iSHARES TRUST - IBDV
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.
Details.
Showing first 300 of
351 rows for faster page load.
Load all rows.
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 |