iSHARES TRUST - IBTL
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 | 2,544,060 | 51,364 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUE Private Wealth Advisors | History | No change | 1,688,677 | 34,094 | 2.94% | 2.94% | 2 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BlackRock, Inc. | History | No change | 1,307,693 | 26,402 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | No change | 990,421 | 19,996 | 1.35% | 1.35% | 4 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 913,630 | 18,446 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 892,700 | 18,023 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 841,069 | 16,375 | 0.27% | 0.35% | 7 | -257,435 | -23.44% | Q3 2026 | Oct 01, 2026 |
| Krilogy Financial LLC | History | No change | 753,026 | 15,203 | 0.45% | 0.45% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MORGAN STANLEY | History | No change | 730,848 | 14,755 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 676,777 | 13,664 | 0.04% | 0.04% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 655,984 | 13,238 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Probity Advisors, Inc. | History | No change | 558,788 | 11,281 | 1.61% | 1.61% | 12 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 536,805 | 10,838 | 4.25% | 4.25% | 13 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 484,813 | 9,788 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 496,439 | 9,665 | 0.76% | — | 15 | +496,439 | New | Q3 2026 | Oct 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 470,144 | 9,492 | 0.06% | 0.06% | 16 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Legacy Private Trust Co. | History | No change | 455,751 | 9,201 | 0.51% | 0.51% | 17 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 445,255 | 8,989 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Snowden Capital Advisors LLC | History | No change | 406,659 | 8,210 | 0.19% | 0.19% | 19 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Headland Capital, LLC | History | No change | 405,441 | 8,185 | 2.02% | 2.02% | 20 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 399,026 | 8,056 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 396,107 | 7,989 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 337,588 | 6,815 | 2.5% | 2.5% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SPRENG CAPITAL MANAGEMENT, INC. | History | No change | 314,831 | 6,356 | 2.31% | 2.31% | 24 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FAGAN ASSOCIATES, INC. | History | No change | 277,458 | 5,601 | 0.69% | 0.69% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Stockman Wealth Management, Inc. | History | No change | 264,766 | 5,345 | 0.55% | 0.55% | 26 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ROYAL BANK OF CANADA | History | No change | 253,349 | 5,115 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Asset Dedication, LLC | History | No change | 242,011 | 4,886 | 0.31% | 0.31% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Yoder Wealth Management, Inc. | History | No change | 226,174 | 4,566 | 1.78% | 1.78% | 29 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | No change | 224,307 | 4,528 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | No change | 215,153 | 4,343 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 209,387 | 4,227 | 0.2% | 0.2% | 32 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Accretive Wealth Partners, LLC | History | No change | 205,085 | 4,140 | 1.01% | 1.01% | 33 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Whalen Wealth Management Inc. | History | No change | 201,860 | 4,075 | 1.83% | 1.83% | 34 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CENTRAL TRUST Co | History | No change | 187,041 | 3,776 | 0.07% | 0.07% | 35 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 169,612 | 3,424 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 168,327 | 3,398 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 158,390 | 3,197 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 157,222 | 3,174 | 0.01% | 0.01% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 139,397 | 2,814 | 0.17% | 0.17% | 40 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 133,676 | 2,698 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 127,242 | 2,569 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 112,419 | 2,269 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| LPL Financial LLC | History | No change | 92,600 | 1,869 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 86,561 | 1,747 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Valmark Advisers, Inc. | History | No change | 83,711 | 1,690 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cetera Investment Advisers | History | No change | 82,940 | 1,674 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Smartleaf Asset Management LLC | History | No change | 72,236 | 1,461 | 0.05% | 0.05% | 48 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EIGHT 31 FINANCIAL, LLC | History | No change | 68,555 | 1,384 | 0.82% | 0.82% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| L2 Asset Management, LLC | History | No change | 66,158 | 1,335 | 0.14% | 0.14% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 61,664 | 1,244 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 60,869 | 1,231 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 58,450 | 1,180 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 58,431 | 1,179 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 57,652 | 1,163 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 56,771 | 1,146 | 0.02% | 0.02% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MOULTON WEALTH MANAGEMENT, INC | History | No change | 49,511 | 995 | 0.65% | 0.65% | 57 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 46,895 | 946 | 0.03% | 0.03% | 58 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| JANE STREET GROUP, LLC | History | No change | 45,658 | 921 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONECO ADVISORS, LLC | History | No change | 41,322 | 861 | 0.05% | 0.05% | 60 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Community Financial Services Group, LLC | History | No change | 41,068 | 824 | 0.12% | 0.12% | 61 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Montecito Bank & Trust | History | Added to | 40,261 | 783 | 0.12% | 0.11% | 62 | +4,730 | 13.31% | Q3 2026 | Oct 01, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 38,089 | 769 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 36,105 | 728 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Kestra Advisory Services, LLC | History | No change | 33,669 | 679 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 33,505 | 676 | 0.27% | 0.27% | 66 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 33,344 | 673 | 0.05% | 0.05% | 67 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cerity Partners LLC | History | No change | 32,467 | 655 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 31,626 | 638 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 29,637 | 598 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Old Port Advisors | History | No change | 28,829 | 582 | 0.11% | 0.11% | 71 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Wealth Partners, LLC | History | No change | 28,638 | 578 | 0.08% | 0.08% | 72 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CITADEL ADVISORS LLC | History | No change | 28,388 | 573 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Modern Wealth Management, LLC | History | No change | 26,952 | 544 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compass Ion Advisors, LLC | History | No change | 26,181 | 528 | 0.05% | 0.05% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 25,406 | 512 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 25,373 | 512 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Visionary Wealth Advisors | History | No change | 24,834 | 501 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| National Philanthropic Trust | History | No change | 24,606 | 496 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 21,936 | 442 | 0.27% | 0.27% | 80 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DecisionMap Wealth Management, LLC | History | No change | 21,577 | 435 | 0.24% | 0.24% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Granite Harbor Advisors, Inc. | History | No change | 20,590 | 415 | 0.16% | 0.16% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Wealth Management Strategies, Inc. | History | No change | 19,960 | 402 | 0.16% | 0.16% | 83 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Jacobi Capital Management LLC | History | No change | 19,803 | 399 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 19,466 | 393 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CGN Advisors LLC | History | No change | 18,964 | 382 | 0.03% | 0.03% | 86 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| XY Planning Network, Inc. | History | No change | 18,964 | 382 | 0.05% | 0.05% | 87 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 18,633 | 376 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Great Diamond Partners, LLC | History | No change | 18,419 | 371 | 0.06% | 0.06% | 89 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 18,108 | 365 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Kestra Investment Management, LLC | History | No change | 17,917 | 361 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Prosperity Planning, Inc. | History | No change | 17,434 | 351 | 0.08% | 0.08% | 92 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Reliant Wealth Planning | History | No change | 16,898 | 341 | 0.09% | 0.09% | 93 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Single Point Partners, LLC | History | No change | 16,393 | 330 | 0.06% | 0.06% | 94 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| STAR Financial Bank | History | No change | 15,860 | 320 | 0.13% | 0.13% | 95 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BIP Wealth, LLC | History | No change | 15,605 | 315 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Advisors, LLC | History | No change | 14,778 | 298 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | No change | 14,700 | 296 | 0.04% | 0.04% | 98 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 14,099 | 284 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Guidance Point Advisors, LLC | History | No change | 13,815 | 278 | 0.06% | 0.06% | 100 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 13,110 | 264 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 12,416 | 250 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Lido Advisors, LLC | History | No change | 11,886 | 239 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 11,327 | 228 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 11,129 | 224 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mariner, LLC | History | No change | 11,070 | 223 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 10,764 | 217 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 10,246 | 206 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Trust Co | History | No change | 8,395 | 169 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 7,585 | 153 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Bellecapital International Ltd. | History | No change | 6,992 | 141 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 5,545 | 111 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Key FInancial Inc | History | No change | 5,365 | 108 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 5,233 | 105 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 4,895 | 98 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 4,400 | 88 | 0.02% | 0.02% | 116 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| JPL Wealth Management, LLC | History | No change | 4,230 | 85 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 4,149 | 83 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CNB Bank | History | No change | 4,054 | 81 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 3,591 | 72 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TD Capital Management LLC | History | No change | 2,479 | 50 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Clearstead Advisors, LLC | History | No change | 2,450 | 49 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 1,720 | 34 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,280 | 25 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Longview Financial Advisors LLC | History | No change | 1,243 | 25 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Crews Bank & Trust | History | No change | 1,150 | 23 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Hyposwiss Advisors SA | History | No change | 1,160 | 23 | 0.02% | 0.02% | 127 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| First PREMIER Bank | History | No change | 837 | 17 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Pflug Koory, LLC | History | No change | 884 | 17 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 748 | 15 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 682 | 13 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 620 | 12 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | No change | 617 | 12 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| NBH Bank | History | No change | 280 | 5 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 142 | 2 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ASSETMARK, INC | History | No change | 96 | 1 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |