iSHARES TRUST - IEV
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 2,164,218 | 157,663 | 0.01% | 0.01% | 1 | +21,285 | 0.99% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,152,441 | 83,413 | 0.0% | 0.01% | 2 | -68,700 | -5.63% | Q2 2026 | Aug 12, 2026 |
| UBS Group AG | History | Added to | 833,785 | 60,741 | 0.01% | 0.01% | 3 | +5,529 | 0.67% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 503,790 | 36,701 | 0.01% | 0.01% | 4 | +9,071 | 1.83% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 350,164 | 25,509 | 0.0% | 0.0% | 5 | -17,310 | -4.71% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 281,311 | 20,493 | 0.01% | 0.01% | 6 | -2,090 | -0.74% | Q2 2026 | Aug 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 275,673 | 20,082 | 0.0% | 0.0% | 7 | -23,471 | -7.85% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 268,210 | 19,539 | 0.0% | 0.0% | 8 | +9,322 | 3.6% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | Added to | 200,589 | 14,612 | 0.0% | 0.0% | 9 | +3,556 | 1.8% | Q2 2026 | Aug 07, 2026 |
| Willis Johnson & Associates, Inc. | History | Reduced | 193,685 | 14,109 | 0.79% | 0.79% | 10 | -5,180 | -2.6% | Q2 2026 | Aug 13, 2026 |
| Allianz Asset Management GmbH | History | No change | 187,000 | 13,622 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 148,387 | 10,809 | 0.01% | 0.01% | 12 | -89,586 | -37.65% | Q2 2026 | Aug 14, 2026 |
| NEW WAVE WEALTH ADVISORS LLC | History | Added to | 136,508 | 9,944 | 2.71% | 3.12% | 13 | +4,190 | 3.17% | Q2 2026 | Jul 23, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 113,620 | 8,277 | 0.05% | 0.06% | 14 | -1,805 | -1.56% | Q2 2026 | Sep 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 112,004 | 8,159 | 0.04% | 0.04% | 15 | -4,682 | -4.01% | Q2 2026 | Aug 13, 2026 |
| One Wealth Advisors, LLC | History | Reduced | 104,512 | 7,613 | 0.84% | 0.9% | 16 | -1,908 | -1.79% | Q2 2026 | Aug 06, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 97,376 | 7,093 | 0.06% | 0.07% | 17 | -2,754 | -2.75% | Q2 2026 | Aug 06, 2026 |
| Karpus Management, Inc. | History | Reduced | 93,457 | 6,808 | 0.2% | 0.24% | 18 | -19,104 | -16.97% | Q2 2026 | Aug 14, 2026 |
| TRIGLAV INVESTMENTS, D.O.O. | History | Reduced | 83,589 | 6,089 | 0.32% | 0.4% | 19 | -31 | -0.04% | Q2 2026 | Aug 11, 2026 |
| FPC INVESTMENT ADVISORY, INC. | History | Reduced | 82,675 | 6,011 | 2.84% | 2.96% | 20 | -310 | -0.37% | Q2 2026 | Aug 13, 2026 |
| Nvest Financial, LLC | History | Added to | 80,057 | 5,832 | 1.84% | 1.89% | 21 | +5,457 | 7.32% | Q2 2026 | Jul 30, 2026 |
| Cetera Investment Advisers | History | Added to | 75,467 | 5,497 | 0.01% | 0.01% | 22 | +3,860 | 5.39% | Q2 2026 | Aug 12, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 59,392 | 4,326 | 0.9% | 0.93% | 23 | -2,792 | -4.49% | Q2 2026 | Jul 09, 2026 |
| Zurich Insurance Group Ltd/FI | History | New | 59,300 | 4,320 | 0.03% | — | 24 | +59,300 | New | Q2 2026 | Aug 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 57,778 | 4,209 | 0.03% | 0.03% | 25 | +4,977 | 9.43% | Q2 2026 | Aug 12, 2026 |
| Arrow Investment Advisors, LLC | History | Reduced | 55,717 | 4,058 | 3.93% | 4.1% | 26 | -956 | -1.69% | Q2 2026 | Aug 04, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 55,592 | 4,049 | 0.02% | 0.01% | 27 | +2,598 | 4.9% | Q2 2026 | Aug 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 55,176 | 4,019 | 0.02% | 0.02% | 28 | -3,457 | -5.9% | Q2 2026 | Aug 18, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 53,158 | 3,872 | 0.17% | 0.89% | 29 | -204,916 | -79.4% | Q2 2026 | Aug 04, 2026 |
| Synergy Asset Management, LLC | History | Added to | 51,938 | 3,783 | 0.36% | 0.21% | 30 | +22,956 | 79.21% | Q2 2026 | Jul 22, 2026 |
| Providence First Trust Co | History | Added to | 50,894 | 3,707 | 1.04% | 1.18% | 31 | +1,384 | 2.8% | Q2 2026 | Jul 27, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | Reduced | 50,763 | 3,698 | 0.38% | 0.46% | 32 | -8,403 | -14.2% | Q2 2026 | Jul 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 50,470 | 3,676 | 0.0% | 0.0% | 33 | +795 | 1.6% | Q2 2026 | Aug 14, 2026 |
| Keebeck Wealth Management | History | Reduced | 48,722 | 3,549 | 0.35% | 0.37% | 34 | -105 | -0.22% | Q2 2026 | Aug 11, 2026 |
| Dorsey Wright & Associates | History | Reduced | 48,614 | 3,541 | 0.6% | 0.76% | 35 | -41,208 | -45.88% | Q2 2026 | Aug 06, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 44,846 | 3,267 | 0.29% | 0.32% | 36 | -32 | -0.07% | Q2 2026 | Jul 28, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 43,612 | 3,177 | 0.01% | 0.01% | 37 | +5,542 | 14.56% | Q2 2026 | Aug 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 42,972 | 3,130 | 0.02% | 0.02% | 38 | -589 | -1.35% | Q2 2026 | Jul 20, 2026 |
| CIBC Asset Management Inc | History | Reduced | 41,051 | 2,990 | 0.01% | 0.01% | 39 | -17,544 | -29.94% | Q2 2026 | Aug 03, 2026 |
| Obermeyer Wealth Partners | History | Added to | 40,739 | 2,967 | 0.12% | 0.13% | 40 | +402 | 1.0% | Q2 2026 | Jul 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 40,594 | 2,957 | 0.06% | 0.07% | 41 | -93 | -0.23% | Q2 2026 | Jul 29, 2026 |
| KM Capital Management Ltd. | History | New | 39,930 | 2,908 | 1.37% | — | 42 | +39,930 | New | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 39,045 | 2,844 | 0.0% | 0.0% | 43 | +4,129 | 11.83% | Q2 2026 | Aug 13, 2026 |
| Vise Technologies, Inc. | History | Added to | 37,420 | 2,726 | 0.03% | 0.04% | 44 | +10,544 | 39.23% | Q2 2026 | Aug 10, 2026 |
| Corient Private Wealth LP | History | Added to | 37,090 | 2,702 | 0.0% | 0.0% | 45 | +252 | 0.68% | Q2 2026 | Aug 27, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 34,709 | 2,528 | 0.05% | 0.07% | 46 | -5,976 | -14.69% | Q2 2026 | Aug 03, 2026 |
| TriCert Investment Counsel Inc. | History | New | 32,135 | 2,341 | 0.22% | — | 47 | +32,135 | New | Q2 2026 | Aug 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 31,511 | 2,295 | 0.0% | 0.0% | 48 | -164,499 | -83.92% | Q2 2026 | Aug 14, 2026 |
| ShoreHaven Wealth Partners, LLC | History | Reduced | 29,732 | 2,165 | 0.68% | 0.74% | 49 | -705 | -2.32% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 28,272 | 2,059 | 0.0% | 0.0% | 50 | +2,698 | 10.55% | Q2 2026 | Aug 14, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 27,300 | 1,988 | 0.06% | 0.07% | 51 | -874 | -3.1% | Q2 2026 | Aug 05, 2026 |
| Amundi | History | Reduced | 26,091 | 1,900 | 0.0% | 0.0% | 52 | -1,900 | -6.79% | Q2 2026 | Aug 11, 2026 |
| KICKSTAND VENTURES, LLC. | History | Reduced | 25,994 | 1,893 | 0.34% | 0.38% | 53 | -856 | -3.19% | Q2 2026 | Jul 30, 2026 |
| HB Wealth Management, LLC | History | Added to | 25,084 | 1,827 | 0.01% | 0.01% | 54 | +312 | 1.26% | Q2 2026 | Jul 29, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 25,051 | 1,824 | 0.01% | 0.01% | 55 | +1,899 | 8.2% | Q2 2026 | Jul 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 24,062 | 1,752 | 0.0% | 0.0% | 56 | -2,238 | -8.51% | Q2 2026 | Aug 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 23,990 | 1,747 | 0.0% | 0.0% | 57 | +4,737 | 24.6% | Q2 2026 | Sep 02, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 23,601 | 1,719 | 0.0% | 0.0% | 58 | +959 | 4.24% | Q2 2026 | Jul 28, 2026 |
| Cypress Wealth Services, LLC | History | Reduced | 23,567 | 1,716 | 0.21% | 0.24% | 59 | -980 | -3.99% | Q2 2026 | Jul 10, 2026 |
| Ridgeline Wealth, LLC | History | Reduced | 22,746 | 1,657 | 0.97% | 1.12% | 60 | -293 | -1.27% | Q2 2026 | Jul 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 22,132 | 1,612 | 0.0% | 0.0% | 61 | +264 | 1.21% | Q2 2026 | Jul 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 21,372 | 1,556 | 0.0% | 0.0% | 62 | -8,359 | -28.12% | Q2 2026 | Aug 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 21,320 | 1,553 | 0.0% | 0.0% | 63 | +2,001 | 10.36% | Q2 2026 | Aug 12, 2026 |
| FMR LLC | History | Added to | 20,880 | 1,521 | 0.0% | 0.0% | 64 | +808 | 4.03% | Q2 2026 | Aug 13, 2026 |
| Asempa Wealth Advisors | History | Reduced | 20,737 | 1,510 | 1.13% | 1.25% | 65 | -12 | -0.06% | Q2 2026 | Jul 13, 2026 |
| CITIGROUP INC | History | Reduced | 20,488 | 1,492 | 0.0% | 0.0% | 66 | -4,375 | -17.6% | Q2 2026 | Aug 03, 2026 |
| Affinity Capital Advisors, LLC | History | Reduced | 20,158 | 1,489 | 0.18% | 0.19% | 67 | -126 | -0.62% | Q2 2026 | Jul 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 20,245 | 1,474 | 0.02% | 0.03% | 68 | -4,430 | -17.95% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | Added to | 20,241 | 1,474 | 0.0% | 0.0% | 69 | +6 | 0.03% | Q2 2026 | Aug 14, 2026 |
| Stelac Advisory Services LLC | History | No change | 20,139 | 1,467 | 0.27% | 0.28% | 70 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 20,024 | 1,458 | 0.0% | 0.0% | 71 | +1,717 | 9.38% | Q2 2026 | Aug 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 19,996 | 1,456 | 0.02% | 0.03% | 72 | -736 | -3.55% | Q2 2026 | Aug 03, 2026 |
| Wealthspire Advisors, LLC | History | No change | 19,427 | 1,415 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Strategic Blueprint, LLC | History | Reduced | 18,936 | 1,379 | 0.07% | 0.08% | 74 | -389 | -2.01% | Q2 2026 | Jul 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,896 | 1,375 | 0.0% | 0.0% | 75 | -1,725 | -8.37% | Q2 2026 | Jul 15, 2026 |
| swisspartners Advisors Ltd | History | Reduced | 18,740 | 1,364 | 0.92% | 1.08% | 76 | -6,840 | -26.74% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 18,596 | 1,354 | 0.02% | 0.02% | 77 | -739 | -3.82% | Q2 2026 | Jul 22, 2026 |
| Palisades Hudson Asset Management, L.P. | History | Added to | 18,521 | 1,349 | 0.47% | 0.49% | 78 | +196 | 1.07% | Q2 2026 | Aug 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 18,290 | 1,330 | 0.0% | 0.0% | 79 | +93 | 0.51% | Q2 2026 | Aug 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 17,732 | 1,291 | 0.0% | 0.0% | 80 | +880 | 5.22% | Q2 2026 | Aug 12, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 17,069 | 1,243 | 0.0% | 0.0% | 81 | -9,518 | -35.8% | Q2 2026 | Aug 12, 2026 |
| HSBC HOLDINGS PLC | History | No change | 16,307 | 1,187 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,006 | 1,166 | 0.0% | 0.0% | 83 | -3,072 | -16.1% | Q2 2026 | Aug 14, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | New | 15,951 | 1,162 | 0.17% | — | 84 | +15,951 | New | Q2 2026 | Jul 22, 2026 |
| TSA Wealth Managment LLC | History | Reduced | 15,402 | 1,122 | 0.32% | 0.36% | 85 | -822 | -5.07% | Q2 2026 | Aug 03, 2026 |
| GLOBALT Investments LLC / GA | History | No change | 15,345 | 1,117 | 0.04% | 0.04% | 86 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 14,541 | 1,059 | 0.09% | 0.13% | 87 | -686 | -4.51% | Q2 2026 | Jul 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 14,435 | 1,051 | 0.0% | 0.0% | 88 | +545 | 3.92% | Q2 2026 | Aug 13, 2026 |
| First Growth Capital LLC | History | Reduced | 13,819 | 1,006 | 0.76% | 0.87% | 89 | -253 | -1.8% | Q2 2026 | Jul 16, 2026 |
| Bridgewater Advisors Inc. | History | No change | 13,000 | 969 | 0.05% | 0.06% | 90 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MA Private Wealth | History | No change | 13,121 | 955 | 0.14% | 0.15% | 91 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 13,071 | 952 | 0.02% | 0.03% | 92 | +190 | 1.48% | Q2 2026 | Jul 31, 2026 |
| Westhampton Capital, LLC | History | Added to | 12,788 | 931 | 0.39% | 0.39% | 93 | +400 | 3.23% | Q2 2026 | Jul 14, 2026 |
| Finley Financial, LLC | History | No change | 12,735 | 927 | 0.37% | 0.4% | 94 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,787 | 917 | 0.0% | 0.0% | 95 | +2,477 | 24.03% | Q2 2026 | Aug 14, 2026 |
| Shared Vision Wealth Group LLC | History | Reduced | 12,327 | 898 | 0.31% | 0.35% | 96 | -410 | -3.22% | Q2 2026 | Jul 31, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 12,100 | 881 | 0.02% | 0.03% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 12,070 | 879 | 0.01% | 0.0% | 98 | +5,330 | 79.08% | Q2 2026 | Jul 24, 2026 |
| POWER WEALTH MANAGEMENT LLC | History | New | 11,760 | 856 | 0.29% | — | 99 | +11,760 | New | Q2 2026 | Aug 03, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 11,700 | 852 | 0.08% | 0.09% | 100 | -1,729 | -12.88% | Q2 2026 | Jul 16, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | No change | 11,660 | 849 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WealthPlan Investment Management, LLC | History | Reduced | 11,639 | 847 | 0.04% | 0.04% | 102 | -130 | -1.1% | Q2 2026 | Jul 28, 2026 |
| 5T Wealth, LLC | History | Reduced | 11,251 | 819 | 0.3% | 0.31% | 103 | -494 | -4.21% | Q2 2026 | Jul 21, 2026 |
| AE Wealth Management LLC | History | Reduced | 11,094 | 808 | 0.0% | 0.01% | 104 | -4,329 | -28.07% | Q2 2026 | Aug 03, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 11,058 | 805 | 0.03% | 0.03% | 105 | +286 | 2.66% | Q2 2026 | Jul 23, 2026 |
| UNIQUE WEALTH, LLC | History | Reduced | 10,962 | 798 | 0.09% | 0.12% | 106 | -2,341 | -17.6% | Q2 2026 | Jul 21, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 10,884 | 792 | 0.04% | 0.05% | 107 | +190 | 1.78% | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, LLC | History | No change | 10,706 | 779 | 0.0% | 0.01% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Horst & Graben Wealth Management LLC | History | Reduced | 10,679 | 770 | 0.1% | 0.11% | 109 | -275 | -2.51% | Q2 2026 | Jul 22, 2026 |
| Balance Wealth Partners LLC | History | Reduced | 10,481 | 763 | 0.2% | 0.23% | 110 | -548 | -4.97% | Q2 2026 | Jul 21, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 10,419 | 759 | 0.0% | 0.0% | 111 | -1,504 | -12.61% | Q2 2026 | Aug 14, 2026 |
| Canal Capital Management, LLC | History | Added to | 10,282 | 749 | 0.09% | 0.06% | 112 | +3,659 | 55.25% | Q2 2026 | Jul 28, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 10,000 | 728 | 0.58% | 0.5% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Reduced | 9,823 | 715 | 0.0% | 0.0% | 114 | -3,205 | -24.6% | Q2 2026 | Aug 13, 2026 |
| BARINGS LLC | History | Reduced | 9,654 | 703 | 0.01% | 0.51% | 115 | -459,533 | -97.94% | Q2 2026 | Aug 07, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,663 | 703 | 0.01% | 0.01% | 116 | +2,008 | 26.23% | Q2 2026 | Aug 12, 2026 |
| Csenge Advisory Group | History | Reduced | 9,597 | 699 | 0.03% | 0.03% | 117 | -135 | -1.39% | Q2 2026 | Aug 10, 2026 |
| WEALTHGARDEN F.S. LLC | History | Reduced | 9,515 | 693 | 0.39% | 0.46% | 118 | -483 | -4.83% | Q2 2026 | Jul 31, 2026 |
| METLIFE INC | History | No change | 9,498 | 692 | 5.29% | 5.19% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LCNB CORP | History | Added to | 9,450 | 688 | 0.21% | 0.18% | 120 | +1,400 | 17.39% | Q2 2026 | Aug 10, 2026 |
| Ascent Group, LLC | History | Reduced | 9,455 | 688 | 0.02% | 0.02% | 121 | -455 | -4.59% | Q2 2026 | Aug 03, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | No change | 9,400 | 684 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 9,291 | 676 | 0.0% | — | 124 | +9,291 | New | Q2 2026 | Aug 19, 2026 |
| Sound Income Strategies, LLC | History | No change | 9,291 | 676 | 0.03% | 0.03% | 123 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| VestGen Advisors, LLC | History | Reduced | 9,198 | 670 | 0.02% | 0.02% | 125 | -150 | -1.6% | Q2 2026 | Aug 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,097 | 662 | 0.01% | 0.01% | 126 | +51 | 0.56% | Q2 2026 | Jul 17, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 8,992 | 655 | 0.37% | 0.39% | 127 | -175 | -1.91% | Q2 2026 | Jul 24, 2026 |
| Certified Advisory Corp | History | Added to | 8,971 | 653 | 0.05% | 0.05% | 128 | +44 | 0.49% | Q2 2026 | Jul 16, 2026 |
| VestGen Investment Management | History | Added to | 8,957 | 652 | 0.35% | 0.33% | 129 | +192 | 2.19% | Q2 2026 | Jul 31, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 8,842 | 644 | 0.05% | 0.06% | 130 | +8 | 0.09% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | Added to | 8,692 | 633 | 0.0% | 0.0% | 131 | +536 | 6.57% | Q2 2026 | Aug 12, 2026 |
| Quantinno Capital Management LP | History | Reduced | 8,670 | 631 | 0.0% | 0.0% | 132 | -2,086 | -19.39% | Q2 2026 | Aug 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,639 | 629 | 0.0% | 0.0% | 133 | -1,012 | -10.49% | Q2 2026 | Jul 29, 2026 |
| Hibernia Wealth Partners, LLC | History | Reduced | 8,607 | 626 | 0.34% | 0.32% | 134 | -7,337 | -46.02% | Q2 2026 | Jul 23, 2026 |
| Lansing Street Advisors | History | Reduced | 8,592 | 625 | 0.13% | 0.15% | 135 | -26 | -0.3% | Q2 2026 | Jul 24, 2026 |
| Rathbones Group PLC | History | Reduced | 8,570 | 624 | 0.0% | 0.01% | 136 | -9,568 | -52.75% | Q2 2026 | Jul 23, 2026 |
| Signet Private Wealth LLC | History | Reduced | 8,381 | 610 | 0.49% | 0.66% | 137 | -1,820 | -17.84% | Q2 2026 | Aug 06, 2026 |
| MLG Wealth Management DBA Pine Grove Financial Group | History | Reduced | 8,174 | 595 | 0.06% | 0.07% | 138 | -167 | -2.0% | Q2 2026 | Sep 02, 2026 |
| &PARTNERS | History | Added to | 7,755 | 564 | 0.0% | 0.0% | 139 | +564 | 7.84% | Q2 2026 | Aug 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,689 | 560 | 0.0% | 0.0% | 140 | +123 | 1.63% | Q2 2026 | Aug 12, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 7,591 | 553 | 0.14% | 0.14% | 141 | +457 | 6.41% | Q2 2026 | Jul 16, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 7,591 | 553 | 0.01% | 0.02% | 142 | +457 | 6.41% | Q2 2026 | Jul 28, 2026 |
| Brookstone Capital Management | History | Reduced | 7,563 | 550 | 0.01% | 0.01% | 143 | -6,918 | -47.77% | Q2 2026 | Jul 15, 2026 |
| ONE Advisory Partners, LLC | History | Reduced | 7,538 | 549 | 0.15% | 0.16% | 144 | -197 | -2.55% | Q2 2026 | Jul 21, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 7,261 | 529 | 0.0% | 0.0% | 145 | -829 | -10.25% | Q2 2026 | Aug 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,255 | 528 | 0.01% | 0.01% | 146 | -288 | -3.82% | Q2 2026 | Jul 21, 2026 |
| IEQ CAPITAL, LLC | History | No change | 7,193 | 524 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 7,190 | 523 | 0.07% | 0.07% | 148 | +82 | 1.15% | Q2 2026 | Jul 07, 2026 |
| Jacobs Equity LLC | History | No change | 7,010 | 510 | 0.35% | 0.43% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| EFG International AG | History | No change | 6,985 | 508 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CURTIS WEALTH MANAGEMENT LLC | History | Reduced | 6,933 | 505 | 0.43% | 0.45% | 151 | -88 | -1.25% | Q2 2026 | Aug 03, 2026 |
| Legacy Capital Group California, Inc. | History | Added to | 6,908 | 503 | 0.15% | 0.13% | 152 | +2,012 | 41.09% | Q2 2026 | Jul 29, 2026 |
| Avidian Wealth Enterprises, LLC | History | No change | 6,855 | 499 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Reduced | 6,729 | 490 | 0.16% | 0.17% | 154 | -204 | -2.94% | Q2 2026 | Jul 15, 2026 |
| Integris Wealth Management, LLC | History | Reduced | 6,588 | 479 | 0.1% | 0.12% | 155 | -1,120 | -14.53% | Q2 2026 | Jul 10, 2026 |
| Hedges Asset Management LLC | History | New | 6,500 | 473 | 0.31% | — | 156 | +6,500 | New | Q2 2026 | Jul 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 6,358 | 463 | 0.01% | 0.01% | 157 | +996 | 18.58% | Q2 2026 | Jul 15, 2026 |
| SAX WEALTH ADVISORS, LLC | History | New | 6,734 | 457 | 0.02% | — | 158 | +6,734 | New | Q2 2026 | Jul 09, 2026 |
| Core Wealth Advisors, Inc. | History | No change | 6,262 | 456 | 0.09% | 0.1% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 6,192 | 451 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Stokes Family Office, LLC | History | Added to | 6,108 | 444 | 0.05% | 0.04% | 161 | +708 | 13.11% | Q2 2026 | Aug 11, 2026 |
| Summit Trail Advisors, LLC | History | New | 6,092 | 443 | 0.01% | — | 163 | +6,092 | New | Q2 2026 | Aug 11, 2026 |
| Collaborative Capital Advisors LLC | History | New | 6,092 | 443 | 0.28% | — | 164 | +6,092 | New | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,085 | 443 | 0.0% | 0.0% | 162 | +37 | 0.61% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,096 | 439 | 0.01% | 0.01% | 165 | +776 | 14.59% | Q2 2026 | Jul 29, 2026 |
| Harbour Capital Advisors, LLC | History | No change | 6,029 | 438 | 0.08% | 0.08% | 166 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 5,946 | 433 | 0.16% | 0.19% | 167 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Davis Wealth Advisors, LLC | History | Reduced | 5,871 | 427 | 0.33% | 0.4% | 168 | -1,143 | -16.3% | Q2 2026 | Aug 14, 2026 |
| MATHER GROUP, LLC. | History | No change | 5,838 | 425 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Dunhill Financial, LLC | History | Added to | 5,749 | 418 | 0.09% | 0.09% | 170 | +14 | 0.24% | Q2 2026 | Aug 07, 2026 |
| BROWN ADVISORY INC | History | No change | 5,700 | 415 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Gibbs Wealth Management | History | No change | 6,075 | 412 | 0.05% | 0.05% | 172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | No change | 5,600 | 407 | 0.03% | 0.03% | 173 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Added to | 5,540 | 403 | 0.04% | 0.03% | 174 | +919 | 19.89% | Q2 2026 | Aug 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 5,528 | 402 | 0.0% | 0.0% | 175 | +329 | 6.33% | Q2 2026 | Aug 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,440 | 396 | 0.0% | 0.0% | 176 | -37,533 | -87.34% | Q2 2026 | Aug 14, 2026 |
| Cannell & Spears LLC | History | No change | 5,300 | 386 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 5,155 | 375 | 0.01% | — | 178 | +5,155 | New | Q2 2026 | Aug 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,061 | 368 | 0.01% | 0.01% | 179 | -1,664 | -24.74% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | No change | 5,021 | 365 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,000 | 364 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CAPITAL ADVISORS INC/OK | History | No change | 5,000 | 364 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Crestwood Advisors Group, LLC | History | No change | 4,795 | 349 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 4,745 | 345 | 0.0% | 0.0% | 184 | +129 | 2.79% | Q2 2026 | Jul 28, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 4,721 | 343 | 0.01% | 0.01% | 185 | +406 | 9.41% | Q2 2026 | Aug 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 4,606 | 335 | 0.26% | 0.27% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| W ADVISORS, LLC | History | No change | 4,590 | 334 | 0.15% | 0.16% | 187 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | No change | 4,500 | 327 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| L. Roy Papp & Associates, LLP | History | No change | 4,500 | 327 | 0.03% | 0.04% | 189 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 4,348 | 316 | 0.01% | 0.01% | 190 | -355 | -7.55% | Q2 2026 | Jul 22, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 4,341 | 316 | 0.0% | 0.0% | 191 | -10 | -0.23% | Q2 2026 | Aug 05, 2026 |
| Yoffe Investment Management, LLC | History | No change | 4,327 | 315 | 0.36% | 0.38% | 192 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Reduced | 4,315 | 314 | 0.03% | 0.03% | 194 | -4,315 | -50.0% | Q2 2026 | Jul 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,321 | 314 | 0.0% | 0.0% | 193 | +667 | 18.25% | Q2 2026 | Aug 12, 2026 |
| Ausdal Financial Partners, Inc. | History | Added to | 4,230 | 308 | 0.01% | 0.01% | 195 | +1,162 | 37.87% | Q2 2026 | Aug 14, 2026 |
| Empire Life Investments Inc. | History | Reduced | 4,183 | 304 | 0.02% | 0.02% | 196 | -965 | -18.75% | Q2 2026 | Jul 24, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 4,040 | 294 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,004 | 291 | 0.0% | 0.0% | 198 | -579 | -12.63% | Q2 2026 | Aug 13, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | No change | 4,000 | 291 | 0.18% | 0.18% | 199 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Dakota Wealth Management | History | Reduced | 3,965 | 288 | 0.01% | 0.01% | 200 | -2,675 | -40.29% | Q2 2026 | Aug 07, 2026 |
| Alpha Advisors, LLC/VA | History | No change | 3,900 | 284 | 0.21% | 0.21% | 201 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | No change | 3,865 | 281 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 3,723 | 271 | 0.0% | 0.0% | 203 | -1,798 | -32.57% | Q2 2026 | Aug 05, 2026 |
| Spire Wealth Management | History | Reduced | 3,655 | 266 | 0.01% | 0.01% | 204 | -520 | -12.46% | Q2 2026 | Jul 15, 2026 |
| Ironwood Financial, llc | History | Reduced | 3,671 | 265 | 0.04% | 0.04% | 205 | -43 | -1.16% | Q2 2026 | Jul 17, 2026 |
| Advyzon Investment Management, LLC | History | New | 3,632 | 264 | 0.02% | — | 207 | +3,632 | New | Q2 2026 | Aug 14, 2026 |
| Accelerate Investment Advisors LLC | History | No change | 3,628 | 264 | 0.15% | 0.16% | 206 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Composition Wealth, LLC | History | Added to | 3,538 | 257 | 0.0% | 0.0% | 208 | +61 | 1.75% | Q2 2026 | Jul 22, 2026 |
| GREENUP STREET WEALTH MANAGEMENT LLC | History | Reduced | 3,467 | 252 | 0.03% | 0.04% | 209 | -387 | -10.04% | Q2 2026 | Jul 27, 2026 |
| Banco Santander, S.A. | History | Reduced | 3,449 | 251 | 0.0% | 0.0% | 210 | -452 | -11.59% | Q2 2026 | Jul 29, 2026 |
| WATERSHED PRIVATE WEALTH LLC | History | Reduced | 3,306 | 240 | 0.07% | 0.07% | 211 | -44 | -1.31% | Q2 2026 | Jul 17, 2026 |
| Centerline Wealth Advisors, LLC | History | Reduced | 3,257 | 237 | 0.07% | 0.09% | 212 | -316 | -8.84% | Q2 2026 | Jul 17, 2026 |
| SUTTON PLACE INVESTORS LLC | History | No change | 3,165 | 230 | 0.11% | 0.12% | 213 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 3,201 | 230 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Private Advisor Group, LLC | History | Reduced | 3,106 | 226 | 0.0% | 0.01% | 215 | -12,888 | -80.58% | Q2 2026 | Jul 27, 2026 |
| BURKE & HERBERT BANK & TRUST CO | History | No change | 3,050 | 222 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Merit Financial Group, LLC | History | Reduced | 3,037 | 221 | 0.0% | 0.0% | 217 | -1,361 | -30.95% | Q2 2026 | Jul 20, 2026 |
| Vident Advisory, LLC | History | No change | 3,030 | 220 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 3,011 | 219 | 0.0% | 0.0% | 219 | +2,192 | 267.64% | Q2 2026 | Aug 10, 2026 |
| FIRST HORIZON CORP | History | No change | 3,000 | 218 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lido Advisors, LLC | History | New | 2,930 | 213 | 0.0% | — | 221 | +2,930 | New | Q2 2026 | Aug 07, 2026 |
| Foguth Wealth Management, LLC. | History | No change | 2,906 | 209 | 0.02% | 0.02% | 222 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Atria Investments, Inc | History | New | 2,813 | 204 | 0.0% | — | 223 | +2,813 | New | Q2 2026 | Jul 28, 2026 |
| OPPENHEIMER & CO INC | History | New | 2,782 | 202 | 0.0% | — | 224 | +2,782 | New | Q2 2026 | Aug 03, 2026 |
| Meridian Financial Advisors, LLC | History | New | 2,769 | 201 | 0.1% | — | 225 | +2,769 | New | Q2 2026 | Jul 22, 2026 |
| POM Investment Strategies, LLC | History | Reduced | 2,736 | 199 | 0.23% | 0.29% | 226 | -740 | -21.29% | Q2 2026 | Jul 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 2,588 | 188 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LOM Asset Management Ltd | History | No change | 2,285 | 166 | 0.04% | 0.04% | 228 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 2,150 | 156 | 0.0% | 0.0% | 229 | +260 | 13.76% | Q2 2026 | Jul 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 2,100 | 153 | 0.04% | 0.04% | 230 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Osbon Capital Management LLC | History | Reduced | 2,054 | 149 | 0.12% | 0.11% | 231 | -1 | -0.05% | Q2 2026 | Aug 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 2,057 | 148 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| USA FINANCIAL FORMULAS | History | New | 1,988 | 144 | 0.03% | — | 233 | +1,988 | New | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | No change | 1,969 | 143 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Strategic Investment Advisors / MI | History | Added to | 1,959 | 142 | 0.01% | 0.01% | 235 | +34 | 1.77% | Q2 2026 | Aug 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1,800 | 131 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 1,676 | 122 | 0.02% | 0.02% | 237 | +29 | 1.76% | Q2 2026 | Jul 16, 2026 |
| New Republic Capital, LLC | History | No change | 1,666 | 121 | 0.03% | 0.04% | 238 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,595 | 116 | 0.0% | 0.0% | 239 | -40 | -2.45% | Q2 2026 | Jul 20, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 1,706 | 115 | 0.02% | 0.02% | 240 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Smithfield Trust Co | History | No change | 1,533 | 112 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,525 | 111 | 0.0% | 0.01% | 242 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,534 | 111 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 1,515 | 110 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,500 | 109 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Colonial Trust Advisors | History | Reduced | 1,401 | 102 | 0.01% | 0.01% | 246 | -365 | -20.67% | Q2 2026 | Aug 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 1,200 | 87 | 0.01% | 0.01% | 247 | -300 | -20.0% | Q2 2026 | Jul 23, 2026 |
| IAG Wealth Partners, LLC | History | Added to | 1,180 | 85 | 0.01% | 0.01% | 248 | +20 | 1.72% | Q2 2026 | Aug 06, 2026 |
| Templeton & Phillips Capital Management, LLC | History | No change | 1,124 | 81 | 0.06% | 0.06% | 249 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 1,089 | 79 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,000 | 73 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 952 | 69 | 0.0% | 0.0% | 252 | +422 | 79.62% | Q2 2026 | Aug 13, 2026 |
| TRUST CO OF VERMONT | History | New | 921 | 67 | 0.0% | — | 253 | +921 | New | Q2 2026 | Aug 07, 2026 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | History | No change | 819 | 59 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Grove Bank & Trust | History | No change | 800 | 58 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 747 | 54 | 0.05% | 0.04% | 256 | +120 | 19.14% | Q2 2026 | Jul 29, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 680 | 49 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| US BANCORP \DE\ | History | No change | 585 | 42 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | Added to | 571 | 41 | 0.0% | 0.0% | 259 | +7 | 1.24% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | New | 556 | 40 | 0.0% | — | 260 | +556 | New | Q2 2026 | Aug 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 490 | 35 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | Reduced | 400 | 29 | 0.01% | 0.01% | 262 | -200 | -33.33% | Q2 2026 | Jul 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 349 | 25 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 319 | 23 | 0.0% | 0.0% | 264 | +17 | 5.63% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | New | 308 | 22 | 0.0% | — | 265 | +308 | New | Q2 2026 | Aug 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 300 | 21 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| CDKV HOLDINGS LLC | History | No change | 288 | 20 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Sunbelt Securities, Inc. | History | No change | 283 | 19 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 270 | 19 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CWM, LLC | History | No change | 227 | 15 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Aberdeen Wealth Management LLC | History | Reduced | 200 | 14 | 0.01% | 0.01% | 271 | -200 | -50.0% | Q2 2026 | Aug 13, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 184 | 13 | 0.0% | 0.01% | 272 | -429 | -69.98% | Q2 2026 | Jul 21, 2026 |
| BESSEMER GROUP INC | History | No change | 170 | 12 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Your Advocates Ltd., LLP | History | No change | 163 | 11 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 123 | 9 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Alpine Bank Wealth Management | History | New | 121 | 8 | 0.0% | — | 276 | +121 | New | Q2 2026 | Aug 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 100 | 7 | 0.0% | — | 277 | +100 | New | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 95 | 6 | 0.0% | 0.0% | 278 | -995 | -91.28% | Q2 2026 | Aug 12, 2026 |
| Center for Financial Planning, Inc. | History | No change | 79 | 5 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 59 | 4 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 62 | 4 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | New | 31 | 2 | 0.0% | — | 286 | +31 | New | Q2 2026 | Aug 10, 2026 |
| VANGUARD ADVISERS INC | History | No change | 40 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| EPG Wealth Management LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Portfolio Resources Advisor Group, Inc. | History | No change | 40 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -447,869 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -6,931 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Flagship Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,181 | -100.0% | Q2 2026 | Aug 04, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,785 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,015 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,892 | -100.0% | Q2 2026 | Aug 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,820 | -100.0% | Q2 2026 | Aug 14, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Closed out | 0 | 0 | — | 0.02% | — | -3,550 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Strong Retirement Solutions LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -3,445 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Regal Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,415 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,267 | -100.0% | Q2 2026 | Jul 31, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,193 | -100.0% | Q2 2026 | Aug 12, 2026 |
| CFS Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,177 | -100.0% | Q2 2026 | Jul 16, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,158 | -100.0% | Q2 2026 | Jul 31, 2026 |