iSHARES TRUST - HYDB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCERE HOLDINGS LTD | History | No change | 5,057,726 | 236,549 | 56.12% | 57.92% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 2,116,815 | 99,003 | 0.93% | 1.11% | 2 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LPL Financial LLC | History | Added to | 1,569,565 | 73,408 | 0.02% | 0.01% | 3 | +384,069 | 32.4% | Q2 2026 | Aug 07, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 1,538,885 | 71,973 | 0.4% | 0.55% | 4 | +24,649 | 1.63% | Q2 2026 | Aug 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,453,017 | 67,957 | 0.0% | 0.0% | 5 | +24,790 | 1.74% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 741,981 | 34,703 | 0.01% | 0.01% | 6 | -190,620 | -20.44% | Q2 2026 | Aug 14, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 691,210 | 32,327 | 0.39% | 0.37% | 7 | +207,023 | 42.76% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | Added to | 672,278 | 31,442 | 0.0% | 0.0% | 8 | +168,115 | 33.35% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 504,348 | 23,588 | 0.01% | 0.01% | 9 | -215,526 | -29.94% | Q2 2026 | Sep 23, 2026 |
| SHP Wealth Management | History | Added to | 493,375 | 23,075 | 1.59% | 0.0% | 10 | +493,173 | 244145.05% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 463,561 | 21,680 | 0.46% | 0.46% | 11 | +89,721 | 24.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Counsel, LLC | History | Added to | 444,243 | 20,777 | 2.57% | 2.73% | 12 | +16,054 | 3.75% | Q2 2026 | Jul 15, 2026 |
| LIBERTY SQUARE WEALTH PARTNERS LLC | History | Added to | 438,332 | 20,500 | 4.88% | 5.12% | 13 | +44,204 | 11.22% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 402,928 | 18,679 | 2.35% | 2.41% | 14 | +17,064 | 4.42% | Q2 2026 | Jul 29, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 342,455 | 16,026 | 0.21% | 0.14% | 15 | +125,077 | 57.54% | Q2 2026 | Aug 13, 2026 |
| Boyd Wealth Management, LLC | History | Added to | 323,904 | 15,148 | 5.73% | 5.67% | 16 | +35,400 | 12.27% | Q2 2026 | Jul 16, 2026 |
| Avior Wealth Management, LLC | History | Added to | 319,480 | 14,942 | 0.39% | 0.16% | 17 | +200,165 | 167.76% | Q2 2026 | Jul 07, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 297,804 | 13,928 | 0.87% | 1.33% | 18 | +4,443 | 1.51% | Q2 2026 | Aug 10, 2026 |
| Betterment LLC | History | Reduced | 296,948 | 13,888 | 0.02% | 0.03% | 19 | -67,766 | -18.58% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 279,478 | 13,072 | 0.02% | 0.02% | 20 | +57,360 | 25.82% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 245,107 | 11,463 | 0.01% | 0.01% | 21 | -43,401 | -15.04% | Q2 2026 | Aug 12, 2026 |
| Outlook Wealth Advisors, LLC | History | Reduced | 242,213 | 11,328 | 2.45% | 2.78% | 22 | -5,117 | -2.07% | Q2 2026 | Aug 03, 2026 |
| TL Private Wealth | History | Added to | 241,161 | 11,223 | 4.12% | 4.19% | 23 | +14,237 | 6.27% | Q2 2026 | Jul 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 204,131 | 9,547 | 0.0% | 0.0% | 24 | +13,610 | 7.14% | Q2 2026 | Aug 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 200,000 | 9,354 | 0.03% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Daybright Advisory Services, Inc. | History | Added to | 150,399 | 6,975 | 1.66% | 1.8% | 26 | +10,542 | 7.54% | Q2 2026 | Aug 04, 2026 |
| Equitable Holdings, Inc. | History | Added to | 144,574 | 6,761 | 0.04% | 0.04% | 27 | +21,814 | 17.77% | Q2 2026 | Aug 17, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | Added to | 138,985 | 6,500 | 3.92% | 4.4% | 28 | +4,881 | 3.64% | Q2 2026 | Jul 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 126,690 | 5,925 | 0.03% | 0.03% | 29 | +902 | 0.72% | Q2 2026 | Sep 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 122,603 | 5,734 | 0.03% | 0.04% | 30 | +6,004 | 5.15% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | Added to | 117,216 | 5,482 | 1.86% | 1.9% | 31 | +11,796 | 11.19% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 116,964 | 5,470 | 0.01% | 0.01% | 32 | -25,062 | -17.65% | Q2 2026 | Aug 13, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 112,904 | 5,221 | 0.31% | 0.38% | 33 | +11,014 | 10.81% | Q2 2026 | Aug 10, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 111,317 | 5,206 | 0.08% | 0.1% | 34 | +6,332 | 6.03% | Q2 2026 | Jul 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 110,135 | 5,151 | 0.04% | 0.03% | 35 | +32,801 | 42.41% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 103,481 | 4,842 | 0.0% | 0.0% | 36 | +12,822 | 14.14% | Q2 2026 | Aug 12, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 100,846 | 4,691 | 0.19% | 0.23% | 37 | -358 | -0.35% | Q2 2026 | Jul 09, 2026 |
| Mascagni Wealth Management, Inc. | History | Reduced | 97,118 | 4,542 | 2.82% | 3.48% | 38 | -7,954 | -7.57% | Q2 2026 | Jul 31, 2026 |
| Provident Living Financial Services, Inc. | History | Added to | 96,437 | 4,510 | 4.45% | 4.59% | 39 | +7,007 | 7.84% | Q2 2026 | Aug 05, 2026 |
| IFP Advisors, Inc | History | Added to | 92,977 | 4,348 | 0.08% | 0.08% | 40 | +6,651 | 7.7% | Q2 2026 | Jul 20, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 79,930 | 3,738 | 0.11% | 0.1% | 41 | +10,724 | 15.5% | Q2 2026 | Jul 07, 2026 |
| UBS Group AG | History | Added to | 79,873 | 3,735 | 0.0% | 0.0% | 42 | +49,841 | 165.96% | Q2 2026 | Aug 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 71,080 | 3,324 | 0.01% | 0.01% | 43 | -8,624 | -10.82% | Q2 2026 | Aug 07, 2026 |
| Simplicity Wealth,LLC | History | New | 70,993 | 3,320 | 0.11% | — | 44 | +70,993 | New | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 70,059 | 3,276 | 0.02% | 0.01% | 45 | +11,265 | 19.16% | Q2 2026 | Aug 13, 2026 |
| MA Private Wealth | History | Reduced | 61,876 | 2,893 | 0.43% | 1.23% | 46 | -93,962 | -60.29% | Q2 2026 | Jul 28, 2026 |
| ASSETMARK, INC | History | Added to | 59,552 | 2,785 | 0.0% | 0.01% | 47 | +1,174 | 2.01% | Q2 2026 | Jul 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 54,689 | 2,557 | 0.0% | 0.0% | 48 | -100,187 | -64.69% | Q2 2026 | Aug 14, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Added to | 54,502 | 2,549 | 0.44% | 0.47% | 49 | +180 | 0.33% | Q2 2026 | Aug 04, 2026 |
| RETIREMENT PLANNING GROUP, LLC / NY | History | Reduced | 53,381 | 2,496 | 1.36% | 1.68% | 50 | -2,639 | -4.71% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | New | 49,849 | 2,331 | 0.0% | — | 51 | +49,849 | New | Q2 2026 | Jul 28, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 49,211 | 2,301 | 0.01% | 0.01% | 52 | -27,254 | -35.64% | Q2 2026 | Jul 28, 2026 |
| Advisory Resource Group | History | Added to | 49,050 | 2,294 | 0.34% | 0.36% | 53 | +3,464 | 7.6% | Q2 2026 | Jul 14, 2026 |
| TFB Advisors LLC | History | Added to | 47,699 | 2,230 | 0.98% | 1.15% | 54 | +537 | 1.14% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 44,187 | 2,066 | 0.0% | 0.0% | 55 | -15,070 | -25.43% | Q2 2026 | Jul 29, 2026 |
| LANARK FINANCIAL, INC. | History | Added to | 43,585 | 2,038 | 0.14% | 0.1% | 56 | +14,485 | 49.78% | Q2 2026 | Jul 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | Added to | 43,073 | 2,014 | 0.03% | 0.06% | 57 | +6,469 | 17.67% | Q2 2026 | Jul 21, 2026 |
| Apollon Financial, LLC | History | Added to | 42,047 | 1,966 | 0.23% | 0.2% | 58 | +11,426 | 37.31% | Q2 2026 | Jul 22, 2026 |
| Sovran Advisors, LLC | History | Added to | 42,228 | 1,955 | 0.15% | 0.15% | 59 | +1,864 | 4.62% | Q2 2026 | Jul 29, 2026 |
| Continuum Advisory, LLC | History | Reduced | 37,047 | 1,732 | 0.14% | 0.19% | 60 | -4,835 | -11.54% | Q2 2026 | Aug 06, 2026 |
| Cranbrook Wealth Management, LLC | History | Added to | 36,974 | 1,729 | 0.32% | 0.31% | 61 | +3,855 | 11.64% | Q2 2026 | Aug 06, 2026 |
| Leo Wealth, LLC | History | No change | 36,902 | 1,716 | 0.12% | 0.12% | 62 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 36,000 | 1,683 | 0.0% | 0.0% | 63 | -943 | -2.55% | Q2 2026 | Aug 07, 2026 |
| Strategic Blueprint, LLC | History | Added to | 34,157 | 1,597 | 0.08% | 0.09% | 64 | +476 | 1.41% | Q2 2026 | Jul 23, 2026 |
| Talisman Wealth Advisors LLC | History | New | 8,381 | 1,576 | 1.17% | — | 65 | +8,381 | New | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 32,761 | 1,532 | 0.0% | 0.0% | 66 | +595 | 1.85% | Q2 2026 | Aug 05, 2026 |
| ROI Financial Advisors, LLC | History | Reduced | 32,669 | 1,527 | 0.79% | 1.02% | 67 | -3,880 | -10.62% | Q2 2026 | Aug 14, 2026 |
| Avestar Capital, LLC | History | Added to | 32,319 | 1,511 | 0.08% | 0.09% | 68 | +594 | 1.87% | Q2 2026 | Jul 29, 2026 |
| SEAMOUNT FINANCIAL GROUP INC | History | Added to | 31,335 | 1,465 | 0.59% | 0.6% | 69 | +2,666 | 9.3% | Q2 2026 | Jul 24, 2026 |
| Rooted Wealth Advisors, Inc. | History | New | 28,334 | 1,325 | 0.32% | — | 70 | +28,334 | New | Q2 2026 | Jul 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 27,149 | 1,269 | 0.0% | 0.0% | 71 | -27 | -0.1% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 26,764 | 1,251 | 0.0% | 0.0% | 72 | +8,777 | 48.8% | Q2 2026 | Aug 12, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 22,196 | 1,038 | 0.02% | 0.02% | 73 | -571 | -2.51% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | Reduced | 21,681 | 1,014 | 0.0% | 0.0% | 74 | -2,075 | -8.73% | Q2 2026 | Aug 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 21,032 | 983 | 0.0% | 0.0% | 75 | -1,907 | -8.31% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 20,790 | 972 | 0.01% | 0.0% | 76 | +10,314 | 98.45% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 19,444 | 909 | 0.01% | 0.01% | 77 | -3,637 | -15.76% | Q2 2026 | Jul 17, 2026 |
| Tidemark, LLC | History | Reduced | 19,036 | 890 | 0.2% | 0.29% | 78 | -5,460 | -22.29% | Q2 2026 | Aug 10, 2026 |
| Wealthcare Advisory Partners LLC | History | Reduced | 18,992 | 888 | 0.02% | 0.02% | 79 | -411 | -2.12% | Q2 2026 | Jul 09, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Added to | 18,833 | 880 | 0.04% | 0.05% | 80 | +17 | 0.09% | Q2 2026 | Aug 11, 2026 |
| Turning Point Benefit Group, Inc. | History | New | 16,765 | 780 | 0.34% | — | 81 | +16,765 | New | Q2 2026 | Jul 23, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,471 | 770 | 0.0% | 0.0% | 82 | -282 | -1.68% | Q2 2026 | Jul 27, 2026 |
| Keystone Wealth Services, LLC | History | Added to | 15,482 | 724 | 0.13% | 0.15% | 83 | +639 | 4.31% | Q2 2026 | Aug 05, 2026 |
| Onyx Bridge Wealth Group LLC | History | Reduced | 15,452 | 722 | 0.06% | 0.21% | 84 | -26,831 | -63.46% | Q2 2026 | Jul 23, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 14,569 | 681 | 0.01% | 0.01% | 85 | +205 | 1.43% | Q2 2026 | Aug 18, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | Reduced | 14,495 | 677 | 0.32% | 0.36% | 86 | -568 | -3.77% | Q2 2026 | Jul 17, 2026 |
| First Citizens Asset Management, Inc. | History | Added to | 14,447 | 675 | 0.22% | 0.23% | 87 | +786 | 5.75% | Q2 2026 | Jul 17, 2026 |
| AE Wealth Management LLC | History | Added to | 13,962 | 653 | 0.0% | 0.0% | 88 | +713 | 5.38% | Q2 2026 | Aug 03, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 13,976 | 653 | 0.18% | 0.2% | 89 | -50 | -0.36% | Q2 2026 | Jul 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 12,910 | 603 | 0.01% | 0.01% | 90 | -303 | -2.29% | Q2 2026 | Aug 04, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,595 | 589 | 0.0% | 0.04% | 91 | -160,021 | -92.7% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 12,568 | 588 | 0.0% | 0.0% | 92 | -3,594 | -22.24% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 12,469 | 583 | 0.01% | 0.01% | 93 | +4,637 | 59.21% | Q2 2026 | Aug 03, 2026 |
| STRATEGIC PLANNING GROUP, LLC | History | Reduced | 12,386 | 579 | 0.06% | 0.09% | 94 | -2,226 | -15.23% | Q2 2026 | Jul 16, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 12,256 | 573 | 0.0% | 0.0% | 95 | +837 | 7.33% | Q2 2026 | Aug 11, 2026 |
| Independent Advisor Alliance | History | Reduced | 12,168 | 569 | 0.01% | 0.01% | 96 | -171 | -1.39% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | Reduced | 11,778 | 550 | 0.0% | 0.0% | 97 | -2,891 | -19.71% | Q2 2026 | Aug 14, 2026 |
| Regal Investment Advisors LLC | History | Added to | 11,756 | 549 | 0.03% | 0.03% | 98 | +1,617 | 15.95% | Q2 2026 | Aug 14, 2026 |
| NBT BANK, N.A. | History | Reduced | 11,353 | 530 | 0.04% | 0.04% | 99 | -727 | -6.02% | Q2 2026 | Jul 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,292 | 528 | 0.0% | 0.0% | 100 | -130 | -1.14% | Q2 2026 | Aug 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 10,459 | 489 | 0.02% | 0.02% | 101 | +1,279 | 13.93% | Q2 2026 | Jul 31, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 10,097 | 472 | 0.06% | 0.08% | 102 | -13 | -0.13% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | Reduced | 9,958 | 465 | 0.01% | 0.02% | 103 | -2,415 | -19.52% | Q2 2026 | Jul 15, 2026 |
| JPL Wealth Management, LLC | History | Reduced | 9,886 | 462 | 0.09% | 0.14% | 104 | -2,791 | -22.02% | Q2 2026 | Aug 13, 2026 |
| Breakwater Capital Group | History | Reduced | 9,671 | 452 | 0.05% | 0.06% | 105 | -642 | -6.23% | Q2 2026 | Jul 08, 2026 |
| Modern Wealth Management, LLC | History | New | 9,620 | 449 | 0.01% | — | 106 | +9,620 | New | Q2 2026 | Aug 13, 2026 |
| PACIFIC SUN FINANCIAL CORP | History | New | 9,140 | 427 | 0.18% | — | 107 | +9,140 | New | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 9,093 | 425 | 0.0% | 0.0% | 108 | -288 | -3.07% | Q2 2026 | Jul 20, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 8,879 | 415 | 0.01% | 0.01% | 109 | +138 | 1.58% | Q2 2026 | Aug 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 8,817 | 412 | 0.0% | 0.0% | 110 | +2,838 | 47.47% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | Added to | 8,672 | 405 | 0.0% | 0.0% | 111 | +8,376 | 2829.73% | Q2 2026 | Aug 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 8,601 | 402 | 0.0% | 0.01% | 112 | -13,660 | -61.36% | Q2 2026 | Jul 20, 2026 |
| Embree Financial Group | History | Reduced | 8,569 | 400 | 0.04% | 0.08% | 113 | -5,204 | -37.78% | Q2 2026 | Jul 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 8,548 | 399 | 0.16% | 0.19% | 114 | +653 | 8.27% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 8,512 | 398 | 0.01% | 0.01% | 115 | -579 | -6.37% | Q2 2026 | Jul 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,324 | 389 | 0.0% | 0.0% | 116 | +4,711 | 130.39% | Q2 2026 | Aug 05, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 7,885 | 368 | 0.23% | 0.24% | 117 | +605 | 8.31% | Q2 2026 | Aug 14, 2026 |
| TBH Global Asset Management, LLC | History | No change | 7,652 | 357 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 7,431 | 347 | 0.0% | 0.0% | 119 | +634 | 9.33% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 7,286 | 340 | 0.0% | 0.0% | 120 | +58 | 0.8% | Q2 2026 | Aug 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | No change | 7,276 | 338 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 6,972 | 326 | 0.0% | — | 122 | +6,972 | New | Q2 2026 | Aug 05, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,921 | 323 | 0.01% | 0.01% | 123 | +118 | 1.73% | Q2 2026 | Aug 07, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 6,881 | 320 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CHOREO, LLC | History | Added to | 6,785 | 317 | 0.0% | 0.0% | 125 | +115 | 1.72% | Q2 2026 | Aug 04, 2026 |
| Unique Wealth Strategies, LLC | History | Added to | 6,308 | 295 | 0.11% | 0.12% | 126 | +25 | 0.4% | Q2 2026 | Jul 15, 2026 |
| Opus Capital Group, LLC | History | Added to | 6,124 | 286 | 0.03% | 0.03% | 127 | +370 | 6.43% | Q2 2026 | Jul 31, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 5,989 | 280 | 0.04% | 0.04% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 5,892 | 275 | 0.0% | 0.0% | 129 | +3,256 | 123.52% | Q2 2026 | Aug 12, 2026 |
| Oxinas Partners, LLC | History | Reduced | 5,822 | 272 | 0.11% | 0.13% | 131 | -448 | -7.15% | Q2 2026 | Jul 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 5,829 | 272 | 0.01% | 0.01% | 130 | +99 | 1.73% | Q2 2026 | Jul 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 5,597 | 262 | 0.0% | 0.0% | 132 | -31,028 | -84.72% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 5,583 | 261 | 0.0% | 0.0% | 133 | -2,429 | -30.32% | Q2 2026 | Aug 14, 2026 |
| PFG Advisors | History | Added to | 5,466 | 255 | 0.01% | 0.01% | 134 | +1,143 | 26.44% | Q2 2026 | Jul 16, 2026 |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | History | Added to | 5,418 | 253 | 0.06% | 0.07% | 135 | +83 | 1.56% | Q2 2026 | Jul 23, 2026 |
| Everest Financial Group LLC | History | Added to | 5,353 | 250 | 0.03% | 0.04% | 136 | +91 | 1.73% | Q2 2026 | Aug 10, 2026 |
| DAHRING | CUSMANO LLC | History | Reduced | 5,298 | 247 | 0.13% | 0.48% | 137 | -11,594 | -68.64% | Q2 2026 | Jul 28, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 5,286 | 247 | 0.0% | — | 139 | +5,286 | New | Q2 2026 | Aug 11, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 5,282 | 247 | 0.21% | 0.29% | 138 | -623 | -10.55% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Added to | 5,233 | 244 | 0.0% | 0.0% | 140 | +5,026 | 2428.02% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | Added to | 5,233 | 244 | 0.0% | 0.0% | 141 | +902 | 20.83% | Q2 2026 | Aug 12, 2026 |
| CWM, LLC | History | No change | 5,155 | 239 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| 5T Wealth, LLC | History | Reduced | 5,051 | 236 | 0.09% | 0.12% | 143 | -1,274 | -20.14% | Q2 2026 | Jul 21, 2026 |
| Compound Planning, Inc. | History | Reduced | 5,000 | 233 | 0.01% | 0.01% | 144 | -4,912 | -49.56% | Q2 2026 | Aug 04, 2026 |
| Avion Wealth | History | New | 4,893 | 228 | 0.04% | — | 145 | +4,893 | New | Q2 2026 | Jul 31, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 4,631 | 216 | 0.0% | 0.01% | 146 | -7,158 | -60.72% | Q2 2026 | Aug 05, 2026 |
| KLCM Advisors, Inc. | History | No change | 4,473 | 209 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tennessee Valley Asset Management Partners | History | Reduced | 4,366 | 204 | 0.02% | 0.05% | 148 | -3,037 | -41.02% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | New | 4,345 | 203 | 0.0% | — | 149 | +4,345 | New | Q2 2026 | Aug 13, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 4,302 | 201 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | No change | 4,326 | 201 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,949 | 183 | 0.01% | 0.01% | 152 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atomic Invest LLC | History | Reduced | 3,681 | 172 | 0.02% | 0.09% | 153 | -428 | -10.42% | Q2 2026 | Sep 25, 2026 |
| Armor Investment Advisors, LLC | History | Reduced | 3,007 | 140 | 0.04% | 0.28% | 154 | -13,634 | -81.93% | Q2 2026 | Aug 04, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 2,847 | 133 | 0.0% | 0.0% | 155 | -676 | -19.19% | Q2 2026 | Jul 29, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 1,925 | 90 | 0.01% | 0.05% | 156 | -4,000 | -67.51% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | New | 1,867 | 87 | 0.0% | — | 157 | +1,867 | New | Q2 2026 | Aug 06, 2026 |
| ADIRONDACK TRUST CO | History | Reduced | 1,629 | 76 | 0.02% | 0.03% | 158 | -53 | -3.15% | Q2 2026 | Jul 16, 2026 |
| North Star Investment Management Corp. | History | No change | 1,175 | 54 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Keystone Financial Group, Inc. | History | Reduced | 1,144 | 53 | 0.03% | 0.05% | 160 | -896 | -43.92% | Q2 2026 | Jul 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,032 | 48 | 0.0% | 0.0% | 161 | -25 | -2.37% | Q2 2026 | Aug 13, 2026 |
| Bravera Wealth | History | Reduced | 842 | 39 | 0.01% | 0.02% | 162 | -96 | -10.23% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 742 | 34 | 0.0% | 0.0% | 163 | +11 | 1.5% | Q2 2026 | Aug 12, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Added to | 696 | 32 | 0.02% | 0.02% | 164 | +2 | 0.29% | Q2 2026 | Aug 12, 2026 |
| Caitlin John, LLC | History | No change | 684 | 31 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 634 | 29 | 0.0% | 0.0% | 166 | +66 | 11.62% | Q2 2026 | Aug 06, 2026 |
| Imprint Wealth LLC | History | Added to | 594 | 27 | 0.11% | 0.12% | 167 | +11 | 1.89% | Q2 2026 | Aug 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 571 | 26 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | Added to | 458 | 21 | 0.0% | 0.0% | 169 | +4 | 0.88% | Q2 2026 | Jul 23, 2026 |
| TRUST CO OF VERMONT | History | New | 400 | 18 | 0.0% | — | 170 | +400 | New | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | New | 343 | 16 | 0.0% | — | 171 | +343 | New | Q2 2026 | Aug 13, 2026 |
| SOFI WEALTH, LLC | History | Reduced | 338 | 15 | 0.0% | 0.0% | 173 | -339 | -50.07% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 337 | 15 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BlackRock, Inc. | History | No change | 321 | 15 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 306 | 14 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | New | 218 | 10 | 0.0% | — | 176 | +218 | New | Q2 2026 | Aug 06, 2026 |
| Harborfront Financial Group LLC | History | New | 206 | 9 | 0.03% | — | 177 | +206 | New | Q2 2026 | Aug 07, 2026 |
| Midwest Capital Advisors, LLC | History | Reduced | 175 | 8 | 0.0% | 0.04% | 181 | -1,585 | -90.06% | Q2 2026 | Jul 28, 2026 |
| Mosley Wealth Management | History | Reduced | 180 | 8 | 0.0% | 0.02% | 180 | -676 | -78.97% | Q2 2026 | Jul 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 180 | 8 | 0.0% | 0.0% | 179 | -552 | -75.41% | Q2 2026 | Jul 10, 2026 |
| Asset Dedication, LLC | History | New | 181 | 8 | 0.0% | — | 182 | +181 | New | Q2 2026 | Jul 30, 2026 |
| ST GERMAIN D J CO INC | History | No change | 190 | 8 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 156 | 7 | 0.0% | 0.0% | 183 | -33 | -17.46% | Q2 2026 | Jul 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 148 | 6 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Milestone Investment Advisors LLC | History | No change | 140 | 6 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 118 | 5 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Front Row Advisors LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 71 | 3 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 49 | 2 | 0.0% | 0.0% | 189 | -3 | -5.77% | Q2 2026 | Jul 24, 2026 |
| Collier Financial | History | Added to | 55 | 2 | 0.0% | 0.0% | 190 | +1 | 1.85% | Q2 2026 | Jul 30, 2026 |
| Capital Advisor Network LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 42 | 1 | 0.0% | 0.0% | 192 | -73 | -63.48% | Q2 2026 | Jul 23, 2026 |
| BlueStem Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 1.85% | — | -357,576 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Arch Global Advisors, LLC | History | Closed out | 0 | 0 | — | 3.31% | — | -136,339 | -100.0% | Q2 2026 | Aug 11, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -67,982 | -100.0% | Q2 2026 | Aug 13, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -55,169 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Sonoma Allocations LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -40,834 | -100.0% | Q2 2026 | Jul 08, 2026 |
| Trek Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -20,412 | -100.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,159 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -17,228 | -100.0% | Q2 2026 | Aug 06, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,966 | -100.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,129 | -100.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,356 | -100.0% | Q2 2026 | Sep 02, 2026 |
| Strategic Financial Concepts, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,688 | -100.0% | Q2 2026 | Jul 27, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,815 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Two West Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -6,293 | -100.0% | Q2 2026 | Jul 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -5,706 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Advus Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,320 | -100.0% | Q2 2026 | Oct 02, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -5,169 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Kelly Financial Services LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,051 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -4,985 | -100.0% | Q2 2026 | Aug 07, 2026 |
| BOS Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,549 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,522 | -100.0% | Q2 2026 | Sep 08, 2026 |
| NORTHLAND SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.19% | — | -4,395 | -100.0% | Q2 2026 | Aug 04, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,347 | -100.0% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -2,253 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,199 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,091 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Scarborough Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -411 | -100.0% | Q2 2026 | Jul 21, 2026 |
| WealthShield Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -217 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -153 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Vision Retirement, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -69 | -77.53% | Q2 2026 | Jul 21, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Ascentis Independent Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q2 2026 | Aug 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1 | 0 | — | 0.0% | — | -21 | -95.45% | Q2 2026 | Aug 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -17 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Richard W. Paul & Associates, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q2 2026 | Aug 10, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 15 | 0 | — | — | — | +15 | New | Q2 2026 | Aug 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 12 | 0 | — | — | — | +12 | New | Q2 2026 | Aug 13, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q2 2026 | Jul 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2 | 0 | — | — | — | -5 | -71.43% | Q2 2026 | Aug 13, 2026 |
| ALERUS FINANCIAL NA | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q2 2026 | Aug 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIGROUP INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASECO LLP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |