iSHARES TRUST - GOVT
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.
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| 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 | 488,595,396 | 11,130,203 | 0.72% | 0.72% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 228,095,630 | 5,216,547 | 0.29% | 0.29% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 167,199,210 | 3,808,755 | 0.9% | 0.9% | 3 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 162,613,206 | 3,704,328 | 0.83% | 0.83% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 76,608,536 | 1,745,142 | 2.09% | 2.09% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 59,440,029 | 1,354,043 | 0.67% | 0.67% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 52,278,440 | 1,190,902 | 0.16% | 0.16% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 44,022,618 | 1,002,835 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 27,424,017 | 624,719 | 1.07% | 1.07% | 9 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 26,647,476 | 609,427 | 4.07% | 4.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 25,858,813 | 580,249 | 0.97% | 0.97% | 11 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BlackRock, Inc. | History | No change | 24,096,250 | 548,912 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | No change | 20,921,820 | 476,599 | 2.02% | 2.02% | 13 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fund Evaluation Group, LLC | History | No change | 18,424,626 | 419,712 | 11.33% | 11.33% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 15,819,740 | 360,373 | 1.24% | 1.24% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 11,425,544 | 260,273 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 10,888,991 | 248,051 | 0.23% | 0.23% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 10,613,855 | 242,939 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Morningstar Investment Management LLC | History | No change | 10,483,782 | 240,183 | 14.81% | 14.81% | 19 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 10,130,922 | 230,621 | 1.27% | 1.27% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nationwide Fund Advisors | History | No change | 2,123,836 | 204,822 | 8.46% | 8.46% | 21 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 8,863,673 | 201,914 | 3.71% | 3.71% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 8,583,212 | 195,525 | 0.94% | 0.94% | 23 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Jordan Park Group LLC | History | No change | 8,563,994 | 195,087 | 9.89% | 9.89% | 24 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 7,996,194 | 182,153 | 0.37% | 0.37% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 7,932,000 | 180,690 | 1.34% | 1.34% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank of New York Mellon Corp | History | No change | 7,578,563 | 172,639 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,210,378 | 164,252 | 0.32% | 0.32% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EP Wealth Advisors, LLC | History | No change | 7,063,645 | 160,909 | 0.61% | 0.61% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 6,553,412 | 149,287 | 0.93% | 0.93% | 30 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Norinchukin Bank, The | History | No change | 6,494,554 | 147,945 | 1.44% | 1.44% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 6,493,994 | 147,933 | 0.9% | 0.9% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | No change | 6,348,372 | 144,615 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 6,203,467 | 141,314 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 6,018,417 | 137,099 | 0.21% | 0.21% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 5,594,960 | 127,451 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 5,489,508 | 125,051 | 0.36% | 0.36% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 4,966,997 | 113,148 | 0.17% | 0.17% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 4,902,127 | 111,670 | 0.08% | 0.08% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wedmont Private Capital | History | No change | 4,672,099 | 105,519 | 2.89% | 2.89% | 40 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MCF Advisors LLC | History | No change | 4,572,890 | 104,170 | 3.72% | 3.72% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,399,631 | 100,223 | 0.46% | 0.46% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,230,483 | 96,370 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 3,947,369 | 89,921 | 0.42% | 0.42% | 44 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 3,911,496 | 89,103 | 2.04% | 2.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SYM FINANCIAL Corp | History | No change | 3,845,020 | 87,589 | 7.04% | 7.04% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 3,734,884 | 85,111 | 0.14% | 0.14% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,692,267 | 84,109 | 0.25% | 0.25% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,624,472 | 82,573 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 3,577,996 | 81,507 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 3,526,231 | 80,328 | 1.19% | 1.19% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 3,521,336 | 80,216 | 0.95% | 0.95% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 3,329,569 | 75,847 | 2.04% | 2.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 3,246,145 | 73,947 | 0.51% | 0.51% | 54 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,043,419 | 69,329 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 2,987,988 | 68,066 | 1.05% | 1.05% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 2,945,895 | 67,107 | 0.69% | 0.69% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,887,624 | 65,780 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,751,738 | 62,684 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,532,810 | 57,697 | 0.21% | 0.21% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 1607 Capital Partners, LLC | History | No change | 2,295,222 | 52,285 | 4.55% | 4.55% | 61 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CITIGROUP INC | History | No change | 2,118,713 | 48,264 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Dodds Wealth, LLC | History | No change | 2,039,239 | 46,453 | 10.45% | 10.45% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,967,803 | 44,826 | 0.06% | 0.06% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,925,328 | 43,859 | 0.1% | 0.1% | 65 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Focus Partners Wealth | History | No change | 1,843,887 | 42,003 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | No change | 1,767,056 | 40,253 | 0.82% | 0.82% | 67 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Heck Capital Advisors, LLC | History | No change | 1,741,058 | 39,661 | 2.37% | 2.37% | 68 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Verum Partners LLC | History | No change | 1,703,197 | 38,798 | 5.8% | 5.8% | 69 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 1,657,284 | 37,752 | 0.45% | 0.45% | 70 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CreativeOne Wealth, LLC | History | No change | 1,607,356 | 36,615 | 0.79% | 0.79% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Foster Group, Inc. | History | No change | 1,564,093 | 35,630 | 0.95% | 0.95% | 72 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| JB Capital LLC | History | No change | 1,544,278 | 35,178 | 1.22% | 1.22% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Blueprint, LLC | History | No change | 1,526,575 | 34,775 | 1.74% | 1.74% | 74 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vise Technologies, Inc. | History | No change | 1,524,956 | 34,738 | 0.39% | 0.39% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arax Advisory Partners | History | No change | 1,516,171 | 34,538 | 0.23% | 0.23% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 1,439,540 | 32,792 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Equitable Holdings, Inc. | History | No change | 1,438,410 | 32,767 | 0.2% | 0.2% | 78 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 1,418,814 | 32,320 | 1.01% | 1.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cerity Partners LLC | History | No change | 1,415,306 | 32,240 | 0.04% | 0.04% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| 3EDGE Asset Management, LP | History | No change | 1,414,914 | 32,231 | 1.44% | 1.44% | 81 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 1,403,983 | 31,982 | 3.57% | 3.57% | 82 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ascent Group, LLC | History | No change | 1,368,476 | 31,173 | 0.93% | 0.93% | 83 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| US BANCORP \DE\ | History | No change | 1,349,783 | 30,748 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,340,500 | 30,536 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 1,328,466 | 30,262 | 0.29% | 0.29% | 86 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sharkey, Howes & Javer | History | No change | 1,313,251 | 29,915 | 3.61% | 3.61% | 87 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Acorns Advisers, LLC | History | No change | 1,289,961 | 29,385 | 0.19% | 0.19% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 1,275,472 | 29,055 | 0.35% | 0.35% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 1,250,000 | 28,475 | 1.13% | 1.13% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 1,214,016 | 27,655 | 2.75% | 2.75% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,204,706 | 27,443 | 0.15% | 0.15% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trilogy Capital Inc. | History | No change | 1,186,819 | 27,035 | 1.05% | 1.05% | 93 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Lifeworks Advisors, LLC | History | No change | 1,184,445 | 26,981 | 2.83% | 2.83% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,183,233 | 26,954 | 0.04% | 0.04% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CUTLER INVESTMENT COUNSEL LLC | History | No change | 1,149,762 | 26,191 | 2.47% | 2.47% | 96 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Atria Investments, Inc | History | No change | 1,136,935 | 25,899 | 0.26% | 0.26% | 97 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 1,121,539 | 25,548 | 0.24% | 0.24% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 1,092,317 | 24,882 | 0.46% | 0.46% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Genus Capital Management Inc. | History | No change | 1,087,346 | 24,769 | 2.44% | 2.44% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Investment Advisors / MI | History | No change | 1,084,684 | 24,709 | 1.49% | 1.49% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DDFG, Inc | History | No change | 1,053,127 | 23,990 | 4.76% | 4.76% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SteelPeak Wealth, LLC | History | No change | 1,050,429 | 23,928 | 0.62% | 0.62% | 103 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 959,649 | 21,861 | 0.17% | 0.17% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 939,632 | 21,404 | 0.33% | 0.33% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMERCE BANK | History | No change | 937,112 | 21,347 | 0.09% | 0.09% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Juno Financial Group LLC | History | No change | 927,750 | 21,134 | 7.49% | 7.49% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baird Financial Group, Inc. | History | No change | 918,206 | 20,916 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 912,153 | 20,778 | 1.03% | 1.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Westshore Wealth, LLC | History | No change | 899,561 | 20,491 | 6.36% | 6.36% | 110 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Annandale Capital, LLC | History | No change | 875,351 | 19,940 | 2.72% | 2.72% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 880,067 | 19,936 | 2.62% | 2.62% | 112 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 866,864 | 19,747 | 0.15% | 0.15% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 861,989 | 19,636 | 0.4% | 0.4% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key FInancial Inc | History | No change | 861,313 | 19,620 | 3.21% | 3.21% | 115 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Envision Financial Planning, LLC | History | No change | 847,680 | 19,310 | 6.28% | 6.28% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pettinga Financial Advisors LLC | History | No change | 835,484 | 19,032 | 3.05% | 3.05% | 117 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Snider Financial Group | History | No change | 832,801 | 18,971 | 4.83% | 4.83% | 118 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 830,475 | 18,918 | 2.94% | 2.94% | 119 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 825,593 | 18,807 | 0.12% | 0.12% | 120 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| MGO ONE SEVEN LLC | History | No change | 824,638 | 18,785 | 0.31% | 0.31% | 121 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Roberts Financial Services LLC | History | No change | 820,077 | 18,681 | 5.47% | 5.47% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 819,652 | 18,597 | 1.24% | 1.24% | 123 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| &PARTNERS | History | No change | 809,711 | 18,499 | 0.08% | 0.08% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 768,174 | 17,499 | 0.23% | 0.23% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 758,976 | 17,289 | 0.62% | 0.62% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 754,954 | 17,197 | 0.09% | 0.09% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JT Stratford LLC | History | No change | 739,452 | 16,844 | 1.85% | 1.85% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arcadia Wealth Management, LLC | History | No change | 729,380 | 16,615 | 5.22% | 5.22% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Topel & Distasi Wealth Management, LLC | History | No change | 687,708 | 15,665 | 7.56% | 7.56% | 130 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Savant Capital, LLC | History | No change | 684,975 | 15,602 | 0.05% | 0.05% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NorthRock Partners, LLC | History | No change | 682,331 | 15,543 | 0.23% | 0.23% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 678,839 | 15,453 | 0.29% | 0.29% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | No change | 658,297 | 14,995 | 1.51% | 1.51% | 134 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Gotham Asset Management, LLC | History | No change | 654,307 | 14,905 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 651,153 | 14,833 | 5.34% | 5.34% | 136 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 647,842 | 14,757 | 0.95% | 0.95% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kelly Financial Services LLC | History | No change | 646,386 | 14,724 | 3.15% | 3.15% | 138 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Shepherd Financial Partners LLC | History | No change | 640,815 | 14,597 | 1.2% | 1.2% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisor Group, LLC | History | No change | 629,015 | 14,328 | 0.07% | 0.07% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 628,739 | 14,322 | 0.86% | 0.86% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Perigon Wealth Management, LLC | History | No change | 624,075 | 14,216 | 0.22% | 0.22% | 142 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 613,825 | 13,982 | 0.12% | 0.12% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 611,164 | 13,922 | 0.49% | 0.49% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STAR Financial Bank | History | No change | 607,625 | 13,841 | 5.64% | 5.64% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stone House Investment Management, LLC | History | No change | 606,615 | 13,818 | 1.84% | 1.84% | 146 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lineweaver Wealth Advisors, LLC | History | No change | 598,663 | 13,637 | 1.61% | 1.61% | 147 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| SCS Capital Management LLC | History | No change | 595,973 | 13,576 | 0.13% | 0.13% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Addison Capital Co | History | No change | 590,216 | 13,445 | 2.2% | 2.2% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| One Wealth Advisors, LLC | History | No change | 583,146 | 13,284 | 1.47% | 1.47% | 150 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MMA ASSET MANAGEMENT LLC | History | No change | 579,075 | 13,191 | 4.2% | 4.2% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mariner, LLC | History | No change | 563,429 | 12,834 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 558,067 | 12,712 | 2.17% | 2.17% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 548,054 | 12,484 | 0.74% | 0.74% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hirtle & Co., LLC | History | No change | 546,775 | 12,455 | 0.41% | 0.41% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ALLIANCE, LLC | History | No change | 536,417 | 12,219 | 1.02% | 1.02% | 156 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mutual Advisors, LLC | History | No change | 521,849 | 11,887 | 0.22% | 0.22% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 519,418 | 11,832 | 0.23% | 0.23% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Capital Advisors, LLC | History | No change | 513,973 | 11,708 | 4.76% | 4.76% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STOLZ & ASSOCIATES, PS | History | No change | 500,701 | 11,405 | 7.12% | 7.12% | 160 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Trek Financial, LLC | History | No change | 489,541 | 11,151 | 0.55% | 0.55% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 493,694 | 11,117 | 0.19% | 0.19% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 493,694 | 11,117 | 0.19% | 0.19% | 163 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Wealth Management | History | Reduced | 497,893 | 10,888 | 4.79% | 6.83% | 164 | -178,586 | -26.4% | Q3 2026 | Oct 05, 2026 |
| Phoenix Wealth Advisors | History | No change | 473,607 | 10,788 | 3.64% | 3.64% | 165 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Regal Investment Advisors LLC | History | No change | 471,560 | 10,742 | 0.56% | 0.56% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WETZEL INVESTMENT ADVISORS, INC. | History | No change | 466,531 | 10,627 | 3.68% | 3.68% | 167 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cerity Partners OCIO LLC | History | No change | 466,476 | 10,626 | 0.54% | 0.54% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Montecito Bank & Trust | History | Added to | 482,821 | 10,559 | 1.6% | 1.64% | 169 | +274 | 0.06% | Q3 2026 | Oct 01, 2026 |
| Seascape Capital Management | History | No change | 461,624 | 10,516 | 2.52% | 2.52% | 170 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| a16z Perennial Management, L.P. | History | No change | 459,986 | 10,478 | 0.85% | 0.85% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Fairlight Advisors | History | No change | 458,746 | 10,450 | 8.52% | 8.52% | 172 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stokes Family Office, LLC | History | No change | 457,706 | 10,426 | 1.22% | 1.22% | 173 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TSA Wealth Managment LLC | History | No change | 442,717 | 10,085 | 2.85% | 2.85% | 174 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Westfuller Advisors, LLC | History | No change | 439,520 | 10,012 | 3.64% | 3.64% | 175 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arkadios Wealth Advisors | History | No change | 433,748 | 9,880 | 0.15% | 0.15% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Analysts, LLC | History | No change | 430,843 | 9,814 | 0.23% | 0.23% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Brookstone Capital Management | History | No change | 428,427 | 9,759 | 0.1% | 0.1% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FFG RETIREMENT ADVISORS LLC | History | No change | 423,991 | 9,658 | 5.11% | 5.11% | 179 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cardinal Strategic Wealth Guidance | History | No change | 418,426 | 9,531 | 2.16% | 2.16% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 415,136 | 9,487 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Itau Unibanco Holding S.A. | History | No change | 415,293 | 9,460 | 0.18% | 0.18% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 413,219 | 9,408 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 410,396 | 9,348 | 0.1% | 0.1% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ONE Advisory Partners, LLC | History | No change | 406,771 | 9,266 | 2.52% | 2.52% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRUDENTIAL PLC | History | No change | 403,210 | 9,185 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 402,300 | 9,164 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 397,744 | 9,060 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 395,336 | 9,005 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Spectrum Strategic Capital Management, LLC | History | No change | 388,234 | 8,843 | 4.38% | 4.38% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 387,987 | 8,838 | 0.1% | 0.1% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Traveka Wealth, LLC | History | No change | 386,951 | 8,814 | 2.93% | 2.93% | 192 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SWP FINANCIAL LLC | History | No change | 380,597 | 8,670 | 4.01% | 4.01% | 193 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 371,787 | 8,469 | 1.33% | 1.33% | 194 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Madson Wealth Advisors Inc | History | No change | 362,918 | 8,267 | 5.62% | 5.62% | 195 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| True North Advisors, LLC | History | No change | 359,346 | 8,185 | 0.78% | 0.78% | 196 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 356,861 | 8,129 | 0.1% | 0.1% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Peak Wealth Management LLC | History | No change | 356,494 | 8,120 | 5.7% | 5.7% | 198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Henderson Brothers Financial Partners, LLC | History | No change | 351,555 | 8,008 | 3.79% | 3.79% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 347,838 | 7,923 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 347,722 | 7,921 | 0.72% | 0.72% | 201 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 346,706 | 7,897 | 2.71% | 2.71% | 202 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Synergy Investment Management, LLC | History | No change | 343,109 | 7,816 | 1.89% | 1.89% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 343,024 | 7,814 | 1.58% | 1.58% | 204 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Coign Capital Advisors LLC | History | No change | 340,171 | 7,749 | 3.49% | 3.49% | 205 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PAX Financial Group, LLC | History | No change | 338,975 | 7,721 | 1.15% | 1.15% | 206 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 339,541 | 7,719 | 0.05% | 0.05% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arch Global Advisors, LLC | History | No change | 337,663 | 7,691 | 3.4% | 3.4% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| World Investment Advisors | History | No change | 335,094 | 7,655 | 0.13% | 0.13% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 329,833 | 7,513 | 0.45% | 0.45% | 210 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Archer Investment Management, LLC | History | No change | 329,090 | 7,496 | 2.56% | 2.56% | 211 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Arrowroot Family Office, LLC | History | No change | 327,477 | 7,459 | 2.14% | 2.14% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 326,927 | 7,447 | 2.12% | 2.12% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 319,340 | 7,274 | 0.08% | 0.08% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 317,486 | 7,232 | 1.67% | 1.67% | 215 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 317,463 | 7,231 | 2.27% | 2.27% | 216 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Invst, LLC | History | No change | 316,938 | 7,219 | 0.7% | 0.7% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SigFig Wealth Management, LLC | History | No change | 314,903 | 7,201 | 0.19% | 0.19% | 218 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Keystone Financial Services | History | No change | 316,119 | 7,201 | 1.85% | 1.85% | 219 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BCGM Wealth Management, LLC | History | No change | 315,310 | 7,182 | 1.52% | 1.52% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Rothschild Wealth LLC | History | No change | 314,534 | 7,165 | 0.57% | 0.57% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners Retirement Plan Advisors LLC | History | No change | 309,532 | 7,075 | 2.96% | 2.96% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 308,865 | 7,035 | 0.17% | 0.17% | 223 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| McNaughton Wealth Management, LLC | History | No change | 308,636 | 7,030 | 2.5% | 2.5% | 224 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sovran Advisors, LLC | History | No change | 311,887 | 7,015 | 0.52% | 0.52% | 225 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 301,630 | 6,910 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 302,014 | 6,880 | 0.03% | 0.03% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Family Capital Trust Co | History | No change | 301,903 | 6,874 | 2.24% | 2.24% | 228 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 299,493 | 6,822 | 0.28% | 0.28% | 229 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 297,456 | 6,776 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FINANCIAL MANAGEMENT NETWORK INC | History | No change | 291,999 | 6,607 | 0.95% | 0.95% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cobblestone Asset Management LLC | History | No change | 288,832 | 6,579 | 2.74% | 2.74% | 232 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 288,498 | 6,571 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 287,911 | 6,558 | 3.76% | 3.76% | 234 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Simplicity Wealth,LLC | History | No change | 287,718 | 6,554 | 0.22% | 0.22% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Blue Trust, Inc. | History | No change | 287,257 | 6,543 | 0.07% | 0.07% | 236 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Legacy Financial Group LLC | History | No change | 285,832 | 6,511 | 0.73% | 0.73% | 237 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 283,562 | 6,459 | 1.45% | 1.45% | 238 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 283,172 | 6,450 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | No change | 283,058 | 6,448 | 1.57% | 1.57% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 280,614 | 6,392 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 278,657 | 6,347 | 0.13% | 0.13% | 242 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hilltop Holdings Inc. | History | No change | 276,895 | 6,307 | 0.49% | 0.49% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 276,489 | 6,298 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Center For Asset Management LLC | History | No change | 276,384 | 6,296 | 2.79% | 2.79% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 271,524 | 6,185 | 1.95% | 1.95% | 246 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Privium Fund Management (UK) Ltd | History | No change | 269,080 | 6,153 | 2.56% | 2.56% | 247 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PFG Advisors | History | No change | 268,267 | 6,111 | 0.31% | 0.31% | 248 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Fairtree Asset Management (Pty) Ltd | History | No change | 264,514 | 6,025 | 2.31% | 2.31% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 263,866 | 6,010 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 259,263 | 5,872 | 1.98% | 1.98% | 251 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 257,154 | 5,857 | 0.68% | 0.68% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinion Investment Advisors, LLC | History | No change | 256,039 | 5,832 | 1.11% | 1.11% | 253 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Daviman Financial, LLC | History | No change | 249,508 | 5,683 | 3.14% | 3.14% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlatl Advisers LLC | History | No change | 247,655 | 5,641 | 1.34% | 1.34% | 255 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 246,995 | 5,626 | 0.35% | 0.35% | 256 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 246,181 | 5,608 | 2.51% | 2.51% | 257 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 244,533 | 5,570 | 0.09% | 0.09% | 258 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JPL Wealth Management, LLC | History | No change | 243,965 | 5,557 | 1.1% | 1.1% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cypress Wealth Services, LLC | History | No change | 243,728 | 5,552 | 0.68% | 0.68% | 260 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 241,957 | 5,533 | 0.18% | 0.18% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KWB Wealth | History | No change | 242,255 | 5,518 | 0.47% | 0.47% | 262 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 240,628 | 5,481 | 1.33% | 1.33% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SEEDS INVESTOR LLC | History | No change | 240,454 | 5,477 | 0.56% | 0.56% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 238,091 | 5,423 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHOREO, LLC | History | No change | 236,265 | 5,382 | 0.06% | 0.06% | 266 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| West Wealth Group, LLC | History | No change | 232,206 | 5,289 | 0.87% | 0.87% | 267 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Storen Legacy Partners, LLC | History | No change | 228,310 | 5,200 | 1.42% | 1.42% | 268 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 223,569 | 5,092 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TSFG, LLC | History | No change | 223,459 | 5,090 | 0.64% | 0.64% | 270 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Drucker Wealth 3.0, LLC | History | No change | 222,675 | 5,072 | 0.8% | 0.8% | 271 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Detalus Advisors, LLC | History | No change | 222,323 | 5,064 | 0.99% | 0.99% | 272 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WCG Wealth Advisors LLC | History | No change | 220,236 | 5,016 | 0.12% | 0.12% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 217,888 | 4,991 | 0.62% | 0.62% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Portside Wealth Group, LLC | History | No change | 217,927 | 4,964 | 0.58% | 0.58% | 275 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | No change | 216,785 | 4,938 | 4.18% | 4.18% | 276 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Counsel, LLC | History | No change | 215,293 | 4,904 | 0.61% | 0.61% | 277 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 214,097 | 4,877 | 0.14% | 0.14% | 278 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Connecticut Capital Management Group, LLC | History | No change | 212,598 | 4,842 | 3.9% | 3.9% | 279 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Perennial Investment Advisors, LLC | History | No change | 212,348 | 4,837 | 0.32% | 0.32% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 210,327 | 4,791 | 1.09% | 1.09% | 281 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 210,310 | 4,790 | 0.23% | 0.23% | 282 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Plancorp, LLC | History | No change | 212,495 | 4,785 | 0.12% | 0.12% | 283 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Crabel Capital Management, LLC | History | No change | 209,762 | 4,778 | 3.49% | 3.49% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | No change | 208,974 | 4,760 | 1.34% | 1.34% | 285 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Range Financial Group LLC | History | No change | 205,901 | 4,690 | 1.28% | 1.28% | 286 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WealthShield Partners, LLC | History | No change | 205,853 | 4,689 | 0.72% | 0.72% | 287 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Chatterton & Associates Inc. | History | No change | 203,659 | 4,602 | 2.71% | 2.71% | 288 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Stonekeep Investments, LLC | History | No change | 198,431 | 4,520 | 2.63% | 2.63% | 289 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 198,231 | 4,515 | 1.23% | 1.23% | 290 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 197,003 | 4,487 | 0.44% | 0.44% | 291 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Vertex Planning Partners, LLC | History | No change | 196,731 | 4,481 | 0.67% | 0.67% | 292 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Founders Financial Alliance, LLC | History | No change | 196,465 | 4,475 | 0.59% | 0.59% | 293 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Shira Ridge Wealth Management | History | No change | 195,392 | 4,451 | 1.55% | 1.55% | 294 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 194,766 | 4,436 | 1.53% | 1.53% | 295 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ullmann Wealth Partners Group, LLC | History | No change | 194,716 | 4,435 | 0.4% | 0.4% | 296 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | No change | 194,208 | 4,424 | 3.28% | 3.28% | 297 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Planning Group LLC | History | No change | 194,584 | 4,377 | 0.55% | 0.55% | 298 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MATHER GROUP, LLC. | History | No change | 190,404 | 4,337 | 0.04% | 0.04% | 299 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wealthfront Advisers LLC | History | No change | 189,877 | 4,325 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |