iSHARES TRUST - IAT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 555,302 | 34,545 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 530,533 | 33,004 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 394,972 | 24,654 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 258,635 | 16,089 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 252,179 | 15,688 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 239,501 | 14,899 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 192,861 | 11,997 | 0.53% | 0.53% | 7 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Lido Advisors, LLC | History | No change | 190,193 | 11,831 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 158,274 | 9,846 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 151,000 | 9,393 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 147,053 | 9,148 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 116,841 | 7,268 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 111,541 | 6,938 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 110,075 | 6,847 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Monument Capital Management | History | No change | 92,951 | 5,782 | 1.16% | 1.16% | 15 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 81,487 | 5,083 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 81,011 | 5,039 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 72,049 | 4,482 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 69,510 | 4,324 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Equitable Holdings, Inc. | History | No change | 67,857 | 4,221 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 63,829 | 3,970 | 0.62% | 0.62% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 57,305 | 3,564 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 57,254 | 3,561 | 0.11% | 0.11% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 49,343 | 3,069 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 49,263 | 3,064 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pathstone Holdings, LLC | History | No change | 45,620 | 2,838 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Game Plan Financial Advisors, LLC | History | No change | 42,649 | 2,653 | 0.99% | 0.99% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 42,416 | 2,638 | 0.04% | 0.04% | 28 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 42,334 | 2,634 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Westwind Capital | History | No change | 36,934 | 2,298 | 0.54% | 0.54% | 30 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | No change | 31,900 | 1,984 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 27,137 | 1,688 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 24,462 | 1,522 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 24,035 | 1,495 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 21,291 | 1,324 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 20,460 | 1,295 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cadent Capital Advisors, LLC | History | No change | 20,822 | 1,295 | 0.27% | 0.27% | 37 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 20,678 | 1,286 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 20,000 | 1,244 | 0.25% | 0.25% | 39 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Fearless Solutions, LLC dba Best Invest | History | No change | 18,279 | 1,137 | 0.6% | 0.6% | 40 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cutler Capital Management, LLC | History | No change | 18,000 | 1,119 | 0.29% | 0.29% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Wealth Management, Inc. | History | No change | 17,850 | 1,110 | 0.28% | 0.28% | 42 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,700 | 1,038 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dakota Wealth Management | History | No change | 16,600 | 1,032 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Asempa Wealth Advisors | History | No change | 15,144 | 942 | 0.7% | 0.7% | 45 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 14,500 | 902 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantinno Capital Management LP | History | No change | 14,292 | 889 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCS Capital Management LLC | History | No change | 12,623 | 785 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 12,410 | 772 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 10,941 | 680 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 9,814 | 610 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STEPHENS INC /AR/ | History | No change | 9,739 | 605 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gallagher Capital Advisors, LLC | History | No change | 9,677 | 601 | 0.34% | 0.34% | 53 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 9,140 | 568 | 0.12% | 0.12% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 8,970 | 558 | 0.03% | 0.03% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,639 | 537 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sigma Planning Corp | History | No change | 8,598 | 534 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Creative Planning | History | No change | 8,431 | 524 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Capital Wealth Advisors | History | No change | 8,419 | 523 | 0.35% | 0.35% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Larson Financial Group LLC | History | No change | 8,238 | 512 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 8,054 | 501 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ellis Investment Partners, LLC | History | No change | 8,025 | 499 | 0.08% | 0.08% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| North Star Investment Management Corp. | History | No change | 7,985 | 496 | 0.03% | 0.03% | 63 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | No change | 7,956 | 494 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 7,543 | 469 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 7,421 | 461 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 7,280 | 452 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 7,100 | 441 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 7,076 | 440 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | No change | 6,943 | 431 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 6,804 | 423 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Fiduciary Alliance LLC | History | No change | 6,550 | 407 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NEVILLE RODIE & SHAW INC | History | No change | 6,490 | 404 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 6,028 | 375 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 5,614 | 349 | 0.19% | 0.19% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Breakwater Capital Group | History | No change | 5,552 | 345 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 5,371 | 340 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Snowden Capital Advisors LLC | History | No change | 5,430 | 337 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| QTR Family Wealth, LLC | History | No change | 5,333 | 331 | 0.12% | 0.12% | 79 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | No change | 5,184 | 322 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 4,820 | 299 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Viewpoint Capital Management LLC | History | No change | 4,590 | 285 | 0.15% | 0.15% | 82 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| XTX Topco Ltd | History | No change | 4,491 | 279 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LRI Investments, LLC | History | No change | 4,450 | 276 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| &PARTNERS | History | No change | 4,406 | 274 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Investment Research Partners LLC | History | No change | 4,392 | 273 | 0.09% | 0.09% | 86 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 4,126 | 256 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Sand Hill Global Advisors, LLC | History | No change | 4,090 | 254 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PETTYJOHN, WOOD & WHITE, INC | History | No change | 4,055 | 252 | 0.04% | 0.04% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avail Investment Partners, LLC | History | No change | 3,893 | 242 | 0.19% | 0.19% | 90 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FLC Capital Advisors | History | No change | 3,876 | 241 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Apollon Wealth Management, LLC | History | No change | 3,880 | 241 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 3,862 | 240 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 3,815 | 237 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners LLC | History | No change | 3,583 | 222 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Merit Financial Group, LLC | History | No change | 3,517 | 218 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST HORIZON CORP | History | No change | 3,442 | 214 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gen-Wealth Partners Inc | History | No change | 3,394 | 211 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HRT FINANCIAL LP | History | No change | 3,388 | 210 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 3,312 | 206 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sage Capital Management, LLC | History | No change | 3,311 | 206 | 0.08% | 0.08% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 3,276 | 203 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, LLC | History | No change | 3,241 | 201 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 3,232 | 201 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CX Institutional | History | Reduced | 3,441 | 197 | 0.01% | 0.01% | 105 | -104 | -2.93% | Q3 2026 | Oct 02, 2026 |
| Finley Financial, LLC | History | No change | 3,000 | 186 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Arax Advisory Partners | History | No change | 2,980 | 185 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 2,569 | 159 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARDIFF PARK ADVISORS, LLC | History | No change | 2,473 | 153 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,250 | 139 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 2,150 | 133 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FMR LLC | History | No change | 2,112 | 131 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,943 | 120 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,937 | 120 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,734 | 109 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Luken Investment Analytics, LLC | History | No change | 1,750 | 108 | 0.04% | 0.04% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AlphaCore Capital LLC | History | No change | 1,734 | 107 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,704 | 106 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 1,567 | 97 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Triumph Capital Management | History | No change | 1,511 | 93 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bare Financial Services, Inc | History | No change | 1,376 | 85 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,316 | 81 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 1,290 | 80 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 1,280 | 79 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BlackRock, Inc. | History | No change | 1,132 | 70 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,111 | 69 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| City State Bank | History | No change | 1,050 | 65 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 1,000 | 62 | 0.07% | 0.07% | 128 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 936 | 58 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 833 | 51 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SHP Wealth Management | History | No change | 777 | 48 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 725 | 45 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 720 | 44 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 663 | 41 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 557 | 34 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 532 | 33 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bullock Wealth Management Group | History | No change | 513 | 32 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Quent Capital, LLC | History | No change | 445 | 27 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 394 | 24 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Darwin Wealth Management, LLC | History | No change | 392 | 24 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Founders Financial Alliance, LLC | History | No change | 396 | 24 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Oakworth Capital, Inc. | History | No change | 360 | 22 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bogart Wealth, LLC | History | No change | 351 | 21 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kilter Group LLC | History | No change | 340 | 21 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 327 | 20 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Geneos Wealth Management Inc. | History | No change | 314 | 19 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 292 | 18 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Register Financial Advisors LLC | History | No change | 300 | 18 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 300 | 18 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Caldwell Trust Co | History | No change | 305 | 18 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearstead Advisors, LLC | History | No change | 275 | 17 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 283 | 17 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLINGTON-ALTUS USA INC. | History | No change | 300 | 16 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Sep 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 200 | 12 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 195 | 12 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HighMark Wealth Management LLC | History | No change | 200 | 12 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 174 | 11 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 166 | 10 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Community Financial Services Group, LLC | History | No change | 156 | 9 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 148 | 9 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 125 | 7 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 98 | 6 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIGROUP INC | History | No change | 96 | 5 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 85 | 5 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 59 | 3 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SummitTX Capital, L.P. | History | No change | 59 | 3 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 32 | 1 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Key FInancial Inc | History | No change | 19 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Key Capital Management, INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |