iSHARES TRUST - HDV
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 | 20,579,379 | 564,080 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 17,370,883 | 476,135 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 16,884,985 | 462,817 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 7,979,758 | 218,725 | 0.03% | 0.03% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,470,281 | 199,546 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 7,016,198 | 192,313 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 6,638,509 | 183,820 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,282,053 | 174,938 | 0.07% | 0.07% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 6,338,436 | 173,736 | 0.03% | 0.03% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,135,794 | 168,182 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 4,529,592 | 124,156 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 4,486,897 | 122,986 | 0.24% | 0.24% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 3,569,010 | 100,824 | 3.62% | 3.62% | 13 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cetera Investment Advisers | History | No change | 3,542,948 | 97,112 | 0.09% | 0.09% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 3,340,337 | 91,558 | 0.27% | 0.27% | 15 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,178,190 | 87,114 | 0.11% | 0.11% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BlackRock, Inc. | History | No change | 3,147,076 | 86,261 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,959,921 | 81,085 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,883,622 | 79,040 | 0.09% | 0.09% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 2,535,010 | 69,484 | 0.02% | 0.02% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 2,307,284 | 63,242 | 3.43% | 3.43% | 21 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mariner, LLC | History | No change | 2,145,662 | 58,815 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 2,088,507 | 57,248 | 0.07% | 0.07% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 2,050,948 | 56,216 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,721,703 | 47,191 | 0.1% | 0.1% | 25 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,490,723 | 40,860 | 0.21% | 0.21% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 1,377,900 | 37,768 | 0.03% | 0.03% | 27 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Private Advisor Group, LLC | History | No change | 1,361,188 | 37,310 | 0.17% | 0.17% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Townsend & Associates, Inc | History | No change | 1,311,868 | 36,968 | 3.15% | 3.15% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | No change | 1,219,092 | 33,415 | 0.6% | 0.6% | 30 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| REGIMEN WEALTH, LLC | History | No change | 1,203,858 | 32,997 | 8.89% | 8.89% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1,180,822 | 32,366 | 0.74% | 0.74% | 32 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,151,334 | 31,891 | 0.05% | 0.05% | 33 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,101,619 | 30,195 | 0.1% | 0.1% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,080,660 | 29,620 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,016,944 | 27,874 | 0.19% | 0.19% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 992,912 | 27,216 | 0.06% | 0.06% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | No change | 910,132 | 24,946 | 11.63% | 11.63% | 38 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 894,746 | 24,524 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SWEENEY & MICHEL, LLC | History | No change | 836,134 | 24,063 | 6.32% | 6.32% | 40 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Simmons Bank | History | No change | 872,596 | 23,917 | 1.36% | 1.36% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atwater Malick LLC | History | No change | 860,904 | 23,597 | 5.14% | 5.14% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 845,826 | 23,184 | 1.97% | 1.97% | 43 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 842,993 | 23,106 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | No change | 826,398 | 22,651 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HB Wealth Management, LLC | History | No change | 819,098 | 22,451 | 0.13% | 0.13% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wharton Business Group, LLC | History | No change | 799,575 | 21,916 | 0.73% | 0.73% | 47 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Waverly Advisors, LLC | History | No change | 791,070 | 21,683 | 0.13% | 0.13% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 765,835 | 20,991 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 692,567 | 18,983 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Cerity Partners LLC | History | No change | 684,558 | 18,763 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Columbia River Financial Group, LLC | History | No change | 632,009 | 17,323 | 9.3% | 9.3% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 622,619 | 17,065 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 620,715 | 17,013 | 4.21% | 4.21% | 54 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HighTower Advisors, LLC | History | No change | 608,957 | 16,691 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 594,785 | 16,303 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lantz Financial LLC | History | No change | 585,336 | 16,044 | 2.94% | 2.94% | 57 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Adirondack Capital Advisors, LLC | History | No change | 570,043 | 15,624 | 8.38% | 8.38% | 58 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 532,000 | 14,582 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 503,597 | 13,806 | 0.04% | 0.04% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kapstone Financial Advisors LLC | History | No change | 498,717 | 13,669 | 5.72% | 5.72% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | No change | 487,499 | 13,362 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 480,585 | 13,172 | 0.1% | 0.1% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 479,931 | 13,154 | 1.17% | 1.17% | 64 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COURIER CAPITAL LLC | History | No change | 477,335 | 13,083 | 0.65% | 0.65% | 65 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Atria Investments, Inc | History | No change | 475,848 | 13,042 | 0.13% | 0.13% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 475,468 | 13,032 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 461,508 | 12,649 | 0.14% | 0.14% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 458,277 | 12,561 | 1.23% | 1.23% | 69 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | No change | 439,320 | 12,041 | 1.42% | 1.42% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 410,680 | 11,256 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 402,591 | 11,035 | 0.57% | 0.57% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Base Wealth Management LLC | History | No change | 380,207 | 10,421 | 4.85% | 4.85% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Smithfield Trust Co | History | No change | 376,569 | 10,316 | 0.41% | 0.41% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 374,778 | 10,272 | 0.65% | 0.65% | 75 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Financial Perspectives, Inc | History | No change | 374,187 | 10,256 | 2.5% | 2.5% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 357,709 | 9,804 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 349,061 | 9,567 | 3.2% | 3.2% | 78 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Forefront Analytics, LLC | History | No change | 342,756 | 9,394 | 10.21% | 10.21% | 79 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 336,832 | 9,232 | 0.14% | 0.14% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 336,191 | 9,214 | 0.06% | 0.06% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 333,872 | 9,151 | 0.09% | 0.09% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 326,297 | 8,943 | 0.41% | 0.41% | 83 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gotham Asset Management, LLC | History | No change | 323,140 | 8,857 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 313,524 | 8,593 | 0.28% | 0.28% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 304,531 | 8,347 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 304,349 | 8,342 | 6.38% | 6.38% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 299,888 | 8,219 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 298,144 | 8,172 | 0.1% | 0.1% | 89 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 296,320 | 8,122 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 293,870 | 8,056 | 0.06% | 0.06% | 91 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| COWA, LLC | History | No change | 287,720 | 7,886 | 1.98% | 1.98% | 92 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DAVENPORT & Co LLC | History | No change | 285,061 | 7,813 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 284,502 | 7,798 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arax Advisory Partners | History | No change | 281,487 | 7,715 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sigma Planning Corp | History | No change | 279,010 | 7,647 | 0.19% | 0.19% | 96 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gray Private Wealth, LLC | History | No change | 278,649 | 7,637 | 3.3% | 3.3% | 97 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 273,540 | 7,497 | 0.15% | 0.15% | 98 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Corient Private Wealth LP | History | No change | 271,194 | 7,433 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 269,724 | 7,393 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 265,075 | 7,265 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 260,006 | 7,126 | 0.09% | 0.09% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Advisor OS, LLC | History | No change | 259,472 | 7,112 | 0.47% | 0.47% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | No change | 255,394 | 7,000 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial Group, Inc. | History | No change | 254,210 | 6,967 | 3.01% | 3.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| &PARTNERS | History | No change | 253,401 | 6,945 | 0.03% | 0.03% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MJP ASSOCIATES INC /ADV | History | No change | 252,467 | 6,920 | 0.76% | 0.76% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MEMBERS CAPITAL ADVISORS INC | History | No change | 248,675 | 6,816 | 5.85% | 5.85% | 108 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Virtue Capital Management, LLC | History | No change | 241,147 | 6,609 | 0.88% | 0.88% | 109 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Wealth Partners, LLC | History | No change | 240,773 | 6,599 | 0.94% | 0.94% | 110 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 237,590 | 6,512 | 0.83% | 0.83% | 111 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Paller Financial Services Inc | History | No change | 230,773 | 6,325 | 4.73% | 4.73% | 112 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 228,901 | 6,274 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aureum Wealth Management, LLC | History | No change | 223,474 | 6,125 | 3.8% | 3.8% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornerstone Planning, LLC | History | No change | 219,625 | 6,019 | 1.39% | 1.39% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 216,393 | 5,931 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 213,758 | 5,859 | 0.59% | 0.59% | 117 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IHT Wealth Management, LLC | History | No change | 211,757 | 5,804 | 0.12% | 0.12% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 208,811 | 5,723 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JB Capital LLC | History | No change | 204,080 | 5,593 | 0.19% | 0.19% | 120 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Embree Financial Group | History | No change | 201,347 | 5,518 | 0.55% | 0.55% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Farrow Financial, Inc. | History | No change | 198,603 | 5,443 | 2.91% | 2.91% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 197,526 | 5,414 | 3.66% | 3.66% | 123 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 193,852 | 5,313 | 0.71% | 0.71% | 124 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | No change | 193,560 | 5,305 | 0.08% | 0.08% | 125 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Viaable, LLC | History | No change | 189,809 | 5,202 | 4.32% | 4.32% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kensington Asset Management, LLC | History | No change | 188,695 | 5,172 | 0.28% | 0.28% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 188,590 | 5,169 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 188,448 | 5,165 | 1.84% | 1.84% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | No change | 187,624 | 5,142 | 1.2% | 1.2% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AtlasMark Financial, Inc | History | No change | 186,551 | 5,113 | 2.52% | 2.52% | 131 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 184,444 | 5,055 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 183,493 | 5,029 | 0.38% | 0.38% | 133 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 182,284 | 4,996 | 0.19% | 0.19% | 134 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Focus Partners Wealth | History | No change | 177,235 | 4,858 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 175,483 | 4,809 | 0.17% | 0.17% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 170,098 | 4,662 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GODSEY & GIBB, INC | History | No change | 169,863 | 4,655 | 0.38% | 0.38% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | History | No change | 167,400 | 4,588 | 2.07% | 2.07% | 139 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Shulman DeMeo Asset Management LLC | History | No change | 163,436 | 4,479 | 0.84% | 0.84% | 140 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 162,111 | 4,443 | 0.52% | 0.52% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 160,794 | 4,407 | 0.42% | 0.42% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wolff Financial Management LLC | History | No change | 159,370 | 4,368 | 0.87% | 0.87% | 143 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| J2 Capital Management Inc | History | No change | 159,275 | 4,365 | 2.93% | 2.93% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Independent Solutions Wealth Management, LLC | History | No change | 156,463 | 4,288 | 0.56% | 0.56% | 145 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 155,363 | 4,262 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 155,283 | 4,256 | 0.06% | 0.06% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAI Capital Management | History | No change | 151,254 | 4,145 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 148,186 | 4,061 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 148,025 | 4,057 | 0.15% | 0.15% | 150 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allen Investment Management, LLC | History | No change | 145,975 | 4,001 | 0.05% | 0.05% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 145,863 | 3,998 | 0.07% | 0.07% | 152 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gallagher Capital Advisors, LLC | History | No change | 145,302 | 3,982 | 2.28% | 2.28% | 153 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 143,326 | 3,928 | 0.12% | 0.12% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 140,342 | 3,846 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 138,897 | 3,807 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 137,445 | 3,767 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 44,561 | 3,761 | 0.45% | 0.45% | 158 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 134,695 | 3,691 | 0.32% | 0.32% | 159 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 132,302 | 3,626 | 0.46% | 0.46% | 160 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Diversify Advisory Services, LLC | History | No change | 124,327 | 3,573 | 0.06% | 0.06% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 124,327 | 3,573 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| High Point Wealth Management, LLC | History | No change | 130,155 | 3,567 | 2.92% | 2.92% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 126,975 | 3,480 | 0.32% | 0.32% | 164 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 126,555 | 3,468 | 0.86% | 0.86% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 125,875 | 3,450 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 125,003 | 3,425 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| World Investment Advisors | History | No change | 35,845 | 3,416 | 0.06% | 0.06% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 122,830 | 3,366 | 0.07% | 0.07% | 169 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Investment Research Partners LLC | History | No change | 122,482 | 3,357 | 1.14% | 1.14% | 170 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CRA Financial Services, LLC | History | No change | 120,651 | 3,307 | 0.38% | 0.38% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| GTS SECURITIES LLC | History | No change | 120,556 | 3,304 | 0.07% | 0.07% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Associates, Inc. | History | No change | 119,144 | 3,265 | 0.9% | 0.9% | 173 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Auto-Owners Insurance Co | History | No change | 119,000 | 3,261 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 118,065 | 3,236 | 0.15% | 0.15% | 175 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PlanVest Financial, Inc | History | No change | 117,358 | 3,216 | 2.15% | 2.15% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 114,327 | 3,134 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GSG Advisors LLC | History | No change | 113,825 | 3,119 | 0.69% | 0.69% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 111,976 | 3,069 | 0.65% | 0.65% | 179 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 111,092 | 3,045 | 0.87% | 0.87% | 180 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 110,800 | 3,037 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ironwood Financial, llc | History | No change | 106,403 | 2,971 | 0.47% | 0.47% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FC Advisory LLC | History | No change | 107,781 | 2,954 | 0.78% | 0.78% | 183 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 107,643 | 2,950 | 0.67% | 0.67% | 184 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Merit Financial Group, LLC | History | No change | 106,815 | 2,927 | 0.02% | 0.02% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 106,530 | 2,919 | 0.16% | 0.16% | 186 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Calamos Wealth Management LLC | History | No change | 106,225 | 2,911 | 0.09% | 0.09% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Tidal Investments LLC | History | No change | 105,698 | 2,897 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 105,170 | 2,882 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| American State Bank (Iowa) | History | No change | 105,028 | 2,878 | 1.17% | 1.17% | 190 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Squared Financial LLC | History | No change | 104,916 | 2,875 | 1.88% | 1.88% | 191 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Smartleaf Asset Management LLC | History | No change | 101,266 | 2,804 | 0.09% | 0.09% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Indivisible Partners | History | No change | 102,237 | 2,802 | 0.16% | 0.16% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Frisch Financial Group, Inc. | History | No change | 101,589 | 2,784 | 0.48% | 0.48% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Formidable Asset Management, LLC | History | No change | 20,444 | 2,774 | 0.44% | 0.44% | 195 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Klingman & Associates, LLC | History | No change | 100,967 | 2,767 | 0.12% | 0.12% | 196 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 100,915 | 2,766 | 0.15% | 0.15% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Atlas Private Wealth Advisors | History | No change | 99,878 | 2,737 | 0.6% | 0.6% | 198 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Csenge Advisory Group | History | No change | 99,529 | 2,728 | 0.11% | 0.11% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 99,085 | 2,716 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 98,704 | 2,705 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Valmark Advisers, Inc. | History | No change | 97,997 | 2,686 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORDEN GROUP LLC | History | No change | 97,665 | 2,676 | 0.22% | 0.22% | 203 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bernardo Wealth Planning LLC | History | No change | 97,153 | 2,662 | 0.45% | 0.45% | 204 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| WCG Wealth Advisors LLC | History | No change | 96,758 | 2,652 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SHRIER WEALTH MANAGEMENT, LLC | History | No change | 96,107 | 2,634 | 0.89% | 0.89% | 206 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Western Wealth Management, LLC | History | No change | 95,580 | 2,619 | 0.09% | 0.09% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RIDGECREST WEALTH PARTNERS, LLC | History | No change | 95,357 | 2,613 | 1.26% | 1.26% | 208 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Broussard Financial Group LLC | History | No change | 94,829 | 2,599 | 2.08% | 2.08% | 209 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 94,810 | 2,598 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Keystone Financial Planning, Inc. | History | No change | 94,568 | 2,592 | 0.67% | 0.67% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 91,490 | 2,569 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Goldstone Financial Group, LLC | History | No change | 92,907 | 2,546 | 0.23% | 0.23% | 213 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EP Wealth Advisors, LLC | History | No change | 92,653 | 2,539 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ellis Investment Partners, LLC | History | No change | 92,478 | 2,534 | 0.38% | 0.38% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TruNorth Capital Management, LLC | History | No change | 92,435 | 2,533 | 0.41% | 0.41% | 216 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sowell Financial Services LLC | History | No change | 91,501 | 2,508 | 0.08% | 0.08% | 217 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 91,477 | 2,507 | 0.04% | 0.04% | 218 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 91,188 | 2,499 | 1.51% | 1.51% | 219 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 90,304 | 2,475 | 0.17% | 0.17% | 220 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 89,609 | 2,456 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 89,134 | 2,443 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sowa Financial Group, Inc. | History | No change | 89,118 | 2,443 | 1.14% | 1.14% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crews Bank & Trust | History | No change | 89,015 | 2,439 | 0.32% | 0.32% | 224 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Concord Wealth Partners | History | No change | 87,377 | 2,395 | 0.27% | 0.27% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 86,893 | 2,381 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Apex Wealth Management, LLC | History | No change | 86,747 | 2,377 | 1.45% | 1.45% | 227 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cresset Asset Management, LLC | History | No change | 86,690 | 2,376 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 83,336 | 2,366 | 0.05% | 0.05% | 229 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Investment Advisory Group, LLC | History | No change | 86,195 | 2,362 | 0.51% | 0.51% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HFG Advisors, Inc. | History | No change | 86,061 | 2,358 | 1.47% | 1.47% | 231 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CHOREO, LLC | History | No change | 85,021 | 2,330 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 84,338 | 2,311 | 0.02% | 0.02% | 233 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | No change | 84,000 | 2,302 | 0.55% | 0.55% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 83,889 | 2,299 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 83,497 | 2,288 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAELIPSKIE PARTNERSHIP | History | No change | 83,065 | 2,276 | 0.86% | 0.86% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 82,875 | 2,271 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Fiduciary Group, LLC | History | No change | 82,665 | 2,265 | 0.18% | 0.18% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MCF Advisors LLC | History | No change | 82,131 | 2,251 | 0.08% | 0.08% | 240 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMG National Trust Bank | History | No change | 81,541 | 2,235 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOM Asset Management Ltd | History | No change | 81,234 | 2,226 | 0.58% | 0.58% | 242 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Targeted Financial Services LLC | History | No change | 80,995 | 2,220 | 1.64% | 1.64% | 243 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WOODSTOCK CORP | History | No change | 80,900 | 2,217 | 0.18% | 0.18% | 244 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 80,241 | 2,199 | 0.2% | 0.2% | 245 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| StoneX Group Inc. | History | No change | 79,220 | 2,169 | 0.09% | 0.09% | 246 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| S&A Financial Services, Inc. | History | No change | 78,203 | 2,143 | 1.31% | 1.31% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 78,002 | 2,138 | 0.09% | 0.09% | 248 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 77,332 | 2,119 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 76,921 | 2,108 | 0.07% | 0.07% | 250 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 76,627 | 2,100 | 0.15% | 0.15% | 251 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| AE Wealth Management LLC | History | No change | 76,633 | 2,100 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rehmann Capital Advisory Group | History | No change | 76,705 | 2,099 | 0.1% | 0.1% | 253 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Rakuten Investment Management, Inc. | History | No change | 74,410 | 2,060 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| HOWE & RUSLING INC | History | No change | 74,185 | 2,033 | 0.12% | 0.12% | 255 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cooper Financial Group | History | No change | 73,773 | 2,022 | 0.17% | 0.17% | 256 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 72,265 | 1,980 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kovack Advisors, Inc. | History | No change | 72,251 | 1,980 | 0.1% | 0.1% | 258 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Verity Asset Management, Inc. | History | No change | 71,523 | 1,960 | 0.74% | 0.74% | 259 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProVise Management Group, LLC | History | No change | 70,013 | 1,919 | 0.13% | 0.13% | 260 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| RDA Financial Network | History | No change | 69,838 | 1,914 | 0.42% | 0.42% | 261 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Regal Investment Advisors LLC | History | No change | 69,566 | 1,906 | 0.1% | 0.1% | 262 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 68,616 | 1,880 | 0.02% | 0.02% | 263 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 67,676 | 1,855 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 67,650 | 1,854 | 0.38% | 0.38% | 265 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Decker Retirement Planning Inc. | History | No change | 67,029 | 1,837 | 0.63% | 0.63% | 266 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NCM Capital Management, LLC | History | No change | 66,711 | 1,828 | 0.56% | 0.56% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 66,471 | 1,821 | 0.04% | 0.04% | 268 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Avail Investment Partners, LLC | History | No change | 66,424 | 1,820 | 1.4% | 1.4% | 269 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Argent Trust Co | History | No change | 66,165 | 1,813 | 0.05% | 0.05% | 270 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Continuum Advisory, LLC | History | No change | 65,507 | 1,795 | 0.15% | 0.15% | 271 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Atlas Legacy Advisors, LLC | History | No change | 64,780 | 1,775 | 0.26% | 0.26% | 272 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CreativeOne Wealth, LLC | History | No change | 64,757 | 1,774 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 64,136 | 1,757 | 0.09% | 0.09% | 274 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 63,925 | 1,752 | 0.1% | 0.1% | 275 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Biondo Investment Advisors, LLC | History | No change | 63,838 | 1,749 | 0.21% | 0.21% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 63,605 | 1,743 | 0.17% | 0.17% | 277 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 63,300 | 1,735 | 0.03% | 0.03% | 278 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 62,940 | 1,725 | 0.07% | 0.07% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC | History | No change | 62,438 | 1,711 | 0.22% | 0.22% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bauman Advisory Group, LLC | History | No change | 62,313 | 1,707 | 0.9% | 0.9% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Straight Path Wealth Management | History | No change | 62,143 | 1,703 | 0.4% | 0.4% | 282 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AFT, FORSYTH & COMPANY, INC. | History | No change | 61,677 | 1,690 | 0.81% | 0.81% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Wealth Advisors LLC | History | No change | 61,449 | 1,684 | 1.52% | 1.52% | 284 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 61,365 | 1,682 | 0.11% | 0.11% | 285 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 61,189 | 1,677 | 0.07% | 0.07% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INVESTED ADVISORS | History | No change | 60,948 | 1,670 | 1.48% | 1.48% | 287 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 60,152 | 1,648 | 0.51% | 0.51% | 288 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| M3 Wealth Management, LLC | History | No change | 59,889 | 1,641 | 1.06% | 1.06% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Anchor Investment Management, LLC | History | No change | 59,045 | 1,618 | 0.12% | 0.12% | 290 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Evercore Wealth Management, LLC | History | No change | 58,960 | 1,616 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madden Advisory Services, Inc. | History | No change | 58,990 | 1,616 | 0.58% | 0.58% | 292 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 58,144 | 1,593 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ICONIQ Capital, LLC | History | No change | 57,825 | 1,584 | 0.05% | 0.05% | 294 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 56,755 | 1,555 | 0.09% | 0.09% | 295 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Parallel Advisors, LLC | History | No change | 56,551 | 1,550 | 0.02% | 0.02% | 296 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Triad Wealth Partners, LLC | History | No change | 53,817 | 1,541 | 0.09% | 0.09% | 297 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IEQ CAPITAL, LLC | History | No change | 56,111 | 1,537 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CoreCap Advisors, LLC | History | No change | 56,087 | 1,537 | 0.05% | 0.05% | 299 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Ancora Advisors LLC | History | No change | 55,683 | 1,526 | 0.03% | 0.03% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |