iSHARES TRUST - IBTH
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 | 6,611,440 | 147,897 | 1.96% | 1.96% | 1 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 4,312,834 | 96,478 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 3,823,870 | 85,539 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthCoast Asset Management LLC | History | No change | 3,259,854 | 72,922 | 1.62% | 1.62% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 2,943,106 | 65,837 | 2.22% | 2.22% | 5 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,688,763 | 60,147 | 0.07% | 0.07% | 6 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| NewEdge Advisors, LLC | History | No change | 2,039,948 | 45,633 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 2,024,159 | 45,280 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,991,715 | 44,554 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 1,921,980 | 42,994 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,771,083 | 39,619 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,694,910 | 37,915 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 1,669,909 | 37,355 | 0.37% | 0.37% | 13 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,569,360 | 35,095 | 0.19% | 0.19% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,559,602 | 34,888 | 0.23% | 0.23% | 15 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 1,548,074 | 34,630 | 1.9% | 1.9% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 1,433,973 | 32,077 | 1.19% | 1.19% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,383,002 | 30,937 | 0.2% | 0.2% | 18 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Financial Advisory Corp | History | No change | 1,331,948 | 29,795 | 3.95% | 3.95% | 19 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Focus Partners Wealth | History | No change | 1,213,988 | 27,156 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 1,182,623 | 26,455 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,075,530 | 24,059 | 0.24% | 0.24% | 22 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 980,870 | 21,942 | 0.29% | 0.29% | 23 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Capital Investment Advisors, LLC | History | No change | 891,306 | 19,938 | 0.26% | 0.26% | 24 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Journey Advisory Group, LLC | History | No change | 853,470 | 19,092 | 1.46% | 1.46% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Carnegie Investment Counsel | History | No change | 840,789 | 18,808 | 0.38% | 0.38% | 26 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FULTON BANK, N.A. | History | No change | 839,816 | 18,786 | 0.57% | 0.57% | 27 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| MKT Advisors LLC | History | No change | 840,464 | 18,754 | 5.83% | 5.83% | 28 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OneAscent Financial Services LLC | History | No change | 828,598 | 18,535 | 0.89% | 0.89% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Denver PWM, LLC | History | No change | 820,926 | 18,360 | 6.0% | 6.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 749,601 | 16,768 | 1.54% | 1.54% | 31 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 732,064 | 16,376 | 1.1% | 1.1% | 32 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Merit Financial Group, LLC | History | No change | 712,385 | 15,936 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BIP Wealth, LLC | History | No change | 666,092 | 14,900 | 0.42% | 0.42% | 34 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 639,970 | 14,320 | 0.02% | 0.02% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 627,252 | 14,031 | 0.41% | 0.41% | 36 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ROYAL BANK OF CANADA | History | No change | 608,435 | 13,610 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 603,080 | 13,490 | 1.2% | 1.2% | 38 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 586,420 | 13,118 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 564,719 | 12,632 | 4.94% | 4.94% | 40 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 559,196 | 12,509 | 0.02% | 0.02% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 500,585 | 11,198 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 486,876 | 10,891 | 4.27% | 4.27% | 43 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| McGuire Investment Group, LLC | History | No change | 451,068 | 10,090 | 0.88% | 0.88% | 44 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Apella Capital, LLC | History | No change | 440,843 | 9,837 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Baird Financial Group, Inc. | History | No change | 423,295 | 9,469 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 410,436 | 9,181 | 1.17% | 1.17% | 47 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 401,407 | 8,979 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Delta Wealth Advisors LLC | History | No change | 376,171 | 8,414 | 6.01% | 6.01% | 49 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hilltop Holdings Inc. | History | No change | 375,375 | 8,397 | 0.65% | 0.65% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 363,748 | 8,137 | 4.84% | 4.84% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Northstar Group, Inc. | History | No change | 347,587 | 7,775 | 1.0% | 1.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 335,892 | 7,513 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 333,212 | 7,453 | 0.11% | 0.11% | 54 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Janney Montgomery Scott LLC | History | No change | 329,160 | 7,363 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 325,758 | 7,279 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Flavin Financial Services, Inc. | History | No change | 322,566 | 7,215 | 4.11% | 4.11% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 313,050 | 7,002 | 1.37% | 1.37% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REBALANCE, LLC | History | No change | 299,656 | 6,703 | 0.35% | 0.35% | 59 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 299,077 | 6,690 | 0.82% | 0.82% | 60 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 284,746 | 6,369 | 0.01% | 0.01% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 281,963 | 6,308 | 0.38% | 0.38% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 259,828 | 5,812 | 0.21% | 0.21% | 63 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Asset Dedication, LLC | History | No change | 259,757 | 5,810 | 0.37% | 0.37% | 64 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 241,746 | 5,407 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 234,473 | 5,245 | 0.54% | 0.54% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Belpointe Asset Management LLC | History | No change | 227,308 | 5,084 | 0.17% | 0.17% | 67 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 224,438 | 5,020 | 0.03% | 0.03% | 68 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRUE Private Wealth Advisors | History | No change | 222,052 | 4,967 | 0.43% | 0.43% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 202,090 | 4,520 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 200,311 | 4,480 | 0.31% | 0.31% | 71 | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 197,699 | 4,422 | 2.71% | 2.71% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 195,308 | 4,369 | 1.06% | 1.06% | 73 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cetera Investment Advisers | History | No change | 187,968 | 4,204 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 179,261 | 4,010 | 0.07% | 0.07% | 75 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Valmark Advisers, Inc. | History | No change | 176,939 | 3,958 | 0.04% | 0.04% | 76 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Portland Global Advisors LLC | History | No change | 173,463 | 3,880 | 0.37% | 0.37% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | No change | 166,071 | 3,715 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SIGNATUREFD, LLC | History | No change | 158,606 | 3,548 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Lantz Financial LLC | History | No change | 153,534 | 3,434 | 0.63% | 0.63% | 80 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 152,629 | 3,406 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 149,193 | 3,337 | 0.07% | 0.07% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Allworth Financial LP | History | No change | 147,253 | 3,294 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Old Port Advisors | History | No change | 147,267 | 3,294 | 0.65% | 0.65% | 84 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 141,960 | 3,175 | 0.11% | 0.11% | 85 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 141,398 | 3,163 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cornerstone Planning, LLC | History | No change | 140,835 | 3,150 | 0.73% | 0.73% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Gradient Investments LLC | History | No change | 139,414 | 3,118 | 0.04% | 0.04% | 88 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Legacy Private Trust Co. | History | Reduced | 138,347 | 3,087 | 0.17% | 0.21% | 89 | -32,581 | -19.06% | Q3 2026 | Oct 06, 2026 |
| MAI Capital Management | History | No change | 135,043 | 3,020 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hobbs Group Advisors, LLC | History | No change | 134,164 | 3,001 | 0.79% | 0.79% | 91 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthspire Advisors, LLC | History | No change | 133,738 | 2,991 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 133,053 | 2,976 | 0.05% | 0.05% | 93 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SCS Capital Management LLC | History | No change | 129,201 | 2,890 | 0.03% | 0.03% | 94 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SEI INVESTMENTS CO | History | No change | 121,375 | 2,715 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atria Investments, Inc | History | No change | 119,908 | 2,682 | 0.03% | 0.03% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Centennial Advisors, LLC | History | No change | 118,022 | 2,640 | 3.15% | 3.15% | 97 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 112,937 | 2,526 | 0.02% | 0.02% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mechanics Bank Trust Department | History | No change | 103,000 | 2,304 | 0.29% | 0.29% | 99 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Hughes Financial Services, LLC | History | No change | 102,916 | 2,302 | 0.31% | 0.31% | 100 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 102,696 | 2,297 | 1.39% | 1.39% | 101 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TFR Capital, LLC. | History | No change | 102,404 | 2,290 | 0.64% | 0.64% | 102 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SBE LLC DBA CEDAR COVE WEALTH PARTNERS | History | No change | 100,519 | 2,248 | 1.06% | 1.06% | 103 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 98,664 | 2,207 | 0.89% | 0.89% | 104 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 96,560 | 2,160 | 0.34% | 0.34% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Montecito Bank & Trust | History | Added to | 95,145 | 2,123 | 0.32% | 0.3% | 106 | +4,210 | 4.63% | Q3 2026 | Oct 01, 2026 |
| Creative Planning | History | No change | 94,283 | 2,109 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 93,358 | 2,088 | 0.1% | 0.1% | 108 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 92,000 | 2,058 | 0.14% | 0.14% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 90,429 | 2,023 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IFP Advisors, Inc | History | No change | 88,883 | 1,988 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 86,818 | 1,942 | 0.05% | 0.05% | 112 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Probity Advisors, Inc. | History | No change | 85,596 | 1,914 | 0.27% | 0.27% | 113 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EVEXIA WEALTH LLC | History | No change | 83,507 | 1,862 | 0.5% | 0.5% | 114 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modera Wealth Management, LLC | History | No change | 76,908 | 1,720 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Steelhead Wealth Management LLC | History | No change | 76,204 | 1,704 | 0.69% | 0.69% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 75,463 | 1,688 | 0.32% | 0.32% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Foundry Financial Group, Inc. | History | No change | 75,426 | 1,687 | 0.73% | 0.73% | 118 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 73,356 | 1,640 | 0.19% | 0.19% | 119 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MGO ONE SEVEN LLC | History | No change | 70,896 | 1,585 | 0.03% | 0.03% | 120 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Klaas Financial Asset Advisors, LLC | History | No change | 68,473 | 1,531 | 0.19% | 0.19% | 121 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Reliant Wealth Planning | History | No change | 67,387 | 1,507 | 0.41% | 0.41% | 122 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Equitable Holdings, Inc. | History | No change | 66,031 | 1,477 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Cannon Financial Strategists, Inc. | History | No change | 64,967 | 1,453 | 0.17% | 0.17% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Compass Ion Advisors, LLC | History | No change | 64,355 | 1,439 | 0.12% | 0.12% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 63,566 | 1,421 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heartland Bank & Trust Co | History | No change | 63,532 | 1,421 | 0.29% | 0.29% | 127 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 59,884 | 1,339 | 0.03% | 0.03% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Great Diamond Partners, LLC | History | No change | 58,293 | 1,304 | 0.22% | 0.22% | 129 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 57,304 | 1,281 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | No change | 56,662 | 1,267 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | No change | 55,200 | 1,234 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 54,718 | 1,224 | 1.32% | 1.32% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lido Advisors, LLC | History | No change | 53,788 | 1,206 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NewSquare Capital LLC | History | No change | 52,080 | 1,165 | 0.09% | 0.09% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Eldridge Investment Advisors, Inc. | History | No change | 51,319 | 1,144 | 0.23% | 0.23% | 136 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Horizons Wealth Management | History | New | 50,986 | 1,138 | 0.71% | — | 137 | +50,986 | New | Q3 2026 | Oct 05, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 50,833 | 1,137 | 0.36% | 0.36% | 138 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SkyView Investment Advisors, LLC | History | No change | 50,000 | 1,119 | 0.88% | 0.88% | 139 | 0 | 0.0% | Q2 2026 | Sep 14, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 48,669 | 1,088 | 0.51% | 0.51% | 140 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DAVENPORT & Co LLC | History | No change | 48,226 | 1,078 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 46,370 | 1,037 | 0.29% | 0.29% | 142 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Summit Wealth Partners, LLC | History | No change | 45,912 | 1,027 | 0.15% | 0.15% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pathstone Holdings, LLC | History | No change | 45,757 | 1,023 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Straight Path Wealth Management | History | No change | 44,058 | 985 | 0.23% | 0.23% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Rossmore Private Capital | History | No change | 43,425 | 971 | 0.08% | 0.08% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 43,383 | 970 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | No change | 43,462 | 968 | 0.64% | 0.64% | 148 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| 4J Wealth Management LLC | History | No change | 42,483 | 950 | 0.47% | 0.47% | 149 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mariner, LLC | History | No change | 42,204 | 944 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 40,209 | 899 | 0.04% | 0.04% | 151 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 40,050 | 895 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | No change | 39,325 | 879 | 0.35% | 0.35% | 153 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 39,255 | 878 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 39,161 | 876 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 38,682 | 865 | 0.06% | 0.06% | 156 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 37,775 | 845 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ellis Investment Partners, LLC | History | No change | 37,690 | 843 | 0.13% | 0.13% | 158 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 36,559 | 817 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 36,446 | 815 | 0.14% | 0.14% | 160 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 36,332 | 812 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Simplicity Wealth,LLC | History | No change | 36,175 | 809 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chris Bulman Inc | History | No change | 34,877 | 780 | 0.28% | 0.28% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 32,284 | 722 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 31,891 | 713 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Element Wealth, LLC | History | No change | 31,617 | 707 | 0.26% | 0.26% | 166 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| L2 Asset Management, LLC | History | No change | 31,516 | 705 | 0.07% | 0.07% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wick Capital Partners, LLC | History | No change | 31,494 | 704 | 0.11% | 0.11% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 31,212 | 698 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mesirow Financial Investment Management, Inc. | History | No change | 31,087 | 695 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Prosperity Planning, Inc. | History | No change | 30,928 | 691 | 0.16% | 0.16% | 171 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 30,761 | 688 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 29,856 | 667 | 0.08% | 0.08% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 29,035 | 649 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Savvy Advisors, Inc. | History | No change | 28,976 | 648 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 28,802 | 644 | 0.05% | 0.05% | 176 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 28,503 | 637 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 28,215 | 631 | 0.03% | 0.03% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 28,124 | 629 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pure Financial Advisors, LLC | History | No change | 27,980 | 625 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 27,921 | 624 | 0.25% | 0.25% | 181 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 27,865 | 623 | 0.16% | 0.16% | 182 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Independent Advisor Alliance | History | No change | 27,777 | 621 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | No change | 27,801 | 621 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 27,342 | 611 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 27,022 | 604 | 0.1% | 0.1% | 186 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 27,039 | 604 | 0.41% | 0.41% | 187 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Basepoint Wealth LLC | History | No change | 26,992 | 603 | 0.34% | 0.34% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TABLEAUX LLC | History | No change | 26,674 | 596 | 0.25% | 0.25% | 189 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 26,400 | 590 | 0.03% | 0.03% | 190 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Essential Planning, LLC. | History | No change | 25,888 | 579 | 0.16% | 0.16% | 191 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Madden Advisory Services, Inc. | History | No change | 25,654 | 573 | 0.21% | 0.21% | 192 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 25,605 | 572 | 0.16% | 0.16% | 193 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PSI Advisors, LLC | History | No change | 25,590 | 572 | 0.13% | 0.13% | 194 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Modern Wealth Management, LLC | History | No change | 25,569 | 571 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focused Wealth Management, Inc | History | No change | 24,992 | 559 | 0.05% | 0.05% | 196 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 24,246 | 542 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 23,917 | 533 | 0.04% | 0.04% | 198 | +460 | 1.96% | Q3 2026 | Oct 01, 2026 |
| Cambridge Financial Group, LLC | History | No change | 23,712 | 530 | 0.17% | 0.17% | 199 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| World Investment Advisors | History | No change | 22,991 | 515 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chesley Taft & Associates LLC | History | No change | 23,000 | 514 | 0.02% | 0.02% | 201 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 22,244 | 497 | 0.1% | 0.1% | 202 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| National Philanthropic Trust | History | No change | 22,261 | 497 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 22,198 | 496 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 22,100 | 494 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 22,106 | 494 | 0.17% | 0.17% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 22,060 | 493 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gilbert & Cook, Inc. | History | No change | 22,025 | 492 | 0.06% | 0.06% | 208 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 21,082 | 471 | 0.11% | 0.11% | 209 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jacobi Capital Management LLC | History | No change | 20,088 | 449 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Black Maple Capital Management LP | History | No change | 20,000 | 447 | 0.25% | 0.25% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Walleye Partners, LLC | History | No change | 19,793 | 442 | 0.5% | 0.5% | 212 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Churchill Financial Advisors, LLC | History | No change | 19,686 | 440 | 0.08% | 0.08% | 213 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 19,568 | 437 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 19,139 | 428 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 18,681 | 417 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 17,605 | 393 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 17,128 | 382 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| NOTTINGHAM ADVISORS, INC. | History | No change | 17,000 | 380 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 16,503 | 369 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Black Swift Group, LLC | History | No change | 16,475 | 368 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Investment Management, LLC | History | No change | 16,433 | 367 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 16,400 | 366 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| High Note Wealth, LLC | History | No change | 16,206 | 362 | 0.06% | 0.06% | 224 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Autumn Glory Partners, LLC | History | No change | 16,203 | 362 | 0.1% | 0.1% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 16,111 | 360 | 0.2% | 0.2% | 226 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 15,866 | 354 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Opus Capital Group, LLC | History | No change | 15,782 | 353 | 0.03% | 0.03% | 228 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Swan Global Investments, LLC | History | No change | 15,771 | 352 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crews Bank & Trust | History | No change | 15,340 | 343 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Trust Point Inc. | History | No change | 15,281 | 341 | 0.03% | 0.03% | 231 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Trinity Wealth Management, LLC | History | No change | 15,152 | 338 | 0.11% | 0.11% | 232 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 14,600 | 326 | 0.13% | 0.13% | 233 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Towne Trust Company, N.A | History | No change | 14,570 | 325 | 0.1% | 0.1% | 234 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KPP Advisory Services LLC | History | No change | 14,240 | 318 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 14,150 | 317 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keeler Thomas Management LLC | History | No change | 13,635 | 305 | 0.11% | 0.11% | 237 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prospera Financial Services Inc | History | No change | 13,590 | 304 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Alessandra Capital Management, LLC | History | No change | 13,500 | 301 | 0.21% | 0.21% | 239 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MONECO ADVISORS, LLC | History | No change | 12,942 | 289 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 12,812 | 286 | 0.04% | 0.04% | 241 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 12,751 | 285 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Alamar Capital Management, LLC | History | No change | 12,700 | 284 | 0.14% | 0.14% | 243 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hills Bank & Trust Co | History | No change | 12,446 | 278 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 12,346 | 276 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WASHINGTON TRUST Co | History | No change | 12,294 | 275 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CGN Advisors LLC | History | No change | 12,260 | 274 | 0.02% | 0.02% | 247 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| XY Planning Network, Inc. | History | No change | 12,260 | 274 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 11,593 | 259 | 0.1% | 0.1% | 249 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 11,500 | 257 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WORLD EQUITY GROUP, INC. | History | No change | 11,505 | 257 | 0.06% | 0.06% | 251 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| DAVIS R M INC | History | No change | 11,497 | 257 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,515 | 257 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atwater Malick LLC | History | No change | 11,480 | 256 | 0.06% | 0.06% | 254 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | No change | 11,374 | 254 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Highland Financial Advisors, LLC | History | No change | 11,306 | 252 | 0.06% | 0.06% | 256 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 11,187 | 250 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Decker Wealth Management LLC | History | No change | 11,174 | 249 | 0.05% | 0.05% | 258 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Old Mission Investment Co LLC | History | No change | 11,139 | 249 | 0.05% | 0.05% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 11,028 | 246 | 0.05% | 0.05% | 260 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 11,009 | 246 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 10,913 | 244 | 0.04% | 0.04% | 262 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 10,923 | 244 | 0.14% | 0.14% | 263 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Guidance Point Advisors, LLC | History | No change | 10,699 | 239 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFG Advisory, LLC | History | No change | 10,536 | 235 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 10,193 | 228 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | No change | 10,100 | 225 | 0.03% | 0.03% | 267 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Carmel Capital Partners, LLC | History | No change | 10,000 | 223 | 0.07% | 0.07% | 268 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Community Financial Services Group, LLC | History | No change | 9,932 | 221 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 9,875 | 220 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Composition Wealth, LLC | History | No change | 9,262 | 207 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Waverly Advisors, LLC | History | No change | 9,252 | 206 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Berger Financial Group, Inc | History | No change | 9,223 | 206 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Talon Private Wealth, LLC | History | No change | 9,131 | 204 | 0.02% | 0.02% | 274 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 8,245 | 183 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 7,282 | 162 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Black Cypress Capital Management, LLC | History | No change | 6,500 | 145 | 0.1% | 0.1% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 6,237 | 139 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 5,638 | 126 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 5,191 | 116 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 5,000 | 111 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key FInancial Inc | History | No change | 4,835 | 108 | 0.02% | 0.02% | 282 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Hara Capital LLC | History | No change | 4,215 | 94 | 0.05% | 0.05% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CNB Bank | History | No change | 4,174 | 93 | 0.04% | 0.04% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Costello Asset Management, INC | History | No change | 3,979 | 89 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,555 | 79 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Spire Wealth Management | History | No change | 3,328 | 74 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bogart Wealth, LLC | History | No change | 3,067 | 68 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 2,892 | 64 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 2,825 | 63 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NBH Bank | History | No change | 2,747 | 61 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longview Financial Advisors LLC | History | No change | 2,522 | 56 | 0.03% | 0.03% | 292 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| US BANCORP \DE\ | History | No change | 2,371 | 53 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 2,288 | 51 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MCF Advisors LLC | History | No change | 2,239 | 50 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | No change | 2,155 | 48 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Trust, LLC | History | No change | 2,045 | 45 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,729 | 38 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,335 | 29 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Balentine LLC | History | No change | 1,124 | 25 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |