iSHARES TRUST - IGEB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,942,341 | 177,839 | 0.04% | 0.04% | 1 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| LPL Financial LLC | History | No change | 2,714,334 | 122,443 | 0.03% | 0.03% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 1,921,932 | 86,698 | 0.3% | 0.3% | 3 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,775,613 | 80,097 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Betterment LLC | History | No change | 1,488,332 | 67,139 | 0.11% | 0.11% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Stratos Investment Management, LLC | History | No change | 1,224,464 | 55,235 | 2.0% | 2.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | No change | 1,177,849 | 53,132 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | No change | 861,241 | 38,850 | 1.11% | 1.11% | 8 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Equitable Holdings, Inc. | History | No change | 854,122 | 38,529 | 0.23% | 0.23% | 9 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| BlackRock, Inc. | History | No change | 743,163 | 33,524 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | No change | 674,762 | 30,438 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | No change | 645,097 | 29,100 | 0.06% | 0.06% | 12 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| OneDigital Investment Advisors LLC | History | No change | 640,961 | 28,913 | 0.24% | 0.24% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Merit Financial Group, LLC | History | No change | 620,167 | 27,975 | 0.17% | 0.17% | 14 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| WALLER FINANCIAL PLANNING GROUP, INC | History | Reduced | 603,278 | 25,814 | 5.24% | 5.8% | 15 | -21,008 | -3.37% | Q3 2026 | Oct 07, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 429,861 | 19,391 | 5.76% | 5.76% | 16 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| UBS Group AG | History | No change | 429,772 | 19,387 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | No change | 428,103 | 19,312 | 0.04% | 0.04% | 18 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| DORVAL Corp | History | No change | 408,504 | 18,427 | 5.3% | 5.3% | 19 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 395,705 | 17,840 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 352,912 | 15,919 | 0.08% | 0.08% | 21 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Heck Capital Advisors, LLC | History | No change | 269,354 | 12,150 | 0.73% | 0.73% | 22 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | No change | 259,326 | 11,698 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 258,003 | 11,632 | 0.06% | 0.06% | 24 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | History | No change | 255,722 | 11,535 | 0.15% | 0.15% | 25 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Kelly Financial Services LLC | History | No change | 253,415 | 11,431 | 2.45% | 2.45% | 26 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 241,115 | 10,917 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BlueStem Wealth Partners, LLC | History | No change | 226,998 | 10,239 | 1.02% | 1.02% | 28 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ASSETMARK, INC | History | No change | 209,120 | 9,433 | 0.02% | 0.02% | 29 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 167,474 | 7,554 | 0.01% | 0.01% | 30 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | No change | 166,579 | 7,514 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Systelligence, LLC | History | No change | 158,594 | 7,154 | 1.19% | 1.19% | 32 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| NorthRock Partners, LLC | History | No change | 153,630 | 6,930 | 0.1% | 0.1% | 33 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Diversify Advisory Services, LLC | History | No change | 153,618 | 6,811 | 0.11% | 0.11% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | No change | 153,618 | 6,811 | 0.11% | 0.11% | 35 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Breakwater Capital Group | History | No change | 135,818 | 6,126 | 0.74% | 0.74% | 36 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Private Advisor Group, LLC | History | No change | 133,936 | 6,041 | 0.03% | 0.03% | 37 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | No change | 116,092 | 5,237 | 0.03% | 0.03% | 38 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 115,238 | 5,198 | 0.07% | 0.07% | 39 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Hoese & Co LLP | History | No change | 109,648 | 4,946 | 3.21% | 3.21% | 40 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 92,269 | 4,162 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Keystone Wealth Services, LLC | History | No change | 91,376 | 4,121 | 0.77% | 0.77% | 42 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Accel Wealth Management | History | No change | 88,009 | 3,970 | 0.89% | 0.89% | 43 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 84,783 | 3,824 | 0.19% | 0.19% | 44 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Lunt Capital Management, Inc. | History | No change | 82,063 | 3,701 | 1.36% | 1.36% | 45 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| JB Capital LLC | History | No change | 78,514 | 3,541 | 0.12% | 0.12% | 46 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| JANE STREET GROUP, LLC | History | No change | 73,457 | 3,313 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trivium Point Advisory, LLC | History | No change | 70,182 | 3,165 | 0.29% | 0.29% | 48 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Altus Wealth Management, LLC | History | No change | 69,168 | 3,120 | 1.2% | 1.2% | 49 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 64,154 | 2,894 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| LARCH CAPITAL PARTNERS LLC | History | No change | 63,720 | 2,874 | 0.41% | 0.41% | 51 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Convergence Financial, LLC | History | No change | 60,768 | 2,741 | 0.22% | 0.22% | 52 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 58,233 | 2,626 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | No change | 53,365 | 2,407 | 0.12% | 0.12% | 54 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| FreeGulliver LLC | History | No change | 51,784 | 2,335 | 0.82% | 0.82% | 55 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 46,504 | 2,097 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Shared Vision Wealth Group LLC | History | No change | 46,216 | 2,084 | 0.72% | 0.72% | 57 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 45,225 | 2,040 | 0.07% | 0.07% | 58 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fermata Advisors, LLC | History | No change | 45,087 | 2,033 | 0.41% | 0.41% | 59 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Vestmark Advisory Solutions, Inc. | History | No change | 44,455 | 2,005 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Advisory Services Network, LLC | History | No change | 43,496 | 1,962 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Dynasty Wealth Management, LLC | History | No change | 42,428 | 1,913 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Farther Finance Advisors, LLC | History | No change | 41,073 | 1,852 | 0.01% | 0.01% | 63 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Geneos Wealth Management Inc. | History | No change | 36,993 | 1,668 | 0.03% | 0.03% | 64 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | No change | 36,631 | 1,652 | 0.08% | 0.08% | 65 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sigma Planning Corp | History | No change | 36,282 | 1,636 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| RFG Advisory, LLC | History | No change | 34,293 | 1,546 | 0.02% | 0.02% | 67 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | No change | 33,171 | 1,496 | 0.01% | 0.01% | 68 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Daybright Advisory Services, Inc. | History | No change | 33,556 | 1,486 | 0.35% | 0.35% | 69 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | No change | 31,016 | 1,399 | 0.02% | 0.02% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 29,605 | 1,336 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, LLC | History | No change | 29,133 | 1,314 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Keebeck Wealth Management | History | No change | 29,035 | 1,309 | 0.13% | 0.13% | 73 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Advyzon Investment Management, LLC | History | No change | 28,685 | 1,293 | 0.09% | 0.09% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Two West Capital Advisors LLC | History | No change | 28,237 | 1,257 | 0.62% | 0.62% | 75 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| ShoreHaven Wealth Partners, LLC | History | No change | 27,411 | 1,236 | 0.39% | 0.39% | 76 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 27,331 | 1,232 | 0.03% | 0.03% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Wealth Management Associates, Inc. | History | No change | 27,060 | 1,220 | 0.34% | 0.34% | 78 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 26,717 | 1,205 | 0.1% | 0.1% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FORTE ASSET MANAGEMENT LLC | History | No change | 24,440 | 1,102 | 0.45% | 0.45% | 80 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 24,203 | 1,091 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | No change | 23,187 | 1,045 | 0.02% | 0.02% | 82 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Paller Financial Services Inc | History | No change | 22,255 | 1,003 | 0.75% | 0.75% | 83 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| World Investment Advisors | History | No change | 22,231 | 1,001 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 21,075 | 950 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Invst, LLC | History | No change | 20,573 | 928 | 0.09% | 0.09% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tidemark, LLC | History | No change | 20,540 | 926 | 0.21% | 0.21% | 87 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Mutual Advisors, LLC | History | No change | 20,255 | 913 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Orion Porfolio Solutions, LLC | History | No change | 19,987 | 901 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cadia Private Client LLC | History | No change | 18,881 | 851 | 0.61% | 0.61% | 90 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Apollon Wealth Management, LLC | History | No change | 17,951 | 809 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| HB Wealth Management, LLC | History | No change | 17,864 | 805 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Ausdal Financial Partners, Inc. | History | No change | 17,022 | 767 | 0.03% | 0.03% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 16,889 | 761 | 0.05% | 0.05% | 94 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Madson Wealth Advisors Inc | History | No change | 14,861 | 670 | 0.46% | 0.46% | 95 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | No change | 14,850 | 669 | 1.02% | 1.02% | 96 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 14,802 | 667 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 14,790 | 667 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| HighTower Advisors, LLC | History | No change | 14,430 | 650 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EFG International AG | History | No change | 13,210 | 595 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| McGlone Suttner Wealth Management, Inc. | History | No change | 13,008 | 586 | 0.07% | 0.07% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 12,792 | 577 | 0.36% | 0.36% | 102 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GeoWealth Management, LLC | History | No change | 12,249 | 552 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| OpenArc Corporate Advisory, LLC | History | No change | 12,175 | 549 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CPA Asset Management Group, LLC | History | No change | 12,160 | 548 | 0.16% | 0.16% | 105 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Riverbend Wealth Management, LLC | History | No change | 12,058 | 543 | 0.27% | 0.27% | 106 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | No change | 11,649 | 525 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| StoneX Group Inc. | History | No change | 11,522 | 520 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | No change | 11,226 | 506 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Avantra Family Wealth, Inc. | History | No change | 11,190 | 504 | 0.32% | 0.32% | 110 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| ADE, LLC | History | No change | 10,723 | 483 | 0.2% | 0.2% | 111 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Argyle Capital Partners, LLC | History | No change | 10,646 | 480 | 0.3% | 0.3% | 112 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 10,491 | 473 | 0.03% | 0.03% | 113 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Composition Wealth, LLC | History | No change | 10,177 | 459 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| IHT Wealth Management, LLC | History | No change | 10,083 | 454 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 9,994 | 450 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Strategic Blueprint, LLC | History | No change | 9,752 | 439 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 9,680 | 436 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Mariner, LLC | History | No change | 9,349 | 421 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IFG Advisory, LLC | History | No change | 8,979 | 405 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 8,735 | 394 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gateway Wealth Partners, LLC | History | No change | 8,573 | 386 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | No change | 8,425 | 380 | 0.04% | 0.04% | 123 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 8,326 | 375 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Arlington Trust Co LLC | History | No change | 8,231 | 371 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Integrated Advisors Network LLC | History | No change | 8,195 | 369 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| FIFTH THIRD BANCORP | History | No change | 8,108 | 365 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Atria Investments, Inc | History | No change | 7,986 | 360 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Vision Retirement, LLC | History | No change | 7,887 | 355 | 0.09% | 0.09% | 129 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| West Wealth Group, LLC | History | No change | 7,819 | 352 | 0.06% | 0.06% | 130 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Centerpoint Advisory Group | History | No change | 7,823 | 352 | 0.22% | 0.22% | 131 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Janney Montgomery Scott LLC | History | No change | 7,751 | 350 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| REICON WEALTH ADVISORS, LLC | History | No change | 7,770 | 350 | 0.22% | 0.22% | 133 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Town Capital LLC | History | No change | 7,676 | 346 | 0.22% | 0.22% | 134 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Summit Financial, LLC | History | No change | 7,629 | 344 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Investment Advisory Group, LLC | History | No change | 7,644 | 344 | 0.07% | 0.07% | 136 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,514 | 338 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FMR LLC | History | No change | 7,479 | 337 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Allworth Financial LP | History | No change | 7,373 | 332 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SteelPeak Wealth, LLC | History | No change | 7,315 | 329 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Focus Partners Wealth | History | No change | 7,165 | 323 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SigFig Wealth Management, LLC | History | Added to | 7,402 | 316 | 0.01% | 0.01% | 142 | +1,478 | 24.95% | Q3 2026 | Oct 07, 2026 |
| New England Private Wealth Advisors LLC | History | No change | 7,016 | 310 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Inspire Advisors, LLC | History | No change | 6,683 | 301 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Stronghold Wealth Management L.L.C. | History | No change | 6,677 | 301 | 0.4% | 0.4% | 145 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Sovran Advisors, LLC | History | No change | 6,742 | 299 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Embree Financial Group | History | No change | 5,992 | 270 | 0.03% | 0.03% | 147 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Everest Financial Group LLC | History | No change | 5,978 | 269 | 0.04% | 0.04% | 148 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Kraft, Davis & Associates, LLC | History | No change | 5,973 | 266 | 0.06% | 0.06% | 149 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| Caitlin John, LLC | History | No change | 5,883 | 265 | 0.14% | 0.14% | 150 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| EP Wealth Advisors, LLC | History | No change | 5,771 | 260 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Helium Advisors LLC | History | No change | 5,501 | 248 | 0.21% | 0.21% | 152 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Vertex Planning Partners, LLC | History | No change | 5,425 | 244 | 0.04% | 0.04% | 153 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEM Asset Management, LLC | History | No change | 5,152 | 232 | 0.09% | 0.09% | 154 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Tennessee Valley Asset Management Partners | History | No change | 5,107 | 230 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,097 | 229 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 5,063 | 228 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Sanctuary Advisors, LLC | History | No change | 4,773 | 215 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Barnes Wealth Management Group, Inc | History | No change | 4,775 | 215 | 0.1% | 0.1% | 159 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Oregon Pacific Wealth Management, LLC | History | No change | 4,746 | 214 | 0.2% | 0.2% | 160 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | No change | 4,555 | 205 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Snowden Capital Advisors LLC | History | No change | 4,519 | 203 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | No change | 4,461 | 201 | 0.14% | 0.14% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AE Wealth Management LLC | History | No change | 1,764 | 79 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 1,640 | 73 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,438 | 64 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1,280 | 57 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Rossby Financial, LCC | History | No change | 1,166 | 52 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 786 | 35 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 764 | 34 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 725 | 32 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Buck Wealth Strategies, LLC | History | No change | 482 | 21 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | No change | 424 | 19 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | No change | 302 | 13 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 212 | 9 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | No change | 200 | 9 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 188 | 8 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| REAP Financial Group, LLC | History | No change | 187 | 8 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| VANGUARD ADVISERS INC | History | No change | 147 | 6 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 132 | 5 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Cornerstone Planning Group LLC | History | No change | 109 | 4 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Cape Investment Advisory, Inc. | History | No change | 97 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| SYM FINANCIAL Corp | History | No change | 68 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Continuum Advisory, LLC | History | No change | 80 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Signature Equity Partners, LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 104,547 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Meramec Financial Planners, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| US BANCORP \DE\ | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MASECO LLP | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |