iSHARES TRUST - IAI

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
Fisher Asset Management, LLC History No change 594,695 104,267 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 04, 2026
MEITAV INVESTMENT HOUSE LTD History No change 439,719 77,095 0.52% 0.52% 2 0 0.0% Q2 2026 Jul 20, 2026
MORGAN STANLEY History No change 425,828 74,660 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 13, 2026
MML INVESTORS SERVICES, LLC History No change 274,228 48,080 0.1% 0.1% 4 0 0.0% Q2 2026 Aug 07, 2026
Phoenix Financial Ltd. History No change 273,000 47,865 0.33% 0.33% 5 0 0.0% Q2 2026 Aug 11, 2026
TWO SIGMA INVESTMENTS, LP History No change 247,200 43,341 0.03% 0.03% 6 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 238,156 41,755 0.01% 0.01% 7 0 0.0% Q2 2026 Aug 14, 2026
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD History No change 130,297 22,844 0.94% 0.94% 8 0 0.0% Q2 2026 Aug 05, 2026
OSAIC HOLDINGS, INC. History No change 127,703 22,403 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 124,159 21,768 0.0% 0.0% 10 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 118,978 20,860 0.0% 0.0% 11 0 0.0% Q2 2026 Aug 07, 2026
AlphaCore Capital LLC History No change 110,918 19,447 0.36% 0.36% 12 0 0.0% Q2 2026 Aug 06, 2026
ROYAL BANK OF CANADA History No change 94,678 16,601 0.0% 0.0% 13 0 0.0% Q2 2026 Aug 14, 2026
Equitable Holdings, Inc. History No change 93,476 16,389 0.1% 0.1% 14 0 0.0% Q2 2026 Aug 17, 2026
AMERIPRISE FINANCIAL INC History No change 93,144 16,340 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
MinichMacGregor Wealth Management, LLC History No change 75,770 13,284 2.02% 2.02% 16 0 0.0% Q2 2026 Jul 16, 2026
UBS Group AG History No change 74,958 13,142 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
Prospera Financial Services Inc History No change 70,074 12,286 0.18% 0.18% 18 0 0.0% Q2 2026 Jul 15, 2026
Advisory Services Network, LLC History No change 69,231 12,138 0.14% 0.14% 19 0 0.0% Q2 2026 Aug 12, 2026
WESPAC Advisors SoCal, LLC History No change 58,167 10,198 1.82% 1.82% 20 0 0.0% Q2 2026 Jul 16, 2026
Well Done, LLC History No change 52,860 9,267 1.25% 1.25% 21 0 0.0% Q2 2026 Jul 24, 2026
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD History No change 49,207 8,627 1.07% 1.07% 22 0 0.0% Q2 2026 Aug 05, 2026
Harel Insurance Investments & Financial Services Ltd. History No change 48,200 8,451 0.04% 0.04% 23 0 0.0% Q2 2026 Jul 29, 2026
RAYMOND JAMES FINANCIAL INC History No change 45,540 7,984 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Prostatis Group LLC History No change 43,658 7,654 1.78% 1.78% 25 0 0.0% Q2 2026 Aug 14, 2026
CITADEL ADVISORS LLC History No change 40,389 7,081 0.0% 0.0% 26 0 0.0% Q2 2026 Sep 02, 2026
STIFEL FINANCIAL CORP History No change 40,081 7,027 0.01% 0.01% 27 0 0.0% Q2 2026 Aug 12, 2026
Quadrature Capital Ltd History No change 39,086 6,852 0.06% 0.06% 28 0 0.0% Q2 2026 Aug 06, 2026
Cadent Capital Advisors, LLC History No change 37,859 6,637 1.37% 1.37% 29 0 0.0% Q2 2026 Jul 13, 2026
GTS SECURITIES LLC History No change 32,510 5,699 0.12% 0.12% 30 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 30,939 5,424 0.03% 0.03% 31 0 0.0% Q2 2026 Aug 13, 2026
McGuire Investment Group, LLC History No change 30,849 5,408 0.47% 0.47% 32 0 0.0% Q2 2026 Jul 27, 2026
Cetera Investment Advisers History No change 27,157 4,761 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 26,639 4,670 0.01% 0.01% 34 0 0.0% Q2 2026 Jul 29, 2026
HighTower Advisors, LLC History No change 23,813 4,175 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 05, 2026
Qube Research & Technologies Ltd History No change 23,536 4,126 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 14, 2026
COTTONWOOD CAPITAL ADVISORS, LLC History No change 23,514 4,122 2.48% 2.48% 37 0 0.0% Q2 2026 Jul 23, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 23,348 4,093 0.0% 0.0% 38 0 0.0% Q2 2026 Sep 23, 2026
Janney Montgomery Scott LLC History No change 22,759 3,990 0.01% 0.01% 39 0 0.0% Q2 2026 Aug 05, 2026
SFI Advisors, LLC History No change 22,270 3,904 3.37% 3.37% 40 0 0.0% Q2 2026 Jul 27, 2026
Nan Shan Life Insurance Co., Ltd. History No change 20,580 3,608 0.11% 0.11% 41 0 0.0% Q2 2026 Aug 14, 2026
ARS Investment Partners, LLC History No change 20,334 3,565 0.16% 0.16% 42 0 0.0% Q2 2026 Jul 09, 2026
1 NORTH WEALTH SERVICES LLC History No change 19,538 3,425 1.12% 1.12% 43 0 0.0% Q2 2026 Aug 03, 2026
Game Plan Financial Advisors, LLC History No change 13,468 3,264 1.21% 1.21% 44 0 0.0% Q2 2026 Aug 07, 2026
Tudor Financial Inc. History No change 18,208 3,192 1.43% 1.43% 45 0 0.0% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History No change 17,709 3,113 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 14, 2026
Arete Wealth Advisors, LLC History No change 16,248 2,848 0.19% 0.19% 47 0 0.0% Q2 2026 Aug 12, 2026
HERITAGE OAK WEALTH ADVISORS LLC History No change 15,573 2,730 0.8% 0.8% 48 0 0.0% Q2 2026 Jul 23, 2026
Cambridge Investment Research Advisors, Inc. History No change 15,336 2,689 0.01% 0.01% 49 0 0.0% Q2 2026 Jul 27, 2026
VALICENTI ADVISORY SERVICES INC History No change 15,173 2,660 0.5% 0.5% 50 0 0.0% Q2 2026 Jul 16, 2026
PCG Wealth Advisors, LLC History No change 14,480 2,538 0.57% 0.57% 51 0 0.0% Q2 2026 Aug 03, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 13,900 2,437 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 13,758 2,412 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 12,362 2,167 0.04% 0.04% 54 0 0.0% Q2 2026 Jul 31, 2026
TRUIST FINANCIAL CORP History No change 10,875 1,906 0.0% 0.0% 55 0 0.0% Q2 2026 Jul 28, 2026
HRT FINANCIAL LP History No change 10,737 1,882 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 14, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 10,534 1,846 0.03% 0.03% 57 0 0.0% Q2 2026 Aug 10, 2026
HARBOUR INVESTMENTS, INC. History No change 10,072 1,765 0.02% 0.02% 58 0 0.0% Q2 2026 Aug 12, 2026
Pinnacle Financial Partners, Inc. History No change 9,641 1,690 0.01% 0.01% 59 0 0.0% Q2 2026 Aug 14, 2026
MENORA MIVTACHIM HOLDINGS LTD. History No change 9,000 1,577 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 13, 2026
&PARTNERS History No change 8,436 1,479 0.01% 0.01% 61 0 0.0% Q2 2026 Aug 14, 2026
Robinson Value Management, Ltd. History No change 7,652 1,341 0.72% 0.72% 62 0 0.0% Q2 2026 Aug 10, 2026
INTEGRITY ALLIANCE, LLC. History No change 7,473 1,310 0.04% 0.04% 63 0 0.0% Q2 2026 Jul 31, 2026
Outlook Wealth Advisors, LLC History No change 6,877 1,205 0.26% 0.26% 64 0 0.0% Q2 2026 Aug 03, 2026
RHODES INVESTMENT ADVISORS INC /ADV History No change 6,335 1,110 0.82% 0.82% 65 0 0.0% Q2 2026 Jul 28, 2026
XTX Topco Ltd History No change 6,086 1,067 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 14, 2026
MUIRFIELD WEALTH ADVISORS LLC History No change 6,053 1,061 0.69% 0.69% 67 0 0.0% Q2 2026 Aug 07, 2026
JANE STREET GROUP, LLC History No change 6,047 1,060 0.0% 0.0% 68 0 0.0% Q2 2026 Aug 14, 2026
Genesee Capital Advisors, LLC History No change 5,884 1,031 0.32% 0.32% 69 0 0.0% Q2 2026 Aug 06, 2026
Global Financial Private Client, LLC History No change 5,550 973 0.26% 0.26% 70 0 0.0% Q2 2026 Jul 20, 2026
FLOW TRADERS U.S. LLC History No change 5,540 971 0.04% 0.04% 71 0 0.0% Q2 2026 Aug 14, 2026
Atria Investments, Inc History No change 5,528 969 0.01% 0.01% 72 0 0.0% Q2 2026 Jul 28, 2026
WBI INVESTMENTS, LLC History No change 5,361 939 0.23% 0.23% 73 0 0.0% Q2 2026 Aug 11, 2026
Signature Equity Partners, LLC History No change 5,269 923 0.42% 0.42% 74 0 0.0% Q2 2026 Jul 30, 2026
Allworth Financial LP History No change 5,078 890 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 11, 2026
Schuylkill Financial LLC History No change 4,979 872 0.81% 0.81% 76 0 0.0% Q2 2026 Aug 07, 2026
JPMORGAN CHASE & CO History No change 4,753 832 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 12, 2026
ASSETMARK, INC History No change 4,281 750 0.0% 0.0% 78 0 0.0% Q2 2026 Jul 30, 2026
MARSHALL WACE, LLP History No change 4,087 716 0.0% 0.0% 79 0 0.0% Q2 2026 Aug 13, 2026
FMR LLC History No change 4,065 712 0.0% 0.0% 80 0 0.0% Q2 2026 Aug 13, 2026
NewEdge Advisors, LLC History No change 4,029 706 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 3,998 701 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 19, 2026
Lido Advisors, LLC History No change 3,972 696 0.0% 0.0% 83 0 0.0% Q2 2026 Aug 07, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 3,914 686 0.29% 0.29% 84 0 0.0% Q2 2026 Jul 14, 2026
Sanctuary Advisors, LLC History No change 3,850 675 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD SECURITIES, INC. History No change 3,808 667 0.04% 0.04% 86 0 0.0% Q2 2026 Jul 15, 2026
MONEY CONCEPTS CAPITAL CORP History No change 3,676 644 0.03% 0.03% 87 0 0.0% Q2 2026 Aug 04, 2026
Signal Advisors Wealth, LLC History No change 3,637 637 0.03% 0.03% 88 0 0.0% Q2 2026 Aug 04, 2026
Aprio Wealth Management, LLC History No change 3,205 562 0.03% 0.03% 89 0 0.0% Q2 2026 Jul 24, 2026
Mariner, LLC History No change 3,128 548 0.0% 0.0% 90 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 3,107 544 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 05, 2026
Maxele Advisors, LLC History No change 3,081 540 0.38% 0.38% 92 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 3,063 537 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 28, 2026
OPPENHEIMER & CO INC History No change 3,032 531 0.01% 0.01% 94 0 0.0% Q2 2026 Aug 03, 2026
ALPINE WOODS CAPITAL INVESTORS, LLC History No change 3,000 525 0.11% 0.11% 95 0 0.0% Q2 2026 Aug 07, 2026
Concurrent Investment Advisors, LLC History No change 2,922 512 0.0% 0.0% 96 0 0.0% Q2 2026 Jul 27, 2026
SeaCrest Wealth Management, LLC History No change 2,581 452 0.05% 0.05% 97 0 0.0% Q2 2026 Jul 09, 2026
Cassady Wealth & Retirement Planning, LLC History No change 2,498 438 0.2% 0.2% 98 0 0.0% Q2 2026 Jul 24, 2026
DAVENPORT & Co LLC History No change 2,457 430 0.0% 0.0% 99 0 0.0% Q2 2026 Jul 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 2,300 403 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 13, 2026
Kovack Advisors, Inc. History No change 2,195 397 0.02% 0.02% 101 0 0.0% Q2 2026 Jul 28, 2026
Glen Eagle Advisors, LLC History No change 2,125 372 0.05% 0.05% 102 0 0.0% Q2 2026 Aug 14, 2026
Kingsview Wealth Management, LLC History No change 2,120 371 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 18, 2026
Ausdal Financial Partners, Inc. History No change 2,102 368 0.01% 0.01% 104 0 0.0% Q2 2026 Aug 14, 2026
AIMZ Investment Advisors, LLC History No change 2,040 357 0.1% 0.1% 105 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 2,006 351 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 06, 2026
Summit Financial, LLC History No change 1,995 349 0.0% 0.0% 107 0 0.0% Q2 2026 Aug 12, 2026
Belpointe Asset Management LLC History No change 1,984 347 0.01% 0.01% 108 0 0.0% Q2 2026 Jul 31, 2026
Fortis Capital Advisors, LLC History No change 1,984 347 0.04% 0.04% 109 0 0.0% Q2 2026 Jul 31, 2026
Navis Wealth Advisors, LLC History No change 1,900 333 0.13% 0.13% 110 0 0.0% Q2 2026 Aug 14, 2026
Global Retirement Partners, LLC History No change 1,854 325 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 06, 2026
Resolute Wealth Strategies, LLC History No change 1,854 325 0.13% 0.13% 112 0 0.0% Q2 2026 Aug 12, 2026
Baker Avenue Asset Management, LP History No change 1,830 320 0.01% 0.01% 113 0 0.0% Q2 2026 Jul 28, 2026
CX Institutional History Reduced 1,704 300 0.01% 0.01% 114 -41 -2.35% Q3 2026 Oct 02, 2026
North Star Investment Management Corp. History No change 1,645 288 0.02% 0.02% 115 0 0.0% Q2 2026 Jul 28, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 1,612 282 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 12, 2026
SWMG, LLC History No change 1,453 281 0.07% 0.07% 117 0 0.0% Q2 2026 Jul 15, 2026
KRAEMATON INVESTMENT ADVISORS, INC History No change 1,492 261 0.19% 0.19% 118 0 0.0% Q2 2026 Jul 24, 2026
US BANCORP \DE\ History No change 1,418 248 0.0% 0.0% 119 0 0.0% Q2 2026 Aug 12, 2026
Apeiron RIA LLC History No change 1,322 231 0.06% 0.06% 120 0 0.0% Q2 2026 Jul 16, 2026
CENTAURUS FINANCIAL, INC. History No change 1,254 220 0.01% 0.01% 121 0 0.0% Q2 2026 Aug 17, 2026
Waverly Advisors, LLC History No change 1,253 219 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 1,247 218 0.0% 0.0% 123 0 0.0% Q2 2026 Jul 27, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 1,242 217 0.0% 0.0% 124 0 0.0% Q2 2026 Jul 28, 2026
WHALEROCK POINT PARTNERS, LLC History No change 1,227 215 0.04% 0.04% 125 0 0.0% Q2 2026 Aug 13, 2026
Chicago Wealth Management, Inc. History No change 1,221 214 0.08% 0.08% 126 0 0.0% Q2 2026 Aug 11, 2026
CIBC WORLD MARKET INC. History No change 1,200 210 0.0% 0.0% 127 0 0.0% Q2 2026 Aug 13, 2026
Coastal Bridge Advisors, LLC History No change 1,190 208 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 17, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 1,166 204 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 07, 2026
FNY Investment Advisers, LLC History No change 1,000 175 0.06% 0.06% 130 0 0.0% Q2 2026 Jul 08, 2026
EASTERN BANK History No change 880 155 0.0% 0.0% 131 0 0.0% Q3 2026 Oct 05, 2026
IFG Advisory, LLC History No change 707 123 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 13, 2026
Farther Finance Advisors, LLC History No change 592 103 0.0% 0.0% 133 0 0.0% Q2 2026 Jul 17, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 557 97 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 07, 2026
IFP Advisors, Inc History No change 526 92 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 20, 2026
FWL INVESTMENT MANAGEMENT, LLC History No change 517 90 0.02% 0.02% 136 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 499 87 0.0% 0.0% 137 0 0.0% Q2 2026 Aug 11, 2026
ROTHSCHILD INVESTMENT LLC History No change 490 85 0.0% 0.0% 138 0 0.0% Q2 2026 Aug 06, 2026
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD History No change 49,200 81 0.44% 0.44% 139 0 0.0% Q2 2026 Sep 01, 2026
Balentine LLC History No change 443 77 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 440 77 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 13, 2026
Rockefeller Capital Management L.P. History No change 422 74 0.0% 0.0% 142 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 411 72 0.0% 0.0% 143 0 0.0% Q2 2026 Aug 07, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 367 64 0.0% 0.0% 144 0 0.0% Q2 2026 Aug 13, 2026
FIFTH THIRD BANCORP History No change 323 56 0.0% 0.0% 145 0 0.0% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History No change 306 53 0.0% 0.0% 146 0 0.0% Q2 2026 Aug 06, 2026
BLAIR WILLIAM & CO/IL History No change 274 48 0.0% 0.0% 147 0 0.0% Q2 2026 Aug 11, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. History No change 269 47 0.02% 0.02% 148 0 0.0% Q2 2026 Jul 08, 2026
Rossby Financial, LCC History No change 272 47 0.01% 0.01% 149 0 0.0% Q2 2026 Aug 04, 2026
PRIVATE TRUST CO NA History No change 237 41 0.0% 0.0% 150 0 0.0% Q2 2026 Jul 28, 2026
TRUST CO OF VERMONT History No change 200 35 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 07, 2026
SIGNATUREFD, LLC History No change 201 35 0.0% 0.0% 152 0 0.0% Q2 2026 Jul 23, 2026
NFSG Corp History No change 180 31 0.0% 0.0% 153 0 0.0% Q2 2026 Aug 14, 2026
Arax Advisory Partners History No change 162 28 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 10, 2026
Capital Analysts, LLC History No change 157 28 0.0% 0.0% 155 0 0.0% Q2 2026 Aug 05, 2026
TD Waterhouse Canada Inc. History No change 150 27 0.0% 0.0% 156 0 0.0% Q2 2026 Jul 27, 2026
Founders Financial Alliance, LLC History No change 151 26 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 04, 2026
WestEnd Advisors, LLC History No change 139 24 0.0% 0.0% 158 0 0.0% Q2 2026 Jul 22, 2026
AE Wealth Management LLC History No change 142 24 0.0% 0.0% 159 0 0.0% Q2 2026 Aug 03, 2026
Wagner Wealth Management, LLC History No change 141 24 0.0% 0.0% 160 0 0.0% Q2 2026 Jul 24, 2026
HAZLETT, BURT & WATSON, INC. History No change 128 22 0.01% 0.01% 161 0 0.0% Q2 2026 Jul 30, 2026
HOLLENCREST CAPITAL MANAGEMENT History No change 110 19 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 13, 2026
HUNTINGTON NATIONAL BANK History No change 103 18 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 13, 2026
Darwin Wealth Management, LLC History No change 107 18 0.0% 0.0% 164 0 0.0% Q2 2026 Jul 21, 2026
Blue Trust, Inc. History No change 100 17 0.0% 0.0% 165 0 0.0% Q2 2026 Jul 21, 2026
HANTZ FINANCIAL SERVICES, INC. History No change 89 16 0.0% 0.0% 166 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 95 16 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 14, 2026
Institute for Wealth Management, LLC. History No change 89 15 0.0% 0.0% 168 0 0.0% Q2 2026 Jul 28, 2026
Anchor Investment Management, LLC History No change 81 14 0.0% 0.0% 169 0 0.0% Q2 2026 Sep 15, 2026
Cornerstone Planning Group LLC History No change 76 14 0.0% 0.0% 170 0 0.0% Q2 2026 Jul 29, 2026
Ashton Thomas Private Wealth, LLC History No change 83 14 0.0% 0.0% 171 0 0.0% Q2 2026 Jul 29, 2026
HHM Wealth Advisors, LLC History No change 77 13 0.0% 0.0% 172 0 0.0% Q2 2026 Jul 13, 2026
LAZARD ASSET MANAGEMENT LLC History No change 71 12 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 14, 2026
HALBERT HARGROVE GLOBAL ADVISORS, LLC History No change 74 12 0.0% 0.0% 174 0 0.0% Q2 2026 Jul 21, 2026
Downshift Financial, LLC History No change 73 12 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 12, 2026
Capital Advisor Network LLC History No change 67 11 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 13, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 60 10 0.0% 0.0% 177 0 0.0% Q2 2026 Jul 22, 2026
DUNCKER STREETT & CO INC History No change 48 8 0.0% 0.0% 178 0 0.0% Q2 2026 Jul 28, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 42 7 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 13, 2026
EverSource Wealth Advisors, LLC History No change 39 6 0.0% 0.0% 180 0 0.0% Q2 2026 Jul 24, 2026
Caldwell Trust Co History No change 37 6 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 03, 2026
Abound Wealth Management History No change 32 5 0.0% 0.0% 182 0 0.0% Q2 2026 Jul 10, 2026
Central Pacific Bank - Trust Division History No change 30 5 0.0% 0.0% 183 0 0.0% Q2 2026 Jul 07, 2026
Aptus Capital Advisors, LLC History No change 22 3 0.0% 0.0% 184 0 0.0% Q2 2026 Aug 12, 2026
GILPIN WEALTH MANAGEMENT, LLC History No change 18 3 0.0% 0.0% 185 0 0.0% Q2 2026 Jul 24, 2026
Polaris Financial Partners History New 14 2 0.0% — 188 +14 New Q3 2026 Oct 02, 2026
SIMPLEX TRADING, LLC History No change 17 2 0.0% 0.0% 186 0 0.0% Q2 2026 Aug 12, 2026
Millstone Evans Group, LLC History No change 14 2 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 11, 2026
Family Manage LLC History No change 10 1 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisory Services, LLC History No change 6 1 0.0% 0.0% 190 0 0.0% Q2 2026 Jul 23, 2026
TSFG, LLC History No change 8 1 0.0% 0.0% 191 0 0.0% Q2 2026 Jul 23, 2026
IAG Wealth Partners, LLC History No change 7 1 0.0% 0.0% 192 0 0.0% Q2 2026 Aug 06, 2026
ARK Investment Management LLC History No change 2 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
BankChampaign, National Association History No change 5 0 — — — 0 0.0% Q2 2026 Jul 23, 2026