iSHARES TRUST - IEF
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.
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | No change | 160,964,153 | 15,222,380 | 4.53% | 4.53% | 1 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 34,258,086 | 3,256,573 | 0.18% | 0.18% | 2 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | No change | 24,180,402 | 2,286,740 | 0.1% | 0.1% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 21,307,333 | 2,015,034 | 0.13% | 0.13% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 18,527,894 | 1,780,927 | 0.36% | 0.36% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 15,382,662 | 1,454,684 | 0.34% | 0.34% | 6 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 14,392,916 | 1,361,138 | 0.07% | 0.07% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| JANE STREET GROUP, LLC | History | No change | 11,956,192 | 1,130,697 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 8,734,310 | 826,003 | 0.41% | 0.41% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 7,544,180 | 713,453 | 0.19% | 0.19% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 7,239,129 | 684,604 | 7.17% | 7.17% | 11 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UBS Group AG | History | No change | 6,692,110 | 632,872 | 0.08% | 0.08% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | No change | 6,108,454 | 577,676 | 0.13% | 0.13% | 13 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 5,768,269 | 545,505 | 0.83% | 0.83% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 5,068,013 | 479,282 | 0.26% | 0.26% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 4,325,520 | 409,064 | 0.13% | 0.13% | 16 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 3,934,105 | 372,048 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 3,917,957 | 370,521 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 3,325,316 | 315,887 | 0.82% | 0.82% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3,204,490 | 303,048 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 2,732,339 | 258,397 | 0.02% | 0.02% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,666,597 | 252,180 | 0.35% | 0.35% | 22 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Mutual Advisors, LLC | History | No change | 2,512,956 | 237,650 | 4.47% | 4.47% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 2,284,765 | 216,070 | 0.07% | 0.07% | 24 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 2,065,753 | 197,155 | 0.07% | 0.07% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PEAVINE CAPITAL, LLC | History | No change | 1,982,121 | 187,449 | 39.75% | 39.75% | 26 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 1,843,045 | 174,296 | 16.54% | 16.54% | 27 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Harvest Portfolios Group Inc. | History | No change | 1,841,499 | 174,150 | 2.46% | 2.46% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cerity Partners OCIO LLC | History | No change | 1,817,337 | 171,865 | 8.7% | 8.7% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 1,816,898 | 171,823 | 0.14% | 0.14% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jupiter Topco LLC | History | No change | 1,787,909 | 169,083 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,783,901 | 168,703 | 0.2% | 0.2% | 32 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,588,200 | 150,196 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| BARCLAYS PLC | History | No change | 1,444,498 | 136,606 | 0.03% | 0.03% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 1,438,690 | 135,822 | 0.12% | 0.12% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,371,260 | 129,680 | 0.25% | 0.25% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AIA Group Ltd | History | No change | 1,350,527 | 127,719 | 1.61% | 1.61% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,325,751 | 125,377 | 0.02% | 0.02% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 1,294,903 | 122,458 | 0.13% | 0.13% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EASTERN BANK | History | Added to | 1,346,447 | 120,251 | 1.83% | 0.83% | 40 | +775,994 | 136.03% | Q3 2026 | Oct 05, 2026 |
| Members Trust Co | History | No change | 1,259,227 | 119,085 | 3.71% | 3.71% | 41 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | No change | 1,182,507 | 111,829 | 9.76% | 9.76% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,161,082 | 109,803 | 1.45% | 1.45% | 43 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ally Invest Advisors Inc. | History | No change | 1,124,596 | 106,352 | 6.42% | 6.42% | 44 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 1,088,166 | 102,907 | 0.7% | 0.7% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREENLEAF TRUST | History | No change | 1,064,492 | 100,669 | 0.97% | 0.97% | 46 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,072,839 | 100,449 | 0.17% | 0.17% | 47 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Cerity Partners LLC | History | No change | 1,061,624 | 100,397 | 0.12% | 0.12% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,037,188 | 98,086 | 1.23% | 1.23% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| McElhenny Sheffield Capital Management, LLC | History | No change | 1,017,476 | 96,222 | 23.83% | 23.83% | 50 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Wealthcare Advisory Partners LLC | History | No change | 1,008,438 | 95,368 | 1.81% | 1.81% | 51 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Avalon Advisory Group | History | No change | 931,110 | 88,055 | 32.52% | 32.52% | 52 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 877,332 | 82,969 | 1.57% | 1.57% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GREENWOOD GEARHART LLC | History | No change | 854,092 | 80,771 | 3.76% | 3.76% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| WestEnd Advisors, LLC | History | No change | 852,633 | 80,634 | 1.8% | 1.8% | 55 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 3EDGE Asset Management, LP | History | No change | 843,322 | 79,752 | 3.56% | 3.56% | 56 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MATAURO, LLC | History | No change | 823,365 | 77,865 | 10.29% | 10.29% | 57 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 812,707 | 76,858 | 0.18% | 0.18% | 58 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 771,426 | 72,953 | 0.15% | 0.15% | 59 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | No change | 770,000 | 72,818 | 1.08% | 1.08% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenturyLink Investment Management Co | History | No change | 746,500 | 70,596 | 54.73% | 54.73% | 61 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| HighTower Advisors, LLC | History | No change | 743,484 | 70,311 | 0.07% | 0.07% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Raub Brock Capital Management LP | History | No change | 741,129 | 70,088 | 19.29% | 19.29% | 63 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 731,067 | 69,137 | 0.25% | 0.25% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | No change | 695,911 | 65,812 | 0.04% | 0.04% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 687,507 | 65,017 | 0.1% | 0.1% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 662,231 | 62,627 | 0.91% | 0.91% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Garde Capital, Inc. | History | No change | 640,024 | 60,527 | 2.71% | 2.71% | 68 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Betterment LLC | History | No change | 597,634 | 56,518 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 595,640 | 56,329 | 0.27% | 0.27% | 70 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| ASSETMARK, INC | History | No change | 590,829 | 55,874 | 0.1% | 0.1% | 71 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Arkos Global Advisors | History | No change | 588,479 | 55,652 | 6.59% | 6.59% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENT INVESTORS NETWORK, INC. | History | No change | 585,975 | 55,415 | 10.73% | 10.73% | 73 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bogart Wealth, LLC | History | No change | 558,248 | 52,793 | 1.81% | 1.81% | 74 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Twele Capital Management, Inc. | History | No change | 541,981 | 51,255 | 8.37% | 8.37% | 75 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | No change | 522,470 | 49,409 | 10.69% | 10.69% | 76 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 513,242 | 48,537 | 1.71% | 1.71% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GenWealth Group, Inc. | History | No change | 509,980 | 48,228 | 7.51% | 7.51% | 78 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LifeGuide Financial Advisors, LLC | History | No change | 506,239 | 47,875 | 13.63% | 13.63% | 79 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 480,303 | 45,422 | 10.07% | 10.07% | 80 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 473,040 | 44,735 | 0.07% | 0.07% | 81 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Sompo Asset Management Co., Ltd. | History | No change | 473,019 | 44,733 | 7.34% | 7.34% | 82 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 470,944 | 44,537 | 0.78% | 0.78% | 83 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| IFP Advisors, Inc | History | No change | 467,027 | 44,166 | 0.8% | 0.8% | 84 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 461,576 | 43,651 | 0.2% | 0.2% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MAI Capital Management | History | No change | 455,680 | 43,093 | 0.16% | 0.16% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 435,844 | 41,217 | 0.02% | 0.02% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 433,409 | 40,987 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Virtue Capital Management, LLC | History | No change | 419,798 | 39,700 | 5.3% | 5.3% | 89 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Beacon Wealthcare LLC | History | Added to | 430,508 | 38,448 | 12.19% | 12.72% | 90 | +10,570 | 2.52% | Q3 2026 | Oct 02, 2026 |
| Focus Financial Network, Inc. | History | No change | 405,791 | 38,375 | 1.19% | 1.19% | 91 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Kestra Advisory Services, LLC | History | No change | 395,637 | 37,415 | 0.12% | 0.12% | 92 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Community Financial Services Group, LLC | History | No change | 389,041 | 36,581 | 5.33% | 5.33% | 93 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 386,100 | 36,524 | 0.04% | 0.04% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Global Investments | History | No change | 385,680 | 36,474 | 1.99% | 1.99% | 95 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NewEdge Advisors, LLC | History | No change | 382,730 | 36,194 | 0.11% | 0.11% | 96 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Financial Bank - Trust Division | History | Added to | 396,411 | 35,403 | 2.55% | 2.59% | 97 | +12,390 | 3.23% | Q3 2026 | Oct 01, 2026 |
| Portland Global Advisors LLC | History | No change | 370,555 | 35,043 | 3.33% | 3.33% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Haverford Trust Co | History | No change | 359,936 | 34,039 | 0.29% | 0.29% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TPG Financial Advisors, LLC | History | No change | 359,592 | 34,006 | 10.16% | 10.16% | 100 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Karpus Management, Inc. | History | No change | 331,612 | 31,360 | 0.9% | 0.9% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Joule Financial, LLC | History | No change | 326,912 | 30,916 | 8.38% | 8.38% | 102 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SACHEM HILL LLC | History | No change | 324,839 | 30,719 | 5.46% | 5.46% | 103 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIFTH THIRD BANCORP | History | No change | 323,523 | 30,595 | 0.05% | 0.05% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 323,298 | 30,574 | 0.37% | 0.37% | 105 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Modern Wealth Management, LLC | History | No change | 322,359 | 30,485 | 0.36% | 0.36% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BROWN ADVISORY INC | History | No change | 311,661 | 29,473 | 0.05% | 0.05% | 107 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 305,611 | 28,901 | 0.43% | 0.43% | 108 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| NOMURA HOLDINGS INC | History | No change | 300,000 | 28,371 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kapitalo Investimentos Ltda | History | No change | 300,000 | 28,371 | 1.8% | 1.8% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 299,624 | 28,335 | 0.24% | 0.24% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 299,401 | 28,314 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 298,082 | 28,189 | 0.02% | 0.02% | 113 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Keel Point, LLC | History | No change | 282,810 | 26,745 | 1.58% | 1.58% | 114 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARINGS LLC | History | No change | 281,884 | 26,657 | 0.47% | 0.47% | 115 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Invariant Investment Management | History | Added to | 295,577 | 26,321 | 15.22% | 15.37% | 116 | +17,123 | 6.15% | Q3 2026 | Oct 08, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 271,846 | 25,708 | 4.31% | 4.31% | 117 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| United Capital Management of KS, Inc. | History | No change | 271,552 | 25,680 | 3.36% | 3.36% | 118 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Rafferty Asset Management, LLC | History | No change | 268,542 | 25,396 | 0.06% | 0.06% | 119 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 267,986 | 25,343 | 0.22% | 0.22% | 120 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Point72 Asset Management, L.P. | History | No change | 266,300 | 25,183 | 0.03% | 0.03% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tulsa Wealth Advisors, INC | History | No change | 265,290 | 25,088 | 3.53% | 3.53% | 122 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WEALTH MANAGEMENT RESOURCES, INC. | History | No change | 260,316 | 24,618 | 7.59% | 7.59% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 257,478 | 24,350 | 0.33% | 0.33% | 124 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 255,552 | 24,167 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 249,869 | 23,630 | 2.6% | 2.6% | 126 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Bank of New York Mellon Corp | History | No change | 247,857 | 23,439 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| SkyOak Wealth, LLC | History | No change | 247,664 | 23,421 | 3.83% | 3.83% | 128 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 240,768 | 22,769 | 1.27% | 1.27% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 235,282 | 22,250 | 0.1% | 0.1% | 130 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Banco Santander, S.A. | History | No change | 234,654 | 22,191 | 0.14% | 0.14% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 234,295 | 22,157 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 233,761 | 22,106 | 3.2% | 3.2% | 133 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HERITAGE OAK WEALTH ADVISORS LLC | History | No change | 232,776 | 22,013 | 6.48% | 6.48% | 134 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SimpliFi, Inc. | History | No change | 231,514 | 21,894 | 8.65% | 8.65% | 135 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Equitable Holdings, Inc. | History | No change | 230,004 | 21,751 | 0.13% | 0.13% | 136 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| WLTH Capital Management, LLC | History | No change | 226,074 | 21,379 | 13.7% | 13.7% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 225,650 | 21,339 | 0.1% | 0.1% | 138 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| Creative Planning | History | No change | 223,577 | 21,143 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BENNINGFIELD FINANCIAL ADVISORS, LLC | History | No change | 213,887 | 20,227 | 14.98% | 14.98% | 140 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AAFMAA Wealth Management & Trust LLC | History | No change | 210,322 | 19,890 | 6.94% | 6.94% | 141 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| NorthCoast Asset Management LLC | History | No change | 209,690 | 19,830 | 0.44% | 0.44% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 208,026 | 19,672 | 4.01% | 4.01% | 143 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Act Two Investors LLC | History | No change | 206,772 | 19,554 | 3.95% | 3.95% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 202,783 | 19,177 | 0.28% | 0.28% | 145 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 200,828 | 18,994 | 0.23% | 0.23% | 146 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 196,504 | 18,583 | 0.52% | 0.52% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DSG Capital Advisors, LLC | History | No change | 197,141 | 18,442 | 2.62% | 2.62% | 148 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Arax Advisory Partners | History | No change | 194,779 | 18,420 | 0.12% | 0.12% | 149 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 190,711 | 18,035 | 1.51% | 1.51% | 150 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Quaker Wealth Management, LLC | History | No change | 190,443 | 18,010 | 5.24% | 5.24% | 151 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 187,958 | 17,775 | 0.15% | 0.15% | 152 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ARVEST INVESTMENTS, INC. | History | No change | 183,980 | 17,399 | 2.1% | 2.1% | 153 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 182,904 | 17,297 | 0.08% | 0.08% | 154 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 181,830 | 17,195 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 180,881 | 17,105 | 3.63% | 3.63% | 156 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 180,387 | 17,059 | 1.02% | 1.02% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Waterloo Capital, L.P. | History | No change | 179,061 | 16,933 | 0.95% | 0.95% | 158 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| TITLEIST ASSET MANAGEMENT, LLC | History | Reduced | 189,320 | 16,908 | 1.09% | 1.26% | 159 | -9,248 | -4.66% | Q3 2026 | Oct 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 171,533 | 16,300 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Werba Rubin Papier Wealth Management | History | No change | 170,993 | 16,170 | 1.96% | 1.96% | 161 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | No change | 168,547 | 15,939 | 0.03% | 0.03% | 162 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 168,401 | 15,925 | 0.12% | 0.12% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silverleafe Capital Partners, LLC | History | New | 177,759 | 15,875 | 4.52% | — | 164 | +177,759 | New | Q3 2026 | Oct 02, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 167,289 | 15,820 | 0.24% | 0.24% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optiver Holding B.V. | History | No change | 163,874 | 15,497 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Madison Asset Management, LLC | History | No change | 162,986 | 15,413 | 0.18% | 0.18% | 167 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Prospera Financial Services Inc | History | No change | 162,813 | 15,397 | 0.22% | 0.22% | 168 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Atria Investments, Inc | History | No change | 158,890 | 15,026 | 0.15% | 0.15% | 169 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Waverly Advisors, LLC | History | No change | 158,015 | 14,943 | 0.09% | 0.09% | 170 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 154,555 | 14,616 | 1.9% | 1.9% | 171 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PINKERTON WEALTH, LLC | History | No change | 151,448 | 14,454 | 1.24% | 1.24% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Atlas Private Wealth Advisors | History | No change | 152,138 | 14,387 | 3.15% | 3.15% | 173 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 150,950 | 14,275 | 0.26% | 0.26% | 174 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Edenbrook Capital, LLC | History | No change | 150,000 | 14,138 | 2.85% | 2.85% | 175 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| True Freedom Investing, LLC | History | No change | 147,572 | 14,084 | 1.1% | 1.1% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 145,358 | 13,746 | 0.07% | 0.07% | 177 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Trust Asset Management, LLC | History | No change | 145,287 | 13,739 | 4.3% | 4.3% | 178 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cadence Wealth Management LLC | History | No change | 144,074 | 13,625 | 6.1% | 6.1% | 179 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARAGON CAPITAL MANAGEMENT INC | History | No change | 142,938 | 13,517 | 10.01% | 10.01% | 180 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 141,862 | 13,416 | 0.21% | 0.21% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Columbia Bank | History | No change | 141,822 | 13,412 | 3.01% | 3.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 141,033 | 13,337 | 9.74% | 9.74% | 183 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trilogy Capital Inc. | History | No change | 140,376 | 13,275 | 0.52% | 0.52% | 184 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| MERIDIAN MANAGEMENT CO | History | No change | 138,437 | 13,091 | 2.94% | 2.94% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| One Day In July LLC | History | No change | 138,239 | 13,073 | 0.91% | 0.91% | 186 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Sollinda Capital Management LLC | History | No change | 137,700 | 13,022 | 2.78% | 2.78% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Corient Private Wealth LP | History | No change | 137,362 | 12,990 | 0.02% | 0.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| IFG Advisory, LLC | History | No change | 133,965 | 12,669 | 0.44% | 0.44% | 189 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Procyon Advisors, LLC | History | No change | 133,606 | 12,635 | 0.55% | 0.55% | 190 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 132,696 | 12,549 | 0.08% | 0.08% | 191 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 132,012 | 12,484 | 0.45% | 0.45% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| U S WEALTH GROUP, LLC. | History | No change | 131,067 | 12,394 | 7.42% | 7.42% | 193 | 0 | 0.0% | Q2 2026 | Sep 10, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 130,776 | 12,367 | 0.12% | 0.12% | 194 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 128,723 | 12,173 | 0.13% | 0.13% | 195 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 128,576 | 12,159 | 9.46% | 9.46% | 196 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| OPPENHEIMER & CO INC | History | No change | 128,158 | 12,119 | 0.13% | 0.13% | 197 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MIDDLETON & CO INC/MA | History | No change | 126,601 | 11,972 | 1.27% | 1.27% | 198 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LINCOLN CAPITAL CORP | History | No change | 126,444 | 11,957 | 3.89% | 3.89% | 199 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sicart Associates LLC | History | No change | 124,666 | 11,789 | 2.89% | 2.89% | 200 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 124,222 | 11,787 | 0.33% | 0.33% | 201 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 123,390 | 11,669 | 1.34% | 1.34% | 202 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| COURIER CAPITAL LLC | History | No change | 122,550 | 11,589 | 0.58% | 0.58% | 203 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Peak Asset Management, LLC | History | No change | 120,576 | 11,402 | 1.68% | 1.68% | 204 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 122,421 | 11,366 | 0.23% | 0.23% | 205 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 119,486 | 11,319 | 0.07% | 0.07% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DV Trading LLC | History | No change | 119,400 | 11,291 | 0.37% | 0.37% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jessup Wealth Management, Inc | History | No change | 118,652 | 11,220 | 3.35% | 3.35% | 208 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Rothschild Wealth LLC | History | No change | 118,636 | 11,219 | 0.9% | 0.9% | 209 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 118,578 | 11,213 | 0.95% | 0.95% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hudock, Inc. | History | No change | 117,395 | 11,102 | 1.42% | 1.42% | 211 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Landing Point Financial Group, LLC | History | No change | 116,745 | 11,040 | 3.75% | 3.75% | 212 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | No change | 115,743 | 10,945 | 2.46% | 2.46% | 213 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 114,264 | 10,806 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 113,260 | 10,711 | 0.33% | 0.33% | 215 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| 1607 Capital Partners, LLC | History | No change | 112,316 | 10,621 | 0.92% | 0.92% | 216 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 112,146 | 10,605 | 0.1% | 0.1% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Spire Wealth Management | History | No change | 111,947 | 10,586 | 0.32% | 0.32% | 218 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 110,194 | 10,421 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| IPG Investment Advisors LLC | History | No change | 108,690 | 10,278 | 1.48% | 1.48% | 220 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 108,452 | 10,256 | 0.06% | 0.06% | 221 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 108,136 | 10,226 | 0.16% | 0.16% | 222 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 108,000 | 10,213 | 0.04% | 0.04% | 223 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 107,472 | 10,163 | 1.12% | 1.12% | 224 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Modera Wealth Management, LLC | History | No change | 106,091 | 10,033 | 0.11% | 0.11% | 225 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 105,541 | 9,981 | 1.43% | 1.43% | 226 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| AmeriServ Wealth Advisors | History | No change | 105,080 | 9,937 | 6.61% | 6.61% | 227 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Advisory Services Network, LLC | History | No change | 103,887 | 9,824 | 0.11% | 0.11% | 228 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCOTIA CAPITAL INC. | History | No change | 103,715 | 9,808 | 0.04% | 0.04% | 229 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIG BROKERAGE, LP | History | No change | 103,055 | 9,745 | 0.19% | 0.19% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 102,738 | 9,715 | 2.39% | 2.39% | 231 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| High Note Wealth, LLC | History | No change | 101,586 | 9,606 | 1.64% | 1.64% | 232 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 101,234 | 9,571 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bison Wealth, LLC | History | No change | 101,433 | 9,552 | 0.88% | 0.88% | 234 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| LMR Partners LLP | History | No change | 100,000 | 9,457 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | No change | 99,593 | 9,418 | 0.17% | 0.17% | 236 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 99,428 | 9,402 | 0.11% | 0.11% | 237 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GRAYBILL WEALTH MANAGEMENT, LTD. | History | No change | 98,598 | 9,324 | 2.51% | 2.51% | 238 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Walleye Trading LLC | History | No change | 97,154 | 9,187 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Strategic Financial Group, LLC | History | Added to | 102,205 | 9,127 | 8.84% | 9.17% | 240 | +1,033 | 1.02% | Q3 2026 | Oct 08, 2026 |
| Pacific Wealth Management | History | Reduced | 101,981 | 9,107 | 4.01% | 6.66% | 241 | -56,930 | -35.83% | Q3 2026 | Oct 05, 2026 |
| Lifestyle Asset Management, Inc. | History | No change | 95,567 | 9,037 | 2.43% | 2.43% | 242 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Arkadios Wealth Advisors | History | No change | 93,646 | 8,856 | 0.13% | 0.13% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 93,056 | 8,800 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | No change | 92,967 | 8,791 | 1.28% | 1.28% | 245 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Summit Asset Management, LLC | History | No change | 92,840 | 8,779 | 1.12% | 1.12% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MTC Wealth Management LLC | History | No change | 92,448 | 8,742 | 3.92% | 3.92% | 247 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Goodman Advisory Group, LLC | History | No change | 92,283 | 8,727 | 2.01% | 2.01% | 248 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMON FUND FOR NONPROFIT ORGANIZATIONS | History | No change | 91,631 | 8,665 | 0.8% | 0.8% | 249 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 90,194 | 8,529 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Summit Financial, LLC | History | No change | 89,610 | 8,474 | 0.09% | 0.09% | 251 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PFG Advisors | History | No change | 88,893 | 8,406 | 0.42% | 0.42% | 252 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Ascent Advisors, LLC | History | No change | 88,282 | 8,301 | 9.58% | 9.58% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 86,798 | 8,208 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vident Advisory, LLC | History | No change | 86,725 | 8,201 | 0.06% | 0.06% | 255 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BAILARD, INC. | History | No change | 85,787 | 8,112 | 0.17% | 0.17% | 256 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 85,618 | 8,096 | 0.03% | 0.03% | 257 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| AE Wealth Management LLC | History | No change | 83,781 | 7,923 | 0.04% | 0.04% | 258 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 83,694 | 7,914 | 0.47% | 0.47% | 259 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 83,668 | 7,912 | 0.39% | 0.39% | 260 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Thayer Partners, LLC / MA | History | No change | 82,669 | 7,818 | 3.24% | 3.24% | 261 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| White Pine Investment CO | History | No change | 81,884 | 7,744 | 1.65% | 1.65% | 262 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| RPg Family Wealth Advisory, LLC | History | No change | 80,046 | 7,569 | 1.57% | 1.57% | 263 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 79,974 | 7,563 | 0.05% | 0.05% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Risk Paradigm Group, LLC | History | No change | 79,693 | 7,536 | 5.91% | 5.91% | 265 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Edgestream Partners, L.P. | History | No change | 79,216 | 7,491 | 0.22% | 0.22% | 266 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Summit Wealth Partners, LLC | History | No change | 78,799 | 7,451 | 1.06% | 1.06% | 267 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 78,503 | 7,424 | 0.05% | 0.05% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 78,387 | 7,413 | 0.11% | 0.11% | 269 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| DIMENSION CAPITAL MANAGEMENT LLC | History | No change | 76,374 | 7,222 | 0.85% | 0.85% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rezny Wealth Management, Inc. | History | No change | 75,022 | 7,094 | 1.23% | 1.23% | 271 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| LEUTHOLD GROUP, LLC | History | No change | 74,708 | 7,065 | 0.71% | 0.71% | 272 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 73,871 | 6,986 | 0.04% | 0.04% | 273 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Benchmark Financial, LLC | History | No change | 73,813 | 6,980 | 5.69% | 5.69% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 73,299 | 6,967 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 72,632 | 6,868 | 0.07% | 0.07% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Diversify Advisory Services, LLC | History | No change | 73,592 | 6,864 | 0.11% | 0.11% | 277 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 73,592 | 6,864 | 0.11% | 0.11% | 278 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ameraudi Asset Management, Inc. | History | No change | 72,337 | 6,840 | 3.1% | 3.1% | 279 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | No change | 72,034 | 6,812 | 0.67% | 0.67% | 280 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Systelligence, LLC | History | No change | 71,851 | 6,794 | 1.13% | 1.13% | 281 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| RFG Advisory, LLC | History | No change | 71,332 | 6,745 | 0.11% | 0.11% | 282 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| DDD Partners, LLC | History | No change | 71,108 | 6,724 | 0.42% | 0.42% | 283 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| AMG National Trust Bank | History | No change | 69,807 | 6,601 | 0.14% | 0.14% | 284 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 69,262 | 6,550 | 0.67% | 0.67% | 285 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Miller Financial Services LLC | History | No change | 69,200 | 6,544 | 5.27% | 5.27% | 286 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MUIRFIELD WEALTH ADVISORS LLC | History | No change | 68,793 | 6,505 | 4.25% | 4.25% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BESSEMER GROUP INC | History | No change | 68,269 | 6,456 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Insight Wealth Partners, LLC | History | No change | 68,061 | 6,436 | 0.86% | 0.86% | 289 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Compass Financial Group, Inc. | History | No change | 67,777 | 6,409 | 2.71% | 2.71% | 290 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| AlphaCore Capital LLC | History | No change | 66,619 | 6,300 | 0.12% | 0.12% | 291 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Argo Wealth Advisory, LLC | History | No change | 66,370 | 6,276 | 3.46% | 3.46% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Aspire Capital Advisors LLC | History | No change | 65,724 | 6,215 | 1.21% | 1.21% | 293 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Heck Capital Advisors, LLC | History | No change | 64,857 | 6,133 | 0.37% | 0.37% | 294 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 64,672 | 6,116 | 0.22% | 0.22% | 295 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 64,401 | 6,090 | 0.28% | 0.28% | 296 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Acropolis Investment Management, LLC | History | Reduced | 67,080 | 5,990 | 0.24% | 0.26% | 297 | -1,442 | -2.1% | Q3 2026 | Oct 08, 2026 |
| Portside Wealth Group, LLC | History | No change | 63,075 | 5,965 | 0.69% | 0.69% | 298 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CONSILIO WEALTH ADVISORS, LLC | History | No change | 62,946 | 5,952 | 1.43% | 1.43% | 299 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Ballew Advisors, Inc | History | Added to | 65,561 | 5,838 | 2.9% | 2.77% | 300 | +8,663 | 15.23% | Q3 2026 | Oct 05, 2026 |