iSHARES TRUST - IBTK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | History | No change | 3,148,800 | 61,527 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,861,909 | 55,921 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 2,030,426 | 39,674 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 1,383,189 | 27,027 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 1,373,804 | 26,844 | 1.81% | 1.81% | 5 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BlackRock, Inc. | History | No change | 1,352,130 | 26,420 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 1,341,750 | 26,197 | 0.14% | 0.14% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 1,203,728 | 23,520 | 0.31% | 0.31% | 8 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 1,058,574 | 20,684 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,010,033 | 19,736 | 0.11% | 0.11% | 10 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Journey Advisory Group, LLC | History | No change | 902,785 | 17,640 | 1.35% | 1.35% | 11 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 709,148 | 13,850 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MKT Advisors LLC | History | No change | 712,012 | 13,848 | 4.3% | 4.3% | 13 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 686,872 | 13,421 | 5.24% | 5.24% | 14 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Denver PWM, LLC | History | No change | 684,939 | 13,304 | 4.35% | 4.35% | 15 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| UBS Group AG | History | No change | 665,373 | 13,001 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Probity Advisors, Inc. | History | No change | 601,267 | 11,748 | 1.68% | 1.68% | 17 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Legacy Private Trust Co. | History | No change | 577,483 | 11,284 | 0.62% | 0.62% | 18 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 554,476 | 10,834 | 4.25% | 4.25% | 19 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 540,886 | 10,568 | 0.03% | 0.03% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | No change | 536,041 | 10,474 | 0.21% | 0.21% | 21 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Waycross Investment Management Co | History | No change | 531,033 | 10,376 | 7.9% | 7.9% | 22 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 517,756 | 10,116 | 6.01% | 6.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 496,614 | 9,704 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Krilogy Financial LLC | History | No change | 495,545 | 9,682 | 0.29% | 0.29% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 504,949 | 9,588 | 0.76% | 0.75% | 26 | +11,195 | 2.27% | Q3 2026 | Oct 05, 2026 |
| Trust Co | History | No change | 490,577 | 9,585 | 0.86% | 0.86% | 27 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| MORGAN STANLEY | History | No change | 483,015 | 9,438 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 459,994 | 8,988 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Snowden Capital Advisors LLC | History | No change | 454,129 | 8,873 | 0.21% | 0.21% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 426,449 | 8,332 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 396,135 | 7,740 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 356,942 | 6,974 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 310,328 | 5,893 | 0.1% | 0.1% | 34 | -12,570 | -3.89% | Q3 2026 | Oct 01, 2026 |
| REBALANCE, LLC | History | No change | 297,499 | 5,813 | 0.3% | 0.3% | 35 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Baird Financial Group, Inc. | History | No change | 284,901 | 5,566 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 276,786 | 5,408 | 0.56% | 0.56% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 272,855 | 5,331 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CENTRAL TRUST Co | History | No change | 265,398 | 5,185 | 0.09% | 0.09% | 39 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Asset Dedication, LLC | History | No change | 253,041 | 4,944 | 0.31% | 0.31% | 40 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 234,846 | 4,588 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 230,021 | 4,494 | 0.22% | 0.22% | 42 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 211,769 | 4,137 | 1.01% | 1.01% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | No change | 198,375 | 3,876 | 0.49% | 0.49% | 44 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 197,806 | 3,865 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Parallel Advisors, LLC | History | No change | 196,725 | 3,844 | 0.06% | 0.06% | 46 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Janney Montgomery Scott LLC | History | No change | 196,484 | 3,839 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 169,590 | 3,313 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 164,416 | 3,213 | 0.2% | 0.2% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 159,424 | 3,115 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sanctuary Advisors, LLC | History | No change | 157,609 | 3,079 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 153,569 | 3,000 | 0.02% | 0.02% | 52 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Atria Investments, Inc | History | No change | 125,385 | 2,450 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 122,597 | 2,396 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Hughes Financial Services, LLC | History | No change | 110,044 | 2,150 | 0.28% | 0.28% | 55 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 109,107 | 2,131 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 105,280 | 2,057 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 103,347 | 2,019 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 96,566 | 1,886 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mechanics Bank Trust Department | History | No change | 90,500 | 1,768 | 0.22% | 0.22% | 60 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Valmark Advisers, Inc. | History | No change | 88,892 | 1,736 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ATWOOD & PALMER INC | History | No change | 87,410 | 1,707 | 0.09% | 0.09% | 62 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| CITADEL ADVISORS LLC | History | No change | 86,097 | 1,682 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Kestra Advisory Services, LLC | History | No change | 85,881 | 1,678 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| IFP Advisors, Inc | History | No change | 79,797 | 1,559 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Belpointe Asset Management LLC | History | No change | 78,858 | 1,540 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 69,841 | 1,364 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Allworth Financial LP | History | No change | 68,452 | 1,337 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 62,571 | 1,222 | 0.03% | 0.03% | 69 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 60,633 | 1,186 | 0.03% | 0.03% | 70 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 60,004 | 1,166 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Apella Capital, LLC | History | No change | 59,715 | 1,161 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Old Port Advisors | History | No change | 57,705 | 1,127 | 0.22% | 0.22% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SCS Capital Management LLC | History | No change | 57,517 | 1,123 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 49,002 | 957 | 0.37% | 0.37% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 43,300 | 846 | 0.07% | 0.07% | 76 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Montecito Bank & Trust | History | Added to | 44,049 | 836 | 0.13% | 0.12% | 77 | +2,870 | 6.97% | Q3 2026 | Oct 01, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 42,531 | 831 | 0.33% | 0.33% | 78 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Reliant Wealth Planning | History | No change | 41,998 | 820 | 0.23% | 0.23% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 41,789 | 816 | 0.14% | 0.14% | 80 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Foundry Financial Group, Inc. | History | No change | 40,117 | 783 | 0.34% | 0.34% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Community Financial Services Group, LLC | History | No change | 36,747 | 714 | 0.1% | 0.1% | 82 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| TABLEAUX LLC | History | No change | 35,237 | 688 | 0.29% | 0.29% | 83 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 34,881 | 681 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Cerity Partners LLC | History | No change | 34,509 | 674 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BIP Wealth, LLC | History | No change | 33,580 | 656 | 0.02% | 0.02% | 86 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Keeler Thomas Management LLC | History | No change | 32,663 | 638 | 0.23% | 0.23% | 87 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 30,827 | 602 | 0.37% | 0.37% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 29,595 | 578 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 29,283 | 572 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Heartland Bank & Trust Co | History | No change | 29,280 | 572 | 0.12% | 0.12% | 91 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 29,078 | 568 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 27,850 | 544 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 27,347 | 534 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Ion Advisors, LLC | History | No change | 26,997 | 527 | 0.05% | 0.05% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Modern Wealth Management, LLC | History | No change | 26,874 | 525 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 25,772 | 503 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 25,783 | 503 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 25,622 | 500 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 25,562 | 499 | 0.1% | 0.1% | 100 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 25,095 | 490 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Lido Advisors, LLC | History | No change | 24,792 | 484 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 24,765 | 483 | 0.19% | 0.19% | 103 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 23,949 | 464 | 0.11% | 0.11% | 104 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Capital Investment Advisors, LLC | History | No change | 23,231 | 453 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 22,488 | 439 | 0.25% | 0.25% | 106 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Great Diamond Partners, LLC | History | No change | 22,031 | 430 | 0.07% | 0.07% | 107 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CGN Advisors LLC | History | No change | 21,407 | 418 | 0.03% | 0.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| XY Planning Network, Inc. | History | No change | 21,407 | 418 | 0.05% | 0.05% | 109 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 21,284 | 415 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Guidance Point Advisors, LLC | History | No change | 20,529 | 401 | 0.08% | 0.08% | 111 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Kestra Investment Management, LLC | History | No change | 18,623 | 363 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Trinity Wealth Management, LLC | History | No change | 17,732 | 346 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Northstar Group, Inc. | History | No change | 17,267 | 337 | 0.04% | 0.04% | 114 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Single Point Partners, LLC | History | No change | 16,943 | 331 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Visionary Wealth Advisors | History | No change | 16,572 | 323 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Passive Capital Management, LLC. | History | No change | 15,941 | 316 | 0.1% | 0.1% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Financial Advisory Corp | History | No change | 15,590 | 304 | 0.04% | 0.04% | 118 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| KOM Wealth Management Group, LLC | History | No change | 15,558 | 303 | 0.18% | 0.18% | 119 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Prosperity Planning, Inc. | History | No change | 15,517 | 303 | 0.07% | 0.07% | 120 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Opus Capital Group, LLC | History | No change | 15,330 | 300 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 15,000 | 293 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 14,894 | 291 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Element Wealth, LLC | History | No change | 14,558 | 284 | 0.11% | 0.11% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 14,349 | 282 | 0.04% | 0.04% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 14,407 | 281 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 14,350 | 280 | 0.03% | 0.03% | 127 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 14,170 | 276 | 0.08% | 0.08% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 13,890 | 271 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 13,842 | 270 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 13,758 | 268 | 0.1% | 0.1% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 13,734 | 268 | 0.03% | 0.03% | 132 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 13,578 | 265 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | No change | 13,471 | 263 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HANOVER ADVISORS INC | History | No change | 11,686 | 228 | 0.08% | 0.08% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Straight Path Wealth Management | History | No change | 11,659 | 227 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hyposwiss Advisors SA | History | No change | 11,215 | 219 | 0.21% | 0.21% | 137 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| World Investment Advisors | History | No change | 10,886 | 214 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 10,090 | 197 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 10,037 | 196 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 9,202 | 179 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Crews Bank & Trust | History | No change | 8,975 | 175 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| MATHER GROUP, LLC. | History | No change | 8,348 | 163 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| United Community Bank | History | No change | 8,005 | 156 | 0.05% | 0.05% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | No change | 7,190 | 140 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hills Bank & Trust Co | History | No change | 6,118 | 119 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Key FInancial Inc | History | No change | 5,540 | 108 | 0.02% | 0.02% | 147 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 5,326 | 104 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 5,063 | 98 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,963 | 96 | 0.02% | 0.02% | 150 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4,292 | 83 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CNB Bank | History | No change | 4,190 | 81 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 3,560 | 69 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JPL Wealth Management, LLC | History | No change | 3,384 | 66 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 3,360 | 65 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NBH Bank | History | No change | 3,134 | 61 | 0.03% | 0.03% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MCF Advisors LLC | History | No change | 2,616 | 51 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,567 | 50 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 2,556 | 49 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD Capital Management LLC | History | No change | 2,304 | 45 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Trust, LLC | History | No change | 2,136 | 41 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| High Note Wealth, LLC | History | No change | 1,508 | 29 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,148 | 22 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Robbins Farley | History | No change | 1,007 | 19 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| First PREMIER Bank | History | No change | 849 | 17 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pflug Koory, LLC | History | No change | 911 | 17 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | No change | 880 | 17 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 756 | 14 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 430 | 8 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| VANGUARD ADVISERS INC | History | No change | 404 | 7 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 345 | 6 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 126 | 2 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 71 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |