | +1,471 | 9.4% | Q2 2026 | Jul 17, 2026 |
| Selby Wealth Management, LLC | History | Reduced | 16,499 | 1,884 | 0.67% | 0.67% | 57 | -129 | -0.78% | Q2 2026 | Jul 09, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 16,000 | 1,827 | 0.06% | 0.06% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 15,640 | 1,785 | 0.1% | 0.11% | 59 | -595 | -3.66% | Q2 2026 | Aug 12, 2026 |
| GSG Advisors LLC | History | Added to | 15,414 | 1,760 | 0.39% | 0.38% | 60 | +1,033 | 7.18% | Q2 2026 | Aug 13, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 15,099 | 1,724 | 0.14% | 0.12% | 61 | +2,891 | 23.68% | Q2 2026 | Aug 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 13,936 | 1,591 | 0.0% | 0.0% | 62 | -1,714 | -10.95% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,591 | 1,552 | 0.0% | 0.0% | 63 | +2,453 | 22.02% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 12,925 | 1,475 | 0.02% | 0.02% | 64 | -1,080 | -7.71% | Q2 2026 | Aug 05, 2026 |
| Gilbert Capital Group, Inc. | History | Reduced | 12,128 | 1,384 | 0.97% | 1.13% | 65 | -2,252 | -15.66% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 11,585 | 1,322 | 0.0% | 0.0% | 66 | +6,332 | 120.54% | Q2 2026 | Aug 12, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 11,488 | 1,311 | 0.33% | 0.34% | 67 | +14 | 0.12% | Q2 2026 | Jul 20, 2026 |
| Bangor Savings Bank | History | Reduced | 10,953 | 1,250 | 0.09% | 0.12% | 68 | -3,468 | -24.05% | Q2 2026 | Jul 06, 2026 |
| Sage Investment Counsel LLC | History | Added to | 10,812 | 1,234 | 1.24% | 1.21% | 69 | +77 | 0.72% | Q2 2026 | Jul 22, 2026 |
| Sharkey, Howes & Javer | History | No change | 9,974 | 1,138 | 0.14% | 0.14% | 70 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Affinity Capital Advisors, LLC | History | New | 9,850 | 1,137 | 0.14% | — | 72 | +9,850 | New | Q2 2026 | Jul 08, 2026 |
| Finley Financial, LLC | History | Reduced | 9,960 | 1,137 | 0.46% | 0.5% | 71 | -600 | -5.68% | Q2 2026 | Jul 08, 2026 |
| Global Retirement Partners, LLC | History | New | 9,679 | 1,105 | 0.02% | — | 73 | +9,679 | New | Q2 2026 | Aug 06, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 9,422 | 1,075 | 0.05% | 0.05% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McLean Asset Management Corp | History | No change | 9,095 | 1,041 | 0.14% | 0.16% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WEBSTER BANK, N. A. | History | Added to | 8,884 | 1,014 | 0.09% | 0.08% | 76 | +435 | 5.15% | Q2 2026 | Jul 20, 2026 |
| Benchmark Financial Wealth Advisors, LLC | History | Reduced | 8,834 | 1,008 | 0.25% | 0.34% | 78 | -3,157 | -26.33% | Q2 2026 | Jul 17, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 8,831 | 1,008 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | Added to | 8,805 | 1,005 | 0.02% | 0.02% | 79 | +719 | 8.89% | Q2 2026 | Aug 05, 2026 |
| Aspire Growth Partners LLC | History | Added to | 8,288 | 946 | 0.55% | 0.58% | 80 | +22 | 0.27% | Q2 2026 | Jul 29, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 7,978 | 911 | 0.12% | 0.12% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 7,800 | 890 | 0.64% | 0.61% | 82 | -112 | -1.42% | Q2 2026 | Jul 14, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 7,700 | 879 | 0.06% | 0.06% | 83 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 7,364 | 840 | 0.01% | 0.02% | 84 | -3,253 | -30.64% | Q2 2026 | Aug 05, 2026 |
| LCW Services, LLC | History | Added to | 6,675 | 762 | 0.33% | 0.34% | 85 | +8 | 0.12% | Q2 2026 | Jul 30, 2026 |
| Miller Capital Partners, Inc. | History | No change | 6,626 | 756 | 0.29% | 0.32% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | Reduced | 6,595 | 753 | 0.04% | 0.03% | 87 | -50 | -0.75% | Q2 2026 | Jul 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 6,593 | 752 | 0.0% | 0.0% | 88 | +3 | 0.05% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 6,451 | 736 | 0.02% | 0.01% | 89 | +3,957 | 158.66% | Q2 2026 | Jul 29, 2026 |
| Evolution Wealth Advisors, LLC | History | No change | 6,426 | 733 | 0.09% | 0.07% | 90 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Farrell Financial LLC | History | Reduced | 6,397 | 730 | 0.39% | 0.4% | 91 | -235 | -3.54% | Q2 2026 | Jul 10, 2026 |
| HRT FINANCIAL LP | History | New | 6,278 | 716 | 0.0% | — | 92 | +6,278 | New | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 5,947 | 679 | 0.0% | 0.0% | 93 | -762 | -11.36% | Q2 2026 | Aug 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 5,851 | 668 | 0.0% | 0.0% | 94 | -416 | -6.64% | Q2 2026 | Jul 27, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 5,749 | 656 | 0.09% | 0.09% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bay Capital Advisors, LLC | History | No change | 5,500 | 628 | 0.34% | 0.34% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 4,689 | 535 | 0.02% | 0.02% | 97 | +1 | 0.02% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | Added to | 4,674 | 533 | 0.0% | 0.0% | 98 | +1,803 | 62.8% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 4,525 | 516 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 4,518 | 515 | 0.16% | 0.18% | 100 | -335 | -6.9% | Q2 2026 | Jul 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 4,337 | 495 | 0.0% | 0.0% | 101 | -10,476 | -70.72% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | New | 4,064 | 464 | 0.0% | — | 102 | +4,064 | New | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,706 | 423 | 0.0% | 0.0% | 103 | +600 | 19.32% | Q2 2026 | Aug 12, 2026 |
| HORAN Wealth, LLC | History | New | 3,672 | 419 | 0.05% | — | 104 | +3,672 | New | Q2 2026 | Aug 26, 2026 |
| Legacy PCG, LLC | History | No change | 3,511 | 414 | 2.0% | 1.92% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,577 | 408 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,451 | 394 | 0.0% | — | 107 | +3,451 | New | Q2 2026 | Sep 08, 2026 |
| Moors & Cabot, Inc. | History | Added to | 3,360 | 383 | 0.01% | 0.01% | 108 | +911 | 37.2% | Q2 2026 | Aug 10, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 3,225 | 368 | 0.01% | 0.0% | 109 | -304,829 | -98.95% | Q2 2026 | Aug 14, 2026 |
| Creekside Partners | History | No change | 3,165 | 361 | 0.13% | 0.13% | 110 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Strategic Investment Advisors / MI | History | New | 3,032 | 346 | 0.02% | — | 111 | +3,032 | New | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 2,946 | 336 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 2,936 | 335 | 0.07% | 0.09% | 113 | -478 | -14.0% | Q2 2026 | Aug 11, 2026 |
| One Day In July LLC | History | No change | 2,923 | 333 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Creative Planning | History | Added to | 2,640 | 301 | 0.0% | 0.0% | 115 | +593 | 28.97% | Q2 2026 | Aug 13, 2026 |
| Vontobel Holding Ltd. | History | No change | 2,513 | 286 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DAVIDSON TRUST CO | History | No change | 2,502 | 285 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cordgrass Capital Advisors, LLC | History | No change | 2,306 | 263 | 0.1% | 0.05% | 118 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | New | 2,043 | 233 | 0.0% | — | 120 | +2,043 | New | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 2,041 | 233 | 0.0% | — | 119 | +2,041 | New | Q2 2026 | Aug 13, 2026 |
| John W. Brooker & Co., CPAs | History | New | 1,949 | 222 | 0.27% | — | 121 | +1,949 | New | Q2 2026 | Jul 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | New | 1,942 | 221 | 0.02% | — | 122 | +1,942 | New | Q2 2026 | Jul 09, 2026 |
| HB Wealth Management, LLC | History | New | 1,919 | 219 | 0.0% | — | 124 | +1,919 | New | Q2 2026 | Jul 29, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,925 | 219 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Essex Financial Services, Inc. | History | New | 1,883 | 215 | 0.01% | — | 125 | +1,883 | New | Q2 2026 | Aug 10, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | New | 1,835 | 209 | 0.12% | — | 126 | +1,835 | New | Q2 2026 | Aug 10, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,768 | 201 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SAXON INTERESTS, INC. | History | New | 1,759 | 200 | 0.06% | — | 129 | +1,759 | New | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | New | 1,754 | 200 | 0.0% | — | 128 | +1,754 | New | Q2 2026 | Jul 20, 2026 |
| Arax Advisory Partners | History | Added to | 1,540 | 175 | 0.0% | 0.0% | 130 | +870 | 129.85% | Q2 2026 | Aug 10, 2026 |
| Concord Wealth Partners | History | New | 1,500 | 171 | 0.02% | — | 131 | +1,500 | New | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,448 | 165 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 1,145 | 131 | 0.01% | 0.01% | 133 | -501 | -30.44% | Q2 2026 | Aug 17, 2026 |
| Buck Wealth Strategies, LLC | History | New | 1,147 | 130 | 0.01% | — | 134 | +1,147 | New | Q2 2026 | Jul 30, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 1,106 | 126 | 0.05% | 0.04% | 135 | +120 | 12.17% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,111 | 126 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 1,090 | 124 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AlphaCore Capital LLC | History | Added to | 976 | 111 | 0.0% | 0.0% | 138 | +3 | 0.31% | Q2 2026 | Aug 06, 2026 |
| CWM, LLC | History | No change | 1,078 | 109 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 950 | 108 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ASSETMARK, INC | History | No change | 802 | 91 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Harbor Asset Planning, Inc. | History | Reduced | 745 | 85 | 0.06% | 0.06% | 142 | -6 | -0.8% | Q2 2026 | Jul 22, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 404 | 46 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 305 | 34 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 292 | 33 | 0.0% | 0.0% | 145 | +1 | 0.34% | Q2 2026 | Jul 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 191 | 22 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 92 | 10 | 0.0% | — | 147 | +92 | New | Q2 2026 | Jul 15, 2026 |
| Cape Investment Advisory, Inc. | History | New | 83 | 9 | 0.0% | — | 149 | +83 | New | Q2 2026 | Jul 23, 2026 |
| Atomic Invest LLC | History | Reduced | 86 | 9 | 0.0% | 0.0% | 148 | -1 | -1.15% | Q2 2026 | Sep 25, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 50 | 5 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 37 | 4 | 0.0% | 0.0% | 151 | -404 | -91.61% | Q2 2026 | Aug 14, 2026 |
| Glassman Wealth Services | History | No change | 30 | 3 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Larson Financial Group LLC | History | No change | 30 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 19 | 2 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CITIGROUP INC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 155 | -4 | -21.05% | Q2 2026 | Aug 03, 2026 |
| CoreCap Advisors, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| PALLADIEM, LLC | History | Closed out | 0 | 0 | — | 7.93% | — | -79,327 | -100.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,356 | -100.0% | Q2 2026 | Aug 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,116 | -100.0% | Q2 2026 | Aug 14, 2026 |
| 71 West Capital Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -4,554 | -100.0% | Q2 2026 | Aug 04, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,405 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,515 | -100.0% | Q2 2026 | Aug 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,304 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,723 | -100.0% | Q2 2026 | Aug 11, 2026 |
| WFA of San Diego, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -165 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -158 | -100.0% | Q2 2026 | Jul 27, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |