iSHARES TRUST - IBHF
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | No change | 2,228,248 | 50,469 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MORGAN STANLEY | History | No change | 1,349,023 | 30,555 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COWA, LLC | History | No change | 1,186,840 | 26,881 | 6.74% | 6.74% | 3 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 1,161,706 | 26,312 | 1.43% | 1.43% | 4 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| STRAIGHTLINE GROUP LLC | History | No change | 936,881 | 21,220 | 10.01% | 10.01% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 799,082 | 18,099 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 714,107 | 16,174 | 0.05% | 0.05% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 706,652 | 16,005 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 658,086 | 14,905 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ruggaard & Associates LLC | History | No change | 525,863 | 11,910 | 4.27% | 4.27% | 10 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CITADEL ADVISORS LLC | History | No change | 508,904 | 11,526 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 471,122 | 10,670 | 0.4% | 0.4% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mid-American Wealth Advisory Group, Inc. | History | No change | 463,778 | 10,504 | 3.8% | 3.8% | 13 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cornerstone Planning, LLC | History | No change | 429,198 | 9,721 | 2.25% | 2.25% | 14 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 424,308 | 9,610 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 389,167 | 8,814 | 0.09% | 0.09% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | No change | 327,252 | 7,412 | 5.39% | 5.39% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 307,033 | 6,954 | 0.05% | 0.05% | 18 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Delta Wealth Advisors LLC | History | Reduced | 299,397 | 6,745 | 4.63% | 4.88% | 19 | -2,345 | -0.78% | Q3 2026 | Oct 09, 2026 |
| BIP Wealth, LLC | History | No change | 268,420 | 6,079 | 0.17% | 0.17% | 20 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 259,315 | 5,873 | 0.1% | 0.1% | 21 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TABR Capital Management, LLC | History | No change | 249,858 | 5,659 | 4.82% | 4.82% | 22 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NewEdge Advisors, LLC | History | No change | 248,808 | 5,635 | 0.02% | 0.02% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVEXIA WEALTH LLC | History | No change | 243,261 | 5,461 | 1.48% | 1.48% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 220,129 | 4,985 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | No change | 209,398 | 4,742 | 0.19% | 0.19% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 206,325 | 4,673 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 205,340 | 4,650 | 0.07% | 0.07% | 28 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 204,781 | 4,638 | 0.05% | 0.05% | 29 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 203,118 | 4,600 | 0.47% | 0.47% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 200,777 | 4,547 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 197,183 | 4,466 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| High Note Wealth, LLC | History | No change | 193,824 | 4,390 | 0.75% | 0.75% | 33 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 182,741 | 4,139 | 0.8% | 0.8% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UBS Group AG | History | No change | 179,441 | 4,064 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EP Wealth Advisors, LLC | History | No change | 178,831 | 4,050 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Krilogy Financial LLC | History | No change | 164,498 | 3,725 | 0.11% | 0.11% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 159,854 | 3,620 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROYAL BANK OF CANADA | History | No change | 151,962 | 3,442 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 133,328 | 3,019 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 132,422 | 2,999 | 1.25% | 1.25% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 131,641 | 2,982 | 0.12% | 0.12% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 129,436 | 2,931 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Straight Path Wealth Management | History | No change | 124,858 | 2,828 | 0.66% | 0.66% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARROW FINANCIAL CORP | History | No change | 124,293 | 2,815 | 0.25% | 0.25% | 45 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 111,989 | 2,536 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | History | No change | 107,450 | 2,465 | 0.04% | 0.04% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 106,778 | 2,418 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lido Advisors, LLC | History | No change | 103,708 | 2,349 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 103,272 | 2,339 | 1.39% | 1.39% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 95,165 | 2,155 | 0.09% | 0.09% | 51 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 91,649 | 2,075 | 0.28% | 0.28% | 52 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Collaborative Fund Advisors, LLC | History | No change | 90,358 | 2,046 | 1.19% | 1.19% | 53 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sowell Financial Services LLC | History | No change | 86,111 | 1,950 | 0.06% | 0.06% | 54 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 85,436 | 1,935 | 0.14% | 0.14% | 55 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| AE Wealth Management LLC | History | No change | 84,817 | 1,921 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Brucke Financial, Inc. | History | No change | 83,621 | 1,894 | 0.84% | 0.84% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Centennial Advisors, LLC | History | No change | 82,910 | 1,877 | 2.24% | 2.24% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 82,690 | 1,872 | 0.72% | 0.72% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| 10Elms LLP | History | No change | 81,664 | 1,849 | 0.78% | 0.78% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bedel Financial Consulting, Inc. | History | No change | 77,356 | 1,752 | 0.16% | 0.16% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ironwood Financial, llc | History | No change | 77,247 | 1,739 | 0.27% | 0.27% | 62 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 75,000 | 1,699 | 1.33% | 1.33% | 63 | 0 | 0.0% | Q2 2026 | Sep 14, 2026 |
| Keeler Thomas Management LLC | History | No change | 74,115 | 1,678 | 0.59% | 0.59% | 64 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| IFP Advisors, Inc | History | No change | 70,677 | 1,600 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 69,075 | 1,564 | 0.02% | 0.02% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 69,045 | 1,563 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Landing Point Financial Group, LLC | History | No change | 68,567 | 1,553 | 0.53% | 0.53% | 68 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Tempus Wealth Planning, LLC | History | No change | 64,689 | 1,465 | 0.29% | 0.29% | 69 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cottage Street Advisors LLC | History | No change | 62,874 | 1,424 | 0.55% | 0.55% | 70 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 53,016 | 1,201 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 52,908 | 1,198 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 51,813 | 1,168 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Belpointe Asset Management LLC | History | No change | 48,790 | 1,105 | 0.04% | 0.04% | 74 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | No change | 47,327 | 1,071 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TFR Capital, LLC. | History | No change | 47,303 | 1,071 | 0.3% | 0.3% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 46,860 | 1,061 | 0.13% | 0.13% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FOCUSED ALPHA, LLC | History | No change | 44,945 | 1,018 | 0.26% | 0.26% | 78 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Timber Creek Capital Management LLC | History | No change | 44,250 | 1,002 | 0.2% | 0.2% | 79 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aspen Wealth Management LLC | History | No change | 42,241 | 956 | 0.16% | 0.16% | 80 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Madden Advisory Services, Inc. | History | No change | 42,174 | 955 | 0.34% | 0.34% | 81 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FF Advisors,LLC | History | No change | 39,502 | 894 | 0.33% | 0.33% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 38,834 | 879 | 0.3% | 0.3% | 83 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NWAM LLC | History | No change | 38,638 | 875 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Golden Reserve Retirement LLC | History | No change | 38,477 | 871 | 0.14% | 0.14% | 85 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Sanctuary Advisors, LLC | History | No change | 37,711 | 854 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heartland Bank & Trust Co | History | No change | 36,983 | 837 | 0.17% | 0.17% | 87 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| REBALANCE, LLC | History | No change | 35,790 | 810 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Windsor Advisory Group, LLC | History | No change | 33,669 | 762 | 0.55% | 0.55% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WRAPMANAGER INC | History | No change | 32,228 | 729 | 0.23% | 0.23% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Carr Financial Group Corp | History | No change | 31,851 | 721 | 0.17% | 0.17% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 31,550 | 710 | 0.01% | 0.01% | 92 | -20,044 | -38.85% | Q3 2026 | Oct 08, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 30,443 | 689 | 0.04% | 0.04% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HM PAYSON & CO | History | No change | 30,202 | 684 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 30,141 | 682 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 29,937 | 678 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HighTower Advisors, LLC | History | No change | 29,680 | 672 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HUB Investment Partners, LLC | History | No change | 29,628 | 671 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Baird Financial Group, Inc. | History | No change | 29,450 | 667 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Magnus Financial Group LLC | History | No change | 25,515 | 577 | 0.04% | 0.04% | 100 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Livet Wealth, LLC | History | No change | 25,135 | 569 | 0.33% | 0.33% | 101 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Summit Wealth Partners, LLC | History | No change | 24,722 | 559 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quad-Cities Investment Group, LLC | History | No change | 24,500 | 554 | 0.2% | 0.2% | 103 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 23,034 | 521 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Occidental Asset Management, LLC | History | No change | 22,942 | 519 | 0.05% | 0.05% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Montis Financial, LLC | History | No change | 22,133 | 501 | 0.1% | 0.1% | 106 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MCF Advisors LLC | History | No change | 21,464 | 486 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 20,951 | 474 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 19,850 | 449 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 19,561 | 443 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | No change | 19,370 | 438 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rothschild Wealth LLC | History | No change | 18,966 | 429 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | History | No change | 18,749 | 422 | 0.37% | 0.37% | 113 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cerity Partners LLC | History | No change | 18,205 | 412 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 18,056 | 408 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ellis Investment Partners, LLC | History | No change | 17,682 | 400 | 0.06% | 0.06% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AssuredPartners Investment Advisors, LLC | History | No change | 17,137 | 388 | 0.04% | 0.04% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Focus Financial Network, Inc. | History | No change | 17,075 | 386 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 16,924 | 383 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Aprio Wealth Management, LLC | History | No change | 16,788 | 380 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 16,372 | 375 | 0.24% | 0.24% | 121 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,514 | 374 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 15,340 | 347 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Johnson Bixby & Associates, LLC | History | No change | 15,121 | 342 | 0.04% | 0.04% | 124 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Summit Asset Management, LLC | History | No change | 14,941 | 338 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MONECO ADVISORS, LLC | History | No change | 14,099 | 319 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Orion Capital Management LLC | History | No change | 14,000 | 317 | 0.1% | 0.1% | 127 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Mayflower Financial Advisors, LLC | History | No change | 13,993 | 316 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Waverly Advisors, LLC | History | No change | 13,915 | 315 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 13,740 | 311 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Spire Wealth Management | History | No change | 13,725 | 310 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 13,501 | 305 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bullock Wealth Management Group | History | Reduced | 13,019 | 292 | 0.12% | 0.13% | 133 | -9 | -0.07% | Q3 2026 | Oct 09, 2026 |
| Focus Partners Wealth | History | No change | 12,832 | 290 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Equitable Holdings, Inc. | History | No change | 12,479 | 282 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 11,600 | 261 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prospera Financial Services Inc | History | No change | 11,401 | 258 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 11,127 | 252 | 0.05% | 0.05% | 138 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Aegis Wealth Management, Inc. | History | No change | 11,083 | 251 | 0.16% | 0.16% | 139 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,067 | 250 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 10,984 | 248 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 10,756 | 243 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PW Nova Financial Services LLC | History | No change | 10,500 | 237 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TABLEAUX LLC | History | No change | 10,073 | 228 | 0.1% | 0.1% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 9,876 | 223 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 9,752 | 220 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 9,761 | 219 | 0.06% | 0.61% | 147 | -92,973 | -90.5% | Q3 2026 | Oct 02, 2026 |
| Pure Financial Advisors, LLC | History | No change | 9,157 | 207 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 9,158 | 207 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| StoneX Group Inc. | History | No change | 9,046 | 205 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 8,995 | 203 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 8,748 | 200 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 8,737 | 197 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 7,403 | 167 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 4,767 | 107 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| North Star Investment Management Corp. | History | No change | 4,665 | 105 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 2,955 | 66 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Blue Trust, Inc. | History | No change | 2,864 | 64 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| IFG Advisory, LLC | History | No change | 2,564 | 58 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,376 | 53 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CNB Bank | History | No change | 2,335 | 52 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Napier Financial, LLC | History | No change | 1,474 | 33 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,132 | 25 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | No change | 924 | 21 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 621 | 14 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| US BANCORP \DE\ | History | No change | 400 | 9 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 424 | 9 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 420 | 9 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 3 FACTOR INDEXING, LLC | History | No change | 398 | 9 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kingdom Financial Group LLC. | History | No change | 371 | 8 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 320 | 7 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 87 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,431 | -100.0% | Q3 2026 | Oct 08, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |