iSHARES TRUST - IBDX
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 | 6,456,747 | 162,645 | 1.11% | 1.11% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Capital Investment Advisors, LLC | History | No change | 3,505,410 | 88,301 | 1.16% | 1.16% | 2 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,089,226 | 77,817 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 2,822,834 | 71,107 | 1.05% | 1.05% | 4 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MORGAN STANLEY | History | No change | 2,594,159 | 65,346 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,565,607 | 64,627 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,585,690 | 39,943 | 1.95% | 1.95% | 7 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,345,144 | 33,884 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,208,903 | 30,452 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Klingman & Associates, LLC | History | No change | 1,175,446 | 29,609 | 1.26% | 1.26% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,161,884 | 29,267 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Financial, LLC | History | No change | 1,160,179 | 29,224 | 0.32% | 0.32% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Seven Springs Wealth Group, LLC | History | No change | 1,064,868 | 26,824 | 5.86% | 5.86% | 13 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 1,005,519 | 25,329 | 1.57% | 1.57% | 14 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 943,449 | 23,765 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 908,163 | 22,876 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 876,466 | 22,078 | 0.07% | 0.07% | 17 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 860,425 | 21,674 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisors Capital Management, LLC | History | No change | 859,918 | 21,661 | 0.23% | 0.23% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COWA, LLC | History | No change | 774,107 | 19,499 | 4.89% | 4.89% | 20 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 774,005 | 19,497 | 1.73% | 1.73% | 21 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| ARROW FINANCIAL CORP | History | No change | 630,882 | 15,891 | 1.42% | 1.42% | 22 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LPL Financial LLC | History | No change | 563,924 | 14,205 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 528,252 | 13,306 | 0.02% | 0.02% | 24 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 527,541 | 13,288 | 0.02% | 0.02% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 527,546 | 13,288 | 4.9% | 4.9% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 507,215 | 12,776 | 5.54% | 5.54% | 27 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Janney Montgomery Scott LLC | History | No change | 478,378 | 12,050 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Ironwood Financial, llc | History | No change | 464,902 | 11,557 | 1.81% | 1.81% | 29 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Probity Advisors, Inc. | History | No change | 415,729 | 10,472 | 1.5% | 1.5% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 402,635 | 10,142 | 1.17% | 1.17% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 380,552 | 9,586 | 0.16% | 0.16% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Planning, LLC | History | No change | 379,908 | 9,569 | 2.21% | 2.21% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Guidance Point Advisors, LLC | History | No change | 325,556 | 8,200 | 1.73% | 1.73% | 34 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Snowden Capital Advisors LLC | History | No change | 297,905 | 7,504 | 0.18% | 0.18% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 266,910 | 6,723 | 0.41% | 0.41% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 266,516 | 6,713 | 0.1% | 0.1% | 37 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MCF Advisors LLC | History | No change | 257,910 | 6,496 | 0.23% | 0.23% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 252,860 | 6,369 | 0.23% | 0.23% | 39 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 252,548 | 6,361 | 0.05% | 0.05% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 4Thought Financial Group Inc. | History | No change | 250,276 | 6,304 | 2.96% | 2.96% | 41 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 245,933 | 6,195 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lido Advisors, LLC | History | No change | 245,637 | 6,187 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Krilogy Financial LLC | History | No change | 219,930 | 5,540 | 0.16% | 0.16% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Marathon Mission, Inc. | History | Added to | 213,473 | 5,138 | 2.59% | 2.62% | 45 | +4,687 | 2.24% | Q3 2026 | Oct 01, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 197,602 | 4,977 | 0.86% | 0.86% | 46 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 193,616 | 4,877 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Peloton Wealth Strategists | History | No change | 184,250 | 4,641 | 1.72% | 1.72% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 181,414 | 4,569 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KINTRA WEALTH, LLC | History | No change | 180,265 | 4,494 | 0.23% | 0.23% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Glenview Trust Co | History | No change | 174,361 | 4,392 | 0.06% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 168,450 | 4,243 | 0.71% | 0.71% | 52 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 165,231 | 4,162 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 164,660 | 4,147 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 152,965 | 3,853 | 0.04% | 0.04% | 55 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 149,251 | 3,759 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Evergreen Private Wealth LLC | History | No change | 145,453 | 3,663 | 1.35% | 1.35% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Neuberger Berman Group LLC | History | No change | 141,341 | 3,560 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 138,162 | 3,478 | 1.04% | 1.04% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| EP Wealth Advisors, LLC | History | No change | 132,767 | 3,344 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Houlihan Financial Resource Group, Ltd. | History | No change | 132,540 | 3,338 | 1.19% | 1.19% | 61 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 126,162 | 3,149 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 123,915 | 3,121 | 0.31% | 0.31% | 63 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kestra Advisory Services, LLC | History | No change | 123,690 | 3,115 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 116,188 | 2,926 | 1.78% | 1.78% | 65 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Seneca House Advisors | History | No change | 113,199 | 2,851 | 1.01% | 1.01% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Arcataur Capital Management LLC | History | No change | 108,125 | 2,723 | 0.67% | 0.67% | 67 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sanctuary Advisors, LLC | History | No change | 113,325 | 2,720 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 104,670 | 2,630 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Modern Wealth Management, LLC | History | No change | 101,538 | 2,557 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 100,098 | 2,521 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rossmore Private Capital | History | No change | 98,416 | 2,479 | 0.2% | 0.2% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Segment Wealth Management, LLC | History | No change | 97,135 | 2,446 | 0.13% | 0.13% | 73 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Stonebrook Private Inc. | History | No change | 96,344 | 2,426 | 0.44% | 0.44% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTRAL TRUST Co | History | No change | 95,131 | 2,396 | 0.04% | 0.04% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Hills Bank & Trust Co | History | No change | 92,782 | 2,337 | 0.1% | 0.1% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 92,160 | 2,321 | 0.08% | 0.08% | 77 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 89,169 | 2,242 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 88,568 | 2,231 | 0.13% | 0.13% | 79 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 88,182 | 2,221 | 1.1% | 1.1% | 80 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 80,980 | 2,039 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 80,562 | 2,029 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Archford Capital Strategies, LLC | History | No change | 80,541 | 2,028 | 0.21% | 0.21% | 83 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | History | No change | 77,924 | 1,962 | 0.49% | 0.49% | 84 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 77,631 | 1,955 | 0.05% | 0.05% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Centric Wealth Management | History | No change | 76,618 | 1,925 | 0.3% | 0.3% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Roble, Belko & Company, Inc | History | No change | 72,379 | 1,823 | 0.2% | 0.2% | 87 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WRAPMANAGER INC | History | No change | 69,524 | 1,751 | 0.55% | 0.55% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OPPENHEIMER & CO INC | History | No change | 66,787 | 1,682 | 0.02% | 0.02% | 89 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 66,469 | 1,674 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| 10Elms LLP | History | No change | 64,472 | 1,624 | 0.69% | 0.69% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 62,568 | 1,576 | 0.87% | 0.87% | 92 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 59,937 | 1,509 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Chesley Taft & Associates LLC | History | No change | 56,900 | 1,433 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NovaPoint Capital, LLC | History | No change | 54,642 | 1,376 | 0.29% | 0.29% | 95 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 53,736 | 1,353 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 50,126 | 1,262 | 0.11% | 0.11% | 97 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 49,760 | 1,253 | 0.15% | 0.15% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 49,385 | 1,244 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Venture Visionary Partners LLC | History | Added to | 49,595 | 1,193 | 0.03% | 0.03% | 100 | +756 | 1.55% | Q3 2026 | Oct 07, 2026 |
| Princeton Global Asset Management LLC | History | No change | 45,050 | 1,134 | 0.16% | 0.16% | 101 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Montecito Bank & Trust | History | Added to | 45,943 | 1,105 | 0.17% | 0.17% | 102 | +1,524 | 3.43% | Q3 2026 | Oct 01, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 40,927 | 1,030 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JANE STREET GROUP, LLC | History | No change | 40,503 | 1,020 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 40,295 | 1,015 | 0.19% | 0.19% | 105 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 40,189 | 1,012 | 0.23% | 0.23% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jacobi Capital Management LLC | History | No change | 40,050 | 1,008 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bullock Wealth Management Group | History | No change | 40,218 | 1,007 | 0.44% | 0.44% | 108 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Gilbert & Cook, Inc. | History | No change | 38,879 | 979 | 0.11% | 0.11% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 38,355 | 966 | 0.31% | 0.31% | 110 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 37,665 | 948 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REDW Wealth LLC | History | No change | 37,673 | 948 | 0.34% | 0.34% | 112 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 35,048 | 883 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST INTERSTATE BANK | History | No change | 34,983 | 881 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Reliant Wealth Planning | History | No change | 34,422 | 867 | 0.24% | 0.24% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 34,329 | 864 | 0.2% | 0.2% | 116 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Farmers National Bank | History | No change | 34,080 | 858 | 0.18% | 0.18% | 117 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HAMEL ASSOCIATES, INC. | History | No change | 32,285 | 813 | 0.22% | 0.22% | 118 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Stokes Family Office, LLC | History | No change | 31,230 | 786 | 0.09% | 0.09% | 119 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Breachway Investments LLC | History | No change | 30,850 | 777 | 1.17% | 1.17% | 120 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 30,025 | 756 | 0.13% | 0.13% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 29,380 | 740 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 29,049 | 731 | 0.07% | 0.07% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valmark Advisers, Inc. | History | No change | 28,841 | 726 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 28,447 | 716 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 27,951 | 704 | 0.07% | 0.07% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 27,979 | 704 | 0.18% | 0.18% | 127 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Belpointe Asset Management LLC | History | No change | 27,828 | 701 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aspen Wealth Management LLC | History | No change | 26,556 | 668 | 0.11% | 0.11% | 129 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 25,618 | 645 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 24,946 | 628 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 24,903 | 627 | 0.35% | 0.35% | 132 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HEADINVEST, LLC | History | No change | 24,859 | 626 | 0.12% | 0.12% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Great Diamond Partners, LLC | History | No change | 24,805 | 624 | 0.11% | 0.11% | 134 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 24,709 | 622 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FourThought Financial Partners, LLC | History | No change | 23,603 | 594 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMITRY LLC | History | No change | 23,352 | 588 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | No change | 22,338 | 562 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 22,042 | 555 | 0.15% | 0.15% | 139 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Focus Partners Wealth | History | No change | 21,985 | 553 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sowell Financial Services LLC | History | No change | 21,825 | 549 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| XML Financial, LLC | History | No change | 21,806 | 549 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 21,615 | 545 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 21,496 | 541 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 21,188 | 533 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 20,477 | 515 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sarver Vrooman Wealth Advisors | History | Reduced | 21,314 | 513 | 0.3% | 0.32% | 147 | -148 | -0.69% | Q3 2026 | Oct 01, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 19,430 | 489 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Farther Finance Advisors, LLC | History | No change | 18,283 | 460 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SPINNAKER TRUST | History | No change | 18,034 | 454 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Gryphon Financial Partners LLC | History | No change | 17,775 | 447 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Redwood Financial Network Corp | History | No change | 17,577 | 442 | 0.25% | 0.25% | 152 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Mutual Advisors, LLC | History | No change | 16,040 | 404 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | No change | 16,000 | 403 | 0.02% | 0.02% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New Hampshire | History | Added to | 16,430 | 395 | 0.09% | 0.07% | 155 | +4,000 | 32.18% | Q3 2026 | Oct 06, 2026 |
| Daviman Financial, LLC | History | No change | 15,681 | 395 | 0.22% | 0.22% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 15,385 | 387 | 0.16% | 0.16% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 15,215 | 383 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 15,220 | 383 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | No change | 14,597 | 368 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Diversify Advisory Services, LLC | History | No change | 14,736 | 366 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 14,736 | 366 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 14,068 | 354 | 0.04% | 0.04% | 163 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 14,025 | 353 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 13,483 | 339 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 13,370 | 336 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 13,276 | 334 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Weaver Consulting Group | History | New | 13,650 | 328 | 0.06% | — | 168 | +13,650 | New | Q3 2026 | Oct 07, 2026 |
| Merit Financial Group, LLC | History | No change | 12,869 | 324 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 12,782 | 321 | 0.23% | 0.23% | 170 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 12,383 | 311 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Berkshire Money Management, Inc. | History | No change | 12,288 | 309 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Addison Advisors LLC | History | No change | 12,115 | 305 | 0.14% | 0.14% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 11,876 | 299 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 11,909 | 299 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 11,552 | 291 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| CITADEL ADVISORS LLC | History | No change | 11,514 | 290 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 10,974 | 276 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Foundation Wealth Management, LLC | History | No change | 10,631 | 267 | 0.16% | 0.16% | 179 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | No change | 10,590 | 266 | 0.02% | 0.02% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COOPER/HAIMS ADVISORS, LLC | History | No change | 10,407 | 262 | 0.11% | 0.11% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 10,273 | 258 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NWAM LLC | History | No change | 9,925 | 250 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 9,837 | 247 | 0.1% | 0.1% | 184 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Private Advisor Group, LLC | History | No change | 9,747 | 245 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CVA Family Office, LLC | History | No change | 9,700 | 244 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Journey Advisory Group, LLC | History | No change | 9,700 | 244 | 0.02% | 0.02% | 187 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 9,668 | 243 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Madrid Wealth Management, LLC | History | No change | 9,514 | 239 | 0.16% | 0.16% | 189 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 9,455 | 238 | 0.05% | 0.05% | 190 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Betterment LLC | History | No change | 9,461 | 238 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 9,387 | 237 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 8,938 | 225 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Arkadios Wealth Advisors | History | No change | 8,797 | 221 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MidFirst Bank | History | No change | 8,545 | 215 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hyposwiss Advisors SA | History | No change | 8,425 | 212 | 0.2% | 0.2% | 196 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CGN Advisors LLC | History | No change | 8,377 | 211 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Hendershot Investments Inc. | History | No change | 8,156 | 205 | 0.03% | 0.03% | 198 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 7,984 | 201 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHOREO, LLC | History | No change | 7,974 | 200 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Crews Bank & Trust | History | No change | 5,755 | 144 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Jupiter Wealth Management LLC | History | No change | 5,100 | 128 | 0.05% | 0.05% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Bogart Wealth, LLC | History | No change | 4,721 | 118 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,595 | 115 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,583 | 90 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CNB Bank | History | No change | 3,256 | 82 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rossby Financial, LCC | History | No change | 2,575 | 64 | 0.01% | 0.01% | 207 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BALLAST ADVISORS LLC | History | No change | 2,392 | 60 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,014 | 50 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,987 | 50 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 2,000 | 50 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Trust Co | History | No change | 1,988 | 50 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Clearstead Trust, LLC | History | No change | 1,897 | 47 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EASTERN BANK | History | No change | 1,700 | 40 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| United Community Bank | History | No change | 1,520 | 38 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairway Wealth LLC | History | No change | 1,440 | 36 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,208 | 30 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,154 | 29 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 849 | 21 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BARCLAYS PLC | History | No change | 805 | 20 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 596 | 15 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Key FInancial Inc | History | No change | 564 | 14 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| HM PAYSON & CO | History | No change | 500 | 12 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 390 | 9 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD ADVISERS INC | History | No change | 257 | 6 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NBH Bank | History | No change | 226 | 5 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 51 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banque Cantonale Vaudoise | History | No change | 13,141 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |