iShares, Inc. - IEMG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | History | No change | 222,148,087 | 18,402,747 | 1.19% | 1.19% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 128,282,433 | 10,626,916 | 0.56% | 0.56% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 91,123,857 | 7,548,700 | 1.22% | 1.22% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 78,943,848 | 6,539,708 | 3.82% | 3.82% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 69,048,781 | 5,719,938 | 1.35% | 1.35% | 5 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 48,071,491 | 3,982,242 | 0.89% | 0.89% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| JPMORGAN CHASE & CO | History | No change | 46,796,427 | 3,824,204 | 0.21% | 0.21% | 7 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlackRock, Inc. | History | No change | 44,414,287 | 3,679,279 | 0.05% | 0.05% | 8 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wealthfront Advisers LLC | History | No change | 40,620,373 | 3,364,991 | 6.47% | 6.47% | 9 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS Group AG | History | No change | 37,283,050 | 3,088,527 | 0.39% | 0.39% | 10 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| US BANCORP \DE\ | History | No change | 29,088,603 | 2,409,769 | 2.63% | 2.63% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 26,247,498 | 2,174,342 | 0.19% | 0.19% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 21,551,842 | 1,752,799 | 0.7% | 0.7% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 20,648,030 | 1,710,482 | 0.07% | 0.07% | 14 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 20,134,881 | 1,667,973 | 0.89% | 0.89% | 15 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 20,009,721 | 1,657,605 | 0.45% | 0.45% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | No change | 19,916,029 | 1,649,843 | 0.27% | 0.27% | 17 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| WIT, LLC | History | No change | 16,950,847 | 1,404,208 | 22.43% | 22.43% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA Wealth Investment Management LLC | History | No change | 16,975,851 | 1,387,266 | 9.27% | 9.27% | 19 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | No change | 15,880,065 | 1,315,504 | 0.11% | 0.11% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 15,809,719 | 1,309,677 | 0.65% | 0.65% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 14,904,934 | 1,234,724 | 1.48% | 1.48% | 22 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 12,884,739 | 1,067,371 | 0.14% | 0.14% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 12,508,671 | 1,036,218 | 3.57% | 3.57% | 24 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 12,458,692 | 1,032,078 | 3.52% | 3.52% | 25 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 10,117,805 | 838,158 | 0.28% | 0.28% | 26 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| M&T BANK CORP | History | No change | 9,558,345 | 791,813 | 2.32% | 2.32% | 27 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| ASSETMARK, INC | History | No change | 9,531,385 | 789,579 | 1.36% | 1.36% | 28 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 9,506,342 | 787,504 | 1.2% | 1.2% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | No change | 9,230,057 | 764,619 | 0.67% | 0.67% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 9,119,613 | 755,469 | 0.11% | 0.11% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 8,850,651 | 732,485 | 0.77% | 0.77% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 7,697,046 | 638,301 | 0.13% | 0.13% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Systems of Alabama | History | No change | 7,584,431 | 628,294 | 1.89% | 1.89% | 34 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cetera Investment Advisers | History | No change | 7,574,258 | 627,451 | 0.57% | 0.57% | 35 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jordan Park Group LLC | History | No change | 7,184,138 | 595,134 | 30.18% | 30.18% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Asset Management One Co., Ltd. | History | No change | 7,068,028 | 585,515 | 1.5% | 1.5% | 37 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Cerity Partners LLC | History | No change | 7,028,267 | 582,221 | 0.7% | 0.7% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Japan Science & Technology Agency | History | No change | 6,270,920 | 519,483 | 9.82% | 9.82% | 39 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Invesco Ltd. | History | No change | 6,178,957 | 511,864 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 6,127,487 | 507,601 | 0.82% | 0.82% | 41 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 5,986,527 | 495,923 | 1.01% | 1.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 7,109,869 | 495,913 | 0.16% | 0.16% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 5,808,597 | 481,184 | 3.56% | 3.56% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 5,738,838 | 475,406 | 0.4% | 0.4% | 45 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 5,673,188 | 469,966 | 2.28% | 2.28% | 46 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| CITIGROUP INC | History | No change | 5,623,216 | 465,827 | 0.15% | 0.15% | 47 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Betterment LLC | History | No change | 5,399,957 | 447,332 | 0.76% | 0.76% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 4,682,168 | 387,870 | 0.07% | 0.07% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | No change | 4,508,835 | 373,511 | 1.23% | 1.23% | 50 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Ballentine Partners, LLC | History | No change | 4,374,374 | 362,373 | 4.43% | 4.43% | 51 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 4,218,980 | 349,500 | 2.18% | 2.18% | 52 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NORTHERN TRUST CORP | History | No change | 4,188,443 | 346,970 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | No change | 4,165,043 | 345,032 | 1.65% | 1.65% | 54 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| STATE STREET CORP | History | No change | 4,142,683 | 343,179 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 4,131,673 | 342,267 | 1.64% | 1.64% | 56 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Pathstone Holdings, LLC | History | No change | 4,092,944 | 339,058 | 0.99% | 0.99% | 57 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANTAGEPOINT INVESTMENT ADVISERS LLC | History | No change | 4,017,667 | 332,823 | 2.49% | 2.49% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 3,868,987 | 320,506 | 0.07% | 0.07% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 3,641,116 | 301,789 | 0.35% | 0.35% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 3,591,983 | 297,559 | 0.29% | 0.29% | 61 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Focus Partners Wealth | History | No change | 3,296,356 | 273,069 | 0.28% | 0.28% | 62 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EP Wealth Advisors, LLC | History | No change | 3,176,408 | 263,133 | 1.01% | 1.01% | 63 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 3,168,542 | 262,482 | 1.95% | 1.95% | 64 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Choate Investment Advisors | History | No change | 3,029,806 | 250,989 | 4.41% | 4.41% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Haverford Trust Co | History | No change | 3,018,810 | 250,078 | 2.16% | 2.16% | 66 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,012,189 | 250,033 | 1.38% | 1.38% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Matson Money. Inc. | History | No change | 2,992,980 | 247,938 | 6.91% | 6.91% | 68 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Municipal Employees' Retirement System of Michigan | History | No change | 2,975,052 | 246,453 | 2.72% | 2.72% | 69 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Valeo Financial Advisors, LLC | History | No change | 3,067,830 | 245,492 | 5.18% | 5.18% | 70 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Nationwide Fund Advisors | History | No change | 2,496,864 | 241,147 | 9.96% | 9.96% | 71 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 2,829,956 | 234,433 | 4.11% | 4.11% | 72 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 2,811,969 | 232,943 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Janney Montgomery Scott LLC | History | No change | 2,692,408 | 223,039 | 0.43% | 0.43% | 74 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 2,618,730 | 216,935 | 0.02% | 0.02% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 2,536,553 | 210,128 | 0.31% | 0.31% | 76 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 2,523,223 | 209,023 | 4.52% | 4.52% | 77 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stairway Partners, LLC | History | Added to | 2,557,560 | 207,571 | 9.81% | 9.69% | 78 | +75,621 | 3.05% | Q3 2026 | Oct 01, 2026 |
| MAI Capital Management | History | No change | 2,449,784 | 202,940 | 0.76% | 0.76% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,384,168 | 197,504 | 0.3% | 0.3% | 80 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,363,740 | 195,812 | 0.13% | 0.13% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 2,340,498 | 193,886 | 0.27% | 0.27% | 82 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investure, LLC | History | No change | 2,296,326 | 190,227 | 11.89% | 11.89% | 83 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | No change | 2,293,762 | 190,015 | 4.35% | 4.35% | 84 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 2,291,073 | 189,792 | 0.24% | 0.24% | 85 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Hirtle & Co., LLC | History | No change | 2,249,929 | 186,384 | 6.13% | 6.13% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Hackensack Meridian Health, Inc. | History | No change | 2,246,000 | 186,058 | 12.56% | 12.56% | 87 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,236,895 | 185,304 | 0.23% | 0.23% | 88 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Cresset Asset Management, LLC | History | No change | 2,217,658 | 183,710 | 0.66% | 0.66% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 2,214,337 | 183,435 | 0.25% | 0.25% | 90 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 2,212,917 | 183,318 | 7.93% | 7.93% | 91 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 2,129,728 | 176,426 | 6.22% | 6.22% | 92 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Balentine LLC | History | No change | 2,123,972 | 175,949 | 6.25% | 6.25% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| &PARTNERS | History | No change | 2,115,509 | 175,327 | 0.72% | 0.72% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | No change | 2,069,819 | 171,463 | 1.8% | 1.8% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Connecticut Wealth Management, LLC | History | No change | 2,049,493 | 169,780 | 6.28% | 6.28% | 96 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Southern Farm Bureau Life Insurance | History | No change | 2,037,659 | 169,140 | 16.18% | 16.18% | 97 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 2,028,593 | 168,048 | 2.45% | 2.45% | 98 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Nuveen, LLC | History | No change | 1,990,213 | 164,869 | 0.04% | 0.04% | 99 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vestcor Inc | History | No change | 1,893,604 | 156,866 | 3.88% | 3.88% | 100 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Quotient Wealth Partners, LLC | History | No change | 1,860,708 | 154,141 | 3.64% | 3.64% | 101 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Venturi Wealth Management, LLC | History | No change | 1,800,638 | 149,164 | 5.77% | 5.77% | 102 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealthspire Advisors, LLC | History | No change | 1,791,433 | 148,402 | 0.82% | 0.82% | 103 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 1,762,151 | 145,976 | 0.43% | 0.43% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BROWN ADVISORY INC | History | No change | 1,738,020 | 143,977 | 0.22% | 0.22% | 105 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners OCIO LLC | History | No change | 1,717,584 | 142,284 | 7.2% | 7.2% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 1,714,848 | 142,058 | 8.01% | 8.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Elm Partners Management LLC | History | No change | 1,692,950 | 140,243 | 5.03% | 5.03% | 108 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 1,667,104 | 138,102 | 1.66% | 1.66% | 109 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sanctuary Advisors, LLC | History | No change | 1,648,912 | 136,595 | 0.63% | 0.63% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Merit Financial Group, LLC | History | No change | 1,636,220 | 135,544 | 0.83% | 0.83% | 111 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 1,579,899 | 130,855 | 1.02% | 1.02% | 112 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 1,572,794 | 130,290 | 1.31% | 1.31% | 113 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| New York University | History | No change | 1,539,708 | 127,549 | 100.0% | 100.0% | 114 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Members Trust Co | History | No change | 1,528,569 | 126,626 | 3.94% | 3.94% | 115 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| LINCOLN NATIONAL CORP | History | No change | 1,521,016 | 126,000 | 3.22% | 3.22% | 116 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Robertson Stephens Wealth Management, LLC | History | No change | 1,507,188 | 124,855 | 3.07% | 3.07% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 1,477,273 | 122,377 | 4.48% | 4.48% | 118 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 1,502,015 | 121,574 | 0.2% | 0.2% | 119 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,447,137 | 119,880 | 0.37% | 0.37% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bleakley Financial Group, LLC | History | No change | 1,418,894 | 117,541 | 1.5% | 1.5% | 121 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| UNC Management Company, Inc. | History | No change | 1,388,959 | 115,061 | 5.56% | 5.56% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SigFig Wealth Management, LLC | History | No change | 1,393,406 | 113,868 | 3.02% | 3.02% | 123 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Destination Wealth Management | History | No change | 1,364,036 | 112,996 | 2.64% | 2.64% | 124 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DV EQUITIES, LLC | History | No change | 1,347,857 | 111,656 | 16.0% | 16.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modera Wealth Management, LLC | History | No change | 1,337,777 | 110,821 | 1.18% | 1.18% | 126 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| J. Safra Sarasin Holding AG | History | No change | 1,586,168 | 110,686 | 1.59% | 1.59% | 127 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Bridgewater Associates, LP | History | No change | 1,328,276 | 110,034 | 0.45% | 0.45% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | No change | 1,324,309 | 109,880 | 1.31% | 1.31% | 129 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Passaic Partners LLC | History | No change | 1,323,586 | 109,645 | 8.08% | 8.08% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Retirement Investment Advisors, Inc. | History | No change | 1,383,266 | 108,572 | 7.74% | 7.74% | 131 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Alaska Permanent Capital Management, LLC | History | No change | 1,258,604 | 104,473 | 6.83% | 6.83% | 132 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 1,260,159 | 104,391 | 1.07% | 1.07% | 133 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Savant Capital, LLC | History | No change | 1,277,733 | 104,358 | 0.31% | 0.31% | 134 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,256,713 | 104,106 | 0.53% | 0.53% | 135 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 1,254,834 | 103,950 | 0.24% | 0.24% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nearwater Capital Markets, Ltd | History | No change | 1,250,200 | 103,566 | 1.79% | 1.79% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JB Capital LLC | History | No change | 1,236,436 | 102,426 | 3.55% | 3.55% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Vontobel Holding Ltd. | History | No change | 1,225,746 | 101,540 | 0.32% | 0.32% | 139 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,220,703 | 101,123 | 0.44% | 0.44% | 140 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MIDLAND WEALTH ADVISORS, LLC | History | No change | 1,217,127 | 100,826 | 4.74% | 4.74% | 141 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| JABODON PT CO | History | No change | 1,213,770 | 100,549 | 9.87% | 9.87% | 142 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | No change | 1,201,534 | 99,535 | 0.46% | 0.46% | 143 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,200,953 | 99,486 | 1.83% | 1.83% | 144 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHOREO, LLC | History | No change | 1,195,834 | 99,061 | 1.09% | 1.09% | 145 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CKW FINANCIAL GROUP | History | No change | 1,228,524 | 99,056 | 9.73% | 9.73% | 146 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| RiverFront Investment Group, LLC | History | No change | 1,193,345 | 98,856 | 1.31% | 1.31% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| MCF Advisors LLC | History | No change | 1,180,751 | 97,813 | 3.5% | 3.5% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 1,177,714 | 97,562 | 0.23% | 0.23% | 149 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 1,209,608 | 97,530 | 0.15% | 0.15% | 150 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Heritage Wealth Advisors | History | No change | 1,159,805 | 96,078 | 3.3% | 3.3% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wharton Business Group, LLC | History | No change | 1,155,957 | 95,759 | 3.2% | 3.2% | 152 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Horizon Investments, LLC | History | No change | 1,152,417 | 95,466 | 1.05% | 1.05% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO | History | No change | 1,154,121 | 94,637 | 0.93% | 0.93% | 154 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | History | No change | 1,139,900 | 94,429 | 3.03% | 3.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,170,597 | 93,401 | 1.75% | 1.75% | 156 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| REGIONS FINANCIAL CORP | History | No change | 1,107,623 | 91,755 | 0.55% | 0.55% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NorthRock Partners, LLC | History | No change | 1,096,059 | 90,797 | 1.32% | 1.32% | 158 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Fusion Family Wealth, LLC | History | No change | 1,094,150 | 90,639 | 6.02% | 6.02% | 159 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Brookstone Capital Management | History | No change | 1,092,956 | 90,540 | 0.91% | 0.91% | 160 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 1,089,966 | 90,292 | 0.59% | 0.59% | 161 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Corient Private Wealth LP | History | No change | 1,072,301 | 88,829 | 0.12% | 0.12% | 162 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| ASPIRIANT, LLC | History | No change | 1,068,386 | 88,505 | 2.18% | 2.18% | 163 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 1,051,271 | 87,087 | 0.4% | 0.4% | 164 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 1,039,693 | 86,128 | 0.27% | 0.27% | 165 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | No change | 1,029,458 | 85,280 | 3.95% | 3.95% | 166 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | No change | 1,020,000 | 84,496 | 3.34% | 3.34% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| National Philanthropic Trust | History | No change | 1,004,623 | 83,222 | 1.2% | 1.2% | 168 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 997,515 | 82,634 | 1.9% | 1.9% | 169 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 997,377 | 82,622 | 0.83% | 0.83% | 170 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| CONNABLE OFFICE INC | History | No change | 995,436 | 82,461 | 7.26% | 7.26% | 171 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| First Command Advisory Services, Inc. | History | No change | 992,649 | 82,231 | 0.49% | 0.49% | 172 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Myriad Asset Management Advisors LLC | History | No change | 991,726 | 82,155 | 19.39% | 19.39% | 173 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,077,184 | 79,435 | 0.06% | 0.06% | 174 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 955,564 | 79,158 | 0.37% | 0.37% | 175 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 951,425 | 78,816 | 0.04% | 0.04% | 176 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | No change | 919,838 | 76,199 | 4.08% | 4.08% | 177 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Heck Capital Advisors, LLC | History | No change | 910,801 | 75,450 | 4.51% | 4.51% | 178 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Quent Capital, LLC | History | No change | 908,595 | 75,267 | 4.62% | 4.62% | 179 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 907,508 | 75,177 | 1.12% | 1.12% | 180 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| GREENLEAF TRUST | History | No change | 898,286 | 74,414 | 0.72% | 0.72% | 181 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 888,139 | 73,573 | 0.69% | 0.69% | 182 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 882,776 | 73,129 | 0.71% | 0.71% | 183 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Wedmont Private Capital | History | No change | 897,981 | 73,023 | 2.0% | 2.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | Added to | 887,182 | 72,003 | 0.86% | 0.72% | 185 | +177,592 | 25.03% | Q3 2026 | Oct 05, 2026 |
| COMMERCE BANK | History | No change | 866,446 | 71,776 | 0.32% | 0.32% | 186 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| University of Pittsburgh - Of the Commonwealth System of Higher Education | History | No change | 858,312 | 71,102 | 99.7% | 99.7% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | History | No change | 850,353 | 70,443 | 1.02% | 1.02% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 844,318 | 69,943 | 2.51% | 2.51% | 189 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 836,045 | 69,243 | 0.59% | 0.59% | 190 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Pictet Asset Management Holding SA | History | No change | 844,805 | 69,037 | 0.07% | 0.07% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 833,185 | 69,021 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Parkside Investments, LLC | History | No change | 816,192 | 67,613 | 7.49% | 7.49% | 193 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Johnson Financial Group, Inc. | History | No change | 814,390 | 67,464 | 2.22% | 2.22% | 194 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 811,467 | 67,331 | 6.49% | 6.49% | 195 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | No change | 796,743 | 66,002 | 3.9% | 3.9% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 787,589 | 65,243 | 0.5% | 0.5% | 197 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Octavia Wealth Advisors, LLC | History | No change | 780,613 | 64,666 | 5.58% | 5.58% | 198 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 763,016 | 63,205 | 0.05% | 0.05% | 199 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 760,800 | 63,024 | 0.81% | 0.81% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 745,800 | 61,782 | 0.77% | 0.77% | 201 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TFC Financial Management, Inc. | History | No change | 734,844 | 60,874 | 6.75% | 6.75% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Aaron Wealth Advisors LLC | History | No change | 733,400 | 60,754 | 3.09% | 3.09% | 203 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 730,079 | 60,320 | 0.1% | 0.1% | 204 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | No change | 713,422 | 59,099 | 1.09% | 1.09% | 205 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Chan Zuckerberg Initiative, LLC | History | No change | 706,019 | 58,486 | 100.0% | 100.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HSBC HOLDINGS PLC | History | No change | 704,188 | 58,334 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Concurrent Investment Advisors, LLC | History | No change | 695,313 | 57,599 | 0.49% | 0.49% | 208 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 686,408 | 56,862 | 0.68% | 0.68% | 209 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Jupiter Topco LLC | History | No change | 685,262 | 56,767 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Equitable Holdings, Inc. | History | No change | 681,163 | 56,427 | 0.34% | 0.34% | 211 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Arax Advisory Partners | History | No change | 677,057 | 56,087 | 0.37% | 0.37% | 212 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kestra Advisory Services, LLC | History | No change | 675,714 | 55,976 | 0.18% | 0.18% | 213 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| MBL Wealth, LLC | History | No change | 668,096 | 55,345 | 3.78% | 3.78% | 214 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 652,670 | 54,067 | 5.08% | 5.08% | 215 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| SYON CAPITAL LLC | History | No change | 648,044 | 53,683 | 2.34% | 2.34% | 216 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MPS Loria Financial Planners, LLC | History | No change | 632,371 | 52,385 | 12.04% | 12.04% | 217 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 622,153 | 51,539 | 0.77% | 0.77% | 218 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Financial Synergies Wealth Advisors, Inc. | History | No change | 621,616 | 51,494 | 4.36% | 4.36% | 219 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Strategic Investment Advisors / MI | History | No change | 614,356 | 50,893 | 3.08% | 3.08% | 220 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Magnus Financial Group LLC | History | No change | 607,891 | 50,357 | 3.56% | 3.56% | 221 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Sompo Asset Management Co., Ltd. | History | No change | 607,548 | 50,329 | 8.26% | 8.26% | 222 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| SCS Capital Management LLC | History | No change | 607,246 | 50,304 | 0.48% | 0.48% | 223 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GenTrust, LLC | History | No change | 606,526 | 50,244 | 1.93% | 1.93% | 224 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FORM Wealth Advisors, LLC | History | No change | 603,991 | 50,034 | 5.5% | 5.5% | 225 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Pure Financial Advisors, LLC | History | No change | 602,817 | 49,937 | 0.64% | 0.64% | 226 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Santa Clara Valley Transportation Authority | History | No change | 601,823 | 49,855 | 38.61% | 38.61% | 227 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 598,801 | 49,604 | 0.66% | 0.66% | 228 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Wescott Financial Advisory Group, LLC | History | No change | 597,473 | 49,494 | 3.83% | 3.83% | 229 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CHAI TRUST CO LLC | History | No change | 597,322 | 49,482 | 3.4% | 3.4% | 230 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | No change | 590,622 | 48,927 | 5.14% | 5.14% | 231 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BANK OF NOVA SCOTIA | History | No change | 587,400 | 48,660 | 0.07% | 0.07% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | No change | 582,315 | 48,238 | 0.58% | 0.58% | 233 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| WealthPlan Investment Management, LLC | History | No change | 576,229 | 47,734 | 2.37% | 2.37% | 234 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| RED CEDAR INVESTMENT MANAGEMENT, LLC | History | No change | 575,932 | 47,710 | 4.52% | 4.52% | 235 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Archford Capital Strategies, LLC | History | No change | 575,012 | 47,633 | 4.82% | 4.82% | 236 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| UMB Bank, n.a. | History | No change | 573,155 | 47,480 | 0.6% | 0.6% | 237 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| iA Global Asset Management Inc. | History | No change | 572,516 | 47,427 | 0.56% | 0.56% | 238 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Main Management ETF Advisors, LLC | History | No change | 564,085 | 46,729 | 1.41% | 1.41% | 239 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wellspring Financial Advisors, LLC | History | No change | 918,763 | 46,430 | 3.06% | 3.06% | 240 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 557,155 | 46,154 | 2.77% | 2.77% | 241 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ironwood Wealth Management, LLC. | History | No change | 557,128 | 46,152 | 10.23% | 10.23% | 242 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Vise Technologies, Inc. | History | No change | 546,575 | 45,278 | 0.51% | 0.51% | 243 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLB&B Advisors, LLC | History | No change | 546,559 | 45,276 | 1.66% | 1.66% | 244 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CAPE COD FIVE CENTS SAVINGS BANK | History | No change | 541,778 | 44,880 | 3.65% | 3.65% | 245 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | No change | 532,958 | 44,150 | 1.64% | 1.64% | 246 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Curi Capital, LLC | History | No change | 532,907 | 44,146 | 0.68% | 0.68% | 247 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Financial Bank - Trust Division | History | Added to | 543,606 | 44,119 | 3.18% | 3.07% | 248 | +23,931 | 4.6% | Q3 2026 | Oct 01, 2026 |
| Alaska Wealth Advisors, LLC | History | No change | 531,657 | 44,042 | 4.77% | 4.77% | 249 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Lido Advisors, LLC | History | No change | 522,313 | 43,272 | 0.12% | 0.12% | 250 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Daiwa Securities Group Inc. | History | No change | 522,300 | 43,267 | 0.08% | 0.08% | 251 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Trek Financial, LLC | History | No change | 520,057 | 43,081 | 2.14% | 2.14% | 252 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 519,774 | 43,058 | 2.59% | 2.59% | 253 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Pathway Financial Advisors LLC | History | No change | 536,810 | 42,858 | 5.0% | 5.0% | 254 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 504,998 | 41,834 | 0.55% | 0.55% | 255 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Private Advisor Group, LLC | History | No change | 503,352 | 41,697 | 0.19% | 0.19% | 256 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Klingman & Associates, LLC | History | No change | 501,018 | 41,504 | 1.77% | 1.77% | 257 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Fifth Third Wealth Advisors LLC | History | No change | 500,264 | 41,441 | 1.16% | 1.16% | 258 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 498,867 | 41,326 | 0.63% | 0.63% | 259 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 486,766 | 40,323 | 0.28% | 0.28% | 260 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Brand Asset Management Group, Inc. | History | No change | 485,371 | 40,208 | 8.89% | 8.89% | 261 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 483,761 | 40,074 | 0.62% | 0.62% | 262 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 462,841 | 38,338 | 1.71% | 1.71% | 263 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | No change | 457,278 | 37,881 | 0.44% | 0.44% | 264 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Shepherd Financial Partners LLC | History | No change | 455,410 | 37,726 | 3.1% | 3.1% | 265 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | No change | 450,516 | 37,320 | 0.63% | 0.63% | 266 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| NorthCoast Asset Management LLC | History | No change | 448,951 | 37,191 | 0.82% | 0.82% | 267 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Ayalon Insurance Comp Ltd. | History | No change | 448,605 | 37,162 | 4.56% | 4.56% | 268 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Foster Group, Inc. | History | No change | 448,500 | 37,153 | 0.99% | 0.99% | 269 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 442,712 | 36,674 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 442,044 | 36,618 | 0.17% | 0.17% | 271 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Turim 21 Investimentos Ltda. | History | No change | 438,836 | 36,353 | 5.93% | 5.93% | 272 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Leverty Financial Group, LLC | History | No change | 437,488 | 36,241 | 7.05% | 7.05% | 273 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 437,350 | 36,230 | 2.47% | 2.47% | 274 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LMCG INVESTMENTS, LLC | History | No change | 437,298 | 36,225 | 1.94% | 1.94% | 275 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Rockbridge Investment Management, LCC | History | No change | 433,410 | 35,903 | 2.92% | 2.92% | 276 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bluespring Wealth Management, LLC | History | No change | 433,258 | 35,891 | 0.69% | 0.69% | 277 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 432,479 | 35,826 | 0.55% | 0.55% | 278 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 431,464 | 35,742 | 0.02% | 0.02% | 279 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 423,638 | 35,094 | 0.3% | 0.3% | 280 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Summit Financial, LLC | History | No change | 416,200 | 34,477 | 0.38% | 0.38% | 281 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inherent Management Corp. | History | No change | 415,605 | 34,428 | 13.36% | 13.36% | 282 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SIMON QUICK ADVISORS, LLC | History | No change | 415,162 | 34,392 | 1.39% | 1.39% | 283 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Affinity Capital Advisors, LLC | History | No change | 417,047 | 34,197 | 4.22% | 4.22% | 284 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 409,664 | 33,936 | 0.04% | 0.04% | 285 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 409,300 | 33,906 | 0.15% | 0.15% | 286 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Strategic Investment Solutions, LLC | History | No change | 405,628 | 33,602 | 2.98% | 2.98% | 287 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TOBIAS FINANCIAL ADVISORS, INC. | History | No change | 404,155 | 33,480 | 4.25% | 4.25% | 288 | 0 | 0.0% | Q2 2026 | Aug 25, 2026 |
| HENGEHOLD CAPITAL MANAGEMENT LLC | History | No change | 401,096 | 33,226 | 2.58% | 2.58% | 289 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 394,574 | 32,686 | 1.97% | 1.97% | 290 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 393,757 | 32,618 | 0.03% | 0.03% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Grove Bank & Trust | History | No change | 392,048 | 32,477 | 3.22% | 3.22% | 292 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | No change | 390,938 | 32,385 | 0.23% | 0.23% | 293 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Disciplina Capital Management LLC | History | No change | 388,037 | 32,144 | 3.32% | 3.32% | 294 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 387,908 | 32,134 | 0.22% | 0.22% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Facet Wealth, Inc. | History | No change | 385,186 | 31,908 | 0.46% | 0.46% | 296 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | No change | 385,069 | 31,899 | 0.35% | 0.35% | 297 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Crescent Grove Advisors, LLC | History | No change | 382,246 | 31,665 | 2.64% | 2.64% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 378,265 | 31,335 | 0.31% | 0.31% | 299 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 377,183 | 31,245 | 0.86% | 0.86% | 300 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |