iSHARES TRUST - IBMP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 2,660,591 | 67,632 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,841,644 | 46,814 | 0.06% | 0.06% | 2 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,062,105 | 26,998 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,001,027 | 25,446 | 0.24% | 0.24% | 4 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 745,224 | 18,943 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 703,566 | 17,758 | 1.4% | 1.38% | 6 | +5,622 | 0.81% | Q3 2026 | Oct 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 584,924 | 14,868 | 0.81% | 0.81% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HighTower Advisors, LLC | History | No change | 550,178 | 13,985 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | No change | 547,234 | 13,910 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LPL Financial LLC | History | No change | 525,026 | 13,346 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 523,606 | 13,310 | 0.04% | 0.04% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hills Bank & Trust Co | History | No change | 508,428 | 12,924 | 0.55% | 0.55% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kathmere Capital Management, LLC | History | No change | 498,643 | 12,675 | 0.67% | 0.67% | 13 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UBS Group AG | History | No change | 413,349 | 10,507 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 390,504 | 9,926 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covington Investment Advisors Inc. | History | No change | 378,345 | 9,618 | 1.24% | 1.24% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 309,899 | 7,877 | 0.1% | 0.1% | 17 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 285,165 | 7,248 | 1.25% | 1.25% | 18 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Paradiem, LLC | History | No change | 248,470 | 6,316 | 1.36% | 1.36% | 19 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 247,525 | 6,292 | 0.23% | 0.23% | 20 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 206,724 | 5,254 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 204,049 | 5,186 | 0.24% | 0.24% | 22 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 201,861 | 5,131 | 0.03% | 0.03% | 23 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 200,570 | 5,098 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 198,399 | 5,043 | 0.31% | 0.31% | 25 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 186,296 | 4,732 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 180,734 | 4,594 | 0.17% | 0.17% | 27 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 174,701 | 4,440 | 0.01% | 0.01% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTRAL TRUST Co | History | No change | 157,338 | 3,999 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 153,021 | 3,889 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Odyssey Group, LLC | History | No change | 141,199 | 3,589 | 0.97% | 0.97% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 138,170 | 3,512 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 135,194 | 3,436 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 123,842 | 3,148 | 0.31% | 0.31% | 34 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sanctuary Advisors, LLC | History | No change | 120,344 | 3,059 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 118,304 | 3,007 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 117,182 | 2,978 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 109,890 | 2,793 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCoast Asset Management LLC | History | No change | 107,271 | 2,726 | 0.06% | 0.06% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 106,489 | 2,706 | 0.87% | 0.87% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 101,149 | 2,571 | 0.3% | 0.3% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 101,032 | 2,568 | 0.17% | 0.17% | 42 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atwater Malick LLC | History | No change | 99,822 | 2,537 | 0.55% | 0.55% | 43 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 98,576 | 2,505 | 1.02% | 1.02% | 44 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Financial, LLC | History | No change | 97,017 | 2,466 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Glenview Trust Co | History | No change | 95,174 | 2,419 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 88,899 | 2,259 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 88,719 | 2,255 | 0.02% | 0.02% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 86,880 | 2,208 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 85,265 | 2,167 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SPINNAKER TRUST | History | No change | 84,490 | 2,147 | 0.1% | 0.1% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 76,411 | 1,942 | 0.77% | 0.77% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 74,959 | 1,906 | 1.21% | 1.21% | 53 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 74,339 | 1,889 | 0.77% | 0.77% | 54 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RIA Advisory Group LLC | History | No change | 73,065 | 1,857 | 0.4% | 0.4% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brookstone Capital Management | History | No change | 65,737 | 1,671 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUE Private Wealth Advisors | History | No change | 61,037 | 1,551 | 0.13% | 0.13% | 57 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Focus Partners Wealth | History | No change | 60,236 | 1,531 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 60,012 | 1,524 | 0.2% | 0.2% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 56,740 | 1,442 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Capital Investment Advisors, LLC | History | No change | 56,609 | 1,438 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 53,650 | 1,363 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Evergreen Private Wealth LLC | History | No change | 52,013 | 1,322 | 0.49% | 0.49% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 50,607 | 1,286 | 0.02% | 0.02% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 50,479 | 1,283 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PSI Advisors, LLC | History | No change | 49,405 | 1,255 | 0.29% | 0.29% | 66 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | No change | 48,855 | 1,241 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| O'Domhnaill Enterprises, Inc. | History | No change | 47,633 | 1,210 | 0.97% | 0.97% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 46,775 | 1,189 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 46,777 | 1,189 | 1.28% | 1.28% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 45,725 | 1,162 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 45,049 | 1,145 | 0.01% | 0.01% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 45,000 | 1,143 | 0.62% | 0.62% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prism Advisors, Inc. | History | No change | 44,715 | 1,136 | 0.28% | 0.28% | 74 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 44,182 | 1,123 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MEMBERS WEALTH LLC | History | No change | 43,516 | 1,106 | 0.61% | 0.61% | 76 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 42,554 | 1,081 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lantz Financial LLC | History | No change | 42,353 | 1,076 | 0.2% | 0.2% | 78 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 41,673 | 1,059 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 40,327 | 1,025 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 39,265 | 998 | 0.19% | 0.19% | 81 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 37,540 | 954 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | No change | 37,031 | 941 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crews Bank & Trust | History | No change | 35,693 | 907 | 0.12% | 0.12% | 84 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Aspen Wealth Management LLC | History | No change | 35,051 | 890 | 0.15% | 0.15% | 85 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | No change | 34,242 | 870 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 33,092 | 841 | 0.7% | 0.7% | 87 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 32,380 | 823 | 0.16% | 0.16% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Parallel Advisors, LLC | History | No change | 31,674 | 805 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,400 | 798 | 0.02% | 0.02% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 30,886 | 784 | 0.41% | 0.41% | 91 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WJ Wealth Management, LLC | History | No change | 30,182 | 767 | 0.3% | 0.3% | 92 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Curbstone Financial Management Corp | History | No change | 30,060 | 764 | 0.13% | 0.13% | 93 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Financial Advisory Corp | History | No change | 29,360 | 746 | 0.1% | 0.1% | 94 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 29,189 | 742 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 28,726 | 730 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| 10Elms LLP | History | No change | 28,194 | 716 | 0.3% | 0.3% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 27,520 | 694 | 0.01% | 0.01% | 98 | -4,316 | -13.56% | Q3 2026 | Oct 01, 2026 |
| Investment Research Partners LLC | History | No change | 25,602 | 650 | 0.22% | 0.22% | 99 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avail Investment Partners, LLC | History | No change | 25,602 | 650 | 0.5% | 0.5% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Strid Group, LLC | History | No change | 25,530 | 648 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Creative Planning | History | No change | 25,128 | 638 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 24,960 | 634 | 0.12% | 0.12% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 24,141 | 612 | 0.04% | 0.04% | 104 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SMITH, MOORE & CO. | History | No change | 23,456 | 596 | 0.04% | 0.04% | 105 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 22,945 | 583 | 0.09% | 0.09% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Modern Wealth Management, LLC | History | No change | 22,941 | 583 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 22,376 | 568 | 0.13% | 0.13% | 108 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Envision Financial Planning, LLC | History | No change | 22,280 | 566 | 0.18% | 0.18% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cove Private Wealth, LLC | History | No change | 22,000 | 559 | 0.11% | 0.11% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 21,829 | 554 | 0.03% | 0.03% | 111 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 20,676 | 525 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Foundry Financial Group, Inc. | History | No change | 20,502 | 521 | 0.23% | 0.23% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 19,685 | 500 | 0.08% | 0.08% | 114 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 17,827 | 453 | 0.2% | 0.2% | 115 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OneAscent Financial Services LLC | History | No change | 16,921 | 430 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 16,663 | 423 | 0.08% | 0.08% | 117 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 16,398 | 416 | 0.17% | 0.17% | 118 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Arax Advisory Partners | History | No change | 16,142 | 410 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 15,089 | 383 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 15,032 | 382 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 15,049 | 382 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 14,455 | 367 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 14,457 | 367 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Princeton Global Asset Management LLC | History | No change | 14,394 | 365 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 13,914 | 353 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Janney Montgomery Scott LLC | History | No change | 13,826 | 351 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 13,043 | 331 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 12,900 | 327 | 0.06% | 0.06% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balefire, LLC | History | No change | 12,879 | 327 | 0.05% | 0.05% | 130 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 12,571 | 319 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CITADEL ADVISORS LLC | History | No change | 12,473 | 317 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11,983 | 304 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Redhawk Wealth Advisors, Inc. | History | No change | 11,931 | 303 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Trust Co | History | No change | 11,841 | 301 | 0.03% | 0.03% | 135 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 11,783 | 299 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 11,408 | 289 | 0.04% | 0.04% | 137 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 11,203 | 284 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heritage Family Offices, LLP | History | No change | 11,136 | 283 | 0.11% | 0.11% | 139 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 11,136 | 283 | 0.11% | 0.11% | 140 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Klingman & Associates, LLC | History | No change | 10,960 | 278 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MONECO ADVISORS, LLC | History | No change | 10,943 | 278 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Carnegie Investment Counsel | History | No change | 10,600 | 269 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Juno Financial Group LLC | History | No change | 10,250 | 260 | 0.09% | 0.09% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Peloton Wealth Strategists | History | No change | 10,000 | 254 | 0.09% | 0.09% | 145 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 10,000 | 254 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 10,000 | 254 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ARROW FINANCIAL CORP | History | No change | 9,517 | 241 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 9,481 | 241 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CORA CAPITAL ADVISORS LLC | History | No change | 9,500 | 241 | 0.07% | 0.07% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Legacy Private Trust Co. | History | No change | 9,395 | 238 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Archford Capital Strategies, LLC | History | No change | 9,391 | 238 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Composition Wealth, LLC | History | No change | 9,322 | 236 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 9,130 | 232 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 9,099 | 231 | 0.06% | 0.06% | 155 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TPG Advisors LLC | History | No change | 9,116 | 231 | 0.13% | 0.13% | 156 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Rossmore Private Capital | History | No change | 9,071 | 230 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 9,070 | 230 | 0.06% | 0.06% | 158 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Strategic Blueprint, LLC | History | No change | 8,633 | 219 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HORAN Wealth, LLC | History | No change | 8,544 | 217 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,304 | 211 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ArborFi Advisors, LLC | History | No change | 8,320 | 211 | 0.15% | 0.15% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 8,270 | 210 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FF Advisors,LLC | History | No change | 8,249 | 209 | 0.08% | 0.08% | 164 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 8,134 | 206 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Farther Finance Advisors, LLC | History | No change | 7,701 | 195 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CNB Bank | History | No change | 7,594 | 193 | 0.08% | 0.08% | 167 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,550 | 191 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,248 | 158 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 4,975 | 126 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FMR LLC | History | No change | 4,823 | 122 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastline Trust Co | History | No change | 4,716 | 119 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Addison Advisors LLC | History | No change | 3,480 | 88 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,725 | 69 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Capital Advisory, LLC | History | No change | 2,231 | 56 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Community Financial Services Group, LLC | History | No change | 2,167 | 54 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Bullock Wealth Management Group | History | No change | 2,016 | 51 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 1,988 | 50 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HM PAYSON & CO | History | No change | 1,963 | 49 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,159 | 29 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,115 | 28 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 962 | 24 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Spire Wealth Management | History | No change | 927 | 23 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Asset Dedication, LLC | History | No change | 837 | 21 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 812 | 20 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MidFirst Bank | History | No change | 800 | 20 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BlackRock, Inc. | History | No change | 740 | 18 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthAvenue LLC | History | No change | 376 | 9 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Caldwell Trust Co | History | No change | 44 | 1 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |