iSHARES TRUST - IDU
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Destination Wealth Management | History | No change | 605,045 | 69,344 | 1.62% | 1.62% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 580,329 | 66,511 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 531,947 | 60,966 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 401,558 | 46,022 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 203,313 | 23,303 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 173,885 | 19,928 | 0.1% | 0.1% | 6 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 171,781 | 19,687 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 127,590 | 14,623 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LBMC INVESTMENT ADVISORS, LLC | History | No change | 107,355 | 12,303 | 0.67% | 0.67% | 9 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cetera Investment Advisers | History | No change | 102,592 | 11,757 | 0.01% | 0.01% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 96,376 | 11,045 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 95,061 | 10,894 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 88,178 | 10,105 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 86,376 | 9,907 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 85,917 | 9,846 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ARRIEN INVESTMENTS, INC. | History | No change | 70,480 | 8,077 | 4.07% | 4.07% | 16 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sovran Advisors, LLC | History | No change | 65,724 | 7,582 | 0.56% | 0.56% | 17 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PGIM Custom Harvest LLC | History | No change | 64,158 | 7,353 | 0.09% | 0.09% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 58,261 | 6,677 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 54,033 | 6,192 | 0.01% | 0.01% | 20 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 52,616 | 6,111 | 0.17% | 0.17% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 52,695 | 6,039 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 52,430 | 6,008 | 2.46% | 2.46% | 23 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 50,061 | 5,737 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 48,299 | 5,642 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 45,058 | 5,164 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 44,649 | 5,117 | 0.01% | 0.01% | 27 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sanctuary Advisors, LLC | History | No change | 35,806 | 4,103 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | No change | 34,638 | 3,970 | 0.06% | 0.06% | 29 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPMORGAN CHASE & CO | History | No change | 32,856 | 3,819 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRUDENTIAL PLC | History | No change | 32,900 | 3,770 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CROBAN | History | No change | 32,554 | 3,730 | 1.64% | 1.64% | 32 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Quadrature Capital Ltd | History | No change | 31,294 | 3,586 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 30,881 | 3,539 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 28,490 | 3,265 | 0.06% | 0.06% | 35 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| XTX Topco Ltd | History | No change | 28,079 | 3,218 | 0.04% | 0.04% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 24,128 | 2,765 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 23,579 | 2,702 | 0.18% | 0.18% | 38 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 23,025 | 2,638 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Private Advisor Group, LLC | History | No change | 22,891 | 2,623 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 21,826 | 2,501 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 21,036 | 2,410 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | No change | 20,986 | 2,405 | 0.4% | 0.4% | 43 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CITADEL ADVISORS LLC | History | No change | 20,771 | 2,380 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth LP | History | No change | 20,212 | 2,316 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 19,645 | 2,251 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealthstar Advisors, LLC | History | No change | 19,001 | 2,177 | 0.63% | 0.63% | 47 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| BOS Asset Management, LLC | History | No change | 18,098 | 2,074 | 0.48% | 0.48% | 48 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Waverly Advisors, LLC | History | No change | 18,043 | 2,067 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 17,957 | 2,058 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 17,934 | 2,055 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 17,909 | 2,052 | 0.03% | 0.03% | 52 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 17,048 | 1,953 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 16,281 | 1,865 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 16,207 | 1,857 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WealthCare Investment Partners, LLC | History | No change | 15,455 | 1,771 | 0.43% | 0.43% | 56 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| First Citizens Financial Corp | History | Reduced | 16,729 | 1,686 | 0.71% | 0.8% | 57 | -57 | -0.34% | Q3 2026 | Oct 02, 2026 |
| HighTower Advisors, LLC | History | No change | 14,216 | 1,629 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FIFTH THIRD BANCORP | History | No change | 13,809 | 1,582 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Essex LLC | History | No change | 13,540 | 1,551 | 0.24% | 0.24% | 60 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 13,427 | 1,546 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 13,175 | 1,509 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 13,159 | 1,508 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 12,960 | 1,485 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | No change | 11,830 | 1,355 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 11,796 | 1,352 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 11,772 | 1,349 | 0.03% | 0.03% | 67 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 10,388 | 1,190 | 0.2% | 0.2% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 10,225 | 1,171 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 9,041 | 1,036 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sigma Planning Corp | History | No change | 8,473 | 971 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 8,296 | 950 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 8,280 | 948 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Management Associates, Inc. | History | No change | 8,147 | 933 | 0.26% | 0.26% | 74 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Westerkirk Capital Inc. | History | No change | 8,065 | 924 | 0.09% | 0.09% | 75 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkadios Wealth Advisors | History | No change | 7,981 | 914 | 0.01% | 0.01% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 8,055 | 911 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 7,943 | 910 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ridge Creek Global, Inc | History | No change | 7,824 | 896 | 0.7% | 0.7% | 79 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PKS Advisory Services, LLC | History | No change | 7,813 | 895 | 0.14% | 0.14% | 80 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 7,807 | 894 | 0.02% | 0.02% | 81 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Simmons Bank | History | No change | 7,736 | 886 | 0.05% | 0.05% | 82 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,379 | 845 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 7,130 | 817 | 0.09% | 0.09% | 84 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Capital Investment Advisors, LLC | History | No change | 7,048 | 807 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IMC-Chicago, LLC | History | No change | 7,000 | 802 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | No change | 6,960 | 797 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Saxony Capital Management, LLC | History | No change | 6,898 | 790 | 0.36% | 0.36% | 88 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | No change | 6,882 | 788 | 0.07% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Mullooly Asset Management, Inc. | History | No change | 6,871 | 787 | 0.24% | 0.24% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sharkey, Howes & Javer | History | No change | 6,857 | 785 | 0.09% | 0.09% | 91 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GARRISON POINT ADVISORS, LLC | History | No change | 6,675 | 765 | 0.31% | 0.31% | 92 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| High Net Worth Advisory Group LLC | History | No change | 6,400 | 733 | 0.16% | 0.16% | 93 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NewEdge Advisors, LLC | History | No change | 6,383 | 731 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | No change | 6,255 | 716 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 6,220 | 712 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Independence Bank of Kentucky | History | No change | 6,032 | 691 | 0.08% | 0.08% | 97 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| OPPENHEIMER & CO INC | History | No change | 5,899 | 676 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HRT FINANCIAL LP | History | No change | 5,847 | 670 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Management Systems Inc. | History | No change | 5,537 | 634 | 0.13% | 0.13% | 100 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Bank of New York Mellon Corp | History | No change | 5,494 | 629 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 5,398 | 619 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 5,227 | 599 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | No change | 5,200 | 595 | 0.08% | 0.08% | 104 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Merit Financial Group, LLC | History | No change | 5,169 | 592 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Creative Planning | History | No change | 5,139 | 589 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 5,131 | 588 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 4,860 | 557 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Evanson Financial, LLC | History | No change | 4,785 | 548 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 4,762 | 546 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Fiduciary Alliance LLC | History | No change | 4,731 | 542 | 0.04% | 0.04% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| S&A Financial Services, Inc. | History | No change | 4,553 | 521 | 0.32% | 0.32% | 112 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Legacy Wealth Partners, LLC | History | No change | 4,311 | 494 | 0.11% | 0.11% | 113 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 4,279 | 490 | 0.05% | 0.05% | 114 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Empirical Asset Management, LLC | History | No change | 4,260 | 488 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 4,240 | 485 | 0.05% | 0.05% | 116 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Grant Private Wealth Management Inc | History | No change | 4,127 | 472 | 0.2% | 0.2% | 117 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Quartz Partners, LLC | History | No change | 4,114 | 471 | 0.15% | 0.15% | 118 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 4,109 | 470 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Madden Advisory Services, Inc. | History | No change | 4,104 | 470 | 0.17% | 0.17% | 120 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 4,104 | 470 | 0.28% | 0.28% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Brookwood Investment Group LLC | History | No change | 4,079 | 467 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Adams Wealth Management | History | No change | 4,019 | 460 | 0.09% | 0.09% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CacheTech Inc. | History | No change | 4,019 | 460 | 0.07% | 0.07% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 3,922 | 449 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Virtue Capital Management, LLC | History | No change | 3,848 | 441 | 0.06% | 0.06% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Vise Technologies, Inc. | History | No change | 3,805 | 436 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 3,800 | 435 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | No change | 3,678 | 427 | 0.02% | 0.02% | 129 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Brookstone Capital Management | History | No change | 3,573 | 409 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Lighthouse Financial LLC | History | No change | 3,500 | 401 | 0.21% | 0.21% | 131 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 3,448 | 395 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Weaver Consulting Group | History | No change | 3,446 | 394 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SMITH, MOORE & CO. | History | No change | 3,416 | 391 | 0.03% | 0.03% | 134 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 3,373 | 386 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 3,333 | 381 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Summit Financial, LLC | History | No change | 3,325 | 381 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 3,278 | 375 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,256 | 373 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 3,212 | 368 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Midwest Trust Co | History | No change | 3,072 | 352 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Advisory Alpha, LLC | History | No change | 3,070 | 351 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,062 | 350 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| COMMERCE BANK | History | No change | 3,025 | 346 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 3,000 | 343 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 2,895 | 331 | 0.14% | 0.14% | 146 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 2,871 | 329 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Forbes Financial Planning, Inc. | History | No change | 2,859 | 327 | 0.18% | 0.18% | 148 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Simplicity Wealth,LLC | History | No change | 2,860 | 327 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Moors & Cabot, Inc. | History | No change | 2,799 | 320 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 2,779 | 318 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 2,713 | 310 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 2,671 | 306 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| EP Wealth Advisors, LLC | History | No change | 2,643 | 302 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Greenspring Advisors, LLC | History | No change | 2,587 | 296 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BROWN ADVISORY INC | History | No change | 2,579 | 295 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Field & Main Bank | History | No change | 2,580 | 295 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cornerstone Management, Inc. | History | No change | 2,559 | 293 | 0.04% | 0.04% | 158 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Heritage Trust Co | History | No change | 2,558 | 293 | 0.03% | 0.03% | 159 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 2,550 | 292 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| North Star Investment Management Corp. | History | No change | 2,458 | 281 | 0.02% | 0.02% | 161 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 2,353 | 269 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Royal Fund Management, LLC | History | No change | 2,345 | 268 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lido Advisors, LLC | History | No change | 2,217 | 254 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Apollon Wealth Management, LLC | History | No change | 2,223 | 254 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| DAVENPORT & Co LLC | History | No change | 2,206 | 252 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 2,200 | 252 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 2,207 | 252 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| XML Financial, LLC | History | No change | 2,173 | 249 | 0.02% | 0.02% | 169 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TPG Advisors LLC | History | No change | 2,175 | 249 | 0.14% | 0.14% | 170 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Keystone Wealth Services, LLC | History | No change | 2,120 | 242 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Valmark Advisers, Inc. | History | No change | 2,111 | 241 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Gotham Asset Management, LLC | History | No change | 2,096 | 240 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 2,100 | 240 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rede Wealth, LLC | History | No change | 2,074 | 237 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Heartland Consultants, Inc. | History | No change | 2,051 | 235 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 2,057 | 235 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Caprock Group, LLC | History | No change | 2,028 | 232 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 2,021 | 231 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 2,001 | 229 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Financial Advisory LLC | History | No change | 1,998 | 228 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | No change | 1,976 | 226 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,971 | 225 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| IHT Wealth Management, LLC | History | No change | 1,960 | 224 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sun Group Wealth Partners | History | No change | 1,944 | 222 | 0.15% | 0.15% | 185 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 1,932 | 221 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 1,936 | 221 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Gladstone Institutional Advisory LLC | History | No change | 1,928 | 221 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,920 | 220 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| DAVIS R M INC | History | No change | 1,900 | 217 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,888 | 216 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,880 | 215 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Meridian Wealth Management, LLC | History | No change | 1,872 | 214 | 0.01% | 0.01% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| &PARTNERS | History | No change | 1,858 | 212 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 1,835 | 210 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SAXON INTERESTS, INC. | History | No change | 1,823 | 208 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Helium Advisors LLC | History | No change | 1,781 | 204 | 0.17% | 0.17% | 197 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 1,753 | 200 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Stratos Investment Management, LLC | History | No change | 1,746 | 200 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Tyche Wealth Partners LLC | History | No change | 1,746 | 200 | 0.03% | 0.03% | 200 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CENTRAL TRUST Co | History | No change | 1,664 | 190 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| AdvisorNet Financial, Inc | History | No change | 1,655 | 189 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Advanced Asset Management Advisors Inc | History | No change | 1,608 | 184 | 0.05% | 0.05% | 203 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| BlackRock, Inc. | History | No change | 1,552 | 177 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Forum Finance Group S.A. | History | No change | 1,915 | 177 | 0.06% | 0.06% | 205 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,523 | 174 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| US BANCORP \DE\ | History | No change | 1,514 | 173 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Nova Wealth Management, Inc. | History | No change | 1,480 | 169 | 0.09% | 0.09% | 208 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,470 | 168 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| CX Institutional | History | Added to | 1,566 | 158 | 0.0% | 0.01% | 210 | +4 | 0.26% | Q3 2026 | Oct 02, 2026 |
| AE Wealth Management LLC | History | No change | 1,302 | 149 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 1,244 | 142 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,179 | 135 | 0.1% | 0.1% | 213 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Capital Analysts, LLC | History | No change | 1,052 | 121 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 980 | 112 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Milestone Investment Advisors LLC | History | No change | 940 | 107 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 883 | 101 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 800 | 91 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sterling Capital Management LLC | History | No change | 770 | 88 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CoreCap Advisors, LLC | History | No change | 760 | 87 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 752 | 86 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| MATHER GROUP, LLC. | History | No change | 724 | 82 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 700 | 80 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CITIGROUP INC | History | No change | 705 | 80 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SHP Wealth Management | History | No change | 700 | 80 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 683 | 78 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UMB Bank, n.a. | History | No change | 675 | 77 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 669 | 76 | 0.05% | 0.05% | 228 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Avion Wealth | History | No change | 660 | 75 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | No change | 651 | 74 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Westside Investment Management, Inc. | History | No change | 630 | 72 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TRUST CO OF VERMONT | History | No change | 603 | 69 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 601 | 68 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Colonial Trust Co / SC | History | No change | 600 | 68 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AlphaCore Capital LLC | History | No change | 575 | 65 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BLUELINE ADVISORS LLC | History | No change | 515 | 59 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Security National Bank | History | No change | 500 | 57 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Davis Capital Management | History | No change | 466 | 53 | 0.03% | 0.03% | 238 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| IFP Advisors, Inc | History | No change | 411 | 47 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 407 | 46 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MATRIX PRIVATE CAPITAL GROUP LLC | History | No change | 400 | 45 | 0.02% | 0.02% | 241 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 370 | 42 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Rice Partnership, LLC | History | No change | 358 | 41 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Concord Wealth Partners | History | No change | 366 | 41 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Hilltop National Bank | History | No change | 366 | 41 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 356 | 40 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 344 | 39 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFG Advisory, LLC | History | No change | 338 | 38 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Asset Dedication, LLC | History | No change | 325 | 37 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| WealthShield Partners, LLC | History | No change | 306 | 35 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TSFG, LLC | History | No change | 300 | 34 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Vanguard National Trust Co | History | No change | 295 | 33 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strive Financial Group ,LLC | History | No change | 274 | 31 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group LLC | History | No change | 251 | 28 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 233 | 26 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Qube Research & Technologies Ltd | History | No change | 212 | 24 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 214 | 24 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Anchor Investment Management, LLC | History | No change | 205 | 23 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| Synergy Investment Management, LLC | History | No change | 206 | 23 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ancora Advisors LLC | History | No change | 200 | 22 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Command Advisory Services, Inc. | History | No change | 183 | 20 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 165 | 18 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SouthState Bank Corp | History | No change | 150 | 17 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 149 | 17 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| Signature Equity Partners, LLC | History | No change | 154 | 17 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 145 | 16 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 131 | 15 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 100 | 11 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 100 | 11 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 101 | 11 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Investors Portfolio Services LLC | History | No change | 103 | 11 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HM PAYSON & CO | History | No change | 90 | 10 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 79 | 9 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rialto Wealth Management, LLC | History | No change | 74 | 8 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| High Point Wealth Management, LLC | History | No change | 74 | 8 | 0.01% | 0.01% | 275 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Front Row Advisors LLC | History | No change | 68 | 7 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 67 | 7 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 55 | 6 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Triumph Capital Management | History | No change | 56 | 6 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Golden State Wealth Management, LLC | History | No change | 59 | 6 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Founders Financial Alliance, LLC | History | No change | 57 | 6 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 55 | 6 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 55 | 6 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Winthrop Capital Management, LLC | History | No change | 53 | 6 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 49 | 5 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 43 | 4 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Archer Investment Corp | History | No change | 42 | 4 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Financial Life Planners | History | No change | 33 | 3 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Versant Capital Management, Inc | History | No change | 22 | 2 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Oct 01, 2026 |
| PRIVATE TRUST CO NA | History | No change | 11 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |