iSHARES TRUST - IBDW
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.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Aptus Capital Advisors, LLC | History | No change | 7,526,023 | 156,842 | 1.07% | 1.07% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 5,468,188 | 113,957 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 4,872,246 | 101,537 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 4,032,502 | 84,037 | 1.11% | 1.11% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 3,493,863 | 72,812 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 3,366,208 | 70,151 | 1.03% | 1.03% | 6 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Venture Visionary Partners LLC | History | No change | 3,118,072 | 64,980 | 1.81% | 1.81% | 7 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 3,053,931 | 63,643 | 0.06% | 0.06% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,330,862 | 48,575 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sarver Vrooman Wealth Advisors | History | Added to | 2,265,413 | 45,444 | 26.73% | 27.48% | 10 | +44,914 | 2.02% | Q3 2026 | Oct 01, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,056,315 | 42,854 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,974,964 | 41,158 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,899,841 | 39,592 | 1.93% | 1.93% | 13 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,890,508 | 39,398 | 0.05% | 0.05% | 14 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Advisors Capital Management, LLC | History | No change | 1,859,275 | 38,747 | 0.41% | 0.41% | 15 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Klingman & Associates, LLC | History | No change | 1,766,564 | 36,815 | 1.57% | 1.57% | 16 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUMMITRY LLC | History | No change | 1,659,714 | 34,588 | 1.14% | 1.14% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,536,466 | 32,019 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 1,399,981 | 29,175 | 0.32% | 0.32% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 1,323,935 | 27,590 | 1.71% | 1.71% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,210,400 | 25,224 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 1,127,880 | 23,505 | 1.28% | 1.28% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 919,403 | 19,160 | 1.7% | 1.7% | 23 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | No change | 892,375 | 18,597 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 868,068 | 18,090 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 814,335 | 16,970 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 802,813 | 16,730 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARROW FINANCIAL CORP | History | No change | 741,952 | 15,462 | 1.38% | 1.38% | 28 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | No change | 724,949 | 15,107 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 684,857 | 14,272 | 0.51% | 0.51% | 30 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Ironwood Financial, llc | History | No change | 660,559 | 13,620 | 2.13% | 2.13% | 31 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 643,295 | 13,406 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Envision Financial Planning, LLC | History | No change | 641,798 | 13,375 | 4.35% | 4.35% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 603,204 | 12,570 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mariner, LLC | History | No change | 583,372 | 12,157 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 578,995 | 12,066 | 5.23% | 5.23% | 36 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 578,338 | 12,053 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Probity Advisors, Inc. | History | No change | 573,243 | 11,946 | 1.71% | 1.71% | 38 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JANE STREET GROUP, LLC | History | No change | 532,424 | 11,095 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 520,124 | 10,839 | 0.37% | 0.37% | 40 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 508,581 | 10,598 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 486,711 | 10,143 | 1.17% | 1.17% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kestra Advisory Services, LLC | History | No change | 475,124 | 9,901 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 463,988 | 9,669 | 0.16% | 0.16% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Planning, LLC | History | No change | 458,296 | 9,550 | 2.21% | 2.21% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Windsor Capital Management, LLC | History | No change | 433,744 | 9,039 | 2.35% | 2.35% | 46 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| COWA, LLC | History | No change | 433,167 | 9,027 | 2.26% | 2.26% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 431,279 | 8,987 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guidance Point Advisors, LLC | History | No change | 431,138 | 8,985 | 1.9% | 1.9% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Glenview Trust Co | History | No change | 430,124 | 8,963 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Hills Bank & Trust Co | History | No change | 405,071 | 8,441 | 0.36% | 0.36% | 51 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 391,643 | 8,161 | 2.97% | 2.97% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Snowden Capital Advisors LLC | History | No change | 386,984 | 8,064 | 0.19% | 0.19% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 369,802 | 7,706 | 0.47% | 0.47% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 355,795 | 7,414 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Peloton Wealth Strategists | History | No change | 343,750 | 7,164 | 2.65% | 2.65% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 316,874 | 6,603 | 0.06% | 0.06% | 57 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 313,991 | 6,543 | 0.1% | 0.1% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 306,517 | 6,387 | 1.1% | 1.1% | 59 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| 4Thought Financial Group Inc. | History | No change | 301,622 | 6,285 | 2.95% | 2.95% | 60 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cheviot Value Management, LLC | History | No change | 298,110 | 6,212 | 0.63% | 0.63% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 295,165 | 6,151 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 277,060 | 5,773 | 1.31% | 1.31% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 276,416 | 5,760 | 2.24% | 2.24% | 64 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 268,177 | 5,588 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 267,705 | 5,578 | 0.16% | 0.16% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ADIRONDACK TRUST CO | History | No change | 259,253 | 5,402 | 1.61% | 1.61% | 67 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| VIRGINIA WEALTH MANAGEMENT GROUP, INC. | History | No change | 242,115 | 5,045 | 2.51% | 2.51% | 68 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sanctuary Advisors, LLC | History | No change | 235,560 | 4,909 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 231,504 | 4,824 | 0.09% | 0.09% | 70 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 222,319 | 4,633 | 2.29% | 2.29% | 71 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 210,919 | 4,338 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 207,018 | 4,314 | 2.37% | 2.37% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 203,531 | 4,241 | 0.71% | 0.71% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Apollon Wealth Management, LLC | History | No change | 201,721 | 4,203 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 193,491 | 4,032 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 192,734 | 4,016 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 186,267 | 3,881 | 1.38% | 1.38% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Clearstead Advisors, LLC | History | No change | 185,948 | 3,875 | 0.04% | 0.04% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 185,102 | 3,857 | 0.03% | 0.03% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossmore Private Capital | History | No change | 171,546 | 3,575 | 0.29% | 0.29% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 167,044 | 3,481 | 0.34% | 0.34% | 82 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 164,663 | 3,431 | 0.02% | 0.02% | 83 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Neuberger Berman Group LLC | History | No change | 163,040 | 3,397 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MCF Advisors LLC | History | No change | 155,130 | 3,232 | 0.12% | 0.12% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MEMBERS WEALTH LLC | History | No change | 150,935 | 3,145 | 1.72% | 1.72% | 86 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Valmark Advisers, Inc. | History | No change | 140,059 | 2,918 | 0.03% | 0.03% | 87 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Segment Wealth Management, LLC | History | No change | 139,435 | 2,905 | 0.15% | 0.15% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | No change | 137,046 | 2,856 | 0.05% | 0.05% | 89 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 134,439 | 2,801 | 0.17% | 0.17% | 90 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 132,320 | 2,736 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 129,141 | 2,691 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | No change | 125,871 | 2,623 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 124,636 | 2,602 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Marathon Mission, Inc. | History | Added to | 129,200 | 2,591 | 1.31% | 1.31% | 95 | +3,194 | 2.53% | Q3 2026 | Oct 01, 2026 |
| KINTRA WEALTH, LLC | History | No change | 125,217 | 2,588 | 0.14% | 0.14% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 122,246 | 2,547 | 0.03% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthstar Advisors, LLC | History | No change | 118,934 | 2,478 | 0.72% | 0.72% | 98 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 118,177 | 2,462 | 0.33% | 0.33% | 99 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stonebrook Private Inc. | History | No change | 117,475 | 2,448 | 0.45% | 0.45% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 116,752 | 2,433 | 0.67% | 0.67% | 101 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 115,815 | 2,412 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 111,633 | 2,326 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 10Elms LLP | History | No change | 111,263 | 2,318 | 0.98% | 0.98% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 108,227 | 2,255 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LifePlan Financial, LLC | History | No change | 107,249 | 2,235 | 1.57% | 1.57% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Archford Capital Strategies, LLC | History | No change | 106,653 | 2,222 | 0.23% | 0.23% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Roble, Belko & Company, Inc | History | No change | 104,751 | 2,183 | 0.24% | 0.24% | 108 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 101,934 | 2,124 | 0.12% | 0.12% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 101,818 | 2,121 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 100,092 | 2,085 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 97,590 | 2,033 | 0.2% | 0.2% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Chesley Taft & Associates LLC | History | No change | 97,400 | 2,029 | 0.08% | 0.08% | 113 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Belpointe Asset Management LLC | History | No change | 94,291 | 1,965 | 0.06% | 0.06% | 114 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 93,624 | 1,951 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Meridian Wealth Management, LLC | History | No change | 91,217 | 1,900 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 91,206 | 1,900 | 0.18% | 0.18% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FourThought Financial Partners, LLC | History | No change | 89,580 | 1,866 | 0.14% | 0.14% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 87,540 | 1,824 | 0.18% | 0.18% | 119 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WRAPMANAGER INC | History | No change | 84,395 | 1,758 | 0.55% | 0.55% | 120 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SPINNAKER TRUST | History | No change | 80,939 | 1,686 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 79,070 | 1,647 | 0.11% | 0.11% | 122 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 78,848 | 1,643 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 78,607 | 1,638 | 0.19% | 0.19% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| REDW Wealth LLC | History | No change | 72,386 | 1,508 | 0.54% | 0.54% | 125 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 71,316 | 1,486 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bullock Wealth Management Group | History | No change | 71,524 | 1,483 | 0.64% | 0.64% | 127 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 71,158 | 1,482 | 0.13% | 0.13% | 128 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 70,766 | 1,474 | 0.07% | 0.07% | 129 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Strid Group, LLC | History | No change | 69,836 | 1,455 | 0.16% | 0.16% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 69,473 | 1,447 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 68,538 | 1,428 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 68,550 | 1,428 | 0.77% | 0.77% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sowell Financial Services LLC | History | No change | 68,497 | 1,427 | 0.05% | 0.05% | 134 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Focus Partners Wealth | History | No change | 67,289 | 1,402 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NovaPoint Capital, LLC | History | No change | 66,724 | 1,390 | 0.29% | 0.29% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Creative Planning | History | No change | 66,270 | 1,381 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Camelot Portfolios, LLC | History | No change | 65,034 | 1,355 | 0.95% | 0.95% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 63,169 | 1,316 | 0.23% | 0.23% | 139 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Montecito Bank & Trust | History | Added to | 64,595 | 1,295 | 0.2% | 0.2% | 140 | +1,800 | 2.87% | Q3 2026 | Oct 01, 2026 |
| Bank of New Hampshire | History | No change | 61,420 | 1,279 | 0.27% | 0.27% | 141 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Breachway Investments LLC | History | No change | 61,265 | 1,276 | 1.92% | 1.92% | 142 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 60,512 | 1,261 | 0.31% | 0.31% | 143 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 60,290 | 1,256 | 0.08% | 0.08% | 144 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 57,443 | 1,197 | 0.73% | 0.73% | 145 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OPPENHEIMER & CO INC | History | No change | 56,904 | 1,185 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 54,512 | 1,136 | 0.21% | 0.21% | 147 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Merit Financial Group, LLC | History | No change | 54,256 | 1,130 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 53,698 | 1,119 | 0.21% | 0.21% | 149 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 51,976 | 1,083 | 0.05% | 0.05% | 150 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 49,815 | 1,038 | 0.41% | 0.41% | 151 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Jefferson Bridge Capital, LLC | History | No change | 47,210 | 983 | 0.85% | 0.85% | 152 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gilbert & Cook, Inc. | History | No change | 46,743 | 974 | 0.11% | 0.11% | 153 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 45,744 | 953 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farmers National Bank | History | No change | 45,709 | 952 | 0.2% | 0.2% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 44,660 | 930 | 0.21% | 0.21% | 156 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 44,367 | 924 | 0.25% | 0.25% | 157 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 42,343 | 882 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HM PAYSON & CO | History | No change | 41,419 | 863 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 40,801 | 850 | 0.2% | 0.2% | 160 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 40,662 | 847 | 0.27% | 0.27% | 161 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Great Diamond Partners, LLC | History | No change | 38,383 | 799 | 0.14% | 0.14% | 162 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Bank of New York Mellon Corp | History | No change | 37,144 | 774 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 36,852 | 767 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 36,336 | 757 | 0.08% | 0.08% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 34,097 | 710 | 0.3% | 0.3% | 166 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | History | No change | 33,186 | 691 | 0.09% | 0.09% | 167 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 32,706 | 681 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| InvesTrust | History | No change | 32,421 | 675 | 0.26% | 0.26% | 169 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Aspen Wealth Management LLC | History | No change | 32,055 | 668 | 0.11% | 0.11% | 170 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HARBOR ADVISORY CORP /MA/ | History | No change | 31,273 | 651 | 0.17% | 0.17% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Redwood Financial Network Corp | History | No change | 31,215 | 650 | 0.36% | 0.36% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 31,083 | 647 | 0.11% | 0.11% | 173 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 30,911 | 644 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Composition Wealth, LLC | History | No change | 30,363 | 632 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 30,078 | 626 | 0.35% | 0.35% | 176 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 29,714 | 619 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Stokes Family Office, LLC | History | No change | 29,480 | 614 | 0.07% | 0.07% | 178 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XML Financial, LLC | History | No change | 27,758 | 578 | 0.04% | 0.04% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 27,035 | 563 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Farther Finance Advisors, LLC | History | No change | 26,952 | 561 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Summit Wealth Partners, LLC | History | No change | 26,517 | 552 | 0.08% | 0.08% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 26,240 | 546 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 26,159 | 545 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Community Financial Services Group, LLC | History | No change | 25,258 | 523 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 25,000 | 521 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 24,510 | 512 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Twin Cities Retirement Group LLC | History | No change | 23,718 | 494 | 0.42% | 0.42% | 188 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 23,121 | 482 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 4J Wealth Management LLC | History | No change | 23,010 | 479 | 0.23% | 0.23% | 190 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Advisory Services Network, LLC | History | No change | 22,753 | 474 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ellis Investment Partners, LLC | History | No change | 22,575 | 470 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 22,222 | 463 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gryphon Financial Partners LLC | History | No change | 21,514 | 448 | 0.04% | 0.04% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| American Money Management, LLC | History | No change | 21,001 | 437 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Crews Bank & Trust | History | No change | 20,860 | 434 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Greater Midwest Financial Group, LLC | History | No change | 20,615 | 429 | 0.21% | 0.21% | 197 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Foundation Wealth Management, LLC | History | No change | 20,479 | 426 | 0.25% | 0.25% | 198 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearstead Trust, LLC | History | No change | 20,420 | 425 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 20,412 | 425 | 0.06% | 0.06% | 200 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MidFirst Bank | History | No change | 20,037 | 417 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lee Financial Co | History | No change | 20,000 | 416 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 19,385 | 403 | 0.07% | 0.07% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mutual Advisors, LLC | History | No change | 18,991 | 395 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 18,880 | 393 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kovack Advisors, Inc. | History | No change | 18,698 | 389 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST INTERSTATE BANK | History | No change | 17,684 | 368 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ProVise Management Group, LLC | History | No change | 17,617 | 367 | 0.02% | 0.02% | 208 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 17,508 | 364 | 0.02% | 0.02% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 17,387 | 362 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | No change | 16,955 | 353 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| RVW Wealth, LLC | History | No change | 16,560 | 345 | 0.02% | 0.02% | 212 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Madrid Wealth Management, LLC | History | No change | 16,368 | 341 | 0.22% | 0.22% | 213 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gilbert Capital Group, Inc. | History | No change | 16,144 | 336 | 0.24% | 0.24% | 214 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 15,971 | 332 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Passive Capital Management, LLC. | History | No change | 15,719 | 332 | 0.1% | 0.1% | 216 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hyposwiss Advisors SA | History | No change | 15,935 | 332 | 0.31% | 0.31% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 15,546 | 323 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CGN Advisors LLC | History | No change | 15,472 | 322 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 15,328 | 319 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Berkshire Money Management, Inc. | History | No change | 14,224 | 296 | 0.03% | 0.03% | 221 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 13,894 | 289 | 0.07% | 0.07% | 222 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prosperity Planning, Inc. | History | No change | 13,850 | 288 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 13,823 | 288 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Betterment LLC | History | No change | 13,764 | 287 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Reliant Wealth Planning | History | No change | 13,497 | 281 | 0.08% | 0.08% | 226 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IHT Wealth Management, LLC | History | No change | 13,477 | 280 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Addison Advisors LLC | History | No change | 13,360 | 278 | 0.13% | 0.13% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TFR Capital, LLC. | History | No change | 13,172 | 274 | 0.08% | 0.08% | 229 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 13,051 | 271 | 0.09% | 0.09% | 230 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gratus Wealth Advisors, LLC | History | No change | 12,693 | 264 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 12,509 | 260 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 12,381 | 258 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MinichMacGregor Wealth Management, LLC | History | No change | 12,206 | 254 | 0.04% | 0.04% | 234 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 11,913 | 248 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 11,829 | 246 | 0.08% | 0.08% | 236 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Journey Advisory Group, LLC | History | No change | 11,800 | 245 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Farnam Financial LLC | History | No change | 11,665 | 243 | 0.18% | 0.18% | 238 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 11,544 | 240 | 0.09% | 0.09% | 239 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 11,457 | 238 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| NWAM LLC | History | No change | 11,309 | 235 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HANOVER ADVISORS INC | History | No change | 11,155 | 232 | 0.08% | 0.08% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 10,932 | 228 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Diversify Advisory Services, LLC | History | No change | 10,830 | 223 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 10,830 | 223 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,602 | 220 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 10,366 | 216 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 10,312 | 214 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Moors & Cabot, Inc. | History | No change | 10,246 | 213 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 10,000 | 208 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advisor OS, LLC | History | No change | 9,960 | 207 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Plancorp, LLC | History | No change | 9,708 | 200 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CHOREO, LLC | History | No change | 9,625 | 200 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Bogart Wealth, LLC | History | No change | 9,346 | 194 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Trust Co | History | No change | 8,211 | 171 | 0.02% | 0.02% | 255 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 7,690 | 160 | 0.04% | 0.04% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Acropolis Investment Management, LLC | History | No change | 6,890 | 143 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Allworth Financial LP | History | No change | 6,424 | 133 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 5,675 | 118 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 5,552 | 115 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,492 | 114 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 5,000 | 104 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JPMORGAN CHASE & CO | History | No change | 4,946 | 103 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pioneer Family Office, LLC | History | No change | 4,741 | 98 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CNB Bank | History | No change | 3,930 | 81 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,750 | 78 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BALLAST ADVISORS LLC | History | No change | 2,886 | 60 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,435 | 50 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,400 | 50 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 2,433 | 50 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Larson Financial Group LLC | History | No change | 2,027 | 42 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EASTERN BANK | History | No change | 1,950 | 40 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,877 | 39 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossby Financial, LCC | History | No change | 1,881 | 39 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| United Community Bank | History | No change | 1,835 | 38 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairway Wealth LLC | History | No change | 1,745 | 36 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,638 | 34 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FMR LLC | History | No change | 1,406 | 29 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1,367 | 28 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Analysts, LLC | History | No change | 1,320 | 28 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,376 | 28 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 1,274 | 26 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ancora Advisors LLC | History | No change | 1,195 | 24 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 725 | 15 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 680 | 14 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 450 | 9 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AE Wealth Management LLC | History | No change | 302 | 6 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NBH Bank | History | No change | 272 | 5 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 105 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Banque Cantonale Vaudoise | History | No change | 16,438 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |