iSHARES TRUST - IEO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | No change | 297,508 | 32,675 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Bank Pictet & Cie (Europe) AG | History | No change | 122,139 | 13,414 | 0.26% | 0.26% | 2 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 117,548 | 12,910 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 100,740 | 11,064 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 89,518 | 9,831 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 89,473 | 9,826 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EP Wealth Advisors, LLC | History | No change | 79,628 | 8,745 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| CITADEL ADVISORS LLC | History | No change | 56,103 | 6,161 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 54,329 | 5,966 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 53,941 | 5,924 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mader & Shannon Wealth Management, Inc. | History | No change | 48,339 | 5,309 | 2.48% | 2.48% | 11 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ROYAL BANK OF CANADA | History | No change | 46,115 | 5,065 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 43,364 | 4,762 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 40,914 | 4,494 | 0.37% | 0.37% | 14 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Investors Research Corp | History | No change | 40,047 | 4,398 | 0.79% | 0.79% | 15 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| UBS Group AG | History | No change | 39,247 | 4,310 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 34,665 | 3,807 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Mutual Advisors, LLC | History | No change | 29,704 | 3,262 | 0.06% | 0.06% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 28,410 | 3,120 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| MARTIN & CO INC /TN/ | History | No change | 22,678 | 2,490 | 0.39% | 0.39% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | No change | 22,460 | 2,466 | 0.05% | 0.05% | 21 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 21,816 | 2,396 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| COTTONWOOD CAPITAL ADVISORS, LLC | History | No change | 20,565 | 2,258 | 1.36% | 1.36% | 23 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PFG Investments, LLC | History | No change | 19,021 | 2,089 | 0.08% | 0.08% | 24 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| AlphaCore Capital LLC | History | No change | 18,728 | 2,056 | 0.04% | 0.04% | 25 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 18,401 | 2,021 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| FLOW TRADERS U.S. LLC | History | No change | 17,142 | 1,883 | 0.08% | 0.08% | 27 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 16,301 | 1,790 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 16,302 | 1,790 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 15,392 | 1,690 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Wealth Management Partners, LLC | History | No change | 14,661 | 1,610 | 0.38% | 0.38% | 31 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HighTower Advisors, LLC | History | No change | 14,042 | 1,542 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 13,007 | 1,429 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Independent Family Office, LLC | History | No change | 12,754 | 1,400 | 0.56% | 0.56% | 34 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 12,462 | 1,368 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 12,389 | 1,360 | 0.01% | 0.01% | 36 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | No change | 12,370 | 1,358 | 0.12% | 0.12% | 37 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 12,304 | 1,351 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 11,898 | 1,308 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | No change | 11,666 | 1,281 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 11,414 | 1,253 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Audent Global Asset Management, LLC | History | No change | 10,951 | 1,202 | 1.34% | 1.34% | 42 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JPMORGAN CHASE & CO | History | No change | 10,559 | 1,165 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | History | No change | 10,527 | 1,156 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Enclave Advisors LLC | History | No change | 10,190 | 1,119 | 0.14% | 0.14% | 45 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Savvy Advisors, Inc. | History | No change | 10,063 | 1,105 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| GTS SECURITIES LLC | History | No change | 8,592 | 943 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PCG Wealth Advisors, LLC | History | No change | 8,536 | 937 | 0.21% | 0.21% | 48 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Stegent Equity Advisors, Inc. | History | No change | 7,950 | 873 | 0.63% | 0.63% | 49 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cresset Asset Management, LLC | History | No change | 7,604 | 835 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 7,349 | 807 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | No change | 7,322 | 804 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mezzasalma Advisors, LLC | History | No change | 6,904 | 758 | 0.15% | 0.15% | 53 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 6,671 | 732 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RiverFront Investment Group, LLC | History | No change | 6,491 | 712 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Qube Research & Technologies Ltd | History | No change | 6,477 | 711 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 6,349 | 696 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Endowment Wealth Management, Inc. | History | No change | 5,996 | 658 | 0.25% | 0.25% | 58 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 5,801 | 637 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 5,793 | 636 | 0.09% | 0.09% | 60 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JANE STREET GROUP, LLC | History | No change | 5,307 | 582 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Regatta Research & Money Management | History | No change | 5,093 | 559 | 0.53% | 0.53% | 62 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 5,000 | 549 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 4,893 | 537 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,784 | 525 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Betterment LLC | History | No change | 4,358 | 479 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 4,310 | 473 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 4,309 | 473 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Westmount Partners, LLC | History | No change | 4,263 | 468 | 0.1% | 0.1% | 69 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| ALTFEST L J & CO INC | History | No change | 4,235 | 465 | 0.05% | 0.05% | 70 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Kestra Advisory Services, LLC | History | No change | 4,054 | 445 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Equitable Holdings, Inc. | History | No change | 3,966 | 435 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 3,938 | 432 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STEPHENS INC /AR/ | History | No change | 3,732 | 409 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Poehling Capital Management, INC. | History | No change | 3,500 | 384 | 0.08% | 0.08% | 75 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Focus Partners Wealth | History | No change | 3,354 | 368 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY TRUST CO | History | No change | 3,005 | 330 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 2,963 | 325 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| CYPRESS ASSET MANAGEMENT INC/TX | History | No change | 2,953 | 324 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| &PARTNERS | History | No change | 2,782 | 305 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MARSHALL WACE, LLP | History | No change | 2,573 | 282 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ignite Planners, LLC | History | No change | 2,225 | 244 | 0.03% | 0.03% | 82 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Koshinski Asset Management, Inc. | History | No change | 2,209 | 242 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | No change | 2,192 | 240 | 0.06% | 0.06% | 84 | 0 | 0.0% | Q2 2026 | Aug 20, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,086 | 229 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | History | No change | 2,069 | 227 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sowell Financial Services LLC | History | No change | 1,995 | 219 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Avior Wealth Management, LLC | History | No change | 1,981 | 217 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 1,963 | 215 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANCHYRA PARTNERS LLC | History | No change | 1,825 | 200 | 0.05% | 0.05% | 90 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 1,706 | 187 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| one8zero8, LLC | History | No change | 1,400 | 153 | 0.03% | 0.03% | 92 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| FIRST HORIZON CORP | History | No change | 1,362 | 149 | 0.01% | 0.01% | 93 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FMR LLC | History | No change | 1,275 | 140 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CX Institutional | History | Reduced | 839 | 111 | 0.0% | 0.0% | 96 | -15 | -1.76% | Q3 2026 | Oct 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 1,017 | 111 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 940 | 103 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Ancora Advisors LLC | History | No change | 868 | 95 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 800 | 87 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 685 | 84 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Parallel Advisors, LLC | History | No change | 736 | 80 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 712 | 78 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 700 | 78 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 600 | 65 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 586 | 64 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BlackRock, Inc. | History | No change | 526 | 57 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 500 | 54 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NewEdge Advisors, LLC | History | No change | 408 | 44 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 404 | 44 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Sep 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 368 | 40 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Winch Advisory Services, LLC | History | No change | 372 | 40 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RMG Wealth Management LLC | History | No change | 300 | 38 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hilltop National Bank | History | No change | 315 | 34 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| Highland Investment Advisors LLC | History | No change | 309 | 33 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | No change | 289 | 31 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 275 | 30 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 273 | 29 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Commonwealth Retirement Investments LLC | History | No change | 238 | 26 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 245 | 26 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Arax Advisory Partners | History | No change | 222 | 24 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 225 | 24 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| AE Wealth Management LLC | History | No change | 217 | 23 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HOWE & RUSLING INC | History | No change | 202 | 22 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| LANARK FINANCIAL, INC. | History | No change | 201 | 22 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| WHITTIER TRUST CO | History | No change | 203 | 22 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 200 | 21 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 200 | 21 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 187 | 20 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 177 | 19 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GW&K Investment Management, LLC | History | No change | 167 | 18 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 158 | 17 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighMark Wealth Management LLC | History | No change | 159 | 17 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Abound Wealth Management | History | No change | 158 | 17 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 154 | 16 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Avion Wealth | History | No change | 150 | 16 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Atomic Invest LLC | History | No change | 151 | 16 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Sep 25, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | No change | 135 | 14 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Nova Wealth Management, Inc. | History | No change | 130 | 14 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Roxbury Financial LLC | History | Added to | 103 | 13 | 0.01% | 0.01% | 139 | +1 | 0.98% | Q3 2026 | Oct 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 100 | 11 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Spire Wealth Management | History | No change | 104 | 11 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 100 | 10 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Golden State Wealth Management, LLC | History | No change | 100 | 10 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IFP Advisors, Inc | History | No change | 80 | 8 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 82 | 8 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 67 | 7 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 71 | 7 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Tidemark, LLC | History | No change | 70 | 7 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | No change | 69 | 7 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Wagner Wealth Management, LLC | History | No change | 57 | 6 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIFTH THIRD BANCORP | History | No change | 50 | 5 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| PRIVATE TRUST CO NA | History | No change | 50 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Princeton Global Asset Management LLC | History | No change | 51 | 5 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 42 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Farther Finance Advisors, LLC | History | No change | 39 | 4 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ASSETMARK, INC | History | No change | 35 | 3 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MCF Advisors LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Morse Asset Management, Inc | History | No change | 22 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Integrity Financial Corp /WA | History | No change | 20 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 10 | 1 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SIGNATUREFD, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ALERUS FINANCIAL NA | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PFS Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |