iSHARES TRUST - IBMR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 1,740,491 | 44,191 | 0.05% | 0.05% | 1 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,706,589 | 43,330 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,006,875 | 25,564 | 0.24% | 0.24% | 3 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HighTower Advisors, LLC | History | No change | 736,560 | 18,701 | 0.02% | 0.02% | 4 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 520,275 | 13,209 | 0.72% | 0.72% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 438,879 | 11,143 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 423,777 | 10,759 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Paradiem, LLC | History | No change | 396,376 | 10,063 | 2.17% | 2.17% | 8 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Kathmere Capital Management, LLC | History | No change | 347,332 | 8,818 | 0.47% | 0.47% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Lido Advisors, LLC | History | No change | 338,574 | 8,596 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Covington Investment Advisors Inc. | History | No change | 319,610 | 8,115 | 1.05% | 1.05% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 281,078 | 7,136 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 266,224 | 6,759 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 262,751 | 6,671 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Praetorian Wealth Management, Inc. | History | No change | 253,195 | 6,428 | 1.11% | 1.11% | 15 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 250,503 | 6,360 | 0.08% | 0.08% | 16 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UBS Group AG | History | No change | 233,264 | 5,922 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 197,333 | 5,010 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 185,667 | 4,708 | 0.03% | 0.03% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 175,874 | 4,465 | 0.21% | 0.21% | 20 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 171,140 | 4,345 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kesler, Norman & Wride, LLC | History | No change | 165,926 | 3,842 | 0.61% | 0.61% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Odyssey Group, LLC | History | No change | 141,310 | 3,587 | 0.97% | 0.97% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 135,517 | 3,440 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 134,931 | 3,425 | 0.12% | 0.12% | 25 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ASSETMARK, INC | History | No change | 133,266 | 3,383 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CENTRAL TRUST Co | History | No change | 131,688 | 3,343 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | No change | 142,624 | 3,303 | 2.4% | 2.4% | 28 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 119,718 | 3,039 | 0.62% | 0.62% | 29 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 115,242 | 2,925 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ROYAL BANK OF CANADA | History | No change | 113,280 | 2,876 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkway Wealth Management Group, LLC | History | No change | 100,692 | 2,556 | 0.3% | 0.3% | 32 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | No change | 99,608 | 2,529 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 95,506 | 2,424 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 92,949 | 2,359 | 0.09% | 0.09% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 88,291 | 2,241 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | No change | 84,962 | 2,157 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 87,116 | 2,154 | 0.04% | 0.03% | 38 | -364 | -0.42% | Q3 2026 | Oct 01, 2026 |
| Cetera Investment Advisers | History | No change | 82,839 | 2,103 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Valmark Advisers, Inc. | History | No change | 82,750 | 2,101 | 0.02% | 0.02% | 40 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 81,260 | 2,063 | 0.11% | 0.11% | 41 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 78,598 | 1,995 | 0.02% | 0.02% | 42 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 77,650 | 1,971 | 0.12% | 0.12% | 43 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 75,855 | 1,925 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SPINNAKER TRUST | History | No change | 74,499 | 1,891 | 0.09% | 0.09% | 45 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 73,068 | 1,855 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ellis Investment Partners, LLC | History | No change | 72,517 | 1,841 | 0.28% | 0.28% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hills Bank & Trust Co | History | No change | 72,120 | 1,831 | 0.08% | 0.08% | 48 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 70,078 | 1,779 | 0.7% | 0.7% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RIA Advisory Group LLC | History | No change | 68,631 | 1,742 | 0.38% | 0.38% | 50 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Curbstone Financial Management Corp | History | No change | 66,170 | 1,680 | 0.29% | 0.29% | 51 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NewEdge Advisors, LLC | History | No change | 63,985 | 1,624 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TRUE Private Wealth Advisors | History | No change | 63,570 | 1,614 | 0.14% | 0.14% | 53 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 62,894 | 1,596 | 0.65% | 0.65% | 54 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brookstone Capital Management | History | No change | 58,090 | 1,474 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 51,487 | 1,302 | 0.17% | 0.17% | 56 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Godshalk Welsh Capital Management, Inc. | History | No change | 48,500 | 1,231 | 0.66% | 0.66% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rossmore Private Capital | History | No change | 47,408 | 1,203 | 0.1% | 0.1% | 58 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 46,789 | 1,187 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Elequin Capital, LP | History | No change | 46,216 | 1,173 | 0.03% | 0.03% | 60 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 44,807 | 1,137 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envision Financial Planning, LLC | History | No change | 44,351 | 1,126 | 0.37% | 0.37% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MEMBERS WEALTH LLC | History | No change | 44,171 | 1,121 | 0.61% | 0.61% | 63 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 43,157 | 1,095 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| FF Advisors,LLC | History | No change | 42,640 | 1,082 | 0.41% | 0.41% | 65 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Capital Investment Advisors, LLC | History | No change | 41,892 | 1,063 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Jacobi Capital Management LLC | History | No change | 37,128 | 942 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| 10Elms LLP | History | No change | 34,600 | 878 | 0.37% | 0.37% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 33,371 | 847 | 0.09% | 0.09% | 69 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Roof Eidam Maycock Peralta, LLC | History | No change | 33,100 | 840 | 0.17% | 0.17% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 33,100 | 840 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 32,715 | 830 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 31,792 | 807 | 0.06% | 0.06% | 73 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Snowden Capital Advisors LLC | History | No change | 31,000 | 787 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspen Wealth Management LLC | History | No change | 29,757 | 755 | 0.13% | 0.13% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | No change | 28,905 | 733 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parallel Advisors, LLC | History | No change | 28,227 | 716 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 27,847 | 707 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CITADEL ADVISORS LLC | History | No change | 26,531 | 673 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Creative Planning | History | No change | 26,384 | 669 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Advisory Corp | History | No change | 26,067 | 661 | 0.09% | 0.09% | 81 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 25,809 | 655 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| OneAscent Financial Services LLC | History | No change | 23,299 | 591 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SMITH, MOORE & CO. | History | No change | 23,253 | 590 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 23,134 | 586 | 0.04% | 0.04% | 85 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Modern Wealth Management, LLC | History | No change | 22,604 | 573 | 0.01% | 0.01% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strid Group, LLC | History | No change | 21,500 | 545 | 0.06% | 0.06% | 87 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Newman Dignan & Sheerar, Inc. | History | No change | 20,342 | 516 | 0.1% | 0.1% | 88 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Paradigm, Strategies in Wealth Management, LLC | History | No change | 20,170 | 512 | 0.31% | 0.31% | 89 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 19,673 | 499 | 0.16% | 0.16% | 90 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sovereign Financial Group, Inc. | History | No change | 19,654 | 499 | 0.08% | 0.08% | 91 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Atwater Malick LLC | History | No change | 19,265 | 489 | 0.11% | 0.11% | 92 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV | History | No change | 19,104 | 485 | 0.11% | 0.11% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Glenview Trust Co | History | No change | 19,019 | 482 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Crews Bank & Trust | History | No change | 18,125 | 460 | 0.06% | 0.06% | 95 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Carnegie Investment Counsel | History | No change | 16,000 | 406 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PSI Advisors, LLC | History | No change | 13,800 | 350 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 13,583 | 344 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 13,491 | 342 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Klingman & Associates, LLC | History | No change | 13,490 | 342 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wick Capital Partners, LLC | History | No change | 13,428 | 340 | 0.05% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 13,276 | 337 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 12,764 | 323 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EP Wealth Advisors, LLC | History | No change | 12,032 | 305 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Trust Co | History | No change | 11,863 | 301 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 11,700 | 297 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 11,516 | 292 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Heritage Family Offices, LLP | History | No change | 11,117 | 282 | 0.11% | 0.11% | 108 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | No change | 11,117 | 282 | 0.11% | 0.11% | 109 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 10,940 | 277 | 0.04% | 0.04% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 10,550 | 267 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Archford Capital Strategies, LLC | History | No change | 10,407 | 264 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PGIM Custom Harvest LLC | History | No change | 9,858 | 250 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Daviman Financial, LLC | History | No change | 9,743 | 247 | 0.14% | 0.14% | 114 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Segment Wealth Management, LLC | History | No change | 9,720 | 246 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Foundry Financial Group, Inc. | History | No change | 9,393 | 238 | 0.1% | 0.1% | 116 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 9,115 | 231 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 8,759 | 222 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WealthBridge Capital Management, LLC | History | No change | 8,772 | 222 | 0.04% | 0.04% | 119 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 8,686 | 220 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HORAN Wealth, LLC | History | No change | 8,553 | 217 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 26, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 8,333 | 211 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 8,023 | 203 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TPG Advisors LLC | History | No change | 8,013 | 203 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 7,977 | 202 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Quantinno Capital Management LP | History | No change | 7,920 | 201 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Princeton Global Asset Management LLC | History | No change | 5,145 | 130 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FMR LLC | History | No change | 4,240 | 107 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 4,018 | 102 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Addison Advisors LLC | History | No change | 3,395 | 86 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MidFirst Bank | History | No change | 3,100 | 78 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,048 | 77 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,670 | 67 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,505 | 63 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 2,250 | 57 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| American Capital Advisory, LLC | History | No change | 2,219 | 56 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Bullock Wealth Management Group | History | No change | 2,025 | 51 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,810 | 45 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Archer Investment Corp | History | No change | 1,123 | 28 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Noble Wealth Management PBC | History | No change | 1,100 | 27 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Community Financial Services Group, LLC | History | No change | 986 | 24 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| AlphaCore Capital LLC | History | No change | 870 | 20 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 720 | 18 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BlackRock, Inc. | History | No change | 151 | 3 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |