iSHARES TRUST - FALN

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
BANK OF AMERICA CORP /DE/ History No change 7,342,032 199,996 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 14, 2026
Municipal Employees' Retirement System of Michigan History No change 4,657,064 126,858 1.4% 1.4% 2 0 0.0% Q2 2026 Aug 10, 2026
MORGAN STANLEY History No change 4,590,537 125,046 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 2,075,724 56,542 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 07, 2026
Allworth Financial LP History No change 1,285,303 35,011 0.15% 0.15% 5 0 0.0% Q2 2026 Aug 11, 2026
ESL Trust Services, LLC History No change 1,241,649 33,822 5.77% 5.77% 6 0 0.0% Q2 2026 Aug 13, 2026
POTOMAC FUND MANAGEMENT INC /ADV History No change 1,098,300 29,917 0.75% 0.75% 7 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 907,827 24,257 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 14, 2026
BlackRock, Inc. History No change 733,783 19,988 0.0% 0.0% 9 0 0.0% Q2 2026 Aug 07, 2026
Baker Avenue Asset Management, LP History No change 703,879 19,173 0.36% 0.36% 10 0 0.0% Q2 2026 Jul 28, 2026
NOVEM GROUP History No change 687,045 18,715 1.89% 1.89% 11 0 0.0% Q2 2026 Jul 21, 2026
Cambridge Investment Research Advisors, Inc. History No change 679,267 18,503 0.04% 0.04% 12 0 0.0% Q2 2026 Jul 27, 2026
UBS Group AG History No change 648,895 17,675 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 604,624 16,478 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
TOEWS CORP /ADV History No change 603,900 16,450 2.4% 2.4% 15 0 0.0% Q2 2026 Aug 10, 2026
Cetera Investment Advisers History No change 532,067 14,493 0.01% 0.01% 16 0 0.0% Q2 2026 Aug 12, 2026
State of New Jersey Common Pension Fund D History No change 525,000 14,301 0.05% 0.05% 17 0 0.0% Q2 2026 Aug 04, 2026
Creative Planning History No change 498,771 13,586 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 13, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 472,066 12,859 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 424,095 11,552 0.01% 0.01% 20 0 0.0% Q2 2026 Jul 29, 2026
NOMURA ASSET MANAGEMENT CO LTD History No change 402,800 10,972 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 398,716 10,861 0.0% 0.0% 22 0 0.0% Q2 2026 Sep 23, 2026
Breakwater Capital Group History No change 385,762 10,508 1.26% 1.26% 23 0 0.0% Q2 2026 Jul 08, 2026
EP Wealth Advisors, LLC History No change 349,138 9,510 0.04% 0.04% 24 0 0.0% Q2 2026 Aug 11, 2026
HF Advisory Group, LLC History No change 294,108 8,011 2.48% 2.48% 25 0 0.0% Q2 2026 Jul 08, 2026
Prepared Retirement Institute LLC History No change 268,819 7,322 3.12% 3.12% 26 0 0.0% Q2 2026 Aug 10, 2026
CAPITAL WEALTH MANAGEMENT, LLC History No change 266,540 7,260 1.75% 1.75% 27 0 0.0% Q2 2026 Jul 09, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 262,227 7,102 0.01% 0.01% 28 0 0.0% Q2 2026 Jul 15, 2026
Independence Financial Advisors, LLC History No change 256,955 6,999 1.82% 1.82% 29 0 0.0% Q2 2026 Jul 09, 2026
OSAIC HOLDINGS, INC. History No change 248,381 6,766 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
Bridgelight Financial Advisors, Inc. History No change 241,424 6,576 4.5% 4.5% 31 0 0.0% Q2 2026 Jul 30, 2026
Petix & Botte Co History No change 234,674 6,392 1.29% 1.29% 32 0 0.0% Q2 2026 Aug 04, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 232,824 6,342 0.1% 0.1% 33 0 0.0% Q2 2026 Aug 10, 2026
Commonwealth Financial Services, LLC History No change 227,881 6,207 0.83% 0.83% 34 0 0.0% Q2 2026 Jul 15, 2026
FIRST CITIZENS BANK & TRUST CO History No change 197,913 5,391 0.08% 0.08% 35 0 0.0% Q2 2026 Jul 13, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 179,144 4,880 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 14, 2026
TRUSTMARK BANK TRUST DEPARTMENT History No change 170,249 4,637 0.28% 0.28% 37 0 0.0% Q2 2026 Aug 12, 2026
Asset Allocation Strategies LLC History No change 168,821 4,598 0.71% 0.71% 38 0 0.0% Q2 2026 Aug 17, 2026
Private Advisor Group, LLC History No change 164,446 4,479 0.02% 0.02% 39 0 0.0% Q2 2026 Jul 27, 2026
JPMORGAN CHASE & CO History No change 163,778 4,460 0.0% 0.0% 40 0 0.0% Q2 2026 Aug 12, 2026
Insight Wealth Partners, LLC History No change 156,998 4,276 0.57% 0.57% 41 0 0.0% Q2 2026 Aug 06, 2026
Transamerica Financial Advisors, LLC History No change 156,786 4,270 0.36% 0.36% 42 0 0.0% Q2 2026 Aug 14, 2026
Liberty Atlantic Advisors LLC History No change 154,970 4,221 3.04% 3.04% 43 0 0.0% Q2 2026 Jul 21, 2026
ASSETMARK, INC History No change 149,446 4,070 0.01% 0.01% 44 0 0.0% Q2 2026 Jul 30, 2026
RAYMOND JAMES FINANCIAL INC History No change 146,752 3,997 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 144,571 3,938 0.1% 0.1% 46 0 0.0% Q2 2026 Aug 11, 2026
Impact Partnership Wealth, LLC History No change 144,351 3,932 0.38% 0.38% 47 0 0.0% Q2 2026 Jul 29, 2026
Client First Investment Management LLC History No change 139,127 3,789 1.6% 1.6% 48 0 0.0% Q2 2026 Jul 08, 2026
Diversify Advisory Services, LLC History No change 140,333 3,773 0.06% 0.06% 49 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 140,333 3,773 0.06% 0.06% 50 0 0.0% Q2 2026 Jul 29, 2026
Ignite Planners, LLC History No change 136,451 3,726 0.51% 0.51% 51 0 0.0% Q2 2026 Jul 23, 2026
US BANCORP \DE\ History No change 134,349 3,659 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 12, 2026
Envestnet Portfolio Solutions, Inc. History No change 132,057 3,597 0.02% 0.02% 53 0 0.0% Q2 2026 Sep 23, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 127,153 3,463 2.58% 2.58% 54 0 0.0% Q2 2026 Jul 24, 2026
Allianz Asset Management GmbH History No change 124,200 3,383 0.0% 0.0% 55 0 0.0% Q2 2026 Sep 02, 2026
Glassy Mountain Advisors, Inc. History No change 121,088 3,298 0.9% 0.9% 56 0 0.0% Q2 2026 Jul 31, 2026
JANE STREET GROUP, LLC History No change 114,613 3,122 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 114,186 3,110 0.01% 0.01% 58 0 0.0% Q2 2026 Jul 28, 2026
MML INVESTORS SERVICES, LLC History No change 113,833 3,100 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 07, 2026
MANNING & NAPIER ADVISORS LLC History No change 110,693 3,015 0.04% 0.04% 60 0 0.0% Q2 2026 Aug 13, 2026
Perigon Wealth Management, LLC History No change 110,414 3,007 0.05% 0.05% 61 0 0.0% Q2 2026 Aug 07, 2026
Cornerstone Planning Group LLC History No change 107,505 2,901 0.37% 0.37% 62 0 0.0% Q2 2026 Jul 29, 2026
D L CARLSON INVESTMENT GROUP INC History No change 104,703 2,852 0.45% 0.45% 63 0 0.0% Q2 2026 Aug 11, 2026
Invesco Ltd. History No change 104,262 2,840 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 14, 2026
Strategic Financial Concepts, LLC History No change 99,345 2,706 0.8% 0.8% 65 0 0.0% Q2 2026 Jul 27, 2026
&PARTNERS History No change 96,159 2,619 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 95,974 2,614 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 14, 2026
Parcion Private Wealth LLC History No change 95,864 2,611 0.14% 0.14% 68 0 0.0% Q2 2026 Jul 27, 2026
Addison Capital Co History No change 94,845 2,583 0.42% 0.42% 69 0 0.0% Q2 2026 Aug 04, 2026
NOVARE CAPITAL MANAGEMENT LLC History No change 93,579 2,549 0.18% 0.18% 70 0 0.0% Q2 2026 Aug 07, 2026
ATX Financial Planning, LLC History No change 93,146 2,537 1.68% 1.68% 71 0 0.0% Q2 2026 Aug 20, 2026
OneDigital Investment Advisors LLC History No change 90,915 2,476 0.02% 0.02% 72 0 0.0% Q2 2026 Aug 06, 2026
Napier Financial, LLC History No change 86,617 2,359 0.49% 0.49% 73 0 0.0% Q2 2026 Jul 31, 2026
ROYAL BANK OF CANADA History No change 82,039 2,235 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
Mount Lucas Management LP History No change 81,403 2,217 0.79% 0.79% 75 0 0.0% Q2 2026 Aug 10, 2026
Sherry Group, Inc. History No change 79,609 2,167 2.12% 2.12% 76 0 0.0% Q2 2026 Jul 15, 2026
FORTE ASSET MANAGEMENT LLC History No change 78,000 2,124 0.87% 0.87% 77 0 0.0% Q2 2026 Jul 21, 2026
Scarborough Advisors, LLC History No change 78,324 2,122 0.24% 0.24% 78 0 0.0% Q2 2026 Jul 21, 2026
FOCUS Wealth Advisors, LLC History No change 75,197 2,048 0.95% 0.95% 79 0 0.0% Q2 2026 Jul 07, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 75,089 2,045 0.08% 0.08% 80 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 74,491 2,029 0.02% 0.02% 81 0 0.0% Q2 2026 Aug 18, 2026
GOLDMAN SACHS GROUP INC History No change 73,414 1,999 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Advisors, LLC History No change 73,149 1,992 0.01% 0.01% 83 0 0.0% Q2 2026 Aug 12, 2026
Synergy Asset Management, LLC History No change 72,698 1,980 0.19% 0.19% 84 0 0.0% Q2 2026 Jul 22, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 72,478 1,974 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 07, 2026
GUIDANCE CAPITAL, INC History No change 71,944 1,951 0.42% 0.42% 86 0 0.0% Q2 2026 Jul 20, 2026
Ausdal Financial Partners, Inc. History No change 65,015 1,770 0.07% 0.07% 87 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 64,889 1,767 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 05, 2026
Coastline Trust Co History Reduced 68,060 1,764 0.16% 0.19% 89 -11,760 -14.73% Q3 2026 Oct 01, 2026
FIFTH THIRD SECURITIES, INC. History No change 64,503 1,757 0.1% 0.1% 90 0 0.0% Q2 2026 Jul 15, 2026
AXS Investments LLC History No change 63,035 1,717 0.49% 0.49% 91 0 0.0% Q2 2026 Aug 10, 2026
MATHER GROUP, LLC. History No change 58,545 1,594 0.01% 0.01% 92 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 56,761 1,546 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 05, 2026
Marex Group Ltd History No change 53,522 1,457 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 14, 2026
SEAVIEW INVESTMENT MANAGERS LLC History No change 53,339 1,452 0.43% 0.43% 95 0 0.0% Q2 2026 Jul 14, 2026
Allie Family Office LLC History No change 53,252 1,450 0.54% 0.54% 96 0 0.0% Q2 2026 Oct 02, 2026
Wealth Advisory Solutions, LLC History No change 53,105 1,446 0.3% 0.3% 97 0 0.0% Q2 2026 Jul 24, 2026
DDFG, Inc History No change 52,890 1,440 0.29% 0.29% 98 0 0.0% Q2 2026 Jul 28, 2026
Janney Montgomery Scott LLC History No change 52,558 1,432 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 05, 2026
Concurrent Investment Advisors, LLC History No change 49,733 1,354 0.01% 0.01% 100 0 0.0% Q2 2026 Jul 27, 2026
Insight Advisors, LLC/ PA History No change 48,034 1,308 0.23% 0.23% 101 0 0.0% Q2 2026 Aug 05, 2026
Farther Finance Advisors, LLC History No change 46,180 1,257 0.01% 0.01% 102 0 0.0% Q2 2026 Jul 17, 2026
Simplicity Wealth,LLC History No change 45,985 1,252 0.04% 0.04% 103 0 0.0% Q2 2026 Aug 06, 2026
M.E. ALLISON & CO., INC. History No change 45,222 1,231 0.71% 0.71% 104 0 0.0% Q2 2026 Jul 07, 2026
Equitable Holdings, Inc. History No change 44,897 1,223 0.01% 0.01% 105 0 0.0% Q2 2026 Aug 17, 2026
GTS SECURITIES LLC History No change 41,855 1,140 0.02% 0.02% 106 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 40,862 1,113 0.01% 0.01% 107 0 0.0% Q2 2026 Jul 24, 2026
Wealthfront Advisers LLC History No change 40,656 1,107 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 07, 2026
Centurion Wealth Management LLC History No change 40,625 1,106 0.26% 0.26% 109 0 0.0% Q2 2026 Jul 09, 2026
STIFEL FINANCIAL CORP History No change 39,732 1,082 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
Geneos Wealth Management Inc. History No change 38,475 1,048 0.02% 0.02% 111 0 0.0% Q2 2026 Aug 06, 2026
Integrated Wealth Concepts LLC History No change 38,297 1,043 0.01% 0.01% 112 0 0.0% Q2 2026 Sep 08, 2026
OpenArc Corporate Advisory, LLC History No change 38,064 1,036 0.01% 0.01% 113 0 0.0% Q2 2026 Aug 05, 2026
OPPENHEIMER & CO INC History No change 34,210 931 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 03, 2026
TriaGen Wealth Management LLC History No change 33,667 917 0.23% 0.23% 115 0 0.0% Q2 2026 Jul 21, 2026
PRINCIPAL SECURITIES, INC. History No change 32,681 890 0.01% 0.01% 116 0 0.0% Q2 2026 Aug 04, 2026
Stratos Investment Management, LLC History No change 32,642 889 0.03% 0.03% 117 0 0.0% Q2 2026 Aug 11, 2026
AE Wealth Management LLC History No change 31,691 863 0.0% 0.0% 118 0 0.0% Q2 2026 Aug 03, 2026
Prime Capital Investment Advisors, LLC History No change 30,276 824 0.01% 0.01% 119 0 0.0% Q2 2026 Aug 05, 2026
VALLEY WEALTH MANAGERS, INC. History No change 30,181 822 0.05% 0.05% 120 0 0.0% Q2 2026 Aug 04, 2026
LexAurum Advisors, LLC History No change 29,992 816 0.09% 0.09% 121 0 0.0% Q2 2026 Jul 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 29,726 809 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 19, 2026
Ballast Rock Private Wealth LLC History No change 28,392 773 0.36% 0.36% 123 0 0.0% Q2 2026 Aug 10, 2026
Wilson & Boucher Capital Management, LLC History No change 27,500 749 0.44% 0.44% 124 0 0.0% Q2 2026 Aug 18, 2026
Annex Advisory Services, LLC History No change 27,476 748 0.01% 0.01% 125 0 0.0% Q2 2026 Jul 10, 2026
Meridian Financial Advisors, LLC History No change 27,455 747 0.36% 0.36% 126 0 0.0% Q2 2026 Jul 22, 2026
Symphony Financial, Ltd. Co. History No change 27,111 738 0.08% 0.08% 127 0 0.0% Q2 2026 Aug 03, 2026
Yoder Wealth Management, Inc. History No change 26,946 734 0.29% 0.29% 128 0 0.0% Q2 2026 Jul 22, 2026
Bright Futures Wealth Management, LLC. History No change 26,705 727 0.47% 0.47% 129 0 0.0% Q2 2026 Jul 24, 2026
NorthRock Partners, LLC History No change 26,508 722 0.01% 0.01% 130 0 0.0% Q2 2026 Aug 11, 2026
Western Financial Corp/CA History No change 26,187 713 0.21% 0.21% 131 0 0.0% Q2 2026 Jul 22, 2026
Outlook Wealth Advisors, LLC History No change 26,082 710 0.15% 0.15% 132 0 0.0% Q2 2026 Aug 03, 2026
PUREfi Wealth, LLC History No change 25,865 704 0.39% 0.39% 133 0 0.0% Q2 2026 Jul 27, 2026
Sanctuary Advisors, LLC History No change 25,758 701 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 13, 2026
Brookstone Capital Management History No change 25,620 697 0.01% 0.01% 135 0 0.0% Q2 2026 Jul 15, 2026
Arkadios Wealth Advisors History No change 25,607 697 0.01% 0.01% 136 0 0.0% Q2 2026 Aug 10, 2026
ABSOLUTE CAPITAL MANAGEMENT, LLC History No change 25,398 691 0.17% 0.17% 137 0 0.0% Q2 2026 Jul 24, 2026
Exchange Bank History No change 24,979 680 0.42% 0.42% 138 0 0.0% Q2 2026 Jul 08, 2026
Avior Wealth Management, LLC History No change 24,490 667 0.02% 0.02% 139 0 0.0% Q2 2026 Jul 07, 2026
Dynamic Advisor Solutions LLC History No change 24,399 664 0.02% 0.02% 140 0 0.0% Q2 2026 Jul 07, 2026
First Citizens Asset Management, Inc. History No change 24,267 661 0.21% 0.21% 141 0 0.0% Q2 2026 Jul 17, 2026
Hyundai Investments Co., Ltd. History No change 24,116 656 0.71% 0.71% 142 0 0.0% Q2 2026 Aug 14, 2026
Kaizen Financial Strategies History No change 23,464 636 0.21% 0.21% 143 0 0.0% Q2 2026 Jul 30, 2026
Rialto Wealth Management, LLC History No change 23,227 632 0.13% 0.13% 144 0 0.0% Q2 2026 Aug 11, 2026
Sequoia Financial Advisors, LLC History No change 22,840 622 0.0% 0.0% 145 0 0.0% Q2 2026 Jul 17, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 22,558 614 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 14, 2026
Cornerstone Wealth Management, LLC History No change 22,563 614 0.03% 0.03% 147 0 0.0% Q2 2026 Jul 22, 2026
L.K. Benson & Company, P.C. History No change 22,164 603 0.18% 0.18% 148 0 0.0% Q2 2026 Jul 24, 2026
Herold Advisors, Inc. History No change 22,140 602 0.12% 0.12% 149 0 0.0% Q2 2026 Jul 22, 2026
Beacon Financial Advisory LLC History No change 21,864 595 0.12% 0.12% 150 0 0.0% Q2 2026 Aug 05, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 21,069 573 0.15% 0.15% 151 0 0.0% Q2 2026 Jul 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 20,139 547 0.0% 0.0% 152 0 0.0% Q2 2026 Aug 14, 2026
WINTON GROUP Ltd History No change 20,101 547 0.02% 0.02% 153 0 0.0% Q2 2026 Aug 07, 2026
MMBG INVESTMENT ADVISORS CO. History No change 19,095 520 0.04% 0.04% 154 0 0.0% Q2 2026 Aug 10, 2026
Eddie Patel Inc History No change 18,157 494 0.3% 0.3% 155 0 0.0% Q2 2026 Aug 11, 2026
Mariner, LLC History No change 17,266 470 0.0% 0.0% 156 0 0.0% Q2 2026 Aug 13, 2026
Ancora Advisors LLC History No change 16,883 459 0.01% 0.01% 157 0 0.0% Q2 2026 Aug 14, 2026
Keating Financial Advisory Services, Inc. History No change 16,631 453 0.06% 0.06% 158 0 0.0% Q2 2026 Aug 11, 2026
Altura Wealth Advisors Inc. History No change 16,279 443 0.15% 0.15% 159 0 0.0% Q2 2026 Jul 22, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 16,075 437 0.01% 0.01% 160 0 0.0% Q2 2026 Jul 15, 2026
Advisory Services Network, LLC History No change 15,370 418 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
PFG Investments, LLC History No change 15,077 410 0.02% 0.02% 162 0 0.0% Q2 2026 Jul 23, 2026
Pinnacle Financial Partners, Inc. History No change 14,988 408 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 14, 2026
Cedar Point Capital Partners, LLC History No change 14,818 403 0.23% 0.23% 164 0 0.0% Q2 2026 Jul 27, 2026
AlTi Global, Inc. History No change 14,724 401 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 05, 2026
Baird Financial Group, Inc. History No change 14,638 398 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 12, 2026
J.W. COLE ADVISORS, INC. History No change 13,808 376 0.01% 0.01% 167 0 0.0% Q2 2026 Jul 21, 2026
Balanced Rock Investment Advisors LLC History No change 13,631 371 0.23% 0.23% 168 0 0.0% Q2 2026 Aug 14, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 13,476 367 0.04% 0.04% 169 0 0.0% Q2 2026 Jul 09, 2026
Manchester Capital Management LLC History No change 13,450 366 0.05% 0.05% 170 0 0.0% Q2 2026 Aug 13, 2026
MCDONALD PARTNERS LLC History No change 13,265 361 0.09% 0.09% 171 0 0.0% Q2 2026 Jul 28, 2026
MONEY CONCEPTS CAPITAL CORP History No change 13,176 358 0.02% 0.02% 172 0 0.0% Q2 2026 Aug 04, 2026
Zinnia Wealth Advisory, LLC History No change 13,151 358 0.37% 0.37% 173 0 0.0% Q2 2026 Jul 30, 2026
Community Bank & Trust, Waco, Texas History No change 13,049 355 0.06% 0.06% 174 0 0.0% Q2 2026 Aug 04, 2026
Plan Group Financial, LLC History No change 12,744 347 0.07% 0.07% 175 0 0.0% Q2 2026 Aug 03, 2026
Qube Research & Technologies Ltd History No change 12,652 344 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 14, 2026
Sequent Planning LLC History No change 12,480 339 0.07% 0.07% 177 0 0.0% Q2 2026 Aug 14, 2026
Wealthcare Advisory Partners LLC History No change 12,428 338 0.01% 0.01% 178 0 0.0% Q2 2026 Jul 09, 2026
AlphaCentric Advisors LLC History No change 12,184 331 0.28% 0.28% 179 0 0.0% Q2 2026 Jul 24, 2026
FLOW TRADERS U.S. LLC History No change 11,822 322 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 14, 2026
Rockefeller Capital Management L.P. History No change 11,846 322 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 13, 2026
Curi Capital, LLC History No change 11,750 320 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
Arete Wealth Advisors, LLC History No change 11,766 320 0.02% 0.02% 183 0 0.0% Q2 2026 Aug 12, 2026
Box Hill Private Wealth LLC History No change 11,635 316 0.25% 0.25% 184 0 0.0% Q2 2026 Jul 02, 2026
Bank of New York Mellon Corp History No change 11,574 315 0.0% 0.0% 185 0 0.0% Q2 2026 Aug 06, 2026
Infinity Wealth Counsel, LLC History No change 11,460 312 0.25% 0.25% 186 0 0.0% Q2 2026 Jul 09, 2026
Prospera Financial Services Inc History No change 11,345 309 0.0% 0.0% 187 0 0.0% Q2 2026 Jul 15, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 11,373 309 0.07% 0.07% 188 0 0.0% Q2 2026 Aug 10, 2026
Van Diest Capital, LLC History No change 11,334 308 0.28% 0.28% 189 0 0.0% Q2 2026 Aug 04, 2026
Gladstone Institutional Advisory LLC History No change 11,290 307 0.01% 0.01% 190 0 0.0% Q2 2026 Jul 27, 2026
Invst, LLC History No change 10,718 291 0.03% 0.03% 191 0 0.0% Q2 2026 Aug 14, 2026
Intergy Private Wealth, LLC History No change 10,573 288 0.07% 0.07% 192 0 0.0% Q2 2026 Jul 17, 2026
WINEBRENNER CAPITAL MANAGEMENT LLC History No change 10,472 285 0.17% 0.17% 193 0 0.0% Q2 2026 Jul 15, 2026
PFG Advisors History No change 10,413 283 0.01% 0.01% 194 0 0.0% Q2 2026 Jul 16, 2026
SteelPeak Wealth, LLC History No change 10,130 275 0.01% 0.01% 195 0 0.0% Q2 2026 Jul 13, 2026
Vontobel Holding Ltd. History No change 10,000 272 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 03, 2026
Parallel Advisors, LLC History No change 9,914 270 0.0% 0.0% 197 0 0.0% Q2 2026 Aug 05, 2026
B. Riley Wealth Advisors, Inc. History No change 9,876 269 0.01% 0.01% 198 0 0.0% Q2 2026 Jul 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 9,589 261 0.0% 0.0% 199 0 0.0% Q2 2026 Aug 14, 2026
Sigma Planning Corp History No change 9,525 259 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 07, 2026
Navis Wealth Advisors, LLC History No change 9,510 259 0.1% 0.1% 201 0 0.0% Q2 2026 Aug 14, 2026
Gateway Wealth Partners, LLC History No change 9,531 259 0.02% 0.02% 202 0 0.0% Q2 2026 Aug 04, 2026
Signal Advisors Wealth, LLC History No change 9,388 255 0.01% 0.01% 203 0 0.0% Q2 2026 Aug 04, 2026
Live Oak Investment Partners History No change 9,270 252 0.14% 0.14% 204 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 9,105 248 0.0% 0.0% 205 0 0.0% Q2 2026 Jul 28, 2026
Spire Wealth Management History No change 8,909 242 0.01% 0.01% 206 0 0.0% Q2 2026 Jul 15, 2026
COFG Advisors, LLC History No change 8,895 242 0.04% 0.04% 207 0 0.0% Q2 2026 Aug 14, 2026
Summit Financial, LLC History No change 8,767 238 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 12, 2026
Steward Partners Investment Advisory, LLC History No change 8,703 237 0.0% 0.0% 209 0 0.0% Q2 2026 Aug 13, 2026
CENTRAL TRUST Co History No change 8,500 231 0.0% 0.0% 210 0 0.0% Q2 2026 Jul 31, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 8,400 228 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 8,269 225 0.0% 0.0% 212 0 0.0% Q2 2026 Sep 02, 2026
Apollon Wealth Management, LLC History No change 8,167 222 0.0% 0.0% 213 0 0.0% Q2 2026 Jul 22, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 8,049 219 0.01% 0.01% 214 0 0.0% Q2 2026 Jul 15, 2026
Dorsey & Whitney Trust CO LLC History No change 8,000 217 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 14, 2026
IHT Wealth Management, LLC History No change 7,910 215 0.0% 0.0% 216 0 0.0% Q2 2026 Aug 14, 2026
Global Assets Advisory, LLC History No change 7,874 213 0.05% 0.05% 217 0 0.0% Q2 2026 Jul 27, 2026
Storen Legacy Partners, LLC History No change 7,833 213 0.06% 0.06% 218 0 0.0% Q2 2026 Jul 17, 2026
ETF Store, Inc. History No change 7,742 210 0.18% 0.18% 219 0 0.0% Q2 2026 Jul 29, 2026
HOHIMER WEALTH MANAGEMENT, LLC History No change 7,694 209 0.02% 0.02% 220 0 0.0% Q2 2026 Jul 31, 2026
COLUMBIA ADVISORY PARTNERS LLC History No change 7,621 207 0.11% 0.11% 221 0 0.0% Q2 2026 Jul 23, 2026
Sovran Advisors, LLC History No change 7,710 207 0.02% 0.02% 222 0 0.0% Q2 2026 Jul 29, 2026
Saxony Capital Management, LLC History No change 7,453 203 0.09% 0.09% 223 0 0.0% Q2 2026 Jul 15, 2026
PARK AVENUE SECURITIES LLC History No change 7,395 201 0.0% 0.0% 224 0 0.0% Q2 2026 Jul 20, 2026
Bank of New Hampshire History No change 7,081 192 0.04% 0.04% 225 0 0.0% Q2 2026 Jul 14, 2026
BANK OF MONTREAL /CAN/ History No change 6,441 175 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 12, 2026
Orion Capital Management LLC History No change 5,500 149 0.05% 0.05% 227 0 0.0% Q2 2026 Aug 17, 2026
FMR LLC History No change 5,155 140 0.0% 0.0% 228 0 0.0% Q2 2026 Aug 13, 2026
Continuum Advisory, LLC History No change 5,099 138 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 06, 2026
CONSULTIVA WEALTH MANAGEMENT, CORP. History No change 4,864 132 0.3% 0.3% 230 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 4,738 129 0.0% 0.0% 231 0 0.0% Q2 2026 Aug 03, 2026
Winthrop Capital Management, LLC History No change 4,740 129 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 4,668 126 0.01% 0.01% 233 0 0.0% Q2 2026 Jul 22, 2026
Kroeger Financial Partners History No change 4,224 115 0.11% 0.11% 234 0 0.0% Q2 2026 Jul 27, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 3,490 95 0.05% 0.05% 235 0 0.0% Q2 2026 Aug 14, 2026
Philadelphia Investment Partners, LLC History No change 3,490 95 0.06% 0.06% 236 0 0.0% Q2 2026 Aug 14, 2026
IFG Advisory, LLC History No change 3,468 94 0.0% 0.0% 237 0 0.0% Q2 2026 Aug 13, 2026
HARBOUR INVESTMENTS, INC. History No change 3,433 93 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 12, 2026
PRIVATE TRUST CO NA History No change 2,950 80 0.01% 0.01% 239 0 0.0% Q2 2026 Jul 28, 2026
FAS Wealth Partners, Inc. History No change 2,713 73 0.0% 0.0% 240 0 0.0% Q2 2026 Jul 29, 2026
IFP Advisors, Inc History No change 2,592 70 0.0% 0.0% 241 0 0.0% Q2 2026 Jul 20, 2026
Wealth Enhancement Trust Services, Inc. History No change 2,553 69 0.01% 0.01% 242 0 0.0% Q2 2026 Jul 22, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 2,522 68 0.03% 0.03% 243 0 0.0% Q2 2026 Sep 18, 2026
CoreCap Advisors, LLC History No change 2,359 64 0.0% 0.0% 244 0 0.0% Q2 2026 Jul 06, 2026
Y.D. More Investments Ltd History No change 2,000 54 0.0% 0.0% 245 0 0.0% Q2 2026 Aug 05, 2026
Arax Advisory Partners History No change 1,923 52 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 10, 2026
Beacon Financial Strategies CORP History No change 1,825 49 0.02% 0.02% 247 0 0.0% Q2 2026 Jul 08, 2026
Wilmington Savings Fund Society, FSB History No change 1,725 46 0.0% 0.0% 248 0 0.0% Q2 2026 Jul 28, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 1,628 44 0.03% 0.03% 249 0 0.0% Q2 2026 Jul 24, 2026
SIMPLEX TRADING, LLC History No change 1,501 40 0.0% 0.0% 250 0 0.0% Q2 2026 Aug 12, 2026
Asset Dedication, LLC History No change 1,292 35 0.0% 0.0% 251 0 0.0% Q2 2026 Jul 30, 2026
Aptus Capital Advisors, LLC History No change 1,257 34 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 12, 2026
Strategic Investment Solutions, Inc. /IL History No change 1,238 33 0.01% 0.01% 253 0 0.0% Q2 2026 Jul 08, 2026
WELLS FARGO & COMPANY/MN History No change 863 23 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV History No change 824 22 0.0% 0.0% 255 0 0.0% Q2 2026 Jul 28, 2026
WOLFF WIESE MAGANA LLC History No change 802 21 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 13, 2026
Signature Resources Capital Management, LLC History No change 788 21 0.01% 0.01% 257 0 0.0% Q2 2026 Jul 13, 2026
Bravera Wealth History No change 734 19 0.01% 0.01% 258 0 0.0% Q2 2026 Jul 23, 2026
Founders Financial Alliance, LLC History No change 680 18 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 04, 2026
Triumph Capital Management History No change 650 17 0.0% 0.0% 260 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 571 15 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 06, 2026
HUNTINGTON NATIONAL BANK History No change 544 14 0.0% 0.0% 262 0 0.0% Q2 2026 Aug 13, 2026
Bogart Wealth, LLC History No change 484 13 0.0% 0.0% 263 0 0.0% Q2 2026 Jul 24, 2026
Ameliora Wealth Management Ltd. History No change 506 13 0.0% 0.0% 264 0 0.0% Q2 2026 Jul 24, 2026
Rosenberg Matthew Hamilton History No change 441 12 0.0% 0.0% 265 0 0.0% Q2 2026 Jul 17, 2026
Blue Trust, Inc. History No change 453 12 0.0% 0.0% 266 0 0.0% Q2 2026 Jul 21, 2026
NBT BANK, N.A. History No change 374 10 0.0% 0.0% 267 0 0.0% Q2 2026 Jul 29, 2026
Cape Investment Advisory, Inc. History No change 359 9 0.0% 0.0% 268 0 0.0% Q2 2026 Jul 23, 2026
Vision Retirement, LLC History No change 350 9 0.0% 0.0% 269 0 0.0% Q2 2026 Jul 21, 2026
TD Waterhouse Canada Inc. History No change 278 7 0.0% 0.0% 270 0 0.0% Q2 2026 Jul 27, 2026
DELTA ASSET MANAGEMENT LLC/TN History No change 226 6 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 10, 2026
BLAIR WILLIAM & CO/IL History No change 247 6 0.0% 0.0% 272 0 0.0% Q2 2026 Aug 11, 2026
Institute for Wealth Management, LLC. History No change 152 4 0.0% 0.0% 273 0 0.0% Q2 2026 Jul 28, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 145 3 0.0% 0.0% 274 0 0.0% Q2 2026 Aug 13, 2026
Archer Investment Corp History No change 142 3 0.0% 0.0% 275 0 0.0% Q2 2026 Aug 03, 2026
SBI Securities Co., Ltd. History No change 101 2 0.0% 0.0% 276 0 0.0% Q2 2026 Jul 22, 2026
COMPASS FINANCIAL MANAGEMENT LLC History No change 94 2 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 12, 2026
SIGNATUREFD, LLC History No change 42 1 0.0% 0.0% 278 0 0.0% Q2 2026 Jul 23, 2026
NFSG Corp History No change 69 1 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
Quest 10 Wealth Builders, Inc. History No change 53 1 0.0% 0.0% 280 0 0.0% Q2 2026 Jul 24, 2026
SILVER OAK SECURITIES, INCORPORATED History No change 12 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Capital Investment Advisory Services, LLC History No change 31 0 — — — 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 3 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Banque Cantonale Vaudoise History No change 8,412 0 — — — 0 0.0% Q2 2026 Jul 31, 2026
Concord Wealth Partners History No change 10 0 — — — 0 0.0% Q2 2026 Jul 27, 2026
DHJJ Financial Advisors, Ltd. History No change 10 0 — — — 0 0.0% Q2 2026 Jul 24, 2026
Kingdom Financial Group LLC. History No change 2 0 — — — 0 0.0% Q2 2026 Aug 07, 2026
Retirement Wealth Solutions LLC History No change 4 0 — — — 0 0.0% Q2 2026 Jul 07, 2026
Rossby Financial, LCC History No change 26 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
AMERIFLEX GROUP, INC. History No change 27 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
MASECO LLP History No change 17 0 — — — 0 0.0% Q2 2026 Aug 05, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 6 0 — — — 0 0.0% Q2 2026 Aug 13, 2026