ISHARES GOLD TRUST - IAU
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 | 27,854,432 | 2,103,288 | 0.14% | 0.14% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 22,991,594 | 1,736,095 | 0.09% | 0.09% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 13,824,915 | 1,043,919 | 0.05% | 0.05% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 12,858,009 | 970,908 | 0.16% | 0.16% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 12,415,020 | 937,458 | 0.12% | 0.12% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 10,952,646 | 827,034 | 0.19% | 0.19% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 8,801,039 | 664,566 | 0.16% | 0.16% | 7 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| BlackRock, Inc. | History | No change | 8,732,671 | 659,403 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITIGROUP INC | History | No change | 7,264,173 | 548,517 | 0.18% | 0.18% | 9 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 5,819,247 | 513,024 | 0.17% | 0.17% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 6,787,859 | 510,027 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 6,320,401 | 477,253 | 0.25% | 0.25% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HRTG GPE, LLC | History | No change | 5,603,339 | 423,108 | 17.05% | 17.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 5,503,613 | 415,688 | 0.02% | 0.02% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 5,351,664 | 404,104 | 0.11% | 0.11% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 5,260,337 | 397,208 | 0.05% | 0.05% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Empower Advisory Group, LLC | History | No change | 5,237,754 | 395,502 | 0.94% | 0.94% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Daiichi Life International Holdings LLC | History | No change | 5,050 | 381,326 | 12.09% | 12.09% | 18 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 3,743,885 | 282,701 | 0.04% | 0.04% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 3,665,787 | 276,803 | 0.91% | 0.91% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | No change | 3,535,352 | 266,954 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diameter Capital Partners LP | History | No change | 3,363,600 | 253,985 | 20.48% | 20.48% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 3,256,597 | 245,905 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| HighTower Advisors, LLC | History | No change | 3,247,846 | 245,244 | 0.24% | 0.24% | 24 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 3,114,126 | 235,147 | 0.13% | 0.13% | 25 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 3,104,618 | 234,429 | 0.29% | 0.29% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 2,939,343 | 221,949 | 0.27% | 0.27% | 27 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 2,933,050 | 221,474 | 0.27% | 0.27% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,856,257 | 215,675 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 2,756,374 | 208,180 | 0.25% | 0.25% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Erste Asset Management GmbH | History | No change | 2,623,650 | 198,111 | 1.54% | 1.54% | 31 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,226,695 | 168,138 | 0.14% | 0.14% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Proficio Capital Partners LLC | History | No change | 2,191,169 | 165,455 | 5.94% | 5.94% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 2,179,893 | 164,603 | 0.25% | 0.25% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 2,002,888 | 151,238 | 0.24% | 0.24% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARVARD MANAGEMENT CO INC | History | No change | 1,980,085 | 149,516 | 3.51% | 3.51% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 1,915,838 | 144,664 | 0.22% | 0.22% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 1,880,450 | 141,990 | 0.17% | 0.17% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 1,840,038 | 138,941 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cresset Asset Management, LLC | History | No change | 1,771,071 | 133,733 | 0.48% | 0.48% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arnhold LLC | History | No change | 1,757,254 | 132,690 | 9.28% | 9.28% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,670,513 | 126,140 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,659,286 | 125,292 | 0.69% | 0.69% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EQUITABLE TRUST CO | History | No change | 1,657,565 | 125,162 | 5.22% | 5.22% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AlTi Global, Inc. | History | No change | 1,651,446 | 124,700 | 2.58% | 2.58% | 45 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 1,646,017 | 124,290 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pennsylvania State University | History | No change | 1,574,099 | 122,937 | 48.85% | 47.82% | 47 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 1,616,153 | 122,035 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOON CAPITAL MANAGEMENT LP | History | No change | 1,559,604 | 117,765 | 79.53% | 79.53% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 1,551,830 | 117,178 | 1.55% | 1.55% | 50 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chevy Chase Trust Holdings, LLC | History | No change | 1,493,851 | 112,800 | 0.29% | 0.29% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,433,117 | 108,214 | 0.1% | 0.1% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANZ SE | History | No change | 1,381,533 | 104,319 | 1.1% | 1.1% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,337,852 | 101,021 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CRCM LP | History | No change | 1,313,821 | 99,206 | 65.29% | 65.29% | 55 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Baird Financial Group, Inc. | History | No change | 1,279,618 | 96,623 | 0.13% | 0.13% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GROUP ONE TRADING LLC | History | No change | 1,259,200 | 95,082 | 0.13% | 0.13% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 1,195,340 | 90,260 | 9.18% | 9.18% | 58 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,186,238 | 89,572 | 0.18% | 0.18% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EMORY UNIVERSITY | History | No change | 1,184,586 | 89,448 | 55.87% | 55.87% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Neuberger Berman Group LLC | History | No change | 1,130,603 | 85,371 | 0.06% | 0.06% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 1,129,781 | 85,309 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 1,074,602 | 81,143 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 1,038,795 | 78,439 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 1,019,061 | 76,949 | 2.86% | 2.86% | 65 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 1,017,800 | 76,854 | 0.23% | 0.23% | 66 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 1,013,648 | 76,540 | 0.57% | 0.57% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 985,621 | 74,424 | 0.13% | 0.13% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 980,233 | 74,017 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MAI Capital Management | History | No change | 977,186 | 73,787 | 0.28% | 0.28% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VCU Investment Management Co | History | No change | 969,928 | 73,239 | 94.96% | 94.96% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FORBES J M & CO LLP | History | No change | 911,672 | 68,840 | 5.41% | 5.41% | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 907,372 | 68,516 | 0.16% | 0.16% | 73 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Janney Montgomery Scott LLC | History | No change | 904,231 | 68,279 | 0.13% | 0.13% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pictet Asset Management Holding SA | History | No change | 899,141 | 67,912 | 0.06% | 0.06% | 75 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CENTRAL TRUST Co | History | No change | 887,292 | 66,999 | 1.21% | 1.21% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IMC-Chicago, LLC | History | No change | 881,970 | 66,597 | 0.02% | 0.02% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | No change | 880,867 | 66,514 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 877,484 | 66,258 | 0.56% | 0.56% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Permanens Capital L.P. | History | No change | 858,088 | 64,794 | 6.66% | 6.66% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 849,212 | 64,094 | 0.38% | 0.38% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Circle Wealth Management, LLC | History | No change | 819,093 | 61,849 | 0.78% | 0.78% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MAINSTAY CAPITAL MANAGEMENT LLC /ADV | History | No change | 807,662 | 60,986 | 4.51% | 4.51% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIMPLEX TRADING, LLC | History | No change | 794,400 | 59,985 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Creative Planning | History | No change | 792,471 | 59,839 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 780,110 | 58,906 | 5.01% | 5.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Oxbow Advisors, LLC | History | No change | 774,373 | 58,472 | 4.75% | 4.75% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ANDERSON HOAGLAND & CO | History | No change | 769,660 | 58,117 | 4.55% | 4.55% | 88 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| NewEdge Advisors, LLC | History | No change | 756,577 | 57,129 | 0.17% | 0.17% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 744,703 | 56,232 | 0.26% | 0.26% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 733,498 | 56,151 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| National Philanthropic Trust | History | No change | 742,991 | 56,103 | 0.81% | 0.81% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gotham Asset Management, LLC | History | No change | 730,122 | 55,131 | 0.13% | 0.13% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Twin Tree Management, LP | History | No change | 711,246 | 53,706 | 1.01% | 1.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 707,800 | 53,445 | 0.77% | 0.77% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 699,025 | 52,783 | 0.84% | 0.84% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 691,008 | 52,178 | 0.54% | 0.54% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Narwhal Capital Management | History | No change | 672,087 | 50,749 | 3.5% | 3.5% | 98 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 667,089 | 50,371 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Employees Retirement System of Texas | History | No change | 663,500 | 50,101 | 0.4% | 0.4% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 660,237 | 49,854 | 1.8% | 1.8% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 655,374 | 49,487 | 1.67% | 1.67% | 102 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HSBC HOLDINGS PLC | History | No change | 650,137 | 49,081 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Biltmore Family Office, LLC | History | No change | 645,613 | 48,750 | 6.41% | 6.41% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Advisors, LLC | History | No change | 641,393 | 48,431 | 5.5% | 5.5% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GenWealth Group, Inc. | History | No change | 636,522 | 48,063 | 7.49% | 7.49% | 106 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| IEQ CAPITAL, LLC | History | No change | 635,258 | 47,968 | 0.22% | 0.22% | 107 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evercore Wealth Management, LLC | History | No change | 627,964 | 47,417 | 0.67% | 0.67% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 606,122 | 45,768 | 0.29% | 0.29% | 109 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Williams Jones Wealth Management, LLC. | History | No change | 605,714 | 45,737 | 0.52% | 0.52% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 604,758 | 45,657 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Intellus Advisors LLC | History | No change | 589,664 | 44,525 | 5.41% | 5.41% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 583,062 | 44,027 | 0.14% | 0.14% | 113 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 575,894 | 43,485 | 0.21% | 0.21% | 114 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 555,178 | 41,921 | 5.46% | 5.46% | 115 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| IFP Advisors, Inc | History | No change | 555,136 | 41,918 | 0.76% | 0.76% | 116 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 538,401 | 40,654 | 0.14% | 0.14% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Eurizon Asset Management Hungary Ltd. | History | No change | 533,074 | 40,252 | 42.86% | 42.86% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 530,298 | 40,042 | 0.2% | 0.2% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 524,796 | 39,627 | 0.1% | 0.1% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 517,314 | 39,297 | 0.1% | 0.1% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CADINHA & CO LLC | History | No change | 516,618 | 39,009 | 5.78% | 5.78% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STUART INVESTMENT ADVISORS, INC. | History | No change | 513,674 | 38,787 | 15.6% | 15.6% | 123 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Corient Private Wealth LP | History | No change | 503,990 | 38,056 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 500,409 | 37,785 | 5.01% | 5.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIFTH THIRD BANCORP | History | No change | 495,989 | 37,452 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Zhang Financial LLC | History | No change | 467,941 | 35,334 | 1.03% | 1.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Blue Trust, Inc. | History | No change | 460,543 | 34,775 | 0.36% | 0.36% | 128 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 458,998 | 34,658 | 0.49% | 0.49% | 129 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Merit Financial Group, LLC | History | No change | 448,234 | 33,846 | 0.21% | 0.21% | 130 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 444,396 | 33,556 | 1.51% | 1.51% | 131 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 440,971 | 33,297 | 8.82% | 8.82% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 431,181 | 32,558 | 0.15% | 0.15% | 133 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 426,515 | 32,206 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SPINNAKER TRUST | History | No change | 422,086 | 31,871 | 1.55% | 1.55% | 135 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WESCAP Management Group, Inc. | History | No change | 421,606 | 31,835 | 5.94% | 5.94% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 413,958 | 31,257 | 0.48% | 0.48% | 137 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BFSG, LLC | History | No change | 397,969 | 30,050 | 2.66% | 2.66% | 138 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 397,825 | 30,039 | 1.06% | 1.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VPR Management LLC | History | No change | 395,430 | 29,858 | 11.99% | 11.99% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 587,655 | 29,443 | 0.05% | 0.05% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUE Private Wealth Advisors | History | No change | 389,255 | 29,392 | 2.54% | 2.54% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 380,803 | 28,754 | 0.08% | 0.08% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Family Office, LLC | History | No change | 375,916 | 28,385 | 11.4% | 11.4% | 144 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 374,204 | 28,256 | 0.24% | 0.24% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Equitable Holdings, Inc. | History | No change | 371,845 | 28,078 | 0.17% | 0.17% | 146 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 359,362 | 27,135 | 0.98% | 0.98% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quent Capital, LLC | History | No change | 355,443 | 26,839 | 1.65% | 1.65% | 148 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Shah Wealth Advisors, LLC | History | No change | 355,328 | 26,830 | 6.19% | 6.19% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 353,641 | 26,703 | 0.98% | 0.98% | 150 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Waverly Advisors, LLC | History | No change | 353,400 | 26,685 | 0.15% | 0.15% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VCI Wealth Management LLC | History | No change | 347,507 | 26,240 | 6.58% | 6.58% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 335,926 | 26,235 | 0.19% | 0.18% | 153 | +35,984 | 12.0% | Q3 2026 | Oct 08, 2026 |
| Chemistry Wealth Management LLC | History | No change | 346,112 | 26,134 | 4.18% | 4.18% | 154 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Modern Wealth Management, LLC | History | No change | 345,528 | 26,090 | 0.31% | 0.31% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Perigon Wealth Management, LLC | History | No change | 344,717 | 26,029 | 0.41% | 0.41% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Arkos Global Advisors | History | No change | 342,456 | 25,859 | 3.06% | 3.06% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 336,707 | 25,424 | 0.32% | 0.32% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 335,451 | 25,329 | 0.31% | 0.31% | 159 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | No change | 334,134 | 25,230 | 11.79% | 11.79% | 160 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Dakota Wealth Management | History | No change | 330,096 | 24,925 | 0.48% | 0.48% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 329,879 | 24,909 | 0.25% | 0.25% | 162 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MACKAY SHIELDS LLC | History | No change | 328,020 | 24,768 | 0.83% | 0.83% | 163 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| M&T BANK CORP | History | No change | 319,149 | 24,097 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Parcion Private Wealth LLC | History | No change | 318,583 | 24,056 | 1.34% | 1.34% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 318,499 | 24,049 | 0.18% | 0.18% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | No change | 313,194 | 23,649 | 0.25% | 0.25% | 167 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 312,445 | 23,592 | 3.01% | 3.01% | 168 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 312,256 | 23,578 | 0.23% | 0.23% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 311,696 | 23,537 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Vision Capital Management, Inc. | History | No change | 307,858 | 23,246 | 2.65% | 2.65% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 307,145 | 23,192 | 0.16% | 0.16% | 172 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AllGen Financial Advisors, Inc. | History | No change | 306,180 | 23,119 | 5.05% | 5.05% | 173 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 301,674 | 22,779 | 1.49% | 1.49% | 174 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BOKF, NA | History | No change | 301,157 | 22,740 | 0.31% | 0.31% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 299,586 | 22,622 | 1.89% | 1.89% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 297,940 | 22,497 | 1.35% | 1.35% | 177 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRUDENTIAL PLC | History | No change | 295,485 | 22,312 | 0.12% | 0.12% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cardinal Point Capital Management ULC | History | No change | 295,330 | 22,300 | 1.26% | 1.26% | 179 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 289,279 | 21,843 | 1.25% | 1.25% | 180 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sowa Financial Group, Inc. | History | No change | 285,204 | 21,536 | 10.04% | 10.04% | 181 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 284,219 | 21,462 | 0.04% | 0.04% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 284,111 | 21,453 | 1.33% | 1.33% | 183 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 283,701 | 21,422 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 282,506 | 21,332 | 0.44% | 0.44% | 185 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 281,952 | 21,290 | 2.16% | 2.16% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| STEPHENS INC /AR/ | History | No change | 281,519 | 21,257 | 0.24% | 0.24% | 187 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wallington Asset Management, LLC | History | No change | 280,535 | 21,183 | 2.6% | 2.6% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NKCFO LLC | History | No change | 279,400 | 21,097 | 6.39% | 6.39% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modus Advisors, LLC | History | No change | 276,829 | 20,903 | 5.16% | 5.16% | 190 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AMG National Trust Bank | History | No change | 272,942 | 20,609 | 0.42% | 0.42% | 191 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMERCE BANK | History | No change | 272,265 | 20,558 | 0.09% | 0.09% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cypress Capital Group | History | No change | 269,426 | 20,344 | 1.9% | 1.9% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 265,660 | 20,059 | 1.23% | 1.23% | 194 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | No change | 265,275 | 20,030 | 2.64% | 2.64% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 263,548 | 19,900 | 0.08% | 0.08% | 196 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SOFI WEALTH, LLC | History | No change | 263,368 | 19,886 | 0.8% | 0.8% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 261,405 | 19,738 | 0.23% | 0.23% | 198 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SYON CAPITAL LLC | History | No change | 259,519 | 19,596 | 0.85% | 0.85% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 258,407 | 19,512 | 0.13% | 0.13% | 200 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Brookstone Capital Management | History | No change | 258,296 | 19,503 | 0.2% | 0.2% | 201 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 251,889 | 19,020 | 0.4% | 0.4% | 202 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealth Quarterback LLC | History | No change | 250,563 | 18,920 | 5.84% | 5.84% | 203 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Arax Advisory Partners | History | No change | 249,715 | 18,855 | 0.12% | 0.12% | 204 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 248,254 | 18,745 | 0.21% | 0.21% | 205 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pictet North America Advisors SA | History | No change | 248,044 | 18,729 | 1.65% | 1.65% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 247,086 | 18,657 | 0.88% | 0.88% | 207 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hamilton Wealth, LLC | History | No change | 245,631 | 18,547 | 3.4% | 3.4% | 208 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JSF Financial, LLC | History | No change | 244,608 | 18,470 | 2.92% | 2.92% | 209 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Timber Creek Capital Management LLC | History | No change | 241,959 | 18,270 | 3.73% | 3.73% | 210 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MGO ONE SEVEN LLC | History | No change | 241,931 | 18,268 | 0.3% | 0.3% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CPA Asset Management Group, LLC | History | No change | 240,930 | 18,192 | 5.24% | 5.24% | 212 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BCWM, LLC | History | No change | 240,889 | 18,189 | 5.32% | 5.32% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 240,126 | 18,131 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 234,174 | 17,682 | 0.07% | 0.07% | 215 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 233,678 | 17,645 | 4.8% | 4.8% | 216 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lifeworks Advisors, LLC | History | No change | 232,160 | 17,530 | 1.84% | 1.84% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 228,943 | 17,287 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Faithward Advisors, LLC | History | No change | 228,192 | 17,230 | 2.1% | 2.1% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COHEN & STEERS, INC. | History | No change | 228,069 | 17,221 | 0.03% | 0.03% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UMB Bank, n.a. | History | No change | 226,229 | 17,082 | 0.22% | 0.22% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisory Services Network, LLC | History | No change | 224,727 | 16,969 | 0.19% | 0.19% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Verger Capital Management LLC | History | No change | 223,830 | 16,901 | 4.95% | 4.95% | 223 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Leonard Rickey Investment Advisors P.L.L.C. | History | No change | 223,547 | 16,879 | 2.65% | 2.65% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sigma Planning Corp | History | No change | 220,618 | 16,658 | 0.42% | 0.42% | 225 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fielder Capital Group LLC | History | No change | 218,233 | 16,478 | 3.57% | 3.57% | 226 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Forza Wealth Management, LLC | History | No change | 216,851 | 16,374 | 5.02% | 5.02% | 227 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 214,200 | 16,174 | 0.97% | 0.97% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| QUEST INVESTMENT MANAGEMENT LLC | History | No change | 212,782 | 16,067 | 1.88% | 1.88% | 229 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 205,888 | 15,958 | 0.41% | 0.41% | 230 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| &PARTNERS | History | No change | 209,714 | 15,848 | 0.07% | 0.07% | 231 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | No change | 208,539 | 15,746 | 0.09% | 0.09% | 232 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 205,853 | 15,543 | 2.19% | 2.19% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAGE PRIVATE WEALTH GROUP, LLC | History | No change | 204,868 | 15,469 | 6.95% | 6.95% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 203,877 | 15,394 | 0.07% | 0.07% | 235 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 202,270 | 15,273 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CSS LLC/IL | History | No change | 200,040 | 15,105 | 0.59% | 0.59% | 237 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advocacy Wealth Management, LLC | History | No change | 197,676 | 14,926 | 0.54% | 0.54% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| World Investment Advisors | History | No change | 172,440 | 14,915 | 0.25% | 0.25% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| White Lighthouse Investment Management Inc. | History | No change | 196,065 | 14,804 | 1.85% | 1.85% | 240 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 195,400 | 14,754 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DWM Financial Group, Inc. | History | No change | 179,766 | 14,591 | 13.0% | 13.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Bank & Trust | History | Added to | 182,412 | 14,246 | 1.42% | 1.17% | 243 | +25,794 | 16.47% | Q3 2026 | Oct 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 187,221 | 14,137 | 0.13% | 0.13% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 184,243 | 13,912 | 0.66% | 0.66% | 245 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 183,362 | 13,845 | 0.99% | 0.99% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Three Bridge Wealth Advisors, LLC | History | No change | 183,087 | 13,824 | 3.46% | 3.46% | 247 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Purkiss Capital Advisors LLC | History | No change | 182,194 | 13,757 | 5.24% | 5.24% | 248 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Private Harbour Investment Management & Counsel, LLC | History | No change | 180,105 | 13,599 | 16.13% | 16.13% | 249 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 179,467 | 13,551 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 179,228 | 13,533 | 0.15% | 0.15% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wealth Management Partners, LLC | History | No change | 177,803 | 13,425 | 3.16% | 3.16% | 252 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Regency Capital Management Inc.\DE | History | No change | 177,738 | 13,420 | 5.34% | 5.34% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Legend Financial Advisors, Inc. | History | No change | 176,990 | 13,364 | 7.59% | 7.59% | 254 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JB Capital LLC | History | No change | 175,850 | 13,278 | 0.46% | 0.46% | 255 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EFG International AG | History | No change | 175,224 | 13,231 | 0.24% | 0.24% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 174,349 | 13,165 | 0.81% | 0.81% | 257 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 173,052 | 13,067 | 1.28% | 1.28% | 258 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 166,274 | 12,985 | 0.96% | 0.95% | 259 | +1,026 | 0.62% | Q3 2026 | Oct 01, 2026 |
| SAPIENT CAPITAL LLC | History | Added to | 164,792 | 12,870 | 0.17% | 0.16% | 260 | +5,953 | 3.75% | Q3 2026 | Oct 08, 2026 |
| Upper Left Wealth Management, LLC | History | No change | 165,498 | 12,496 | 6.92% | 6.92% | 261 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SEEDS INVESTOR LLC | History | No change | 162,857 | 12,297 | 1.26% | 1.26% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 162,235 | 12,284 | 0.07% | 0.07% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 160,957 | 12,153 | 0.19% | 0.19% | 264 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STEPHEN J. GARRY & ASSOCIATES, LLC | History | No change | 160,529 | 12,121 | 8.84% | 8.84% | 265 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 159,602 | 12,051 | 3.34% | 3.34% | 266 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ROGCO, LP | History | No change | 158,010 | 11,931 | 3.65% | 3.65% | 267 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Apollon Wealth Management, LLC | History | No change | 157,656 | 11,904 | 0.14% | 0.14% | 268 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CreativeOne Wealth, LLC | History | No change | 156,405 | 11,810 | 0.25% | 0.25% | 269 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | No change | 154,581 | 11,672 | 1.43% | 1.43% | 270 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Brookwood Investment Group LLC | History | No change | 153,685 | 11,604 | 1.31% | 1.31% | 271 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SAGE RHINO CAPITAL LLC | History | No change | 153,370 | 11,580 | 1.88% | 1.88% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jump Financial, LLC | History | No change | 153,145 | 11,563 | 0.09% | 0.09% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Trust Co | History | No change | 152,876 | 11,543 | 0.13% | 0.13% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 152,699 | 11,530 | 2.35% | 2.35% | 275 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parkside Investments, LLC | History | No change | 151,885 | 11,468 | 1.27% | 1.27% | 276 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 151,511 | 11,440 | 0.14% | 0.14% | 277 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 150,646 | 11,375 | 0.56% | 0.56% | 278 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Morton Capital Management LLC/CA | History | No change | 150,109 | 11,334 | 1.55% | 1.55% | 279 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| E Fund Management Co., Ltd. | History | No change | 149,964 | 11,323 | 0.25% | 0.25% | 280 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ascent Group, LLC | History | No change | 149,714 | 11,304 | 0.34% | 0.34% | 281 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Marino Management, LLC | History | No change | 149,479 | 11,290 | 2.35% | 2.35% | 282 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Harbour Wealth Management Group, Inc. | History | No change | 149,297 | 11,273 | 7.62% | 7.62% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Shepherd Financial Partners LLC | History | No change | 149,054 | 11,255 | 0.92% | 0.92% | 284 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Signet Investment Advisory Group, Inc. | History | No change | 147,594 | 11,144 | 4.9% | 4.9% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Old Port Advisors | History | No change | 146,190 | 11,038 | 2.17% | 2.17% | 286 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 140,871 | 10,980 | 3.15% | 2.92% | 287 | +9,250 | 7.03% | Q3 2026 | Oct 09, 2026 |
| Wills Financial Group LLC | History | No change | 145,131 | 10,958 | 3.99% | 3.99% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | No change | 144,266 | 10,893 | 2.01% | 2.01% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BSW Wealth Partners | History | No change | 143,524 | 10,837 | 1.21% | 1.21% | 290 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Broussard Financial Group LLC | History | No change | 143,120 | 10,806 | 8.65% | 8.65% | 291 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DSG Capital Advisors, LLC | History | No change | 141,590 | 10,799 | 1.53% | 1.53% | 292 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Avestar Capital, LLC | History | No change | 142,505 | 10,760 | 0.6% | 0.6% | 293 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Waterloo Capital, L.P. | History | No change | 139,369 | 10,523 | 0.59% | 0.59% | 294 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 138,128 | 10,430 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifeWealth Investments, LLC | History | No change | 137,841 | 10,408 | 2.78% | 2.78% | 296 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| XCELSIOR ADVISOR PARTNERS LLC | History | No change | 137,167 | 10,357 | 1.36% | 1.36% | 297 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 131,360 | 10,259 | 1.88% | 1.81% | 298 | +5,042 | 3.99% | Q3 2026 | Oct 01, 2026 |
| New Harbor Financial Group, LLC | History | No change | 135,621 | 10,240 | 1.62% | 1.62% | 299 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Spire Wealth Management | History | No change | 134,943 | 10,193 | 0.31% | 0.31% | 300 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |