iSHARES TRUST - IBDR

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 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
Kestra Advisory Services, LLC History No change 1,162,481 28,166 0.09% 0.09% 17 0 0.0% Q2 2026 Jul 28, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,146,679 27,784 1.35% 1.35% 18 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 1,136,875 27,546 0.08% 0.08% 19 0 0.0% Q2 2026 Aug 12, 2026
RVW Wealth, LLC History Reduced 1,100,432 26,674 1.71% 1.86% 20 -64,659 -5.55% Q3 2026 Oct 06, 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
Venture Visionary Partners LLC History Added to 750,158 18,183 0.48% 0.45% 32 +87,832 13.26% Q3 2026 Oct 07, 2026
Glenview Trust Co History No change 729,084 17,665 0.24% 0.24% 33 0 0.0% Q2 2026 Aug 18, 2026
US BANCORP \DE\ History No change 714,410 17,310 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 12, 2026
REBALANCE, LLC History No change 711,980 17,251 0.9% 0.9% 35 0 0.0% Q2 2026 Jul 16, 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
Delta Wealth Advisors LLC History Added to 238,821 5,789 3.98% 3.97% 82 +9,667 4.22% Q3 2026 Oct 09, 2026
Valmark Advisers, Inc. History No change 238,786 5,785 0.06% 0.06% 83 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 237,318 5,751 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 12, 2026
Laurel Wealth Advisors LLC History No change 236,025 5,718 0.55% 0.55% 85 0 0.0% Q2 2026 Jul 17, 2026
JONES FINANCIAL COMPANIES LLLP History No change 233,838 5,667 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
Snowden Capital Advisors LLC History No change 232,437 5,631 0.13% 0.13% 87 0 0.0% Q2 2026 Aug 13, 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 Reduced 106,106 2,572 1.08% 1.13% 140 -2,307 -2.13% Q3 2026 Oct 08, 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
Conrad Siegel Investment Advisors, Inc. History Added to 72,096 1,747 0.28% 0.28% 170 +1,802 2.56% Q3 2026 Oct 08, 2026
Probity Advisors, Inc. History No change 70,374 1,705 0.24% 0.24% 171 0 0.0% Q2 2026 Jul 31, 2026
Cornell Pochily Investment Advisors, Inc. History No change 68,763 1,666 0.45% 0.45% 172 0 0.0% Q2 2026 Jul 15, 2026
Foundry Financial Group, Inc. History No change 68,724 1,665 0.72% 0.72% 173 0 0.0% Q2 2026 Jul 22, 2026
MidFirst Bank History No change 68,669 1,663 0.12% 0.12% 174 0 0.0% Q2 2026 Aug 07, 2026
Cove Private Wealth, LLC History No change 68,501 1,659 0.32% 0.32% 175 0 0.0% Q2 2026 Jul 31, 2026
HARBOR ADVISORY CORP /MA/ History No change 67,891 1,644 0.44% 0.44% 176 0 0.0% Q2 2026 Aug 13, 2026
VALLEY WEALTH MANAGERS, INC. History Reduced 67,483 1,635 0.09% 0.1% 177 -4,635 -6.43% Q3 2026 Oct 09, 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 0.34% 0.35% 185 0 0.0% Q3 2026 Oct 06, 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
Farther Finance Advisors, LLC History Added to 35,082 850 0.01% 0.01% 230 +2,201 6.69% Q3 2026 Oct 08, 2026
Atwater Malick LLC History No change 35,040 849 0.18% 0.18% 231 0 0.0% Q2 2026 Jul 27, 2026
Belpointe Asset Management LLC History No change 34,912 845 0.03% 0.03% 232 0 0.0% Q2 2026 Jul 31, 2026
BEACON FINANCIAL PLANNING, INC History No change 34,689 840 0.29% 0.29% 233 0 0.0% Q2 2026 Aug 06, 2026
TLWM History Reduced 34,520 836 0.13% 0.14% 234 -245 -0.7% Q3 2026 Oct 08, 2026
DUNCKER STREETT & CO INC History No change 33,934 822 0.14% 0.14% 235 0 0.0% Q2 2026 Jul 28, 2026
Bullock Wealth Management Group History Reduced 33,960 820 0.34% 0.36% 236 -182 -0.53% Q3 2026 Oct 09, 2026
Prosperity Planning, Inc. History Reduced 33,361 808 0.18% 0.19% 238 -506 -1.49% Q3 2026 Oct 08, 2026
Ranch Capital Advisors Inc. History No change 33,379 808 0.26% 0.26% 237 0 0.0% Q2 2026 Aug 03, 2026
Diversify Advisory Services, LLC History No change 32,786 794 0.01% 0.01% 239 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 32,786 794 0.01% 0.01% 240 0 0.0% Q2 2026 Jul 29, 2026
HORAN Wealth, LLC History No change 32,266 781 0.1% 0.1% 241 0 0.0% Q2 2026 Aug 26, 2026
Pure Financial Advisors, LLC History No change 32,225 780 0.01% 0.01% 242 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 32,187 779 0.01% 0.01% 243 0 0.0% Q2 2026 Jul 15, 2026
DecisionMap Wealth Management, LLC History No change 32,183 779 0.44% 0.44% 244 0 0.0% Q2 2026 Jul 21, 2026
Schuylkill Financial LLC History No change 32,181 779 0.72% 0.72% 245 0 0.0% Q2 2026 Aug 07, 2026
ADIRONDACK TRUST CO History No change 31,810 770 0.23% 0.23% 246 0 0.0% Q2 2026 Jul 16, 2026
OFS Enterprise LLC History No change 31,107 753 0.19% 0.19% 247 0 0.0% Q2 2026 Jul 08, 2026
Vident Advisory, LLC History No change 31,072 752 0.01% 0.01% 248 0 0.0% Q2 2026 Aug 12, 2026
FIRST INTERSTATE BANK History No change 30,949 749 0.04% 0.04% 249 0 0.0% Q2 2026 Jul 24, 2026
BARRETT & COMPANY, INC. History No change 30,891 748 0.21% 0.21% 250 0 0.0% Q2 2026 Jul 24, 2026
Baird Financial Group, Inc. History No change 30,629 742 0.0% 0.0% 251 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 30,638 742 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 13, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 30,519 738 0.65% 0.65% 253 0 0.0% Q2 2026 Jul 16, 2026
Roble, Belko & Company, Inc History No change 30,293 734 0.08% 0.08% 254 0 0.0% Q2 2026 Jul 24, 2026
Advisory Services Network, LLC History No change 29,990 726 0.01% 0.01% 255 0 0.0% Q2 2026 Aug 12, 2026
Curbstone Financial Management Corp History No change 29,874 723 0.12% 0.12% 256 0 0.0% Q2 2026 Jul 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 29,528 715 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 14, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 28,949 701 0.04% 0.04% 258 0 0.0% Q2 2026 Jul 15, 2026
Cherry Tree Wealth Management, LLC History No change 28,589 692 0.13% 0.13% 259 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% 260 0 0.0% Q2 2026 Jul 24, 2026
FOCUSED ALPHA, LLC History No change 28,435 688 0.18% 0.18% 261 0 0.0% Q2 2026 Aug 07, 2026
DEARBORN PARTNERS LLC History No change 28,118 681 0.04% 0.04% 262 0 0.0% Q2 2026 Aug 13, 2026
Autumn Glory Partners, LLC History No change 27,639 669 0.19% 0.19% 263 0 0.0% Q2 2026 Aug 03, 2026
Avantax Planning Partners, Inc. History No change 27,241 660 0.02% 0.02% 264 0 0.0% Q2 2026 Jul 28, 2026
Summit Wealth Partners, LLC History No change 27,174 658 0.09% 0.09% 265 0 0.0% Q2 2026 Aug 03, 2026
TABLEAUX LLC History No change 27,040 655 0.28% 0.28% 266 0 0.0% Q2 2026 Aug 07, 2026
LifePlan Financial, LLC History No change 26,839 650 0.46% 0.46% 267 0 0.0% Q2 2026 Jul 21, 2026
LITTLEJOHN FINANCIAL SERVICES, INC. History No change 26,843 650 0.47% 0.47% 268 0 0.0% Q2 2026 Jul 24, 2026
Concurrent Investment Advisors, LLC History No change 26,384 639 0.01% 0.01% 269 0 0.0% Q2 2026 Jul 27, 2026
SHUFRO ROSE & CO LLC History No change 25,628 620 0.04% 0.04% 270 0 0.0% Q2 2026 Aug 12, 2026
Princeton Global Asset Management LLC History No change 25,367 614 0.09% 0.09% 271 0 0.0% Q2 2026 Jul 16, 2026
Stokes Family Office, LLC History No change 24,763 600 0.07% 0.07% 272 0 0.0% Q2 2026 Aug 11, 2026
Gilbert & Cook, Inc. History No change 24,313 589 0.07% 0.07% 273 0 0.0% Q2 2026 Jul 28, 2026
Jacobi Capital Management LLC History No change 24,082 583 0.03% 0.03% 274 0 0.0% Q2 2026 Jul 31, 2026
Spire Wealth Management History No change 23,606 571 0.02% 0.02% 275 0 0.0% Q2 2026 Jul 15, 2026
Freestone Capital Holdings, LLC History No change 23,317 564 0.01% 0.01% 276 0 0.0% Q2 2026 Jul 31, 2026
HUB Investment Partners, LLC History No change 23,265 563 0.01% 0.01% 277 0 0.0% Q2 2026 Jul 31, 2026
Ellis Investment Partners, LLC History No change 22,809 552 0.08% 0.08% 278 0 0.0% Q2 2026 Aug 05, 2026
Provenance Wealth Advisors, LLC History No change 22,722 550 0.05% 0.05% 279 0 0.0% Q2 2026 Jul 24, 2026
Waverly Advisors, LLC History No change 22,677 549 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 14, 2026
American Trust History No change 22,590 547 0.04% 0.04% 281 0 0.0% Q2 2026 Aug 14, 2026
Neuberger Berman Group LLC History No change 22,205 538 0.0% 0.0% 282 0 0.0% Q2 2026 Aug 13, 2026
MARYLAND CAPITAL ADVISORS INC. History No change 21,808 528 0.17% 0.17% 283 0 0.0% Q2 2026 Jul 17, 2026
Trust Point Inc. History No change 21,443 519 0.04% 0.04% 284 0 0.0% Q2 2026 Jul 08, 2026
Strategic Blueprint, LLC History No change 21,034 509 0.03% 0.03% 285 0 0.0% Q2 2026 Jul 23, 2026
Kingsview Wealth Management, LLC History No change 20,962 507 0.01% 0.01% 286 0 0.0% Q2 2026 Aug 18, 2026
Aspen Wealth Management LLC History No change 20,355 493 0.08% 0.08% 287 0 0.0% Q2 2026 Jul 31, 2026
Silicon Valley Capital Partners History No change 20,218 489 0.04% 0.04% 288 0 0.0% Q2 2026 Sep 21, 2026
FIFTH THIRD BANCORP History No change 20,082 486 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 05, 2026
Summit Asset Management, LLC History No change 19,367 469 0.06% 0.06% 290 0 0.0% Q2 2026 Aug 06, 2026
Lee Financial Co History No change 19,330 468 0.06% 0.06% 291 0 0.0% Q2 2026 Jul 22, 2026
Aptus Capital Advisors, LLC History No change 19,347 468 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 12, 2026
Rothschild Wealth LLC History No change 18,957 459 0.04% 0.04% 293 0 0.0% Q2 2026 Aug 11, 2026
Alliance Wealth Advisors, LLC /UT History No change 18,522 448 0.08% 0.08% 294 0 0.0% Q2 2026 Jul 23, 2026
Klingman & Associates, LLC History No change 18,406 445 0.02% 0.02% 295 0 0.0% Q2 2026 Jul 29, 2026
PRINCIPAL SECURITIES, INC. History No change 18,241 441 0.01% 0.01% 296 0 0.0% Q2 2026 Aug 04, 2026
Clearstead Trust, LLC History No change 18,156 439 0.06% 0.06% 297 0 0.0% Q2 2026 Aug 06, 2026
Stockman Wealth Management, Inc. History No change 17,816 431 0.04% 0.04% 298 0 0.0% Q2 2026 Aug 11, 2026
S.E.E.D. Planning Group LLC History Reduced 17,644 427 0.1% 0.12% 299 -1,022 -5.48% Q3 2026 Oct 07, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 17,302 419 0.25% 0.25% 300 0 0.0% Q2 2026 Jul 29, 2026
KPP Advisory Services LLC History No change 17,115 414 0.05% 0.05% 301 0 0.0% Q2 2026 Jul 24, 2026
Mutual Advisors, LLC History No change 16,651 403 0.01% 0.01% 302 0 0.0% Q2 2026 Aug 14, 2026
Van Hulzen Asset Management, LLC History No change 16,346 396 0.03% 0.03% 303 0 0.0% Q2 2026 Aug 13, 2026
Migdal Insurance & Financial Holdings Ltd. History No change 16,220 393 0.0% 0.0% 304 0 0.0% Q2 2026 Aug 10, 2026
WIREGRASS INVESTMENT MANAGEMENT LLC History No change 15,700 380 0.26% 0.26% 305 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial, LLC History No change 15,195 368 0.0% 0.0% 306 0 0.0% Q2 2026 Aug 12, 2026
Pine Haven Investment Counsel, Inc History No change 15,200 368 0.25% 0.25% 307 0 0.0% Q2 2026 Jul 08, 2026
Empirical Asset Management, LLC History No change 15,130 366 0.08% 0.08% 308 0 0.0% Q2 2026 Aug 10, 2026
Walleye Partners, LLC History No change 15,071 365 0.42% 0.42% 309 0 0.0% Q2 2026 Jul 24, 2026
Ancora Advisors LLC History No change 14,663 355 0.01% 0.01% 310 0 0.0% Q2 2026 Aug 14, 2026
Old Mission Investment Co LLC History No change 14,657 355 0.07% 0.07% 311 0 0.0% Q2 2026 Aug 14, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 14,568 352 0.05% 0.05% 312 0 0.0% Q2 2026 Jul 29, 2026
Wealthspire Advisors, LLC History No change 14,305 346 0.0% 0.0% 313 0 0.0% Q2 2026 Aug 11, 2026
Koshinski Asset Management, Inc. History No change 14,239 345 0.02% 0.02% 314 0 0.0% Q2 2026 Jul 27, 2026
Financial Advisory Corp History No change 14,253 345 0.05% 0.05% 315 0 0.0% Q2 2026 Jul 09, 2026
Dorsey & Whitney Trust CO LLC History No change 14,000 339 0.02% 0.02% 316 0 0.0% Q2 2026 Aug 14, 2026
Riverstone Advisors, LLC History No change 13,832 335 0.14% 0.14% 317 0 0.0% Q2 2026 Aug 06, 2026
Yoder Wealth Management, Inc. History No change 13,850 335 0.13% 0.13% 318 0 0.0% Q2 2026 Jul 22, 2026
Wellington Shields & Co., LLC History No change 13,779 333 0.07% 0.07% 319 0 0.0% Q2 2026 Aug 10, 2026
American Money Management, LLC History No change 13,725 332 0.05% 0.05% 320 0 0.0% Q2 2026 Aug 13, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 13,672 331 0.09% 0.09% 321 0 0.0% Q2 2026 Aug 07, 2026
World Investment Advisors History No change 13,311 322 0.01% 0.01% 322 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Wealth Management, LLC History No change 13,307 322 0.01% 0.01% 323 0 0.0% Q2 2026 Jul 22, 2026
Cloud Capital Management, LLC History No change 12,978 314 0.11% 0.11% 324 0 0.0% Q2 2026 Aug 13, 2026
CIBC Bancorp USA Inc. History No change 12,954 313 0.0% 0.0% 325 0 0.0% Q2 2026 Aug 13, 2026
Lifeworks Advisors, LLC History No change 12,789 309 0.03% 0.03% 326 0 0.0% Q2 2026 Aug 14, 2026
Prime Capital Investment Advisors, LLC History No change 12,739 308 0.0% 0.0% 327 0 0.0% Q2 2026 Aug 05, 2026
COOPER/HAIMS ADVISORS, LLC History No change 12,706 307 0.13% 0.13% 328 0 0.0% Q2 2026 Aug 14, 2026
Eldridge Investment Advisors, Inc. History No change 12,647 306 0.06% 0.06% 329 0 0.0% Q2 2026 Aug 10, 2026
Ferguson Johnson Wealth Management Inc History No change 12,593 305 0.22% 0.22% 330 0 0.0% Q2 2026 Jul 31, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 12,500 302 0.02% 0.02% 331 0 0.0% Q2 2026 Aug 11, 2026
Fortune Financial Group, Inc. History No change 12,468 302 0.24% 0.24% 332 0 0.0% Q2 2026 Jul 24, 2026
Gradient Capital Advisors, LLC History No change 12,312 298 0.07% 0.07% 333 0 0.0% Q2 2026 Jul 13, 2026
Murphy, Middleton, Hinkle & Parker, Inc. History No change 12,263 297 0.12% 0.12% 334 0 0.0% Q2 2026 Jul 14, 2026
Krilogy Financial LLC History No change 12,096 293 0.01% 0.01% 335 0 0.0% Q2 2026 Jul 27, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History No change 12,120 293 0.01% 0.01% 336 0 0.0% Q2 2026 Aug 10, 2026
ALTERNA WEALTH MANAGEMENT, INC History No change 12,041 291 0.17% 0.17% 337 0 0.0% Q2 2026 Jul 15, 2026
Meridian Wealth Management, LLC History No change 11,952 289 0.01% 0.01% 338 0 0.0% Q2 2026 Aug 05, 2026
Trust Co History Reduced 11,859 287 0.02% 0.03% 340 -294 -2.42% Q3 2026 Oct 09, 2026
MEYER HANDELMAN CO History No change 11,864 287 0.01% 0.01% 339 0 0.0% Q2 2026 Aug 03, 2026
HARBOUR INVESTMENTS, INC. History No change 11,725 284 0.0% 0.0% 341 0 0.0% Q2 2026 Aug 12, 2026
Csenge Advisory Group History No change 11,718 283 0.01% 0.01% 342 0 0.0% Q2 2026 Aug 10, 2026
Buttonwood Financial Advisors Inc. History No change 11,658 282 0.09% 0.09% 343 0 0.0% Q2 2026 Jul 13, 2026
Bulltick Wealth Management, LLC History No change 11,655 282 0.06% 0.06% 344 0 0.0% Q2 2026 Jul 30, 2026
AMG National Trust Bank History No change 11,598 281 0.01% 0.01% 345 0 0.0% Q2 2026 Aug 06, 2026
PFG Private Wealth Management, LLC History No change 11,584 280 0.12% 0.12% 346 0 0.0% Q2 2026 Jul 23, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 11,029 267 0.01% 0.01% 347 0 0.0% Q2 2026 Jul 24, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC History No change 10,922 263 0.02% 0.02% 348 0 0.0% Q2 2026 Jul 22, 2026
SEEDS INVESTOR LLC History No change 10,876 263 0.03% 0.03% 349 0 0.0% Q2 2026 Aug 12, 2026
STAR Financial Bank History No change 10,847 262 0.11% 0.11% 350 0 0.0% Q2 2026 Aug 07, 2026
OPPENHEIMER & CO INC History No change 10,798 261 0.0% 0.0% 351 0 0.0% Q2 2026 Aug 03, 2026
Eagle Strategies LLC History No change 10,789 261 0.03% 0.03% 352 0 0.0% Q2 2026 Jul 21, 2026
Greenspring Advisors, LLC History No change 10,758 260 0.01% 0.01% 353 0 0.0% Q2 2026 Aug 11, 2026
BridgePort Financial Solutions, LLC History No change 10,745 260 0.07% 0.07% 354 0 0.0% Q2 2026 Jul 24, 2026
Moors & Cabot, Inc. History No change 10,719 259 0.01% 0.01% 355 0 0.0% Q2 2026 Aug 10, 2026
Chicago Partners Investment Group LLC History No change 10,674 258 0.01% 0.01% 356 0 0.0% Q2 2026 Jul 29, 2026
Crusonia Wealth Advisors LLC History No change 10,682 258 0.04% 0.04% 357 0 0.0% Q2 2026 Jul 30, 2026
Highland Financial Advisors, LLC History No change 10,575 256 0.06% 0.06% 358 0 0.0% Q2 2026 Jul 09, 2026
Ledyard National Bank History No change 10,510 254 0.02% 0.02% 359 0 0.0% Q2 2026 Jul 16, 2026
MATTERN CAPITAL MANAGEMENT, LLC History No change 10,495 254 0.03% 0.03% 360 0 0.0% Q2 2026 Jul 24, 2026
VestGen Advisors, LLC History No change 10,506 254 0.01% 0.01% 361 0 0.0% Q2 2026 Aug 11, 2026
Cornerstone Financial Group, LLC /NE/ History No change 10,400 252 0.16% 0.16% 362 0 0.0% Q2 2026 Aug 11, 2026
SUMMITRY LLC History No change 10,373 251 0.01% 0.01% 363 0 0.0% Q2 2026 Jul 21, 2026
Horizons Wealth Management History New 10,295 249 0.16% — 364 +10,295 New Q3 2026 Oct 05, 2026
Savant Capital, LLC History No change 10,239 248 0.0% 0.0% 365 0 0.0% Q2 2026 Aug 10, 2026
Newman Dignan & Sheerar, Inc. History No change 9,994 242 0.05% 0.05% 366 0 0.0% Q2 2026 Jul 14, 2026
BAKER TILLY WEALTH MANAGEMENT, LLC History No change 9,760 236 0.05% 0.05% 367 0 0.0% Q3 2026 Oct 05, 2026
Trinity Wealth Management, LLC History No change 9,708 235 0.07% 0.07% 368 0 0.0% Q2 2026 Jul 07, 2026
SageView Advisory Group, LLC History No change 9,638 233 0.01% 0.01% 369 0 0.0% Q2 2026 Aug 10, 2026
NOVEM GROUP History No change 9,570 231 0.02% 0.02% 370 0 0.0% Q2 2026 Jul 21, 2026
Aprio Wealth Management, LLC History No change 9,525 230 0.01% 0.01% 371 0 0.0% Q2 2026 Jul 24, 2026
GOLDMAN SACHS GROUP INC History No change 9,423 228 0.0% 0.0% 372 0 0.0% Q2 2026 Aug 14, 2026
OneAscent Financial Services LLC History No change 9,449 228 0.01% 0.01% 373 0 0.0% Q2 2026 Aug 11, 2026
Cypress Wealth Services, LLC History No change 9,399 227 0.03% 0.03% 374 0 0.0% Q2 2026 Jul 10, 2026
TWO SIGMA SECURITIES, LLC History No change 9,351 226 0.02% 0.02% 375 0 0.0% Q2 2026 Aug 14, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 9,310 225 0.12% 0.12% 376 0 0.0% Q2 2026 Jul 20, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 9,185 222 0.0% 0.0% 377 0 0.0% Q2 2026 Aug 13, 2026
ONE PLUS ONE WEALTH MANAGEMENT, LLC History No change 9,121 221 0.1% 0.1% 378 0 0.0% Q2 2026 Jul 13, 2026
Calamos Wealth Management LLC History No change 9,060 219 0.01% 0.01% 379 0 0.0% Q2 2026 Jul 31, 2026
Summit Place Financial Advisors, LLC History No change 9,000 218 0.1% 0.1% 380 0 0.0% Q2 2026 Jul 29, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 8,967 217 0.0% 0.0% 381 0 0.0% Q2 2026 Jul 28, 2026
DAVIS R M INC History No change 8,833 214 0.0% 0.0% 382 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History Reduced 8,731 211 0.01% 0.01% 383 -7,514 -46.25% Q3 2026 Oct 08, 2026
Journey Advisory Group, LLC History No change 8,664 209 0.02% 0.02% 384 0 0.0% Q2 2026 Aug 04, 2026
MinichMacGregor Wealth Management, LLC History No change 8,590 208 0.03% 0.03% 385 0 0.0% Q2 2026 Jul 16, 2026
Comprehensive Financial Consultants Institutional, Inc. History No change 8,554 207 0.05% 0.05% 386 0 0.0% Q2 2026 Jul 15, 2026
CALIBER WEALTH MANAGEMENT, LLC / KS History No change 8,465 205 0.02% 0.02% 387 0 0.0% Q2 2026 Jul 22, 2026
CHOREO, LLC History No change 8,389 203 0.0% 0.0% 388 0 0.0% Q2 2026 Aug 04, 2026
Alesco Advisors, LLC, An ESL Co History No change 8,325 201 0.0% 0.0% 389 0 0.0% Q2 2026 Aug 05, 2026
RWA WEALTH PARTNERS, LLC History No change 8,277 200 0.0% 0.0% 390 0 0.0% Q2 2026 Aug 07, 2026
Bogart Wealth, LLC History No change 8,022 194 0.01% 0.01% 391 0 0.0% Q2 2026 Jul 24, 2026
Asset Dedication, LLC History No change 7,535 182 0.01% 0.01% 392 0 0.0% Q2 2026 Jul 30, 2026
FMR LLC History No change 6,689 162 0.0% 0.0% 393 0 0.0% Q2 2026 Aug 13, 2026
AE Wealth Management LLC History No change 6,050 146 0.0% 0.0% 394 0 0.0% Q2 2026 Aug 03, 2026
Coastline Trust Co History Reduced 5,997 145 0.01% 0.01% 395 -374 -5.87% Q3 2026 Oct 01, 2026
TD Waterhouse Canada Inc. History No change 5,791 139 0.0% 0.0% 396 0 0.0% Q2 2026 Jul 27, 2026
PRIVATE TRUST CO NA History No change 5,010 121 0.01% 0.01% 397 0 0.0% Q2 2026 Jul 28, 2026
BANK OF MONTREAL /CAN/ History No change 4,697 113 0.0% 0.0% 398 0 0.0% Q2 2026 Aug 12, 2026
TOMPKINS FINANCIAL CORP History No change 4,126 100 0.01% 0.01% 399 0 0.0% Q3 2026 Oct 05, 2026
CNB Bank History No change 3,857 93 0.04% 0.04% 400 0 0.0% Q2 2026 Aug 06, 2026
Physician Wealth Advisors, Inc. History No change 3,820 92 0.01% 0.01% 401 0 0.0% Q2 2026 Jul 20, 2026
HHM Wealth Advisors, LLC History No change 3,775 91 0.01% 0.01% 402 0 0.0% Q2 2026 Jul 13, 2026
Tower Research Capital LLC (TRC) History No change 3,747 90 0.0% 0.0% 403 0 0.0% Q2 2026 Aug 11, 2026
Addison Advisors LLC History No change 3,715 90 0.04% 0.04% 404 0 0.0% Q2 2026 Aug 10, 2026
Align Financial, LLC History No change 3,646 88 0.04% 0.04% 405 0 0.0% Q2 2026 Jul 27, 2026
NBH Bank History No change 3,515 85 0.04% 0.04% 406 0 0.0% Q2 2026 Aug 14, 2026
Black Cypress Capital Management, LLC History No change 3,500 84 0.06% 0.06% 407 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Bancorp, Inc. History No change 3,425 82 0.02% 0.02% 408 0 0.0% Q2 2026 Jul 28, 2026
Truvestments Capital LLC History No change 3,324 80 0.01% 0.01% 409 0 0.0% Q2 2026 Aug 12, 2026
Orion Capital Management LLC History No change 3,300 79 0.02% 0.02% 410 0 0.0% Q2 2026 Aug 17, 2026
United Community Bank History No change 3,237 78 0.02% 0.02% 411 0 0.0% Q2 2026 Aug 13, 2026
Wilmington Savings Fund Society, FSB History No change 3,000 72 0.0% 0.0% 412 0 0.0% Q2 2026 Jul 28, 2026
Bank of New Hampshire History No change 3,000 72 0.02% 0.02% 413 0 0.0% Q3 2026 Oct 06, 2026
Napier Financial, LLC History No change 2,843 68 0.01% 0.01% 414 0 0.0% Q2 2026 Jul 31, 2026
VALLEY NATIONAL ADVISERS INC History No change 2,583 62 0.01% 0.01% 415 0 0.0% Q2 2026 Jul 29, 2026
CVA Family Office, LLC History No change 2,520 61 0.01% 0.01% 416 0 0.0% Q2 2026 Aug 07, 2026
AlphaCore Capital LLC History No change 2,500 60 0.0% 0.0% 417 0 0.0% Q2 2026 Aug 06, 2026
BURKETT FINANCIAL SERVICES, LLC History Added to 2,407 58 0.02% 0.02% 418 +24 1.01% Q3 2026 Oct 01, 2026
Sarver Vrooman Wealth Advisors History Reduced 2,194 53 0.03% 0.04% 419 -844 -27.78% Q3 2026 Oct 01, 2026
Capital Investment Advisory Services, LLC History No change 2,072 50 0.0% 0.0% 420 0 0.0% Q2 2026 Jul 23, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA History No change 2,000 48 0.0% 0.0% 421 0 0.0% Q2 2026 Jul 30, 2026
PROSPERITY BANCSHARES INC History No change 2,000 48 0.03% 0.03% 422 0 0.0% Q2 2026 Aug 14, 2026
MTM Investment Management, LLC History No change 2,000 48 0.01% 0.01% 423 0 0.0% Q2 2026 Aug 03, 2026
Peck Wealth Management, LLC History No change 2,000 48 0.04% 0.04% 424 0 0.0% Q2 2026 Jul 31, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 1,670 40 0.0% 0.0% 425 0 0.0% Q3 2026 Oct 09, 2026
Robbins Farley History No change 1,612 39 0.01% 0.01% 426 0 0.0% Q2 2026 Jul 22, 2026
Legacy Bridge, LLC History No change 1,392 33 0.01% 0.01% 427 0 0.0% Q2 2026 Aug 13, 2026
JDM Financial Group LLC History No change 1,248 30 0.01% 0.01% 428 0 0.0% Q2 2026 Aug 17, 2026
Anchor Bay Capital, Inc. History No change 1,261 30 0.02% 0.02% 429 0 0.0% Q2 2026 Aug 11, 2026
ASSETMARK, INC History No change 1,180 28 0.0% 0.0% 430 0 0.0% Q2 2026 Jul 30, 2026
Fairway Wealth LLC History No change 1,155 27 0.01% 0.01% 431 0 0.0% Q2 2026 Jul 24, 2026
MORRIS FINANCIAL CONCEPTS, INC. History No change 1,066 25 0.01% 0.01% 432 0 0.0% Q2 2026 Jul 29, 2026
Ashton Thomas Private Wealth, LLC History No change 1,034 25 0.0% 0.0% 433 0 0.0% Q2 2026 Jul 29, 2026
Hyposwiss Advisors SA History No change 1,035 25 0.02% 0.02% 434 0 0.0% Q2 2026 Jul 21, 2026
Geneos Wealth Management Inc. History No change 823 19 0.0% 0.0% 435 0 0.0% Q2 2026 Aug 06, 2026
Blue Trust, Inc. History No change 793 19 0.0% 0.0% 436 0 0.0% Q2 2026 Jul 21, 2026
Colonial Trust Co / SC History No change 800 19 0.0% 0.0% 437 0 0.0% Q2 2026 Aug 11, 2026
Three Bearings Fiduciary Advisors, Inc. History No change 819 19 0.02% 0.02% 438 0 0.0% Q2 2026 Jul 09, 2026
VANGUARD ADVISERS INC History No change 713 17 0.0% 0.0% 439 0 0.0% Q2 2026 Aug 13, 2026
Kennebec Savings Bank History No change 665 16 0.01% 0.01% 440 0 0.0% Q2 2026 Jul 13, 2026
Capital Analysts, LLC History No change 485 12 0.0% 0.0% 441 0 0.0% Q2 2026 Aug 05, 2026
Federation des caisses Desjardins du Quebec History No change 511 12 0.0% 0.0% 442 0 0.0% Q2 2026 Aug 13, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV History No change 457 11 0.0% 0.0% 443 0 0.0% Q2 2026 Aug 07, 2026
Buck Wealth Strategies, LLC History No change 439 10 0.0% 0.0% 444 0 0.0% Q2 2026 Jul 30, 2026
LOGAN CAPITAL MANAGEMENT INC History No change 283 6 0.0% 0.0% 445 0 0.0% Q2 2026 Aug 14, 2026
SHP Wealth Management History No change 275 6 0.0% 0.0% 446 0 0.0% Q2 2026 Aug 11, 2026
NATIONAL BANK OF CANADA /FI/ History No change 166 4 0.0% 0.0% 447 0 0.0% Q2 2026 Aug 10, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 135 3 0.0% 0.0% 448 0 0.0% Q2 2026 Jul 21, 2026
BlackRock, Inc. History No change 158 3 0.0% 0.0% 449 0 0.0% Q2 2026 Aug 07, 2026
HOEY INVESTMENTS, INC History No change 120 2 0.0% 0.0% 450 0 0.0% Q2 2026 Jul 27, 2026
Weaver Consulting Group History Closed out 0 0 — 0.17% — -34,389 -100.0% Q3 2026 Oct 07, 2026
HUNTINGTON NATIONAL BANK History No change 1 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
CITIGROUP INC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 03, 2026