iSHARES TRUST - IBTJ
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 | 3,449,133 | 74,673 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,763,412 | 59,827 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,580,593 | 55,869 | 0.07% | 0.07% | 3 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1,766,489 | 38,244 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Brookstone Capital Management | History | No change | 1,700,849 | 36,823 | 0.37% | 0.37% | 5 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| TRUE Private Wealth Advisors | History | No change | 1,669,970 | 36,154 | 3.12% | 3.12% | 6 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Advisory Corp | History | No change | 1,598,459 | 34,606 | 4.59% | 4.59% | 7 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,434,792 | 31,063 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Advisors Investment Management, LLC | History | No change | 1,340,715 | 29,026 | 2.66% | 2.66% | 9 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,295,472 | 28,046 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,273,661 | 27,556 | 0.15% | 0.15% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,220,815 | 26,430 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 1,114,945 | 24,138 | 1.87% | 1.87% | 13 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 1,039,013 | 22,482 | 0.0% | 0.0% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 961,074 | 20,807 | 0.28% | 0.28% | 15 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ATWOOD & PALMER INC | History | No change | 958,727 | 20,756 | 1.11% | 1.11% | 16 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| UBS Group AG | History | No change | 937,678 | 20,300 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Journey Advisory Group, LLC | History | No change | 808,737 | 17,509 | 1.34% | 1.34% | 18 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 790,679 | 17,118 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arax Advisory Partners | History | No change | 781,914 | 16,928 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Denver PWM, LLC | History | No change | 685,352 | 14,786 | 4.84% | 4.84% | 21 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| MKT Advisors LLC | History | No change | 661,757 | 14,274 | 4.44% | 4.44% | 22 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| LPL Financial LLC | History | No change | 640,840 | 13,874 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | No change | 588,260 | 12,735 | 0.08% | 0.08% | 24 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 577,575 | 12,504 | 4.89% | 4.89% | 25 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Krilogy Financial LLC | History | No change | 562,283 | 12,173 | 0.36% | 0.36% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 561,142 | 12,148 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Legacy Private Trust Co. | History | Reduced | 549,620 | 11,665 | 0.64% | 0.67% | 28 | -5,942 | -1.07% | Q3 2026 | Oct 06, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 533,453 | 11,549 | 0.12% | 0.12% | 29 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Probity Advisors, Inc. | History | No change | 530,491 | 11,485 | 1.64% | 1.64% | 30 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 501,211 | 10,851 | 4.26% | 4.26% | 31 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 499,976 | 10,824 | 0.03% | 0.03% | 32 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ES4, LLC | History | No change | 457,923 | 10,605 | 5.57% | 5.57% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MCF Advisors LLC | History | No change | 431,897 | 9,999 | 0.36% | 0.36% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 456,166 | 9,682 | 0.76% | 0.75% | 35 | +9,912 | 2.22% | Q3 2026 | Oct 05, 2026 |
| Waycross Investment Management Co | History | No change | 443,173 | 9,594 | 7.31% | 7.31% | 36 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 436,563 | 9,451 | 5.62% | 5.62% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 396,112 | 8,576 | 0.05% | 0.05% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 382,798 | 8,287 | 0.05% | 0.05% | 39 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 373,145 | 8,078 | 0.2% | 0.2% | 40 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 370,000 | 7,853 | 0.84% | — | 41 | +370,000 | New | Q3 2026 | Oct 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 324,028 | 7,015 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 322,517 | 6,982 | 2.54% | 2.54% | 43 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 315,571 | 6,832 | 2.51% | 2.51% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 314,762 | 6,680 | 0.11% | — | 45 | +314,762 | New | Q3 2026 | Oct 01, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 294,216 | 6,369 | 0.78% | 0.78% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 290,713 | 6,297 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 275,978 | 5,974 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 274,945 | 5,952 | 0.11% | 0.11% | 49 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| REBALANCE, LLC | History | No change | 270,435 | 5,854 | 0.31% | 0.31% | 50 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Janney Montgomery Scott LLC | History | No change | 263,619 | 5,707 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Baird Financial Group, Inc. | History | No change | 259,495 | 5,618 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 255,938 | 5,541 | 0.57% | 0.57% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | No change | 253,729 | 5,493 | 0.21% | 0.21% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 247,828 | 5,365 | 0.34% | 0.34% | 55 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 237,720 | 5,146 | 0.07% | 0.07% | 56 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 222,170 | 4,810 | 0.16% | 0.16% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 201,935 | 4,371 | 1.06% | 1.06% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 184,177 | 3,987 | 0.24% | 0.24% | 59 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | No change | 182,778 | 3,957 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Portland Global Advisors LLC | History | No change | 178,937 | 3,873 | 0.37% | 0.37% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 178,850 | 3,872 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 176,332 | 3,817 | 0.14% | 0.14% | 63 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Northstar Group, Inc. | History | No change | 170,987 | 3,701 | 0.48% | 0.48% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SIGNATUREFD, LLC | History | No change | 168,985 | 3,658 | 0.05% | 0.05% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 165,829 | 3,590 | 0.17% | 0.17% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 159,660 | 3,456 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 142,758 | 3,090 | 0.27% | 0.27% | 68 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SCS Capital Management LLC | History | No change | 132,570 | 2,870 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 130,972 | 2,835 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Sanctuary Advisors, LLC | History | No change | 123,865 | 2,681 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Apella Capital, LLC | History | No change | 123,650 | 2,667 | 0.04% | 0.04% | 72 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 117,569 | 2,545 | 0.09% | 0.09% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Hughes Financial Services, LLC | History | No change | 102,834 | 2,226 | 0.3% | 0.3% | 74 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Valmark Advisers, Inc. | History | No change | 101,265 | 2,192 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 99,482 | 2,153 | 0.14% | 0.14% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HighTower Advisors, LLC | History | No change | 84,520 | 1,829 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 82,003 | 1,775 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Allworth Financial LP | History | No change | 79,119 | 1,712 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 76,724 | 1,661 | 0.33% | 0.33% | 80 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 69,243 | 1,499 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Montecito Bank & Trust | History | Added to | 69,414 | 1,473 | 0.22% | 0.2% | 82 | +7,577 | 12.25% | Q3 2026 | Oct 01, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 67,080 | 1,452 | 1.57% | 1.57% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFP Advisors, Inc | History | No change | 66,483 | 1,439 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 65,858 | 1,425 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Reliant Wealth Planning | History | No change | 61,315 | 1,327 | 0.36% | 0.36% | 86 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 60,840 | 1,317 | 0.53% | 0.53% | 87 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 60,101 | 1,301 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 59,610 | 1,290 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Foundry Financial Group, Inc. | History | No change | 59,547 | 1,289 | 0.56% | 0.56% | 90 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BIP Wealth, LLC | History | No change | 57,901 | 1,253 | 0.04% | 0.04% | 91 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | No change | 56,505 | 1,223 | 0.06% | 0.06% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 49,694 | 1,075 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 48,658 | 1,054 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 43,558 | 943 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 43,414 | 940 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cerity Partners LLC | History | No change | 42,790 | 926 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | No change | 42,408 | 914 | 0.6% | 0.6% | 98 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 41,440 | 897 | 0.1% | 0.1% | 99 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 41,119 | 890 | 0.55% | 0.55% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Compass Ion Advisors, LLC | History | No change | 38,091 | 824 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 37,740 | 817 | 0.14% | 0.14% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Great Diamond Partners, LLC | History | No change | 37,075 | 802 | 0.14% | 0.14% | 103 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 36,161 | 782 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 35,636 | 771 | 0.47% | 0.47% | 105 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Chris Bulman Inc | History | No change | 35,591 | 770 | 0.28% | 0.28% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Community Financial Services Group, LLC | History | No change | 34,386 | 741 | 0.11% | 0.11% | 107 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Capital Investment Advisors, LLC | History | No change | 33,270 | 720 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 33,094 | 716 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 32,450 | 702 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| L2 Asset Management, LLC | History | No change | 32,325 | 699 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mendota Financial Group, LLC | History | Added to | 32,111 | 681 | 0.42% | 0.43% | 112 | +304 | 0.96% | Q3 2026 | Oct 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 29,356 | 635 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Keeler Thomas Management LLC | History | No change | 28,920 | 626 | 0.22% | 0.22% | 114 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 28,821 | 623 | 0.25% | 0.25% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Straight Path Wealth Management | History | No change | 28,628 | 619 | 0.14% | 0.14% | 116 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Independent Advisor Alliance | History | No change | 27,923 | 604 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blake Schutter Theil Wealth Advisors, LLC | History | No change | 27,441 | 594 | 0.4% | 0.4% | 118 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Creative Planning | History | No change | 26,768 | 579 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 26,232 | 567 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 24,730 | 535 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Modern Wealth Management, LLC | History | No change | 24,234 | 524 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 24,081 | 521 | 0.08% | 0.08% | 123 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TABLEAUX LLC | History | No change | 23,225 | 502 | 0.21% | 0.21% | 124 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 22,761 | 492 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Old Port Advisors | History | No change | 22,564 | 488 | 0.1% | 0.1% | 126 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 21,652 | 466 | 0.11% | 0.11% | 127 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Kestra Advisory Services, LLC | History | No change | 20,856 | 451 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 20,302 | 439 | 0.25% | 0.25% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Jacobi Capital Management LLC | History | No change | 19,740 | 427 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Heartland Bank & Trust Co | History | No change | 19,589 | 424 | 0.09% | 0.09% | 131 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Partners, LLC | History | No change | 19,252 | 416 | 0.47% | 0.47% | 132 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 18,400 | 398 | 0.05% | 0.05% | 133 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Atwater Malick LLC | History | No change | 18,428 | 398 | 0.09% | 0.09% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 18,203 | 394 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prosperity Planning, Inc. | History | No change | 17,889 | 387 | 0.09% | 0.09% | 136 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 17,538 | 379 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Black Maple Capital Management LP | History | No change | 17,500 | 378 | 0.21% | 0.21% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Wealth Partners, LLC | History | No change | 17,375 | 376 | 0.05% | 0.05% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| STAR Financial Bank | History | No change | 17,319 | 374 | 0.15% | 0.15% | 140 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 17,193 | 372 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CGN Advisors LLC | History | No change | 17,225 | 372 | 0.03% | 0.03% | 142 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| XY Planning Network, Inc. | History | No change | 17,225 | 372 | 0.05% | 0.05% | 143 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Madrid Wealth Management, LLC | History | No change | 16,901 | 365 | 0.24% | 0.24% | 144 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Investment Management, LLC | History | No change | 16,847 | 364 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Towne Trust Company, N.A | History | No change | 16,486 | 356 | 0.11% | 0.11% | 146 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 16,334 | 353 | 0.1% | 0.1% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 16,280 | 352 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 15,925 | 344 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Trinity Wealth Management, LLC | History | No change | 15,722 | 340 | 0.11% | 0.11% | 150 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COWA, LLC | History | No change | 15,725 | 340 | 0.09% | 0.09% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Single Point Partners, LLC | History | No change | 15,309 | 331 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 14,726 | 318 | 0.02% | 0.02% | 153 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Element Wealth, LLC | History | No change | 14,521 | 314 | 0.12% | 0.12% | 154 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyr Financial Inc. | History | No change | 14,381 | 311 | 0.16% | 0.16% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Cambridge Financial Group, LLC | History | No change | 14,011 | 303 | 0.1% | 0.1% | 156 | 0 | 0.0% | Q3 2026 | Oct 06, 2026 |
| Opus Capital Group, LLC | History | No change | 13,900 | 301 | 0.03% | 0.03% | 157 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 13,696 | 296 | 0.03% | 0.03% | 158 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Crews Bank & Trust | History | No change | 13,590 | 294 | 0.04% | 0.04% | 159 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 13,426 | 290 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Madden Advisory Services, Inc. | History | No change | 13,295 | 287 | 0.1% | 0.1% | 161 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Old Mission Investment Co LLC | History | No change | 13,082 | 283 | 0.06% | 0.06% | 162 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 13,051 | 282 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 13,059 | 282 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 12,945 | 282 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Advisory Services Network, LLC | History | No change | 12,962 | 280 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JANE STREET GROUP, LLC | History | No change | 12,969 | 280 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 12,936 | 280 | 0.03% | 0.03% | 168 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Koss-Olinger Consulting, LLC | History | No change | 12,923 | 279 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 12,835 | 277 | 0.04% | 0.04% | 170 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Alamar Capital Management, LLC | History | No change | 12,700 | 274 | 0.14% | 0.14% | 171 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 12,389 | 267 | 0.02% | 0.02% | 172 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Conrad Siegel Investment Advisors, Inc. | History | No change | 12,274 | 265 | 0.04% | 0.04% | 173 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Guidance Point Advisors, LLC | History | No change | 12,112 | 262 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Autumn Glory Partners, LLC | History | No change | 12,014 | 260 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 11,901 | 257 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Highland Financial Advisors, LLC | History | No change | 11,698 | 253 | 0.06% | 0.06% | 177 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Resonant Capital Advisors, LLC | History | No change | 11,603 | 251 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Horizons Wealth Management | History | New | 11,616 | 246 | 0.15% | — | 179 | +11,616 | New | Q3 2026 | Oct 05, 2026 |
| MGO ONE SEVEN LLC | History | No change | 11,063 | 239 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,853 | 234 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Trust Co | History | No change | 10,272 | 222 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Apollon Wealth Management, LLC | History | No change | 10,068 | 217 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 9,862 | 213 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 9,530 | 206 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 9,500 | 205 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| KINTRA WEALTH, LLC | History | No change | 9,500 | 205 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WASHINGTON TRUST Co | History | No change | 9,362 | 202 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Focus Partners Wealth | History | No change | 9,352 | 202 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 9,358 | 202 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Talon Private Wealth, LLC | History | No change | 9,352 | 202 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q2 2026 | Sep 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 6,321 | 136 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 6,291 | 136 | 0.03% | 0.03% | 193 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| High Note Wealth, LLC | History | No change | 5,744 | 124 | 0.02% | 0.02% | 194 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Hills Bank & Trust Co | History | No change | 5,482 | 118 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 5,277 | 114 | 0.03% | 0.03% | 196 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Key FInancial Inc | History | No change | 4,995 | 108 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Farther Finance Advisors, LLC | History | No change | 4,614 | 99 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| US BANCORP \DE\ | History | No change | 4,095 | 88 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hara Capital LLC | History | No change | 4,000 | 86 | 0.05% | 0.05% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 3,882 | 84 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CNB Bank | History | No change | 3,783 | 81 | 0.03% | 0.03% | 202 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 3,725 | 80 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| First PREMIER Bank | History | No change | 3,590 | 78 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Bogart Wealth, LLC | History | No change | 3,204 | 69 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NBH Bank | History | No change | 2,835 | 61 | 0.03% | 0.03% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Longview Financial Advisors LLC | History | No change | 2,595 | 56 | 0.03% | 0.03% | 207 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,346 | 50 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hyposwiss Advisors SA | History | No change | 2,280 | 49 | 0.05% | 0.05% | 209 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TD Capital Management LLC | History | No change | 2,104 | 45 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Basepoint Wealth LLC | History | No change | 2,021 | 43 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Robbins Farley | History | No change | 912 | 19 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 733 | 15 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 388 | 8 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AE Wealth Management LLC | History | No change | 242 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 64 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |