iShares U.S. ETF Trust - ICSH

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
FMR LLC History No change 4,814,831 243,534 0.01% 0.01% 1 0 0.0% Q2 2026 Aug 13, 2026
UBS Group AG History No change 4,266,367 215,792 0.03% 0.03% 2 0 0.0% Q2 2026 Aug 13, 2026
FOSTER DYKEMA CABOT & PARTNERS, LLC History No change 4,228,824 213,893 12.43% 12.43% 3 0 0.0% Q2 2026 Aug 11, 2026
BANK OF AMERICA CORP /DE/ History No change 3,905,917 197,561 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 14, 2026
LPL Financial LLC History No change 3,824,663 193,451 0.04% 0.04% 5 0 0.0% Q2 2026 Aug 07, 2026
Focus Partners Wealth History No change 3,144,032 159,025 0.16% 0.16% 6 0 0.0% Q2 2026 Aug 12, 2026
BOK Financial Private Wealth, Inc. History No change 2,097,755 106,104 5.44% 5.44% 7 0 0.0% Q2 2026 Aug 07, 2026
Temasek Holdings (Private) Ltd History No change 1,973,943 99,842 0.27% 0.27% 8 0 0.0% Q2 2026 Aug 07, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 1,947,459 98,045 0.16% 0.16% 9 0 0.0% Q2 2026 Jul 15, 2026
ROYAL BANK OF CANADA History No change 1,864,828 94,323 0.01% 0.01% 10 0 0.0% Q2 2026 Aug 14, 2026
DONALDSON CAPITAL MANAGEMENT, LLC History No change 1,708,669 86,424 2.47% 2.47% 11 0 0.0% Q2 2026 Aug 05, 2026
RAYMOND JAMES FINANCIAL INC History No change 1,377,331 69,665 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
Iron Gate Global Advisors LLC History No change 1,368,146 69,200 6.69% 6.69% 13 0 0.0% Q2 2026 Aug 14, 2026
Winthrop Advisory Group LLC History No change 1,360,435 68,810 4.63% 4.63% 14 0 0.0% Q2 2026 Jul 17, 2026
Summit Financial, LLC History No change 1,203,043 60,849 0.67% 0.67% 15 0 0.0% Q2 2026 Aug 12, 2026
Foster Group, Inc. History No change 1,181,596 59,765 1.59% 1.59% 16 0 0.0% Q2 2026 Jul 07, 2026
Acorns Advisers, LLC History No change 1,074,931 54,370 0.35% 0.35% 17 0 0.0% Q2 2026 Aug 14, 2026
Diversified Portfolios, Inc. History No change 1,073,775 54,311 3.94% 3.94% 18 0 0.0% Q2 2026 Aug 04, 2026
BlackRock, Inc. History No change 1,039,430 52,574 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 944,326 47,764 0.05% 0.05% 20 0 0.0% Q2 2026 Aug 13, 2026
Macro Advisors, Inc. History No change 929,607 47,019 14.99% 14.99% 21 0 0.0% Q2 2026 Aug 11, 2026
OSAIC HOLDINGS, INC. History No change 911,467 46,102 0.05% 0.05% 22 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 840,079 42,491 0.01% 0.01% 23 0 0.0% Q2 2026 Sep 23, 2026
Valtinson Bruner Financial Planning LLC History No change 812,880 41,115 10.3% 10.3% 24 0 0.0% Q2 2026 Aug 03, 2026
Prosperity Consulting Group, LLC History No change 762,087 38,546 1.46% 1.46% 25 0 0.0% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History No change 756,300 38,253 0.03% 0.03% 26 0 0.0% Q2 2026 Aug 12, 2026
Capital Advantage, Inc. History No change 742,780 37,569 4.58% 4.58% 27 0 0.0% Q2 2026 Jul 13, 2026
EXCHANGE TRADED CONCEPTS, LLC History No change 710,844 35,954 0.16% 0.16% 28 0 0.0% Q2 2026 Aug 11, 2026
Cambridge Investment Research Advisors, Inc. History No change 572,587 28,961 0.07% 0.07% 29 0 0.0% Q2 2026 Jul 27, 2026
Cetera Investment Advisers History No change 535,899 27,105 0.02% 0.02% 30 0 0.0% Q2 2026 Aug 12, 2026
MOTCO History No change 519,000 26,251 2.25% 2.25% 31 0 0.0% Q2 2026 Jul 31, 2026
Steele Capital Management, Inc. History No change 518,375 26,219 0.96% 0.96% 32 0 0.0% Q2 2026 Jul 28, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 509,974 25,794 0.56% 0.56% 33 0 0.0% Q2 2026 Jul 17, 2026
Advisory Services Network, LLC History No change 487,516 24,658 0.28% 0.28% 34 0 0.0% Q2 2026 Aug 12, 2026
Avestar Capital, LLC History No change 486,417 24,602 1.37% 1.37% 35 0 0.0% Q2 2026 Jul 29, 2026
Sand Hill Global Advisors, LLC History No change 480,554 24,306 0.73% 0.73% 36 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 463,525 23,445 0.05% 0.05% 37 0 0.0% Q2 2026 Aug 07, 2026
Corient Private Wealth LP History No change 445,201 22,518 0.03% 0.03% 38 0 0.0% Q2 2026 Aug 27, 2026
CreativeOne Wealth, LLC History No change 439,192 22,214 0.48% 0.48% 39 0 0.0% Q2 2026 Aug 13, 2026
HighTower Advisors, LLC History No change 435,680 22,036 0.02% 0.02% 40 0 0.0% Q2 2026 Aug 05, 2026
Elwood & Goetz Wealth Advisory Group, LLC History No change 432,906 21,896 3.24% 3.24% 41 0 0.0% Q2 2026 Aug 13, 2026
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC History No change 431,446 21,822 1.21% 1.21% 42 0 0.0% Q2 2026 Aug 04, 2026
Roble, Belko & Company, Inc History No change 422,906 21,391 2.31% 2.31% 43 0 0.0% Q2 2026 Jul 24, 2026
SIGNATUREFD, LLC History No change 388,564 19,653 0.26% 0.26% 44 0 0.0% Q2 2026 Jul 23, 2026
J.W. COLE ADVISORS, INC. History No change 387,461 19,597 0.34% 0.34% 45 0 0.0% Q2 2026 Jul 21, 2026
MGO ONE SEVEN LLC History No change 353,220 17,865 0.3% 0.3% 46 0 0.0% Q2 2026 Jul 31, 2026
Cynosure Group, LLC History No change 333,254 16,855 2.53% 2.53% 47 0 0.0% Q2 2026 Aug 05, 2026
BOKF, NA History No change 327,784 16,579 0.23% 0.23% 48 0 0.0% Q2 2026 Aug 10, 2026
MY Wealth Management Inc. History No change 326,780 16,528 11.64% 11.64% 49 0 0.0% Q2 2026 Aug 07, 2026
Global Strategic Investment Solutions, LLC History No change 325,545 16,466 1.46% 1.46% 50 0 0.0% Q2 2026 Aug 07, 2026
Parallel Advisors, LLC History No change 319,168 16,143 0.25% 0.25% 51 0 0.0% Q2 2026 Aug 05, 2026
Galvin, Gaustad & Stein, LLC History No change 307,503 15,553 1.15% 1.15% 52 0 0.0% Q2 2026 Jul 29, 2026
Private Advisor Group, LLC History No change 298,277 15,086 0.07% 0.07% 53 0 0.0% Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 296,818 15,013 0.02% 0.02% 54 0 0.0% Q2 2026 Jul 29, 2026
SIMON QUICK ADVISORS, LLC History No change 293,172 14,828 0.6% 0.6% 55 0 0.0% Q2 2026 Jul 28, 2026
Edgemoor Investment Advisors, Inc. History No change 284,762 14,403 0.98% 0.98% 56 0 0.0% Q2 2026 Aug 07, 2026
ALKEME WEALTH, LLC History No change 283,723 14,350 5.49% 5.49% 57 0 0.0% Q2 2026 Jul 16, 2026
Wellington Grp LLC History No change 283,412 14,334 3.79% 3.79% 58 0 0.0% Q2 2026 Aug 26, 2026
Financial Engines Advisors L.L.C. History No change 278,787 14,101 0.03% 0.03% 59 0 0.0% Q2 2026 Aug 14, 2026
Resonant Capital Advisors, LLC History No change 270,325 13,673 0.65% 0.65% 60 0 0.0% Q2 2026 Jul 24, 2026
Congress Park Capital LLC History No change 266,645 13,486 3.64% 3.64% 61 0 0.0% Q2 2026 Jul 14, 2026
Morningstar Investment Management LLC History No change 259,023 13,111 0.81% 0.81% 62 0 0.0% Q2 2026 Jul 21, 2026
Savant Capital, LLC History No change 246,360 12,460 0.04% 0.04% 63 0 0.0% Q2 2026 Aug 10, 2026
Bay Capital Advisors, LLC History No change 245,687 12,426 6.66% 6.66% 64 0 0.0% Q2 2026 Jul 21, 2026
Merit Financial Group, LLC History No change 244,034 12,343 0.08% 0.08% 65 0 0.0% Q2 2026 Jul 20, 2026
Global Retirement Partners, LLC History No change 243,286 12,305 0.19% 0.19% 66 0 0.0% Q2 2026 Aug 06, 2026
JPMORGAN CHASE & CO History No change 241,976 12,240 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 12, 2026
Bison Wealth, LLC History No change 237,882 11,998 1.1% 1.1% 68 0 0.0% Q2 2026 Jul 07, 2026
GUIDANCE CAPITAL, INC History No change 235,331 11,884 2.54% 2.54% 69 0 0.0% Q2 2026 Jul 20, 2026
Janney Montgomery Scott LLC History No change 230,259 11,647 0.02% 0.02% 70 0 0.0% Q2 2026 Aug 05, 2026
Sherry Group, Inc. History No change 224,753 11,369 11.1% 11.1% 71 0 0.0% Q2 2026 Jul 15, 2026
Glassy Mountain Advisors, Inc. History No change 211,676 10,706 2.93% 2.93% 72 0 0.0% Q2 2026 Jul 31, 2026
HENGEHOLD CAPITAL MANAGEMENT LLC History No change 206,690 10,454 0.81% 0.81% 73 0 0.0% Q2 2026 Jul 16, 2026
Summit Wealth Group, LLC History No change 205,499 10,394 2.12% 2.12% 74 0 0.0% Q2 2026 Aug 04, 2026
General Partner, Inc. History Added to 205,947 10,379 5.56% 3.77% 75 +67,300 48.54% Q3 2026 Oct 05, 2026
HANSEATIC MANAGEMENT SERVICES INC History No change 201,499 10,191 7.5% 7.5% 76 0 0.0% Q2 2026 Aug 07, 2026
Pinnacle Financial Partners, Inc. History No change 199,512 10,091 0.07% 0.07% 77 0 0.0% Q2 2026 Aug 14, 2026
RPg Family Wealth Advisory, LLC History No change 189,794 9,599 1.99% 1.99% 78 0 0.0% Q2 2026 Aug 04, 2026
Snider Financial Group History No change 188,034 9,510 2.42% 2.42% 79 0 0.0% Q2 2026 Jul 14, 2026
Cannon Financial Strategists, Inc. History No change 186,598 9,438 1.07% 1.07% 80 0 0.0% Q2 2026 Aug 07, 2026
Plum Street Advisors, LLC History No change 184,334 9,323 2.98% 2.98% 81 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 182,648 9,238 0.35% 0.35% 82 0 0.0% Q2 2026 Jul 22, 2026
MJT & Associates Financial Advisory Group, Inc. History No change 174,177 8,809 5.83% 5.83% 83 0 0.0% Q2 2026 Jul 06, 2026
Beacon Pointe Advisors, LLC History No change 169,663 8,581 0.04% 0.04% 84 0 0.0% Q2 2026 Aug 18, 2026
Farrow Financial, Inc. History No change 166,704 8,431 4.5% 4.5% 85 0 0.0% Q2 2026 Aug 04, 2026
GWN SECURITIES INC. History No change 165,073 8,349 1.4% 1.4% 86 0 0.0% Q2 2026 Aug 05, 2026
Concurrent Investment Advisors, LLC History No change 155,150 7,847 0.07% 0.07% 87 0 0.0% Q2 2026 Jul 27, 2026
Rochester Wealth Strategies, LLC History No change 153,381 7,758 4.29% 4.29% 88 0 0.0% Q2 2026 Jul 22, 2026
Cerro Pacific Wealth Advisors LLC History No change 150,872 7,631 1.73% 1.73% 89 0 0.0% Q2 2026 Jul 15, 2026
Dynamic Advisor Solutions LLC History No change 146,625 7,416 0.21% 0.21% 90 0 0.0% Q2 2026 Jul 07, 2026
Philadelphia Investment Partners, LLC History No change 145,872 7,377 4.59% 4.59% 91 0 0.0% Q2 2026 Aug 14, 2026
CASTLE WEALTH MANAGEMENT LLC History No change 143,581 7,262 2.15% 2.15% 92 0 0.0% Q2 2026 Jul 31, 2026
Creative Planning History No change 142,669 7,216 0.0% 0.0% 93 0 0.0% Q2 2026 Aug 13, 2026
BEACON FINANCIAL GROUP History No change 139,683 7,065 0.64% 0.64% 94 0 0.0% Q2 2026 Jul 16, 2026
Cerity Partners LLC History No change 137,823 6,971 0.01% 0.01% 95 0 0.0% Q2 2026 Aug 14, 2026
Allworth Financial LP History No change 137,044 6,931 0.03% 0.03% 96 0 0.0% Q2 2026 Aug 11, 2026
CAHABA WEALTH MANAGEMENT, INC. History No change 136,954 6,927 0.42% 0.42% 97 0 0.0% Q2 2026 Jul 31, 2026
Able Wealth Management LLC History No change 128,416 6,495 1.49% 1.49% 98 0 0.0% Q2 2026 Jul 29, 2026
Virtue Capital Management, LLC History No change 127,651 6,456 0.86% 0.86% 99 0 0.0% Q2 2026 Aug 05, 2026
Sanctuary Advisors, LLC History No change 126,173 6,381 0.03% 0.03% 100 0 0.0% Q2 2026 Aug 13, 2026
SHUFRO ROSE & CO LLC History No change 121,703 6,155 0.35% 0.35% 101 0 0.0% Q2 2026 Aug 12, 2026
Mutual Advisors, LLC History No change 121,409 6,140 0.12% 0.12% 102 0 0.0% Q2 2026 Aug 14, 2026
JONES FINANCIAL COMPANIES LLLP History No change 120,312 6,084 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 14, 2026
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC History No change 116,388 5,886 0.31% 0.31% 104 0 0.0% Q2 2026 Aug 14, 2026
Jacobi Capital Management LLC History No change 116,389 5,886 0.29% 0.29% 105 0 0.0% Q2 2026 Jul 31, 2026
J HAGAN CAPITAL, INC. History No change 116,325 5,883 2.73% 2.73% 106 0 0.0% Q2 2026 Aug 14, 2026
Lebenthal Global Advisors, LLC History No change 115,276 5,830 0.79% 0.79% 107 0 0.0% Q2 2026 Jul 30, 2026
Ameritas Advisory Services, LLC History No change 114,561 5,794 0.12% 0.12% 108 0 0.0% Q2 2026 Aug 14, 2026
Powerhouse Assets LLC History No change 114,054 5,768 4.7% 4.7% 109 0 0.0% Q2 2026 Jul 23, 2026
Wealth Architects, LLC History No change 113,799 5,755 0.45% 0.45% 110 0 0.0% Q2 2026 Jul 23, 2026
WT Wealth Management History No change 113,341 5,732 1.59% 1.59% 111 0 0.0% Q2 2026 Jul 22, 2026
Sowell Financial Services LLC History No change 112,829 5,706 0.19% 0.19% 112 0 0.0% Q2 2026 Jul 17, 2026
FFT WEALTH MANAGEMENT LLC History No change 111,337 5,631 0.88% 0.88% 113 0 0.0% Q2 2026 Jul 27, 2026
Sigma Planning Corp History No change 109,555 5,541 0.14% 0.14% 114 0 0.0% Q2 2026 Aug 07, 2026
Integrated Advisors Network LLC History No change 104,800 5,300 0.24% 0.24% 115 0 0.0% Q2 2026 Aug 11, 2026
MAIMON WEALTH MANAGEMENT LTD. History No change 104,115 5,266 4.06% 4.06% 116 0 0.0% Q2 2026 Jul 24, 2026
ASHFORD CAPITAL MANAGEMENT INC History No change 103,715 5,245 0.56% 0.56% 117 0 0.0% Q2 2026 Aug 21, 2026
Financial Gravity Companies, Inc. History No change 103,366 5,228 0.85% 0.85% 118 0 0.0% Q2 2026 Aug 05, 2026
Veridan Wealth LLC History No change 102,902 5,204 1.77% 1.77% 119 0 0.0% Q2 2026 Aug 10, 2026
Wealth Enhancement Trust Services, Inc. History No change 101,574 5,137 0.57% 0.57% 120 0 0.0% Q2 2026 Jul 22, 2026
IRON Financial LLC History No change 101,049 5,111 2.11% 2.11% 121 0 0.0% Q2 2026 Jul 22, 2026
Sequoia Financial Advisors, LLC History No change 100,669 5,091 0.03% 0.03% 122 0 0.0% Q2 2026 Jul 17, 2026
FORTE ASSET MANAGEMENT LLC History No change 100,320 5,074 2.07% 2.07% 123 0 0.0% Q2 2026 Jul 21, 2026
WealthBridge Capital Management, LLC History No change 99,911 5,053 1.0% 1.0% 124 0 0.0% Q2 2026 Jul 24, 2026
PANORAMIC INVESTMENT ADVISORS, LLC History No change 99,644 5,040 2.41% 2.41% 125 0 0.0% Q2 2026 Aug 13, 2026
Haverford Trust Co History No change 97,278 4,920 0.04% 0.04% 126 0 0.0% Q2 2026 Aug 12, 2026
SEMITAM BONAM LLC History No change 95,635 4,837 3.55% 3.55% 127 0 0.0% Q2 2026 Jul 24, 2026
Mullaney, Keating & Wright, Inc. History No change 95,042 4,807 2.32% 2.32% 128 0 0.0% Q2 2026 Jul 14, 2026
URS Advisory LLC History No change 93,988 4,753 2.65% 2.65% 129 0 0.0% Q2 2026 Jul 27, 2026
Legacy Wealth Managment, LLC/ID History No change 93,803 4,744 1.95% 1.95% 130 0 0.0% Q2 2026 Aug 13, 2026
Advocacy Wealth Management, LLC History No change 92,129 4,659 0.17% 0.17% 131 0 0.0% Q2 2026 Jul 29, 2026
BCR Wealth Strategies, LLC History No change 91,680 4,637 1.3% 1.3% 132 0 0.0% Q2 2026 Jul 31, 2026
Agate Pass Investment Management, LLC History No change 90,713 4,588 1.69% 1.69% 133 0 0.0% Q2 2026 Jul 08, 2026
Realta Investment Advisors History No change 90,472 4,576 1.42% 1.42% 134 0 0.0% Q2 2026 Jul 20, 2026
Chicago Partners Investment Group LLC History No change 87,866 4,436 0.09% 0.09% 135 0 0.0% Q2 2026 Jul 29, 2026
Vilga Financial Planning LLC History No change 87,598 4,430 3.36% 3.36% 136 0 0.0% Q2 2026 Jul 09, 2026
HB Wealth Management, LLC History No change 86,376 4,368 0.02% 0.02% 137 0 0.0% Q2 2026 Jul 29, 2026
INTEGRAL INVESTMENT ADVISORS, INC. History No change 84,702 4,284 0.94% 0.94% 138 0 0.0% Q2 2026 Jul 07, 2026
Oakmont Advisory Group, LLC History No change 80,806 4,087 3.43% 3.43% 139 0 0.0% Q2 2026 Aug 03, 2026
Hudson Oak Wealth Advisory LLC History No change 80,420 4,067 3.14% 3.14% 140 0 0.0% Q2 2026 Jul 21, 2026
CAPTRUST FINANCIAL ADVISORS History No change 79,857 4,039 0.01% 0.01% 141 0 0.0% Q2 2026 Aug 13, 2026
COOPER INVESTORS PTY LTD History No change 79,721 4,032 1.85% 1.85% 142 0 0.0% Q2 2026 Jul 06, 2026
SP Asset Management LLC History No change 79,451 4,018 0.32% 0.32% 143 0 0.0% Q2 2026 Aug 04, 2026
Arax Advisory Partners History No change 78,823 3,986 0.03% 0.03% 144 0 0.0% Q2 2026 Aug 10, 2026
BARINGS LLC History No change 78,600 3,975 0.07% 0.07% 145 0 0.0% Q2 2026 Aug 07, 2026
Krilogy Financial LLC History No change 78,434 3,967 0.12% 0.12% 146 0 0.0% Q2 2026 Jul 27, 2026
Kestra Advisory Services, LLC History No change 77,134 3,901 0.01% 0.01% 147 0 0.0% Q2 2026 Jul 28, 2026
Princeton Global Asset Management LLC History No change 76,269 3,857 0.55% 0.55% 148 0 0.0% Q2 2026 Jul 16, 2026
TRB Wealth Management, LLC History No change 75,751 3,831 0.51% 0.51% 149 0 0.0% Q2 2026 Aug 11, 2026
NORTHERN TRUST CORP History No change 74,743 3,780 0.0% 0.0% 150 0 0.0% Q2 2026 Aug 13, 2026
CFS Investment Advisory Services, LLC History No change 74,372 3,751 0.25% 0.25% 151 0 0.0% Q2 2026 Jul 16, 2026
Keystone Financial Group History No change 72,538 3,668 0.22% 0.22% 152 0 0.0% Q2 2026 Jul 29, 2026
Farther Finance Advisors, LLC History No change 71,859 3,634 0.03% 0.03% 153 0 0.0% Q2 2026 Jul 17, 2026
Steward Partners Investment Advisory, LLC History No change 71,820 3,632 0.02% 0.02% 154 0 0.0% Q2 2026 Aug 13, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 71,569 3,619 0.13% 0.13% 155 0 0.0% Q2 2026 Jul 13, 2026
VISTA FINANCE, LLC History No change 71,397 3,611 2.02% 2.02% 156 0 0.0% Q2 2026 Jul 16, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 69,390 3,509 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 13, 2026
Waverly Advisors, LLC History No change 68,572 3,468 0.02% 0.02% 158 0 0.0% Q2 2026 Aug 14, 2026
GUYASUTA INVESTMENT ADVISORS INC History No change 68,235 3,451 0.18% 0.18% 159 0 0.0% Q2 2026 Jul 20, 2026
David Kennon Inc History No change 67,495 3,413 1.13% 1.13% 160 0 0.0% Q2 2026 Jul 22, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 67,306 3,404 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 12, 2026
Bulwark Capital Corp History No change 66,863 3,381 1.9% 1.9% 162 0 0.0% Q2 2026 Jul 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 66,340 3,355 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 19, 2026
MORGAN STANLEY History No change 66,314 3,354 0.0% 0.0% 164 0 0.0% Q2 2026 Aug 13, 2026
Kroeger Financial Partners History No change 63,606 3,217 3.11% 3.11% 165 0 0.0% Q2 2026 Jul 27, 2026
Tempus Wealth Planning, LLC History No change 63,145 3,193 0.62% 0.62% 166 0 0.0% Q2 2026 Jul 22, 2026
Lido Advisors, LLC History No change 62,347 3,153 0.01% 0.01% 167 0 0.0% Q2 2026 Aug 07, 2026
GUARDIAN WEALTH ADVISORS, LLC / NC History No change 60,367 3,053 0.17% 0.17% 168 0 0.0% Q2 2026 Aug 14, 2026
Apollon Wealth Management, LLC History No change 60,042 3,036 0.04% 0.04% 169 0 0.0% Q2 2026 Jul 22, 2026
Modern Wealth Management, LLC History No change 56,899 2,877 0.03% 0.03% 170 0 0.0% Q2 2026 Aug 13, 2026
Avidian Wealth Enterprises, LLC History No change 56,743 2,870 0.08% 0.08% 171 0 0.0% Q2 2026 Jul 24, 2026
IFP Advisors, Inc History No change 56,435 2,854 0.05% 0.05% 172 0 0.0% Q2 2026 Jul 20, 2026
PHILLIPS FINANCIAL MANAGEMENT, LLC History No change 55,910 2,827 0.21% 0.21% 173 0 0.0% Q2 2026 Aug 03, 2026
CITIGROUP INC History No change 55,805 2,822 0.0% 0.0% 174 0 0.0% Q2 2026 Aug 03, 2026
OFC FINANCIAL PLANNING, LLC History No change 55,471 2,805 2.49% 2.49% 175 0 0.0% Q2 2026 Aug 05, 2026
Landing Point Financial Group, LLC History No change 55,085 2,786 0.95% 0.95% 176 0 0.0% Q2 2026 Aug 06, 2026
ATX Financial Planning, LLC History No change 54,527 2,757 1.82% 1.82% 177 0 0.0% Q2 2026 Aug 20, 2026
Prime Capital Investment Advisors, LLC History No change 54,188 2,740 0.03% 0.03% 178 0 0.0% Q2 2026 Aug 05, 2026
Chesley Taft & Associates LLC History No change 53,374 2,699 0.11% 0.11% 179 0 0.0% Q2 2026 Jul 08, 2026
Zhang Financial LLC History No change 52,906 2,676 0.08% 0.08% 180 0 0.0% Q2 2026 Jul 30, 2026
Ariadne Wealth Management, LP History No change 51,845 2,622 1.16% 1.16% 181 0 0.0% Q2 2026 Aug 13, 2026
VISTA INVESTMENT MANAGEMENT History No change 51,055 2,582 0.78% 0.78% 182 0 0.0% Q2 2026 Aug 12, 2026
Alpha Zero LLC History No change 50,885 2,569 0.97% 0.97% 183 0 0.0% Q2 2026 Jul 17, 2026
Wills Financial Group LLC History No change 49,217 2,489 0.91% 0.91% 184 0 0.0% Q2 2026 Aug 14, 2026
9823 Capital, L.P. History No change 48,549 2,455 1.66% 1.66% 185 0 0.0% Q2 2026 Aug 14, 2026
Capital Analysts, LLC History No change 47,343 2,395 0.06% 0.06% 186 0 0.0% Q2 2026 Aug 05, 2026
Thrive Capital Management, LLC History No change 47,292 2,392 0.45% 0.45% 187 0 0.0% Q2 2026 Aug 05, 2026
GREENUP STREET WEALTH MANAGEMENT LLC History No change 47,111 2,382 0.29% 0.29% 188 0 0.0% Q2 2026 Jul 27, 2026
ASSETMARK, INC History No change 47,016 2,378 0.0% 0.0% 189 0 0.0% Q2 2026 Jul 30, 2026
Wealthfront Advisers LLC History No change 45,934 2,323 0.0% 0.0% 190 0 0.0% Q2 2026 Aug 07, 2026
LongView Wealth Management History No change 45,641 2,308 0.59% 0.59% 191 0 0.0% Q2 2026 Jul 17, 2026
Family Manage LLC History No change 45,491 2,300 0.24% 0.24% 192 0 0.0% Q2 2026 Aug 14, 2026
Baird Financial Group, Inc. History No change 45,310 2,291 0.0% 0.0% 193 0 0.0% Q2 2026 Aug 12, 2026
NWF Advisory Services Inc. History No change 44,993 2,275 0.21% 0.21% 194 0 0.0% Q2 2026 Jul 29, 2026
Valmark Advisers, Inc. History No change 44,858 2,268 0.02% 0.02% 195 0 0.0% Q2 2026 Aug 06, 2026
Perigon Wealth Management, LLC History No change 44,848 2,268 0.04% 0.04% 196 0 0.0% Q2 2026 Aug 07, 2026
LJI Wealth Management, LLC History No change 44,735 2,262 0.32% 0.32% 197 0 0.0% Q2 2026 Jul 31, 2026
Riggs Asset Managment Co. Inc. History No change 43,505 2,200 0.39% 0.39% 198 0 0.0% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History No change 43,496 2,200 0.01% 0.01% 199 0 0.0% Q2 2026 Aug 12, 2026
Rockefeller Capital Management L.P. History No change 42,837 2,166 0.0% 0.0% 200 0 0.0% Q2 2026 Aug 13, 2026
Michels Family Financial, LLC History No change 42,827 2,166 1.39% 1.39% 201 0 0.0% Q2 2026 Aug 14, 2026
StoneCrest Wealth Management, Inc. History No change 42,517 2,150 0.69% 0.69% 202 0 0.0% Q2 2026 Jul 09, 2026
Comprehensive Money Management Services LLC History No change 42,414 2,145 1.35% 1.35% 203 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 41,733 2,110 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 13, 2026
Vise Technologies, Inc. History No change 41,483 2,098 0.02% 0.02% 205 0 0.0% Q2 2026 Aug 10, 2026
Advisor OS, LLC History No change 41,343 2,091 0.14% 0.14% 206 0 0.0% Q2 2026 Aug 05, 2026
Ifrah Financial Services, Inc. History No change 40,742 2,060 0.5% 0.5% 207 0 0.0% Q2 2026 Jul 21, 2026
Cresset Asset Management, LLC History No change 40,628 2,054 0.01% 0.01% 208 0 0.0% Q2 2026 Aug 14, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 39,708 2,008 0.2% 0.2% 209 0 0.0% Q2 2026 Jul 13, 2026
Proficio Capital Partners LLC History No change 39,325 1,989 0.07% 0.07% 210 0 0.0% Q2 2026 Aug 14, 2026
Impact Partnership Wealth, LLC History No change 38,992 1,972 0.19% 0.19% 211 0 0.0% Q2 2026 Jul 29, 2026
Belpointe Asset Management LLC History No change 38,953 1,970 0.06% 0.06% 212 0 0.0% Q2 2026 Jul 31, 2026
PRINCIPAL SECURITIES, INC. History No change 38,717 1,958 0.02% 0.02% 213 0 0.0% Q2 2026 Aug 04, 2026
CGN Advisors LLC History No change 38,269 1,935 0.14% 0.14% 214 0 0.0% Q2 2026 Jul 06, 2026
RHS Financial, LLC History No change 37,987 1,921 0.77% 0.77% 215 0 0.0% Q2 2026 Aug 07, 2026
Matrix Trust Co History No change 37,965 1,920 0.28% 0.28% 216 0 0.0% Q2 2026 Jul 09, 2026
ZACKS INVESTMENT MANAGEMENT History No change 37,080 1,875 0.01% 0.01% 217 0 0.0% Q2 2026 Aug 13, 2026
SEIZERT CAPITAL PARTNERS, LLC History No change 36,356 1,838 0.08% 0.08% 218 0 0.0% Q2 2026 Aug 05, 2026
KANE INVESTMENT MANAGEMENT, INC. History No change 36,195 1,830 0.78% 0.78% 219 0 0.0% Q2 2026 Aug 14, 2026
D.A. DAVIDSON & CO. History No change 35,335 1,787 0.01% 0.01% 220 0 0.0% Q2 2026 Jul 24, 2026
HighPoint Advisor Group LLC History No change 35,293 1,785 0.06% 0.06% 221 0 0.0% Q2 2026 Aug 05, 2026
Brookstone Capital Management History No change 34,917 1,766 0.02% 0.02% 222 0 0.0% Q2 2026 Jul 15, 2026
PENSION & WEALTH MANAGEMENT ADVISORS, INC. History No change 34,792 1,759 0.47% 0.47% 223 0 0.0% Q2 2026 Aug 07, 2026
Bank of New York Mellon Corp History No change 34,520 1,746 0.0% 0.0% 224 0 0.0% Q2 2026 Aug 06, 2026
Johnson Bixby & Associates, LLC History No change 34,133 1,726 0.19% 0.19% 225 0 0.0% Q2 2026 Jul 16, 2026
Aptus Capital Advisors, LLC History No change 34,066 1,723 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 12, 2026
Composition Wealth, LLC History No change 33,598 1,699 0.02% 0.02% 227 0 0.0% Q2 2026 Jul 22, 2026
Orion Capital Management LLC History No change 33,167 1,677 0.52% 0.52% 228 0 0.0% Q2 2026 Aug 17, 2026
Atwater Malick LLC History No change 33,036 1,670 0.36% 0.36% 229 0 0.0% Q2 2026 Jul 27, 2026
Go Invest LLC History No change 32,479 1,642 0.39% 0.39% 230 0 0.0% Q2 2026 Aug 05, 2026
Advocate Investing Services LLC History No change 32,412 1,639 1.26% 1.26% 231 0 0.0% Q2 2026 Jul 28, 2026
Guardian Wealth Advisors, LLC History No change 32,320 1,634 0.82% 0.82% 232 0 0.0% Q2 2026 Aug 05, 2026
MSH Capital Advisors LLC History No change 32,217 1,629 0.28% 0.28% 233 0 0.0% Q2 2026 Aug 10, 2026
MAINSAIL ASSET MANAGEMENT, LLC History No change 32,124 1,622 0.64% 0.64% 234 0 0.0% Q2 2026 Aug 12, 2026
Vista Cima Wealth Management LLC History No change 32,085 1,622 1.21% 1.21% 235 0 0.0% Q2 2026 Aug 07, 2026
ELEVATE WEALTH ADVISORY, INC History No change 32,054 1,621 0.93% 0.93% 236 0 0.0% Q2 2026 Aug 14, 2026
Brindle & Bay Financial Advisors, LLC History No change 32,001 1,618 0.81% 0.81% 237 0 0.0% Q2 2026 Jul 20, 2026
BANK OF MONTREAL /CAN/ History No change 31,425 1,589 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 12, 2026
Investor's Fiduciary Advisor Network, LLC History No change 31,183 1,577 0.54% 0.54% 239 0 0.0% Q2 2026 Aug 13, 2026
Alpha Financial Partners LLC History No change 30,237 1,529 0.8% 0.8% 240 0 0.0% Q2 2026 Aug 11, 2026
Talon Private Wealth, LLC History No change 30,235 1,529 0.18% 0.18% 241 0 0.0% Q2 2026 Sep 11, 2026
Capital Wealth Alliance, LLC History No change 29,668 1,500 0.7% 0.7% 242 0 0.0% Q2 2026 Jul 31, 2026
Slow Capital, Inc. History No change 29,195 1,476 0.17% 0.17% 243 0 0.0% Q2 2026 Jul 22, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 29,037 1,469 0.02% 0.02% 244 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 28,819 1,457 0.01% 0.01% 245 0 0.0% Q2 2026 Aug 11, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC. History No change 28,572 1,445 0.05% 0.05% 246 0 0.0% Q2 2026 Jul 08, 2026
Csenge Advisory Group History No change 28,362 1,434 0.06% 0.06% 247 0 0.0% Q2 2026 Aug 10, 2026
Robertson Stephens Wealth Management, LLC History No change 28,347 1,433 0.04% 0.04% 248 0 0.0% Q2 2026 Jul 29, 2026
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV History No change 26,684 1,349 0.35% 0.35% 249 0 0.0% Q2 2026 Aug 07, 2026
Heck Capital Advisors, LLC History No change 26,689 1,349 0.08% 0.08% 250 0 0.0% Q2 2026 Jul 10, 2026
TWO SIGMA SECURITIES, LLC History No change 26,489 1,339 0.12% 0.12% 251 0 0.0% Q2 2026 Aug 14, 2026
Pathstone Holdings, LLC History No change 26,154 1,322 0.0% 0.0% 252 0 0.0% Q2 2026 Aug 13, 2026
Fusion Capital, LLC History No change 25,341 1,281 0.3% 0.3% 253 0 0.0% Q2 2026 Aug 05, 2026
AssuredPartners Investment Advisors, LLC History No change 24,759 1,252 0.12% 0.12% 254 0 0.0% Q2 2026 Aug 10, 2026
YHB Investment Advisors, Inc. History No change 24,456 1,236 0.08% 0.08% 255 0 0.0% Q2 2026 Jul 14, 2026
Tradewinds Capital Management, LLC History No change 23,753 1,201 0.21% 0.21% 256 0 0.0% Q2 2026 Jul 23, 2026
BCGM Wealth Management, LLC History No change 23,609 1,194 0.25% 0.25% 257 0 0.0% Q2 2026 Aug 04, 2026
49 WEALTH MANAGEMENT, LLC History No change 22,956 1,161 0.22% 0.22% 258 0 0.0% Q2 2026 Aug 18, 2026
ALONGSIDE, LLC History No change 22,956 1,161 0.22% 0.22% 259 0 0.0% Q2 2026 Aug 14, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 22,907 1,158 0.01% 0.01% 260 0 0.0% Q2 2026 Aug 13, 2026
FIRST NATIONAL BANK OF OMAHA History No change 22,709 1,148 0.03% 0.03% 261 0 0.0% Q2 2026 Aug 07, 2026
Old North State Wealth Management, LLC History No change 22,226 1,124 0.48% 0.48% 262 0 0.0% Q2 2026 Jul 17, 2026
Integrated Wealth Concepts LLC History No change 22,198 1,122 0.01% 0.01% 263 0 0.0% Q2 2026 Sep 08, 2026
IMG Wealth Management, Inc. History No change 22,016 1,113 0.62% 0.62% 264 0 0.0% Q2 2026 Aug 07, 2026
Hennion & Walsh Asset Management, Inc. History No change 21,991 1,112 0.03% 0.03% 265 0 0.0% Q2 2026 Jul 08, 2026
Bulltick Wealth Management, LLC History No change 21,838 1,104 0.23% 0.23% 266 0 0.0% Q2 2026 Jul 30, 2026
BLB&B Advisors, LLC History No change 21,272 1,075 0.04% 0.04% 267 0 0.0% Q2 2026 Aug 05, 2026
Round Rock Advisors LLC History No change 21,100 1,067 0.14% 0.14% 268 0 0.0% Q2 2026 Aug 12, 2026
Base Wealth Management LLC History No change 20,940 1,059 0.49% 0.49% 269 0 0.0% Q2 2026 Jul 22, 2026
Perennial Investment Advisors, LLC History No change 20,580 1,040 0.07% 0.07% 270 0 0.0% Q2 2026 Aug 14, 2026
Boltwood Capital Management History No change 20,600 1,038 0.23% 0.24% 271 0 0.0% Q3 2026 Oct 02, 2026
Ackerman Asset Management, LLC History No change 20,468 1,035 0.62% 0.62% 272 0 0.0% Q2 2026 Aug 10, 2026
PARK AVENUE SECURITIES LLC History No change 20,271 1,025 0.01% 0.01% 273 0 0.0% Q2 2026 Jul 20, 2026
NewEdge Wealth, LLC History No change 20,149 1,019 0.01% 0.01% 274 0 0.0% Q2 2026 Aug 10, 2026
BIP Wealth, LLC History No change 19,802 1,001 0.03% 0.03% 275 0 0.0% Q2 2026 Aug 03, 2026
Davis Wealth Advisors, LLC History No change 19,748 998 0.77% 0.77% 276 0 0.0% Q2 2026 Aug 14, 2026
Wick Capital Partners, LLC History No change 19,328 977 0.15% 0.15% 277 0 0.0% Q2 2026 Aug 14, 2026
Hegarty Advisors, LLC History No change 19,234 972 0.67% 0.67% 278 0 0.0% Q2 2026 Jul 27, 2026
Indivisible Partners History No change 18,969 959 0.05% 0.05% 279 0 0.0% Q2 2026 Aug 04, 2026
Peterson Wealth Advisors, LLC History No change 18,734 947 0.11% 0.11% 280 0 0.0% Q2 2026 Aug 10, 2026
Brand Asset Management Group, Inc. History No change 18,695 945 0.21% 0.21% 281 0 0.0% Q2 2026 Aug 12, 2026
Factor Wealth Management LTD History No change 18,637 942 0.14% 0.14% 282 0 0.0% Q2 2026 Jul 07, 2026
BAM Wealth Management, LLC History No change 18,523 936 0.59% 0.59% 283 0 0.0% Q2 2026 Jul 14, 2026
Boothe Investment Group, Inc. History No change 18,490 935 0.29% 0.29% 284 0 0.0% Q2 2026 Jul 14, 2026
REGATTA CAPITAL GROUP, LLC History No change 18,408 931 0.13% 0.13% 285 0 0.0% Q2 2026 Aug 12, 2026
WHITTIER TRUST CO History No change 18,311 923 0.01% 0.01% 286 0 0.0% Q2 2026 Jul 27, 2026
Procyon Advisors, LLC History No change 18,185 919 0.04% 0.04% 287 0 0.0% Q2 2026 Jul 09, 2026
Equitable Holdings, Inc. History No change 17,978 909 0.01% 0.01% 288 0 0.0% Q2 2026 Aug 17, 2026
Sovereign Financial Group, Inc. History No change 17,742 897 0.14% 0.14% 289 0 0.0% Q2 2026 Jul 24, 2026
NICOLET BANKSHARES INC History No change 17,174 866 0.03% 0.03% 290 0 0.0% Q2 2026 Aug 11, 2026
Riverstone Advisors, LLC History No change 16,974 858 0.36% 0.36% 291 0 0.0% Q2 2026 Aug 06, 2026
Glass Jacobson Investment Advisors llc History No change 16,971 858 0.27% 0.27% 292 0 0.0% Q2 2026 Jul 30, 2026
BANK OF HAWAII History No change 16,892 854 0.04% 0.04% 293 0 0.0% Q2 2026 Aug 13, 2026
Meramec Financial Planners, LLC History No change 16,745 845 0.31% 0.31% 294 0 0.0% Q2 2026 Jul 28, 2026
WESCAP Management Group, Inc. History No change 16,380 828 0.15% 0.15% 295 0 0.0% Q2 2026 Aug 11, 2026
Astra Wealth Partners LLC History No change 16,294 824 0.44% 0.44% 296 0 0.0% Q2 2026 Aug 11, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 16,169 817 0.09% 0.09% 297 0 0.0% Q2 2026 Jul 09, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 15,970 807 0.01% 0.01% 298 0 0.0% Q2 2026 Jul 28, 2026
CONDOR CAPITAL MANAGEMENT History No change 15,888 803 0.06% 0.06% 299 0 0.0% Q2 2026 Aug 12, 2026
Sankala Group LLC History No change 15,855 801 0.53% 0.53% 300 0 0.0% Q2 2026 Aug 18, 2026