iSHARES TRUST - IBB

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.
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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 6,875,131 1,307,581 0.08% 0.08% 1 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 4,760,709 905,439 0.3% 0.3% 2 0 0.0% Q2 2026 Aug 03, 2026
MORGAN STANLEY History No change 3,320,977 631,616 0.03% 0.03% 3 0 0.0% Q2 2026 Aug 13, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 2,217,939 421,829 0.15% 0.15% 4 0 0.0% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History No change 1,588,107 302,042 0.22% 0.22% 5 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 1,176,177 223,697 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 1,122,659 213,518 0.05% 0.05% 7 0 0.0% Q2 2026 Sep 23, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,050,594 199,812 0.05% 0.05% 8 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 1,029,643 195,827 0.03% 0.03% 9 0 0.0% Q2 2026 Aug 14, 2026
COMMERCE BANK History No change 909,315 172,942 0.76% 0.76% 10 0 0.0% Q2 2026 Aug 12, 2026
UBS Group AG History No change 877,373 166,867 0.02% 0.02% 11 0 0.0% Q2 2026 Aug 13, 2026
PEAK6 LLC History No change 833,100 158,447 0.33% 0.33% 12 0 0.0% Q2 2026 Aug 12, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 801,061 152,353 0.01% 0.01% 13 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 789,395 150,135 0.03% 0.03% 14 0 0.0% Q2 2026 Aug 07, 2026
ROYAL BANK OF CANADA History No change 763,049 145,125 0.02% 0.02% 15 0 0.0% Q2 2026 Aug 14, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History No change 726,000 138,077 0.19% 0.19% 16 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 677,353 128,825 0.15% 0.15% 17 0 0.0% Q2 2026 Jul 28, 2026
WestEnd Advisors, LLC History No change 655,852 124,744 2.78% 2.78% 18 0 0.0% Q2 2026 Jul 22, 2026
Janney Montgomery Scott LLC History No change 653,390 124,268 0.24% 0.24% 19 0 0.0% Q2 2026 Aug 05, 2026
JPMORGAN CHASE & CO History No change 630,190 119,603 0.01% 0.01% 20 0 0.0% Q2 2026 Aug 12, 2026
BARCLAYS PLC History No change 553,645 105,297 0.02% 0.02% 21 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 314,505 59,815 0.03% 0.03% 22 0 0.0% Q2 2026 Aug 07, 2026
Jefferies Financial Group Inc. History No change 302,306 57,495 0.38% 0.38% 23 0 0.0% Q2 2026 Aug 17, 2026
CITADEL ADVISORS LLC History No change 252,200 47,965 0.01% 0.01% 24 0 0.0% Q2 2026 Sep 02, 2026
VICTORY CAPITAL MANAGEMENT INC History No change 234,310 44,563 0.02% 0.02% 25 0 0.0% Q2 2026 Aug 07, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 208,618 39,677 0.07% 0.07% 26 0 0.0% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History No change 191,100 36,345 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
STIFEL FINANCIAL CORP History No change 174,738 33,234 0.03% 0.03% 28 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 146,356 27,835 0.04% 0.04% 29 0 0.0% Q2 2026 Aug 13, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 137,834 26,214 0.03% 0.03% 30 0 0.0% Q2 2026 Jul 29, 2026
AMERIPRISE FINANCIAL INC History No change 131,138 25,071 0.01% 0.01% 31 0 0.0% Q2 2026 Aug 14, 2026
Focus Partners Wealth History No change 126,258 24,013 0.02% 0.02% 32 0 0.0% Q2 2026 Aug 12, 2026
ALBION FINANCIAL GROUP /UT History No change 119,635 22,753 1.32% 1.32% 33 0 0.0% Q2 2026 Jul 22, 2026
Generali Investments CEE, investicni spolecnost, a.s. History No change 116,115 22,083 1.05% 1.05% 34 0 0.0% Q2 2026 Jul 13, 2026
Cetera Investment Advisers History No change 115,804 22,024 0.02% 0.02% 35 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 102,066 19,423 0.02% 0.02% 36 0 0.0% Q2 2026 Aug 14, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 101,838 19,368 0.02% 0.02% 37 0 0.0% Q2 2026 Sep 09, 2026
Itau Unibanco Holding S.A. History No change 98,876 18,805 0.36% 0.36% 38 0 0.0% Q2 2026 Aug 14, 2026
INVESTMENT HOUSE LLC History No change 96,715 18,394 0.83% 0.83% 39 0 0.0% Q2 2026 Jul 31, 2026
ExodusPoint Capital Management, LP History No change 96,038 18,265 0.12% 0.12% 40 0 0.0% Q2 2026 Aug 14, 2026
Erste Asset Management GmbH History No change 102,330 17,342 0.13% 0.13% 41 0 0.0% Q2 2026 Jul 28, 2026
CANADA LIFE ASSURANCE Co History No change 88,085 16,717 0.03% 0.03% 42 0 0.0% Q2 2026 Aug 13, 2026
MAI Capital Management History No change 86,701 16,489 0.06% 0.06% 43 0 0.0% Q2 2026 Aug 14, 2026
MML INVESTORS SERVICES, LLC History No change 85,623 16,284 0.03% 0.03% 44 0 0.0% Q2 2026 Aug 07, 2026
ASSETMARK, INC History No change 85,289 16,221 0.03% 0.03% 45 0 0.0% Q2 2026 Jul 30, 2026
CAPITAL FUND MANAGEMENT S.A. History No change 83,945 15,965 0.07% 0.07% 46 0 0.0% Q2 2026 Aug 13, 2026
APPLETON PARTNERS INC/MA History No change 75,359 14,333 0.88% 0.88% 47 0 0.0% Q2 2026 Jul 21, 2026
Creative Planning History No change 72,878 13,860 0.01% 0.01% 48 0 0.0% Q2 2026 Aug 13, 2026
FACTORY MUTUAL INSURANCE CO History No change 71,000 13,503 0.13% 0.13% 49 0 0.0% Q2 2026 Jul 21, 2026
D. E. Shaw & Co., Inc. History No change 68,971 13,117 0.01% 0.01% 50 0 0.0% Q2 2026 Aug 14, 2026
Bronte Capital Management Pty Ltd. History No change 65,807 12,515 1.34% 1.34% 51 0 0.0% Q2 2026 Aug 04, 2026
Caption Management, LLC History No change 64,100 12,191 0.06% 0.06% 52 0 0.0% Q2 2026 Aug 14, 2026
CUMBERLAND ADVISORS INC History No change 64,018 12,175 4.29% 4.29% 53 0 0.0% Q2 2026 Jul 21, 2026
NTV ASSET MANAGEMENT LLC History No change 63,985 12,169 1.19% 1.19% 54 0 0.0% Q2 2026 Aug 05, 2026
Cerity Partners LLC History No change 63,694 12,113 0.01% 0.01% 55 0 0.0% Q2 2026 Aug 14, 2026
Volterra Technologies LP History No change 63,397 12,057 1.74% 1.74% 56 0 0.0% Q2 2026 Aug 14, 2026
Beacon Pointe Advisors, LLC History No change 63,297 12,038 0.06% 0.06% 57 0 0.0% Q2 2026 Aug 18, 2026
Tradition Wealth Management, LLC History No change 62,184 11,826 0.72% 0.72% 58 0 0.0% Q2 2026 Aug 11, 2026
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC History No change 61,030 11,607 0.95% 0.95% 59 0 0.0% Q2 2026 Jul 16, 2026
SG Americas Securities, LLC History No change 60,345 11,477 0.01% 0.01% 60 0 0.0% Q2 2026 Aug 07, 2026
Horizon Wealth Management, LLC History No change 60,285 11,465 1.46% 1.46% 61 0 0.0% Q2 2026 Aug 06, 2026
Apella Capital, LLC History No change 57,530 11,404 0.16% 0.16% 62 0 0.0% Q2 2026 Jul 08, 2026
Corient Private Wealth LP History No change 56,763 10,796 0.01% 0.01% 63 0 0.0% Q2 2026 Aug 27, 2026
Pictet Asset Management Holding SA History No change 54,950 10,428 0.01% 0.01% 64 0 0.0% Q2 2026 Jul 30, 2026
Parker Investment Management, LLC History No change 54,803 10,423 0.8% 0.8% 65 0 0.0% Q2 2026 Aug 14, 2026
BROWN ADVISORY INC History No change 54,793 10,421 0.02% 0.02% 66 0 0.0% Q2 2026 Aug 14, 2026
Reyes Financial Architecture, Inc. History No change 52,885 10,058 5.63% 5.63% 67 0 0.0% Q2 2026 Jul 16, 2026
Waverly Advisors, LLC History No change 52,515 9,987 0.06% 0.06% 68 0 0.0% Q2 2026 Aug 14, 2026
MILLENNIUM MANAGEMENT LLC History No change 51,974 9,884 0.0% 0.0% 69 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 51,503 9,795 0.05% 0.05% 70 0 0.0% Q2 2026 Aug 13, 2026
Humankind Investments LLC History No change 50,000 9,509 4.55% 4.55% 71 0 0.0% Q2 2026 Aug 14, 2026
IFP Advisors, Inc History No change 49,988 9,507 0.17% 0.17% 72 0 0.0% Q2 2026 Jul 20, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 49,951 9,500 0.11% 0.11% 73 0 0.0% Q2 2026 Aug 14, 2026
Steward Partners Investment Advisory, LLC History No change 48,321 9,190 0.05% 0.05% 74 0 0.0% Q2 2026 Aug 13, 2026
Qube Research & Technologies Ltd History No change 47,278 8,991 0.01% 0.01% 75 0 0.0% Q2 2026 Aug 14, 2026
Kestra Advisory Services, LLC History No change 47,195 8,975 0.03% 0.03% 76 0 0.0% Q2 2026 Jul 28, 2026
Henshaw Capital LLC History No change 47,000 8,938 0.29% 0.29% 77 0 0.0% Q2 2026 Aug 12, 2026
NEVILLE RODIE & SHAW INC History Added to 42,235 8,892 0.6% 0.52% 78 +233 0.55% Q3 2026 Oct 05, 2026
L & S Advisors Inc History No change 46,044 8,757 0.91% 0.91% 79 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 46,004 8,749 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 05, 2026
DAVENPORT & Co LLC History No change 45,300 8,615 0.04% 0.04% 81 0 0.0% Q2 2026 Jul 13, 2026
Cambridge Investment Research Advisors, Inc. History No change 43,800 8,330 0.02% 0.02% 82 0 0.0% Q2 2026 Jul 27, 2026
FORBES J M & CO LLP History No change 43,371 8,248 0.65% 0.65% 83 0 0.0% Q2 2026 Jul 20, 2026
DAFNA Capital Management LLC History No change 42,595 8,101 1.54% 1.54% 84 0 0.0% Q2 2026 Aug 14, 2026
TOTH FINANCIAL ADVISORY CORP History No change 42,261 8,037 0.78% 0.78% 85 0 0.0% Q2 2026 Jul 14, 2026
Concurrent Investment Advisors, LLC History No change 41,899 7,968 0.07% 0.07% 86 0 0.0% Q2 2026 Jul 27, 2026
SP Asset Management LLC History No change 41,213 7,838 0.63% 0.63% 87 0 0.0% Q2 2026 Aug 04, 2026
FIRST INTERSTATE BANK History No change 40,526 7,707 0.4% 0.4% 88 0 0.0% Q2 2026 Jul 24, 2026
Summit Financial, LLC History No change 39,708 7,552 0.08% 0.08% 89 0 0.0% Q2 2026 Aug 12, 2026
EQUITABLE TRUST CO History No change 39,645 7,540 0.31% 0.31% 90 0 0.0% Q2 2026 Jul 23, 2026
MMBG INVESTMENT ADVISORS CO. History No change 37,637 7,158 0.57% 0.57% 91 0 0.0% Q2 2026 Aug 10, 2026
BANK OF MONTREAL /CAN/ History No change 35,445 6,741 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 12, 2026
BEARING POINT CAPITAL, LLC History No change 35,304 6,714 0.91% 0.91% 93 0 0.0% Q2 2026 Aug 11, 2026
Twin Tree Management, LP History No change 35,120 6,679 0.13% 0.13% 94 0 0.0% Q2 2026 Aug 12, 2026
Michelson Medical Research Foundation, Inc. History No change 35,095 6,674 6.17% 6.17% 95 0 0.0% Q2 2026 Aug 14, 2026
J. Goldman & Co LP History No change 34,900 6,637 0.17% 0.17% 96 0 0.0% Q2 2026 Aug 14, 2026
Addison Capital Co History No change 34,397 6,542 1.07% 1.07% 97 0 0.0% Q2 2026 Aug 04, 2026
Williams Jones Wealth Management, LLC. History No change 33,917 6,450 0.07% 0.07% 98 0 0.0% Q2 2026 Aug 05, 2026
JONES FINANCIAL COMPANIES LLLP History No change 33,901 6,351 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 14, 2026
Allspring Global Investments Holdings, LLC History No change 32,336 6,147 0.01% 0.01% 100 0 0.0% Q2 2026 Aug 13, 2026
Equitable Holdings, Inc. History No change 31,528 5,996 0.04% 0.04% 101 0 0.0% Q2 2026 Aug 17, 2026
Colonial Trust Advisors History No change 31,392 5,970 0.42% 0.42% 102 0 0.0% Q2 2026 Aug 11, 2026
McCollum Christoferson Group LLC History No change 30,924 5,881 1.72% 1.72% 103 0 0.0% Q2 2026 Jul 13, 2026
Aristides Capital LLC History No change 30,406 5,782 1.12% 1.12% 104 0 0.0% Q2 2026 Aug 13, 2026
Y-Intercept (Hong Kong) Ltd History No change 30,280 5,758 0.11% 0.11% 105 0 0.0% Q2 2026 Jul 13, 2026
Mariner, LLC History No change 29,542 5,618 0.01% 0.01% 106 0 0.0% Q2 2026 Aug 13, 2026
SOUTHERN CAPITAL ADVISORS, LLC History No change 29,008 5,517 2.3% 2.3% 107 0 0.0% Q2 2026 Jul 14, 2026
Howard Capital Management Group, LLC History No change 28,887 5,494 0.34% 0.34% 108 0 0.0% Q2 2026 Jul 16, 2026
CMH Wealth Management LLC History No change 28,838 5,484 0.84% 0.84% 109 0 0.0% Q2 2026 Jul 09, 2026
Crescent Grove Advisors, LLC History No change 28,620 5,443 0.45% 0.45% 110 0 0.0% Q2 2026 Aug 10, 2026
Ashton Thomas Private Wealth, LLC History No change 28,054 5,335 0.11% 0.11% 111 0 0.0% Q2 2026 Jul 29, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 29,848 5,334 0.01% 0.01% 112 0 0.0% Q2 2026 Jul 15, 2026
Gladstone Institutional Advisory LLC History No change 27,582 5,245 0.17% 0.17% 113 0 0.0% Q2 2026 Jul 27, 2026
FIFTH THIRD BANCORP History No change 27,456 5,221 0.01% 0.01% 114 0 0.0% Q2 2026 Aug 05, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 27,427 5,216 0.09% 0.09% 115 0 0.0% Q2 2026 Jul 23, 2026
Concord Investment Counsel Inc. History No change 27,445 5,216 1.42% 1.42% 116 0 0.0% Q2 2026 Aug 11, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 27,208 5,174 0.0% 0.0% 117 0 0.0% Q2 2026 Aug 12, 2026
Blume Capital Management, Inc. History No change 27,113 5,156 0.75% 0.75% 118 0 0.0% Q2 2026 Jul 27, 2026
Kera Capital Partners, Inc. History No change 26,886 5,113 0.49% 0.49% 119 0 0.0% Q2 2026 Aug 14, 2026
HARBOUR INVESTMENT MANAGEMENT LLC History No change 25,150 4,783 2.47% 2.47% 120 0 0.0% Q2 2026 Jul 22, 2026
Miller Investment Management, LP History No change 25,040 4,762 0.44% 0.44% 121 0 0.0% Q2 2026 Aug 13, 2026
Militia Capital Management LLC History No change 24,100 4,583 0.14% 0.14% 122 0 0.0% Q2 2026 Aug 12, 2026
Chesley Taft & Associates LLC History No change 23,862 4,538 0.18% 0.18% 123 0 0.0% Q2 2026 Jul 08, 2026
GLENMEDE TRUST CO NA History No change 23,600 4,488 0.02% 0.02% 124 0 0.0% Q2 2026 Aug 10, 2026
Private Advisor Group, LLC History No change 23,602 4,488 0.02% 0.02% 125 0 0.0% Q2 2026 Jul 27, 2026
Gotham Asset Management, LLC History No change 23,519 4,473 0.01% 0.01% 126 0 0.0% Q2 2026 Aug 14, 2026
ASSOCIATED BANC-CORP History No change 23,298 4,431 0.11% 0.11% 127 0 0.0% Q2 2026 Jul 31, 2026
Analyst IMS Investment Management Services Ltd. History No change 23,207 4,413 0.1% 0.1% 128 0 0.0% Q2 2026 Jul 29, 2026
Baird Financial Group, Inc. History No change 22,980 4,370 0.01% 0.01% 129 0 0.0% Q2 2026 Aug 12, 2026
NBT BANK, N.A. History No change 22,811 4,338 0.29% 0.29% 130 0 0.0% Q2 2026 Jul 29, 2026
COFG Advisors, LLC History No change 22,768 4,330 0.75% 0.75% 131 0 0.0% Q2 2026 Aug 14, 2026
OPPENHEIMER & CO INC History No change 22,528 4,284 0.05% 0.05% 132 0 0.0% Q2 2026 Aug 03, 2026
Quantinno Capital Management LP History No change 22,223 4,226 0.01% 0.01% 133 0 0.0% Q2 2026 Aug 13, 2026
Eagle Strategies LLC History No change 22,192 4,220 0.42% 0.42% 134 0 0.0% Q2 2026 Jul 21, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 22,100 4,203 0.01% 0.01% 135 0 0.0% Q2 2026 Aug 13, 2026
Greenline Partners, LLC History No change 21,569 4,102 0.42% 0.42% 136 0 0.0% Q2 2026 Aug 14, 2026
WealthCare Investment Partners, LLC History No change 21,243 4,040 0.98% 0.98% 137 0 0.0% Q2 2026 Aug 10, 2026
MARTIN & CO INC /TN/ History No change 21,024 3,998 0.62% 0.62% 138 0 0.0% Q2 2026 Aug 12, 2026
CIBC Bancorp USA Inc. History No change 20,331 3,866 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 13, 2026
NORTHERN TRUST CORP History No change 20,236 3,848 0.0% 0.0% 140 0 0.0% Q2 2026 Aug 13, 2026
Fischer Financial Services, Inc. History No change 20,157 3,833 0.96% 0.96% 141 0 0.0% Q2 2026 Aug 11, 2026
&PARTNERS History No change 20,111 3,824 0.02% 0.02% 142 0 0.0% Q2 2026 Aug 14, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 20,011 3,805 0.07% 0.07% 143 0 0.0% Q2 2026 Jul 15, 2026
Coastal Bridge Advisors, LLC History No change 20,007 3,805 0.24% 0.24% 144 0 0.0% Q2 2026 Aug 17, 2026
MISSION WEALTH MANAGEMENT, LP History No change 19,711 3,748 0.05% 0.05% 145 0 0.0% Q2 2026 Jul 20, 2026
Marion Wealth Management History No change 19,709 3,748 0.76% 0.76% 146 0 0.0% Q2 2026 Jul 16, 2026
NewEdge Advisors, LLC History No change 19,622 3,731 0.01% 0.01% 147 0 0.0% Q2 2026 Aug 12, 2026
LYELL WEALTH MANAGEMENT, LP History No change 19,548 3,717 0.23% 0.23% 148 0 0.0% Q2 2026 Aug 05, 2026
Perkins Coie Trust Co History No change 19,544 3,716 0.62% 0.62% 149 0 0.0% Q2 2026 Jul 09, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 19,367 3,683 0.08% 0.08% 150 0 0.0% Q2 2026 Jul 17, 2026
FMR LLC History No change 18,641 3,555 0.0% 0.0% 151 0 0.0% Q2 2026 Aug 13, 2026
QVT Financial LP History No change 18,497 3,517 0.21% 0.21% 152 0 0.0% Q2 2026 Aug 14, 2026
KEYBANK NATIONAL ASSOCIATION/OH History No change 18,449 3,508 0.01% 0.01% 153 0 0.0% Q2 2026 Jul 28, 2026
Westside Investment Management, Inc. History No change 18,330 3,486 0.46% 0.46% 154 0 0.0% Q2 2026 Jul 27, 2026
Atria Investments, Inc History No change 17,514 3,331 0.03% 0.03% 155 0 0.0% Q2 2026 Jul 28, 2026
Atlantic Union Bankshares Corp History No change 17,377 3,304 0.06% 0.06% 156 0 0.0% Q2 2026 Aug 11, 2026
Traynor Capital Management, Inc. History No change 17,354 3,300 0.15% 0.15% 157 0 0.0% Q2 2026 Jul 22, 2026
ANDERSON HOAGLAND & CO History No change 17,022 3,237 0.25% 0.25% 158 0 0.0% Q2 2026 Jul 06, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 16,928 3,218 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 16,846 3,204 0.03% 0.03% 160 0 0.0% Q2 2026 Aug 03, 2026
BLAIR WILLIAM & CO/IL History No change 16,849 3,204 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 11, 2026
EP Wealth Advisors, LLC History No change 16,839 3,202 0.01% 0.01% 162 0 0.0% Q2 2026 Aug 11, 2026
ArchPoint Investors History No change 16,750 3,185 0.67% 0.67% 163 0 0.0% Q2 2026 Aug 13, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 16,740 3,183 2.31% 2.31% 164 0 0.0% Q2 2026 Jul 24, 2026
TUDOR INVESTMENT CORP ET AL History No change 16,732 3,182 0.0% 0.0% 165 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 16,689 3,174 0.03% 0.03% 166 0 0.0% Q2 2026 Jul 15, 2026
BAR HARBOR WEALTH MANAGEMENT History No change 16,535 3,144 0.17% 0.17% 167 0 0.0% Q2 2026 Jul 15, 2026
Bank Pictet & Cie (Europe) AG History No change 16,280 3,096 0.06% 0.06% 168 0 0.0% Q2 2026 Jul 24, 2026
Sender Co & Partners, Inc. History No change 16,209 3,082 0.89% 0.89% 169 0 0.0% Q2 2026 Aug 14, 2026
US BANCORP \DE\ History No change 15,827 3,010 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 12, 2026
Choate Investment Advisors History No change 15,352 2,919 0.05% 0.05% 171 0 0.0% Q2 2026 Aug 11, 2026
Florin Court Capital LLP History No change 14,900 2,833 4.63% 4.63% 172 0 0.0% Q2 2026 Aug 04, 2026
Avalon Trust Co History No change 14,805 2,815 0.17% 0.17% 173 0 0.0% Q2 2026 Aug 06, 2026
BTG Pactual Asset Management US LLC History No change 14,799 2,814 0.17% 0.17% 174 0 0.0% Q2 2026 Aug 14, 2026
Wealthfront Advisers LLC History No change 14,753 2,805 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 07, 2026
CAPTRUST FINANCIAL ADVISORS History No change 14,427 2,743 0.0% 0.0% 176 0 0.0% Q2 2026 Aug 13, 2026
FRANKLIN RESOURCES INC History No change 14,017 2,665 0.0% 0.0% 177 0 0.0% Q2 2026 Aug 13, 2026
Empirical Asset Management, LLC History No change 13,997 2,662 0.6% 0.6% 178 0 0.0% Q2 2026 Aug 10, 2026
Crestwood Advisors Group, LLC History No change 13,751 2,615 0.04% 0.04% 179 0 0.0% Q2 2026 Aug 03, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 13,660 2,598 0.0% 0.0% 180 0 0.0% Q2 2026 Aug 19, 2026
KCM INVESTMENT ADVISORS LLC History No change 13,640 2,594 0.08% 0.08% 181 0 0.0% Q2 2026 Aug 13, 2026
FAS Wealth Partners, Inc. History No change 13,419 2,552 0.13% 0.13% 182 0 0.0% Q2 2026 Jul 29, 2026
Martin Capital Advisors, LLP History No change 13,419 2,552 1.34% 1.34% 183 0 0.0% Q2 2026 Jul 24, 2026
CENTRAL TRUST Co History No change 13,342 2,537 0.05% 0.05% 184 0 0.0% Q2 2026 Jul 31, 2026
1ST SOURCE BANK History No change 13,311 2,531 0.11% 0.11% 185 0 0.0% Q2 2026 Aug 06, 2026
VALICENTI ADVISORY SERVICES INC History No change 13,280 2,526 0.48% 0.48% 186 0 0.0% Q2 2026 Jul 16, 2026
Viewpoint Capital Management LLC History No change 13,280 2,525 1.29% 1.29% 187 0 0.0% Q2 2026 Aug 04, 2026
Farther Finance Advisors, LLC History No change 13,147 2,500 0.02% 0.02% 188 0 0.0% Q2 2026 Jul 17, 2026
Belpointe Asset Management LLC History No change 13,090 2,489 0.08% 0.08% 189 0 0.0% Q2 2026 Jul 31, 2026
Intellectus Partners, LLC History No change 12,950 2,463 0.43% 0.43% 190 0 0.0% Q2 2026 Aug 12, 2026
New England Private Wealth Advisors LLC History No change 13,081 2,461 0.24% 0.24% 191 0 0.0% Q2 2026 Aug 04, 2026
Arcadia Wealth Management, Inc. History No change 12,914 2,456 1.17% 1.17% 192 0 0.0% Q2 2026 Aug 11, 2026
Texas Yale Capital Corp. History No change 12,840 2,442 0.05% 0.05% 193 0 0.0% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History No change 12,725 2,420 0.0% 0.0% 194 0 0.0% Q2 2026 Aug 06, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 12,643 2,404 0.16% 0.16% 195 0 0.0% Q2 2026 Aug 04, 2026
LEUTHOLD GROUP, LLC History No change 12,614 2,399 0.24% 0.24% 196 0 0.0% Q2 2026 Aug 04, 2026
Lido Advisors, LLC History No change 12,521 2,381 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 07, 2026
AQR CAPITAL MANAGEMENT LLC History No change 12,417 2,361 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 14, 2026
TD PRIVATE CLIENT WEALTH LLC History No change 12,383 2,355 0.04% 0.04% 199 0 0.0% Q2 2026 Aug 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 12,231 2,326 0.03% 0.03% 200 0 0.0% Q2 2026 Jul 24, 2026
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ History No change 12,187 2,317 0.95% 0.95% 201 0 0.0% Q2 2026 Sep 18, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 12,170 2,314 0.0% 0.0% 202 0 0.0% Q2 2026 Aug 14, 2026
Robertson Stephens Wealth Management, LLC History No change 12,135 2,308 0.06% 0.06% 203 0 0.0% Q2 2026 Jul 29, 2026
Cresset Asset Management, LLC History No change 11,649 2,215 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 14, 2026
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC History No change 11,488 2,184 1.31% 1.31% 205 0 0.0% Q2 2026 Aug 12, 2026
KKM Financial LLC History No change 11,454 2,178 0.3% 0.3% 206 0 0.0% Q2 2026 Aug 14, 2026
Bellwether Advisors, LLC History No change 11,441 2,175 0.32% 0.32% 207 0 0.0% Q2 2026 Aug 13, 2026
Walleye Trading LLC History No change 11,400 2,168 0.0% 0.0% 208 0 0.0% Q2 2026 Aug 03, 2026
Advisory Services Network, LLC History No change 11,347 2,158 0.02% 0.02% 209 0 0.0% Q2 2026 Aug 12, 2026
Stratos Wealth Partners, LTD. History No change 11,171 2,124 0.02% 0.02% 210 0 0.0% Q2 2026 Aug 11, 2026
Composition Wealth, LLC History No change 11,166 2,123 0.02% 0.02% 211 0 0.0% Q2 2026 Jul 22, 2026
Stegent Equity Advisors, Inc. History No change 11,097 2,110 1.51% 1.51% 212 0 0.0% Q2 2026 Jul 29, 2026
Novak & Powell Financial Services, Inc. History No change 11,077 2,106 0.99% 0.99% 213 0 0.0% Q2 2026 Aug 11, 2026
BURNS J W & CO INC/NY History No change 10,973 2,086 0.22% 0.22% 214 0 0.0% Q2 2026 Jul 15, 2026
Arkadios Wealth Advisors History No change 10,967 2,085 0.03% 0.03% 215 0 0.0% Q2 2026 Aug 10, 2026
Sage Capital Management, LLC History No change 10,923 2,077 0.81% 0.81% 216 0 0.0% Q2 2026 Jul 20, 2026
Pinnacle Financial Partners, Inc. History No change 10,693 2,033 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 14, 2026
Dakota Wealth Management History No change 10,607 2,017 0.04% 0.04% 218 0 0.0% Q2 2026 Aug 07, 2026
KANAWHA CAPITAL MANAGEMENT LLC History No change 10,517 2,000 0.13% 0.13% 219 0 0.0% Q2 2026 Jul 28, 2026
World Investment Advisors History No change 11,631 1,996 0.03% 0.03% 220 0 0.0% Q2 2026 Aug 13, 2026
HOEY INVESTMENTS, INC History No change 10,486 1,994 0.26% 0.26% 221 0 0.0% Q2 2026 Jul 27, 2026
Merit Financial Group, LLC History No change 10,434 1,984 0.01% 0.01% 222 0 0.0% Q2 2026 Jul 20, 2026
STRATEGIC ADVISORY PARTNERS, LLC History No change 10,367 1,971 1.4% 1.4% 223 0 0.0% Q2 2026 Aug 10, 2026
Main Street Financial Solutions, LLC History No change 10,264 1,952 0.13% 0.13% 224 0 0.0% Q2 2026 Aug 07, 2026
SCOTIA CAPITAL INC. History No change 10,222 1,944 0.01% 0.01% 225 0 0.0% Q2 2026 Aug 11, 2026
SECURITY NATIONAL BANK OF SO DAK History No change 10,056 1,912 0.88% 0.88% 226 0 0.0% Q2 2026 Sep 18, 2026
FSA WEALTH PARTNERS, INC. History No change 10,052 1,911 0.48% 0.48% 227 0 0.0% Q2 2026 Aug 03, 2026
Blue Fin Capital, Inc. History No change 10,021 1,905 0.28% 0.28% 228 0 0.0% Q2 2026 Aug 04, 2026
GARRISON POINT ADVISORS, LLC History No change 9,944 1,891 0.77% 0.77% 229 0 0.0% Q2 2026 Jul 31, 2026
Gerber Kawasaki Wealth & Investment Management History No change 9,935 1,889 0.05% 0.05% 230 0 0.0% Q2 2026 Aug 07, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History No change 9,910 1,884 0.02% 0.02% 231 0 0.0% Q2 2026 Aug 10, 2026
Cannell & Spears LLC History No change 9,843 1,872 0.03% 0.03% 232 0 0.0% Q2 2026 Aug 11, 2026
Avior Wealth Management, LLC History No change 9,707 1,846 0.05% 0.05% 233 0 0.0% Q2 2026 Jul 07, 2026
Lighthouse Financial LLC History No change 9,470 1,801 0.93% 0.93% 234 0 0.0% Q2 2026 Aug 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 9,175 1,744 0.02% 0.02% 235 0 0.0% Q2 2026 Aug 14, 2026
Audent Global Asset Management, LLC History No change 9,167 1,743 1.95% 1.95% 236 0 0.0% Q2 2026 Aug 04, 2026
Moors & Cabot, Inc. History No change 9,121 1,734 0.07% 0.07% 237 0 0.0% Q2 2026 Aug 10, 2026
RS CRUM INC. History No change 9,111 1,732 0.32% 0.32% 238 0 0.0% Q2 2026 Aug 10, 2026
White Lighthouse Investment Management Inc. History No change 9,050 1,721 0.21% 0.21% 239 0 0.0% Q2 2026 Aug 04, 2026
Arrowroot Family Office, LLC History No change 8,951 1,702 0.49% 0.49% 240 0 0.0% Q2 2026 Aug 06, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History No change 8,939 1,700 0.03% 0.03% 241 0 0.0% Q2 2026 Aug 12, 2026
Canton Hathaway, LLC History No change 8,711 1,656 0.32% 0.32% 242 0 0.0% Q2 2026 Aug 05, 2026
Biltmore Family Office, LLC History No change 8,704 1,655 0.22% 0.22% 243 0 0.0% Q2 2026 Aug 12, 2026
Telos Capital Management, Inc. History No change 8,609 1,637 0.14% 0.14% 244 0 0.0% Q2 2026 Jul 22, 2026
City State Bank History No change 8,602 1,636 0.37% 0.37% 245 0 0.0% Q2 2026 Jul 14, 2026
Magnus Financial Group LLC History No change 8,556 1,627 0.12% 0.12% 246 0 0.0% Q2 2026 Jul 09, 2026
Integrated Wealth Concepts LLC History No change 8,547 1,625 0.01% 0.01% 247 0 0.0% Q2 2026 Sep 08, 2026
Wealthcare Advisory Partners LLC History No change 8,457 1,608 0.03% 0.03% 248 0 0.0% Q2 2026 Jul 09, 2026
Beaumont Financial Advisors, LLC History No change 8,418 1,601 0.1% 0.1% 249 0 0.0% Q2 2026 Aug 04, 2026
Sanchez Gaunt Capital Management, LLC History No change 8,368 1,591 0.89% 0.89% 250 0 0.0% Q2 2026 Aug 14, 2026
NewEdge Wealth, LLC History No change 8,313 1,581 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 10, 2026
Colonial Trust Co / SC History No change 8,302 1,578 0.2% 0.2% 252 0 0.0% Q2 2026 Aug 11, 2026
Capital Investment Advisors, LLC History No change 8,246 1,568 0.02% 0.02% 253 0 0.0% Q2 2026 Aug 06, 2026
Busey Bank History No change 8,223 1,563 0.04% 0.04% 254 0 0.0% Q2 2026 Aug 13, 2026
Acropolis Investment Management, LLC History No change 8,187 1,557 0.06% 0.06% 255 0 0.0% Q2 2026 Jul 16, 2026
Apollon Wealth Management, LLC History No change 8,118 1,543 0.02% 0.02% 256 0 0.0% Q2 2026 Jul 22, 2026
Pathstone Holdings, LLC History No change 8,071 1,534 0.0% 0.0% 257 0 0.0% Q2 2026 Aug 13, 2026
Sigma Planning Corp History No change 8,039 1,528 0.04% 0.04% 258 0 0.0% Q2 2026 Aug 07, 2026
Tidal Investments LLC History No change 7,952 1,512 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 13, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 7,937 1,509 0.09% 0.09% 260 0 0.0% Q2 2026 Jul 15, 2026
Vestmark Advisory Solutions, Inc. History No change 7,930 1,508 0.01% 0.01% 261 0 0.0% Q2 2026 Aug 14, 2026
CULLEN/FROST BANKERS, INC. History No change 7,882 1,499 0.01% 0.01% 262 0 0.0% Q2 2026 Jul 27, 2026
Chicago Partners Investment Group LLC History No change 7,922 1,497 0.03% 0.03% 263 0 0.0% Q2 2026 Jul 29, 2026
Milestone Investment Advisors LLC History No change 7,787 1,481 0.32% 0.32% 264 0 0.0% Q2 2026 Aug 14, 2026
STEPHENS INC /AR/ History No change 7,737 1,471 0.02% 0.02% 265 0 0.0% Q2 2026 Jul 29, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 7,723 1,468 0.02% 0.02% 266 0 0.0% Q2 2026 Jul 28, 2026
Signature Wealth Management Partners, LLC History No change 7,606 1,446 0.67% 0.67% 267 0 0.0% Q2 2026 Jul 29, 2026
Tudor Financial Inc. History No change 7,487 1,423 0.64% 0.64% 268 0 0.0% Q2 2026 Aug 10, 2026
Shulman DeMeo Asset Management LLC History No change 7,202 1,369 0.26% 0.26% 269 0 0.0% Q2 2026 Jul 08, 2026
Clark Capital Management Group, Inc. History No change 6,979 1,327 0.01% 0.01% 270 0 0.0% Q2 2026 Aug 11, 2026
Mirae Asset Global Investments Co., Ltd. History No change 6,876 1,307 0.0% 0.0% 271 0 0.0% Q2 2026 Jul 22, 2026
Banco Santander, S.A. History No change 6,846 1,302 0.01% 0.01% 272 0 0.0% Q2 2026 Jul 29, 2026
Strategic Blueprint, LLC History No change 6,775 1,288 0.06% 0.06% 273 0 0.0% Q2 2026 Jul 23, 2026
Finer Wealth Management, Inc. History No change 6,742 1,282 0.57% 0.57% 274 0 0.0% Q2 2026 Aug 03, 2026
ADELL HARRIMAN & CARPENTER INC History No change 6,696 1,273 0.07% 0.07% 275 0 0.0% Q2 2026 Aug 04, 2026
WASHINGTON GROWTH STRATEGIES LLC History No change 6,694 1,273 0.71% 0.71% 276 0 0.0% Q2 2026 Jul 16, 2026
CIBC WORLD MARKET INC. History No change 6,666 1,267 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 13, 2026
LM Advisors LLC History No change 6,624 1,260 0.15% 0.15% 278 0 0.0% Q2 2026 Aug 12, 2026
Westwood Wealth Management History No change 6,600 1,255 0.36% 0.36% 279 0 0.0% Q2 2026 Aug 07, 2026
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC History Reduced 5,948 1,252 0.01% 0.01% 280 -65 -1.08% Q3 2026 Oct 05, 2026
O'ROURKE & COMPANY, Inc History No change 6,521 1,240 0.43% 0.43% 281 0 0.0% Q2 2026 Aug 14, 2026
Baltimore-Washington Financial Advisors, Inc. History No change 6,516 1,239 0.05% 0.05% 282 0 0.0% Q2 2026 Aug 13, 2026
BlackRock, Inc. History No change 6,520 1,239 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 6,448 1,226 0.0% 0.0% 284 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 6,407 1,218 0.05% 0.05% 285 0 0.0% Q2 2026 Jul 22, 2026
FIL Ltd History No change 6,381 1,217 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 13, 2026
D.A. DAVIDSON & CO. History No change 6,402 1,217 0.01% 0.01% 287 0 0.0% Q2 2026 Jul 24, 2026
Wealthspire Advisors, LLC History No change 6,379 1,213 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 11, 2026
HARMONY ASSET MANAGEMENT LLC History No change 6,350 1,207 0.32% 0.32% 289 0 0.0% Q2 2026 Jul 20, 2026
WEBSTER BANK, N. A. History No change 6,241 1,186 0.1% 0.1% 290 0 0.0% Q2 2026 Jul 20, 2026
Snowden Capital Advisors LLC History No change 6,185 1,176 0.03% 0.03% 291 0 0.0% Q2 2026 Aug 13, 2026
SteelPeak Wealth, LLC History No change 6,147 1,169 0.03% 0.03% 292 0 0.0% Q2 2026 Jul 13, 2026
Essex Financial Services, Inc. History No change 6,121 1,164 0.06% 0.06% 293 0 0.0% Q2 2026 Aug 10, 2026
PROFFITT & GOODSON INC History No change 6,119 1,163 0.16% 0.16% 294 0 0.0% Q2 2026 Jul 22, 2026
Modera Wealth Management, LLC History No change 6,054 1,151 0.01% 0.01% 295 0 0.0% Q2 2026 Aug 03, 2026
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC History No change 6,750 1,139 0.16% 0.16% 296 0 0.0% Q2 2026 Aug 11, 2026
Simplicity Wealth,LLC History No change 5,864 1,115 0.04% 0.04% 297 0 0.0% Q2 2026 Aug 06, 2026
Ascent Group, LLC History No change 5,805 1,104 0.03% 0.03% 298 0 0.0% Q2 2026 Aug 03, 2026
BigSur Wealth Management LLC History No change 5,800 1,103 0.27% 0.27% 299 0 0.0% Q2 2026 Jul 14, 2026
FIDELIS CAPITAL PARTNERS, LLC History No change 5,799 1,102 0.06% 0.06% 300 0 0.0% Q2 2026 Aug 13, 2026