iSHARES TRUST - IDV
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.
Showing first 300 of
632 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 14,500,643 | 600,761 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 8,538,854 | 353,764 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 5,612,695 | 232,533 | 0.04% | 0.04% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 4,526,887 | 187,548 | 0.04% | 0.04% | 4 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 4,022,070 | 166,634 | 0.21% | 0.21% | 5 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 4,020,717 | 166,019 | 0.03% | 0.03% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 3,849,528 | 159,485 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 3,678,911 | 152,417 | 0.03% | 0.03% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank of New York Mellon Corp | History | No change | 2,851,073 | 118,119 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,485,729 | 102,984 | 0.02% | 0.02% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 2,195,127 | 90,944 | 0.1% | 0.1% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,804,394 | 74,756 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,605,145 | 66,501 | 0.06% | 0.06% | 13 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HighTower Advisors, LLC | History | No change | 1,438,419 | 59,593 | 0.06% | 0.06% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 1,300,427 | 53,876 | 0.07% | 0.07% | 15 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,297,636 | 53,761 | 0.03% | 0.03% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 1,232,000 | 51,041 | 2.97% | 2.97% | 17 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,153,819 | 49,106 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 1,159,929 | 48,055 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1,115,302 | 46,307 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 1,041,433 | 43,145 | 0.16% | 0.16% | 21 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,032,039 | 42,757 | 0.04% | 0.04% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GDS Wealth Management | History | No change | 965,473 | 39,999 | 1.9% | 1.9% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Focus Partners Wealth | History | No change | 958,642 | 39,716 | 0.04% | 0.04% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 918,114 | 38,037 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Arkadios Wealth Advisors | History | No change | 906,801 | 37,568 | 0.57% | 0.57% | 26 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| One Capital Management, LLC | History | No change | 828,851 | 35,275 | 0.98% | 0.98% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 810,468 | 33,577 | 0.26% | 0.26% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 798,132 | 33,066 | 0.03% | 0.03% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 778,589 | 32,256 | 1.19% | 1.19% | 30 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 758,329 | 31,417 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 735,821 | 30,440 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horizon Investments, LLC | History | No change | 727,488 | 30,139 | 0.33% | 0.33% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 721,547 | 29,897 | 0.04% | 0.04% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 650,724 | 26,959 | 0.16% | 0.16% | 35 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Janney Montgomery Scott LLC | History | No change | 562,136 | 23,289 | 0.05% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Berkshire Money Management, Inc. | History | No change | 551,300 | 22,840 | 2.09% | 2.09% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 500,000 | 21,505 | 0.77% | 0.77% | 38 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 502,117 | 20,802 | 0.38% | 0.38% | 39 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 499,347 | 20,725 | 0.09% | 0.09% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 492,388 | 20,399 | 0.04% | 0.04% | 41 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Parallel Advisors, LLC | History | No change | 475,963 | 19,719 | 0.3% | 0.3% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 426,275 | 17,660 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 421,282 | 17,453 | 0.8% | 0.8% | 44 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | No change | 383,370 | 15,883 | 0.02% | 0.02% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Eagle Bluffs Wealth Management LLC | History | No change | 376,612 | 15,603 | 5.21% | 5.21% | 46 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 375,511 | 15,557 | 0.08% | 0.08% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Destination Wealth Management | History | No change | 373,763 | 15,484 | 0.36% | 0.36% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sigma Planning Corp | History | No change | 368,931 | 15,284 | 0.38% | 0.38% | 49 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | No change | 348,335 | 14,431 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 343,245 | 14,220 | 7.11% | 7.11% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Kestra Advisory Services, LLC | History | No change | 335,922 | 13,917 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 332,842 | 13,789 | 4.89% | 4.89% | 53 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 327,533 | 13,569 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 322,886 | 13,377 | 0.02% | 0.02% | 55 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 322,516 | 13,361 | 0.49% | 0.49% | 56 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 297,112 | 12,309 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FAS Wealth Partners, Inc. | History | No change | 294,324 | 12,193 | 0.64% | 0.64% | 58 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Bangor Savings Bank | History | Added to | 284,103 | 11,986 | 0.91% | 0.86% | 59 | +1,093 | 0.39% | Q3 2026 | Oct 06, 2026 |
| Linscomb Wealth, Inc. | History | No change | 285,702 | 11,836 | 0.51% | 0.51% | 60 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Johnson & White Wealth Management, LLC | History | No change | 283,503 | 11,745 | 4.39% | 4.39% | 61 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 279,758 | 11,590 | 0.06% | 0.06% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | No change | 276,976 | 11,475 | 0.07% | 0.07% | 63 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| COWA, LLC | History | No change | 275,470 | 11,412 | 2.86% | 2.86% | 64 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Lido Advisors, LLC | History | No change | 274,269 | 11,363 | 0.03% | 0.03% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 272,907 | 11,306 | 0.32% | 0.32% | 66 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 264,299 | 10,949 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Capital Advisors Wealth Management, LLC | History | No change | 264,035 | 10,938 | 1.28% | 1.28% | 68 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | No change | 259,436 | 10,748 | 2.29% | 2.29% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 254,849 | 10,558 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NewEdge Advisors, LLC | History | No change | 245,488 | 10,170 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Enclave Advisors LLC | History | No change | 241,193 | 9,992 | 1.26% | 1.26% | 72 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Qube Research & Technologies Ltd | History | No change | 239,934 | 9,940 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 239,217 | 9,910 | 2.14% | 2.14% | 74 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 232,403 | 9,628 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| URS Advisory LLC | History | No change | 229,438 | 9,505 | 5.29% | 5.29% | 76 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CX Institutional | History | Added to | 216,515 | 9,135 | 0.25% | 0.24% | 77 | +15,321 | 7.62% | Q3 2026 | Oct 02, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 213,805 | 8,857 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | No change | 213,736 | 8,855 | 0.29% | 0.29% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 207,061 | 8,579 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 196,265 | 8,131 | 3.32% | 3.32% | 81 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 190,313 | 8,008 | 0.01% | 0.01% | 82 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 187,685 | 7,775 | 0.47% | 0.47% | 83 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Farther Finance Advisors, LLC | History | No change | 185,937 | 7,703 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | No change | 184,252 | 7,633 | 3.1% | 3.1% | 85 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 182,000 | 7,540 | 0.34% | 0.34% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| San Luis Wealth Advisors LLC | History | No change | 181,683 | 7,527 | 1.13% | 1.13% | 87 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Viaable, LLC | History | No change | 177,946 | 7,320 | 6.07% | 6.07% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | No change | 175,556 | 7,273 | 1.09% | 1.09% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NorthCoast Asset Management LLC | History | No change | 171,034 | 7,085 | 0.16% | 0.16% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 160,534 | 6,651 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Heartwood Wealth Advisors LLC | History | Added to | 151,882 | 6,407 | 0.51% | 0.49% | 92 | +641 | 0.42% | Q3 2026 | Oct 05, 2026 |
| Ocean Park Asset Management, LLC | History | No change | 153,737 | 6,369 | 0.31% | 0.31% | 93 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Creative Planning | History | No change | 152,262 | 6,308 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 150,047 | 6,216 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Wealth Management Associates, Inc. | History | No change | 149,439 | 6,191 | 1.71% | 1.71% | 96 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 148,637 | 6,158 | 0.74% | 0.74% | 97 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 146,468 | 6,068 | 0.1% | 0.1% | 98 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| OPPENHEIMER & CO INC | History | No change | 145,965 | 6,047 | 0.06% | 0.06% | 99 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 137,395 | 5,692 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| NWF Advisory Services Inc. | History | No change | 136,811 | 5,668 | 0.53% | 0.53% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 134,315 | 5,564 | 0.12% | 0.12% | 102 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 133,117 | 5,515 | 2.07% | 2.07% | 103 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 132,987 | 5,510 | 0.23% | 0.23% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 131,582 | 5,451 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 130,180 | 5,394 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Prota Financial, LLC | History | No change | 130,379 | 5,363 | 3.53% | 3.53% | 107 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Sterling Wealth Advisors Inc | History | No change | 126,832 | 5,254 | 2.86% | 2.86% | 108 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Access Investment Management LLC | History | No change | 126,513 | 5,241 | 1.34% | 1.34% | 109 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 124,295 | 5,149 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 121,159 | 5,019 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 119,379 | 4,945 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 119,250 | 4,940 | 0.96% | 0.96% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Gallagher Capital Advisors, LLC | History | No change | 118,608 | 4,913 | 2.81% | 2.81% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Snowden Capital Advisors LLC | History | No change | 110,883 | 4,593 | 0.11% | 0.11% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| World Investment Advisors | History | No change | 106,825 | 4,544 | 0.08% | 0.08% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Winthrop Partners - WNY, LLC | History | No change | 107,760 | 4,464 | 2.21% | 2.21% | 117 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| BFI Infinity Ltd. | History | No change | 107,374 | 4,448 | 1.32% | 1.32% | 118 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HRT FINANCIAL LP | History | No change | 106,220 | 4,400 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Operose Advisors LLC | History | No change | 104,975 | 4,349 | 0.84% | 0.84% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | No change | 104,812 | 4,342 | 0.15% | 0.15% | 121 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 102,160 | 4,232 | 0.06% | 0.06% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 100,992 | 4,184 | 0.35% | 0.35% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 100,536 | 4,165 | 0.03% | 0.03% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Thrive Capital Management, LLC | History | No change | 99,061 | 4,104 | 0.77% | 0.77% | 125 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 97,228 | 4,028 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 96,563 | 4,000 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 94,875 | 3,930 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 93,565 | 3,876 | 0.23% | 0.23% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Brady Martz Wealth Solutions, LLC | History | No change | 91,732 | 3,800 | 0.57% | 0.57% | 130 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Argent Advisors, Inc. | History | No change | 90,426 | 3,746 | 0.94% | 0.94% | 131 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NewEdge Wealth, LLC | History | No change | 90,371 | 3,744 | 0.04% | 0.04% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | No change | 89,593 | 3,711 | 0.08% | 0.08% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cascade Financial Partners, LLC | History | No change | 87,389 | 3,620 | 0.31% | 0.31% | 134 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| MARINO, STRAM & ASSOCIATES LLC | History | No change | 85,415 | 3,538 | 0.56% | 0.56% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| COMMERCE BANK | History | No change | 83,205 | 3,447 | 0.02% | 0.02% | 136 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| American Money Management, LLC | History | No change | 82,327 | 3,410 | 0.49% | 0.49% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 81,555 | 3,378 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mutual Advisors, LLC | History | No change | 77,803 | 3,223 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NAN FUNG TRINITY (HK) Ltd | History | No change | 77,800 | 3,223 | 0.32% | 0.32% | 140 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 77,652 | 3,217 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 76,680 | 3,176 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 73,382 | 3,040 | 0.51% | 0.51% | 143 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Advisory Services Network, LLC | History | No change | 73,097 | 3,028 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atwater Malick LLC | History | No change | 71,859 | 2,977 | 0.65% | 0.65% | 145 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sterling Financial Planning, Inc. | History | No change | 71,635 | 2,967 | 0.81% | 0.81% | 146 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 71,608 | 2,966 | 0.16% | 0.16% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Cerity Partners LLC | History | No change | 70,365 | 2,915 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HANCOCK WHITNEY CORP | History | No change | 69,989 | 2,899 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sanctuary Advisors, LLC | History | No change | 67,875 | 2,812 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 67,767 | 2,807 | 0.29% | 0.29% | 151 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 66,689 | 2,762 | 0.08% | 0.08% | 152 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| BANK OF HAWAII | History | No change | 64,959 | 2,691 | 0.13% | 0.13% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| bLong Financial, LLC | History | No change | 64,746 | 2,682 | 1.75% | 1.75% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 64,394 | 2,668 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Financial Perspectives, Inc | History | No change | 63,096 | 2,614 | 0.64% | 0.64% | 156 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Waverly Advisors, LLC | History | No change | 63,089 | 2,613 | 0.02% | 0.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | No change | 62,694 | 2,597 | 0.27% | 0.27% | 158 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | No change | 62,401 | 2,585 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Advisory Solutions, LLC | History | No change | 61,945 | 2,566 | 0.53% | 0.53% | 160 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| IFP Advisors, Inc | History | No change | 61,875 | 2,563 | 0.05% | 0.05% | 161 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 61,691 | 2,555 | 0.13% | 0.13% | 162 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Golden State Wealth Management, LLC | History | No change | 61,655 | 2,554 | 0.23% | 0.23% | 163 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEDBUSH SECURITIES INC | History | No change | 61,083 | 2,531 | 0.07% | 0.07% | 164 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 61,000 | 2,527 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Argyle Capital Partners, LLC | History | No change | 60,423 | 2,503 | 1.58% | 1.58% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Vise Technologies, Inc. | History | No change | 60,124 | 2,490 | 0.03% | 0.03% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SAXON INTERESTS, INC. | History | No change | 59,752 | 2,475 | 0.68% | 0.68% | 168 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 59,530 | 2,466 | 0.03% | 0.03% | 169 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Cooper Financial Group | History | No change | 58,746 | 2,433 | 0.2% | 0.2% | 170 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 57,995 | 2,402 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Manske Wealth Management | History | No change | 57,609 | 2,386 | 0.59% | 0.59% | 172 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Midwest Trust Co | History | No change | 56,693 | 2,348 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Park Edge Advisors, LLC | History | No change | 56,267 | 2,331 | 0.49% | 0.49% | 174 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Balentine LLC | History | No change | 55,809 | 2,312 | 0.08% | 0.08% | 175 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | No change | 55,501 | 2,299 | 0.62% | 0.62% | 176 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Sound Stewardship, LLC | History | No change | 54,469 | 2,256 | 0.93% | 0.93% | 177 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| GOULD ASSET MANAGEMENT LLC /CA/ | History | No change | 54,280 | 2,248 | 0.35% | 0.35% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| 180 WEALTH ADVISORS, LLC | History | No change | 54,174 | 2,244 | 0.22% | 0.22% | 179 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Bluesphere Advisors LLC | History | No change | 53,918 | 2,233 | 0.69% | 0.69% | 180 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Trajan Wealth LLC | History | No change | 52,137 | 2,160 | 0.08% | 0.08% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantum Portfolio Management LLC | History | No change | 52,099 | 2,158 | 0.78% | 0.78% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avantax Planning Partners, Inc. | History | No change | 51,943 | 2,151 | 0.05% | 0.05% | 183 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Alteri Wealth LLC | History | No change | 51,156 | 2,119 | 0.59% | 0.59% | 184 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FINANCIAL ADVISORY PARTNERS, LLC | History | No change | 51,146 | 2,118 | 0.55% | 0.55% | 185 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 50,857 | 2,107 | 0.13% | 0.13% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cornerstone Wealth Group, LLC | History | No change | 50,705 | 2,100 | 0.12% | 0.12% | 187 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Integras Partners LLC | History | No change | 50,395 | 2,087 | 1.15% | 1.15% | 188 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Squarepoint Ops LLC | History | No change | 50,013 | 2,072 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 50,027 | 2,072 | 0.02% | 0.02% | 190 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Element Wealth, LLC | History | No change | 48,162 | 1,995 | 0.75% | 0.75% | 191 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gerald Baker Financial Group LLC | History | No change | 47,702 | 1,976 | 0.56% | 0.56% | 192 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Ellis Investment Partners, LLC | History | No change | 47,635 | 1,973 | 0.3% | 0.3% | 193 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Regal Investment Advisors LLC | History | No change | 46,548 | 1,928 | 0.1% | 0.1% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prospera Financial Services Inc | History | No change | 45,730 | 1,894 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Concord Wealth Partners | History | No change | 45,698 | 1,893 | 0.22% | 0.22% | 196 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mission Creek Capital Partners, Inc. | History | No change | 44,881 | 1,859 | 0.33% | 0.33% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Petix & Botte Co | History | No change | 44,479 | 1,842 | 0.37% | 0.37% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 44,411 | 1,839 | 0.18% | 0.18% | 199 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 44,120 | 1,827 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Three Bearings Fiduciary Advisors, Inc. | History | No change | 43,902 | 1,818 | 1.63% | 1.63% | 201 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| JNBA Financial Advisors | History | No change | 42,817 | 1,773 | 0.13% | 0.13% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Composition Wealth, LLC | History | No change | 42,731 | 1,770 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| NFSG Corp | History | No change | 40,636 | 1,683 | 0.21% | 0.21% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ignite Planners, LLC | History | No change | 40,516 | 1,678 | 0.23% | 0.23% | 205 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FIRST COMMONWEALTH FINANCIAL CORP /PA/ | History | No change | 40,391 | 1,673 | 0.23% | 0.23% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Curbstone Financial Management Corp | History | No change | 40,360 | 1,672 | 0.28% | 0.28% | 207 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 40,295 | 1,669 | 0.05% | 0.05% | 208 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Navis Wealth Advisors, LLC | History | No change | 39,148 | 1,621 | 0.61% | 0.61% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 39,121 | 1,620 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 38,690 | 1,602 | 0.02% | 0.02% | 211 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MGO ONE SEVEN LLC | History | No change | 38,397 | 1,590 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | No change | 37,790 | 1,565 | 0.75% | 0.75% | 213 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stolper Co | History | No change | 37,656 | 1,560 | 0.4% | 0.4% | 214 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 36,998 | 1,554 | 0.03% | 0.03% | 215 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CreativeOne Wealth, LLC | History | No change | 37,243 | 1,542 | 0.03% | 0.03% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VICUS CAPITAL | History | No change | 36,745 | 1,522 | 0.1% | 0.1% | 217 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Fragasso Financial Advisors Inc | History | No change | 36,755 | 1,522 | 0.08% | 0.08% | 218 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sunflower Bank, N.A. | History | No change | 36,571 | 1,515 | 0.36% | 0.36% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 36,548 | 1,514 | 0.06% | 0.06% | 220 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rothschild Wealth LLC | History | No change | 36,182 | 1,499 | 0.12% | 0.12% | 221 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 36,000 | 1,491 | 0.31% | 0.31% | 222 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PKS Advisory Services, LLC | History | No change | 35,870 | 1,486 | 0.24% | 0.24% | 223 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 35,827 | 1,484 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 35,558 | 1,473 | 0.06% | 0.06% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Grange Capital, LLC | History | No change | 35,248 | 1,460 | 1.35% | 1.35% | 226 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 35,212 | 1,458 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Investment Research Partners LLC | History | No change | 34,966 | 1,448 | 0.49% | 0.49% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Savant Capital, LLC | History | No change | 34,818 | 1,445 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elite Financial, Inc. | History | No change | 34,845 | 1,443 | 0.58% | 0.58% | 230 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHCAPE WEALTH MANAGEMENT, LLC | History | No change | 34,774 | 1,440 | 0.38% | 0.38% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Axis Wealth Partners, LLC | History | No change | 34,550 | 1,431 | 0.69% | 0.69% | 232 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MOTCO | History | No change | 33,822 | 1,401 | 0.12% | 0.12% | 233 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HSBC HOLDINGS PLC | History | No change | 33,434 | 1,383 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 32,388 | 1,341 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 32,215 | 1,334 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| INVESTED ADVISORS | History | No change | 32,080 | 1,329 | 1.18% | 1.18% | 237 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| COLLECTIVE FAMILY OFFICE LLC | History | No change | 31,467 | 1,327 | 0.27% | 0.27% | 238 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | No change | 31,744 | 1,315 | 0.04% | 0.04% | 239 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Arkos Global Advisors | History | No change | 31,614 | 1,310 | 0.16% | 0.16% | 240 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 31,425 | 1,301 | 0.13% | 0.13% | 241 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Corient Private Wealth LP | History | No change | 30,744 | 1,276 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| First PREMIER Bank | History | No change | 30,515 | 1,264 | 0.2% | 0.2% | 243 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Castle Rock Wealth Management, LLC | History | No change | 30,567 | 1,257 | 0.25% | 0.25% | 244 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | No change | 30,266 | 1,253 | 0.05% | 0.05% | 245 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Sagace Wealth Management LLC | History | No change | 30,241 | 1,252 | 0.79% | 0.79% | 246 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Inman Jager Wealth Management, LLC | History | No change | 30,138 | 1,248 | 0.66% | 0.66% | 247 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 29,864 | 1,237 | 0.1% | 0.1% | 248 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | No change | 29,633 | 1,227 | 0.12% | 0.12% | 249 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Eagle Strategies LLC | History | No change | 29,568 | 1,225 | 0.12% | 0.12% | 250 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| DAVENPORT & Co LLC | History | No change | 29,503 | 1,222 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 29,503 | 1,222 | 0.94% | 0.94% | 252 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Capital Wealth Alliance, LLC | History | No change | 29,136 | 1,207 | 0.56% | 0.56% | 253 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 28,952 | 1,199 | 0.02% | 0.02% | 254 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUFF WEALTH MANAGEMENT, LLC | History | No change | 28,774 | 1,192 | 1.22% | 1.22% | 255 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 28,732 | 1,190 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Belpointe Asset Management LLC | History | No change | 28,609 | 1,185 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | No change | 28,355 | 1,174 | 0.09% | 0.09% | 258 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Peregrine Asset Advisers, Inc. | History | No change | 28,302 | 1,172 | 0.25% | 0.25% | 259 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Index Technologies Group LLC | History | No change | 28,312 | 1,172 | 0.94% | 0.94% | 260 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WESPAC Advisors, LLC | History | No change | 28,143 | 1,165 | 0.57% | 0.57% | 261 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 27,930 | 1,157 | 0.03% | 0.03% | 262 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Yukon Wealth Management, Inc. | History | No change | 27,914 | 1,156 | 0.33% | 0.33% | 263 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 27,763 | 1,150 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| American Capital Advisory, LLC | History | No change | 27,645 | 1,145 | 0.42% | 0.42% | 265 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Creekside Partners | History | No change | 27,358 | 1,133 | 0.41% | 0.41% | 266 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sovran Advisors, LLC | History | No change | 25,919 | 1,127 | 0.08% | 0.08% | 267 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BEAM WEALTH ADVISORS, INC. | History | No change | 27,033 | 1,119 | 0.25% | 0.25% | 268 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| PSI Advisors, LLC | History | No change | 26,614 | 1,102 | 0.26% | 0.26% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sowell Financial Services LLC | History | No change | 26,351 | 1,091 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 26,502 | 1,090 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cornerstone Wealth Management, LLC | History | No change | 25,669 | 1,063 | 0.05% | 0.05% | 272 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CAHILL FINANCIAL ADVISORS INC | History | No change | 25,091 | 1,039 | 0.1% | 0.1% | 273 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Columbia River Financial Group, LLC | History | No change | 24,998 | 1,035 | 0.56% | 0.56% | 274 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHERN TRUST CORP | History | No change | 24,830 | 1,028 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atria Investments, Inc | History | No change | 24,292 | 1,006 | 0.01% | 0.01% | 276 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Anchor Bay Capital, Inc. | History | No change | 22,657 | 1,005 | 0.54% | 0.54% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | No change | 23,613 | 978 | 0.06% | 0.06% | 278 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quantinno Capital Management LP | History | No change | 23,553 | 975 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Pacific Center for Financial Services | History | No change | 23,124 | 958 | 0.21% | 0.21% | 280 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NTV ASSET MANAGEMENT LLC | History | No change | 23,058 | 955 | 0.09% | 0.09% | 281 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Independent Wealth Network Inc. | History | No change | 23,047 | 954 | 0.24% | 0.24% | 282 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WealthTrust Axiom LLC | History | No change | 22,804 | 944 | 0.21% | 0.21% | 283 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 22,792 | 944 | 0.05% | 0.05% | 284 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Stratos Investment Management, LLC | History | No change | 22,756 | 942 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Oxinas Partners, LLC | History | No change | 22,568 | 934 | 0.37% | 0.37% | 286 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Hubbell Strickland Wealth Management, LLC | History | No change | 22,323 | 924 | 0.33% | 0.33% | 287 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 22,212 | 920 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Spectrum Planning & Advisory Services Inc. | History | No change | 21,746 | 900 | 0.4% | 0.4% | 289 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| IBEX WEALTH ADVISORS | History | No change | 21,666 | 897 | 0.07% | 0.07% | 290 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | No change | 21,557 | 893 | 0.16% | 0.16% | 291 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Arax Advisory Partners | History | No change | 21,515 | 891 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 21,452 | 888 | 0.05% | 0.05% | 293 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Summit Financial, LLC | History | No change | 21,297 | 882 | 0.01% | 0.01% | 294 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 21,232 | 879 | 0.05% | 0.05% | 295 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 21,055 | 872 | 0.05% | 0.05% | 296 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LANDAAS & CO /WI /ADV | History | No change | 20,720 | 858 | 0.16% | 0.16% | 297 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 20,261 | 839 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Summa Corp. | History | No change | 20,022 | 829 | 0.26% | 0.26% | 299 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Asempa Wealth Advisors | History | No change | 20,019 | 829 | 0.62% | 0.62% | 300 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |