iSHARES TRUST - IBTG
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.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| HM PAYSON & CO | History | No change | 5,657,354 | 129,496 | 1.72% | 1.72% | 1 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,303,932 | 98,517 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,991,582 | 91,367 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCoast Asset Management LLC | History | No change | 3,459,551 | 79,189 | 1.75% | 1.75% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,698,260 | 61,763 | 0.18% | 0.18% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LPL Financial LLC | History | No change | 2,504,018 | 57,316 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,437,085 | 55,784 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,394,076 | 54,800 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Investment Advisors, LLC | History | No change | 2,337,874 | 53,513 | 0.7% | 0.7% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 1,924,924 | 44,061 | 1.63% | 1.63% | 10 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,908,680 | 43,694 | 0.24% | 0.24% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Advisory Corp | History | No change | 1,591,146 | 36,421 | 4.83% | 4.83% | 12 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,590,845 | 36,414 | 0.24% | 0.24% | 13 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| SUMMITRY LLC | History | No change | 1,554,803 | 35,589 | 1.17% | 1.17% | 14 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | No change | 1,538,030 | 35,205 | 0.23% | 0.23% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| UBS Group AG | History | No change | 1,477,091 | 33,810 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,411,233 | 32,303 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,386,313 | 31,732 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,274,142 | 29,165 | 0.16% | 0.16% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 1,020,698 | 23,363 | 0.31% | 0.31% | 20 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Krilogy Financial LLC | History | No change | 993,197 | 22,734 | 0.67% | 0.67% | 21 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneAscent Financial Services LLC | History | No change | 911,609 | 20,866 | 1.0% | 1.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Horizon Advisory Services, Inc. | History | No change | 897,318 | 20,539 | 8.64% | 8.64% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MKT Advisors LLC | History | No change | 809,577 | 18,490 | 5.75% | 5.75% | 24 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Carnegie Investment Counsel | History | No change | 775,246 | 17,745 | 0.36% | 0.36% | 25 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Apella Capital, LLC | History | No change | 738,612 | 16,869 | 0.24% | 0.24% | 26 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 730,648 | 16,724 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 711,891 | 16,299 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 703,839 | 16,110 | 1.43% | 1.43% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 702,959 | 16,090 | 0.16% | 0.16% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Denver PWM, LLC | History | No change | 692,276 | 15,825 | 5.18% | 5.18% | 31 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| CreativeOne Wealth, LLC | History | No change | 635,300 | 14,542 | 0.31% | 0.31% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 626,984 | 14,351 | 2.76% | 2.76% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Delta Wealth Advisors LLC | History | No change | 583,557 | 13,357 | 9.54% | 9.54% | 34 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 559,719 | 12,811 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JPMORGAN CHASE & CO | History | No change | 512,575 | 11,732 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 511,804 | 11,714 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 506,882 | 11,602 | 0.18% | 0.18% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 495,686 | 11,346 | 4.43% | 4.43% | 39 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 493,201 | 11,289 | 0.52% | 0.52% | 40 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 489,313 | 11,200 | 0.42% | 0.42% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 485,021 | 11,102 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 480,912 | 11,008 | 1.01% | 1.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 465,346 | 10,651 | 0.58% | 0.58% | 44 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 456,059 | 10,439 | 0.05% | 0.05% | 45 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 430,268 | 9,848 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 420,723 | 9,630 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Asset Dedication, LLC | History | No change | 401,238 | 9,184 | 0.58% | 0.58% | 48 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BIP Wealth, LLC | History | No change | 398,667 | 9,125 | 0.26% | 0.26% | 49 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 393,713 | 9,012 | 1.77% | 1.77% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 392,166 | 8,977 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mariner, LLC | History | No change | 390,157 | 8,930 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 380,451 | 8,708 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 376,752 | 8,623 | 0.58% | 0.58% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 376,204 | 8,611 | 0.21% | 0.21% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JANE STREET GROUP, LLC | History | No change | 342,593 | 7,841 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 342,428 | 7,838 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 339,954 | 7,781 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 333,675 | 7,630 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 327,147 | 7,488 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REBALANCE, LLC | History | No change | 288,882 | 6,612 | 0.35% | 0.35% | 61 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Juno Financial Group LLC | History | No change | 271,652 | 6,218 | 2.2% | 2.2% | 62 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 264,827 | 6,061 | 0.1% | 0.1% | 63 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CENTRAL TRUST Co | History | No change | 254,755 | 5,831 | 0.11% | 0.11% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Belpointe Asset Management LLC | History | No change | 247,521 | 5,665 | 0.19% | 0.19% | 65 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 228,759 | 5,236 | 0.19% | 0.19% | 66 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Trinity Wealth Management, LLC | History | No change | 221,872 | 5,078 | 1.61% | 1.61% | 67 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| MAI Capital Management | History | No change | 219,815 | 5,031 | 0.02% | 0.02% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 218,579 | 5,003 | 0.34% | 0.34% | 69 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| PSI Advisors, LLC | History | No change | 209,262 | 4,790 | 1.11% | 1.11% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Archer Investment Corp | History | No change | 208,043 | 4,762 | 0.94% | 0.94% | 71 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sound View Wealth Advisors Group, LLC | History | No change | 201,456 | 4,611 | 0.29% | 0.29% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 200,009 | 4,578 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 186,919 | 4,278 | 0.44% | 0.44% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 183,636 | 4,203 | 1.02% | 1.02% | 75 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 178,350 | 4,082 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Valmark Advisers, Inc. | History | No change | 174,475 | 3,993 | 0.04% | 0.04% | 77 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 173,545 | 3,972 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Americana Partners, LLC | History | No change | 167,624 | 3,836 | 0.09% | 0.09% | 79 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | No change | 166,312 | 3,806 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 159,163 | 3,643 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 155,612 | 3,561 | 0.13% | 0.13% | 82 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Brookstone Capital Management | History | No change | 152,013 | 3,479 | 0.03% | 0.03% | 83 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lantz Financial LLC | History | No change | 151,949 | 3,478 | 0.64% | 0.64% | 84 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Creative Planning | History | No change | 151,654 | 3,471 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BAILARD, INC. | History | No change | 148,872 | 3,407 | 0.07% | 0.07% | 86 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Gradient Investments LLC | History | No change | 141,116 | 3,230 | 0.04% | 0.04% | 87 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | History | No change | 135,073 | 3,091 | 2.25% | 2.25% | 88 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cetera Investment Advisers | History | No change | 133,965 | 3,066 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 133,677 | 3,059 | 0.04% | 0.04% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| True Link Financial Advisors, LLC | History | No change | 127,979 | 2,929 | 0.17% | 0.17% | 91 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GTS SECURITIES LLC | History | No change | 127,430 | 2,916 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 122,417 | 2,793 | 0.55% | 0.55% | 93 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Allworth Financial LP | History | No change | 117,696 | 2,694 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Atria Investments, Inc | History | No change | 117,535 | 2,690 | 0.03% | 0.03% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 116,619 | 2,664 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Centennial Advisors, LLC | History | No change | 115,612 | 2,646 | 3.16% | 3.16% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | No change | 114,858 | 2,629 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 113,843 | 2,605 | 1.57% | 1.57% | 99 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Csenge Advisory Group | History | No change | 112,653 | 2,578 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 108,570 | 2,485 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 108,332 | 2,479 | 0.18% | 0.18% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Crestmont Private Wealth LLC | History | No change | 106,221 | 2,431 | 0.68% | 0.68% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 93,996 | 2,151 | 0.34% | 0.34% | 104 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TFR Capital, LLC. | History | No change | 93,643 | 2,143 | 0.6% | 0.6% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 92,919 | 2,126 | 0.67% | 0.67% | 106 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 92,716 | 2,122 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Advisory Services, LLC | History | No change | 91,551 | 2,095 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Montecito Bank & Trust | History | No change | 90,074 | 2,060 | 0.31% | 0.31% | 109 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| Pathstone Holdings, LLC | History | No change | 89,775 | 2,054 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 89,356 | 2,045 | 0.25% | 0.25% | 111 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sunbeam Capital Management, LLC | History | No change | 89,380 | 2,045 | 0.93% | 0.93% | 112 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFP Advisors, Inc | History | No change | 87,293 | 1,998 | 0.04% | 0.04% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Equitable Holdings, Inc. | History | No change | 86,586 | 1,981 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Northstar Group, Inc. | History | No change | 86,495 | 1,979 | 0.25% | 0.25% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 85,078 | 1,947 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Compound Planning, Inc. | History | No change | 84,816 | 1,941 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 83,084 | 1,902 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 81,564 | 1,866 | 0.05% | 0.05% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 80,617 | 1,845 | 0.11% | 0.11% | 120 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hughes Financial Services, LLC | History | No change | 80,018 | 1,831 | 0.24% | 0.24% | 121 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 79,889 | 1,828 | 0.21% | 0.21% | 122 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 79,434 | 1,818 | 0.7% | 0.7% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 75,363 | 1,725 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Black Swift Group, LLC | History | No change | 73,595 | 1,684 | 0.24% | 0.24% | 125 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 72,602 | 1,661 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Probity Advisors, Inc. | History | No change | 71,811 | 1,643 | 0.23% | 0.23% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 69,628 | 1,594 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 68,295 | 1,563 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steelhead Wealth Management LLC | History | No change | 67,379 | 1,542 | 0.62% | 0.62% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Reliant Wealth Planning | History | No change | 64,822 | 1,483 | 0.41% | 0.41% | 131 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 63,514 | 1,453 | 0.17% | 0.17% | 132 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heartland Bank & Trust Co | History | No change | 63,074 | 1,443 | 0.3% | 0.3% | 133 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 61,500 | 1,407 | 0.1% | 0.1% | 134 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 60,957 | 1,395 | 0.65% | 0.65% | 135 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Trust Co | History | No change | 60,343 | 1,381 | 0.12% | 0.12% | 136 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 60,164 | 1,377 | 0.25% | 0.25% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 57,906 | 1,325 | 0.03% | 0.03% | 138 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Faithward Advisors, LLC | History | No change | 56,154 | 1,285 | 0.16% | 0.16% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Summit Wealth Partners, LLC | History | No change | 55,813 | 1,277 | 0.18% | 0.18% | 140 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Essential Planning, LLC. | History | No change | 54,816 | 1,254 | 0.35% | 0.35% | 141 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Compass Ion Advisors, LLC | History | No change | 52,270 | 1,196 | 0.1% | 0.1% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCS Capital Management LLC | History | No change | 51,719 | 1,183 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Old Port Advisors | History | No change | 51,552 | 1,180 | 0.23% | 0.23% | 144 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| High Note Wealth, LLC | History | No change | 49,207 | 1,126 | 0.19% | 0.19% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 49,169 | 1,122 | 0.07% | 0.07% | 146 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 48,821 | 1,117 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 48,281 | 1,105 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rossmore Private Capital | History | No change | 48,047 | 1,099 | 0.09% | 0.09% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Merit Financial Group, LLC | History | No change | 47,896 | 1,096 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 47,797 | 1,094 | 0.31% | 0.31% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 47,500 | 1,087 | 1.17% | 1.17% | 152 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DAVENPORT & Co LLC | History | No change | 46,696 | 1,068 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 44,657 | 1,022 | 0.05% | 0.05% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Great Diamond Partners, LLC | History | No change | 44,471 | 1,017 | 0.17% | 0.17% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | No change | 42,438 | 968 | 0.64% | 0.64% | 156 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Madden Advisory Services, Inc. | History | No change | 40,142 | 918 | 0.33% | 0.33% | 157 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Element Wealth, LLC | History | No change | 38,525 | 881 | 0.33% | 0.33% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Foundry Financial Group, Inc. | History | No change | 36,835 | 843 | 0.36% | 0.36% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Straight Path Wealth Management | History | No change | 35,770 | 818 | 0.19% | 0.19% | 160 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 35,523 | 813 | 0.14% | 0.14% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Schuylkill Financial LLC | History | No change | 34,139 | 781 | 0.72% | 0.72% | 162 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 33,775 | 773 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 33,103 | 757 | 0.15% | 0.15% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 32,503 | 743 | 0.3% | 0.3% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 32,381 | 741 | 0.12% | 0.12% | 166 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prosperity Planning, Inc. | History | No change | 31,844 | 728 | 0.17% | 0.17% | 167 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 31,782 | 727 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Financial Group, LLC | History | No change | 30,598 | 700 | 0.22% | 0.22% | 169 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 30,065 | 688 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 29,894 | 684 | 0.05% | 0.05% | 171 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pure Financial Advisors, LLC | History | No change | 28,950 | 662 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 28,766 | 658 | 0.22% | 0.22% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | No change | 27,865 | 637 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Swan Global Investments, LLC | History | No change | 27,118 | 620 | 0.02% | 0.02% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TABLEAUX LLC | History | No change | 26,971 | 617 | 0.26% | 0.26% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 26,555 | 607 | 0.1% | 0.1% | 177 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 26,495 | 606 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 26,061 | 596 | 0.11% | 0.11% | 179 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Modern Wealth Management, LLC | History | No change | 25,420 | 581 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 25,125 | 575 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ellis Investment Partners, LLC | History | No change | 24,120 | 552 | 0.08% | 0.08% | 182 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 24,062 | 550 | 0.22% | 0.22% | 183 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 23,920 | 547 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 23,722 | 542 | 0.09% | 0.09% | 185 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lifeworks Advisors, LLC | History | No change | 22,927 | 524 | 0.05% | 0.05% | 186 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 22,691 | 519 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 22,531 | 515 | 0.2% | 0.2% | 188 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MATHER GROUP, LLC. | History | No change | 21,905 | 501 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 21,681 | 496 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Gilbert & Cook, Inc. | History | No change | 21,655 | 495 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | No change | 21,412 | 490 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 21,263 | 486 | 0.27% | 0.27% | 193 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 21,000 | 480 | 0.01% | 0.01% | 194 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 20,668 | 473 | 0.11% | 0.11% | 195 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 20,610 | 471 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 20,435 | 467 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 20,387 | 466 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 20,397 | 466 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 20,081 | 459 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 19,944 | 456 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quantinno Capital Management LP | History | No change | 19,659 | 449 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 19,243 | 440 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | No change | 19,192 | 439 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chesley Taft & Associates LLC | History | No change | 18,600 | 425 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Kovack Advisors, Inc. | History | No change | 18,599 | 425 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 18,173 | 415 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 17,921 | 410 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 17,426 | 398 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independent Advisor Alliance | History | No change | 17,356 | 397 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 17,266 | 395 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 17,047 | 389 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 16,466 | 376 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| World Investment Advisors | History | No change | 16,413 | 376 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 16,386 | 375 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kestra Investment Management, LLC | History | No change | 16,113 | 368 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| River Street Advisors LLC | History | No change | 16,000 | 366 | 0.11% | 0.11% | 217 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Opus Capital Group, LLC | History | No change | 15,457 | 354 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Heartwood Wealth Advisors LLC | History | No change | 15,491 | 354 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Crews Bank & Trust | History | No change | 15,340 | 351 | 0.05% | 0.05% | 220 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 14,700 | 336 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Towne Trust Company, N.A | History | No change | 14,500 | 331 | 0.1% | 0.1% | 222 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| IFG Advisory, LLC | History | No change | 14,480 | 331 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alessandra Capital Management, LLC | History | No change | 14,500 | 331 | 0.23% | 0.23% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 14,350 | 328 | 0.13% | 0.13% | 225 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 14,288 | 327 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Stonebridge Financial Group, LLC | History | Reduced | 14,285 | 326 | 0.02% | 0.03% | 227 | -3,799 | -21.01% | Q3 2026 | Oct 01, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 14,211 | 325 | 0.09% | 0.09% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Decker Wealth Management LLC | History | No change | 14,070 | 322 | 0.07% | 0.07% | 229 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NOVEM GROUP | History | No change | 13,944 | 319 | 0.03% | 0.03% | 230 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 13,915 | 318 | 0.22% | 0.22% | 231 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 13,843 | 317 | 0.04% | 0.04% | 232 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,801 | 315 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisor OS, LLC | History | No change | 13,259 | 303 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Autumn Glory Partners, LLC | History | No change | 13,243 | 303 | 0.09% | 0.09% | 235 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 12,870 | 294 | 0.02% | 0.02% | 236 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 12,588 | 288 | 0.06% | 0.06% | 237 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MONECO ADVISORS, LLC | History | No change | 12,588 | 288 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 12,488 | 285 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Princeton Global Asset Management LLC | History | No change | 12,230 | 279 | 0.04% | 0.04% | 240 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 12,203 | 279 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| McLean Asset Management Corp | History | No change | 12,019 | 275 | 0.04% | 0.04% | 242 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 11,845 | 271 | 0.01% | 0.01% | 243 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hills Bank & Trust Co | History | No change | 11,827 | 270 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Keeler Thomas Management LLC | History | No change | 11,699 | 267 | 0.09% | 0.09% | 245 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Apollon Wealth Management, LLC | History | No change | 11,635 | 266 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 11,391 | 260 | 0.11% | 0.11% | 247 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 11,342 | 259 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Unified Investment Management | History | No change | 11,323 | 259 | 0.24% | 0.24% | 249 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,264 | 257 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 11,213 | 256 | 0.05% | 0.05% | 251 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Parallel Advisors, LLC | History | No change | 11,144 | 255 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| StoneX Group Inc. | History | No change | 11,045 | 252 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Highland Financial Advisors, LLC | History | No change | 11,027 | 252 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 11,000 | 251 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DAVIS R M INC | History | No change | 10,969 | 251 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 10,930 | 250 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kastel Capital Advisors, LLC | History | No change | 10,899 | 249 | 0.16% | 0.16% | 258 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cooper Financial Group | History | No change | 10,650 | 243 | 0.02% | 0.02% | 259 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| HANOVER ADVISORS INC | History | No change | 10,522 | 240 | 0.09% | 0.09% | 260 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Guidance Point Advisors, LLC | History | No change | 10,482 | 239 | 0.05% | 0.05% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 10,420 | 238 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Savant Capital, LLC | History | No change | 9,987 | 228 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Composition Wealth, LLC | History | No change | 9,731 | 222 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 9,593 | 219 | 0.12% | 0.12% | 265 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mascoma Wealth Management LLC | History | No change | 9,544 | 218 | 0.04% | 0.04% | 266 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Essex Bank | History | No change | 9,522 | 217 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Berger Financial Group, Inc | History | No change | 9,495 | 217 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Focus Financial Network, Inc. | History | No change | 9,328 | 213 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 9,260 | 211 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | No change | 9,179 | 210 | 0.09% | 0.09% | 271 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VestGen Advisors, LLC | History | No change | 9,009 | 206 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 8,961 | 205 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 8,947 | 204 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IHT Wealth Management, LLC | History | No change | 8,942 | 204 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 8,834 | 202 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,275 | 166 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 7,138 | 163 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 7,096 | 162 | 0.09% | 0.09% | 279 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| United Community Bank | History | No change | 5,715 | 130 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 5,305 | 121 | 0.08% | 0.08% | 281 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 5,305 | 121 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Black Cypress Capital Management, LLC | History | No change | 5,100 | 116 | 0.08% | 0.08% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 5,103 | 116 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 4,525 | 103 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 4,430 | 101 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 4,078 | 93 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CNB Bank | History | No change | 4,094 | 93 | 0.04% | 0.04% | 288 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Costello Asset Management, INC | History | No change | 3,991 | 91 | 0.03% | 0.03% | 289 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,750 | 85 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| 10Elms LLP | History | No change | 3,716 | 85 | 0.04% | 0.04% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthAvenue LLC | History | No change | 3,151 | 72 | 0.05% | 0.05% | 292 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 3,096 | 70 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Bogart Wealth, LLC | History | No change | 2,976 | 68 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NBH Bank | History | No change | 2,679 | 61 | 0.03% | 0.03% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longview Financial Advisors LLC | History | No change | 2,468 | 56 | 0.03% | 0.03% | 296 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| TD Capital Management LLC | History | No change | 2,116 | 48 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Trust, LLC | History | No change | 2,009 | 45 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MCF Advisors LLC | History | No change | 1,713 | 39 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,690 | 38 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |