iSHARES TRUST - IAK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 177,253 | 24,914 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 114,300 | 16,066 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 80,351 | 11,294 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Schorn Wealth LLC | History | No change | 66,477 | 9,344 | 2.44% | 2.44% | 4 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legend Financial Advisors, Inc. | History | No change | 58,386 | 8,206 | 4.66% | 4.66% | 5 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 50,000 | 7,028 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 39,723 | 5,583 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 38,276 | 5,380 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 35,358 | 4,969 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEE DANNER & BASS INC | History | No change | 33,880 | 4,762 | 0.27% | 0.27% | 10 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 31,100 | 4,371 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 30,351 | 4,266 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cetera Investment Advisers | History | No change | 29,745 | 4,180 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 29,022 | 4,079 | 0.64% | 0.64% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 28,998 | 4,075 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 28,697 | 4,033 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RFG Advisory, LLC | History | No change | 28,550 | 4,012 | 0.06% | 0.06% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 26,890 | 3,779 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Fortis Group Advisors, LLC | History | No change | 25,025 | 3,517 | 0.56% | 0.56% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 24,964 | 3,508 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 20,523 | 2,884 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SP Asset Management LLC | History | No change | 19,114 | 2,686 | 0.22% | 0.22% | 22 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Services Network, LLC | History | No change | 17,345 | 2,437 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hills Bank & Trust Co | History | No change | 17,318 | 2,434 | 0.1% | 0.1% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Northstar Financial Companies, Inc. | History | No change | 17,251 | 2,424 | 1.63% | 1.63% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 16,441 | 2,310 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 15,367 | 2,160 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 15,110 | 2,123 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 14,524 | 2,041 | 0.04% | 0.04% | 29 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PFG Advisors | History | No change | 13,490 | 1,896 | 0.1% | 0.1% | 30 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,223 | 1,858 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stonebridge Financial Planning Group, LLC | History | No change | 12,899 | 1,813 | 0.58% | 0.58% | 32 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 11,810 | 1,731 | 0.93% | 0.93% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HighTower Advisors, LLC | History | No change | 12,041 | 1,692 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Delos Wealth Advisors, LLC | History | No change | 11,471 | 1,612 | 0.83% | 0.83% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 11,342 | 1,594 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 11,039 | 1,551 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 10,428 | 1,465 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Financial Sense Advisors, Inc. | History | No change | 10,000 | 1,405 | 0.28% | 0.28% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 9,496 | 1,334 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 9,038 | 1,270 | 0.03% | 0.03% | 41 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | No change | 8,881 | 1,248 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 8,514 | 1,196 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 8,446 | 1,187 | 0.12% | 0.12% | 44 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Belpointe Asset Management LLC | History | No change | 7,914 | 1,112 | 0.04% | 0.04% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,851 | 1,103 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Perigon Wealth Management, LLC | History | No change | 7,635 | 1,073 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Genesee Capital Advisors, LLC | History | No change | 6,304 | 886 | 0.28% | 0.28% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mutual Advisors, LLC | History | No change | 5,698 | 800 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 5,570 | 782 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| &PARTNERS | History | No change | 5,460 | 767 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 5,295 | 744 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 5,248 | 742 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 5,221 | 733 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFG Advisory, LLC | History | No change | 5,167 | 726 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SFMG, LLC | History | No change | 4,682 | 658 | 0.04% | 0.04% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Qube Research & Technologies Ltd | History | No change | 4,400 | 618 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Planning Co of New England, Inc. | History | No change | 4,325 | 607 | 0.22% | 0.22% | 58 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | No change | 4,227 | 594 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 4,090 | 574 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Redwood Financial Network Corp | History | No change | 3,955 | 555 | 0.31% | 0.31% | 61 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 3,717 | 522 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 3,500 | 491 | 0.04% | 0.04% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,350 | 470 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRIMORIS WEALTH ADVISORS, LLC | History | No change | 3,350 | 470 | 0.21% | 0.21% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| OPPENHEIMER & CO INC | History | No change | 3,298 | 463 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 3,157 | 460 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KKM Financial LLC | History | No change | 3,152 | 443 | 0.06% | 0.06% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 3,130 | 439 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GTS SECURITIES LLC | History | No change | 3,057 | 429 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 3,050 | 428 | 0.14% | 0.14% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,932 | 412 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Maridea Wealth Management LLC | History | No change | 2,862 | 402 | 0.04% | 0.04% | 73 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,823 | 396 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Csenge Advisory Group | History | No change | 2,786 | 391 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Larson Financial Group LLC | History | No change | 2,590 | 364 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 2,574 | 361 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,563 | 360 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK HAPOALIM BM | History | No change | 2,520 | 354 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bramshill Investments, LLC | History | No change | 2,500 | 351 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,367 | 332 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Glenview Trust Co | History | No change | 2,350 | 330 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Summit Financial, LLC | History | No change | 2,192 | 308 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,186 | 307 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,165 | 304 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| XTX Topco Ltd | History | No change | 2,158 | 303 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 2,127 | 299 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST HORIZON CORP | History | No change | 2,038 | 286 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lido Advisors, LLC | History | No change | 2,006 | 282 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,000 | 281 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 1,905 | 267 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SG Americas Securities, LLC | History | No change | 1,881 | 264 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,774 | 249 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sowell Financial Services LLC | History | No change | 1,762 | 247 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,610 | 228 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Councilmark Asset Management, LLC | History | No change | 1,625 | 228 | 0.12% | 0.12% | 96 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prospera Financial Services Inc | History | No change | 1,601 | 225 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Reduced | 1,659 | 224 | 0.0% | 0.0% | 98 | -246 | -12.91% | Q3 2026 | Oct 05, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | No change | 1,512 | 212 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,498 | 210 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Intellus Advisors LLC | History | No change | 1,425 | 200 | 0.02% | 0.02% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,402 | 197 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,207 | 169 | 0.09% | 0.09% | 103 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Russell Investments Group, Ltd. | History | No change | 995 | 139 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 986 | 138 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 902 | 126 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 785 | 110 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Regatta Research & Money Management | History | No change | 773 | 108 | 0.1% | 0.1% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 751 | 105 | 0.08% | 0.08% | 109 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRIVATE TRUST CO NA | History | No change | 729 | 102 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parallel Advisors, LLC | History | No change | 721 | 101 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Y.D. More Investments Ltd | History | No change | 630 | 88 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 601 | 84 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Vision Retirement, LLC | History | No change | 504 | 70 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 472 | 66 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 407 | 57 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Blue Trust, Inc. | History | No change | 407 | 57 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Osbon Capital Management LLC | History | No change | 353 | 49 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 333 | 46 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Copia Wealth Management | History | No change | 332 | 46 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Redwood Park Advisors LLC | History | No change | 323 | 45 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 278 | 39 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 265 | 37 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 250 | 35 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 225 | 32 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Founders Financial Alliance, LLC | History | No change | 157 | 22 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 158 | 22 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 122 | 17 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 100 | 14 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 100 | 14 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | No change | 61 | 8 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 53 | 7 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 55 | 7 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 43 | 6 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 48 | 6 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 36 | 5 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 40 | 5 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NFSG Corp | History | No change | 37 | 5 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bulwark Capital Corp | History | No change | 39 | 5 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HOWE & RUSLING INC | History | No change | 25 | 3 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 22 | 3 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| High Note Wealth, LLC | History | No change | 26 | 3 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CoreCap Advisors, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| TSFG, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 10 | 1 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |