iSHARES TRUST - IBDY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Investment Advisors, LLC | History | No change | 3,299,900 | 84,955 | 1.12% | 1.12% | 1 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MORGAN STANLEY | History | No change | 2,336,734 | 60,159 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,142,584 | 55,160 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 1,901,100 | 48,943 | 0.72% | 0.72% | 4 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SIGMA INVESTMENT COUNSELORS INC | History | No change | 1,478,526 | 38,064 | 1.86% | 1.86% | 5 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Financial, LLC | History | No change | 1,143,222 | 29,432 | 0.32% | 0.32% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUMMITRY LLC | History | No change | 1,042,372 | 26,835 | 0.88% | 0.88% | 7 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 944,849 | 24,325 | 2.16% | 2.16% | 8 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| US BANCORP \DE\ | History | No change | 863,835 | 22,239 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 738,622 | 19,015 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 738,413 | 19,010 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envision Financial Planning, LLC | History | No change | 737,993 | 18,999 | 6.18% | 6.18% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 716,884 | 18,456 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 679,809 | 17,501 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 616,604 | 15,874 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ARROW FINANCIAL CORP | History | No change | 610,058 | 15,706 | 1.41% | 1.41% | 16 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 516,077 | 13,286 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 495,495 | 12,756 | 4.7% | 4.7% | 18 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 490,589 | 12,630 | 0.78% | 0.78% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 434,894 | 11,196 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| INSTRUMENTAL WEALTH, LLC | History | No change | 418,536 | 10,775 | 5.46% | 5.46% | 21 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 415,635 | 10,701 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LPL Financial LLC | History | No change | 388,876 | 10,011 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 372,485 | 9,589 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 335,084 | 8,626 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Guidance Point Advisors, LLC | History | No change | 289,080 | 7,442 | 1.57% | 1.57% | 26 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Lido Advisors, LLC | History | No change | 260,996 | 6,719 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 247,004 | 6,359 | 0.05% | 0.05% | 28 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parallel Advisors, LLC | History | No change | 234,639 | 6,040 | 0.09% | 0.09% | 29 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 233,766 | 6,018 | 0.1% | 0.1% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Probity Advisors, Inc. | History | No change | 231,197 | 5,952 | 0.85% | 0.85% | 31 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mariner, LLC | History | No change | 227,092 | 5,846 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ironwood Financial, llc | History | No change | 210,239 | 5,340 | 0.84% | 0.84% | 33 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Krilogy Financial LLC | History | No change | 204,922 | 5,275 | 0.16% | 0.16% | 34 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | No change | 204,795 | 5,272 | 0.32% | 0.32% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 204,577 | 5,266 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 187,684 | 4,831 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| 4Thought Financial Group Inc. | History | No change | 185,959 | 4,787 | 2.25% | 2.25% | 38 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 152,729 | 3,931 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 151,321 | 3,895 | 0.65% | 0.65% | 40 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Evergreen Private Wealth LLC | History | No change | 142,119 | 3,658 | 1.35% | 1.35% | 41 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 130,105 | 3,349 | 0.34% | 0.34% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 128,946 | 3,319 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 128,608 | 3,311 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| EP Wealth Advisors, LLC | History | No change | 128,507 | 3,308 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ADIRONDACK TRUST CO | History | No change | 128,140 | 3,298 | 0.98% | 0.98% | 46 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 126,693 | 3,261 | 0.12% | 0.12% | 47 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 125,678 | 3,206 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST INTERSTATE BANK | History | No change | 119,680 | 3,081 | 0.16% | 0.16% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 112,702 | 2,901 | 0.05% | 0.05% | 50 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Marathon Mission, Inc. | History | Added to | 102,589 | 2,511 | 1.27% | 1.29% | 51 | +2,396 | 2.39% | Q3 2026 | Oct 01, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 95,777 | 2,465 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stonebrook Private Inc. | History | No change | 94,310 | 2,428 | 0.44% | 0.44% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 90,470 | 2,329 | 0.27% | 0.27% | 54 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Seneca House Advisors | History | No change | 88,080 | 2,267 | 0.8% | 0.8% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Segment Wealth Management, LLC | History | No change | 80,505 | 2,072 | 0.11% | 0.11% | 56 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Klingman & Associates, LLC | History | No change | 78,833 | 2,029 | 0.09% | 0.09% | 57 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COWA, LLC | History | No change | 76,745 | 1,975 | 0.5% | 0.5% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 75,757 | 1,950 | 0.05% | 0.05% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Archford Capital Strategies, LLC | History | No change | 72,909 | 1,877 | 0.19% | 0.19% | 60 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Roble, Belko & Company, Inc | History | No change | 68,802 | 1,771 | 0.19% | 0.19% | 61 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | No change | 66,715 | 1,717 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 66,000 | 1,699 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wilkins Miller Wealth Management, LLC | History | No change | 62,838 | 1,617 | 0.89% | 0.89% | 64 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 62,566 | 1,610 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 62,223 | 1,601 | 0.03% | 0.03% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Glenview Trust Co | History | No change | 57,888 | 1,490 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NovaPoint Capital, LLC | History | No change | 54,469 | 1,402 | 0.29% | 0.29% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 52,641 | 1,355 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 49,874 | 1,284 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 48,312 | 1,243 | 0.76% | 0.76% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 44,991 | 1,158 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | No change | 43,995 | 1,132 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 43,092 | 1,109 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 41,073 | 1,057 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 39,157 | 1,008 | 0.23% | 0.23% | 76 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Jacobi Capital Management LLC | History | No change | 38,320 | 986 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Gilbert & Cook, Inc. | History | No change | 38,018 | 978 | 0.11% | 0.11% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Clearstead Advisors, LLC | History | No change | 37,257 | 959 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 34,534 | 889 | 0.02% | 0.02% | 80 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Montecito Bank & Trust | History | Added to | 34,545 | 845 | 0.13% | 0.13% | 81 | +1,501 | 4.54% | Q3 2026 | Oct 01, 2026 |
| 10Elms LLP | History | No change | 32,320 | 832 | 0.35% | 0.35% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stokes Family Office, LLC | History | No change | 31,080 | 800 | 0.09% | 0.09% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Reliant Wealth Planning | History | No change | 29,284 | 753 | 0.21% | 0.21% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CVA Family Office, LLC | History | No change | 29,142 | 750 | 0.07% | 0.07% | 85 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 28,473 | 733 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rose Capital Advisors LLC | History | No change | 28,368 | 730 | 0.37% | 0.37% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 28,312 | 728 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sterling Investment Advisors, Ltd. | History | No change | 27,350 | 704 | 0.12% | 0.12% | 89 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Valmark Advisers, Inc. | History | No change | 26,274 | 676 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Aspen Wealth Management LLC | History | No change | 25,972 | 668 | 0.11% | 0.11% | 91 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 25,385 | 653 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 22,684 | 584 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 21,977 | 565 | 0.4% | 0.4% | 94 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 21,643 | 557 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 21,370 | 550 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Gryphon Financial Partners LLC | History | No change | 21,326 | 549 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Addison Advisors LLC | History | No change | 19,935 | 513 | 0.24% | 0.24% | 98 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 18,115 | 466 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 17,592 | 450 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Advisory Services Network, LLC | History | No change | 17,210 | 443 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gradient Capital Advisors, LLC | History | No change | 16,915 | 435 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Creative Planning | History | No change | 16,575 | 426 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 16,304 | 419 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| XML Financial, LLC | History | No change | 15,902 | 409 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farnam Financial LLC | History | No change | 15,810 | 407 | 0.3% | 0.3% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BEACON FINANCIAL GROUP | History | No change | 15,461 | 398 | 0.04% | 0.04% | 107 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Redwood Financial Network Corp | History | No change | 15,237 | 392 | 0.22% | 0.22% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Peloton Wealth Strategists | History | No change | 15,000 | 386 | 0.14% | 0.14% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | No change | 14,530 | 374 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Belpointe Asset Management LLC | History | No change | 14,359 | 369 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Venture Visionary Partners LLC | History | No change | 14,145 | 364 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 12,765 | 328 | 0.06% | 0.06% | 113 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Lifeworks Advisors, LLC | History | No change | 12,528 | 322 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 12,235 | 314 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 12,060 | 310 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11,844 | 305 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 11,739 | 302 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 11,598 | 298 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SPINNAKER TRUST | History | No change | 11,571 | 297 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 11,384 | 293 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Koesten, Hirschmann & Crabtree, INC. | History | No change | 11,210 | 288 | 0.12% | 0.12% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 10,658 | 274 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 10,536 | 272 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 10,387 | 267 | 0.06% | 0.06% | 125 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTRAL TRUST Co | History | No change | 10,287 | 264 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Rossmore Private Capital | History | No change | 9,854 | 253 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MGO ONE SEVEN LLC | History | No change | 9,818 | 252 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Mutual Advisors, LLC | History | No change | 9,720 | 250 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 9,678 | 249 | 0.1% | 0.1% | 130 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Apollon Wealth Management, LLC | History | No change | 9,550 | 245 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Great Diamond Partners, LLC | History | No change | 9,533 | 245 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 10,031 | 245 | 0.14% | 0.15% | 133 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| DEARBORN PARTNERS LLC | History | No change | 9,210 | 238 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chesley Taft & Associates LLC | History | No change | 9,000 | 231 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 8,795 | 226 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bullock Wealth Management Group | History | No change | 8,327 | 213 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Hendershot Investments Inc. | History | No change | 7,953 | 204 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHOREO, LLC | History | No change | 7,790 | 200 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | No change | 7,803 | 200 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,364 | 189 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jupiter Wealth Management LLC | History | No change | 4,600 | 118 | 0.05% | 0.05% | 142 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hyposwiss Advisors SA | History | No change | 4,140 | 106 | 0.1% | 0.1% | 143 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JPMORGAN CHASE & CO | History | No change | 3,318 | 85 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CNB Bank | History | No change | 3,179 | 81 | 0.03% | 0.03% | 145 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 3,040 | 78 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MidFirst Bank | History | No change | 2,715 | 69 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 2,584 | 66 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,385 | 61 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BALLAST ADVISORS LLC | History | No change | 2,339 | 60 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,940 | 49 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trust Co | History | No change | 1,936 | 49 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| EASTERN BANK | History | No change | 1,700 | 41 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Bank of New Hampshire | History | No change | 1,600 | 41 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,571 | 40 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| United Community Bank | History | No change | 1,485 | 38 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fairway Wealth LLC | History | No change | 1,322 | 34 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 1,137 | 29 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,000 | 25 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VANGUARD ADVISERS INC | History | No change | 880 | 22 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 800 | 20 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Key FInancial Inc | History | No change | 564 | 14 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 424 | 10 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 270 | 6 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 50 | 1 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FMR LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 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 | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |