iSHARES TRUST - IBDU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SHUFRO ROSE & CO LLC | History | No change | 8,668,602 | 200,764 | 11.53% | 11.53% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 7,630,704 | 176,727 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 6,497,005 | 150,470 | 1.03% | 1.03% | 3 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MORGAN STANLEY | History | No change | 6,487,553 | 150,251 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,791,658 | 134,134 | 0.17% | 0.17% | 5 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 5,140,239 | 119,047 | 1.75% | 1.75% | 6 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisors, LLC | History | No change | 4,035,738 | 93,467 | 1.23% | 1.23% | 7 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| UBS Group AG | History | No change | 3,887,671 | 90,038 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,599,661 | 83,368 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 3,142,337 | 72,776 | 0.96% | 0.96% | 10 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lido Advisors, LLC | History | No change | 2,852,951 | 66,074 | 0.18% | 0.18% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 2,506,686 | 58,054 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,289,483 | 53,025 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,220,273 | 51,421 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMITRY LLC | History | No change | 2,022,397 | 46,838 | 1.54% | 1.54% | 15 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HighTower Advisors, LLC | History | No change | 1,978,091 | 45,812 | 0.04% | 0.04% | 16 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 1,895,010 | 43,888 | 2.72% | 2.72% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 1,771,527 | 41,028 | 2.24% | 2.24% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,629,388 | 37,736 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Klingman & Associates, LLC | History | No change | 1,622,444 | 37,575 | 1.6% | 1.6% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,561,416 | 36,162 | 1.76% | 1.76% | 21 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 1,550,502 | 35,909 | 4.57% | 4.57% | 22 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Venture Visionary Partners LLC | History | No change | 1,491,364 | 34,539 | 0.96% | 0.96% | 23 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Meiji Yasuda Life Insurance Co | History | No change | 1,315,000 | 30,455 | 1.01% | 1.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 1,229,949 | 28,485 | 0.31% | 0.31% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kathmere Capital Management, LLC | History | No change | 1,224,087 | 28,349 | 1.5% | 1.5% | 26 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,223,806 | 28,343 | 0.54% | 0.54% | 27 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RVW Wealth, LLC | History | Added to | 1,239,851 | 28,132 | 1.81% | 1.85% | 28 | +29,167 | 2.41% | Q3 2026 | Oct 06, 2026 |
| Advisors Capital Management, LLC | History | No change | 1,207,209 | 27,958 | 0.3% | 0.3% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,182,596 | 27,388 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 1,161,935 | 26,910 | 5.87% | 5.87% | 31 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 1,118,191 | 25,897 | 0.93% | 0.93% | 32 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Kestra Advisory Services, LLC | History | No change | 937,764 | 21,718 | 0.07% | 0.07% | 33 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 880,836 | 20,400 | 1.81% | 1.81% | 34 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Summit Asset Management, LLC | History | No change | 793,992 | 18,388 | 2.36% | 2.36% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 764,126 | 17,697 | 0.03% | 0.03% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BlackRock, Inc. | History | No change | 740,823 | 17,157 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 715,822 | 16,578 | 0.56% | 0.56% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | No change | 715,219 | 16,564 | 0.02% | 0.02% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROW FINANCIAL CORP | History | No change | 655,962 | 15,192 | 1.36% | 1.36% | 40 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Ironwood Financial, llc | History | No change | 636,737 | 14,651 | 2.29% | 2.29% | 41 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 613,536 | 14,209 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 605,089 | 14,013 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 599,061 | 13,874 | 0.22% | 0.22% | 44 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 572,041 | 13,248 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Windsor Capital Management, LLC | History | No change | 562,587 | 13,029 | 3.39% | 3.39% | 46 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 555,787 | 12,872 | 0.32% | 0.32% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 552,048 | 12,785 | 0.48% | 0.48% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 546,943 | 12,667 | 0.78% | 0.78% | 49 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Probity Advisors, Inc. | History | No change | 540,849 | 12,526 | 1.79% | 1.79% | 50 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SPINNAKER TRUST | History | No change | 536,924 | 12,435 | 0.6% | 0.6% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ruggaard & Associates LLC | History | No change | 528,717 | 12,245 | 4.39% | 4.39% | 52 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CENTRAL TRUST Co | History | No change | 517,935 | 11,995 | 0.22% | 0.22% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glenview Trust Co | History | No change | 510,500 | 11,823 | 0.16% | 0.16% | 54 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 485,028 | 11,233 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| REBALANCE, LLC | History | No change | 458,533 | 10,619 | 0.56% | 0.56% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Strid Group, LLC | History | No change | 443,780 | 10,277 | 1.14% | 1.14% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 439,736 | 10,184 | 1.18% | 1.18% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Peloton Wealth Strategists | History | No change | 405,145 | 9,383 | 3.47% | 3.47% | 59 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 404,090 | 9,358 | 0.09% | 0.09% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 397,717 | 9,211 | 0.14% | 0.14% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| First International Bank of Israel Ltd. | History | No change | 395,000 | 9,148 | 2.49% | 2.49% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 367,266 | 8,505 | 0.46% | 0.46% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARCADIA INVESTMENT ADVISORS LLC | History | No change | 347,588 | 8,050 | 3.4% | 3.4% | 64 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 343,065 | 7,945 | 0.55% | 0.55% | 65 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Guidance Point Advisors, LLC | History | No change | 341,567 | 7,911 | 1.67% | 1.67% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parallel Advisors, LLC | History | No change | 313,883 | 7,269 | 0.11% | 0.11% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| InvesTrust | History | No change | 309,429 | 7,166 | 2.76% | 2.76% | 68 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Envision Financial Planning, LLC | History | No change | 305,471 | 7,074 | 2.3% | 2.3% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 298,459 | 6,912 | 2.51% | 2.51% | 70 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 297,915 | 6,899 | 1.19% | 1.19% | 71 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Cetera Investment Advisers | History | No change | 286,885 | 6,644 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 279,053 | 6,462 | 0.03% | 0.03% | 73 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 278,417 | 6,445 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 277,601 | 6,429 | 0.11% | 0.11% | 75 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFP Advisors, Inc | History | No change | 272,975 | 6,322 | 0.11% | 0.11% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Janney Montgomery Scott LLC | History | No change | 272,504 | 6,311 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Merit Financial Group, LLC | History | No change | 261,657 | 6,059 | 0.04% | 0.04% | 78 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EP Wealth Advisors, LLC | History | No change | 256,326 | 5,936 | 0.02% | 0.02% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Snowden Capital Advisors LLC | History | No change | 255,694 | 5,921 | 0.14% | 0.14% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 250,490 | 5,801 | 1.32% | 1.32% | 81 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | No change | 249,415 | 5,776 | 2.88% | 2.88% | 82 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 245,615 | 5,688 | 1.57% | 1.57% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apollon Wealth Management, LLC | History | No change | 245,087 | 5,676 | 0.07% | 0.07% | 84 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Great Diamond Partners, LLC | History | No change | 235,576 | 5,455 | 0.94% | 0.94% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 235,320 | 5,450 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 233,769 | 5,414 | 0.09% | 0.09% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| 4Thought Financial Group Inc. | History | No change | 233,473 | 5,407 | 2.54% | 2.54% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 232,703 | 5,389 | 1.92% | 1.92% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 227,803 | 5,275 | 2.61% | 2.61% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Krilogy Financial LLC | History | No change | 226,780 | 5,252 | 0.16% | 0.16% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 226,507 | 5,245 | 0.09% | 0.09% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 217,105 | 5,028 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 214,268 | 4,962 | 0.93% | 0.93% | 94 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 214,164 | 4,960 | 0.07% | 0.07% | 95 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 211,817 | 4,905 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 206,396 | 4,780 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MEMBERS WEALTH LLC | History | No change | 202,246 | 4,684 | 2.57% | 2.57% | 98 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| 10Elms LLP | History | No change | 199,139 | 4,612 | 1.95% | 1.95% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 193,159 | 4,473 | 0.15% | 0.15% | 100 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rossmore Private Capital | History | No change | 191,186 | 4,427 | 0.36% | 0.36% | 101 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Heartland Bank & Trust Co | History | No change | 190,831 | 4,419 | 0.91% | 0.91% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 189,726 | 4,394 | 0.25% | 0.25% | 103 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 190,305 | 4,377 | 0.09% | 0.09% | 104 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 188,013 | 4,360 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 186,679 | 4,323 | 0.83% | 0.83% | 106 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 185,740 | 4,301 | 1.39% | 1.39% | 107 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 183,495 | 4,249 | 0.71% | 0.71% | 108 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Valmark Advisers, Inc. | History | No change | 181,412 | 4,201 | 0.04% | 0.04% | 109 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Crews Bank & Trust | History | No change | 179,020 | 4,146 | 0.54% | 0.54% | 110 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Composition Wealth, LLC | History | No change | 178,228 | 4,127 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 177,379 | 4,108 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 176,182 | 4,080 | 2.24% | 2.24% | 113 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 174,330 | 4,037 | 2.4% | 2.4% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Syntegra Private Wealth Group, LLC | History | No change | 171,113 | 3,962 | 0.31% | 0.31% | 115 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 165,755 | 3,838 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 164,815 | 3,817 | 1.02% | 1.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 164,439 | 3,808 | 0.41% | 0.41% | 118 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Covington Investment Advisors Inc. | History | No change | 162,150 | 3,775 | 0.49% | 0.49% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 159,049 | 3,667 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ADIRONDACK TRUST CO | History | No change | 158,394 | 3,666 | 1.09% | 1.09% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 158,165 | 3,663 | 0.35% | 0.35% | 122 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Whalen Wealth Management Inc. | History | No change | 157,041 | 3,637 | 1.64% | 1.64% | 123 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 151,299 | 3,504 | 0.47% | 0.47% | 124 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 151,144 | 3,500 | 0.21% | 0.21% | 125 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stonebrook Private Inc. | History | No change | 144,658 | 3,350 | 0.61% | 0.61% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LFA - Lugano Financial Advisors SA | History | No change | 144,509 | 3,346 | 2.01% | 2.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FourThought Financial Partners, LLC | History | No change | 138,565 | 3,209 | 0.25% | 0.25% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 136,800 | 3,168 | 1.71% | 1.71% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | No change | 134,558 | 3,116 | 0.1% | 0.1% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIFTH THIRD BANCORP | History | No change | 133,196 | 3,084 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 133,260 | 3,079 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| 4J Wealth Management LLC | History | No change | 126,059 | 2,919 | 1.43% | 1.43% | 133 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LifePlan Financial, LLC | History | No change | 125,028 | 2,895 | 2.03% | 2.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 123,519 | 2,860 | 0.48% | 0.48% | 135 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hills Bank & Trust Co | History | No change | 122,688 | 2,841 | 0.12% | 0.12% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cornerstone Planning, LLC | History | No change | 121,300 | 2,809 | 0.65% | 0.65% | 137 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MONECO ADVISORS, LLC | History | No change | 119,966 | 2,778 | 0.17% | 0.17% | 138 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 118,331 | 2,740 | 0.27% | 0.27% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 117,263 | 2,715 | 0.28% | 0.28% | 140 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Chesley Taft & Associates LLC | History | No change | 113,900 | 2,637 | 0.1% | 0.1% | 141 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| High Note Wealth, LLC | History | No change | 113,169 | 2,620 | 0.45% | 0.45% | 142 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 112,876 | 2,614 | 0.1% | 0.1% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Madden Advisory Services, Inc. | History | No change | 111,466 | 2,581 | 0.93% | 0.93% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 110,044 | 2,548 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 109,627 | 2,538 | 0.68% | 0.68% | 146 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 109,199 | 2,529 | 0.98% | 0.98% | 147 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sightline Wealth Advisors, LLC | History | No change | 109,054 | 2,525 | 0.92% | 0.92% | 148 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KINTRA WEALTH, LLC | History | No change | 109,229 | 2,521 | 0.13% | 0.13% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Breachway Investments LLC | History | No change | 107,805 | 2,496 | 3.76% | 3.76% | 150 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 107,218 | 2,483 | 0.06% | 0.06% | 151 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Northstar Group, Inc. | History | No change | 107,203 | 2,482 | 0.32% | 0.32% | 152 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | No change | 105,983 | 2,454 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Segment Wealth Management, LLC | History | No change | 101,690 | 2,355 | 0.12% | 0.12% | 154 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Meridian Wealth Management, LLC | History | No change | 101,185 | 2,343 | 0.07% | 0.07% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100,760 | 2,333 | 0.16% | 0.16% | 156 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Keeler Thomas Management LLC | History | No change | 100,008 | 2,316 | 0.82% | 0.82% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 96,270 | 2,229 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 95,711 | 2,216 | 0.11% | 0.11% | 159 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 94,399 | 2,186 | 0.1% | 0.1% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 90,845 | 2,113 | 0.09% | 0.09% | 161 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Fortis Capital Management LLC | History | No change | 88,355 | 2,046 | 0.23% | 0.23% | 162 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFG Advisory, LLC | History | No change | 85,990 | 1,991 | 0.07% | 0.07% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 85,237 | 1,977 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | History | No change | 83,490 | 1,925 | 0.39% | 0.39% | 165 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 82,531 | 1,911 | 0.19% | 0.19% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 81,303 | 1,882 | 0.02% | 0.02% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 79,562 | 1,842 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WRAPMANAGER INC | History | No change | 75,858 | 1,756 | 0.55% | 0.55% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advance Capital Management, Inc. | History | No change | 75,622 | 1,751 | 0.06% | 0.06% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 75,455 | 1,747 | 0.16% | 0.16% | 171 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TFR Capital, LLC. | History | No change | 72,868 | 1,687 | 0.47% | 0.47% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 72,192 | 1,671 | 0.2% | 0.2% | 173 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bullock Wealth Management Group | History | No change | 67,532 | 1,557 | 0.68% | 0.68% | 174 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cyr Financial Inc. | History | No change | 65,619 | 1,519 | 0.79% | 0.79% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Jefferson Bridge Capital, LLC | History | No change | 65,286 | 1,512 | 1.31% | 1.31% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COWA, LLC | History | No change | 64,949 | 1,504 | 0.38% | 0.38% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 63,437 | 1,469 | 0.9% | 0.9% | 178 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Foundry Financial Group, Inc. | History | No change | 62,759 | 1,453 | 0.63% | 0.63% | 179 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mendota Financial Group, LLC | History | No change | 61,670 | 1,428 | 0.88% | 0.88% | 180 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | No change | 59,318 | 1,374 | 0.26% | 0.26% | 181 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Jacobi Capital Management LLC | History | No change | 59,129 | 1,369 | 0.07% | 0.07% | 182 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Equitable Holdings, Inc. | History | No change | 59,055 | 1,367 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 58,599 | 1,357 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 54,549 | 1,263 | 0.23% | 0.23% | 185 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Reliant Wealth Planning | History | No change | 54,485 | 1,261 | 0.35% | 0.35% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 53,470 | 1,238 | 0.16% | 0.16% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AlTi Global, Inc. | History | No change | 53,350 | 1,235 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Neuberger Berman Group LLC | History | No change | 52,524 | 1,216 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TABR Capital Management, LLC | History | No change | 51,892 | 1,201 | 1.02% | 1.02% | 190 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Montecito Bank & Trust | History | Added to | 52,653 | 1,194 | 0.18% | 0.18% | 191 | +1,483 | 2.9% | Q3 2026 | Oct 01, 2026 |
| Beaumont Financial Advisors, LLC | History | No change | 50,327 | 1,165 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Journey Advisory Group, LLC | History | No change | 50,100 | 1,160 | 0.09% | 0.09% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Camelot Portfolios, LLC | History | No change | 49,857 | 1,154 | 0.81% | 0.81% | 194 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Walleye Partners, LLC | History | No change | 49,611 | 1,148 | 1.31% | 1.31% | 195 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Archford Capital Strategies, LLC | History | No change | 48,754 | 1,129 | 0.11% | 0.11% | 196 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 47,581 | 1,101 | 0.18% | 0.18% | 197 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 47,164 | 1,092 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 46,175 | 1,069 | 0.11% | 0.11% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspen Wealth Management LLC | History | No change | 45,113 | 1,044 | 0.18% | 0.18% | 200 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Farmers National Bank | History | No change | 44,711 | 1,035 | 0.22% | 0.22% | 201 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | No change | 44,505 | 1,030 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 42,586 | 986 | 0.69% | 0.69% | 203 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Gilbert & Cook, Inc. | History | No change | 42,310 | 979 | 0.11% | 0.11% | 204 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 40,451 | 936 | 0.21% | 0.21% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OPPENHEIMER & CO INC | History | No change | 40,263 | 932 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 40,266 | 928 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | No change | 40,042 | 927 | 0.04% | 0.04% | 208 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Bank of New Hampshire | History | Reduced | 40,640 | 922 | 0.2% | 0.2% | 209 | -700 | -1.69% | Q3 2026 | Oct 06, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 38,850 | 899 | 0.36% | 0.36% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | No change | 38,366 | 888 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 38,267 | 886 | 0.36% | 0.36% | 212 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIRST INTERSTATE BANK | History | No change | 36,932 | 855 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 35,432 | 820 | 0.14% | 0.14% | 214 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NewEdge Advisors, LLC | History | No change | 34,648 | 802 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 34,606 | 801 | 0.22% | 0.22% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Seneca House Advisors | History | No change | 34,383 | 796 | 0.28% | 0.28% | 217 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 34,239 | 792 | 0.19% | 0.19% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Schuylkill Financial LLC | History | No change | 33,929 | 785 | 0.73% | 0.73% | 219 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 32,972 | 763 | 0.11% | 0.11% | 220 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 32,337 | 748 | 0.01% | 0.01% | 221 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Foundation Wealth Management, LLC | History | No change | 32,213 | 746 | 0.44% | 0.44% | 222 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Bank of New York Mellon Corp | History | No change | 32,090 | 743 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Brookstone Capital Management | History | No change | 31,446 | 728 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Autumn Glory Partners, LLC | History | No change | 31,419 | 727 | 0.21% | 0.21% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROBINSON SMITH WEALTH ADVISORS LLC | History | No change | 30,685 | 710 | 0.43% | 0.43% | 226 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 30,409 | 704 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 30,350 | 702 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 30,253 | 700 | 0.39% | 0.39% | 229 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Straight Path Wealth Management | History | No change | 30,178 | 698 | 0.16% | 0.16% | 230 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OFS Enterprise LLC | History | No change | 29,750 | 689 | 0.18% | 0.18% | 231 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Stokes Family Office, LLC | History | No change | 29,459 | 682 | 0.08% | 0.08% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 29,430 | 681 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Curbstone Financial Management Corp | History | No change | 28,742 | 665 | 0.11% | 0.11% | 234 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 28,112 | 649 | 0.57% | 0.57% | 235 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Redwood Financial Network Corp | History | No change | 27,871 | 645 | 0.36% | 0.36% | 236 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CVA Family Office, LLC | History | No change | 27,720 | 641 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CGN Advisors LLC | History | No change | 27,526 | 637 | 0.05% | 0.05% | 238 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Private Advisor Group, LLC | History | No change | 27,396 | 634 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 27,315 | 632 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 26,622 | 616 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 26,251 | 610 | 0.03% | 0.03% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 26,340 | 610 | 0.04% | 0.04% | 243 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 26,209 | 607 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HORAN Wealth, LLC | History | No change | 26,190 | 606 | 0.08% | 0.08% | 245 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 26,109 | 604 | 0.04% | 0.04% | 246 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 26,000 | 602 | 0.03% | 0.03% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 25,654 | 594 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ADG Wealth Management Group, LLC | History | No change | 25,440 | 589 | 0.37% | 0.37% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Clearstead Advisors, LLC | History | No change | 25,360 | 587 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SMITH, MOORE & CO. | History | No change | 25,078 | 580 | 0.04% | 0.04% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 25,046 | 580 | 0.15% | 0.15% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Ellis Investment Partners, LLC | History | No change | 24,254 | 561 | 0.09% | 0.09% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TABLEAUX LLC | History | No change | 23,627 | 547 | 0.23% | 0.23% | 254 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| American Trust | History | No change | 23,448 | 543 | 0.04% | 0.04% | 255 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 23,259 | 538 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 23,000 | 532 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Snider Financial Group | History | No change | 22,822 | 528 | 0.13% | 0.13% | 258 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 22,314 | 516 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cerity Partners LLC | History | No change | 22,265 | 515 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 22,070 | 511 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Focus Partners Wealth | History | No change | 22,027 | 510 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 22,010 | 509 | 0.05% | 0.05% | 263 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| XY Planning Network, Inc. | History | No change | 21,882 | 506 | 0.06% | 0.06% | 264 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Community Financial Services Group, LLC | History | No change | 21,719 | 500 | 0.07% | 0.07% | 265 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 21,627 | 500 | 0.03% | 0.03% | 266 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Moors & Cabot, Inc. | History | No change | 21,353 | 494 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 21,086 | 488 | 0.11% | 0.11% | 268 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Integrated Advisors Network LLC | History | No change | 20,235 | 468 | 0.02% | 0.02% | 269 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Prosperity Planning, Inc. | History | No change | 20,007 | 463 | 0.11% | 0.11% | 270 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 19,941 | 461 | 0.07% | 0.07% | 271 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MidFirst Bank | History | No change | 19,827 | 459 | 0.03% | 0.03% | 272 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 19,629 | 454 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| S.E.E.D. Planning Group LLC | History | No change | 19,523 | 452 | 0.12% | 0.12% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | No change | 19,427 | 449 | 0.08% | 0.08% | 275 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 19,229 | 445 | 0.19% | 0.19% | 276 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WIREGRASS INVESTMENT MANAGEMENT LLC | History | No change | 19,000 | 440 | 0.3% | 0.3% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Robbins Farley | History | No change | 18,607 | 430 | 0.17% | 0.17% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,476 | 427 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Clearstead Trust, LLC | History | No change | 18,454 | 427 | 0.06% | 0.06% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 18,460 | 427 | 0.26% | 0.26% | 281 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Ancora Advisors LLC | History | No change | 18,396 | 426 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gryphon Financial Partners LLC | History | No change | 18,386 | 425 | 0.04% | 0.04% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WJ Wealth Management, LLC | History | No change | 17,600 | 407 | 0.16% | 0.16% | 284 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 17,371 | 402 | 0.08% | 0.08% | 285 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 17,274 | 400 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Element Wealth, LLC | History | No change | 17,237 | 399 | 0.15% | 0.15% | 287 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 17,151 | 397 | 0.19% | 0.19% | 288 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 16,969 | 393 | 0.13% | 0.13% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 16,604 | 384 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Wealth Partners, LLC | History | No change | 16,506 | 382 | 0.05% | 0.05% | 291 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Summit Trail Advisors, LLC | History | No change | 16,350 | 378 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XML Financial, LLC | History | No change | 16,175 | 374 | 0.03% | 0.03% | 293 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ProVise Management Group, LLC | History | No change | 15,460 | 358 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 15,767 | 357 | 0.21% | 0.19% | 296 | +2,015 | 14.65% | Q3 2026 | Oct 01, 2026 |
| Ledyard National Bank | History | No change | 15,453 | 357 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 14,985 | 347 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisor OS, LLC | History | No change | 14,958 | 346 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hyposwiss Advisors SA | History | No change | 14,960 | 346 | 0.33% | 0.33% | 299 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Crusonia Wealth Advisors LLC | History | No change | 14,754 | 341 | 0.06% | 0.06% | 300 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |