iSHARES TRUST - IBTI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 3,471,206 | 76,852 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 3,426,968 | 75,873 | 0.08% | 0.08% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 3,057,130 | 67,684 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 2,769,082 | 61,307 | 3.37% | 3.37% | 4 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,638,111 | 58,407 | 0.07% | 0.07% | 5 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,914,158 | 42,379 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arax Advisory Partners | History | No change | 1,889,290 | 41,828 | 0.28% | 0.28% | 7 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,822,459 | 40,349 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BAILARD, INC. | History | No change | 1,439,724 | 31,875 | 0.65% | 0.65% | 9 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | No change | 1,381,039 | 30,576 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookstone Capital Management | History | No change | 1,373,314 | 30,405 | 0.3% | 0.3% | 11 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Financial Advisory Corp | History | No change | 1,347,199 | 29,826 | 3.95% | 3.95% | 12 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,340,234 | 29,672 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 1,334,915 | 29,247 | 2.31% | 2.25% | 14 | +28,745 | 2.2% | Q3 2026 | Oct 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,264,630 | 27,981 | 0.15% | 0.15% | 15 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 1,215,509 | 26,911 | 2.47% | 2.47% | 16 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BlackRock, Inc. | History | No change | 1,194,096 | 26,437 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HM PAYSON & CO | History | No change | 1,184,748 | 26,230 | 0.35% | 0.35% | 18 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LPL Financial LLC | History | No change | 1,110,186 | 24,579 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,039,854 | 23,022 | 0.23% | 0.23% | 20 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 966,839 | 21,405 | 0.14% | 0.14% | 21 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| ATWOOD & PALMER INC | History | No change | 959,379 | 21,240 | 1.13% | 1.13% | 22 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Horizon Advisory Services, Inc. | History | No change | 922,765 | 20,430 | 8.6% | 8.6% | 23 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Journey Advisory Group, LLC | History | No change | 878,742 | 19,455 | 1.49% | 1.49% | 24 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MKT Advisors LLC | History | No change | 841,610 | 18,570 | 5.77% | 5.77% | 25 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 829,783 | 18,371 | 0.69% | 0.69% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 804,732 | 17,806 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneAscent Financial Services LLC | History | No change | 775,624 | 17,172 | 0.82% | 0.82% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Denver PWM, LLC | History | No change | 734,257 | 16,238 | 5.31% | 5.31% | 29 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Krilogy Financial LLC | History | No change | 642,965 | 14,235 | 0.42% | 0.42% | 30 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Private Trust Co. | History | Reduced | 574,637 | 12,590 | 0.69% | 0.71% | 31 | -6,125 | -1.05% | Q3 2026 | Oct 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 557,388 | 12,340 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 547,014 | 12,110 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | No change | 541,584 | 11,991 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Scissortail Wealth Management, LLC | History | No change | 526,299 | 11,652 | 2.24% | 2.24% | 35 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trust Co | History | No change | 511,055 | 11,314 | 1.02% | 1.02% | 36 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 506,332 | 11,210 | 4.38% | 4.38% | 37 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 490,978 | 10,870 | 4.26% | 4.26% | 38 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| BIP Wealth, LLC | History | No change | 488,074 | 10,805 | 0.31% | 0.31% | 39 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 467,062 | 10,340 | 0.14% | 0.14% | 40 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Carmel Capital Partners, LLC | History | No change | 453,564 | 10,041 | 3.31% | 3.31% | 41 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 428,466 | 9,486 | 5.64% | 5.64% | 42 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 424,248 | 9,392 | 0.83% | 0.83% | 43 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 399,155 | 8,837 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 398,119 | 8,814 | 0.59% | 0.59% | 45 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NewEdge Advisors, LLC | History | No change | 392,340 | 8,686 | 0.03% | 0.03% | 46 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 391,165 | 8,664 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 378,862 | 8,388 | 0.2% | 0.2% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 349,431 | 7,736 | 0.04% | 0.04% | 49 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Northstar Group, Inc. | History | No change | 348,639 | 7,718 | 0.99% | 0.99% | 50 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Baird Financial Group, Inc. | History | No change | 313,944 | 6,950 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 302,583 | 6,699 | 0.12% | 0.12% | 52 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 300,782 | 6,659 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REBALANCE, LLC | History | No change | 297,936 | 6,596 | 0.35% | 0.35% | 54 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 294,724 | 6,525 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 289,372 | 6,407 | 0.39% | 0.39% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Old Port Advisors | History | No change | 269,246 | 5,961 | 1.17% | 1.17% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Asset Dedication, LLC | History | No change | 249,289 | 5,519 | 0.35% | 0.35% | 58 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 230,063 | 5,093 | 0.53% | 0.53% | 59 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FCA CORP /TX | History | No change | 228,370 | 5,056 | 1.25% | 1.25% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 227,903 | 4,993 | 0.08% | — | 61 | +227,903 | New | Q3 2026 | Oct 01, 2026 |
| Apella Capital, LLC | History | No change | 217,581 | 4,800 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 213,171 | 4,719 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | No change | 210,382 | 4,657 | 0.08% | 0.08% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OAK FAMILY ADVISORS, LLC | History | No change | 199,346 | 4,413 | 1.13% | 1.13% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 198,458 | 4,393 | 1.07% | 1.07% | 66 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 191,149 | 4,232 | 0.15% | 0.15% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COLTON GROOME FINANCIAL ADVISORS, LLC | History | Added to | 189,213 | 4,145 | 0.97% | 0.98% | 68 | +5,596 | 3.05% | Q3 2026 | Oct 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 179,960 | 3,984 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Portland Global Advisors LLC | History | No change | 175,459 | 3,884 | 0.37% | 0.37% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Belpointe Asset Management LLC | History | No change | 174,270 | 3,858 | 0.13% | 0.13% | 71 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 165,757 | 3,669 | 0.13% | 0.13% | 72 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 165,243 | 3,658 | 2.24% | 2.24% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Sanctuary Advisors, LLC | History | No change | 157,821 | 3,494 | 0.02% | 0.02% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Lantz Financial LLC | History | No change | 156,113 | 3,456 | 0.63% | 0.63% | 75 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 155,906 | 3,451 | 0.68% | 0.68% | 76 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | No change | 154,073 | 3,411 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 151,702 | 3,358 | 0.16% | 0.16% | 78 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 149,365 | 3,306 | 0.42% | 0.42% | 79 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 149,209 | 3,303 | 0.07% | 0.07% | 80 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 139,429 | 3,087 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Planning, LLC | History | No change | 139,140 | 3,080 | 0.71% | 0.71% | 82 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Probity Advisors, Inc. | History | No change | 138,205 | 3,059 | 0.44% | 0.44% | 83 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Allworth Financial LP | History | No change | 137,666 | 3,047 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 133,775 | 2,962 | 0.02% | 0.02% | 85 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SCS Capital Management LLC | History | No change | 129,890 | 2,875 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 126,255 | 2,785 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 125,153 | 2,770 | 1.11% | 1.11% | 88 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 121,723 | 2,694 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 120,644 | 2,671 | 0.03% | 0.03% | 90 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Capital Investment Advisors, LLC | History | No change | 119,829 | 2,653 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 114,451 | 2,533 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Astra Wealth Partners LLC | History | No change | 113,992 | 2,523 | 1.34% | 1.34% | 93 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 106,465 | 2,357 | 0.16% | 0.16% | 94 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 106,150 | 2,350 | 0.16% | 0.16% | 95 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Valmark Advisers, Inc. | History | No change | 105,712 | 2,340 | 0.02% | 0.02% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 103,191 | 2,284 | 0.3% | 0.3% | 97 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 96,460 | 2,135 | 0.34% | 0.34% | 98 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Reliant Wealth Planning | History | No change | 96,139 | 2,128 | 0.59% | 0.59% | 99 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Essential Planning, LLC. | History | No change | 91,472 | 2,025 | 0.57% | 0.57% | 100 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TFR Capital, LLC. | History | No change | 89,777 | 1,987 | 0.56% | 0.56% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 88,526 | 1,959 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 87,512 | 1,937 | 0.05% | 0.05% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Montecito Bank & Trust | History | Added to | 86,465 | 1,894 | 0.29% | 0.27% | 104 | +4,270 | 5.19% | Q3 2026 | Oct 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 82,059 | 1,816 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Foundry Financial Group, Inc. | History | No change | 76,878 | 1,702 | 0.74% | 0.74% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 67,035 | 1,484 | 0.17% | 0.17% | 107 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Delta Wealth Advisors LLC | History | No change | 66,767 | 1,478 | 1.06% | 1.06% | 108 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Basepoint Wealth LLC | History | No change | 66,663 | 1,475 | 0.84% | 0.84% | 109 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Creative Planning | History | No change | 66,533 | 1,473 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 64,247 | 1,422 | 0.86% | 0.86% | 111 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CITADEL ADVISORS LLC | History | No change | 64,165 | 1,420 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 60,405 | 1,337 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PFG Advisors | History | No change | 60,134 | 1,331 | 0.07% | 0.07% | 114 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 58,837 | 1,302 | 1.4% | 1.4% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 58,166 | 1,287 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 57,366 | 1,270 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizons Wealth Management | History | New | 56,063 | 1,228 | 0.77% | — | 118 | +56,063 | New | Q3 2026 | Oct 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 54,482 | 1,206 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Great Diamond Partners, LLC | History | No change | 52,537 | 1,163 | 0.2% | 0.2% | 120 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NewSquare Capital LLC | History | No change | 52,397 | 1,160 | 0.09% | 0.09% | 121 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 51,775 | 1,146 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Compass Ion Advisors, LLC | History | No change | 49,723 | 1,100 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 49,705 | 1,100 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Matthew Goff Investment Advisor, LLC | History | No change | 47,960 | 1,061 | 0.18% | 0.18% | 125 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 46,065 | 1,019 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 44,558 | 986 | 0.05% | 0.05% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Atwater Malick LLC | History | No change | 40,896 | 905 | 0.2% | 0.2% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 40,203 | 890 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gradient Investments LLC | History | No change | 39,385 | 871 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 38,629 | 855 | 0.24% | 0.24% | 131 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 36,707 | 812 | 0.14% | 0.14% | 132 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Prosperity Planning, Inc. | History | No change | 34,851 | 771 | 0.18% | 0.18% | 133 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Lido Advisors, LLC | History | No change | 33,512 | 746 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 33,384 | 739 | 0.04% | 0.04% | 135 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthspire Advisors, LLC | History | No change | 33,170 | 734 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Merit Financial Group, LLC | History | No change | 32,889 | 728 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 32,616 | 722 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 32,364 | 716 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Straight Path Wealth Management | History | No change | 32,322 | 715 | 0.17% | 0.17% | 140 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HighTower Advisors, LLC | History | No change | 31,819 | 704 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Mendota Financial Group, LLC | History | No change | 31,198 | 690 | 0.43% | 0.43% | 142 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 30,982 | 685 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 30,911 | 684 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RIVERCHASE WEALTH MANAGEMENT, LLC | History | No change | 29,788 | 659 | 0.31% | 0.31% | 145 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 29,001 | 642 | 0.05% | 0.05% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 28,552 | 632 | 0.13% | 0.13% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 28,199 | 624 | 0.25% | 0.25% | 148 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Modera Wealth Management, LLC | History | No change | 27,964 | 619 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Independent Advisor Alliance | History | No change | 27,935 | 618 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 27,635 | 611 | 0.41% | 0.41% | 151 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Black Maple Capital Management LP | History | No change | 27,250 | 603 | 0.34% | 0.34% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 26,845 | 594 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 26,773 | 592 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Element Wealth, LLC | History | No change | 26,691 | 590 | 0.22% | 0.22% | 155 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 26,621 | 589 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 25,152 | 556 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TABLEAUX LLC | History | No change | 25,131 | 556 | 0.23% | 0.23% | 158 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Chris Bulman Inc | History | No change | 24,939 | 552 | 0.2% | 0.2% | 159 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 24,865 | 550 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grant Street Asset Management, Inc. | History | No change | 24,467 | 541 | 0.09% | 0.09% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 24,065 | 532 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keeler Thomas Management LLC | History | No change | 23,517 | 520 | 0.18% | 0.18% | 163 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 23,155 | 512 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Gilbert & Cook, Inc. | History | No change | 22,110 | 489 | 0.06% | 0.06% | 165 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 21,225 | 469 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 21,237 | 469 | 0.11% | 0.11% | 167 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Madden Advisory Services, Inc. | History | No change | 20,662 | 457 | 0.16% | 0.16% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Financial Concepts, LLC | History | No change | 20,262 | 448 | 0.13% | 0.13% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 19,975 | 442 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 19,274 | 426 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Heartland Bank & Trust Co | History | No change | 19,209 | 425 | 0.09% | 0.09% | 172 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Jacobi Capital Management LLC | History | No change | 18,837 | 417 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BEACON FINANCIAL PLANNING, INC | History | No change | 18,077 | 400 | 0.14% | 0.14% | 174 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 18,000 | 398 | 0.05% | 0.05% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Stonebridge Financial Group, LLC | History | New | 18,075 | 396 | 0.03% | — | 176 | +18,075 | New | Q3 2026 | Oct 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 17,839 | 394 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CreativeOne Wealth, LLC | History | No change | 17,409 | 385 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Walleye Partners, LLC | History | No change | 17,423 | 385 | 0.44% | 0.44% | 179 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Advisory Services Network, LLC | History | No change | 17,240 | 381 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Investment Management, LLC | History | No change | 16,580 | 367 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Autumn Glory Partners, LLC | History | No change | 16,478 | 364 | 0.1% | 0.1% | 182 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 16,249 | 359 | 0.2% | 0.2% | 183 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 16,163 | 357 | 0.09% | 0.09% | 184 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 16,073 | 355 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Opus Capital Group, LLC | History | No change | 15,830 | 350 | 0.03% | 0.03% | 186 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Crews Bank & Trust | History | No change | 15,775 | 349 | 0.05% | 0.05% | 187 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Summit Wealth Partners, LLC | History | No change | 15,443 | 341 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Trinity Wealth Management, LLC | History | No change | 15,387 | 340 | 0.11% | 0.11% | 189 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15,136 | 335 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Single Point Partners, LLC | History | No change | 14,996 | 332 | 0.06% | 0.06% | 191 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| High Note Wealth, LLC | History | No change | 14,961 | 331 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Community Financial Services Group, LLC | History | No change | 14,992 | 330 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Towne Trust Company, N.A | History | No change | 14,695 | 325 | 0.1% | 0.1% | 194 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 14,470 | 320 | 0.13% | 0.13% | 195 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 14,333 | 316 | 0.02% | 0.02% | 196 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| KPP Advisory Services LLC | History | No change | 14,240 | 315 | 0.04% | 0.04% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | No change | 14,094 | 312 | 0.09% | 0.09% | 198 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Old Mission Investment Co LLC | History | No change | 13,696 | 303 | 0.06% | 0.06% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 13,452 | 297 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ALTERNA WEALTH MANAGEMENT, INC | History | No change | 13,378 | 296 | 0.17% | 0.17% | 201 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 12,817 | 283 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Raab & Moskowitz Asset Management LLC | History | No change | 12,746 | 282 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 12,656 | 282 | 0.04% | 0.04% | 204 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 12,739 | 282 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MAI Capital Management | History | No change | 12,710 | 281 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McGuire Investment Group, LLC | History | No change | 12,704 | 281 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Alamar Capital Management, LLC | History | No change | 12,700 | 281 | 0.14% | 0.14% | 208 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 12,570 | 278 | 0.04% | 0.04% | 209 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Savvy Advisors, Inc. | History | No change | 12,558 | 278 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,656 | 258 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | No change | 11,643 | 257 | 0.1% | 0.1% | 212 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 11,545 | 255 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Financial Group, LLC | History | No change | 11,498 | 254 | 0.08% | 0.08% | 214 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Highland Financial Advisors, LLC | History | No change | 11,430 | 253 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 11,297 | 250 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Commonwealth Financial Services, LLC | History | No change | 11,222 | 248 | 0.03% | 0.03% | 217 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| United Community Bank | History | No change | 11,070 | 245 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HANOVER ADVISORS INC | History | No change | 10,953 | 242 | 0.09% | 0.09% | 219 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Visionary Wealth Advisors | History | No change | 10,921 | 241 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Guidance Point Advisors, LLC | History | No change | 10,803 | 239 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CGN Advisors LLC | History | No change | 10,628 | 235 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| XY Planning Network, Inc. | History | No change | 10,628 | 235 | 0.03% | 0.03% | 223 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Alessandra Capital Management, LLC | History | No change | 10,600 | 234 | 0.17% | 0.17% | 224 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,154 | 224 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 10,102 | 223 | 0.04% | 0.04% | 226 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| World Investment Advisors | History | No change | 9,632 | 214 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 8,473 | 187 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MATHER GROUP, LLC. | History | No change | 7,639 | 169 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 7,199 | 159 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 6,785 | 150 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 6,040 | 133 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Hills Bank & Trust Co | History | No change | 5,402 | 119 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key FInancial Inc | History | No change | 4,885 | 108 | 0.02% | 0.02% | 234 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| CNB Bank | History | No change | 4,439 | 98 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 3,367 | 74 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| First PREMIER Bank | History | No change | 3,076 | 68 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| US BANCORP \DE\ | History | No change | 3,050 | 67 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NBH Bank | History | No change | 2,773 | 61 | 0.03% | 0.03% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hara Capital LLC | History | No change | 2,643 | 58 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Longview Financial Advisors LLC | History | No change | 2,542 | 56 | 0.03% | 0.03% | 241 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IFG Advisory, LLC | History | No change | 2,400 | 53 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,269 | 50 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,298 | 50 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MCF Advisors LLC | History | No change | 2,257 | 49 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Trust, Inc. | History | No change | 2,127 | 47 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Mascoma Wealth Management LLC | History | No change | 1,985 | 43 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 1,929 | 42 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clearstead Trust, LLC | History | No change | 1,329 | 29 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 1,130 | 25 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,162 | 25 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 913 | 20 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Robbins Farley | History | No change | 912 | 20 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 680 | 15 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 715 | 15 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 379 | 8 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 306 | 6 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 63 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AlphaCore Capital LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 53 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |