iSHARES TRUST - IBMQ
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 | 2,545,675 | 65,118 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,063,596 | 52,786 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,011,284 | 25,868 | 0.24% | 0.24% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 760,012 | 19,441 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | No change | 729,690 | 18,665 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 623,294 | 15,669 | 1.24% | 1.23% | 6 | +5,536 | 0.9% | Q3 2026 | Oct 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 577,987 | 14,784 | 0.8% | 0.8% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Lido Advisors, LLC | History | No change | 550,670 | 14,086 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 543,687 | 13,907 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 532,337 | 13,617 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hills Bank & Trust Co | History | No change | 464,604 | 11,884 | 0.51% | 0.51% | 11 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 461,878 | 11,814 | 0.92% | 0.92% | 12 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LPL Financial LLC | History | No change | 445,124 | 11,386 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 436,913 | 11,176 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kathmere Capital Management, LLC | History | No change | 403,121 | 10,311 | 0.55% | 0.55% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Covington Investment Advisors Inc. | History | No change | 402,305 | 10,291 | 1.33% | 1.33% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Paradiem, LLC | History | No change | 395,462 | 10,115 | 2.18% | 2.18% | 17 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 375,297 | 9,600 | 0.35% | 0.35% | 18 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 302,556 | 7,739 | 1.34% | 1.34% | 19 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 301,334 | 7,708 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 298,060 | 7,624 | 0.1% | 0.1% | 21 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 284,461 | 7,276 | 0.4% | 0.4% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 272,284 | 6,965 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 266,886 | 6,826 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 187,694 | 4,796 | 0.03% | 0.03% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 184,153 | 4,711 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 179,513 | 4,591 | 0.22% | 0.22% | 27 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 175,777 | 4,496 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 164,866 | 4,217 | 0.26% | 0.26% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CENTRAL TRUST Co | History | No change | 154,066 | 3,941 | 0.07% | 0.07% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 145,032 | 3,709 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 142,123 | 3,635 | 0.02% | 0.02% | 32 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 132,560 | 3,390 | 0.12% | 0.12% | 33 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 127,204 | 3,253 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 126,845 | 3,244 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 123,766 | 3,165 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Financial Advisors, LLC | History | No change | 123,149 | 3,150 | 0.31% | 0.31% | 37 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 119,536 | 3,057 | 0.62% | 0.62% | 38 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | No change | 118,317 | 3,026 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 104,442 | 2,671 | 0.86% | 0.86% | 40 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atwater Malick LLC | History | No change | 101,618 | 2,599 | 0.57% | 0.57% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 100,372 | 2,567 | 0.3% | 0.3% | 42 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 99,285 | 2,539 | 0.17% | 0.17% | 43 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 87,768 | 2,245 | 0.02% | 0.02% | 44 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 87,590 | 2,240 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 87,419 | 2,236 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Financial, LLC | History | No change | 86,695 | 2,217 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 82,605 | 2,113 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SPINNAKER TRUST | History | No change | 80,729 | 2,065 | 0.1% | 0.1% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sanctuary Advisors, LLC | History | No change | 78,570 | 2,009 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 74,490 | 1,905 | 0.77% | 0.77% | 51 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Ellis Investment Partners, LLC | History | No change | 72,148 | 1,845 | 0.28% | 0.28% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 72,126 | 1,844 | 0.73% | 0.73% | 53 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 71,357 | 1,825 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RIA Advisory Group LLC | History | No change | 70,243 | 1,796 | 0.39% | 0.39% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 68,363 | 1,748 | 0.03% | 0.03% | 56 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 63,025 | 1,612 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Brookstone Capital Management | History | No change | 57,736 | 1,476 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUE Private Wealth Advisors | History | No change | 56,019 | 1,432 | 0.12% | 0.12% | 59 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 55,832 | 1,428 | 0.08% | 0.08% | 60 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 54,340 | 1,387 | 0.88% | 0.88% | 61 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Investment Advisors, LLC | History | No change | 52,576 | 1,344 | 0.02% | 0.02% | 62 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 52,596 | 1,343 | 0.18% | 0.18% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Evergreen Private Wealth LLC | History | No change | 51,630 | 1,320 | 0.49% | 0.49% | 64 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 50,029 | 1,279 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 49,500 | 1,266 | 0.68% | 0.68% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Lantz Financial LLC | History | No change | 49,307 | 1,261 | 0.23% | 0.23% | 67 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 49,154 | 1,257 | 0.09% | 0.09% | 68 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Envision Financial Planning, LLC | History | No change | 48,131 | 1,231 | 0.4% | 0.4% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 46,522 | 1,190 | 0.07% | 0.07% | 70 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mariner, LLC | History | No change | 46,358 | 1,185 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rossmore Private Capital | History | No change | 45,940 | 1,175 | 0.09% | 0.09% | 72 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 45,927 | 1,174 | 1.27% | 1.27% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 43,133 | 1,103 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 42,792 | 1,094 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PSI Advisors, LLC | History | No change | 42,300 | 1,082 | 0.25% | 0.25% | 76 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Glenview Trust Co | History | No change | 40,929 | 1,046 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 40,422 | 1,033 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 40,217 | 1,028 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Legacy Private Trust Co. | History | No change | 39,523 | 1,010 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 37,858 | 968 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crews Bank & Trust | History | No change | 37,621 | 962 | 0.13% | 0.13% | 82 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Jacobi Capital Management LLC | History | No change | 36,927 | 944 | 0.05% | 0.05% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IHT Wealth Management, LLC | History | No change | 36,736 | 939 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 35,234 | 901 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baird Financial Group, Inc. | History | No change | 35,000 | 895 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curbstone Financial Management Corp | History | No change | 34,800 | 890 | 0.15% | 0.15% | 87 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Gryphon Financial Partners LLC | History | No change | 34,485 | 882 | 0.08% | 0.08% | 88 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wick Capital Partners, LLC | History | No change | 33,664 | 861 | 0.13% | 0.13% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEMBERS WEALTH LLC | History | No change | 33,385 | 853 | 0.47% | 0.47% | 90 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HEFFERNAN ADVISORY, INC | History | No change | 33,148 | 847 | 0.71% | 0.71% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 32,552 | 832 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 32,371 | 828 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 31,969 | 817 | 0.16% | 0.16% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 31,772 | 812 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Aspen Wealth Management LLC | History | No change | 31,435 | 804 | 0.14% | 0.14% | 96 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,400 | 803 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 31,705 | 797 | 0.01% | 0.03% | 98 | -32,897 | -50.92% | Q3 2026 | Oct 01, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 30,228 | 773 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parallel Advisors, LLC | History | No change | 29,923 | 765 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 29,796 | 762 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Advisory Corp | History | No change | 29,511 | 754 | 0.1% | 0.1% | 102 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WJ Wealth Management, LLC | History | No change | 28,885 | 738 | 0.29% | 0.29% | 103 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 28,799 | 737 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 10Elms LLP | History | No change | 28,060 | 717 | 0.3% | 0.3% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 27,739 | 709 | 0.13% | 0.13% | 106 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 27,300 | 698 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 26,027 | 665 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 24,511 | 626 | 0.38% | 0.38% | 109 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Creative Planning | History | No change | 24,229 | 619 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FF Advisors,LLC | History | No change | 23,867 | 610 | 0.23% | 0.23% | 111 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Modern Wealth Management, LLC | History | No change | 23,394 | 598 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 23,077 | 590 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 22,962 | 586 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 22,586 | 578 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 22,565 | 577 | 0.09% | 0.09% | 116 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 22,563 | 577 | 0.11% | 0.11% | 117 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 22,268 | 569 | 0.13% | 0.13% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cove Private Wealth, LLC | History | No change | 22,000 | 562 | 0.11% | 0.11% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| OneAscent Financial Services LLC | History | No change | 21,962 | 561 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BETO FINANCIAL GROUP, LLC | History | No change | 21,916 | 559 | 0.29% | 0.29% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strid Group, LLC | History | No change | 21,500 | 549 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TPG Advisors LLC | History | No change | 21,049 | 538 | 0.3% | 0.3% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Carnegie Investment Counsel | History | No change | 20,100 | 514 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 19,561 | 500 | 0.08% | 0.08% | 125 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| POSTROCK PARTNERS LLC | History | No change | 19,181 | 490 | 0.2% | 0.2% | 126 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | No change | 19,153 | 489 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 18,903 | 483 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 18,323 | 468 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 17,997 | 460 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 17,321 | 443 | 0.18% | 0.18% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PFG Private Wealth Management, LLC | History | No change | 17,165 | 439 | 0.19% | 0.19% | 132 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 16,914 | 432 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 15,750 | 402 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 14,707 | 375 | 0.02% | 0.02% | 135 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 14,609 | 373 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 14,375 | 367 | 0.03% | 0.03% | 137 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Investment Research Partners LLC | History | No change | 14,156 | 362 | 0.12% | 0.12% | 138 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Avail Investment Partners, LLC | History | No change | 14,156 | 362 | 0.28% | 0.28% | 139 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 13,800 | 353 | 0.04% | 0.04% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Passive Capital Management, LLC. | History | No change | 13,803 | 353 | 0.11% | 0.11% | 141 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,533 | 346 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Peloton Wealth Strategists | History | No change | 13,000 | 333 | 0.12% | 0.12% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Balefire, LLC | History | No change | 12,843 | 328 | 0.05% | 0.05% | 144 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 12,459 | 318 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 11,918 | 304 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Trust Co | History | No change | 11,788 | 301 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 11,345 | 290 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Heritage Family Offices, LLP | History | No change | 11,073 | 283 | 0.11% | 0.11% | 149 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 11,073 | 283 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| MONECO ADVISORS, LLC | History | No change | 10,933 | 279 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 10,112 | 258 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Archford Capital Strategies, LLC | History | No change | 9,740 | 249 | 0.03% | 0.03% | 153 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Klingman & Associates, LLC | History | No change | 9,620 | 246 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Segment Wealth Management, LLC | History | No change | 9,500 | 243 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| ARROW FINANCIAL CORP | History | No change | 9,448 | 241 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 9,424 | 241 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 9,086 | 232 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 9,055 | 231 | 0.06% | 0.06% | 159 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arax Advisory Partners | History | No change | 8,886 | 227 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRIVATE TRUST CO NA | History | No change | 8,809 | 225 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meridian Wealth Management, LLC | History | No change | 8,687 | 222 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Princeton Global Asset Management LLC | History | No change | 8,633 | 220 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| HORAN Wealth, LLC | History | No change | 8,495 | 217 | 0.03% | 0.03% | 164 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Composition Wealth, LLC | History | No change | 8,271 | 211 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ArborFi Advisors, LLC | History | No change | 8,282 | 211 | 0.15% | 0.15% | 166 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NESTEGG ADVISORS, INC. | History | No change | 8,264 | 211 | 0.15% | 0.15% | 167 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Beaumont Asset Management, L.L.C. | History | No change | 8,030 | 205 | 0.08% | 0.08% | 168 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthspire Advisors, LLC | History | No change | 7,819 | 200 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CNB Bank | History | No change | 7,637 | 195 | 0.08% | 0.08% | 170 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Elequin Capital, LP | History | No change | 7,228 | 184 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 6,761 | 172 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | No change | 6,378 | 163 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Key FInancial Inc | History | No change | 5,200 | 133 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bank of New Hampshire | History | No change | 3,770 | 96 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Addison Advisors LLC | History | No change | 3,360 | 85 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,028 | 77 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Community Financial Services Group, LLC | History | No change | 2,939 | 75 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,748 | 70 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,738 | 70 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,725 | 69 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Capital Advisory, LLC | History | No change | 2,217 | 56 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bullock Wealth Management Group | History | No change | 2,007 | 51 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| HM PAYSON & CO | History | No change | 1,949 | 49 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,794 | 45 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 1,570 | 40 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 1,555 | 39 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,026 | 26 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MidFirst Bank | History | No change | 1,000 | 25 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 828 | 21 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Dedication, LLC | History | No change | 803 | 20 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Allworth Financial LP | History | No change | 813 | 20 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BlackRock, Inc. | History | No change | 590 | 15 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NorthAvenue LLC | History | No change | 387 | 9 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 135 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Caldwell Trust Co | History | No change | 40 | 1 | 0.0% | 0.0% | 196 | 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 |