iSHARES TRUST - IBDV

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.
Full rows mode is enabled. Back to fast mode.
Rows: 0
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 9,615,369 209,615 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 14, 2026
Aptus Capital Advisors, LLC History No change 6,150,150 134,073 0.92% 0.92% 2 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 6,081,902 132,585 0.16% 0.16% 3 0 0.0% Q2 2026 Aug 19, 2026
MORGAN STANLEY History No change 4,474,434 97,542 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History No change 4,375,104 95,377 0.03% 0.03% 5 0 0.0% Q2 2026 Aug 14, 2026
Capital Investment Advisors, LLC History No change 4,264,875 92,974 1.22% 1.22% 6 0 0.0% Q2 2026 Aug 06, 2026
CAPITAL ADVISORS INC/OK History No change 3,253,303 70,922 1.04% 1.04% 7 0 0.0% Q2 2026 Jul 22, 2026
UBS Group AG History No change 3,026,804 65,984 0.01% 0.01% 8 0 0.0% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History No change 3,017,703 65,785 0.01% 0.01% 9 0 0.0% Q2 2026 Aug 14, 2026
HM PAYSON & CO History No change 2,726,515 59,438 0.79% 0.79% 10 0 0.0% Q2 2026 Jul 17, 2026
HighTower Advisors, LLC History No change 2,510,850 54,736 0.05% 0.05% 11 0 0.0% Q2 2026 Aug 05, 2026
ROYAL BANK OF CANADA History No change 2,504,175 54,590 0.01% 0.01% 12 0 0.0% Q2 2026 Aug 14, 2026
Sound View Wealth Advisors Group, LLC History No change 1,880,024 40,984 2.54% 2.54% 13 0 0.0% Q2 2026 Aug 11, 2026
Klingman & Associates, LLC History No change 1,715,577 37,399 1.59% 1.59% 14 0 0.0% Q2 2026 Jul 29, 2026
SIGMA INVESTMENT COUNSELORS INC History No change 1,661,062 36,211 1.76% 1.76% 15 0 0.0% Q2 2026 Jul 28, 2026
Gratus Wealth Advisors, LLC History No change 1,641,321 35,780 4.55% 4.55% 16 0 0.0% Q2 2026 Jul 20, 2026
Lido Advisors, LLC History No change 1,600,025 34,880 0.09% 0.09% 17 0 0.0% Q2 2026 Aug 07, 2026
Summit Financial, LLC History No change 1,540,468 33,582 0.37% 0.37% 18 0 0.0% Q2 2026 Aug 12, 2026
LPL Financial LLC History No change 1,494,454 32,579 0.01% 0.01% 19 0 0.0% Q2 2026 Aug 07, 2026
Kathmere Capital Management, LLC History No change 1,348,430 29,395 1.55% 1.55% 20 0 0.0% Q2 2026 Jul 29, 2026
RVW Wealth, LLC History No change 1,309,276 28,542 1.88% 1.88% 21 0 0.0% Q2 2026 Jul 07, 2026
Venture Visionary Partners LLC History No change 1,273,692 27,766 0.77% 0.77% 22 0 0.0% Q2 2026 Jul 27, 2026
NewEdge Advisors, LLC History No change 1,219,208 26,578 0.08% 0.08% 23 0 0.0% Q2 2026 Aug 12, 2026
WOODMONT INVESTMENT COUNSEL LLC History No change 1,207,452 26,322 1.44% 1.44% 24 0 0.0% Q2 2026 Jul 27, 2026
US BANCORP \DE\ History No change 1,197,971 26,115 0.03% 0.03% 25 0 0.0% Q2 2026 Aug 12, 2026
STIFEL FINANCIAL CORP History No change 1,090,232 23,767 0.02% 0.02% 26 0 0.0% Q2 2026 Aug 12, 2026
Advisors Capital Management, LLC History No change 1,038,921 22,648 0.24% 0.24% 27 0 0.0% Q2 2026 Aug 11, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 1,021,727 22,273 0.8% 0.8% 28 0 0.0% Q2 2026 Jul 13, 2026
MV CAPITAL MANAGEMENT, INC. History No change 930,457 20,283 1.8% 1.8% 29 0 0.0% Q2 2026 Jul 30, 2026
EP Wealth Advisors, LLC History No change 847,911 18,484 0.07% 0.07% 30 0 0.0% Q2 2026 Aug 11, 2026
Kestra Advisory Services, LLC History No change 797,556 17,386 0.06% 0.06% 31 0 0.0% Q2 2026 Jul 28, 2026
BlackRock, Inc. History No change 779,369 16,990 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 07, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 762,897 16,631 0.02% 0.02% 33 0 0.0% Q2 2026 Jul 29, 2026
ARROW FINANCIAL CORP History No change 702,825 15,321 1.37% 1.37% 34 0 0.0% Q2 2026 Jul 31, 2026
AMERIPRISE FINANCIAL INC History No change 682,341 14,875 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 14, 2026
FIRST NATIONAL TRUST CO History No change 653,441 14,245 0.48% 0.48% 36 0 0.0% Q2 2026 Jul 30, 2026
Janney Montgomery Scott LLC History No change 650,928 14,190 0.03% 0.03% 37 0 0.0% Q2 2026 Aug 05, 2026
Rockefeller Capital Management L.P. History No change 644,355 14,046 0.02% 0.02% 38 0 0.0% Q2 2026 Aug 13, 2026
Ironwood Financial, llc History No change 644,551 13,922 2.18% 2.18% 39 0 0.0% Q2 2026 Jul 17, 2026
Mariner, LLC History No change 592,613 12,918 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 13, 2026
PFG Private Wealth Management, LLC History No change 569,999 12,425 5.38% 5.38% 41 0 0.0% Q2 2026 Jul 23, 2026
Probity Advisors, Inc. History No change 569,582 12,416 1.78% 1.78% 42 0 0.0% Q2 2026 Jul 31, 2026
CENTRAL TRUST Co History No change 538,604 11,741 0.21% 0.21% 43 0 0.0% Q2 2026 Jul 31, 2026
CAPTRUST FINANCIAL ADVISORS History No change 534,289 11,647 0.02% 0.02% 44 0 0.0% Q2 2026 Aug 13, 2026
Glenview Trust Co History No change 506,320 11,037 0.15% 0.15% 45 0 0.0% Q2 2026 Aug 18, 2026
LYELL WEALTH MANAGEMENT, LP History No change 492,598 10,738 0.66% 0.66% 46 0 0.0% Q2 2026 Aug 05, 2026
REBALANCE, LLC History No change 483,987 10,550 0.55% 0.55% 47 0 0.0% Q2 2026 Jul 16, 2026
MinichMacGregor Wealth Management, LLC History No change 474,157 10,336 1.57% 1.57% 48 0 0.0% Q2 2026 Jul 16, 2026
Parkway Wealth Management Group, LLC History No change 466,293 10,165 1.17% 1.17% 49 0 0.0% Q2 2026 Jul 27, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 464,538 10,126 0.0% 0.0% 50 0 0.0% Q2 2026 Sep 23, 2026
Snowden Capital Advisors LLC History No change 453,691 9,890 0.23% 0.23% 51 0 0.0% Q2 2026 Aug 13, 2026
BENJAMIN EDWARDS INC History No change 445,634 9,714 0.09% 0.09% 52 0 0.0% Q2 2026 Jul 24, 2026
Sanctuary Advisors, LLC History No change 445,048 9,702 0.04% 0.04% 53 0 0.0% Q2 2026 Aug 13, 2026
Cornerstone Planning, LLC History No change 439,383 9,578 2.22% 2.22% 54 0 0.0% Q2 2026 Jul 29, 2026
RWA WEALTH PARTNERS, LLC History No change 434,649 9,475 0.09% 0.09% 55 0 0.0% Q2 2026 Aug 07, 2026
Guidance Point Advisors, LLC History No change 431,677 9,410 1.99% 1.99% 56 0 0.0% Q2 2026 Jul 31, 2026
Atlantic Union Bankshares Corp History No change 425,145 9,268 0.15% 0.15% 57 0 0.0% Q2 2026 Aug 11, 2026
Centric Wealth Management History No change 418,846 9,122 1.42% 1.42% 58 0 0.0% Q2 2026 Aug 06, 2026
Cambridge Investment Research Advisors, Inc. History No change 413,662 9,018 0.02% 0.02% 59 0 0.0% Q2 2026 Jul 27, 2026
Parallel Advisors, LLC History No change 406,873 8,869 0.14% 0.14% 60 0 0.0% Q2 2026 Aug 05, 2026
Peloton Wealth Strategists History No change 394,050 8,590 3.18% 3.18% 61 0 0.0% Q2 2026 Aug 10, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 390,373 8,510 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 12, 2026
EIGHT 31 FINANCIAL, LLC History No change 369,661 8,058 4.79% 4.79% 63 0 0.0% Q2 2026 Aug 13, 2026
Windsor Capital Management, LLC History No change 356,462 7,770 2.02% 2.02% 64 0 0.0% Q2 2026 Jul 08, 2026
ARCADIA INVESTMENT ADVISORS LLC History No change 348,528 7,597 3.2% 3.2% 65 0 0.0% Q2 2026 Jul 13, 2026
LBMC INVESTMENT ADVISORS, LLC History No change 345,712 7,536 0.41% 0.41% 66 0 0.0% Q2 2026 Aug 10, 2026
Concurrent Investment Advisors, LLC History No change 343,567 7,489 0.06% 0.06% 67 0 0.0% Q2 2026 Jul 27, 2026
Allworth Financial LP History No change 338,443 7,378 0.03% 0.03% 68 0 0.0% Q2 2026 Aug 11, 2026
Cetera Investment Advisers History No change 331,851 7,234 0.01% 0.01% 69 0 0.0% Q2 2026 Aug 12, 2026
Praetorian Wealth Management, Inc. History No change 304,213 6,631 1.14% 1.14% 70 0 0.0% Q2 2026 Jul 07, 2026
4Thought Financial Group Inc. History No change 289,935 6,320 2.97% 2.97% 71 0 0.0% Q2 2026 Jul 28, 2026
Atria Investments, Inc History No change 288,553 6,290 0.06% 0.06% 72 0 0.0% Q2 2026 Jul 28, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 281,940 6,140 0.03% 0.03% 73 0 0.0% Q2 2026 Aug 14, 2026
SHUFRO ROSE & CO LLC History No change 274,603 5,986 0.34% 0.34% 74 0 0.0% Q2 2026 Aug 12, 2026
DROMS STRAUSS ADVISORS INC /MO/ /ADV History No change 264,107 5,757 1.31% 1.31% 75 0 0.0% Q2 2026 Aug 10, 2026
InvesTrust History No change 262,812 5,729 2.2% 2.2% 76 0 0.0% Q2 2026 Jul 14, 2026
Wilkins Miller Wealth Management, LLC History No change 256,301 5,587 3.07% 3.07% 77 0 0.0% Q2 2026 Jul 21, 2026
Strid Group, LLC History No change 256,065 5,582 0.62% 0.62% 78 0 0.0% Q2 2026 Jul 23, 2026
VIRGINIA WEALTH MANAGEMENT GROUP, INC. History No change 249,690 5,443 2.71% 2.71% 79 0 0.0% Q2 2026 Jul 22, 2026
Krilogy Financial LLC History No change 246,320 5,369 0.16% 0.16% 80 0 0.0% Q2 2026 Jul 27, 2026
IFP Advisors, Inc History No change 242,424 5,284 0.1% 0.1% 81 0 0.0% Q2 2026 Jul 20, 2026
HANCOCK WHITNEY CORP History No change 240,440 5,241 0.09% 0.09% 82 0 0.0% Q2 2026 Aug 14, 2026
MEMBERS WEALTH LLC History No change 230,622 5,027 2.76% 2.76% 83 0 0.0% Q2 2026 Jul 09, 2026
SPINNAKER TRUST History No change 226,090 4,928 0.24% 0.24% 84 0 0.0% Q2 2026 Aug 03, 2026
J.W. COLE ADVISORS, INC. History No change 218,881 4,771 0.08% 0.08% 85 0 0.0% Q2 2026 Jul 21, 2026
OneDigital Investment Advisors LLC History No change 218,486 4,762 0.04% 0.04% 86 0 0.0% Q2 2026 Aug 06, 2026
Quantum Financial Advisors, LLC History No change 217,650 4,744 0.47% 0.47% 87 0 0.0% Q2 2026 Jul 08, 2026
Winthrop Partners - WNY, LLC History No change 217,320 4,737 2.34% 2.34% 88 0 0.0% Q2 2026 Jul 15, 2026
Houlihan Financial Resource Group, Ltd. History No change 216,089 4,710 1.68% 1.68% 89 0 0.0% Q2 2026 Aug 10, 2026
Stratos Wealth Partners, LTD. History No change 213,579 4,656 0.05% 0.05% 90 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 202,809 4,390 0.01% 0.01% 91 0 0.0% Q2 2026 Jul 15, 2026
Chicago Partners Investment Group LLC History No change 201,353 4,341 0.09% 0.09% 92 0 0.0% Q2 2026 Jul 29, 2026
Beacon Pointe Advisors, LLC History No change 196,779 4,289 0.02% 0.02% 93 0 0.0% Q2 2026 Aug 18, 2026
Rossmore Private Capital History No change 194,579 4,241 0.34% 0.34% 94 0 0.0% Q2 2026 Jul 31, 2026
PRECEDENT WEALTH PARTNERS, LLC History No change 194,222 4,234 0.7% 0.7% 95 0 0.0% Q2 2026 Jul 21, 2026
Beaumont Asset Management, L.L.C. History No change 191,235 4,168 1.62% 1.62% 96 0 0.0% Q2 2026 Jul 22, 2026
FourThought Financial Partners, LLC History No change 185,482 4,043 0.31% 0.31% 97 0 0.0% Q2 2026 Aug 12, 2026
HAMEL ASSOCIATES, INC. History No change 185,294 4,039 1.11% 1.11% 98 0 0.0% Q2 2026 Jul 27, 2026
Gotham Asset Management, LLC History No change 180,543 3,935 0.01% 0.01% 99 0 0.0% Q2 2026 Aug 14, 2026
ROMANO BROTHERS AND COMPANY History No change 180,142 3,927 0.39% 0.39% 100 0 0.0% Q2 2026 Jul 21, 2026
OSAIC HOLDINGS, INC. History No change 179,334 3,909 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 14, 2026
FULTON BREAKEFIELD BROENNIMAN LLC History No change 177,115 3,861 0.23% 0.23% 102 0 0.0% Q2 2026 Aug 03, 2026
JONES FINANCIAL COMPANIES LLLP History No change 176,186 3,844 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
Penobscot Investment Management Company, Inc. History No change 176,047 3,837 0.26% 0.26% 104 0 0.0% Q2 2026 Jul 24, 2026
JANE STREET GROUP, LLC History No change 175,422 3,824 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 14, 2026
MCF Advisors LLC History No change 175,014 3,815 0.14% 0.14% 106 0 0.0% Q2 2026 Aug 12, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History No change 173,151 3,774 0.05% 0.05% 107 0 0.0% Q2 2026 Jul 15, 2026
ADIRONDACK TRUST CO History No change 173,088 3,771 1.12% 1.12% 108 0 0.0% Q2 2026 Jul 16, 2026
BEESE FULMER INVESTMENT MANAGEMENT, INC. History No change 165,185 3,601 0.21% 0.21% 109 0 0.0% Q2 2026 Jul 29, 2026
Valmark Advisers, Inc. History No change 156,449 3,410 0.04% 0.04% 110 0 0.0% Q2 2026 Aug 06, 2026
Hills Bank & Trust Co History No change 154,851 3,375 0.14% 0.14% 111 0 0.0% Q2 2026 Aug 10, 2026
Stonebrook Private Inc. History No change 153,239 3,340 0.61% 0.61% 112 0 0.0% Q2 2026 Aug 14, 2026
Commonwealth Financial Services, LLC History No change 144,242 3,144 0.42% 0.42% 113 0 0.0% Q2 2026 Jul 15, 2026
10Elms LLP History No change 143,793 3,134 1.33% 1.33% 114 0 0.0% Q2 2026 Aug 14, 2026
Laurel Wealth Advisors LLC History No change 136,250 2,970 0.29% 0.29% 115 0 0.0% Q2 2026 Jul 17, 2026
KINTRA WEALTH, LLC History No change 136,150 2,948 0.15% 0.15% 116 0 0.0% Q2 2026 Aug 14, 2026
Arcataur Capital Management LLC History No change 135,168 2,946 0.73% 0.73% 117 0 0.0% Q2 2026 Jul 23, 2026
LifePlan Financial, LLC History No change 132,284 2,883 2.02% 2.02% 118 0 0.0% Q2 2026 Jul 21, 2026
Merit Financial Group, LLC History No change 129,486 2,822 0.02% 0.02% 119 0 0.0% Q2 2026 Jul 20, 2026
Twin Cities Retirement Group LLC History No change 126,316 2,753 2.36% 2.36% 120 0 0.0% Q2 2026 Jul 07, 2026
ASSOCIATED BANC-CORP History No change 121,000 2,637 0.06% 0.06% 121 0 0.0% Q2 2026 Jul 31, 2026
Sowell Financial Services LLC History No change 119,616 2,607 0.09% 0.09% 122 0 0.0% Q2 2026 Jul 17, 2026
CABOT WEALTH MANAGEMENT INC History No change 119,446 2,603 0.27% 0.27% 123 0 0.0% Q2 2026 Jul 31, 2026
AssuredPartners Investment Advisors, LLC History No change 117,420 2,559 0.25% 0.25% 124 0 0.0% Q2 2026 Aug 10, 2026
Roble, Belko & Company, Inc History No change 113,743 2,480 0.27% 0.27% 125 0 0.0% Q2 2026 Jul 24, 2026
Modern Wealth Management, LLC History No change 112,734 2,457 0.03% 0.03% 126 0 0.0% Q2 2026 Aug 13, 2026
Segment Wealth Management, LLC History No change 112,335 2,448 0.13% 0.13% 127 0 0.0% Q2 2026 Jul 16, 2026
INSTRUMENTAL WEALTH, LLC History No change 108,765 2,371 1.2% 1.2% 128 0 0.0% Q2 2026 Jul 16, 2026
Keeler Thomas Management LLC History No change 105,883 2,308 0.82% 0.82% 129 0 0.0% Q2 2026 Jul 29, 2026
Meiji Yasuda Life Insurance Co History No change 105,000 2,289 0.08% 0.08% 130 0 0.0% Q2 2026 Aug 13, 2026
Meridian Wealth Management, LLC History No change 102,957 2,244 0.07% 0.07% 131 0 0.0% Q2 2026 Aug 05, 2026
Godshalk Welsh Capital Management, Inc. History No change 101,850 2,220 1.2% 1.2% 132 0 0.0% Q2 2026 Aug 14, 2026
Composition Wealth, LLC History No change 101,043 2,202 0.03% 0.03% 133 0 0.0% Q2 2026 Jul 22, 2026
LFA - Lugano Financial Advisors SA History No change 96,993 2,114 1.27% 1.27% 134 0 0.0% Q2 2026 Jul 28, 2026
Wealthstar Advisors, LLC History No change 95,023 2,071 0.6% 0.6% 135 0 0.0% Q2 2026 Jul 30, 2026
Cornell Pochily Investment Advisors, Inc. History No change 88,278 1,924 0.52% 0.52% 136 0 0.0% Q2 2026 Jul 15, 2026
Resonant Capital Advisors, LLC History No change 87,893 1,916 0.09% 0.09% 137 0 0.0% Q2 2026 Jul 24, 2026
SONATA CAPITAL GROUP INC History No change 86,577 1,887 0.61% 0.61% 138 0 0.0% Q2 2026 Jul 24, 2026
Breachway Investments LLC History No change 86,205 1,879 2.83% 2.83% 139 0 0.0% Q2 2026 Jul 13, 2026
MEITAV INVESTMENT HOUSE LTD History No change 81,888 1,783 0.01% 0.01% 140 0 0.0% Q2 2026 Jul 20, 2026
Cherry Tree Wealth Management, LLC History No change 81,593 1,778 0.33% 0.33% 141 0 0.0% Q2 2026 Sep 15, 2026
HARBOR ADVISORY CORP /MA/ History No change 81,509 1,776 0.48% 0.48% 142 0 0.0% Q2 2026 Aug 13, 2026
WRAPMANAGER INC History No change 81,177 1,769 0.55% 0.55% 143 0 0.0% Q2 2026 Aug 05, 2026
BEACON FINANCIAL GROUP History No change 75,967 1,656 0.15% 0.15% 144 0 0.0% Q2 2026 Jul 16, 2026
COLDSTREAM CAPITAL MANAGEMENT INC History No change 75,517 1,646 0.02% 0.02% 145 0 0.0% Q2 2026 Aug 13, 2026
Crews Bank & Trust History No change 75,205 1,639 0.21% 0.21% 146 0 0.0% Q2 2026 Jul 16, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 74,273 1,619 0.11% 0.11% 147 0 0.0% Q2 2026 Jul 07, 2026
CITADEL ADVISORS LLC History No change 69,577 1,516 0.0% 0.0% 148 0 0.0% Q2 2026 Sep 02, 2026
Chesley Taft & Associates LLC History No change 69,000 1,504 0.06% 0.06% 149 0 0.0% Q2 2026 Jul 08, 2026
Bullock Wealth Management Group History No change 69,266 1,502 0.65% 0.65% 150 0 0.0% Q2 2026 Aug 19, 2026
Sightline Wealth Advisors, LLC History No change 68,376 1,490 0.55% 0.55% 151 0 0.0% Q2 2026 Jul 22, 2026
OFS Enterprise LLC History No change 65,985 1,438 0.37% 0.37% 152 0 0.0% Q2 2026 Jul 08, 2026
NovaPoint Capital, LLC History No change 63,431 1,382 0.29% 0.29% 153 0 0.0% Q2 2026 Aug 06, 2026
FIFTH THIRD BANCORP History No change 62,044 1,352 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 05, 2026
Paradigm, Strategies in Wealth Management, LLC History No change 61,323 1,336 0.81% 0.81% 155 0 0.0% Q2 2026 Jul 21, 2026
DRIVE WEALTH MANAGEMENT, LLC History No change 60,425 1,317 0.23% 0.23% 156 0 0.0% Q2 2026 Jul 21, 2026
Montecito Bank & Trust History Added to 59,289 1,253 0.19% 0.19% 157 +1,645 2.85% Q3 2026 Oct 01, 2026
Jacobi Capital Management LLC History No change 57,447 1,252 0.06% 0.06% 158 0 0.0% Q2 2026 Jul 31, 2026
OLD MISSION CAPITAL LLC History No change 54,513 1,188 0.02% 0.02% 159 0 0.0% Q2 2026 Aug 14, 2026
Great Diamond Partners, LLC History No change 54,421 1,186 0.2% 0.2% 160 0 0.0% Q2 2026 Jul 17, 2026
SAX WEALTH ADVISORS, LLC History No change 54,134 1,185 0.05% 0.05% 161 0 0.0% Q2 2026 Jul 09, 2026
Bank of New Hampshire History No change 53,430 1,164 0.24% 0.24% 162 0 0.0% Q2 2026 Jul 14, 2026
McGlone Suttner Wealth Management, Inc. History No change 53,342 1,162 0.14% 0.14% 163 0 0.0% Q2 2026 Jul 21, 2026
SUMMITRY LLC History No change 53,125 1,158 0.04% 0.04% 164 0 0.0% Q2 2026 Jul 21, 2026
Jefferson Bridge Capital, LLC History No change 52,077 1,135 0.98% 0.98% 165 0 0.0% Q2 2026 Jul 21, 2026
COWA, LLC History No change 51,540 1,123 0.28% 0.28% 166 0 0.0% Q2 2026 Aug 05, 2026
First Fiduciary Investment Counsel, Inc. History No change 51,463 1,122 0.21% 0.21% 167 0 0.0% Q2 2026 Jul 27, 2026
OPPENHEIMER & CO INC History No change 51,167 1,115 0.01% 0.01% 168 0 0.0% Q2 2026 Aug 03, 2026
Archford Capital Strategies, LLC History No change 50,947 1,110 0.11% 0.11% 169 0 0.0% Q2 2026 Jul 17, 2026
Farmers National Bank History No change 49,768 1,084 0.23% 0.23% 170 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History No change 49,758 1,084 0.01% 0.01% 171 0 0.0% Q2 2026 Jul 17, 2026
LEAVELL INVESTMENT MANAGEMENT, INC. History No change 49,509 1,079 0.04% 0.04% 172 0 0.0% Q2 2026 Jul 21, 2026
Madden Advisory Services, Inc. History No change 47,438 1,034 0.37% 0.37% 173 0 0.0% Q2 2026 Aug 04, 2026
Gilbert & Cook, Inc. History No change 44,817 977 0.11% 0.11% 174 0 0.0% Q2 2026 Jul 28, 2026
REGIONS FINANCIAL CORP History No change 43,291 943 0.01% 0.01% 175 0 0.0% Q2 2026 Aug 10, 2026
Belpointe Asset Management LLC History No change 43,293 943 0.03% 0.03% 176 0 0.0% Q2 2026 Jul 31, 2026
Integrated Wealth Concepts LLC History No change 43,045 938 0.01% 0.01% 177 0 0.0% Q2 2026 Sep 08, 2026
LITTLE HOUSE CAPITAL LLC History No change 42,798 932 0.21% 0.21% 178 0 0.0% Q2 2026 Aug 07, 2026
Foundry Financial Group, Inc. History No change 42,540 927 0.4% 0.4% 179 0 0.0% Q2 2026 Jul 22, 2026
MONECO ADVISORS, LLC History No change 42,462 925 0.06% 0.06% 180 0 0.0% Q2 2026 Aug 11, 2026
Gryphon Financial Partners LLC History No change 42,108 917 0.08% 0.08% 181 0 0.0% Q2 2026 Aug 05, 2026
REDW Wealth LLC History No change 42,045 916 0.33% 0.33% 182 0 0.0% Q2 2026 Jul 30, 2026
Conrad Siegel Investment Advisors, Inc. History No change 40,689 887 0.14% 0.14% 183 0 0.0% Q2 2026 Jul 17, 2026
Foundation Wealth Management, LLC History No change 40,341 879 0.52% 0.52% 184 0 0.0% Q2 2026 Jul 30, 2026
Equitable Holdings, Inc. History No change 40,210 876 0.01% 0.01% 185 0 0.0% Q2 2026 Aug 17, 2026
Granite Harbor Advisors, Inc. History No change 39,742 866 0.34% 0.34% 186 0 0.0% Q2 2026 Jul 31, 2026
Creative Planning History No change 39,530 861 0.0% 0.0% 187 0 0.0% Q2 2026 Aug 13, 2026
NESTEGG ADVISORS, INC. History No change 38,099 830 0.59% 0.59% 188 0 0.0% Q2 2026 Jul 14, 2026
Reliant Wealth Planning History No change 37,677 821 0.23% 0.23% 189 0 0.0% Q2 2026 Aug 07, 2026
DUNCKER STREETT & CO INC History No change 37,632 820 0.14% 0.14% 190 0 0.0% Q2 2026 Jul 28, 2026
Clearstead Advisors, LLC History No change 36,319 791 0.01% 0.01% 191 0 0.0% Q2 2026 Aug 06, 2026
BLUE SQUARE ASSET MANAGEMENT, LLC History No change 36,089 786 0.32% 0.32% 192 0 0.0% Q2 2026 Jul 14, 2026
FIRST INTERSTATE BANK History No change 36,029 785 0.04% 0.04% 193 0 0.0% Q2 2026 Jul 24, 2026
Heartland Bank & Trust Co History No change 35,636 776 0.16% 0.16% 194 0 0.0% Q2 2026 Aug 11, 2026
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC History No change 34,859 759 0.1% 0.1% 195 0 0.0% Q2 2026 Jul 31, 2026
Bank of New York Mellon Corp History No change 34,028 741 0.0% 0.0% 196 0 0.0% Q2 2026 Aug 06, 2026
TFR Capital, LLC. History No change 33,610 732 0.21% 0.21% 197 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 33,135 722 0.0% 0.0% 198 0 0.0% Q2 2026 Aug 12, 2026
Newman Dignan & Sheerar, Inc. History No change 32,879 716 0.14% 0.14% 199 0 0.0% Q2 2026 Jul 14, 2026
DecisionMap Wealth Management, LLC History No change 32,138 700 0.39% 0.39% 200 0 0.0% Q2 2026 Jul 21, 2026
Quadrature Capital Ltd History No change 31,997 697 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 06, 2026
Aspen Wealth Management LLC History No change 31,969 696 0.12% 0.12% 202 0 0.0% Q2 2026 Jul 31, 2026
Brookstone Capital Management History No change 31,577 688 0.01% 0.01% 203 0 0.0% Q2 2026 Jul 15, 2026
TABLEAUX LLC History No change 30,234 659 0.28% 0.28% 204 0 0.0% Q2 2026 Aug 07, 2026
Gradient Capital Advisors, LLC History No change 29,999 653 0.15% 0.15% 205 0 0.0% Q2 2026 Jul 13, 2026
Gilbert Capital Group, Inc. History No change 29,873 651 0.46% 0.46% 206 0 0.0% Q2 2026 Jul 13, 2026
Redwood Financial Network Corp History No change 29,342 639 0.35% 0.35% 207 0 0.0% Q2 2026 Aug 07, 2026
Stokes Family Office, LLC History No change 29,250 637 0.07% 0.07% 208 0 0.0% Q2 2026 Aug 11, 2026
XML Financial, LLC History No change 29,160 635 0.05% 0.05% 209 0 0.0% Q2 2026 Jul 24, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 28,692 626 0.0% 0.0% 210 0 0.0% Q2 2026 Aug 14, 2026
DEARBORN PARTNERS LLC History No change 28,496 623 0.03% 0.03% 211 0 0.0% Q2 2026 Aug 13, 2026
Freestone Capital Holdings, LLC History No change 28,409 619 0.02% 0.02% 212 0 0.0% Q2 2026 Jul 31, 2026
Advisory Services Network, LLC History No change 27,609 601 0.01% 0.01% 213 0 0.0% Q2 2026 Aug 12, 2026
Global Retirement Partners, LLC History No change 26,971 587 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 06, 2026
Princeton Global Asset Management LLC History No change 26,240 572 0.08% 0.08% 215 0 0.0% Q2 2026 Jul 16, 2026
Dorsey & Whitney Trust CO LLC History No change 26,000 566 0.03% 0.03% 216 0 0.0% Q2 2026 Aug 14, 2026
Van Hulzen Asset Management, LLC History No change 25,541 556 0.04% 0.04% 217 0 0.0% Q2 2026 Aug 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 25,402 553 0.01% 0.01% 218 0 0.0% Q2 2026 Jul 28, 2026
Hyposwiss Advisors SA History No change 24,000 523 0.5% 0.5% 219 0 0.0% Q2 2026 Jul 21, 2026
GREAT VALLEY ADVISOR GROUP, INC. History No change 23,917 521 0.01% 0.01% 220 0 0.0% Q2 2026 Aug 10, 2026
Ellis Investment Partners, LLC History No change 23,751 517 0.08% 0.08% 221 0 0.0% Q2 2026 Aug 05, 2026
MidFirst Bank History No change 23,298 507 0.04% 0.04% 222 0 0.0% Q2 2026 Aug 07, 2026
Private Advisor Group, LLC History No change 23,203 505 0.0% 0.0% 223 0 0.0% Q2 2026 Jul 27, 2026
MML INVESTORS SERVICES, LLC History No change 22,877 498 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 07, 2026
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC History No change 22,637 493 0.02% 0.02% 225 0 0.0% Q2 2026 Aug 10, 2026
Baird Financial Group, Inc. History No change 22,451 489 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 12, 2026
CGN Advisors LLC History No change 22,383 487 0.04% 0.04% 227 0 0.0% Q2 2026 Jul 06, 2026
FIDUCIARY FINANCIAL ADVISORS History No change 21,667 472 0.05% 0.05% 228 0 0.0% Q2 2026 Aug 13, 2026
Arkadios Wealth Advisors History No change 21,464 467 0.01% 0.01% 229 0 0.0% Q2 2026 Aug 10, 2026
Neuberger Berman Group LLC History No change 21,346 465 0.0% 0.0% 230 0 0.0% Q2 2026 Aug 13, 2026
Community Financial Services Group, LLC History No change 20,635 447 0.07% 0.07% 231 0 0.0% Q2 2026 Jul 09, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 20,279 442 0.01% 0.01% 232 0 0.0% Q2 2026 Jul 17, 2026
Alliance Wealth Advisors, LLC /UT History No change 20,280 442 0.08% 0.08% 233 0 0.0% Q2 2026 Jul 23, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History No change 20,287 442 0.03% 0.03% 234 0 0.0% Q2 2026 Aug 05, 2026
BARRETT & COMPANY, INC. History No change 20,106 438 0.12% 0.12% 235 0 0.0% Q2 2026 Jul 24, 2026
ADG Wealth Management Group, LLC History No change 20,000 436 0.28% 0.28% 236 0 0.0% Q2 2026 Jul 27, 2026
Prosperity Planning, Inc. History No change 19,751 430 0.1% 0.1% 237 0 0.0% Q2 2026 Jul 10, 2026
Clearstead Trust, LLC History No change 19,563 426 0.06% 0.06% 238 0 0.0% Q2 2026 Aug 06, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 19,154 417 0.0% 0.0% 239 0 0.0% Q2 2026 Aug 07, 2026
SIMON QUICK ADVISORS, LLC History No change 18,920 412 0.02% 0.02% 240 0 0.0% Q2 2026 Jul 28, 2026
Kesler, Norman & Wride, LLC History No change 18,821 410 0.06% 0.06% 241 0 0.0% Q2 2026 Jul 23, 2026
ProVise Management Group, LLC History No change 18,784 409 0.03% 0.03% 242 0 0.0% Q2 2026 Aug 03, 2026
NAPLES GLOBAL ADVISORS, LLC History No change 18,795 409 0.03% 0.03% 243 0 0.0% Q2 2026 Jul 23, 2026
TRUIST FINANCIAL CORP History No change 18,368 400 0.0% 0.0% 244 0 0.0% Q2 2026 Jul 28, 2026
Advance Capital Management, Inc. History No change 18,103 394 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 12, 2026
Moors & Cabot, Inc. History No change 17,786 387 0.02% 0.02% 246 0 0.0% Q2 2026 Aug 10, 2026
Mutual Advisors, LLC History No change 17,594 383 0.01% 0.01% 247 0 0.0% Q2 2026 Aug 14, 2026
American Trust History No change 17,291 376 0.03% 0.03% 248 0 0.0% Q2 2026 Aug 14, 2026
Quartz Partners, LLC History No change 17,028 371 0.12% 0.12% 249 0 0.0% Q2 2026 Aug 10, 2026
Yoder Wealth Management, Inc. History No change 16,900 368 0.14% 0.14% 250 0 0.0% Q2 2026 Jul 22, 2026
Forvis Mazars Wealth Advisors, LLC History No change 16,493 359 0.01% 0.01% 251 0 0.0% Q2 2026 Aug 10, 2026
Summit Trail Advisors, LLC History No change 16,350 356 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 11, 2026
XY Planning Network, Inc. History No change 16,357 356 0.04% 0.04% 253 0 0.0% Q2 2026 Jul 14, 2026
Straight Path Wealth Management History No change 15,944 347 0.08% 0.08% 254 0 0.0% Q2 2026 Jul 27, 2026
4J Wealth Management LLC History No change 15,888 346 0.17% 0.17% 255 0 0.0% Q2 2026 Jul 21, 2026
Koshinski Asset Management, Inc. History No change 15,852 345 0.02% 0.02% 256 0 0.0% Q2 2026 Jul 27, 2026
Accretive Wealth Partners, LLC History No change 15,828 345 0.08% 0.08% 257 0 0.0% Q2 2026 Jul 29, 2026
VALLEY WEALTH MANAGERS, INC. History No change 15,742 343 0.02% 0.02% 258 0 0.0% Q2 2026 Aug 04, 2026
FOCUSED ALPHA, LLC History No change 15,684 341 0.09% 0.09% 259 0 0.0% Q2 2026 Aug 07, 2026
1900 WEALTH MANAGEMENT LLC History No change 15,609 340 0.02% 0.02% 260 0 0.0% Q2 2026 Aug 04, 2026
Element Wealth, LLC History No change 15,475 337 0.13% 0.13% 261 0 0.0% Q2 2026 Aug 14, 2026
ROBINSON SMITH WEALTH ADVISORS LLC History No change 15,227 331 0.2% 0.2% 262 0 0.0% Q2 2026 Jul 29, 2026
GOLDMAN SACHS GROUP INC History No change 15,108 329 0.0% 0.0% 263 0 0.0% Q2 2026 Aug 14, 2026
Avidian Wealth Enterprises, LLC History No change 15,127 329 0.01% 0.01% 264 0 0.0% Q2 2026 Jul 24, 2026
Advisor OS, LLC History No change 15,134 329 0.02% 0.02% 265 0 0.0% Q2 2026 Aug 05, 2026
MIDLAND WEALTH ADVISORS, LLC History No change 15,043 327 0.02% 0.02% 266 0 0.0% Q2 2026 Jul 24, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 14,720 320 0.05% 0.05% 267 0 0.0% Q2 2026 Jul 29, 2026
Johnson Bixby & Associates, LLC History No change 14,695 320 0.04% 0.04% 268 0 0.0% Q2 2026 Jul 16, 2026
Cyr Financial Inc. History No change 14,578 317 0.17% 0.17% 269 0 0.0% Q2 2026 Jul 20, 2026
TD Waterhouse Canada Inc. History No change 14,419 312 0.0% 0.0% 270 0 0.0% Q2 2026 Jul 27, 2026
THOROUGHBRED FINANCIAL SERVICES, LLC History No change 13,708 298 0.01% 0.01% 271 0 0.0% Q2 2026 Aug 11, 2026
SIGNATUREFD, LLC History No change 13,403 292 0.0% 0.0% 272 0 0.0% Q2 2026 Jul 23, 2026
NWAM LLC History No change 13,053 284 0.01% 0.01% 273 0 0.0% Q2 2026 Jul 23, 2026
Robertson Stephens Wealth Management, LLC History No change 12,853 280 0.01% 0.01% 274 0 0.0% Q2 2026 Jul 29, 2026
Hurley Capital, LLC History No change 12,656 275 0.14% 0.14% 275 0 0.0% Q2 2026 Aug 10, 2026
Diversify Advisory Services, LLC History No change 12,409 268 0.0% 0.0% 276 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 12,409 268 0.0% 0.0% 277 0 0.0% Q2 2026 Jul 29, 2026
Autumn Glory Partners, LLC History No change 12,197 265 0.08% 0.08% 278 0 0.0% Q2 2026 Aug 03, 2026
Betterment LLC History No change 11,754 256 0.0% 0.0% 279 0 0.0% Q2 2026 Aug 14, 2026
Cerity Partners LLC History No change 11,679 254 0.0% 0.0% 280 0 0.0% Q2 2026 Aug 14, 2026
Berkshire Money Management, Inc. History No change 11,520 251 0.02% 0.02% 281 0 0.0% Q2 2026 Jul 23, 2026
RIVER'S EDGE WEALTH MANAGEMENT, LLC History No change 11,538 250 0.22% 0.22% 282 0 0.0% Q2 2026 Jul 16, 2026
Sarver Vrooman Wealth Advisors History Reduced 11,737 248 0.15% 0.15% 283 -177 -1.49% Q3 2026 Oct 01, 2026
IFG Advisory, LLC History No change 11,307 246 0.01% 0.01% 284 0 0.0% Q2 2026 Aug 13, 2026
SPRENG CAPITAL MANAGEMENT, INC. History No change 11,243 245 0.09% 0.09% 285 0 0.0% Q2 2026 Jul 15, 2026
Vise Technologies, Inc. History No change 11,221 244 0.0% 0.0% 286 0 0.0% Q2 2026 Aug 10, 2026
Apollon Wealth Management, LLC History No change 11,035 240 0.0% 0.0% 287 0 0.0% Q2 2026 Jul 22, 2026
BEACON FINANCIAL PLANNING, INC History No change 10,705 233 0.08% 0.08% 288 0 0.0% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History No change 10,622 231 0.0% 0.0% 289 0 0.0% Q2 2026 Aug 27, 2026
Aprio Wealth Management, LLC History No change 10,486 228 0.01% 0.01% 290 0 0.0% Q2 2026 Jul 24, 2026
Koesten, Hirschmann & Crabtree, INC. History No change 10,385 226 0.09% 0.09% 291 0 0.0% Q2 2026 Jul 20, 2026
Sterling Investment Advisors, Ltd. History No change 10,235 223 0.04% 0.04% 292 0 0.0% Q2 2026 Jul 28, 2026
Csenge Advisory Group History No change 9,885 215 0.01% 0.01% 293 0 0.0% Q2 2026 Aug 10, 2026
BARCLAYS PLC History No change 9,789 213 0.0% 0.0% 294 0 0.0% Q2 2026 Aug 14, 2026
Summit Wealth Partners, LLC History No change 9,803 213 0.03% 0.03% 295 0 0.0% Q2 2026 Aug 03, 2026
Wealthcare Advisory Partners LLC History No change 9,732 212 0.0% 0.0% 296 0 0.0% Q2 2026 Jul 09, 2026
Bogart Wealth, LLC History No change 9,732 212 0.01% 0.01% 297 0 0.0% Q2 2026 Jul 24, 2026
SCOTIA CAPITAL INC. History No change 9,500 207 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 9,436 205 0.0% 0.0% 299 0 0.0% Q2 2026 Aug 13, 2026
Syntegra Private Wealth Group, LLC History No change 9,423 205 0.02% 0.02% 300 0 0.0% Q2 2026 Jul 15, 2026
Addison Advisors LLC History No change 9,370 204 0.1% 0.1% 301 0 0.0% Q2 2026 Aug 10, 2026
Plancorp, LLC History No change 9,294 200 0.0% 0.0% 302 0 0.0% Q2 2026 Jul 14, 2026
CHOREO, LLC History No change 9,220 200 0.0% 0.0% 303 0 0.0% Q2 2026 Aug 04, 2026
Robbins Farley History No change 9,150 199 0.08% 0.08% 304 0 0.0% Q2 2026 Jul 22, 2026
Ashton Thomas Private Wealth, LLC History No change 8,945 195 0.0% 0.0% 305 0 0.0% Q2 2026 Jul 29, 2026
GAMMA Investing LLC History No change 8,866 193 0.01% 0.01% 306 0 0.0% Q2 2026 Jul 07, 2026
Provenance Wealth Advisors, LLC History No change 8,148 177 0.02% 0.02% 307 0 0.0% Q2 2026 Jul 24, 2026
Bradley & Co. Private Wealth Management, LLC History No change 7,956 173 0.08% 0.08% 308 0 0.0% Q2 2026 Aug 10, 2026
Physician Wealth Advisors, Inc. History No change 7,787 169 0.02% 0.02% 309 0 0.0% Q2 2026 Jul 20, 2026
Trust Co History No change 7,659 166 0.01% 0.01% 310 0 0.0% Q2 2026 Jul 10, 2026
JPMORGAN CHASE & CO History No change 7,177 156 0.0% 0.0% 311 0 0.0% Q2 2026 Aug 12, 2026
HARBOUR INVESTMENTS, INC. History No change 6,727 146 0.0% 0.0% 312 0 0.0% Q2 2026 Aug 12, 2026
Stone House Investment Management, LLC History No change 5,734 125 0.02% 0.02% 313 0 0.0% Q2 2026 Aug 05, 2026
NATIONAL BANK OF CANADA /FI/ History No change 5,313 115 0.0% 0.0% 314 0 0.0% Q2 2026 Aug 10, 2026
PITTENGER & ANDERSON INC History No change 4,780 104 0.0% 0.0% 315 0 0.0% Q2 2026 Jul 27, 2026
AE Wealth Management LLC History No change 4,718 102 0.0% 0.0% 316 0 0.0% Q2 2026 Aug 03, 2026
CVA Family Office, LLC History No change 4,565 99 0.01% 0.01% 317 0 0.0% Q2 2026 Aug 07, 2026
Ancora Advisors LLC History No change 4,104 89 0.0% 0.0% 318 0 0.0% Q2 2026 Aug 14, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 4,049 88 0.01% 0.01% 319 0 0.0% Q2 2026 Aug 03, 2026
NBH Bank History No change 3,927 85 0.04% 0.04% 320 0 0.0% Q2 2026 Aug 14, 2026
CNB Bank History No change 3,767 82 0.03% 0.03% 321 0 0.0% Q2 2026 Aug 06, 2026
BALLAST ADVISORS LLC History No change 3,759 81 0.02% 0.02% 322 0 0.0% Q2 2026 Aug 12, 2026
Truvestments Capital LLC History No change 3,634 79 0.01% 0.01% 323 0 0.0% Q2 2026 Aug 12, 2026
High Note Wealth, LLC History No change 3,610 78 0.01% 0.01% 324 0 0.0% Q2 2026 Jul 23, 2026
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV History No change 3,444 75 0.02% 0.02% 325 0 0.0% Q2 2026 Jul 24, 2026
Blue Trust, Inc. History No change 3,125 68 0.0% 0.0% 326 0 0.0% Q2 2026 Jul 21, 2026
JDM Financial Group LLC History No change 3,079 67 0.02% 0.02% 327 0 0.0% Q2 2026 Aug 17, 2026
Y.D. More Investments Ltd History No change 2,560 55 0.0% 0.0% 328 0 0.0% Q2 2026 Aug 05, 2026
Wilmington Savings Fund Society, FSB History No change 2,500 54 0.0% 0.0% 329 0 0.0% Q2 2026 Jul 28, 2026
IMA Advisory Services, Inc. History No change 2,500 54 0.0% 0.0% 330 0 0.0% Q2 2026 Aug 10, 2026
TRUST CO OF VERMONT History No change 2,326 50 0.0% 0.0% 331 0 0.0% Q2 2026 Aug 07, 2026
United Community Bank History No change 2,220 48 0.01% 0.01% 332 0 0.0% Q2 2026 Aug 13, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC History No change 2,000 43 0.0% 0.0% 333 0 0.0% Q2 2026 Jul 24, 2026
FMR LLC History No change 1,829 39 0.0% 0.0% 334 0 0.0% Q2 2026 Aug 13, 2026
Rossby Financial, LCC History No change 1,788 38 0.01% 0.01% 335 0 0.0% Q2 2026 Aug 04, 2026
EASTERN BANK History No change 1,550 33 0.0% 0.0% 336 0 0.0% Q2 2026 Jul 01, 2026
Fairway Wealth LLC History No change 1,370 29 0.01% 0.01% 337 0 0.0% Q2 2026 Jul 24, 2026
PRIVATE TRUST CO NA History No change 1,304 28 0.0% 0.0% 338 0 0.0% Q2 2026 Jul 28, 2026
Coastline Trust Co History No change 1,316 27 0.0% 0.0% 339 0 0.0% Q3 2026 Oct 01, 2026
Capital Analysts, LLC History No change 1,250 27 0.0% 0.0% 340 0 0.0% Q2 2026 Aug 05, 2026
AdvisorNet Financial, Inc History No change 950 20 0.0% 0.0% 341 0 0.0% Q2 2026 Jul 23, 2026
Venturi Wealth Management, LLC History No change 765 16 0.0% 0.0% 342 0 0.0% Q2 2026 Jul 20, 2026
BANK OF MONTREAL /CAN/ History No change 672 14 0.0% 0.0% 343 0 0.0% Q2 2026 Aug 12, 2026
Key FInancial Inc History No change 590 12 0.0% 0.0% 344 0 0.0% Q2 2026 Jul 24, 2026
VANGUARD ADVISERS INC History No change 523 11 0.0% 0.0% 345 0 0.0% Q2 2026 Aug 13, 2026
MCGUIRE CAPITAL ADVISORS INC History No change 440 9 0.0% 0.0% 346 0 0.0% Q2 2026 Aug 14, 2026
First PREMIER Bank History No change 351 8 0.0% 0.0% 347 0 0.0% Q2 2026 Jul 15, 2026
AlphaCore Capital LLC History No change 355 7 0.0% 0.0% 348 0 0.0% Q2 2026 Aug 06, 2026
Tower Research Capital LLC (TRC) History No change 311 6 0.0% 0.0% 349 0 0.0% Q2 2026 Aug 11, 2026
Aventura Private Wealth, LLC History No change 58 1 0.0% 0.0% 350 0 0.0% Q2 2026 Jul 15, 2026
Banque Cantonale Vaudoise History No change 17,251 0 — — — 0 0.0% Q2 2026 Jul 31, 2026