iSHARES TRUST - IFRA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
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.
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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 7,437,638 468,868 0.03% 0.03% 1 0 0.0% Q2 2026 Aug 14, 2026
JPMORGAN CHASE & CO History No change 4,312,232 273,481 0.02% 0.02% 2 0 0.0% Q2 2026 Aug 12, 2026
Treasurer of the State of North Carolina History No change 2,520,711 158,906 0.41% 0.41% 3 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 2,388,778 150,588 0.01% 0.01% 4 0 0.0% Q2 2026 Aug 13, 2026
Wharton Business Group, LLC History No change 1,592,700 100,404 3.36% 3.36% 5 0 0.0% Q2 2026 Aug 10, 2026
LPL Financial LLC History No change 1,299,456 81,917 0.02% 0.02% 6 0 0.0% Q2 2026 Aug 07, 2026
Mariner, LLC History No change 1,151,243 72,575 0.08% 0.08% 7 0 0.0% Q2 2026 Aug 13, 2026
Cetera Investment Advisers History No change 1,079,225 68,034 0.06% 0.06% 8 0 0.0% Q2 2026 Aug 12, 2026
RAYMOND JAMES FINANCIAL INC History No change 883,253 55,680 0.02% 0.02% 9 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 813,282 51,269 0.02% 0.02% 10 0 0.0% Q2 2026 Aug 14, 2026
Wellspring Financial Advisors, LLC History No change 676,791 42,664 2.81% 2.81% 11 0 0.0% Q2 2026 Jul 20, 2026
JONES FINANCIAL COMPANIES LLLP History No change 666,490 42,315 0.02% 0.02% 12 0 0.0% Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History No change 560,142 35,311 0.02% 0.02% 13 0 0.0% Q2 2026 Aug 12, 2026
OSAIC HOLDINGS, INC. History No change 559,563 35,282 0.04% 0.04% 14 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 512,090 32,282 0.01% 0.01% 15 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 438,490 27,642 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History No change 416,743 26,221 0.01% 0.01% 17 0 0.0% Q2 2026 Aug 14, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 400,703 25,260 0.01% 0.01% 18 0 0.0% Q2 2026 Aug 07, 2026
UBS Group AG History No change 391,455 24,677 0.0% 0.0% 19 0 0.0% Q2 2026 Aug 13, 2026
Compound Planning, Inc. History No change 377,211 23,779 0.62% 0.62% 20 0 0.0% Q2 2026 Aug 04, 2026
CAPTRUST FINANCIAL ADVISORS History No change 369,010 23,262 0.04% 0.04% 21 0 0.0% Q2 2026 Aug 13, 2026
Curi Capital, LLC History No change 354,087 22,321 0.34% 0.34% 22 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 329,900 20,796 0.0% 0.0% 23 0 0.0% Q2 2026 Sep 23, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 310,377 19,566 0.34% 0.34% 24 0 0.0% Q2 2026 Jul 23, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 302,932 19,096 0.02% 0.02% 25 0 0.0% Q2 2026 Jul 29, 2026
SUMITOMO LIFE INSURANCE CO History No change 294,600 18,571 0.3% 0.3% 26 0 0.0% Q2 2026 Aug 11, 2026
MML INVESTORS SERVICES, LLC History No change 253,930 16,007 0.03% 0.03% 27 0 0.0% Q2 2026 Aug 07, 2026
TrustBank History No change 216,341 13,638 4.63% 4.63% 28 0 0.0% Q2 2026 Jul 20, 2026
Wealthcare Advisory Partners LLC History No change 205,700 12,967 0.25% 0.25% 29 0 0.0% Q2 2026 Jul 09, 2026
VAN ECK ASSOCIATES CORP History No change 191,398 12,065 0.01% 0.01% 30 0 0.0% Q2 2026 Aug 14, 2026
Brio Consultants, LLC History No change 188,776 11,900 1.39% 1.39% 31 0 0.0% Q2 2026 Aug 12, 2026
HighTower Advisors, LLC History No change 183,000 11,536 0.01% 0.01% 32 0 0.0% Q2 2026 Aug 05, 2026
Laurel Wealth Planning LLC History No change 181,129 11,418 5.05% 5.05% 33 0 0.0% Q2 2026 Jul 30, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 174,504 11,001 0.02% 0.02% 34 0 0.0% Q2 2026 Aug 14, 2026
Horizon Wealth Management, LLC History No change 167,863 10,582 1.35% 1.35% 35 0 0.0% Q2 2026 Aug 06, 2026
STIFEL FINANCIAL CORP History No change 162,409 10,239 0.01% 0.01% 36 0 0.0% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History No change 158,200 9,973 0.0% 0.0% 37 0 0.0% Q2 2026 Aug 14, 2026
NATIXIS ADVISORS, LLC History No change 149,065 9,397 0.01% 0.01% 38 0 0.0% Q2 2026 Aug 14, 2026
NorthCoast Asset Management LLC History No change 138,609 8,737 0.19% 0.19% 39 0 0.0% Q2 2026 Aug 12, 2026
Arax Advisory Partners History No change 135,949 8,570 0.06% 0.06% 40 0 0.0% Q2 2026 Aug 10, 2026
Haven Private, LLC History No change 135,365 8,533 3.24% 3.24% 41 0 0.0% Q2 2026 Jul 28, 2026
Cambridge Investment Research Advisors, Inc. History No change 126,260 7,959 0.02% 0.02% 42 0 0.0% Q2 2026 Jul 27, 2026
Viaable, LLC History No change 120,532 7,459 6.19% 6.19% 43 0 0.0% Q2 2026 Aug 14, 2026
Bouvel Investment Partners, LLC History No change 105,486 6,649 1.5% 1.5% 44 0 0.0% Q2 2026 Jul 17, 2026
GOLDMAN SACHS GROUP INC History No change 99,054 6,244 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Atomic Invest LLC History No change 96,095 6,095 0.54% 0.54% 46 0 0.0% Q2 2026 Sep 25, 2026
Consilium Wealth Advisory, LLC History No change 93,051 5,865 1.74% 1.74% 47 0 0.0% Q2 2026 Aug 10, 2026
PRINCIPAL SECURITIES, INC. History No change 84,499 5,326 0.06% 0.06% 48 0 0.0% Q2 2026 Aug 04, 2026
Eagle Strategies LLC History No change 79,437 5,007 0.5% 0.5% 49 0 0.0% Q2 2026 Jul 21, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History No change 76,720 4,836 0.0% 0.0% 50 0 0.0% Q2 2026 Sep 09, 2026
FIFTH THIRD SECURITIES, INC. History No change 74,872 4,719 0.27% 0.27% 51 0 0.0% Q2 2026 Jul 15, 2026
HOGE FINANCIAL SERVICES, LLC History No change 65,856 4,151 1.99% 1.99% 52 0 0.0% Q2 2026 Jul 29, 2026
Kestra Advisory Services, LLC History No change 63,797 4,021 0.01% 0.01% 53 0 0.0% Q2 2026 Jul 28, 2026
FORTE ASSET MANAGEMENT LLC History No change 62,500 3,939 1.61% 1.61% 54 0 0.0% Q2 2026 Jul 21, 2026
LANE BROTHERS & CO INC History No change 61,640 3,885 2.54% 2.54% 55 0 0.0% Q2 2026 Aug 05, 2026
Integrated Wealth Concepts LLC History No change 60,581 3,819 0.02% 0.02% 56 0 0.0% Q2 2026 Sep 08, 2026
Silver Coast Investments LLC History No change 59,886 3,775 1.12% 1.12% 57 0 0.0% Q2 2026 Jul 24, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 57,762 3,641 0.0% 0.0% 58 0 0.0% Q2 2026 Aug 19, 2026
Western Wealth Management, LLC History No change 54,266 3,420 0.11% 0.11% 59 0 0.0% Q2 2026 Aug 14, 2026
PATTON ALBERTSON MILLER GROUP, LLC History No change 51,359 3,237 0.32% 0.32% 60 0 0.0% Q2 2026 Jul 22, 2026
Dorsey & Whitney Trust CO LLC History No change 51,155 3,224 0.16% 0.16% 61 0 0.0% Q2 2026 Aug 14, 2026
Forthright Family Wealth Advisory LLC History No change 48,245 3,041 1.72% 1.72% 62 0 0.0% Q2 2026 Jul 16, 2026
J.W. COLE ADVISORS, INC. History No change 45,071 2,841 0.05% 0.05% 63 0 0.0% Q2 2026 Jul 21, 2026
Farther Finance Advisors, LLC History No change 45,023 2,838 0.02% 0.02% 64 0 0.0% Q2 2026 Jul 17, 2026
IHT Wealth Management, LLC History No change 43,895 2,767 0.06% 0.06% 65 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 43,084 2,716 0.01% 0.01% 66 0 0.0% Q2 2026 Aug 05, 2026
CLIENT 1ST ADVISORY GROUP, LLC History No change 42,545 2,682 0.7% 0.7% 67 0 0.0% Q2 2026 Jul 13, 2026
BLAIR WILLIAM & CO/IL History No change 41,104 2,591 0.01% 0.01% 68 0 0.0% Q2 2026 Aug 11, 2026
PURSUE WEALTH PARTNERS LLC History No change 41,115 2,591 1.45% 1.45% 69 0 0.0% Q2 2026 Aug 07, 2026
American Trust History No change 40,575 2,557 0.2% 0.2% 70 0 0.0% Q2 2026 Aug 14, 2026
MONEY CONCEPTS CAPITAL CORP History No change 39,608 2,496 0.12% 0.12% 71 0 0.0% Q2 2026 Aug 04, 2026
FMR LLC History No change 39,565 2,494 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 13, 2026
BG Investment Services, LLC History No change 39,289 2,476 1.78% 1.78% 73 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 38,828 2,447 0.03% 0.03% 74 0 0.0% Q2 2026 Aug 07, 2026
STRATEGY ASSET MANAGERS LLC History No change 38,118 2,402 0.36% 0.36% 75 0 0.0% Q2 2026 Aug 14, 2026
J. Team Financial, Inc. History No change 37,308 2,351 2.28% 2.28% 76 0 0.0% Q2 2026 Jul 27, 2026
Rockefeller Capital Management L.P. History No change 36,249 2,285 0.0% 0.0% 77 0 0.0% Q2 2026 Aug 13, 2026
Urban Wealth Management, LLC History No change 36,232 2,284 1.99% 1.99% 78 0 0.0% Q2 2026 Jul 23, 2026
Aventus Investment Advisors, Inc. History No change 36,050 2,272 1.66% 1.66% 79 0 0.0% Q2 2026 Jul 24, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 34,686 2,186 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
SILVERLAKE WEALTH MANAGEMENT LLC History No change 34,557 2,178 0.41% 0.41% 81 0 0.0% Q2 2026 Aug 06, 2026
Cerity Partners LLC History No change 33,631 2,120 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 14, 2026
ARRIEN INVESTMENTS, INC. History No change 32,477 2,047 1.03% 1.03% 83 0 0.0% Q2 2026 Jul 30, 2026
Equitable Holdings, Inc. History No change 32,263 2,033 0.01% 0.01% 84 0 0.0% Q2 2026 Aug 17, 2026
Financial Partners Group, Inc History No change 31,874 2,009 0.2% 0.2% 85 0 0.0% Q2 2026 Jul 23, 2026
SIMON QUICK ADVISORS, LLC History No change 31,250 1,970 0.08% 0.08% 86 0 0.0% Q2 2026 Jul 28, 2026
IFP Advisors, Inc History No change 30,752 1,938 0.03% 0.03% 87 0 0.0% Q2 2026 Jul 20, 2026
WARNER FINANCIAL, INC History No change 30,403 1,916 0.56% 0.56% 88 0 0.0% Q2 2026 Jul 09, 2026
HERBST GROUP, LLC History No change 30,190 1,903 1.04% 1.04% 89 0 0.0% Q2 2026 Jul 09, 2026
NewEdge Advisors, LLC History No change 28,866 1,819 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 12, 2026
Sanctuary Advisors, LLC History No change 28,017 1,766 0.01% 0.01% 91 0 0.0% Q2 2026 Aug 13, 2026
Stratos Wealth Partners, LTD. History No change 26,681 1,681 0.02% 0.02% 92 0 0.0% Q2 2026 Aug 11, 2026
Arkadios Wealth Advisors History No change 26,587 1,676 0.03% 0.03% 93 0 0.0% Q2 2026 Aug 10, 2026
Wealthcare Capital Partners, LLC History No change 26,128 1,647 0.68% 0.68% 94 0 0.0% Q2 2026 Jul 09, 2026
Diversify Advisory Services, LLC History No change 26,605 1,646 0.03% 0.03% 95 0 0.0% Q2 2026 Aug 07, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History No change 26,605 1,646 0.03% 0.03% 96 0 0.0% Q2 2026 Jul 29, 2026
Visionary Wealth Advisors History No change 23,638 1,490 0.06% 0.06% 97 0 0.0% Q2 2026 Aug 13, 2026
Corient Private Wealth LP History No change 23,476 1,479 0.0% 0.0% 98 0 0.0% Q2 2026 Aug 27, 2026
CreativeOne Wealth, LLC History No change 22,829 1,439 0.03% 0.03% 99 0 0.0% Q2 2026 Aug 13, 2026
Concurrent Investment Advisors, LLC History No change 22,817 1,438 0.01% 0.01% 100 0 0.0% Q2 2026 Jul 27, 2026
Private Advisor Group, LLC History No change 22,697 1,430 0.01% 0.01% 101 0 0.0% Q2 2026 Jul 27, 2026
Chicago Partners Investment Group LLC History No change 22,312 1,400 0.03% 0.03% 102 0 0.0% Q2 2026 Jul 29, 2026
EVOLUTION WEALTH MANAGEMENT INC. History No change 22,194 1,399 0.82% 0.82% 103 0 0.0% Q2 2026 Jul 21, 2026
S&A Financial Services, Inc. History No change 22,137 1,395 0.85% 0.85% 104 0 0.0% Q2 2026 Jul 27, 2026
LIBERTY WEALTH MANAGEMENT LLC History No change 24,380 1,386 0.17% 0.17% 105 0 0.0% Q2 2026 Aug 05, 2026
Alpha Financial Partners LLC History No change 21,639 1,364 0.72% 0.72% 106 0 0.0% Q2 2026 Aug 11, 2026
Cascade Financial Partners, LLC History No change 21,359 1,346 0.12% 0.12% 107 0 0.0% Q2 2026 Aug 04, 2026
FIFTH THIRD BANCORP History No change 21,338 1,345 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 05, 2026
SCOTIA CAPITAL INC. History No change 21,148 1,333 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 11, 2026
Evolution Wealth Advisors, LLC History No change 20,690 1,304 0.15% 0.15% 110 0 0.0% Q2 2026 Jul 29, 2026
OneDigital Investment Advisors LLC History No change 20,339 1,282 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 06, 2026
FIRST FOUNDATION ADVISORS History No change 20,135 1,269 0.05% 0.05% 112 0 0.0% Q2 2026 Aug 14, 2026
Sovran Advisors, LLC History No change 20,155 1,208 0.09% 0.09% 113 0 0.0% Q2 2026 Jul 29, 2026
PKS Advisory Services, LLC History No change 19,115 1,205 0.19% 0.19% 114 0 0.0% Q2 2026 Aug 04, 2026
Focus Partners Wealth History No change 19,104 1,204 0.0% 0.0% 115 0 0.0% Q2 2026 Aug 12, 2026
Kovack Advisors, Inc. History No change 18,921 1,191 0.06% 0.06% 116 0 0.0% Q2 2026 Jul 28, 2026
Merit Financial Group, LLC History No change 18,186 1,146 0.01% 0.01% 117 0 0.0% Q2 2026 Jul 20, 2026
Sound Financial Strategies Group, LLC History No change 18,140 1,143 0.73% 0.73% 118 0 0.0% Q2 2026 Aug 10, 2026
Elm3 Financial Group, LLC History No change 18,111 1,141 0.78% 0.78% 119 0 0.0% Q2 2026 Jul 29, 2026
CITADEL ADVISORS LLC History No change 17,486 1,102 0.0% 0.0% 120 0 0.0% Q2 2026 Sep 02, 2026
Waterfront Wealth Inc. History No change 17,681 1,091 0.17% 0.17% 121 0 0.0% Q2 2026 Jul 30, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 17,545 1,083 0.0% 0.0% 122 0 0.0% Q2 2026 Jul 15, 2026
PARK AVENUE SECURITIES LLC History No change 16,935 1,068 0.01% 0.01% 123 0 0.0% Q2 2026 Jul 20, 2026
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC History No change 16,741 1,055 0.02% 0.02% 124 0 0.0% Q2 2026 Jul 14, 2026
Hibernia Wealth Partners, LLC History No change 16,713 1,053 0.57% 0.57% 125 0 0.0% Q2 2026 Jul 23, 2026
Comprehensive Money Management Services LLC History No change 16,705 1,053 0.66% 0.66% 126 0 0.0% Q2 2026 Aug 14, 2026
Dynamic Advisor Solutions LLC History No change 16,699 1,052 0.03% 0.03% 127 0 0.0% Q2 2026 Jul 07, 2026
SAGESPRING WEALTH PARTNERS, LLC History No change 16,591 1,045 0.02% 0.02% 128 0 0.0% Q2 2026 Aug 03, 2026
Insight Wealth Partners, LLC History No change 16,453 1,037 0.14% 0.14% 129 0 0.0% Q2 2026 Aug 06, 2026
INVESTMENT MANAGEMENT CORP /VA/ /ADV History No change 16,276 1,026 0.86% 0.86% 130 0 0.0% Q2 2026 Jul 22, 2026
Copia Wealth Management History No change 16,181 1,020 0.61% 0.61% 131 0 0.0% Q2 2026 Aug 17, 2026
Qube Research & Technologies Ltd History No change 16,133 1,017 0.0% 0.0% 132 0 0.0% Q2 2026 Aug 14, 2026
Apeiron RIA LLC History No change 16,042 1,011 0.26% 0.26% 133 0 0.0% Q2 2026 Jul 16, 2026
NATIONAL BANK OF CANADA /FI/ History No change 15,980 1,007 0.0% 0.0% 134 0 0.0% Q2 2026 Aug 10, 2026
TRUIST FINANCIAL CORP History No change 15,643 986 0.0% 0.0% 135 0 0.0% Q2 2026 Jul 28, 2026
Indivisible Partners History No change 15,217 959 0.05% 0.05% 136 0 0.0% Q2 2026 Aug 04, 2026
Kingsview Wealth Management, LLC History No change 15,187 957 0.01% 0.01% 137 0 0.0% Q2 2026 Aug 18, 2026
Werba Rubin Papier Wealth Management History No change 15,072 950 0.12% 0.12% 138 0 0.0% Q2 2026 Jul 27, 2026
AQR CAPITAL MANAGEMENT LLC History No change 15,041 948 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
NWF Advisory Services Inc. History No change 14,760 930 0.09% 0.09% 140 0 0.0% Q2 2026 Jul 29, 2026
SWMG, LLC History No change 14,945 926 0.22% 0.22% 141 0 0.0% Q2 2026 Jul 15, 2026
SAXON INTERESTS, INC. History No change 14,235 897 0.25% 0.25% 142 0 0.0% Q2 2026 Aug 12, 2026
Avidian Wealth Enterprises, LLC History No change 14,209 895 0.02% 0.02% 143 0 0.0% Q2 2026 Jul 24, 2026
Maia Wealth LLC History No change 14,178 893 0.13% 0.13% 144 0 0.0% Q2 2026 Jul 28, 2026
KICKSTAND VENTURES, LLC. History No change 13,826 871 0.16% 0.16% 145 0 0.0% Q2 2026 Jul 30, 2026
Financial Perspectives, Inc History No change 13,635 859 0.21% 0.21% 146 0 0.0% Q2 2026 Jul 24, 2026
Lewis Asset Management, LLC History No change 13,047 822 0.29% 0.29% 147 0 0.0% Q2 2026 Jul 21, 2026
Balboa Wealth Partners History No change 12,766 804 0.11% 0.11% 148 0 0.0% Q2 2026 Aug 10, 2026
KPP Advisory Services LLC History No change 12,559 791 0.1% 0.1% 149 0 0.0% Q2 2026 Jul 24, 2026
HARBOUR INVESTMENTS, INC. History No change 12,508 788 0.01% 0.01% 150 0 0.0% Q2 2026 Aug 12, 2026
Immaculate Wealth Management LLC History No change 12,455 785 5.32% 5.32% 151 0 0.0% Q2 2026 Aug 07, 2026
Creekside Partners History No change 12,151 766 0.28% 0.28% 152 0 0.0% Q2 2026 Jul 30, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC History No change 12,157 766 0.11% 0.11% 153 0 0.0% Q2 2026 Jul 21, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 12,100 762 0.0% 0.0% 154 0 0.0% Q2 2026 Aug 14, 2026
Riverbend Wealth Management, LLC History No change 12,053 759 0.38% 0.38% 155 0 0.0% Q2 2026 Jul 22, 2026
Pines Wealth Management, LLC History No change 11,670 735 0.21% 0.21% 156 0 0.0% Q2 2026 Jul 22, 2026
Apollon Wealth Management, LLC History No change 11,625 732 0.01% 0.01% 157 0 0.0% Q2 2026 Jul 22, 2026
Waverly Advisors, LLC History No change 11,591 730 0.0% 0.0% 158 0 0.0% Q2 2026 Aug 14, 2026
Moss Adams Wealth Advisors LLC History No change 11,586 730 0.05% 0.05% 159 0 0.0% Q2 2026 Jul 27, 2026
Sage Capital Management, LLC History No change 11,027 695 0.27% 0.27% 160 0 0.0% Q2 2026 Jul 20, 2026
AE Wealth Management LLC History No change 10,910 687 0.0% 0.0% 161 0 0.0% Q2 2026 Aug 03, 2026
Strategic Blueprint, LLC History No change 10,750 677 0.03% 0.03% 162 0 0.0% Q2 2026 Jul 23, 2026
Clifford Group, LLC History No change 10,670 672 0.46% 0.46% 163 0 0.0% Q2 2026 Aug 14, 2026
Factor Wealth Management LTD History No change 10,614 669 0.1% 0.1% 164 0 0.0% Q2 2026 Jul 07, 2026
XTX Topco Ltd History No change 10,608 668 0.01% 0.01% 165 0 0.0% Q2 2026 Aug 14, 2026
First Heartland Consultants, Inc. History No change 10,594 667 0.04% 0.04% 166 0 0.0% Q2 2026 Jul 08, 2026
CENTRAL TRUST Co History No change 10,560 665 0.01% 0.01% 167 0 0.0% Q2 2026 Jul 31, 2026
Allen Capital Group, LLC History No change 10,560 665 0.05% 0.05% 168 0 0.0% Q2 2026 Jul 27, 2026
180 WEALTH ADVISORS, LLC History No change 10,473 660 0.07% 0.07% 169 0 0.0% Q2 2026 Jul 07, 2026
Gotham Asset Management, LLC History No change 10,415 656 0.0% 0.0% 170 0 0.0% Q2 2026 Aug 14, 2026
Keebeck Wealth Management History No change 10,264 647 0.06% 0.06% 171 0 0.0% Q2 2026 Aug 11, 2026
Steward Partners Investment Advisory, LLC History No change 10,220 644 0.0% 0.0% 172 0 0.0% Q2 2026 Aug 13, 2026
BANK OF MONTREAL /CAN/ History No change 10,213 643 0.0% 0.0% 173 0 0.0% Q2 2026 Aug 12, 2026
TPG Advisors LLC History No change 10,214 643 0.35% 0.35% 174 0 0.0% Q2 2026 Jul 29, 2026
VestGen Advisors, LLC History No change 10,201 643 0.02% 0.02% 175 0 0.0% Q2 2026 Aug 11, 2026
NewEdge Wealth, LLC History No change 10,162 640 0.01% 0.01% 176 0 0.0% Q2 2026 Aug 10, 2026
TCI Wealth Advisors, Inc. History No change 10,146 639 0.03% 0.03% 177 0 0.0% Q2 2026 Jul 29, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 10,042 633 0.01% 0.01% 178 0 0.0% Q2 2026 Jul 15, 2026
HRT FINANCIAL LP History No change 9,943 626 0.0% 0.0% 179 0 0.0% Q2 2026 Aug 14, 2026
Blue Trust, Inc. History No change 9,758 615 0.01% 0.01% 180 0 0.0% Q2 2026 Jul 21, 2026
Pinnacle Financial Partners, Inc. History No change 9,706 611 0.0% 0.0% 181 0 0.0% Q2 2026 Aug 14, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 9,580 603 0.02% 0.02% 182 0 0.0% Q2 2026 Jul 27, 2026
OVERSEA-CHINESE BANKING Corp Ltd History No change 9,453 595 0.01% 0.01% 183 0 0.0% Q2 2026 Aug 11, 2026
Strategic Financial Partners, Ltd. History No change 9,385 591 0.22% 0.22% 184 0 0.0% Q2 2026 Aug 03, 2026
Hilltop Holdings Inc. History No change 9,103 573 0.04% 0.04% 185 0 0.0% Q2 2026 Aug 13, 2026
Ashton Thomas Private Wealth, LLC History No change 9,104 573 0.01% 0.01% 186 0 0.0% Q2 2026 Jul 29, 2026
Y-Intercept (Hong Kong) Ltd History No change 9,058 571 0.01% 0.01% 187 0 0.0% Q2 2026 Jul 13, 2026
US BANCORP \DE\ History No change 8,999 567 0.0% 0.0% 188 0 0.0% Q2 2026 Aug 12, 2026
FLOW TRADERS U.S. LLC History No change 8,943 564 0.02% 0.02% 189 0 0.0% Q2 2026 Aug 14, 2026
MGO ONE SEVEN LLC History No change 8,961 564 0.01% 0.01% 190 0 0.0% Q2 2026 Jul 31, 2026
SteelPeak Wealth, LLC History No change 8,845 557 0.01% 0.01% 191 0 0.0% Q2 2026 Jul 13, 2026
Summit Financial, LLC History No change 8,785 553 0.01% 0.01% 192 0 0.0% Q2 2026 Aug 12, 2026
EJMK Ventures LLC History No change 8,582 541 0.25% 0.25% 193 0 0.0% Q2 2026 Aug 06, 2026
ROMAN BUTLER FULLERTON & CO History No change 8,688 536 0.13% 0.13% 194 0 0.0% Q2 2026 Aug 06, 2026
HB Wealth Management, LLC History No change 8,516 536 0.0% 0.0% 195 0 0.0% Q2 2026 Jul 29, 2026
CHOREO, LLC History No change 8,155 514 0.01% 0.01% 196 0 0.0% Q2 2026 Aug 04, 2026
HARBOR INVESTMENT ADVISORY, LLC History No change 8,108 511 0.04% 0.04% 197 0 0.0% Q2 2026 Jul 07, 2026
MARINO, STRAM & ASSOCIATES LLC History No change 8,035 506 0.08% 0.08% 198 0 0.0% Q2 2026 Jul 24, 2026
Keystone Wealth Services, LLC History No change 7,958 501 0.09% 0.09% 199 0 0.0% Q2 2026 Aug 05, 2026
Icon Wealth Advisors, LLC History No change 7,901 498 0.03% 0.03% 200 0 0.0% Q2 2026 Aug 05, 2026
KINTRA WEALTH, LLC History No change 7,979 489 0.03% 0.03% 201 0 0.0% Q2 2026 Aug 14, 2026
LIBERTY SQUARE WEALTH PARTNERS LLC History No change 7,694 485 0.12% 0.12% 202 0 0.0% Q2 2026 Aug 10, 2026
Sage Mountain Advisors LLC History No change 7,682 484 0.03% 0.03% 203 0 0.0% Q2 2026 Aug 05, 2026
Sigma Planning Corp History No change 7,634 481 0.01% 0.01% 204 0 0.0% Q2 2026 Aug 07, 2026
&PARTNERS History No change 7,475 472 0.0% 0.0% 205 0 0.0% Q2 2026 Aug 14, 2026
Quadrant Private Wealth Management, LLC History No change 7,441 469 0.1% 0.1% 206 0 0.0% Q2 2026 Jul 30, 2026
Columbus Macro, LLC History No change 7,396 466 0.05% 0.05% 207 0 0.0% Q2 2026 Jul 22, 2026
Lakeshore Financial Planning, Inc. History No change 7,326 461 0.15% 0.15% 208 0 0.0% Q2 2026 Jul 13, 2026
Fiduciary Alliance LLC History No change 7,226 455 0.03% 0.03% 209 0 0.0% Q2 2026 Jul 20, 2026
Mutual Advisors, LLC History No change 7,215 454 0.01% 0.01% 210 0 0.0% Q2 2026 Aug 14, 2026
Federation des caisses Desjardins du Quebec History No change 7,172 452 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 13, 2026
BIP Wealth, LLC History No change 7,110 448 0.01% 0.01% 212 0 0.0% Q2 2026 Aug 03, 2026
WEALTHCARE CAPITAL MANAGEMENT LLC History No change 7,064 445 0.04% 0.04% 213 0 0.0% Q2 2026 Jul 09, 2026
Savvy Advisors, Inc. History No change 7,073 445 0.01% 0.01% 214 0 0.0% Q2 2026 Aug 03, 2026
Oak Barrel Wealth Advisory LLC History No change 6,901 435 0.19% 0.19% 215 0 0.0% Q2 2026 Aug 07, 2026
Narus Financial Partners, LLC History No change 6,883 433 0.11% 0.11% 216 0 0.0% Q2 2026 Jul 31, 2026
SHEETS SMITH WEALTH MANAGEMENT History No change 6,854 432 0.04% 0.04% 217 0 0.0% Q2 2026 Jul 13, 2026
Sun Group Wealth Partners History No change 6,718 423 0.29% 0.29% 218 0 0.0% Q2 2026 Jul 23, 2026
KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT History No change 6,676 420 0.12% 0.12% 219 0 0.0% Q2 2026 Jul 24, 2026
BEACON FINANCIAL GROUP History No change 6,659 419 0.04% 0.04% 220 0 0.0% Q2 2026 Jul 16, 2026
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors History No change 6,646 418 0.02% 0.02% 221 0 0.0% Q2 2026 Jul 20, 2026
Capstone Financial Advisors, Inc. History No change 6,600 416 0.02% 0.02% 222 0 0.0% Q2 2026 Aug 14, 2026
Moors & Cabot, Inc. History No change 6,591 415 0.02% 0.02% 223 0 0.0% Q2 2026 Aug 10, 2026
Proactive Wealth Strategies LLC History No change 6,565 413 0.07% 0.07% 224 0 0.0% Q2 2026 Aug 10, 2026
OpenArc Corporate Advisory, LLC History No change 6,543 412 0.0% 0.0% 225 0 0.0% Q2 2026 Aug 05, 2026
IEQ CAPITAL, LLC History No change 6,489 409 0.0% 0.0% 226 0 0.0% Q2 2026 Aug 11, 2026
TSA Wealth Managment LLC History No change 6,414 404 0.11% 0.11% 227 0 0.0% Q2 2026 Aug 03, 2026
Essex Financial Services, Inc. History No change 6,408 403 0.02% 0.02% 228 0 0.0% Q2 2026 Aug 10, 2026
CoreCap Advisors, LLC History No change 6,401 403 0.01% 0.01% 229 0 0.0% Q2 2026 Jul 06, 2026
Concorde Asset Management, LLC History No change 6,330 399 0.23% 0.23% 230 0 0.0% Q2 2026 Aug 18, 2026
Mainstream Capital Management LLC History No change 6,307 397 0.24% 0.24% 231 0 0.0% Q2 2026 Jul 15, 2026
Quantinno Capital Management LP History No change 6,225 392 0.0% 0.0% 232 0 0.0% Q2 2026 Aug 13, 2026
FLAGSHIP HARBOR ADVISORS, LLC History No change 6,217 391 0.01% 0.01% 233 0 0.0% Q2 2026 Jul 22, 2026
Allworth Financial LP History No change 6,150 387 0.0% 0.0% 234 0 0.0% Q2 2026 Aug 11, 2026
Beacon Pointe Advisors, LLC History No change 6,125 386 0.0% 0.0% 235 0 0.0% Q2 2026 Aug 18, 2026
One Wealth Advisors, LLC History No change 6,089 383 0.04% 0.04% 236 0 0.0% Q2 2026 Aug 06, 2026
LANARK FINANCIAL, INC. History No change 6,034 380 0.03% 0.03% 237 0 0.0% Q2 2026 Jul 21, 2026
RITHOLTZ WEALTH MANAGEMENT History No change 6,008 378 0.01% 0.01% 238 0 0.0% Q2 2026 Aug 11, 2026
Cypress Wealth Services, LLC History No change 5,964 375 0.05% 0.05% 239 0 0.0% Q2 2026 Jul 10, 2026
Horst & Graben Wealth Management LLC History No change 6,007 371 0.05% 0.05% 240 0 0.0% Q2 2026 Jul 22, 2026
Asempa Wealth Advisors History No change 5,890 371 0.28% 0.28% 241 0 0.0% Q2 2026 Jul 13, 2026
NORTHERN TRUST CORP History No change 5,809 366 0.0% 0.0% 242 0 0.0% Q2 2026 Aug 13, 2026
Global Retirement Partners, LLC History No change 5,698 359 0.01% 0.01% 243 0 0.0% Q2 2026 Aug 06, 2026
TENET WEALTH PARTNERS, LLC History No change 5,774 357 0.27% 0.27% 244 0 0.0% Q2 2026 Aug 07, 2026
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors History No change 5,589 352 0.04% 0.04% 245 0 0.0% Q2 2026 Jul 09, 2026
Prospera Financial Services Inc History No change 5,549 349 0.01% 0.01% 246 0 0.0% Q2 2026 Jul 15, 2026
Sovereign Financial Group, Inc. History No change 5,513 347 0.05% 0.05% 247 0 0.0% Q2 2026 Jul 24, 2026
Magnus Financial Group LLC History No change 5,470 344 0.02% 0.02% 248 0 0.0% Q2 2026 Jul 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History No change 5,444 343 0.0% 0.0% 249 0 0.0% Q2 2026 Aug 13, 2026
J. Mark Nickell & Co. History No change 5,419 341 0.27% 0.27% 250 0 0.0% Q2 2026 Aug 11, 2026
Calder Financial LLC History No change 5,323 335 0.32% 0.32% 251 0 0.0% Q2 2026 Jul 07, 2026
LaFleur & Godfrey LLC History No change 5,223 329 0.04% 0.04% 252 0 0.0% Q2 2026 Jul 15, 2026
Sharkey, Howes & Javer History No change 5,231 329 0.04% 0.04% 253 0 0.0% Q2 2026 Jul 09, 2026
Focus Partners Advisor Solutions, LLC History No change 5,152 324 0.0% 0.0% 254 0 0.0% Q2 2026 Aug 06, 2026
Parallel Advisors, LLC History No change 5,127 323 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 05, 2026
Robertson Stephens Wealth Management, LLC History No change 5,105 321 0.01% 0.01% 256 0 0.0% Q2 2026 Jul 29, 2026
Marks Group Wealth Management, Inc History No change 4,924 310 0.03% 0.03% 257 0 0.0% Q2 2026 Jul 27, 2026
Scarborough Advisors, LLC History No change 4,896 303 0.03% 0.03% 258 0 0.0% Q2 2026 Jul 21, 2026
MONECO ADVISORS, LLC History No change 4,760 300 0.02% 0.02% 259 0 0.0% Q2 2026 Aug 11, 2026
West Wealth Group, LLC History No change 4,703 296 0.05% 0.05% 260 0 0.0% Q2 2026 Aug 06, 2026
Perigon Wealth Management, LLC History No change 4,637 292 0.0% 0.0% 261 0 0.0% Q2 2026 Aug 07, 2026
Donalies Financial Planning, LLC History No change 4,638 292 0.22% 0.22% 262 0 0.0% Q2 2026 Aug 06, 2026
FIRST HORIZON CORP History No change 4,586 289 0.01% 0.01% 263 0 0.0% Q2 2026 Jul 20, 2026
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. History No change 4,595 289 0.02% 0.02% 264 0 0.0% Q2 2026 Jul 15, 2026
Wealth Management Associates, Inc. History No change 4,575 288 0.08% 0.08% 265 0 0.0% Q2 2026 Jul 21, 2026
Atria Investments, Inc History No change 4,483 282 0.0% 0.0% 266 0 0.0% Q2 2026 Jul 28, 2026
Apollon Financial, LLC History No change 4,458 281 0.03% 0.03% 267 0 0.0% Q2 2026 Jul 22, 2026
Ridgeline Wealth, LLC History No change 4,442 280 0.16% 0.16% 268 0 0.0% Q2 2026 Jul 06, 2026
Cladis Investment Advisory, LLC History No change 4,300 271 0.13% 0.13% 269 0 0.0% Q2 2026 Aug 13, 2026
KAVAR CAPITAL PARTNERS GROUP, LLC History No change 4,230 266 0.03% 0.03% 270 0 0.0% Q2 2026 Jul 20, 2026
OPPENHEIMER & CO INC History No change 4,172 263 0.0% 0.0% 271 0 0.0% Q2 2026 Aug 03, 2026
CENTAURUS FINANCIAL, INC. History No change 4,171 263 0.01% 0.01% 272 0 0.0% Q2 2026 Aug 17, 2026
Firestone Capital Management History No change 4,064 256 0.05% 0.05% 273 0 0.0% Q2 2026 Jul 31, 2026
D.A. DAVIDSON & CO. History No change 4,037 254 0.0% 0.0% 274 0 0.0% Q2 2026 Jul 24, 2026
Trek Financial, LLC History No change 4,001 252 0.01% 0.01% 275 0 0.0% Q2 2026 Aug 13, 2026
Yukon Wealth Management, Inc. History No change 4,012 252 0.07% 0.07% 276 0 0.0% Q2 2026 Aug 14, 2026
Brookstone Capital Management History No change 3,941 248 0.0% 0.0% 277 0 0.0% Q2 2026 Jul 15, 2026
CATHY PARETO & ASSOCIATES, INC History No change 3,871 244 0.14% 0.14% 278 0 0.0% Q2 2026 Jul 15, 2026
J. Safra Sarasin Holding AG History No change 3,846 243 0.0% 0.0% 279 0 0.0% Q2 2026 Jul 31, 2026
United Advisor Group, LLC History No change 3,793 239 0.03% 0.03% 280 0 0.0% Q2 2026 Jul 29, 2026
Vawter Financial, Ltd. History No change 3,670 231 0.09% 0.09% 281 0 0.0% Q2 2026 Jul 24, 2026
SCHMIDT P J INVESTMENT MANAGEMENT INC History No change 3,600 226 0.04% 0.04% 282 0 0.0% Q2 2026 Jul 29, 2026
Aptus Capital Advisors, LLC History No change 3,564 224 0.0% 0.0% 283 0 0.0% Q2 2026 Aug 12, 2026
Liberty Atlantic Advisors LLC History No change 3,509 221 0.16% 0.16% 284 0 0.0% Q2 2026 Jul 21, 2026
MPWM ADVISORY SOLUTIONS, LLC History No change 3,465 218 0.1% 0.1% 285 0 0.0% Q2 2026 Aug 13, 2026
CORNERSTONE ADVISORS ASSET MANAGEMENT, LLC History No change 3,450 217 0.03% 0.03% 286 0 0.0% Q2 2026 Aug 11, 2026
Midwest Heritage Bank, FSB History No change 3,415 215 0.06% 0.06% 287 0 0.0% Q2 2026 Jul 28, 2026
Gladstone Institutional Advisory LLC History No change 3,403 214 0.01% 0.01% 288 0 0.0% Q2 2026 Jul 27, 2026
Tempo Wealth, LLC History No change 3,367 212 0.03% 0.03% 289 0 0.0% Q2 2026 Jul 27, 2026
VALLEY NATIONAL ADVISERS INC History No change 3,360 211 0.02% 0.02% 290 0 0.0% Q2 2026 Jul 29, 2026
Clearstead Advisors, LLC History No change 3,358 211 0.0% 0.0% 291 0 0.0% Q2 2026 Aug 06, 2026
CFS Investment Advisory Services, LLC History No change 3,406 211 0.01% 0.01% 292 0 0.0% Q2 2026 Jul 16, 2026
Mountain Capital Investment Advisors Inc. History No change 3,336 210 0.03% 0.03% 293 0 0.0% Q2 2026 Jul 14, 2026
ARMSTRONG ADVISORY GROUP, INC History No change 3,132 197 0.01% 0.01% 294 0 0.0% Q2 2026 Jul 13, 2026
Spire Wealth Management History No change 3,041 191 0.01% 0.01% 295 0 0.0% Q2 2026 Jul 15, 2026
PRIVATE TRUST CO NA History No change 2,954 186 0.01% 0.01% 296 0 0.0% Q2 2026 Jul 28, 2026
Front Row Advisors LLC History No change 3,047 186 0.05% 0.05% 297 0 0.0% Q2 2026 Aug 13, 2026
RMG Wealth Management LLC History No change 7,245 180 0.02% 0.02% 298 0 0.0% Q2 2026 Aug 13, 2026
SOA Wealth Advisors, LLC. History No change 2,793 176 0.03% 0.03% 299 0 0.0% Q2 2026 Jul 21, 2026
BlackRock, Inc. History No change 2,793 176 0.0% 0.0% 300 0 0.0% Q2 2026 Aug 07, 2026