iSHARES TRUST - IBDR
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 | 9,829,831 | 238,176 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 4,383,801 | 106,219 | 0.29% | 0.29% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,313,634 | 104,519 | 0.13% | 0.13% | 3 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HM PAYSON & CO | History | No change | 4,186,318 | 101,434 | 1.34% | 1.34% | 4 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | No change | 3,879,923 | 94,010 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 3,576,118 | 86,649 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 2,484,975 | 60,210 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,648,333 | 39,939 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 1,527,912 | 37,021 | 4.71% | 4.71% | 9 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kathmere Capital Management, LLC | History | No change | 1,502,321 | 36,401 | 1.93% | 1.93% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 1,496,018 | 36,248 | 1.31% | 1.31% | 11 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 1,472,485 | 35,678 | 2.21% | 2.21% | 12 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 1,415,924 | 34,307 | 0.05% | 0.05% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,305,406 | 31,630 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 1,276,117 | 30,920 | 0.03% | 0.03% | 15 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,175,452 | 28,481 | 0.29% | 0.29% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RVW Wealth, LLC | History | No change | 1,165,091 | 28,230 | 1.86% | 1.86% | 17 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 1,162,481 | 28,166 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,146,679 | 27,784 | 1.35% | 1.35% | 19 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,136,875 | 27,546 | 0.08% | 0.08% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 1,093,602 | 26,497 | 0.03% | 0.03% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COWA, LLC | History | No change | 1,089,624 | 26,401 | 6.62% | 6.62% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,068,172 | 25,885 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 1,007,776 | 24,418 | 0.03% | 0.03% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFS Advisors, LLC | History | No change | 973,964 | 23,599 | 11.3% | 11.3% | 25 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 935,865 | 22,675 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 872,266 | 21,134 | 0.33% | 0.33% | 27 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 862,303 | 20,893 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 838,929 | 20,326 | 0.19% | 0.19% | 29 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 837,009 | 20,280 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 756,074 | 18,319 | 1.62% | 1.62% | 31 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Glenview Trust Co | History | No change | 729,084 | 17,665 | 0.24% | 0.24% | 32 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| US BANCORP \DE\ | History | No change | 714,410 | 17,310 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| REBALANCE, LLC | History | No change | 711,980 | 17,251 | 0.9% | 0.9% | 34 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Venture Visionary Partners LLC | History | No change | 662,326 | 16,048 | 0.45% | 0.45% | 35 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SPINNAKER TRUST | History | No change | 661,842 | 16,036 | 0.78% | 0.78% | 36 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisors, LLC | History | No change | 660,322 | 15,999 | 0.21% | 0.21% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sanctuary Advisors, LLC | History | No change | 652,971 | 15,821 | 0.07% | 0.07% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 591,531 | 14,332 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 574,362 | 13,916 | 0.06% | 0.06% | 40 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Northstar Group, Inc. | History | No change | 550,123 | 13,329 | 1.72% | 1.72% | 41 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strid Group, LLC | History | No change | 538,854 | 13,056 | 1.45% | 1.45% | 42 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CENTRAL TRUST Co | History | No change | 525,939 | 12,743 | 0.23% | 0.23% | 43 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NovaPoint Capital, LLC | History | No change | 523,659 | 12,688 | 2.64% | 2.64% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 495,135 | 11,997 | 0.22% | 0.22% | 45 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 480,366 | 11,639 | 0.44% | 0.44% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 471,188 | 11,416 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wick Capital Partners, LLC | History | No change | 457,123 | 11,076 | 1.67% | 1.67% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 452,688 | 10,968 | 0.39% | 0.39% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 448,668 | 10,871 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 443,156 | 10,737 | 0.16% | 0.16% | 51 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 441,512 | 10,704 | 0.06% | 0.06% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 431,943 | 10,466 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 421,595 | 10,215 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 409,478 | 9,921 | 4.18% | 4.18% | 55 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Atomic Invest LLC | History | No change | 402,037 | 9,743 | 0.86% | 0.86% | 56 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Janney Montgomery Scott LLC | History | No change | 399,319 | 9,676 | 0.02% | 0.02% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Balentine LLC | History | No change | 397,242 | 9,625 | 0.34% | 0.34% | 58 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Composition Wealth, LLC | History | No change | 392,395 | 9,507 | 0.11% | 0.11% | 59 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 392,070 | 9,499 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 391,318 | 9,481 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 377,655 | 9,150 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 368,206 | 8,921 | 0.3% | 0.3% | 63 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 367,674 | 8,912 | 0.36% | 0.36% | 64 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 351,386 | 8,514 | 0.31% | 0.31% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 350,589 | 8,494 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 350,401 | 8,490 | 0.52% | 0.52% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 341,342 | 8,270 | 0.11% | 0.11% | 68 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CITADEL ADVISORS LLC | History | No change | 334,081 | 8,094 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 325,975 | 7,898 | 1.25% | 1.25% | 70 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Madden Advisory Services, Inc. | History | No change | 325,410 | 7,884 | 2.83% | 2.83% | 71 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Merit Financial Group, LLC | History | No change | 323,679 | 7,842 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Parallel Advisors, LLC | History | No change | 320,102 | 7,756 | 0.12% | 0.12% | 73 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| InvesTrust | History | No change | 317,326 | 7,688 | 2.96% | 2.96% | 74 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Peloton Wealth Strategists | History | No change | 296,140 | 7,175 | 2.65% | 2.65% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 289,388 | 7,011 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornerstone Planning, LLC | History | No change | 288,419 | 6,988 | 1.62% | 1.62% | 77 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 254,470 | 6,165 | 0.36% | 0.36% | 78 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | No change | 249,890 | 6,054 | 3.01% | 3.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 247,125 | 5,987 | 0.29% | 0.29% | 80 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Creative Planning | History | No change | 242,647 | 5,879 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 238,786 | 5,785 | 0.06% | 0.06% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JPMORGAN CHASE & CO | History | No change | 237,318 | 5,751 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 236,025 | 5,718 | 0.55% | 0.55% | 84 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 233,838 | 5,667 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 232,437 | 5,631 | 0.13% | 0.13% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Delta Wealth Advisors LLC | History | No change | 229,154 | 5,552 | 3.97% | 3.97% | 87 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aviance Capital Partners, LLC | History | No change | 229,073 | 5,550 | 0.58% | 0.58% | 88 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 4Thought Financial Group Inc. | History | No change | 227,209 | 5,505 | 2.59% | 2.59% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prospera Financial Services Inc | History | No change | 225,797 | 5,471 | 0.08% | 0.08% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 222,321 | 5,386 | 0.29% | 0.29% | 91 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 222,124 | 5,382 | 1.92% | 1.92% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 220,984 | 5,354 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 215,254 | 5,215 | 1.44% | 1.44% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Guidance Point Advisors, LLC | History | No change | 213,363 | 5,169 | 1.09% | 1.09% | 95 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crews Bank & Trust | History | No change | 211,905 | 5,134 | 0.67% | 0.67% | 96 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Heartland Bank & Trust Co | History | No change | 211,676 | 5,128 | 1.06% | 1.06% | 97 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sowell Financial Services LLC | History | No change | 209,385 | 5,073 | 0.17% | 0.17% | 98 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 209,282 | 5,070 | 0.87% | 0.87% | 99 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 205,075 | 4,968 | 2.46% | 2.46% | 100 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 10Elms LLP | History | No change | 203,963 | 4,942 | 2.09% | 2.09% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROW FINANCIAL CORP | History | No change | 200,769 | 4,864 | 0.44% | 0.44% | 102 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 197,059 | 4,766 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 188,573 | 4,569 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 185,634 | 4,497 | 0.44% | 0.44% | 105 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 181,703 | 4,402 | 0.07% | 0.07% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ironwood Financial, llc | History | No change | 178,257 | 4,312 | 0.68% | 0.68% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MONECO ADVISORS, LLC | History | No change | 173,411 | 4,201 | 0.26% | 0.26% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 172,184 | 4,172 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | No change | 172,000 | 4,167 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 166,761 | 4,040 | 0.47% | 0.47% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 164,601 | 3,986 | 0.38% | 0.38% | 112 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Integrated Advisors Network LLC | History | No change | 157,410 | 3,814 | 0.18% | 0.18% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Evergreen Private Wealth LLC | History | No change | 155,968 | 3,779 | 1.4% | 1.4% | 114 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Equitable Holdings, Inc. | History | No change | 155,842 | 3,776 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Foundation Wealth Management, LLC | History | No change | 151,521 | 3,671 | 2.17% | 2.17% | 116 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SYON CAPITAL LLC | History | No change | 150,764 | 3,653 | 0.16% | 0.16% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 150,218 | 3,639 | 0.21% | 0.21% | 118 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IRON Financial LLC | History | No change | 149,310 | 3,617 | 1.49% | 1.49% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 147,912 | 3,583 | 0.6% | 0.6% | 120 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 144,695 | 3,505 | 0.04% | 0.04% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 141,304 | 3,423 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 139,693 | 3,384 | 0.65% | 0.65% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 138,850 | 3,364 | 1.09% | 1.09% | 124 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Stonebrook Private Inc. | History | No change | 138,259 | 3,350 | 0.61% | 0.61% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 136,269 | 3,301 | 0.24% | 0.24% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Rubicon Advisors, GP | History | No change | 132,570 | 3,212 | 2.34% | 2.34% | 127 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 130,345 | 3,158 | 0.05% | 0.05% | 128 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 123,997 | 3,004 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Covington Investment Advisors Inc. | History | No change | 121,569 | 2,946 | 0.38% | 0.38% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFR Capital, LLC. | History | No change | 121,501 | 2,943 | 0.83% | 0.83% | 131 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 120,095 | 2,909 | 0.2% | 0.2% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| High Note Wealth, LLC | History | No change | 117,814 | 2,854 | 0.49% | 0.49% | 133 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 113,570 | 2,751 | 0.19% | 0.19% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 112,019 | 2,714 | 0.06% | 0.06% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SMITH, MOORE & CO. | History | No change | 111,433 | 2,700 | 0.18% | 0.18% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 109,710 | 2,658 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Round Rock Advisors LLC | History | No change | 109,212 | 2,646 | 0.34% | 0.34% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 108,551 | 2,630 | 1.23% | 1.23% | 139 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BRIGHTON SECURITIES CORP. | History | No change | 108,413 | 2,626 | 1.13% | 1.13% | 140 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Centennial Advisors, LLC | History | No change | 104,912 | 2,542 | 3.03% | 3.03% | 141 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 104,654 | 2,535 | 0.18% | 0.18% | 142 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 104,541 | 2,533 | 0.98% | 0.98% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Keeler Thomas Management LLC | History | No change | 103,946 | 2,518 | 0.89% | 0.89% | 144 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 102,047 | 2,472 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 101,871 | 2,468 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 101,525 | 2,459 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TFO Wealth Partners, LLC | History | No change | 100,604 | 2,437 | 0.27% | 0.27% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crestmont Private Wealth LLC | History | No change | 100,355 | 2,431 | 0.68% | 0.68% | 149 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| KINTRA WEALTH, LLC | History | No change | 99,472 | 2,406 | 0.13% | 0.13% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Fortis Capital Management LLC | History | No change | 97,024 | 2,350 | 0.26% | 0.26% | 151 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 91,054 | 2,206 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossmore Private Capital | History | No change | 90,522 | 2,193 | 0.18% | 0.18% | 153 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 90,125 | 2,183 | 1.18% | 1.18% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 88,213 | 2,137 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Breachway Investments LLC | History | No change | 88,208 | 2,137 | 3.22% | 3.22% | 156 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 85,697 | 2,076 | 0.26% | 0.26% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 83,391 | 2,020 | 0.27% | 0.27% | 158 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Chesley Taft & Associates LLC | History | No change | 80,630 | 1,953 | 0.08% | 0.08% | 159 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Montecito Bank & Trust | History | Reduced | 79,760 | 1,933 | 0.29% | 0.29% | 160 | -149 | -0.19% | Q3 2026 | Oct 01, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 79,272 | 1,920 | 0.03% | 0.03% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | No change | 79,012 | 1,914 | 0.07% | 0.07% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 78,510 | 1,902 | 0.74% | 0.74% | 163 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Livet Wealth, LLC | History | No change | 77,986 | 1,889 | 1.09% | 1.09% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAVENPORT & Co LLC | History | No change | 77,343 | 1,874 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | No change | 76,341 | 1,850 | 0.35% | 0.35% | 166 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 73,598 | 1,783 | 0.04% | 0.04% | 167 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WRAPMANAGER INC | History | No change | 72,995 | 1,768 | 0.55% | 0.55% | 168 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 72,435 | 1,755 | 0.64% | 0.64% | 169 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 72,118 | 1,747 | 0.1% | 0.1% | 170 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Probity Advisors, Inc. | History | No change | 70,374 | 1,705 | 0.24% | 0.24% | 171 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 70,294 | 1,703 | 0.28% | 0.28% | 172 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 68,763 | 1,666 | 0.45% | 0.45% | 173 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Foundry Financial Group, Inc. | History | No change | 68,724 | 1,665 | 0.72% | 0.72% | 174 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MidFirst Bank | History | No change | 68,669 | 1,663 | 0.12% | 0.12% | 175 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cove Private Wealth, LLC | History | No change | 68,501 | 1,659 | 0.32% | 0.32% | 176 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 67,891 | 1,644 | 0.44% | 0.44% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 66,861 | 1,620 | 0.16% | 0.16% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Arcataur Capital Management LLC | History | No change | 66,338 | 1,607 | 0.4% | 0.4% | 179 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hills Bank & Trust Co | History | No change | 64,544 | 1,563 | 0.07% | 0.07% | 180 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 63,498 | 1,538 | 0.16% | 0.16% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AlTi Global, Inc. | History | No change | 63,400 | 1,536 | 0.03% | 0.03% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Collaborative Fund Advisors, LLC | History | No change | 62,577 | 1,516 | 0.88% | 0.88% | 183 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 60,718 | 1,471 | 0.19% | 0.19% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | No change | 60,469 | 1,465 | 0.35% | 0.35% | 185 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farmers National Bank | History | No change | 57,897 | 1,402 | 0.29% | 0.29% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 57,615 | 1,396 | 0.22% | 0.22% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 56,771 | 1,375 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Reliant Wealth Planning | History | No change | 55,008 | 1,332 | 0.37% | 0.37% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 54,484 | 1,320 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Archford Capital Strategies, LLC | History | No change | 54,406 | 1,318 | 0.13% | 0.13% | 191 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 54,029 | 1,309 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 53,412 | 1,294 | 0.31% | 0.31% | 193 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 53,245 | 1,290 | 0.11% | 0.11% | 194 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Element Wealth, LLC | History | No change | 52,828 | 1,280 | 0.48% | 0.48% | 195 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 52,860 | 1,280 | 0.51% | 0.51% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Northwest Bancshares, Inc. | History | No change | 52,744 | 1,277 | 0.23% | 0.23% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 51,923 | 1,258 | 0.11% | 0.11% | 198 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hurley Capital, LLC | History | No change | 51,670 | 1,251 | 0.65% | 0.65% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Great Diamond Partners, LLC | History | No change | 51,368 | 1,244 | 0.21% | 0.21% | 200 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Seneca House Advisors | History | No change | 51,022 | 1,236 | 0.44% | 0.44% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 50,931 | 1,234 | 0.14% | 0.14% | 202 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WESBANCO BANK INC | History | No change | 48,950 | 1,186 | 0.03% | 0.03% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Sigma Planning Corp | History | No change | 48,901 | 1,184 | 0.03% | 0.03% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 48,411 | 1,173 | 0.07% | 0.07% | 205 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| GTS SECURITIES LLC | History | No change | 48,096 | 1,165 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Windsor Capital Management, LLC | History | No change | 46,547 | 1,127 | 0.29% | 0.29% | 207 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PSI Advisors, LLC | History | No change | 45,801 | 1,109 | 0.26% | 0.26% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 44,799 | 1,085 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 43,509 | 1,054 | 0.05% | 0.05% | 210 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Timber Creek Capital Management LLC | History | No change | 42,657 | 1,033 | 0.21% | 0.21% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 41,700 | 1,010 | 0.64% | 0.64% | 212 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Black Swift Group, LLC | History | No change | 41,085 | 995 | 0.14% | 0.14% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 40,778 | 988 | 0.11% | 0.11% | 214 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Added to | 40,447 | 980 | 0.26% | 0.25% | 215 | +649 | 1.63% | Q3 2026 | Oct 02, 2026 |
| Summit Wealth Group, LLC | History | No change | 40,083 | 971 | 0.2% | 0.2% | 216 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Straight Path Wealth Management | History | No change | 39,906 | 966 | 0.23% | 0.23% | 217 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HRT FINANCIAL LP | History | No change | 39,795 | 964 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADG Wealth Management Group, LLC | History | No change | 39,711 | 962 | 0.61% | 0.61% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SMI Advisory Services, LLC | History | No change | 39,673 | 958 | 0.16% | 0.16% | 220 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CGN Advisors LLC | History | No change | 39,457 | 956 | 0.07% | 0.07% | 221 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 37,799 | 915 | 0.37% | 0.37% | 222 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 37,352 | 905 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MGO ONE SEVEN LLC | History | No change | 37,260 | 902 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 37,172 | 900 | 0.09% | 0.09% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FourThought Financial Partners, LLC | History | No change | 36,803 | 891 | 0.07% | 0.07% | 226 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 36,443 | 883 | 0.04% | 0.04% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 35,676 | 864 | 0.18% | 0.18% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 35,574 | 861 | 0.34% | 0.34% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atwater Malick LLC | History | No change | 35,040 | 849 | 0.18% | 0.18% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Belpointe Asset Management LLC | History | No change | 34,912 | 845 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| TLWM | History | No change | 34,765 | 842 | 0.14% | 0.14% | 232 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 34,689 | 840 | 0.29% | 0.29% | 233 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Weaver Consulting Group | History | No change | 34,389 | 833 | 0.17% | 0.17% | 234 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bullock Wealth Management Group | History | No change | 34,142 | 824 | 0.36% | 0.36% | 235 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 33,934 | 822 | 0.14% | 0.14% | 236 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prosperity Planning, Inc. | History | No change | 33,867 | 820 | 0.19% | 0.19% | 237 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ranch Capital Advisors Inc. | History | No change | 33,379 | 808 | 0.26% | 0.26% | 238 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Farther Finance Advisors, LLC | History | No change | 32,881 | 796 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Diversify Advisory Services, LLC | History | No change | 32,786 | 794 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 32,786 | 794 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HORAN Wealth, LLC | History | No change | 32,266 | 781 | 0.1% | 0.1% | 242 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Pure Financial Advisors, LLC | History | No change | 32,225 | 780 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 32,187 | 779 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 32,183 | 779 | 0.44% | 0.44% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Schuylkill Financial LLC | History | No change | 32,181 | 779 | 0.72% | 0.72% | 246 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ADIRONDACK TRUST CO | History | No change | 31,810 | 770 | 0.23% | 0.23% | 247 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| OFS Enterprise LLC | History | No change | 31,107 | 753 | 0.19% | 0.19% | 248 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Vident Advisory, LLC | History | No change | 31,072 | 752 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST INTERSTATE BANK | History | No change | 30,949 | 749 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 30,891 | 748 | 0.21% | 0.21% | 251 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Baird Financial Group, Inc. | History | No change | 30,629 | 742 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 30,638 | 742 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 30,519 | 738 | 0.65% | 0.65% | 254 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Roble, Belko & Company, Inc | History | No change | 30,293 | 734 | 0.08% | 0.08% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 29,990 | 726 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curbstone Financial Management Corp | History | No change | 29,874 | 723 | 0.12% | 0.12% | 257 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 29,528 | 715 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | History | No change | 28,949 | 701 | 0.04% | 0.04% | 259 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 28,589 | 692 | 0.13% | 0.13% | 260 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 28,567 | 692 | 0.29% | 0.29% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 28,435 | 688 | 0.18% | 0.18% | 262 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 28,118 | 681 | 0.04% | 0.04% | 263 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Autumn Glory Partners, LLC | History | No change | 27,639 | 669 | 0.19% | 0.19% | 264 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 27,241 | 660 | 0.02% | 0.02% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Wealth Partners, LLC | History | No change | 27,174 | 658 | 0.09% | 0.09% | 266 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TABLEAUX LLC | History | No change | 27,040 | 655 | 0.28% | 0.28% | 267 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LifePlan Financial, LLC | History | No change | 26,839 | 650 | 0.46% | 0.46% | 268 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | No change | 26,843 | 650 | 0.47% | 0.47% | 269 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 26,384 | 639 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SHUFRO ROSE & CO LLC | History | No change | 25,628 | 620 | 0.04% | 0.04% | 271 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 25,367 | 614 | 0.09% | 0.09% | 272 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stokes Family Office, LLC | History | No change | 24,763 | 600 | 0.07% | 0.07% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Gilbert & Cook, Inc. | History | No change | 24,313 | 589 | 0.07% | 0.07% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Jacobi Capital Management LLC | History | No change | 24,082 | 583 | 0.03% | 0.03% | 275 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Spire Wealth Management | History | No change | 23,606 | 571 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 23,317 | 564 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HUB Investment Partners, LLC | History | No change | 23,265 | 563 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ellis Investment Partners, LLC | History | No change | 22,809 | 552 | 0.08% | 0.08% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 22,722 | 550 | 0.05% | 0.05% | 280 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Waverly Advisors, LLC | History | No change | 22,677 | 549 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Trust | History | No change | 22,590 | 547 | 0.04% | 0.04% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 22,205 | 538 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 21,808 | 528 | 0.17% | 0.17% | 284 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Trust Point Inc. | History | No change | 21,443 | 519 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Strategic Blueprint, LLC | History | No change | 21,034 | 509 | 0.03% | 0.03% | 286 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 20,962 | 507 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Aspen Wealth Management LLC | History | No change | 20,355 | 493 | 0.08% | 0.08% | 288 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Silicon Valley Capital Partners | History | No change | 20,218 | 489 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| FIFTH THIRD BANCORP | History | No change | 20,082 | 486 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Summit Asset Management, LLC | History | No change | 19,367 | 469 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Lee Financial Co | History | No change | 19,330 | 468 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 19,347 | 468 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rothschild Wealth LLC | History | No change | 18,957 | 459 | 0.04% | 0.04% | 294 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| S.E.E.D. Planning Group LLC | History | No change | 18,666 | 452 | 0.12% | 0.12% | 295 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 18,522 | 448 | 0.08% | 0.08% | 296 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Klingman & Associates, LLC | History | No change | 18,406 | 445 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 18,241 | 441 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Clearstead Trust, LLC | History | No change | 18,156 | 439 | 0.06% | 0.06% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 17,816 | 431 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |