iSHARES TRUST - GARP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 3,891,813 | 321,269 | 0.07% | 0.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,833,873 | 151,386 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,271,276 | 104,943 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,121,645 | 92,591 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 791,780 | 65,361 | 3.12% | 3.12% | 5 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 674,962 | 55,718 | 0.05% | 0.05% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 559,897 | 46,219 | 0.11% | 0.11% | 7 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 545,252 | 45,010 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 507,447 | 41,889 | 7.62% | 7.62% | 9 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 458,581 | 37,855 | 0.7% | 0.7% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 446,128 | 36,827 | 0.08% | 0.08% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 446,543 | 36,384 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 414,235 | 34,195 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 403,015 | 33,268 | 1.58% | 1.58% | 14 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 398,187 | 32,870 | 0.52% | 0.52% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 374,524 | 30,916 | 0.58% | 0.58% | 16 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Equitable Holdings, Inc. | History | No change | 341,897 | 28,223 | 0.17% | 0.17% | 17 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Analysts, LLC | History | No change | 335,370 | 27,685 | 0.64% | 0.64% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 325,453 | 26,866 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 322,337 | 26,608 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | No change | 311,203 | 24,756 | 3.07% | 3.07% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 275,251 | 23,467 | 0.64% | 0.67% | 22 | -13,114 | -4.55% | Q3 2026 | Oct 05, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 268,505 | 22,165 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 255,947 | 20,910 | 2.04% | 2.04% | 24 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Planned Solutions, Inc. | History | No change | 243,037 | 20,062 | 5.75% | 5.75% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 212,535 | 17,544 | 2.29% | 2.29% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAXON INTERESTS, INC. | History | No change | 194,568 | 16,061 | 4.44% | 4.44% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D'Orazio & Associates, Inc. | History | No change | 187,575 | 15,484 | 1.79% | 1.79% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Carr Financial Group Corp | History | No change | 184,986 | 15,270 | 3.52% | 3.52% | 29 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 164,064 | 13,543 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 160,609 | 13,258 | 1.47% | 1.47% | 31 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Embree Financial Group | History | No change | 158,151 | 13,055 | 1.31% | 1.31% | 32 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Certified Advisory Corp | History | No change | 151,403 | 12,498 | 1.01% | 1.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Olde Wealth Management, LLC | History | No change | 143,651 | 11,858 | 3.36% | 3.36% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CGN Advisors LLC | History | No change | 141,881 | 11,712 | 0.86% | 0.86% | 35 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Bauman Advisory Group, LLC | History | No change | 139,714 | 11,533 | 6.11% | 6.11% | 36 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 126,294 | 10,425 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Base Wealth Management LLC | History | No change | 114,188 | 9,426 | 4.38% | 4.38% | 38 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 113,680 | 9,384 | 0.11% | 0.11% | 39 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Lakeshore Capital Group, Inc. | History | No change | 111,760 | 9,225 | 6.83% | 6.83% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Milestones Private Investment Advisors LLC | History | No change | 99,259 | 8,193 | 6.52% | 6.52% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 99,178 | 8,187 | 0.36% | 0.36% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key Client Fiduciary Advisors, LLC | History | No change | 92,535 | 7,638 | 2.2% | 2.2% | 43 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 76,464 | 6,312 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OPTIMA CAPITAL LLC | History | No change | 73,227 | 6,044 | 2.39% | 2.39% | 45 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | No change | 71,243 | 5,881 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| UPTICK PARTNERS, LLC | History | No change | 69,655 | 5,750 | 0.89% | 0.89% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 68,507 | 5,655 | 0.31% | 0.31% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 63,815 | 5,267 | 3.12% | 3.12% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | No change | 62,663 | 5,172 | 0.03% | 0.03% | 50 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 60,888 | 5,026 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avior Wealth Management, LLC | History | No change | 60,758 | 5,015 | 0.13% | 0.13% | 52 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 59,606 | 4,920 | 0.05% | 0.05% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 58,724 | 4,847 | 0.18% | 0.18% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WJ Wealth Management, LLC | History | No change | 54,133 | 4,468 | 1.76% | 1.76% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 51,118 | 4,327 | 1.29% | 1.29% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Golden State Wealth Management, LLC | History | No change | 39,009 | 3,220 | 0.29% | 0.29% | 57 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WIN ADVISORS, INC | History | No change | 38,098 | 3,144 | 1.12% | 1.12% | 58 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 36,380 | 3,003 | 1.36% | 1.36% | 59 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CALTON & ASSOCIATES, INC. | History | No change | 34,860 | 2,877 | 0.42% | 0.42% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 34,630 | 2,858 | 0.38% | 0.38% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 33,934 | 2,801 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cedar Wealth Management, LLC | History | No change | 33,633 | 2,776 | 0.71% | 0.71% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HB Wealth Management, LLC | History | No change | 32,623 | 2,693 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Belpointe Asset Management LLC | History | No change | 32,079 | 2,648 | 0.09% | 0.09% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 30,596 | 2,525 | 0.28% | 0.28% | 66 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stonebridge Wealth Management, LLC | History | No change | 29,683 | 2,450 | 2.19% | 2.19% | 67 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 28,386 | 2,343 | 0.11% | 0.11% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 28,085 | 2,318 | 0.24% | 0.24% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 27,486 | 2,268 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 25,353 | 2,093 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 23,988 | 1,980 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prospera Financial Services Inc | History | No change | 23,661 | 1,953 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WILLIAM JOHN SEMPOLINSKI | History | No change | 23,390 | 1,930 | 0.78% | 0.78% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 22,833 | 1,884 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 22,704 | 1,874 | 0.23% | 0.23% | 76 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 22,622 | 1,867 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 22,446 | 1,852 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nova Wealth Management, Inc. | History | No change | 21,819 | 1,801 | 0.99% | 0.99% | 79 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 21,714 | 1,768 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 20,938 | 1,728 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 20,599 | 1,700 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 20,285 | 1,674 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAPT WEALTH ADVISORS, LLC | History | No change | 19,832 | 1,637 | 0.54% | 0.54% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RETIREMENT CAPITAL STRATEGIES | History | No change | 19,505 | 1,610 | 0.56% | 0.56% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 19,200 | 1,584 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 18,110 | 1,495 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 17,995 | 1,485 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Disciplined Investments, LLC | History | No change | 16,766 | 1,384 | 0.45% | 0.45% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Spire Wealth Management | History | No change | 16,699 | 1,378 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Rossby Financial, LCC | History | No change | 16,554 | 1,366 | 0.25% | 0.25% | 91 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SMITH SHELLNUT WILSON LLC /ADV | History | No change | 16,189 | 1,336 | 0.5% | 0.5% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 15,999 | 1,320 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 14,867 | 1,227 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 13,762 | 1,136 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 13,111 | 1,082 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Breakwater Capital Group | History | No change | 11,740 | 969 | 0.12% | 0.12% | 97 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 10,561 | 871 | 0.41% | 0.41% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GWN SECURITIES INC. | History | No change | 8,550 | 705 | 0.12% | 0.12% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Saxony Capital Management, LLC | History | No change | 8,355 | 689 | 0.32% | 0.32% | 100 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Verdence Capital Advisors LLC | History | No change | 8,267 | 682 | 0.04% | 0.04% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TCV Trust & Wealth Management, Inc. | History | No change | 8,224 | 678 | 0.05% | 0.05% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Impact Capital Partners LLC | History | No change | 8,180 | 675 | 0.18% | 0.18% | 103 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Advyzon Investment Management, LLC | History | No change | 8,175 | 674 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | No change | 8,155 | 673 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 7,500 | 619 | 0.14% | 0.14% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 7,467 | 616 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BROWN ADVISORY INC | History | No change | 7,168 | 591 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thompson David Blair | History | No change | 7,075 | 584 | 0.29% | 0.29% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MKT Advisors LLC | History | No change | 7,243 | 580 | 0.18% | 0.18% | 110 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 6,829 | 563 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Brookstone Capital Management | History | No change | 6,563 | 541 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 6,441 | 531 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Moors & Cabot, Inc. | History | No change | 6,284 | 518 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | No change | 6,121 | 505 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Corient Private Wealth LP | History | No change | 6,008 | 495 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| KANE INVESTMENT MANAGEMENT, INC. | History | No change | 5,857 | 483 | 0.21% | 0.21% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 5,755 | 475 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Forefront Wealth Partners, LLC | History | No change | 5,703 | 470 | 0.15% | 0.15% | 119 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,690 | 469 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Qube Research & Technologies Ltd | History | No change | 5,507 | 454 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Convergence Financial, LLC | History | No change | 5,398 | 445 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,249 | 433 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SHP Wealth Management | History | No change | 5,146 | 424 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 5,130 | 423 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Csenge Advisory Group | History | No change | 4,915 | 405 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,787 | 395 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 4,760 | 392 | 0.24% | 0.24% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sowell Financial Services LLC | History | No change | 4,474 | 369 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| RFG Advisory, LLC | History | No change | 4,461 | 368 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | No change | 4,442 | 366 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Advisors Network LLC | History | No change | 4,415 | 364 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LongView Wealth Management | History | No change | 4,305 | 355 | 0.09% | 0.09% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Boston Partners | History | No change | 3,905 | 322 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sankala Group LLC | History | No change | 3,870 | 321 | 0.21% | 0.21% | 135 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 3,739 | 308 | 0.06% | 0.06% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 3,654 | 301 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wagner Wealth Management, LLC | History | No change | 3,570 | 294 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | No change | 3,372 | 278 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 3,379 | 278 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 3,366 | 277 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 3,326 | 274 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ameritas Advisory Services, LLC | History | No change | 3,187 | 263 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NWF Advisory Services Inc. | History | No change | 3,151 | 260 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ring Mountain Capital, LLC | History | No change | 3,125 | 257 | 0.11% | 0.11% | 145 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | No change | 3,049 | 251 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| City Center Advisors, LLC | History | No change | 2,962 | 244 | 0.2% | 0.2% | 147 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | No change | 2,667 | 220 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| KEYVANTAGE WEALTH, LLC | History | No change | 2,641 | 218 | 0.08% | 0.08% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,624 | 216 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 2,601 | 214 | 0.11% | 0.11% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 2,580 | 212 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Carolina Wealth Management Inc | History | No change | 2,500 | 206 | 0.09% | 0.09% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,445 | 201 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Larson Financial Group LLC | History | No change | 1,394 | 115 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bogart Wealth, LLC | History | No change | 1,200 | 99 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Regatta Research & Money Management | History | No change | 1,071 | 88 | 0.08% | 0.08% | 157 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 1,020 | 84 | 0.02% | 0.02% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Spectrum Wealth Advisory Group, LLC | History | No change | 901 | 74 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Allworth Financial LP | History | No change | 488 | 40 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 419 | 34 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ancora Advisors LLC | History | No change | 400 | 33 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JNBA Financial Advisors | History | No change | 366 | 30 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 352 | 29 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 348 | 28 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | No change | 341 | 28 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | No change | 280 | 23 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Archer Investment Corp | History | No change | 207 | 17 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 159 | 13 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 142 | 11 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Advisors, LLC | History | No change | 95 | 7 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avion Wealth | History | No change | 54 | 4 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 44 | 3 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | No change | 13 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concord Wealth Partners | History | No change | 17 | 1 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NFSG Corp | History | No change | 18 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |