iSHARES TRUST - IEI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JPMORGAN CHASE & CO | History | No change | 19,507,348 | 2,297,575 | 0.13% | 0.13% | 1 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 9,202,507 | 1,080,834 | 0.07% | 0.07% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 6,837,882 | 803,109 | 1.23% | 1.23% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Financial Engines Advisors L.L.C. | History | No change | 4,330,638 | 508,633 | 0.9% | 0.9% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | No change | 4,292,100 | 504,107 | 0.04% | 0.04% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ASSETMARK, INC | History | No change | 3,939,898 | 462,740 | 0.8% | 0.8% | 6 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FMR LLC | History | No change | 3,691,423 | 433,557 | 0.02% | 0.02% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,422,946 | 402,025 | 0.09% | 0.09% | 8 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| MORGAN STANLEY | History | No change | 3,020,689 | 354,780 | 0.02% | 0.02% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,885,340 | 338,844 | 0.07% | 0.07% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 2,616,581 | 307,317 | 0.07% | 0.07% | 11 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 2,445,430 | 287,921 | 0.75% | 0.75% | 12 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 2,299,590 | 270,086 | 0.04% | 0.04% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 2,161,388 | 253,854 | 0.27% | 0.27% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 2,147,348 | 252,205 | 0.21% | 0.21% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cerity Partners LLC | History | No change | 1,959,885 | 230,188 | 0.28% | 0.28% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 1,877,272 | 220,485 | 0.03% | 0.03% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 1,870,174 | 219,651 | 0.26% | 0.26% | 18 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Janney Montgomery Scott LLC | History | No change | 1,709,213 | 200,747 | 0.39% | 0.39% | 19 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 1,567,393 | 184,090 | 0.05% | 0.05% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,521,468 | 178,696 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tanglewood Wealth Management, Inc. | History | No change | 1,445,259 | 169,745 | 14.44% | 14.44% | 22 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,361,072 | 159,858 | 0.78% | 0.78% | 23 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 1,257,130 | 147,649 | 1.1% | 1.1% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Facet Wealth, Inc. | History | No change | 1,212,867 | 142,451 | 2.04% | 2.04% | 25 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | No change | 1,147,868 | 134,817 | 0.08% | 0.08% | 26 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WestEnd Advisors, LLC | History | No change | 1,099,976 | 129,193 | 2.88% | 2.88% | 27 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ROYAL BANK OF CANADA | History | No change | 1,041,493 | 122,322 | 0.02% | 0.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 922,315 | 108,325 | 0.11% | 0.11% | 29 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 887,965 | 104,056 | 0.09% | 0.09% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | No change | 760,770 | 89,352 | 6.03% | 6.03% | 31 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 730,746 | 85,826 | 1.5% | 1.5% | 32 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 674,309 | 79,197 | 0.04% | 0.04% | 33 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Strategic Point Investment Advisors, LLC | History | No change | 667,170 | 78,359 | 10.21% | 10.21% | 34 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 667,283 | 78,320 | 0.49% | 0.49% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WIT, LLC | History | No change | 661,074 | 77,643 | 1.24% | 1.24% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | No change | 650,548 | 76,406 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 634,648 | 74,539 | 0.04% | 0.04% | 38 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 575,601 | 67,604 | 0.8% | 0.8% | 39 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 536,921 | 63,061 | 0.97% | 0.97% | 40 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Clarity Financial LLC | History | No change | 536,456 | 63,006 | 5.35% | 5.35% | 41 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Bank of New York Mellon Corp | History | No change | 484,301 | 56,881 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Waverly Advisors, LLC | History | No change | 468,365 | 55,009 | 0.32% | 0.32% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 442,453 | 51,966 | 0.03% | 0.03% | 44 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 436,836 | 51,306 | 0.43% | 0.43% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 425,319 | 49,953 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 411,681 | 48,351 | 0.16% | 0.16% | 47 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 394,622 | 46,348 | 0.85% | 0.85% | 48 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| NorthCoast Asset Management LLC | History | No change | 386,170 | 45,355 | 1.0% | 1.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SCHOOL EMPLOYEES RETIREMENT BOARD OF OHIO | History | No change | 378,065 | 44,403 | 16.0% | 16.0% | 50 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 364,950 | 42,863 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Willis Johnson & Associates, Inc. | History | No change | 362,619 | 42,589 | 2.37% | 2.37% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Silicon Valley Capital Partners | History | No change | 357,310 | 41,966 | 3.4% | 3.4% | 53 | 0 | 0.0% | Q2 2026 | Sep 21, 2026 |
| Curi Capital, LLC | History | No change | 346,292 | 40,671 | 0.63% | 0.63% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 340,394 | 40,001 | 0.05% | 0.05% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 325,845 | 38,270 | 0.18% | 0.18% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 311,526 | 36,588 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| New Harbor Financial Group, LLC | History | No change | 294,999 | 34,647 | 5.47% | 5.47% | 58 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Banco Santander, S.A. | History | No change | 277,829 | 32,631 | 0.2% | 0.2% | 59 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Sollinda Capital Management LLC | History | No change | 271,334 | 31,868 | 6.8% | 6.8% | 60 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 263,033 | 30,893 | 0.04% | 0.04% | 61 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 259,736 | 30,505 | 1.89% | 1.89% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 258,429 | 30,445 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MBL Wealth, LLC | History | No change | 252,032 | 29,601 | 2.02% | 2.02% | 64 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | No change | 252,001 | 29,597 | 0.83% | 0.83% | 65 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| DT Investment Partners, LLC | History | No change | 249,078 | 29,254 | 2.18% | 2.18% | 66 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 248,530 | 29,190 | 0.07% | 0.07% | 67 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 3EDGE Asset Management, LP | History | No change | 244,355 | 28,699 | 1.28% | 1.28% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DDFG, Inc | History | No change | 236,514 | 27,778 | 5.52% | 5.52% | 69 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Weaver Capital Management LLC | History | No change | 231,359 | 27,439 | 6.05% | 6.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Hoese & Co LLP | History | No change | 226,598 | 26,613 | 17.29% | 17.29% | 71 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 218,204 | 25,628 | 0.2% | 0.2% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JMAC ENTERPRISES LLC | History | No change | 216,321 | 25,406 | 4.28% | 4.28% | 73 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MAI Capital Management | History | No change | 211,581 | 24,850 | 0.09% | 0.09% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| US BANCORP \DE\ | History | No change | 204,268 | 23,991 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blueprint Investment Partners LLC | History | No change | 203,485 | 23,899 | 1.99% | 1.99% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Acropolis Investment Management, LLC | History | Added to | 208,079 | 23,604 | 0.95% | 0.2% | 77 | +164,482 | 377.28% | Q3 2026 | Oct 08, 2026 |
| Allianz Asset Management GmbH | History | No change | 195,400 | 22,949 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Ridgepath Capital Management LLC | History | No change | 195,218 | 22,928 | 10.12% | 10.12% | 79 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 193,857 | 22,768 | 1.37% | 1.37% | 80 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 192,087 | 22,561 | 0.93% | 0.93% | 81 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 191,586 | 22,501 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirabaud & Cie SA | History | No change | 188,424 | 22,130 | 8.88% | 8.88% | 83 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 215,347 | 21,766 | 0.04% | 0.04% | 84 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | No change | 183,643 | 21,569 | 0.1% | 0.1% | 85 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CVS HEALTH Corp | History | No change | 182,800 | 21,469 | 9.53% | 9.53% | 86 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 181,640 | 21,334 | 0.29% | 0.29% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Independence Financial Advisors, LLC | History | Added to | 184,973 | 20,983 | 5.27% | 5.36% | 88 | +9,123 | 5.19% | Q3 2026 | Oct 08, 2026 |
| Napier Financial, LLC | History | No change | 173,124 | 20,333 | 4.24% | 4.24% | 89 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 178,126 | 20,206 | 1.22% | 4.7% | 90 | -479,302 | -72.91% | Q3 2026 | Oct 09, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 168,029 | 19,735 | 0.31% | 0.31% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Haverford Trust Co | History | No change | 165,380 | 19,423 | 0.17% | 0.17% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 158,124 | 18,571 | 0.06% | 0.06% | 93 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 156,603 | 18,393 | 0.16% | 0.16% | 94 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| 1832 Asset Management L.P. | History | No change | 154,848 | 18,186 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Canal Capital Management, LLC | History | No change | 151,453 | 17,788 | 2.17% | 2.17% | 96 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| ETF Portfolio Partners, Inc. | History | No change | 150,016 | 17,619 | 4.19% | 4.19% | 97 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 144,494 | 16,970 | 6.24% | 6.24% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 144,267 | 16,944 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blueprint Financial Advisors LLC | History | No change | 142,864 | 16,779 | 1.86% | 1.86% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vectors Research Management, LLC | History | No change | 140,476 | 16,498 | 4.31% | 4.31% | 101 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Global Trust Asset Management, LLC | History | No change | 140,020 | 16,445 | 5.14% | 5.14% | 102 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Capital Investment Services of America, Inc. | History | No change | 137,852 | 16,190 | 1.59% | 1.59% | 103 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 137,479 | 16,146 | 0.19% | 0.19% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 135,764 | 15,945 | 0.03% | 0.03% | 105 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 134,277 | 15,770 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cascade Financial Partners, LLC | History | No change | 133,496 | 15,679 | 1.36% | 1.36% | 107 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Diversify Advisory Services, LLC | History | No change | 131,264 | 15,287 | 0.26% | 0.26% | 108 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 131,264 | 15,287 | 0.26% | 0.26% | 109 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | No change | 129,160 | 15,169 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Gould Capital, LLC | History | No change | 128,837 | 15,131 | 8.43% | 8.43% | 111 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Baird Financial Group, Inc. | History | No change | 126,584 | 14,867 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COURIER CAPITAL LLC | History | No change | 125,533 | 14,743 | 0.74% | 0.74% | 113 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Paulson Wealth Management Inc. | History | No change | 123,856 | 14,546 | 3.09% | 3.09% | 114 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| &PARTNERS | History | No change | 122,794 | 14,420 | 0.06% | 0.06% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McKinley Carter Wealth Services, Inc. | History | No change | 119,027 | 13,979 | 0.72% | 0.72% | 116 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Johnson Financial Group, Inc. | History | No change | 118,951 | 13,970 | 0.46% | 0.46% | 117 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 117,308 | 13,777 | 2.92% | 2.92% | 118 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 111,464 | 13,091 | 0.13% | 0.13% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | No change | 111,055 | 13,043 | 2.52% | 2.52% | 120 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 110,728 | 13,005 | 3.2% | 3.2% | 121 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 110,515 | 12,942 | 0.86% | 0.86% | 122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| M&T BANK CORP | History | No change | 109,628 | 12,875 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | No change | 107,436 | 12,618 | 1.28% | 1.28% | 124 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Eley Financial Management, Inc | History | No change | 105,761 | 12,421 | 4.02% | 4.02% | 125 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 105,612 | 12,404 | 0.16% | 0.16% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | No change | 105,563 | 12,398 | 0.68% | 0.68% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | No change | 103,589 | 12,166 | 0.06% | 0.06% | 128 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Lido Advisors, LLC | History | No change | 103,271 | 12,129 | 0.03% | 0.03% | 129 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 102,190 | 12,002 | 0.1% | 0.1% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 105,521 | 11,970 | 0.08% | 0.1% | 131 | +1,351 | 1.3% | Q3 2026 | Oct 08, 2026 |
| TPG Financial Advisors, LLC | History | No change | 100,695 | 11,826 | 3.53% | 3.53% | 132 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CRITERIA CAIXA, S.A.U. | History | No change | 82,000 | 11,751 | 49.7% | 49.7% | 133 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Westview Management dba Westview Investment Advisors | History | No change | 99,971 | 11,741 | 5.75% | 5.75% | 134 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Austin Wealth Management, LLC | History | No change | 99,892 | 11,685 | 2.47% | 2.47% | 135 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Hilton Capital Management, LLC | History | No change | 98,765 | 11,599 | 0.79% | 0.79% | 136 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WEALTHCARE CAPITAL MANAGEMENT LLC | History | No change | 98,380 | 11,554 | 1.1% | 1.1% | 137 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Boltwood Capital Management | History | Added to | 101,696 | 11,536 | 2.6% | 2.69% | 138 | +1,787 | 1.79% | Q3 2026 | Oct 02, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 97,102 | 11,404 | 0.06% | 0.06% | 139 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 96,789 | 11,367 | 0.42% | 0.42% | 140 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 96,314 | 11,310 | 0.06% | 0.06% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 93,839 | 11,021 | 0.07% | 0.07% | 142 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| First Financial Bank - Trust Division | History | Added to | 92,461 | 10,488 | 0.76% | 0.75% | 143 | +2,631 | 2.93% | Q3 2026 | Oct 01, 2026 |
| Pictet Asset Management Holding SA | History | No change | 89,000 | 10,453 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 88,452 | 10,388 | 0.5% | 0.5% | 145 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| NORTHERN TRUST CORP | History | No change | 87,298 | 10,253 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Premier Path Wealth Partners, LLC | History | No change | 86,909 | 10,207 | 1.17% | 1.17% | 147 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 85,601 | 10,053 | 0.15% | 0.15% | 148 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 85,431 | 10,033 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| AmeriServ Wealth Advisors | History | No change | 82,174 | 9,651 | 6.42% | 6.42% | 150 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 81,484 | 9,570 | 0.11% | 0.11% | 151 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 80,388 | 9,441 | 0.06% | 0.06% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PATTEN & PATTEN INC/TN | History | No change | 79,260 | 9,309 | 0.49% | 0.49% | 153 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Foundry Financial Group, Inc. | History | No change | 77,844 | 9,142 | 3.95% | 3.95% | 154 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| COMMUNITY TRUST & INVESTMENT CO | History | No change | 77,593 | 9,113 | 0.47% | 0.47% | 155 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 75,523 | 8,870 | 0.24% | 0.24% | 156 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 75,500 | 8,867 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFG Advisors | History | No change | 75,241 | 8,837 | 0.45% | 0.45% | 158 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| WRAPMANAGER INC | History | No change | 75,233 | 8,836 | 2.76% | 2.76% | 159 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 72,420 | 8,505 | 0.11% | 0.11% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 71,780 | 8,430 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Midwest Professional Planners, LTD. | History | No change | 71,494 | 8,397 | 1.65% | 1.65% | 162 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Keel Point, LLC | History | No change | 70,762 | 8,311 | 0.49% | 0.49% | 163 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMITPOINT CAPITAL MANAGEMENT | History | No change | 67,929 | 7,978 | 8.6% | 8.6% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, LLC | History | No change | 66,441 | 7,803 | 0.04% | 0.04% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Benchmark Financial, LLC | History | No change | 66,408 | 7,799 | 6.36% | 6.36% | 166 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 4J Wealth Management LLC | History | No change | 65,537 | 7,697 | 3.78% | 3.78% | 167 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 64,635 | 7,591 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 64,292 | 7,552 | 1.87% | 1.87% | 169 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Procyon Advisors, LLC | History | No change | 64,226 | 7,543 | 0.33% | 0.33% | 170 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 63,976 | 7,513 | 0.04% | 0.04% | 171 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Coastal Bridge Advisors, LLC | History | No change | 63,668 | 7,477 | 0.46% | 0.46% | 172 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 63,435 | 7,450 | 0.11% | 0.11% | 173 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | No change | 63,232 | 7,426 | 0.75% | 0.75% | 174 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Altman Advisors, Inc. | History | No change | 63,212 | 7,424 | 2.66% | 2.66% | 175 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Hilltop Holdings Inc. | History | No change | 62,939 | 7,392 | 0.57% | 0.57% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAMDEN NATIONAL BANK | History | No change | 62,695 | 7,363 | 0.96% | 0.96% | 177 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Prospera Financial Services Inc | History | No change | 61,597 | 7,234 | 0.11% | 0.11% | 178 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| JPL Wealth Management, LLC | History | No change | 61,566 | 7,230 | 1.43% | 1.43% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Philadelphia Investment Partners, LLC | History | No change | 61,405 | 7,211 | 4.49% | 4.49% | 180 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 60,622 | 7,119 | 0.25% | 0.25% | 181 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Great Diamond Partners, LLC | History | No change | 60,578 | 7,114 | 1.22% | 1.22% | 182 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Rinkey Investments | History | No change | 59,819 | 7,025 | 1.65% | 1.65% | 183 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Rehmann Capital Advisory Group | History | No change | 59,748 | 7,017 | 0.32% | 0.32% | 184 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Checchi Capital Advisers, LLC | History | No change | 59,698 | 7,011 | 0.32% | 0.32% | 185 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Frontier Asset Management, LLC | History | No change | 58,814 | 6,907 | 1.24% | 1.24% | 186 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| DSG Capital Advisors, LLC | History | No change | 58,746 | 6,858 | 0.97% | 0.97% | 187 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centerline Wealth Advisors, LLC | History | No change | 56,062 | 6,584 | 2.06% | 2.06% | 188 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| MFA Wealth Services | History | No change | 54,356 | 6,384 | 3.81% | 3.81% | 189 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| InTrack Investment Management Inc | History | No change | 54,004 | 6,342 | 3.14% | 3.14% | 190 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Whalen Wealth Management Inc. | History | Reduced | 55,584 | 6,305 | 2.69% | 3.46% | 191 | -9,887 | -15.1% | Q3 2026 | Oct 08, 2026 |
| BENJAMIN EDWARDS INC | History | No change | 53,583 | 6,293 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMG National Trust Bank | History | No change | 53,257 | 6,255 | 0.13% | 0.13% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| JANE STREET GROUP, LLC | History | No change | 53,252 | 6,254 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DAVENPORT & Co LLC | History | No change | 53,111 | 6,237 | 0.03% | 0.03% | 195 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| CITADEL ADVISORS LLC | History | No change | 52,800 | 6,201 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Blue Fin Capital, Inc. | History | No change | 52,614 | 6,179 | 0.89% | 0.89% | 197 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | No change | 50,001 | 5,872 | 0.4% | 0.4% | 198 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Values First Advisors, Inc. | History | No change | 49,287 | 5,788 | 2.64% | 2.64% | 199 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Blueprint, LLC | History | No change | 48,822 | 5,734 | 0.29% | 0.29% | 200 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Trilogy Capital Inc. | History | No change | 48,757 | 5,726 | 0.22% | 0.22% | 201 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Columbia Bank | History | No change | 48,433 | 5,688 | 1.28% | 1.28% | 202 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Bulltick Wealth Management, LLC | History | No change | 47,547 | 5,584 | 1.14% | 1.14% | 203 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | History | No change | 46,974 | 5,517 | 2.99% | 2.99% | 204 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Corient Private Wealth LP | History | No change | 46,875 | 5,505 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| SEMITAM BONAM LLC | History | No change | 46,825 | 5,499 | 4.04% | 4.04% | 206 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 46,593 | 5,472 | 0.6% | 0.6% | 207 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CFO4Life Group, LLC | History | No change | 46,421 | 5,452 | 0.73% | 0.73% | 208 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 46,167 | 5,422 | 0.09% | 0.09% | 209 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | No change | 45,734 | 5,371 | 1.76% | 1.76% | 210 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Compass Financial Group, Inc. (Ohio) | History | No change | 44,738 | 5,254 | 3.51% | 3.51% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Veridan Wealth LLC | History | No change | 44,643 | 5,243 | 1.78% | 1.78% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 44,523 | 5,229 | 0.75% | 0.75% | 213 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 44,300 | 5,203 | 0.15% | 0.15% | 214 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| PINNACLE ASSOCIATES LTD | History | No change | 44,234 | 5,195 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 44,164 | 5,187 | 0.1% | 0.1% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIXIS ADVISORS, LLC | History | No change | 44,088 | 5,178 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Monument Capital Management | History | Added to | 45,044 | 5,109 | 1.06% | 1.01% | 218 | +2,187 | 5.1% | Q3 2026 | Oct 08, 2026 |
| Brookstone Capital Management | History | No change | 43,354 | 5,091 | 0.05% | 0.05% | 219 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Storen Legacy Partners, LLC | History | No change | 43,131 | 5,065 | 1.38% | 1.38% | 220 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 42,777 | 5,024 | 0.12% | 0.12% | 221 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Atria Investments, Inc | History | No change | 41,905 | 4,921 | 0.05% | 0.05% | 222 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Center For Asset Management LLC | History | No change | 41,175 | 4,836 | 2.15% | 2.15% | 223 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Gladwyn Financial Advisors, Inc. | History | Added to | 41,993 | 4,763 | 3.04% | 3.03% | 224 | +796 | 1.93% | Q3 2026 | Oct 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | No change | 40,339 | 4,737 | 0.12% | 0.12% | 225 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| UNIQUE WEALTH, LLC | History | No change | 39,646 | 4,656 | 0.54% | 0.54% | 226 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Gotham Asset Management, LLC | History | No change | 39,564 | 4,646 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Latko Wealth Management, Ltd. | History | No change | 39,046 | 4,585 | 1.95% | 1.95% | 228 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cascades Capital Asset Management, LLC | History | No change | 38,812 | 4,558 | 1.69% | 1.69% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | No change | 38,652 | 4,539 | 0.27% | 0.27% | 230 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Clearstead Advisors, LLC | History | No change | 38,602 | 4,533 | 0.04% | 0.04% | 231 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Advisory Services Network, LLC | History | No change | 37,899 | 4,451 | 0.05% | 0.05% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Kestra Advisory Services, LLC | History | No change | 37,776 | 4,436 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Newport Capital Group, LLC | History | No change | 37,196 | 4,368 | 2.45% | 2.45% | 234 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Christensen, King & Associates Investment Services, Inc. | History | No change | 36,995 | 4,345 | 1.73% | 1.73% | 235 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 36,351 | 4,269 | 0.03% | 0.03% | 236 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IFP Advisors, Inc | History | No change | 36,202 | 4,251 | 0.08% | 0.08% | 237 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 36,036 | 4,232 | 0.02% | 0.02% | 238 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| IF Advisors, LLC | History | No change | 35,882 | 4,214 | 2.77% | 2.77% | 239 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | No change | 35,730 | 4,196 | 1.65% | 1.65% | 240 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 35,218 | 4,136 | 0.23% | 0.23% | 241 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Maltin Wealth Management, Inc. | History | No change | 34,617 | 4,065 | 1.36% | 1.36% | 242 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Madison Asset Management, LLC | History | No change | 34,571 | 4,060 | 0.05% | 0.05% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CreativeOne Wealth, LLC | History | No change | 34,459 | 4,047 | 0.09% | 0.09% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vision Capital Management, Inc. | History | No change | 34,064 | 4,000 | 0.46% | 0.46% | 245 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Advisory Group LLC | History | No change | 34,026 | 3,996 | 0.22% | 0.22% | 246 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Mount Lucas Management LP | History | No change | 34,011 | 3,994 | 1.42% | 1.42% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pacific Park Financial, Inc. | History | No change | 33,105 | 3,888 | 2.26% | 2.26% | 248 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 33,080 | 3,885 | 0.4% | 0.4% | 249 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ascent Group, LLC | History | No change | 32,857 | 3,859 | 0.12% | 0.12% | 250 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Opus Capital Group, LLC | History | No change | 31,887 | 3,745 | 0.36% | 0.36% | 251 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| International Private Wealth Advisors LLC | History | No change | 31,467 | 3,695 | 1.9% | 1.9% | 252 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EFG International AG | History | No change | 31,334 | 3,680 | 0.07% | 0.07% | 253 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 30,998 | 3,640 | 0.22% | 0.22% | 254 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BayBridge Capital Group, LLC | History | No change | 30,945 | 3,634 | 1.89% | 1.89% | 255 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Longview Financial Advisors LLC | History | No change | 30,459 | 3,577 | 1.77% | 1.77% | 256 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Tranquilli Financial Advisor LLC | History | No change | 30,408 | 3,571 | 1.92% | 1.92% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 30,170 | 3,543 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 30,169 | 3,543 | 0.17% | 0.17% | 259 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| ENTREWEALTH, LLC | History | No change | 30,460 | 3,543 | 1.31% | 1.31% | 260 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Compound Planning, Inc. | History | No change | 29,564 | 3,472 | 0.09% | 0.09% | 261 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Spartan Planning & Wealth Management | History | No change | 29,542 | 3,469 | 2.31% | 2.31% | 262 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| William Howard & Co Financial Advisors Inc | History | No change | 29,180 | 3,427 | 2.67% | 2.67% | 263 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| NorthCrest Asset Manangement, LLC | History | No change | 28,927 | 3,379 | 0.09% | 0.09% | 264 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| WCG Wealth Advisors LLC | History | No change | 28,709 | 3,371 | 0.08% | 0.08% | 265 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 28,574 | 3,355 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| IHT Wealth Management, LLC | History | No change | 28,383 | 3,333 | 0.07% | 0.07% | 267 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Apella Capital, LLC | History | Added to | 29,104 | 3,299 | 0.04% | 0.01% | 268 | +22,084 | 314.59% | Q3 2026 | Oct 08, 2026 |
| WARNER FINANCIAL, INC | History | No change | 28,092 | 3,299 | 0.97% | 0.97% | 269 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 28,041 | 3,293 | 0.04% | 0.04% | 270 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Blue Capital, Inc. | History | No change | 28,003 | 3,288 | 2.09% | 2.09% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Savvy Advisors, Inc. | History | No change | 27,965 | 3,284 | 0.07% | 0.07% | 272 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Heck Capital Advisors, LLC | History | No change | 27,695 | 3,252 | 0.19% | 0.19% | 273 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | No change | 27,591 | 3,240 | 0.06% | 0.06% | 274 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Centennial Wealth Advisory LLC | History | No change | 27,566 | 3,238 | 0.7% | 0.7% | 275 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| ETF Store, Inc. | History | No change | 26,986 | 3,169 | 2.65% | 2.65% | 276 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Crabel Capital Management, LLC | History | No change | 26,797 | 3,147 | 2.3% | 2.3% | 277 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Fortune Financial Advisors, LLC | History | No change | 26,577 | 3,121 | 1.34% | 1.34% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | No change | 26,529 | 3,115 | 0.59% | 0.59% | 279 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| ALONGSIDE, LLC | History | No change | 26,529 | 3,115 | 0.59% | 0.59% | 280 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CDKV HOLDINGS LLC | History | No change | 26,177 | 3,074 | 2.4% | 2.4% | 281 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| One Day In July LLC | History | No change | 25,936 | 3,046 | 0.21% | 0.21% | 282 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 25,898 | 3,041 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| BNP PARIBAS | History | No change | 25,420 | 2,985 | 0.08% | 0.08% | 284 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Union Bancaire Privee, UBP SA | History | No change | 25,327 | 2,983 | 0.03% | 0.03% | 285 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arete Wealth Advisors, LLC | History | No change | 25,282 | 2,969 | 0.2% | 0.2% | 286 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GeoWealth Management, LLC | History | No change | 25,200 | 2,959 | 0.09% | 0.09% | 287 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | No change | 25,200 | 2,959 | 0.6% | 0.6% | 288 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 25,170 | 2,956 | 0.18% | 0.18% | 289 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 24,794 | 2,912 | 1.13% | 1.13% | 290 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 24,690 | 2,899 | 0.23% | 0.23% | 291 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Wealthfront Advisers LLC | History | No change | 24,455 | 2,872 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Tidal Investments LLC | History | No change | 24,336 | 2,858 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 25,015 | 2,837 | 0.3% | 0.3% | 294 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Chesley Taft & Associates LLC | History | No change | 23,832 | 2,799 | 0.11% | 0.11% | 295 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Sequent Planning LLC | History | No change | 23,358 | 2,743 | 0.59% | 0.59% | 296 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnus Financial Group LLC | History | No change | 23,212 | 2,726 | 0.19% | 0.19% | 297 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Trajan Wealth LLC | History | No change | 23,054 | 2,707 | 0.1% | 0.1% | 298 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| REGATTA CAPITAL GROUP, LLC | History | No change | 22,624 | 2,657 | 0.36% | 0.36% | 299 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jacobi Capital Management LLC | History | No change | 22,620 | 2,656 | 0.13% | 0.13% | 300 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |